I recently spoke with 7 senior leaders across top investment consulting firms and consultant relations professionals to understand: how can private markets GPs best serve the consultant community in today’s...

Hiring your first dedicated fundraising & investor relations professional marks a significant milestone for any growing alternative investment firm.

When thoughtfully structured and well-supported, a dedicated COO for distribution can be transformational.

This article is based on a series of interviews with five industry veterans who are “failing” retirement in the best possible way.

In his 1962 State of the Union, JFK used this line to advocate for economic reform during stable times. 

Liminal is from the Latin word ‘limen’, which means threshold. A liminal space is the time in between what existed before and what is yet to come.

Key takeaways from the full report: Based on Willow Hill’s proprietary survey of 95 distribution leaders ranging in responsibility levels from those managing small teams to Global Heads of Distribution to...

“In your twenties, everyone tells you to focus on where you want to be headed professionally but it is also a pivotal time for where you are headed in life. Those early career years are important, and sacrifices will need to be made but it’s your family, friends,...

CIOs and Strategy Heads shared their favorite podcasts during our conversations for AMA#16 – Best Practices. This list emerged organically and is by no means a ranking or comprehensive, though the top four were the most often cited by far. Happy...

On April 26, 2024, the Financial Times article, Ban on Non-Compete Agreements Sends Shockwave Across Wall Street, began with “The US Federal Trade Commission’s action to ban non-compete agreements has left Wall Street businesses rushing to restructure contracts and...

Based on a series of interviews held in May 2024 with 11 senior institutional and private wealth allocators (CIOs and strategy heads) and a former allocator turned marketer. Contributors represent a cross section of corporate and public pensions, private wealth,...

As the first in a series of collaborations, I asked Matt Sullivan, Partner at Long Ridge Partners, to share his insights on associate hiring. Thank you, Matt, for a great conversation!