Wilbanks Partners LLC is an executive search firm that has placed candidates in a variety of leadership roles in the financial services industry, including as Chief Investment Officers, Presidents, CEOs, and heads of various business units and functions. The document lists numerous assignments the firm has led recruiting executives for major banks, investment managers, wealth management firms, pensions funds, and other financial institutions.
This document lists Wilbanks Partners LLC's selected representative assignments, including roles such as Chief Investment Officer, President, Managing Director, and board member positions at major investment firms, banks, pension funds, family offices, and more. It covers a wide range of areas including investments, wealth management, operations, marketing, risk management, and corporate roles.
The document is a presentation from Polen Capital describing their investment strategy and firm. The key points are:
- Polen Capital is an independently owned investment firm founded in 1979 that manages over $6 billion in assets for institutional and individual clients.
- Their investment team has over 87 years of combined experience and their focus growth strategy aims to identify competitively advantaged companies characterized by strong earnings growth, free cash flow, and financial strength for long-term investment.
- Polen Capital uses a rigorous, bottom-up research process to select approximately 20 stocks for their portfolio that meet criteria such as high return on equity, stable margins, and shareholder-oriented management teams.
The document discusses the Polen Focus Growth strategy, which seeks long-term growth through a concentrated portfolio of outstanding businesses with sustainable competitive advantages and superior growth potential. The strategy focuses on identifying large cap companies with earnings driven by sustainable competitive advantages, strong financials, proven management, and strong products/services. The objective is to outperform the Russell 1000 Growth Index over time with less volatility during declines.
Polen global growth sma institutional presentation (march 2015)Meyler Capital
The document provides an overview of Polen Capital, including its mission, investment team, strategies, processes, and portfolio. Specifically:
- Polen Capital is an independently owned investment firm founded in 1979 that focuses on growth investing through separately managed accounts, mutual funds, and UCITS funds.
- The global growth strategy, managed by Julian Pick, invests in 25-40 high-quality, large-cap companies across developed and emerging markets using a research-driven process to identify sustainable growth businesses meeting specific criteria.
- Polen Capital takes a business-focused approach to researching companies, emphasizing leadership, competitive advantages, management quality, financial strength, and above-average long-term growth potential.
Joe Linhares is currently the Managing Director and Global Head of Platinum Accounts at BlackRock in New York. He previously held leadership roles at BlackRock in London as Managing Director and CEO of EMEA iShares, and in San Francisco as Managing Director and US Head of iShares Sales. Prior to BlackRock, he held various sales and relationship management roles in the financial services industry, including at Citibank and JP Morgan.
This document provides an overview of the Denker Capital investment team, their positioning and performance of the SIM Global Emerging Markets Fund, and arguments for investing in emerging markets. The key points are:
1) Denker Capital is an independent asset manager established in 2015 with an experienced investment team. The SIM Global Emerging Markets Fund is co-managed by Neal Smith and Richard Shepherd.
2) The fund is positioned with over half of assets in Asia and outperforms its benchmark over 1-year, 2-year and since inception periods. Top holdings include Alibaba, Samsung Electronics and Sberbank.
3) Emerging markets offer long-term growth opportunities due to underrepresentation
Cash Management Solutions Ippi Icp 310310Wilson Wong
This document provides an overview of ING Funds Berhad, a Malaysian asset management company that is part of the global financial group ING. It discusses ING Funds' product offerings such as the ING Cash Plus and ING Principal Protected Income funds, which provide returns from investments in high quality short-term money market instruments while ensuring safety of capital. The document also highlights ING Funds' strengths such as a wide distribution network, a track record of product innovation, and access to global investment resources through its parent company ING.
Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, shares his key investment insights and opportunities for the year ahead.
This document lists Wilbanks Partners LLC's selected representative assignments, including roles such as Chief Investment Officer, President, Managing Director, and board member positions at major investment firms, banks, pension funds, family offices, and more. It covers a wide range of areas including investments, wealth management, operations, marketing, risk management, and corporate roles.
The document is a presentation from Polen Capital describing their investment strategy and firm. The key points are:
- Polen Capital is an independently owned investment firm founded in 1979 that manages over $6 billion in assets for institutional and individual clients.
- Their investment team has over 87 years of combined experience and their focus growth strategy aims to identify competitively advantaged companies characterized by strong earnings growth, free cash flow, and financial strength for long-term investment.
- Polen Capital uses a rigorous, bottom-up research process to select approximately 20 stocks for their portfolio that meet criteria such as high return on equity, stable margins, and shareholder-oriented management teams.
