Churchill G. Franklin
Chief Executive Officer
Acadian Asset Management
As co-founder and Chief Executive Officer of Acadian Asset Management, Churchill G. Franklin has oversight for approximately $86 billion in assets and 320 professionals located in offices around the globe including Boston, London, Tokyo, Sidney and Singapore.
Acadian specializes in active global and international equity strategies, employing sophisticated analytical models for active stock selection. Acadian deals primarily in equities, but is currently in the process of building out a multi-asset capability.
I recently sat down with Franklin in his Boston office to discuss Acadian’s quantitative approach, the importance of diversity, and the value of listening carefully to the marketplace. Continue reading
Chief Executive Officer
Wells Fargo Asset Management
Kristi Mitchem is Chief Executive Officer and Head of Wells Fargo Asset Management (WFAM), a division of Wells Fargo’s Wealth and Investment Management Group (WIM). Wells Fargo Asset Management has assets of more than US$480 billion and has 29 autonomous investment teams and more than 500 investment professionals with offices and clients around the world. As CEO, Kristi has overall responsibility for all aspects of WFAM, one of the largest asset managers in the United States. WFAM’s focus is to help both individuals and institutions reach their financial objectives through strong, consistent investment results. The firm is recognized for its top-tier investment talent and commitment to active management and is organized into specialized investment teams that are supported by a strong, multi-asset class solutions platform and independent risk management capabilities.
I recently sat down with Kristi to chat about a wide range of issues, from her journey to the corner office and the issues that occupy her mind to the importance of mentors and sponsors and the significance of knowing your own heart and mind. Continue reading
Chief Marketing Officer
State Street Corporation
As Chief Marketing Officer for State Street Corporation, Hannah Grove oversees a global marketing team of 80 people spread across North America, Europe and the Asia-Pacific region. She and her team are charged with strengthening State Street’s reputation, raising brand awareness and engaging stakeholders globally, with the ultimate goal of helping to support revenue and business objectives of the company. Hannah, who has been with State Street for nearly two decades, was recently elevated to the global financial firm’s Management Committee, its senior-most strategy and policy-making team.
I recently sat down with Hannah to talk about the lessons she’s learned over the course of her career, the importance of advocating for diversity, and the advice she’d give to others seeking to advance in their careers. Continue reading
John W. Rogers, Jr.
Chairman, CEO & CIO
As Chairman, CEO and Chief Investment Officer of Ariel Investments, John Rogers leads the research and portfolio management efforts of the company, working in tandem with Senior Vice President and Director of Research Tim Fidler and Vice Chairman and Head of Investment Group Charlie Bobrinskoy. President Mellody Hobson oversees all of the other aspects of the business, drawing Rogers into client service and new business development opportunities as needed. Additionally, John is the Lead Portfolio Manager for Ariel Fund (he has been at the helm of this fund since its inception in 1986!), as well as the Co-Portfolio Manager for Ariel Appreciation Fund, Ariel Small Cap Value, Ariel Small/Mid Cap Value and Ariel Mid Cap Value.
Ariel maintains an office in Chicago focused primarily on small- and mid-cap value investing, which the company has done for its entire 34-year-history, as well as a five-year-old office in New York City that houses the international and global team. The firm manages assets totaling almost $12 billion dollars and maintains a base of nearly 90 employees.
I recently had the pleasure of sitting down with Rogers to talk about the roots of his interest in investing, his business philosophy, his biggest concerns and his proudest moments. Continue reading
Monica L. Walker
President, CEO & Investment Officer
Holland Capital Management, LLC
Monica Walker is the President, CEO and Investment Officer of the institutional asset management firm Holland Capital Management, LLC, with responsibilities for oversight of the firm and its 24 employees as well as the company’s investment strategies. While the firm’s client base rests primarily in the public pension space, its clients also include corporations, endowments, foundations, unions or Taft-Hartley plans, and sub-advised assets.
I recently had the pleasure of interviewing Walker about her journey to the CEO’s office and the skills she has honed along the way. Continue reading