Food for Thought

  On July 2, 2019, Jamesbeck's Melissa Norris spoke with Cheri Belski of T. Rowe Price and Meg Staczek of Capacity Group about changes that have resulted from a November 2018 panel discussion on women in leadership, hosted by Jamesbeck. The panel focused on women in investment management, and ways to help advance gender equality.   Listen here, check out the summary below, or access the full transcript.     Speakers:   Melissa Norris, one of the founders of Jamesbeck, a boutique executive search firm focused on the investment management community Cheri Belski, Head of Retirement for the U.S. at T. Rowe Price Meg Staczek, founder of Capacity Group, an

    In the search work we do with firms looking to enhance their organizational capabilities, we’ve noticed that our clients have big jobs, big mandates and big challenges. They also have very little time to think in big ways, yet all feel the need to transform some part of their organization. Each one of our clients is smart, hard-working, skillful and experienced. However, they lack something essential to their ability to lead their organizations to the next stage: time to reflect, feel and discern new insights.   In the long-ago days, before phones and computers, societies spent time in quiet reflection in

Intersection Growth Partners (“Intersection”), a San Francisco- and New York-based executive search boutique, announced their launch today.

The asset management industry is awakening to the importance of gender diversity across its ranks, from investment professionals to executive leadership. Recent studies have shown that mixed-gender portfolio management teams not only yield superior investment returns, but also increase the ability to attract assets.

As stocks edge closer to a bear market and shops seeking cost savings continue to consolidate, fund workers may be wise to dust off their résumés, career coaches say.

  While many financial services companies have made strides towards improving gender diversity, women are still behind at the C-suite and nearly all prior stages of promotion. At a recent gathering of business and human capital leaders from across the investment management industry, we learned that 73% of attendees believe there is broad support for diversity across their organizations but only 58% believe that their firms’ gender diversity initiatives are working.   Multiple studies have shown that gender diversity in leadership and in teams drive profitability and create value. According to Morningstar, having one or more women on a new fund's management team

Jamesbeck’s Founding Partner Melissa Norris was featured in Money Management Executive sharing her thoughts on how asset managers are navigating the expanding regulatory field by building out their compliance teams.