The document discusses the Polen Focus Growth strategy, which seeks long-term growth through a concentrated portfolio of outstanding businesses with sustainable competitive advantages and superior growth potential. The strategy focuses on identifying large cap companies with earnings driven by sustainable competitive advantages, strong financials, proven management, and strong products/services. The objective is to outperform the Russell 1000 Growth Index over time with less volatility during declines.
Polen global growth sma institutional presentation (march 2015)Meyler Capital
The document provides an overview of Polen Capital, including its mission, investment team, strategies, processes, and portfolio. Specifically:
- Polen Capital is an independently owned investment firm founded in 1979 that focuses on growth investing through separately managed accounts, mutual funds, and UCITS funds.
- The global growth strategy, managed by Julian Pick, invests in 25-40 high-quality, large-cap companies across developed and emerging markets using a research-driven process to identify sustainable growth businesses meeting specific criteria.
- Polen Capital takes a business-focused approach to researching companies, emphasizing leadership, competitive advantages, management quality, financial strength, and above-average long-term growth potential.
Joe Linhares is currently the Managing Director and Global Head of Platinum Accounts at BlackRock in New York. He previously held leadership roles at BlackRock in London as Managing Director and CEO of EMEA iShares, and in San Francisco as Managing Director and US Head of iShares Sales. Prior to BlackRock, he held various sales and relationship management roles in the financial services industry, including at Citibank and JP Morgan.
This document provides an overview of the Denker Capital investment team, their positioning and performance of the SIM Global Emerging Markets Fund, and arguments for investing in emerging markets. The key points are:
1) Denker Capital is an independent asset manager established in 2015 with an experienced investment team. The SIM Global Emerging Markets Fund is co-managed by Neal Smith and Richard Shepherd.
2) The fund is positioned with over half of assets in Asia and outperforms its benchmark over 1-year, 2-year and since inception periods. Top holdings include Alibaba, Samsung Electronics and Sberbank.
3) Emerging markets offer long-term growth opportunities due to underrepresentation
Cash Management Solutions Ippi Icp 310310Wilson Wong
This document provides an overview of ING Funds Berhad, a Malaysian asset management company that is part of the global financial group ING. It discusses ING Funds' product offerings such as the ING Cash Plus and ING Principal Protected Income funds, which provide returns from investments in high quality short-term money market instruments while ensuring safety of capital. The document also highlights ING Funds' strengths such as a wide distribution network, a track record of product innovation, and access to global investment resources through its parent company ING.
Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, shares his key investment insights and opportunities for the year ahead.
This document provides an overview and agenda for T. Rowe Price's investor day presentation. It begins with introductions from William Stromberg, the President and CEO. The agenda then covers product overviews, multi-asset investment capabilities, individual and retirement plan services, and U.S. intermediaries. It highlights T. Rowe Price's strong historical performance and growth across key metrics. The presentation aims to execute on a strategic plan to remain a premier active asset manager and global partner for retirement investors.
This document presents a comparative analysis of the investment portfolios of business class and service class investors of HSBC InvestDirect in Ludhiana. It finds that business class investors prefer higher risk investments like equity and real estate and have a longer investment horizon. They fall under an aggressive capital appreciation portfolio. Service class investors prefer lower risk investments like mutual funds and are more likely to withdraw during market fluctuations. They have a balanced portfolio seeking moderate risk and return. The analysis is based on a survey of 100 investors using the portfolio management services of HSBC InvestDirect.
This document presents a comparative analysis of the investment portfolios of business and service class investors of HSBC InvestDirect in Ludhiana. It analyzes their demographics, investment purposes, preferred investment avenues, and risk tolerance. The analysis found that business investors prefer equities and real estate for long-term capital appreciation and are more aggressive, while service investors favor mutual funds and are more risk averse. Research methodology included questionnaires, interviews, and analysis of over 100 business and service class investor portfolios to understand their investment behaviors and make comparisons between the two groups.
This document presents a comparative analysis of the investment portfolios of business class and service class investors of HSBC InvestDirect in Ludhiana. It finds that business class investors prefer higher risk investments like equity and real estate and have a longer investment horizon. They fall under an aggressive capital appreciation portfolio. Service class investors prefer lower risk investments like mutual funds and are more likely to withdraw funds during market fluctuations. They have a balanced portfolio seeking moderate risk and return. The analysis is based on a survey of 100 investors using the portfolio management services of HSBC InvestDirect.
S.M.Art is an executive search and recruitment firm that specializes in banking and financial services positions. They have been in operation since 2007 exclusively serving the banking and financial markets. Their team has 100% banking and financial background from major banks. They use a boutique approach and focus on uncovering a candidate's true motivations to ensure the best matches for clients.
