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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Navigating Private Markets With An AI Assistant

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The rise of AI assistants is set to become a game-changer in the field of wealth management.

Ultimus 2023 Summit Review--State Of The Asset Management Industry

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The Ultimus Funds Solution 2023 Registered Funds Client Summit is an important event designed to provide a thorough update on the state of the asset management industry.

Angel Investing In The Entrepreneurial Ecosystem

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Seeking out and actively nurturing the next generation of entrepreneurs is the passion of a unique group of investors called angels.

Getting Serious About Blockchain And Crypto

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Serious players in the crypto/blockchain industry are actively working on tangible solutions to address industry challenges.

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.

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