NAIC Perspectives

New 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

A Long-Term Perspective
Nili Gilbert
As a portfolio manager and entrepreneur, Nili Gilbert, Co-Founder and Portfolio Manager of Matarin Capital Management, says one of the most exciting things is the ever-changing industry. She believes her firm will be more successful by focusing on long-term ideas and a long-term discipline – separating the true signals from the noise.
More ‘Jackie Robinson Moments’ for Diverse Managers Ahead
John W. Rogers Jr.
Looking to the future of the industry, John W. Rogers Jr., Chairman, CEO & Chief Investment Officer of Ariel Capital Management, hopes to see more universities, hospitals and other private institutions working with diverse money management firms. In this installment of Perspectives, NAIC’s online video series, Rogers surmises that if more of the non-profit institutions begin to live the values they claim to espouse with regards to inclusion, they would embrace inclusion for diverse firms beyond the typical areas of construction and catering and the like to include such professional services as information technology, advertising, accounting, legal and money management.
A Champion for Diversity
Emil Jones, Jr.
Former Illinois Senate President Emil Jones, Jr. shares how he managed to pass legislation mandating the inclusion of diverse-owned investment firms among the state’s selected investment managers. One of the great champions for diversity, Senator Jones learned the inner workings of the state pension systems and their allocation processes to successfully craft regulations that would create inroads for qualified investment firms that were previously denied such opportunities.
Solutions for Mitigating Deal Risk
Nina Boone
A lot of time, money and effort goes into structuring M&A deals, and there are many things that can scuttle a deal or have an otherwise negative impact on its value or terms. Nina Boone, Managing Director, AON, shares some of the products available to help mitigate some of that risk and how her firm’s tools help private equity firms get deals done. AON is a leading global professional services firm providing a broad range of risk, retirement and health solutions.
The Future of Co-Investing
Robert Azeke
Co-investors have evolved over time from passive investing to more sophisticated, more engaged investors, says Robert Azeke, Founder and Managing Partner of Farol Asset Management LP. In this installment of Perspectives, NAIC’s online video series, Azeke discusses the evolution of co-investing and how it impacts his firm’s investment strategy.
The Case for Boardroom Diversity
John W. Rogers Jr.
Once a diverse professional has earned a seat on a corporate board of directors, the onus is on him or her to become a leader in the boardroom and champion economic fairness, says John W. Rogers Jr., Chairman, CEO & Chief Investment Officer of Ariel Investments. In this installment of Perspectives, NAIC’s online video series, Rogers, who helped launch the Black Corporate Directors Conference more than 15 years ago, shares his thoughts on the significance of diversity in the boardroom as well as the need for effective diverse board representation.