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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The Alchemical Nature Of Entrepreneurial Ecosystems

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Successful entrepreneurial ecosystems are driven by strong community partners that create a conducive environment for entrepreneurship to thrive.

Observations On Investing Through Market Disruptions And Crisis

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What are the ramifications for investment managers in dealing with a business environment of accelerating change?

A Deep Dive Into The Municipal Bond Market

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The municipal bond market is fragmented with many issuers and buyers with different needs.

Entrepreneurial Ecosystems--The Ultimate Community Engagement Strategy

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Entrepreneurial ecosystems are being developed to dynamically drive innovation, economic development and massive wealth creation.

Modernizing Estate Planning For Financial Advisors

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Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business.

A Dynamic Approach To Managing Alternative Investments

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Understanding the issues and benefits around developing a managed alternatives strategy.

Getting Serious About Customer Experience

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The purpose of a business is not merely to make a profit but, more importantly, to make customers.

Personalized Investing And Tax Management At Scale

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New technology advances are changing the game for investment personalization.

Generating Income By Harnessing Volatility

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The current VUCA environment (Volatility, Uncertainty, Complexity and Ambiguity) is presenting a growing challenge to the investment management industry.

Creating Unique Applications For NFTs

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How NFT design and applications can heighten business communities.

An Alternative Income Strategy

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How asset managers are using options in their portfolio construction.

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.

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