Asset Allocation: Is Modern Portfolio Theory Dead? (2/2)

This is the second part of the summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. You can read part 1 here. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, […]

Current Trends in the Electronic Payments Industry

The following is a short summary of the keynote speech by Jeff Yabuki, President and CEO of Fiserv, Inc. Jeff talked about four drivers to build growth, profit and loyalty in the financial services industry: 1. “Away From” is the New Global Position Social media has become ubiquitous and is available on every mobile device.  You never […]

How Great Leaders Inspire Us to Take Action

This post is a summary of a session from the MMI’s 2011 Annual Convention. The speaker was Simon Sinek, Renowned Leadership Expert and author of Start With Why. “There are ‘leaders’ and ‘those who lead’,” Simon asserted.  Most companies have no clue why their customers are their customers.  They only think they know. Simon explained that […]

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