Asset Management Year-End Newsletter

Grateful. Thankful. Optimistic.

Given the turmoil in the world around us, we can’t help but be more reflective and thankful at this time of year. We are grateful for family and the relationships in our lives. We are thankful for our wonderful clients and those candidates with whom we have partnered. We are optimistic about the new year ahead of us.

As another successful year in search concludes and we look back on 2023, we are sharing below some observations made during the course of our work. We always welcome a conversation with you whether it’s a quick hello or to discuss any specific needs of your organization. Our team looks forward to staying in touch in 2024!

ENDOWMENTS, FOUNDATIONS, AND OCIOs

FAMILY OFFICES

MUTUAL FUND BOARDS

OPERATIONS

INVESTMENT/WEALTH MANAGEMENT

REPRESENTATIVE SEARCH WORK

Independent Trustees
for $150B Mutual Fund Board
Executive Chairman
for $30B OCIO
CIO
for $1B Endowment
COO
for $14B Endowment
President
for Family Office for a Technology Billionaire
Managing Director, Public Investments
for $3.5B Foundation
Director of Portfolio Analytics
for $8B Endowment
CIO
for a $3B Foundation
Senior Investment Manager, Private Investments
for $25B Endowment
Managing Director, Private Investments
for $4B Foundation
Independent Trustees
for $450B Mutual Fund Board
Managing Director of Public Investments
for a Private Investment Fund/Family Office
CFO
for Family Office for a Technology Billionaire
Director of Healthcare Investing
for $8B Endowment
Head of Client Portfolio Management
for $50B Private Bank/wealth manager
Director of Finance
for Family Office for a Private Equity Firm Founder
Investment Officer
for $50B Wealth Manager
Independent Trustee
for $100B Mutual Fund Board
Investment Director – Operations
for $8B Foundation
Co-Head of Research
for $50B Wealth Manager
Director of Operational Due Diligence
for $20B Foundation
Heads of Marketing and of National Accounts
for a $1T+ Global Asset Manager
Principal
for a $11B Secondary Private Equity Firm
CIO
for Multi-Billion-Dollar Family Office

RSR Partners Establishes Chair of the Year Award

Annual Award Named After Russell S. Reynolds, Jr.

Greenwich, CT, June 8, 2023 RSR Partners, a leading board and executive search firm, announced today that it has established the Russell S. Reynolds, Jr. Chair of the Year Award. The award will annually recognize the Chair of a public company’s Board of Directors that has successfully led the board through significant business or governance challenges. The award celebrates the legacy of Russell S. Reynolds, Jr. (“Russ”), who has spent more than 50 years advising boards and CEOs on leadership and governance.

“I am honored that this award will become an annual way of recognizing exceptional board leadership,” said Russ. “The real trick in selecting great board leaders is not only focusing on their experience and specific skill sets, but on whether they have the foresight, curiosity, character, and courage to lead.”

The winner of the award will be chosen by an independent committee comprised of renowned experts in the areas of strategy, finance, strategic communications, shareholder activism defense, investment management, human capital consulting, and corporate governance. The committee includes:

“Russ has observed how highly effective boards and CEOs operate during their most seminal moments,” stated Brett Stephens, Chief Executive Officer of RSR Partners. “There is no better way to honor Russ’ innate talent for identifying and evaluating leaders than with an award in his name that recognizes the incredible impact a Chair can have on an organization’s leadership and long-term success.”

Public company directors will be invited to submit their recommendations beginning June 8th. Any Chair of a board of directors at a U.S. public company with revenue or market cap greater than $1 billion may be nominated. The award winner will have successfully led the board and executive team through a significant business or corporate governance challenge. The inaugural winner will be announced in October at RSR Partners’ Annual Directors Dinner in New York City. Information about the award can be found at: www.chairoftheyearaward.com.

About Russell S. Reynolds, Jr.

Russell S. Reynolds, Jr. (“Russ”) is an American business executive, author, and founder of two of the search industry’s most prominent firms. Considered one of the pioneers of today’s executive search and board recruiting profession, Russ has counseled the boards and CEOs of many of the world’s leading companies over the past 50 years. In 1969, he founded Russell Reynolds Associates, which soon became one of the world’s leading international executive recruiting firms. Russ sold his interest in the firm in 1993. In 1994, Russ founded the Directorship Group (later named RSR Partners) where he served as Founder and Chairman until 2022.

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Contacts
Lindsay Griesmeyer
+1 (203) 618-7076
media@rsrpartners.com