It was a privilege to attend Pershing’s INSITE 2017 conference in San Diego in mid-June. At the event, Pershing Advisor Solutions CEO Mark Tibergien did a great job interviewing Green Bay Packers quarterback Aaron Rodgers, who described how he works on self-improvement, team building and other life skills.
Also inspiring were former Treasury Secretary Jack Lew and Uber’s founding CTO Oscar Salazar. Though they disagree on the exact balance to strike between humans and technology, they both explained the critical role that data will play in the future and how the youth of today will need to think critically and flexibly to master it.
In this month’s cover story, the 2017 SMA Managers of the Year discuss how they juggle the quest for returns and the need to check risk. Other thoughts on generating alpha (via active investing) are given by Daniel Kern of TFC Financial Management in “ETF Advisor” and Cliff Stanton of 361 Capital in “Alternative Investments.”
The best ways to manage relations with the two segments of baby boomers and tips on how to meaningfully connect with them are explained in this month’s feature story, “Thinking Boomer,” by Olivia Mellan and Sherry Christie. Bob Clark reflects on what boomers can learn from millennials in “Clark at Large,” and Cam Marston outlines steps to take to attract clients’ children in “The New School.”
This summer brings a frenzied amount of regulatory news. Melanie Waddell, our Washington bureau chief, shares her insights on the latest developments in Washington and summarizes what the top industry players are thinking about them in “Washington Watch” and “The Playing Field.” Thomas Giachetti lays out his thinking on managing the two phases of the new DOL fiduciary rule in “The Compliance Coach.”