NAIC Perspectives

Perspectives is a video web series hosted by the National Association of Investment Companies that provides a look into the world of diverse investment managers and the industries in which they do business. Important industry news, the latest trends, and groundbreaking transactions are discussed by the industry professionals and influential deal-makers who make them happen. Select a topic below to view videos related to that topic.

A Look Into Diverse-Owned Firms

Champions for Diversity

DAMI and the Argument for Inclusion

Diverse Managers and Their Strategies

Making the Case for Diversity

New Perspectives

Performance in the Marketplace

Women in Private Equity

Growing Diverse Funds for Greater Impact
Jarvis V. Hollingsworth
The Teacher Retirement System of Texas (TRS) announced plans last year to invest an additional $3 billion with Emerging Managers over 3-5 years. This came on top of an existing $5.8 billion TRS has already invested with emerging managers since 2005. In this installment of Perspectives, NAIC’s video series, Jarvis Hollingsworth, Chairman of the TRS Board of Trustees, provides his insight into the diverse manager space, explaining why he hopes to see more diverse managers grow their funds, land larger allocations from TRS, and have a greater positive impact on its portfolio.
How Young Professionals Can Succeed in Financial Services
Brent Gledhill
How can a young professional or student looking to get a foothold into the financial services industry best position themself for success? In this installment of Perspectives, NAIC’s video series, Brent Gledhill, Managing Director, Global Head of Investment Banking, William Blair, shares some of his recommendations to aspiring professionals, including conducting thorough research as specific areas of the industry are best suited for different personality types and skillsets.
The Case for Diversity in the Boardroom
Hershel Harper
For there to be greater business and career opportunities for those diverse groups that have historically been excluded, there must be increased representation within boardrooms. In this installment of Perspectives, NAIC’s online video series, Hershel Harper, UAW Retiree Medical Benefits Trust’s Chief Investment Officer, discusses the significance of a diverse boardroom and how the Trust and its members have benefitted from it.
Managing Biases
Angela Matheny
Decision-makers within institutional investors and consulting firms often have preconceptions or biases when it comes to looking at smaller asset managers. In this installment of Perspectives, NAIC’s online video series, Angela Matheny, Director of Investment Staff & Diverse Manager Equity at Colonial Consulting, discusses why the firm sets aside those biases to focus on talent and performance when performing their required due diligence.
Creating Opportunities for Diverse Communities
John W. Rogers, Jr.
John W. Rogers, Jr., Chairman, Co-CEO and Chief Investment Officer of Ariel Investments, believes that to create more opportunities for diverse-owned businesses and their communities, there must first be greater diverse representation in the boardroom working to see that opportunities flow into these communities. In this installment of Perspectives, NAIC’s online video series, Rogers shares his thoughts on why it is ‘critically important’ that there are more diverse professionals on corporate and non-profit boards.
Knowing The Process
Jarvis V. Hollingsworth
What will it take to increase the level of diversity on public plan trustee boards? In this installment of Perspectives, NAIC’s online video series, Jarvis V. Hollingsworth, Chairman of the Teacher Retirement System of Texas (TRS), explains some of the processes keeping many diverse candidates out of the running for these appointed positions and how preparing the next generation of professionals to enter the pipeline can lead to increased representation.
Seeking Diverse Managers Who Add Value
Mark Doherty
The San Francisco Foundation, one of the largest community foundations in the country, supports thousands of nonprofit organizations each year to advance racial and economic equity in the Bay Area. In this installment of Perspectives, NAIC’s online video series, Mark Doherty, Director of Investments, explains what the foundation looks for in an asset manager. The San Francisco Foundation has approximately 30% of its assets deployed with women or people of color.
Diversity — An Important Part of William Blair’s Evolution
John R. Ettelson
One of the leading advisors for diverse asset managers, William Blair has led approximately $30 billion in buy/sell transactions with these firms. In this installment of Perspectives, NAIC’s online video series, John R. Ettelson, President & Chief Executive Officer of William Blair, explains the value of instituting an effective policy and culture for diversity and inclusion and how the global financial services firm has benefited as a result.
Diverse Managers — Where the Action Is
Ellen-Blair Chube
“We want to be where the action is. We want to be in the room,” says Ellen-Blair Chube, Managing Director and Client Service Officer for William Blair, explaining her firm’s goal of increasing business with diverse managers. In this installment of Perspectives, NAIC’s online video series, Chube explains why the firm sees great value in building strong relationships with diverse-owned firms and how she envisions those relationships evolving. William Blair, the leading advisors for diverse asset managers, has led more than $30 billion in buy/sell transactions with diverse-managers.
Deal-Making in South America
Oscar Decotelli
What is the outlook for investing in South America over the next 5-10 years? In this installment of Perspectives, NAIC’s online video series, Oscar Decotelli, Managing Partner and CEO of DXA Investments, explains the risks and benefits of investing in the region and how his firm’s investment strategy generates emerging market returns while minimizing risk. DXA Investments is a Brazil-based private equity firm focused on providing growth capital to Small & Medium Enterprises.
The Secret to a Home Run Deal
Ted Yun
Last year was a busy one for NexPhase Capital, which completed the sale of CPS Group Holdings, Inc. to Frazier Healthcare Partners for a 4.83x return and entered a definitive agreement to sell software company Flexible Architecture & Simplified Technology, LLC to Verisk Analytics, Inc. In this installment of Perspectives, NAIC’s online video series, Ted Yun, Co-Founder and Managing Partner for NexPhase, shares his key ingredients to a Home Run deal.
Standing Out in a Crowd
Brent Gledhill
How can a young private equity firm best gain a positive reputation and build relationships to position itself for larger capital allocations? In this installment of Perspectives, NAIC’s online video series, Brent Gledhill, Managing Director, Global Head of Investment Banking, William Blair, spells out what he looks for in an asset manager and provides actionable advice on how new firms can separate themselves from the pack. Gledhill leads a business that comprises more than 500 bankers on four continents in more than 20 cities.
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