Month: September 2017

September 25, 2017
David Barrett - Searching for Leaders (EP.26)
  David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds Associates and Heidrick and Struggles. He began his career as a self-professed failed equity […]
September 18, 2017
Scott Malpass - The Fighting Irish's Twelfth Man (EP.25)
 Scott Malpass is the esteemed Vice President and CIO of Notre Dame University, where he oversees the school's $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to South Bend at the ripe age of 26 following a brief stint on Wall Street. His track record for almost […]
September 4, 2017
Jim Dunn - Protect, Perform, Provide (EP.24)
  Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before […]
September 1, 2017
Why Communication is Key to Active Management
This article originally appeared in Institutional Investor on September 1, 2017. If investing is a people business, then creating real dialogue among team members is a key driver of performance. A few months ago I started recording conversations with some well-known allocators I had come to know in my two decades in this industry. I […]
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