Leadership Stories

2025 Summer Leadership Series – Alternatives and Discipline Emerge as Keys in Volatile Markets
Our Connect Money Summer Leadership Series highlighted a clear consensus: in today’s structurally...Read more
2025 Summer Leadership Series – Proactive Hedging in a Volatile Rates Environment
In the fourteenth and final edition of Connect Money’s 2025 Leadership Series, market experts sha...Read more
2025 Summer Leadership Series – Debt Risks, Market Shifts, and the Confidence Factor
In the thirteenth edition of Connect Money’s 2025 Leadership Series, top industry voices weigh in...Read more
2025 Summer Leadership Series – Industry Leaders Weigh Fed Surprises and Market Froth
In the twelfth installment of Connect Money’s 2025 Leadership Series, top executives offered cand...Read more
2025 Summer Leadership Series – How Tariffs and Treasury Volatility Are Shaping Investment Strategy
In the eleventh installment of Connect Money’s 2025 Leadership Series, senior executives from acr...Read more
2025 Summer Leadership Series – Experts Share Outlook, Risks, and Opportunities
In the tenth installment of Connect Money’s 2025 Leadership Series, a group of industry leaders s...Read more
2025 Summer Leadership Series – Global Leadership, Market Risks, and Narratives That Could Flip
In the ninth installment of Connect Money’s 2025 Leadership Series, industry leaders explore whet...Read more
2025 Summer Leadership Series – Global Policy Divergence, Debt Risks Take Center Stage
In the eighth installment of Connect Money’s 2025 Leadership Series, industry leaders tackle some...Read more
2025 Summer Leadership Series – Treasury Volatility and Fed Uncertainty Define Market Outlook
In the seventh installment of Connect Money’s 2025 Leadership Series, industry experts weighed ho...Read more
2025 Summer Leadership Series – Experts Tackle Volatility and Trade Policy
In the sixth installment of Connect Money’s 2025 Leadership Series, industry experts shared their...Read more
2025 Summer Leadership Series – Key Investment Narratives for 2025–2026
In the fifth installment of Connect Money’s 2025 Leadership Series, industry leaders examined key...Read more
2025 Summer Leadership Series – Experts Debate U.S. Debt Sustainability and Market Leadership
In the fourth installment of Connect Money’s 2025 Leadership Series, experts tackled one of the m...Read more
2025 Summer Leadership Series – Global Monetary Policy Divergence Reshapes Allocation Strategies
In the third installment of Connect Money’s 2025 Leadership Series, investment leaders share how ...Read more
2025 Summer Leadership Series – Navigating Financing Strategies Amid Interest Rate Volatility
In the second installment of Connect Money’s 2025 Leadership Series, executives share their persp...Read more
2025 Summer Leadership Series – Market Volatility and Tariffs Implications
This summer, Connect Money is turning to the voices of respected industry leaders to assess what li...Read more
Change Agent: Ganesh Sakshi, Mountain V Oil & Gas
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Joshua Ungerecht, ExchangeRight
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Mike Fanning, Advisor360°
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Andrew Krei, Crescent Grove Advisors
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Stephen C. Daffron, BetaNXT
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Michael Underhill, Capital Innovations
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Lisa Gok, Cetera
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Steve Sanders, Interactive Brokers
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Frank Smith, Private Advisor Group
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Next Generation: Wealth Management – Merrill Lynch’s Gina Hall
Connect Money presents our inaugural Next Gen Wealth Management series. Throughout the past several...Read more
Next Generation: Wealth Management Profile – Varun Marneni
Connect Money presents our inaugural Next Gen Wealth Management series. Throughout the past several...Read more
Next Generation: Wealth Management Profile – KJ Dykema
5th in a profile series of next gen wealth managers Connect Money presents our inaugural N...Read more
Next Generation: Wealth Management Profile – Paolo Barbone
Connect Money presents our inaugural Next Gen Wealth Management series. Throughout the past several...Read more
Next Generation: Wealth Management Profile – Jake Hamlin
Connect Money presents our inaugural Next Gen Wealth Management series. Throughout the past several...Read more