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

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.
How Colonial Consulting Built an Effective Diversity Plan
Angela Matheny
While many investment consulting firms have yet to realize the benefits of embracing diversity and inclusion, Colonial Consulting put together a plan that resulted in not only greater client satisfaction, but greater capital commitments to diverse asset managers. In this installment of Perspectives, NAIC’s online video series, Angela Matheny, Director of Investment Staff & Diverse Manager Equity, Colonial Consulting, shares some of the first steps the firm took with regard to sourcing diverse talent.
Texas TRS’ Plan to Invest More Than $3 Billion With Emerging Managers
Jarvis Hollingsworth
The Teachers 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 online video series, Jarvis Hollingsworth, Chairman of the TRS Board of Trustees, explains how the program was structured and why a ‘transition portfolio’ was implemented for certain managers.
Staying Off the SEC’s Radar
Gregory M. Weston
In recent years, the SEC has increased its regulation of private equity firms and their practices. In this installment of Perspectives, NAIC’s online video series, Gregory M. Weston, Partner at international law firm Winston & Strawn LLP, shares his thoughts regarding critical areas that fall in the SEC’s crosshairs – reporting, transparency, conflicts of interest –and what private equity firms should be aware of from a compliance standpoint.
Finding Gems In Healthcare
Avinash Amin, MD
An effective investment team is one of the most critical components of a money management firm. In this installment of Perspectives, NAIC’s online video series, Avinash Amin, MD, Co-Founder and Partner of Madryn Asset Management, shares his firm’s investment strategy, decision-making process and how they deliver superior risk-adjusted returns. Madryn invests in innovative healthcare companies specializing in unique and transformative products, technologies, and services.
The Influencers of the Role Model
John W. Rogers, Jr.
John W. Rogers, Jr., Chairman, Co-CEO & Chief Investment Officer of Ariel Investments, has been a longtime role model for his business success, philanthropy, advocacy for diversity, and public service. In this installment of Perspectives, NAIC’s online video series, we ask Rogers who his role models were. From his mother – the first African American woman to graduate from the University of Chicago Law School – and others he met early in his career, Rogers shares his memories of those who helped shape his professional and personal triumphs.
The Return on Investing in Diversity
Jacqui Robertson
For a firm to deliver their best to clients, they must nurture and retain top talent. In this installment of Perspectives, NAIC’s online video series, Jacqui Robertson, Global Head of Talent, Diversity and Inclusion for William Blair & Co., talks the value of having different perspectives within an organization and properly investing in the right talent.
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