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May 24, 2013

Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Brad Friedlander, head portfolio manager at Angel Oak Capital and one of the Rising Stars of Mutual Funds, talks about what he learned during the financial crisis that led to the creation and successful growth of a firm that invests primarily in mortgage-backed securities.

May 17, 2013

Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Matthew Berry, managing director of Bedrock Valuation Advisors and one of the Rising Stars of Mutual Funds, talks about the need for mutual fund boards to better understand internal and third-party valuation.

May 14, 2013 - Nick Jardine

Espressos & Expenses: Vanguard Highlights Low Costs With Coffee

What’s worse: paying too much for a mutual fund or paying too much for an extra-shot chai latte with skimmed milk?

Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Espressos & Expenses: Vanguard Highlights Low Costs With Coffee

Current

Features - May 24, 2013 -
Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Brad Friedlander, head portfolio manager at Angel Oak Capital and one of the Rising Stars of Mutual Funds, talks about what he learned during the financial crisis that led to the creation and successful growth of a firm that invests primarily in mortgage-backed securities.
Features - May 17, 2013 -
Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Matthew Berry, managing director of Bedrock Valuation Advisors and one of the Rising Stars of Mutual Funds, talks about the need for mutual fund boards to better understand internal and third-party valuation.
News - May 14, 2013 - Nick Jardine
Espressos & Expenses: Vanguard Highlights Low Costs With Coffee

What’s worse: paying too much for a mutual fund or paying too much for an extra-shot chai latte with skimmed milk?
News - Apr 24, 2013 - Dervedia Thomas
iShares New Ringtone Strikes A Chord

BlackRock iShares’ new branded ringtone has struck a chord with the folks here at II Intelligence.
News - Apr 22, 2013 - Nick Jardine
Firms Go Haiku On Twitter

Funds firms have a new idea.
News - Mar 26, 2013 - Nick Jardine
Morningstar On The Go? Mercedes Says Yes

Investors may be familiar with checking fund information via Morningstar’s website, but they’re probably not used to checking up on their investments while on the move… in their car.
News - Mar 05, 2013 - Stan Wilson
Not So Fast: Crowdfounders Slowed By SEC Speed

Give the Securities and Exchange Commission a JOBS Act that scares it, and in turn it will frustrate a lot of people.
News - Feb 26, 2013 - Nick Jardine
Putnam Strikes Gold With Sponsorship Deal

Putnam Investments has seemingly stumbled across a winning formula in sponsoring both the U.S. ski team and American skiing sensation Ted Ligety.
Blogs - Sep 27, 2012 - Stan Wilson
JOBS Act Vs. 40 Act: It’s On For Mutual Funds

Fund industry Washington hands are watching nervously for a Securities and Exchange Commission decision on the JOBS Act coming soon.
Blogs - Sep 21, 2012 - Stan Wilson
Not Another Financial Transaction Tax Bill

It’s still only a pipedream, but on Sept. 17 Rep. Keith Ellison (Minn.) introduced yet another bill that would impose a financial transaction tax on trades made by funds and all others.

Video - May 24, 2013 -
Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Brad Friedlander, head portfolio manager at Angel Oak Capital and one of the Rising Stars of Mutual Funds, talks about what he learned during the financial crisis that led to the creation and successful growth of a firm that invests primarily in mortgage-backed securities. more
Video - May 17, 2013 -
Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Matthew Berry, managing director of Bedrock Valuation Advisors and one of the Rising Stars of Mutual Funds, talks about the need for mutual fund boards to better understand internal and third-party valuation. more
Video - Apr 26, 2012 -
Alpha’s Alford Talks Alts, Origin

Brad Alford, chief investment officer of alternative specialist Alpha Capital Management, discusses his firm’s origins, offerings and place in the industry. Alford was named a Rising Star Of Mutual Funds. more
Video - Apr 26, 2012 -
Morningstar’s Dolan Talks Ratings, Reports

Karen Dolan, director of mutual fund analysis at Morningstar, talks about Morningstar’s new fund ratings system and global fund reports. more
Video - Apr 26, 2012 -
MSSB’s Kokenos Speaks About Strategy, GPS Tool

Peter Kokenos, ETF product manager at Morgan Stanley Smith Barney, discusses the firm’s Liquid Alternative Portfolios, the strategies behind them and the Global Product Screener advisor tool. Kokenos was named a Rising Star Of Mutual Funds. more
Video - Apr 26, 2012 -
BNY’s Farrelly Discusses Creation Of His Position

Rashaan Farrelly, client services officer at BNY Mellon, discusses the creation of a position specifically for him to service the exchange-traded fund authorized participants and clients. Farrelly was named a Rising Star Of Mutual Funds. more
Video - Aug 26, 2011 - Mike Schnitzel
Welcome to Fund Industry Intelligence

Watch a video of managing editor, Mike Schnitzel, explain the features of the new website. more
Video - Aug 18, 2011 -
MFS' Pozen Named Lifetime Achievement Winner

Robert Pozen, the chairman emeritus of MFS Investment Management who is credited with reviving the Boston firm after the 2003 market-timing scandal, was honored with a lifetime achievement award at Fund Action's 18th Annual Mutual Fund Industry. Watch a video interview with him after the jump. more
Multimedia - Aug 18, 2011 -
OppenheimerFunds’ Willis Named Top Marketer

Martha Willis, chief marketing officer at OppenheimerFunds, has won FA’s Fund Marketer of the Year Award. Watch a video of her discussing the mutual fund marketing industry after the jump. more
Video - Aug 18, 2011 -
Rising Star: Carlos Feged Hartford Investment Management

Carlos Feged, Hartford Investment Management was named one of this year's Rising Stars of the Mutual Fund Industry. Watch a video interview with him after the jump. more

Events - Jun 02, 2013
Foundation & Endowment Intelligence's Foundation & Endowment Investment Awards

Each year the editors of Foundation & Endowmwent Intelligence honor the foundations, endowments, consultanats, marketers and investment managers who stoof out for their successes, achievements and contributions to the Nonprofit investment community during the year.
Events - Sep 19-20, 2013 -
NICSA General Membership Meeting 2013

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Featured

Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Espressos & Expenses: Vanguard Highlights Low Costs With Coffee

Current

Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Espressos & Expenses: Vanguard Highlights Low Costs With Coffee

iShares New Ringtone Strikes A Chord

Firms Go Haiku On Twitter

Morningstar On The Go? Mercedes Says Yes

Not So Fast: Crowdfounders Slowed By SEC Speed

Putnam Strikes Gold With Sponsorship Deal

JOBS Act Vs. 40 Act: It’s On For Mutual Funds

Not Another Financial Transaction Tax Bill

Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

Alpha’s Alford Talks Alts, Origin

Morningstar’s Dolan Talks Ratings, Reports

MSSB’s Kokenos Speaks About Strategy, GPS Tool

BNY’s Farrelly Discusses Creation Of His Position

Welcome to Fund Industry Intelligence

MFS' Pozen Named Lifetime Achievement Winner

OppenheimerFunds’ Willis Named Top Marketer

Rising Star: Carlos Feged Hartford Investment Management

Foundation & Endowment Intelligence's Foundation & Endowment Investment Awards

NICSA General Membership Meeting 2013

Will the massive JPMorgan trading loss affect the way you invest?

Already Registered? Log in below

Not Registered? Get it now!

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