Giulia Van Waeyenberge (Sofina) #cfoconferenzFDMagazine
This document provides information about Giulia Van Waeyenberge and Sofina. It summarizes Giulia's background and board experience. It then provides an overview of Sofina, describing it as a family-run investment company that takes long-term minority stakes in growing companies. The document outlines Sofina's investment strategy, which includes long-term minority investments in Europe-based companies, investments in fast-growing businesses, and investments in top-tier venture capital and private equity funds. It provides examples of current and past portfolio companies and funds Sofina has invested in.
Australian small cap stocks can be a popular investment due to their higher growth potential over large cap stocks. If you’d like to gain exposure to small cap stocks, this webinar can teach you how to identify high-quality businesses that can last the distance.
Identify small cap stocks that will last the distancenetwealthInvest
Michelle Lopez from Aberdeen Standard Investments presented on identifying small cap stocks that will perform well over the long term. The presentation focused on the importance of evaluating company fundamentals, including business strategy, management quality, financials, and ESG factors. Lopez emphasized that active investment including shareholder engagement is important for achieving strong risk-adjusted returns from small cap stocks.
Empea industry statistics q1 2015 official publicEMPEA1
This document provides an industry report on private equity fundraising and investment in emerging markets for Q1 2015. It includes statistics on total fundraising and investment amounts for emerging markets as well as those amounts as a percentage of global totals. Additional data is provided on private equity penetration rates by country and regional overviews of fundraising and investment. The methodology section describes how the data was collected and categorized.
How to become a winning adviser in the new world - Russell InvestmentsnetwealthInvest
This document discusses planning for financial advisers beyond 2020. It covers several topics to help advisers succeed, including focusing on efficiency, measuring success, valuing the role of an adviser, addressing investor behavior gaps, and adapting to demographic and regulatory changes. The value of segmentation and delivering the right client experience is also discussed. Disruptions from technology are addressed as well as moving to an outcome-oriented approach.
This document discusses strategies for diversification and controlling risk in investments. It summarizes a typical pension fund asset allocation from JPMorgan that divides investments among equities, fixed income, real estate and alternatives. It then discusses the significant monetary and fiscal stimulus by governments and central banks. Finally, it advocates constructing portfolios with statistically independent risk factors to reduce volatility and enhance returns over market cycles.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests in businesses promoting the UN's 17 Sustainable Development Goals using principles of Austrian economics and impact investing. Backtesting from 2005-2020 showed it outperformed one of the largest ESG funds. The strategy is managed by a team with decades of experience in finance, economics, trading, policy and ESG/sustainability.
This presentation was delivered in a Pune investor meet. Provides stock screening criteria, methodology, the ways to avoid trap, important consideration to identify the stocks
This document provides a guide for integrating environmental, social, and governance (ESG) factors into equity investing. It outlines various techniques for ESG integration, including fundamental, quantitative, smart beta, and passive strategies. It also provides guidance on assessing external managers and how ESG integration affects the investment process. The document aims to help investors implement ESG integration and describes how ESG factors can be treated similarly to financial factors in analysis and decision making. Case studies demonstrate how various investors have integrated ESG risks and opportunities into valuation models and investment decisions.
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, process and current views. Some key points:
- The fund has outperformed its benchmark over various periods since inception in 2009, with an annualized return of 8% vs the benchmark's 7.3%.
- The investment framework aims to participate in bond market rallies while protecting against downturns by maintaining a capital preservation bias.
- The process involves developing strategic and tactical views through proprietary analysis and debate, then implementing these views through active management within the framework.
- Currently, improving local politics are being swamped by a hostile external environment, making valuations on local bonds compelling.
KB Star Funds - Presentation Material (201606)kbasset
Please note that marketing materials without an approval code granted from the
Compliance Division of KB Asset Management are not official materials authorized
under our internal procedure. This marketing material is for general information
purposes only and subject to change. Investors should be aware that this presentation
does not purport to be a complete explanation of risks and other risks may also be
relevant from time to time. In the future the Fund may be exposed to risks that are
currently difficult to predict. Risks that are not described in it are considered as
immaterial at the moment, but they may become substantial later on and adversely affect
the fund. KB Asset Management does not guarantee investment decisions and
investment outcomes based on the information of this marketing material.
