What continued as a thread throughout our most popular interviews (judged by website clicks) was the wisdom the chief investment officers brought to their investment offices, the concerns they shared, and the challenges they overcame as influencers within the industry.
Editor’s note:
As you likely know, one of our main goals at Markets Group is to feature interviews and events with some of the most interesting thought-leading Chief Investment Officers in the industry. It is the end of the year, and, thanks to our allocator
community, it’s been quite the year for exclusive interviews with leading chief
investment officers throughout the industry sharing their insights. You, readers, have helped us to find some of
the most interesting minds that you have been learning from. And, driven by a sense of intellectual meritocracy, you
have helped us to establish a body of work that has recognized CIOs for their
stellar performances and their abilities to help other allocators to see around corners.
When we interview thought leaders, we ask them to share information that will help other
allocators who wrestle with many of the same issues. And they have been
generous with granting us interviews, both in person and on the web. This year,
as chief investment officers pondered the new economy, they became our
BrainTrust and vetted new ideas on our website, and at our events. When new
CIOs took the helm, they let us introduce them to the community. When they
exited or retired, they shared their lessons learned and sage advice. What
continued as a thread throughout our most popular interviews (judged by website
clicks) was the wisdom they brought to their investment offices, the concerns they shared and the impacts they made on the industry. What follows is a list of our 10 most-viewed exclusives.
Thank you, all, for helping us to focus on the relevant and
the strategic thinkers of our industry. And for your generous time and advice as we
work to bring our finance community together by sharing thought leadership, that, like a 'rising tide, lifts all boats.'
Wishing you all a happy holiday, and looking forward to
working with you in 2025.
With gratitude and respect,
Christine D. Giordano
Create a free Newsletter Subscription to continue to follow our work in 2025.
Top Read 10 exclusive interviews of the year
Wolfson tripled the size of his fund, and brought it to 100% funded while using a relatively low-risk approach that wrought 9.1% net returns annualized over the past 5 years. Now he's mulling AI.
9. Exclusive Interview: Meet Lorenzo Newsome, Detroit's new CIO
After facing the largest bankruptcy in municipal history, Detroit went ten years without making pension payments. After the city made one, it hired a new CIO. Learn what he's up to.
8. Exclusive: Career Advice from an exit interview with top industry CIO recruiter, Michael Kennedy
Michael Kennedy was one of the industry's top recruiters
for chief investment officer recruiters. He also was appointed by former
President Obama's to the Federal Retirement Thrift Investment Board in
2010, and a year later, became its chair from 2011 to 2020, even after the
presidential shift to the Trump presidency.
7. CIO Jeb Burns on Elections, Opportunities, and What’s Been Working in this Economy
The strategist discusses everything from agriculture to emerging markets.
6. Generating Sustainable Returns with Rob Roy
Soon to be fueled 100% by Alternative Energy.
5. Part 4: Exelon CIO Doug Brown Mentoring the Future
A series about the CIO whose ability to create (at least) eight strong chief investment officers is something we found worth exploring. In part 4, CIO Andrew Ward and Exelon's successor CIO Jessica Hart discuss the traits that make him the rock in the storm
Reflecting on his legacy as a Hall of Fame honoree, with advice on what he’s watching about debt and T-bills in the new economy.
3. CIO Patrick Fleming of Wyoming State Treasurer’s Office applies KISS principle for success
The CIO is expecting the long end of the US treasury curve to be problematic due to debt levels that have surpassed the military and defense budgets.
2. Exclusive Interview with CalSTRS Scott Chan
Chan discusses how he and the investment team at CalSTRS built the co-investment program and collaborative model, how the investment team gained alignment with the board, and what guardrails needed to be in place to keep it successful, what investments in the new economy seem promising.
Colorado CIO is vetting co-investment funds on the “large end of the market” to create beta within PE at lower fees.
