Bill Hortz On Innovation
William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.
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Bill Hortz
Tom Hardin of Canterbury Investment Management warns advisors and other money managers about the risks in not challenging “conventional wisdom.”
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Bill Hortz
How to shape a strategy that will become the direction, scope and future growth of your organization.
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Bill Hortz
Financial advisor Ray Loewe discusses how to challenge traditional industry thinking and business models.
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Bill Hortz
Michael Pinsker, founder and chairman of Docupace Technologies, discusses how firms can implement a digital transformation.
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Bill Hortz
Mike Thurman, co-founder of White Glove, discusses the new blending of marketing and technology, and how it can be applied to financial services.
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Bill Hortz
Craig Sedmak and Thomas Harney of Ladder Capital Asset Management discuss the commercial mortgage-backed securities (CMBS) market.
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Bill Hortz
A recap of Tampa Bay’s Synapse 2019 Summit.
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Bill Hortz
Elise Hoffmann of Marshfield Associates discusses the firm’s perspective of risk management as architecture.
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Bill Hortz
Bo Howell of CCO Technology discusses the growing need for developing a detailed, comprehensive and defendable compliance strategy.
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Bill Hortz
In a year of much hyperbole with broad statements on the demise of this and the decline of that, I found these notes from a wide range of industry discussions from three different Asset Management...
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Bill Hortz
The financial services industry needs new business models – ones that help re-define what a financial advisor is capable of beyond just a numbers oriented investment orientation.
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Bill Hortz
Many in financial services drown out or dismiss as confusing noise and wild speculation topics of cryptocurrencies and blockchain.
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Bill Hortz
Risk questionnaires have been evolving over the past 5 years, so has their value as an investment tool.
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Bill Hortz
A stern cautionary warning about both the power and the inherent legal risks of putting two words together—wealth and management.
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Bill Hortz
B Corporations put clients’ best interests first and consider the needs of other stakeholders rather than focus solely on profits.