Approval Code Granted from the Compliance Division of KB Asset Management: 2015_336
This document provides an overview of Russell Investments' global practice management perspective and insights. It discusses four fatal assumptions that advisers often make and four characteristics of winning advisers. It also examines how investor behavior leads to buying high and selling low. Additionally, it explores topics like the value of an adviser, disruptions from demographic shifts and technology, and taking an outcome-oriented approach to portfolio selection aligned with a client's goals. The document offers guidance to help advisers plan beyond 2020.
The document summarizes a global macro hedge fund called Zaratan Capital. It provides an overview of the firm, management team, and investment process. Some key points:
- Zaratan Capital utilizes a global macro strategy to take advantage of trends across rates, currencies, commodities, and equity markets globally using liquid derivatives.
- The investment team has over 75 years of combined experience in finance and has worked together for over a decade. They implement a process focused on macro theme identification, trade construction, portfolio construction, and risk management.
- Past performance shows the strategy has achieved positive returns with low volatility and the ability to withstand market drawdowns when employed by team members previously. The fund aims to provide
This document summarizes the Fundsupermart.com Recommended Unit Trust Awards 2015. It lists the winning funds in various categories including core equity, bond, and balanced funds. Core equity funds were awarded for global, developed markets, emerging markets, Asia ex-Japan, and Malaysia equity exposures. Bond funds were awarded for short duration Malaysia, Malaysia, and Islamic bond funds. Balanced funds were awarded for Asia ex-Japan, Malaysia, and Islamic balanced funds. Supplementary awards included funds focused on Greater China, Europe, US, global resources, Asia ex-Japan small-mid cap, and bond funds focused on Asia ex-Japan, emerging markets, and global bonds. The event highlights top performing funds based on both quantitative and
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
The Rules Do Apply: Navigating HR ComplianceAggregage
https://www.humanresourcestoday.com/frs/26903483/the-rules-do-apply--navigating-hr-compliance
HR Compliance is like a giant game of whack-a-mole. Once you think your company is compliant with all policies and procedures documented and in place, there’s a new or amended law, regulation, or final rule that pops up landing you back at ‘start.’ There are shifts, interpretations, and balancing acts to understanding compliance changes. Keeping up is not easy and it’s very time consuming.
This is a particular pain point for small HR departments, or HR departments of 1, that lack compliance teams and in-house labor attorneys. So, what do you do?
The goal of this webinar is to make you smarter in knowing what you should be focused on and the questions you should be asking. It will also provide you with resources for making compliance more manageable.
Objectives:
• Understand the regulatory landscape, including labor laws at the local, state, and federal levels
• Best practices for developing, implementing, and maintaining effective compliance programs
• Resources and strategies for staying informed about changes to labor laws, regulations, and compliance requirements
This document provides an overview and agenda for T. Rowe Price's investor day presentation. It begins with introductions from William Stromberg, the President and CEO. The agenda then covers product overviews, multi-asset investment capabilities, individual and retirement plan services, and U.S. intermediaries. It highlights T. Rowe Price's strong historical performance and growth across key metrics. The presentation aims to execute on a strategic plan to remain a premier active asset manager and global partner for retirement investors.
This document presents a comparative analysis of the investment portfolios of business class and service class investors of HSBC InvestDirect in Ludhiana. It finds that business class investors prefer higher risk investments like equity and real estate and have a longer investment horizon. They fall under an aggressive capital appreciation portfolio. Service class investors prefer lower risk investments like mutual funds and are more likely to withdraw during market fluctuations. They have a balanced portfolio seeking moderate risk and return. The analysis is based on a survey of 100 investors using the portfolio management services of HSBC InvestDirect.
This document presents a comparative analysis of the investment portfolios of business and service class investors of HSBC InvestDirect in Ludhiana. It analyzes their demographics, investment purposes, preferred investment avenues, and risk tolerance. The analysis found that business investors prefer equities and real estate for long-term capital appreciation and are more aggressive, while service investors favor mutual funds and are more risk averse. Research methodology included questionnaires, interviews, and analysis of over 100 business and service class investor portfolios to understand their investment behaviors and make comparisons between the two groups.
This document presents a comparative analysis of the investment portfolios of business class and service class investors of HSBC InvestDirect in Ludhiana. It finds that business class investors prefer higher risk investments like equity and real estate and have a longer investment horizon. They fall under an aggressive capital appreciation portfolio. Service class investors prefer lower risk investments like mutual funds and are more likely to withdraw funds during market fluctuations. They have a balanced portfolio seeking moderate risk and return. The analysis is based on a survey of 100 investors using the portfolio management services of HSBC InvestDirect.
S.M.Art is an executive search and recruitment firm that specializes in banking and financial services positions. They have been in operation since 2007 exclusively serving the banking and financial markets. Their team has 100% banking and financial background from major banks. They use a boutique approach and focus on uncovering a candidate's true motivations to ensure the best matches for clients.
