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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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Strategic Partnerships As A Business Model

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Firms, regardless of size, need to develop strategic partnerships that form an active ecosystem of aligned firms.

Developing Innovation For ESG And Sustainability Investing

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The field of investing in ESG and sustainability is in need of an overhaul.

Behind The Scenes Of Blockchain And Crypto

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Recent advancements and current development are vastly accelerating the transformative potential of blockchain technology.

A Case Study On The Power Of Business Model Innovation

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Business model innovation is one of the most powerful strategies available to forward-looking business leaders.

Key Takeaways From ExchangeETF 2023

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This conference provided a deeper perspective and understanding where the ETF industry and advisors are headed in the coming year.

The Importance Of Risk Management In Fixed Income Markets

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Understanding the differing nature of the various fixed-income segments is crucial to managing risk and maximizing returns.

Building A Boutique Asset Management Firm Around Culture

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Crafting culture in financial services firms can be seen as a powerful way to construct the optimal impact that an advisory or asset management firm can achieve.

Synapse 2023 Summit--Participating In The Accelerating Rate Of Business Innovation

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Here are some highlights of the 6th annual Synapse 2023 Summit.

PechaKucha: Presentations As Engaging Performance Art

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PechaKucha--an informal fast-paced presentation format created in 2003 by two architects in Japan--has exploded into a global phenomenon.

Future-Proofing RIAs With A New Productivity Toolkit

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New research details key market demographics, segments and business functions in the RIA marketplace.

Applying AI Into Investment Management

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For investment managers, AI represents a highly tech-enabled toolkit that can enhance their current research, security selection and trading capabilities.

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.

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