Ron Bundy, a pioneer of the ETF industry and the head of the index business at Morningstar, talks about disrupting a consolidated industry and the role of trust in accelerating change. “There’s a speed of trust that accelerates all the things we want to do in our business.” Leadership has to adapt — to existential disruption like the COVID crisis, of course, but also to the routine but demanding challenges leaders face in a time of constant change. Like managing people through an acquisition...

Mark Makepeace, the new CEO of Wilshire, talks about what it takes to step into the leadership of a company with an established culture and legacy. It's one thing to lead a start-up like FTSE Russell, which he founded in the 1990s, and another to lead an established company like Wilshire. "It's about listening to the talent." Summary: Behind our industry's current focus on technology-enabled investing is the story of the rise of stock market indexes from their original role as economic...

Mark Makepeace, the founder of index provider FTSE Russell and now the CEO of Wilshire, talks about what it takes to lead—from a start-up of nine people to a global information services provider with $16 trillion in assets benchmarked to its indexes. "It's about bringing people along on a journey." Summary Behind our industry's current focus on technology-enabled investing is the story of the rise of stock market indexes from their original role as economic indicators to their place at the...

Executive coach, Nadine Mendelek Theimann, PhD, PCC, discusses how mindfulness, compassion and purpose can save corporate Leadership. Since mid-March of 2020, we’ve faced an expanding global pandemic, associated extreme economic volatility and mass protests over racial injustice. The convergence of these three crises has many business leaders questioning if their leadership skills that they have honed over the years will be the same skills they will need to face the challenges of the "new...

AllianceBernstein’s Head of Global Tech & Ops, Karl Sprules, discusses his firm’s approach to navigating through the COVID-19 Crisis. Technology and operations leaders have been on the front lines for investment firms dealing with the COVID 19 crisis. Now more ever it is important for these leaders to solve how to navigate an emerging ‘new normal’ across technology, operations, people, and process. Host Craig Welch from BlackMoss Partners spoke with Karl Sprules, Head of Global Technology...