Giulia Van Waeyenberge (Sofina) #cfoconferenzFDMagazine
This document provides information about Giulia Van Waeyenberge and Sofina. It summarizes Giulia's background and board experience. It then provides an overview of Sofina, describing it as a family-run investment company that takes long-term minority stakes in growing companies. The document outlines Sofina's investment strategy, which includes long-term minority investments in Europe-based companies, investments in fast-growing businesses, and investments in top-tier venture capital and private equity funds. It provides examples of current and past portfolio companies and funds Sofina has invested in.
Australian small cap stocks can be a popular investment due to their higher growth potential over large cap stocks. If you’d like to gain exposure to small cap stocks, this webinar can teach you how to identify high-quality businesses that can last the distance.
Identify small cap stocks that will last the distancenetwealthInvest
Michelle Lopez from Aberdeen Standard Investments presented on identifying small cap stocks that will perform well over the long term. The presentation focused on the importance of evaluating company fundamentals, including business strategy, management quality, financials, and ESG factors. Lopez emphasized that active investment including shareholder engagement is important for achieving strong risk-adjusted returns from small cap stocks.
Empea industry statistics q1 2015 official publicEMPEA1
This document provides an industry report on private equity fundraising and investment in emerging markets for Q1 2015. It includes statistics on total fundraising and investment amounts for emerging markets as well as those amounts as a percentage of global totals. Additional data is provided on private equity penetration rates by country and regional overviews of fundraising and investment. The methodology section describes how the data was collected and categorized.
How to become a winning adviser in the new world - Russell InvestmentsnetwealthInvest
This document discusses planning for financial advisers beyond 2020. It covers several topics to help advisers succeed, including focusing on efficiency, measuring success, valuing the role of an adviser, addressing investor behavior gaps, and adapting to demographic and regulatory changes. The value of segmentation and delivering the right client experience is also discussed. Disruptions from technology are addressed as well as moving to an outcome-oriented approach.
This document discusses strategies for diversification and controlling risk in investments. It summarizes a typical pension fund asset allocation from JPMorgan that divides investments among equities, fixed income, real estate and alternatives. It then discusses the significant monetary and fiscal stimulus by governments and central banks. Finally, it advocates constructing portfolios with statistically independent risk factors to reduce volatility and enhance returns over market cycles.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests in businesses promoting the UN's 17 Sustainable Development Goals using principles of Austrian economics and impact investing. Backtesting from 2005-2020 showed it outperformed one of the largest ESG funds. The strategy is managed by a team with decades of experience in finance, economics, trading, policy and ESG/sustainability.
This presentation was delivered in a Pune investor meet. Provides stock screening criteria, methodology, the ways to avoid trap, important consideration to identify the stocks
This document provides a guide for integrating environmental, social, and governance (ESG) factors into equity investing. It outlines various techniques for ESG integration, including fundamental, quantitative, smart beta, and passive strategies. It also provides guidance on assessing external managers and how ESG integration affects the investment process. The document aims to help investors implement ESG integration and describes how ESG factors can be treated similarly to financial factors in analysis and decision making. Case studies demonstrate how various investors have integrated ESG risks and opportunities into valuation models and investment decisions.
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, process and current views. Some key points:
- The fund has outperformed its benchmark over various periods since inception in 2009, with an annualized return of 8% vs the benchmark's 7.3%.
- The investment framework aims to participate in bond market rallies while protecting against downturns by maintaining a capital preservation bias.
- The process involves developing strategic and tactical views through proprietary analysis and debate, then implementing these views through active management within the framework.
- Currently, improving local politics are being swamped by a hostile external environment, making valuations on local bonds compelling.
KB Star Funds - Presentation Material (201606)kbasset
Please note that marketing materials without an approval code granted from the
Compliance Division of KB Asset Management are not official materials authorized
under our internal procedure. This marketing material is for general information
purposes only and subject to change. Investors should be aware that this presentation
does not purport to be a complete explanation of risks and other risks may also be
relevant from time to time. In the future the Fund may be exposed to risks that are
currently difficult to predict. Risks that are not described in it are considered as
immaterial at the moment, but they may become substantial later on and adversely affect
the fund. KB Asset Management does not guarantee investment decisions and
investment outcomes based on the information of this marketing material.
