Observing the transformative changes in the fund and ETF industry, and providing my perspective as an independent director and an advisor . I co-founded Strategic Insight (SI) in 1986, as the modern era of the mutual fund industry started; led SI's research (informing and advising industry ...more

Observing the transformative changes in the fund and ETF industry, and providing my perspective as an independent director and an advisor . I co-founded Strategic Insight (SI) in 1986, as the modern era of the mutual fund industry started; led SI's research (informing and advising industry leaders and fund trustees) for over two decades, until the end of 2015.less