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Toigo Foundation

Expand Your Career Network: Frank Talk from Smaller Asset Management Firms

On October 28, 2021, the Investment Company Institute (ICI) offered a free one-hour roundtable to the Robert Toigo Foundation network. The virtual program connected Toigo Fellows, alumni, and their colleagues with a range of smaller asset management firms. Topics included:

  • An introduction to ICI and the asset management industry
  • An overview of the featured asset management firms 
  • A day-in-the-life of an investment professional at each firm
  • Recruiting investment talent: challenges, opportunities, and more 

Attendees had the opportunity to ask questions throughout the roundtable.

Speakers

Angel Stewart
ANGEL STEWART, Moderator
Director of Talent Management
Toigo Foundation
Donna Merchant
DONNA MERCHANT
Director, Human Resources
Resolute Investment Managers
Debra Pollard
DEBRA POLLARD
President
FAM Funds
Mark Stoeckle
MARK STOECKLE
CEO
Adams Funds
Drew Weitz
DREW WEITZ
Portfolio Manager
Weitz Investment Management

The program was open only to members of the Toigo Foundation network.

Materials

  • Archive recording
  • Slides (pdf)

If you have any questions, please contact Linda Brenner at brenner@ici.org.
 

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