Approval Code Granted from the Compliance Division of KB Asset Management: 2015_336
This document provides an overview of Russell Investments' global practice management perspective and insights. It discusses four fatal assumptions that advisers often make and four characteristics of winning advisers. It also examines how investor behavior leads to buying high and selling low. Additionally, it explores topics like the value of an adviser, disruptions from demographic shifts and technology, and taking an outcome-oriented approach to portfolio selection aligned with a client's goals. The document offers guidance to help advisers plan beyond 2020.
The document summarizes a global macro hedge fund called Zaratan Capital. It provides an overview of the firm, management team, and investment process. Some key points:
- Zaratan Capital utilizes a global macro strategy to take advantage of trends across rates, currencies, commodities, and equity markets globally using liquid derivatives.
- The investment team has over 75 years of combined experience in finance and has worked together for over a decade. They implement a process focused on macro theme identification, trade construction, portfolio construction, and risk management.
- Past performance shows the strategy has achieved positive returns with low volatility and the ability to withstand market drawdowns when employed by team members previously. The fund aims to provide
This document summarizes the Fundsupermart.com Recommended Unit Trust Awards 2015. It lists the winning funds in various categories including core equity, bond, and balanced funds. Core equity funds were awarded for global, developed markets, emerging markets, Asia ex-Japan, and Malaysia equity exposures. Bond funds were awarded for short duration Malaysia, Malaysia, and Islamic bond funds. Balanced funds were awarded for Asia ex-Japan, Malaysia, and Islamic balanced funds. Supplementary awards included funds focused on Greater China, Europe, US, global resources, Asia ex-Japan small-mid cap, and bond funds focused on Asia ex-Japan, emerging markets, and global bonds. The event highlights top performing funds based on both quantitative and
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
The Rules Do Apply: Navigating HR ComplianceAggregage
https://www.humanresourcestoday.com/frs/26903483/the-rules-do-apply--navigating-hr-compliance
HR Compliance is like a giant game of whack-a-mole. Once you think your company is compliant with all policies and procedures documented and in place, there’s a new or amended law, regulation, or final rule that pops up landing you back at ‘start.’ There are shifts, interpretations, and balancing acts to understanding compliance changes. Keeping up is not easy and it’s very time consuming.
This is a particular pain point for small HR departments, or HR departments of 1, that lack compliance teams and in-house labor attorneys. So, what do you do?
The goal of this webinar is to make you smarter in knowing what you should be focused on and the questions you should be asking. It will also provide you with resources for making compliance more manageable.
Objectives:
• Understand the regulatory landscape, including labor laws at the local, state, and federal levels
• Best practices for developing, implementing, and maintaining effective compliance programs
• Resources and strategies for staying informed about changes to labor laws, regulations, and compliance requirements
HRMantra is a cutting-edge HR technology solution that harnesses artificial intelligence for digital transformation of HR operations. It streamlines processes like attendance management, performance evaluations, project progress tracking, employee database management, and payroll processing with automated income tax & benefit plans calculations. Unlock productivity, compliance automation, and data-driven insights with this innovative HR cloud platform for the future of work.
Why you need to recognize your employees? (15 reasons + tips)Vantage Circle
Discover the top reasons for employee recognition. Learn practical tips for creating an effective recognition program that benefits employees, managers, and the entire organization.
2. Selected General Representative Assignments
2
Chief Investment Officer
Major Regional Bank*
CIO – Investment & Wealth Management
Significant Ultra HNW Boutique Private Bank
Chief Investment Officer
Leading ESG Investment Firm
Chief Investment Officer
Major Hedge Fund*
Managing Director & CIO
Major Investment Firm*
Chief Investment Strategist & Head of
Investment Operations
Major Pension Fund*
Director of Alternative Investments
Boutique Value Investment Firm
Chief Investment Officer
Major European Investment Firm*
MD & CIO Hedge Fund of Funds – US
Large Family Office
Chief Investment Officer
CEO / COO
Leading ESG Investment Firm
Chief Executive Officer
