61 min listen
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
FromCapital Allocators – Inside the Institutional Investment Industry
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
52 minutes
Released:
Dec 15, 2022
Format:
Podcast episode
Description
Today's sponsor insight is from MFS, the $528 billion asset managers founded in 1924 and credited with creating the first ever mutual fund. Carol Geremia is the President and Head of Global Distribution, where she oversees the firm's worldwide client facing efforts and helps drive MFS' long-term corporate strategy. In her 37 years at MFS, Carol has served as the Co-Head of Global Distribution, President of the firm's Institutional Business, and President of MFS Retirement Services. Our conversation covers Carol's early years at MFS, path to her current role, the firm's 100-year history, and its culture. We dive into the firm's research process, team structure, and strategic evolution, and then then turn to what Carol is hearing from investors, opportunities and risks, ESG, and driving change in the industry. Learn more about MFS Investment Management Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Dec 15, 2022
Format:
Podcast episode
Titles in the series (100)
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04): My guest on today’s show is Tom Lenehan, the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of im by Capital Allocators – Inside the Institutional Investment Industry