Most Likely to Succeed: Leadership in the Fund Industry

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Financial Analysts Journal Author Webinars
Source: CFA Institute
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50:00, video webcast, recorded on 17 November 2011
Posted on 28 December 2011

Robert C. Pozen is chairman emeritus of MFS Investment Management and is a director of MFS funds. He is a senior lecturer at Harvard Business School and a senior fellow at the Brookings Institution. Previously, Mr. Pozen served as secretary of economic affairs for Massachusetts Governor Mitt Romney. He was also a member of President George W. Bush’s Commission to Strengthen Social Security, where he developed a Social Security solvency proposal that was later embraced by the president. Mr. Pozen has written many articles and books, including The Fund Industry: How Your Money Is Managed. He holds a bachelor’s degree from Harvard College and a law degree from Yale Law School.

This information is accurate as of the date of recording.








Theresa Hamacher, CFA, is president of the National Investment Company Service Association, which provides independent education and networking forums to professionals in the global investment management community. Previously, she served as chief investment officer for both Pioneer Investment Management USA and Prudential Mutual Funds. Ms. Hamacher has also served as the portfolio manager for the Prudential-Bache (Tax-Managed) Utility Fund. She is co-author of The Fund Industry: How Your Money Is Managed and The Pocket Idiot’s Guide to Investing in Stocks. Ms. Hamacher holds a bachelor’s degree in economics from Yale College.

This information is accurate as of the date of recording.








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Summary

The authors in this webinar discuss critical factors for success in the mutual fund business. These critical factors surprise many because they are not fund performance or marketing. Instead, the firms that are most likely to succeed are dedicated to the asset management business and are structured as partnership-like organizations controlled by their investment professionals. Please see the related Financial Analysts Journal article, "Most Likely to Succeed: Leadership in the Fund Industry."

This is an archived recording of a live event that took place on 17 November 2011.

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