Major Wealth Management Firm
President & Chief Operating Officer
Major Financial Advisory Non-Profit
President & Chief Executive Officer
Major Financial Services Association
President & Chief Executive Officer
Major Financial Services Trade Association
President
Major Financial Services Trade Association
President & Chief Executive Officer
Large Global Public Investment Firm*
President & Chief Executive Officer
President – Retail Investments Business
Major Global Diversified Investment Firm*
President – Hedge Fund of Funds
President – Retirement Services
Large Mutual Fund Company Subsidiary
President & Chief Executive Officer
Investment Analytics Software Co.*
President & Chief Executive Officer
Major Family Office*
Chief Executive Officer
Major Family Office*
Chief Executive Officer
Major Family Office*
Chief Executive Officer
Equities
Major Investment Firm*
Deputy Chief Investment Officer
Major Private Bank
Senior Portfolio Manager & Head of Small Cap
Boutique Value Investment Firm
Deputy Chief Investment Officer
Large Multi-Family Office*
Investment Director – Fund of Funds
Large Hedge Fund*
Head of Equity Research
Large Mutual Fund Company*
Retailing Analyst
Technology Analyst
Board of Directors
Major Independent Investment Firm*
Member, Board of Directors (3)
Major Private Equity Firm*
Member, Advisory Board
Investment Software Services Company*
Member, Board of Directors (5)
Large Global Public Investment Firm*
Chairman
Major Financial Services Industry Association
Member Board of Directors (2)
Global Financial Services Association
Board Governance Study & Member
Assessment
Fixed Income
Major Global Diversified Investment Firm*
MD & Head, Global Fixed Income
MD & Portfolio Manager
Large International Insurance Company*
Senior Credit Portfolio Manager
Senior Credit Research Analyst
Large Hedge Fund*
MD & Head of Fixed Income Strategies
Leading Independent Global Asset Manager
Sr. Portfolio Mgr – Emerging Market Debt
Major Hedge Fund of Funds*
Senior Analyst – Manager Assessment (3)
Quantitative Investments
Global Quantitative Equity Investment Manager
Global Chief Investment Officer
Major Independent Mutual Fund Firm*
MD & Head of Quantitative Equity Investing
Senior Quantitative Research Analyst (3)
Global Macro Economist (2)
Absolute Return Hedge Fund*
Quantitative Analyst
Large Electronic Securities Trading Firm*
Director of Financial Engineering
Major Ratings Agency*
Head of Hedge Fund Ratings
Institutional Sales & Marketing
Major Investment Firm*
Managing Director & Head of DCIO Sales
Large Diversified Investment Firm*
Director, Head of Insurance & Sub-Advised
Sales Channel
Major Independent Investment Firm*
EVP & Division Executive, Defined
Benefits Administration
Leading ESG Investment Firm
SVP & Head of Pension Sales/Consultant Cvrg
Global Large-Scale Diversified Asset Manager
MD – Middle Market Pension Sales
Major Investment Firm*
MD & Head of Institutional Distribution
Major Private Equity Firm*
Partner – New Business Development
Alternatives Fund of Funds*
MD & Head of Sales and Client Service
Major Global Diversified Investment Firm*
MD & Chief Marketing Officer – Institutional
Major Investment Firm*
VP & Chief Marketing Officer – Institutional
Major Venture Capital Firm*
Director, Head of Marketing & Client Service
Large Hedge Fund*
VP – Client Services Relationship Manager
Large Investment Management Firm*
Director – Pension Consultant Relations
Large Life & Annuity Insurance Firm*
Marketing Director – Pension Sales, Midwest
Large Diversified Investment Firm
SVP & Head of Northeast Regional Sales
Large US-Based Investment Manager
MD & Head of Client Solutions
Retail Sales & Marketing
Major Investment Management Firm*
President – Retail Distribution
Major Private Equity Firm*
Head of Retail Distribution
Head of National Accounts – Broker/Dealers
& Private Banks
Chief Marketing Officer – Retail
Leading ESG Investment Firm
EVP & Head of Distribution
VP & Head of Internal Sales Desk
Major Investment Management Firm*
MD & Head of Retail Distribution
Major Global Asset Management Firm
MD & Head of Exchange Traded Funds
Major Investment Management Firm*
VP & Head of National Accounts
Major Investment Management Firm*
EVP & Head of e-Commerce
Major Life and Annuity Insurance Company*
SVP & Chief Marketing Officer
Major Investment Firm*
VP & Chief Marketing Officer – Retail
Major Global Asset Management Firm
SVP – Digital Marketing
Global Head of Corporate Communications
Major Investment Management Firm*
Director – New Client Acquisition
Director & Chief Marketing Officer – Retail
Client Segment
Director & Chief Marketing Officer – Digital
& Social Media
Director & Chief Marketing Officer – ETF &
Advisor Channel
Major Public Investment Company*
MD – Product Management & New Product
Development
Major Investment Firm*
Director – New Product Development &
Product Management
