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Bill Hortz

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Investing At The Intersection Of Social Justice And Environmental Sustainability

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Focusing on solutions and innovation in the sustainable investment landscape.

The Complexities And Opportunities Of Launching An Interval Fund

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Launching an interval or tender offer fund is like playing a multi-level chess game.

Reducing Discounts On Closed-End Funds

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Closing the discount on an exchange-listed, closed-end fund can be a tricky and frustrating process.

Top 2022 Institute For Innovation Development Articles

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Here are our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2022.

Investing In The Collision Of Two Energy Megatrends

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Global environmental conferences with cross-government support are helping build knowledge-based awareness and proactive action to gain traction for decarbonization and renewable power

Holistic Advisor Business Models Meet Client Demand

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Holistic financial advice has become an increasingly important topic of discussion and debate across the industry.

Modernizing Fund Distribution Through Connected Intelligence

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Ways to address some of the frictions inside modern asset management distribution, and how firms can adapt.

Building RIA Compliance For Enterprise Value

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An industry expert discusses RIA compliance and its place in building enterprise value.

Unique Asset Management Forum On Industry Challenges And Opportunities

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Here are a few key points shared at the SME Forum Fall 2022.

A FinTech CMO's Recap Of Schwab IMPACT 2022

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At the conference, the energy levels were high and the presentations were thought-provoking and rich with insight Here are a few key takeaways

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