A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe, and the open-ended investment company (OEIC) in the UK.
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management, and, as of December 2023, $12.6 trillion in assets under administration. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
Abigail Pierrepont Johnson is an American billionaire businesswoman, and the granddaughter of late Edward C. Johnson II, the founder of Fidelity Investments. Since 2014, Johnson has been president and chief executive officer (CEO) of American investment firm Fidelity Investments (FMR), and chair of its former sister company Fidelity International (FIL). Fidelity was founded by her grandfather Edward C. Johnson II. Her father, Edward C. "Ned" Johnson III, remained chair emeritus of FMR until his death in March 2022. As of March 2013, the Johnson family owned a 49% stake in the privately-held company, with Johnson herself holding an estimated 24.5%. She is a board member of Breakthrough Energy Ventures.
Samuel Wright Bodman III was an American businessman, engineer, and politician who served as the 11th United States Secretary of Energy during the George W. Bush administration, from 2005 to 2009. He was also, at different times, the Deputy Secretary of the Treasury and the Deputy Secretary of Commerce.
Executive education refers to academic programs at graduate-level business schools for executives, business leaders and managers, globally. These programs are generally non-credit and non-degree-granting, but sometimes lead to certificates, and some offer continuing education units accepted by professional bodies and institutes. Estimates by Business Week magazine suggest that executive education in the United States is an $800 million annual business, with approximately 80% provided by university-based business schools. Many traditionally upper tier schools, as well as business schools and other academic institutions, offer these programs.
Active management is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.
Theseus International Management Institute was a French graduate business school founded in 1989 that focussed on the high technology sector. In 2004, it merged into EDHEC Business School and was fully integrated by 2010.
Kevin Maxwell Warsh is an American financier and bank executive who served as a member of the Federal Reserve Board of Governors from 2006 to 2011.
Jeff Stibel is an entrepreneur, having started numerous technology and marketing companies, and a venture capital investor, as co-founder of Bryant Stibel.
Richard A. D'Aveni is an American academic, thought leader, business consultant, bestselling author and the Bakala Professor of Strategy at the Tuck School of Business at Dartmouth College. He is best known for creating a new paradigm in business strategy and coining the term “hypercompetition” which led Fortune to liken him to a modern version of Sun Tzu.
The Committee on Capital Markets Regulation is an independent and nonpartisan 501(c)(3) research organization financed by contributions from individuals, foundations, and corporations.
Chi-Won Yoon is a South Korean financier and executive. Formerly president of UBS Group Asia Pacific, he stepped down in 2016 after nearly seven years in the position to take a sabbatical.
David B. Yoffie is the Max and Doris Starr Professor of International Business Administration at Harvard Business School (HBS).
Brian Halligan is an American executive and author. He is the co-founder and executive chairman of software company HubSpot based in Cambridge, Massachusetts, and is also a senior lecturer at Massachusetts Institute of Technology. Halligan coined the term "inbound marketing" to describe the type of marketing he advocates.
Yossi Sheffi is the Elisha Gray II Professor of Engineering Systems at the Massachusetts Institute of Technology. He founded or co-founded five companies, has authored numerous scientific publications and nine books.
Lynda Gratton a British organizational theorist, consultant, and Professor of Management Practice at London Business School and the founder of HSM Advisory, known for her work on organisational behaviour.
Andrew Paul McAfee is a principal research scientist at MIT and cofounder and codirector of the MIT Initiative on the Digital Economy at the MIT Sloan School of Management. He studies how digital technologies are changing the world.
James Morrison McInnes was professor emeritus of accounting and formerly dean for academic affairs at the Sawyer Business School of Suffolk University, Boston, Massachusetts. He taught for almost forty years at the MIT Sloan School of Management, ten years as the head of the accounting area and then as a visiting professor and lecturer on the Greater Boston Executive Programme. McInnes held several senior financial executive posts.
Benjamin Laker is a former government advisor turned scholar currently serving as Professor of Leadership and Director of Impact and Global Engagement at Henley Business School, University of Reading and Visiting Fellow at Birkbeck, University of London. His work on Economic Inequality and Environmental, Social, and Corporate Governance informs public policy, law and government inquiry.
Thomas J. Roulet is a French-British social scientist, management thinker and professor at the University of Cambridge where he holds the Chair of Organisational Sociology and Leadership. He has advanced the concept of negative social evaluations and is known for his research on wellbeing in the context of remote work. He is a Faculty at the Judge Business School, and a Fellow of King's College Cambridge.