Mid-Size Investment Firm*
MD, National Product & Sales Manager
Retail Investment Firm*
Vice President – Sales, Central Region
* Assignments were recruiting engagements led by
George Wilbanks at Russell Reynolds Associates
February 2018Wilbanks Partners LLC: Selected Relevant Assignments
3. Selected General Representative Assignments
3
Wealth Management & Family Office
Major Wealth Management Firm
President & Chief Operating Officer
EVP & Chief Financial Officer
EVP & Chief Risk Officer
EVP & General Counsel
EVP & Head of Operations
EVP & Chief Information Officer
EVP & Head of Finance
EVP & Head of Service
Head of National Sales & Field Management,
Business Development Group
Major Regional Bank*
President – Retail Brokerage Division
Money Center Bank*
President – Retail Brokerage Division
Major European Private Bank*
MD & Head of US Private Banking
Large Family Foundation*
Chief Investment Officer
Large Family Office*
Chief Executive Officer
Chief Investment Officer
Large Family Office*
President
Large Family Office*
President
Director of Investments
Large Family Office*
Director – Manager Search & Evaluation
Large Multi-Family Office*
Investment Director – Fund of Funds
Large Family Office
Head of Investments & Portfolio
Administration
Diversity
Major Regional Bank*
CIO – Investment & Wealth Management
Major Wealth Management Firm
MD & Chief Risk Officer
Leading ESG Investment Firm
EVP & Head of Distribution
SVP & Head of Pension Sales
VP & Head of Internal Sales Desk
Significant UHNW Boutique Private Bank
Chief Investment Officer
Major Independent Investment Firm*
Member, Board of Directors
Principal – Institutional Strategic Consulting
Principal & Head of Quantitative Equities
Head of International Audit
Director & CMO – Digital and Social Media
Senior Quantitative Research Analyst
Quantitative Research Analyst
Investment Analyst
Global Macro Economist
Major Independent Investment Firm*
EVP, Operations & Implementation,
Retirement Service Business
Major Investment Firm*
VP & Chief Marketing Officer – Institutional
VP & Chief Marketing Officer – Retail
Major Global Asset Management Firm
SVP – Digital Marketing
Major Pension Fund*
Director of Alternative Investments
Large International Insurance Company*
Fixed Income Portfolio Manager
Fixed Income Credit Analyst
Investment Analytics Software Company*
Head of Sales
Middle Office Software Company*
Product Manager
Large Family Office*
Director of Investments
Large Family Office
Head of Investments & Portfolio Administration
Technology and Operations
Major Wealth Management Firm
EVP & Head of Operations
EVP & Chief Information Officer
EVP & Head of Service
Major Independent Investment Firm*
EVP – Enterprise Operations
EVP, Operations & Implementation,
Retirement Business
Global Investment Management Firm
Chief Information Officer
Global Commodities Trading Services Firm*
Chief Information Officer
Large Global Security Services Bank
SVP & Head of Product Management, Fund
Services
Global FX Software and Trading Services*
Firm
MD – Americas Sales & Client Services
VP & Head of e-Commerce, Americas
Large Financial Services BPO Firm*
GM – Enhanced Shared Services
Large Public Diversified Investment Firm*
Group Manager – Middle Office Operations
Major Investment Management Firm*
VP – Investment Operations Manager
Major Financial Svcs Compensation
Consultant*
VP – Technology & Operations Consulting
Major Investment Services BPO Firm*
VP – Marketing Comm. & Brand Management
VP – Digital & Social Marketing
Middle Office Software Company*
VP – New Business Development
Product Manager
Legal, Risk Mgmt & Compliance
Major Wealth Management Firm
MD & Chief Risk Officer
MD & General Counsel
Major Life & Annuity Insurance Company*
SVP & Chief Risk Officer
Large Global Insurance Firm*
Head of Risk Management – Hedge Fund
of Funds, US Investment Division
Major Investment Management Firm*
EVP & General Counsel
SVP & Head of Risk Mgmt, Quantitative
Research & Product Development
Major Pension Fund*
Vice President – Investment Risk
Major Hedge Fund of Funds*
Senior Analyst – Risk Management
Corporate Officers
Major Investment Management Firm*
Chief Financial Officer
Major Wealth Management Firm
EVP & Chief Financial Officer
EVP & Head of Finance
Major Life & Annuity Insurance Company
Chief Financial Officer
SVP, Corporate Controller & Deputy CFO*
Major Independent Investment Firm*
Chief Actuary – Defined Benefit Consulting
Head of International Audit
Large Global Private Equity Firm*
Chief Administrative Officer
Major Global Asset Management Firm
Global Head of Public Relations
Large US-Based Investment Manager
Director of Global Human Resources
Major Family Office*
Chief Financial Officer
* Assignments were recruiting engagements led by
George Wilbanks at Russell Reynolds Associates
February 2018Wilbanks Partners LLC: Selected Relevant Assignments