Monticello’s recruiting department attended HackerRank’s talent workshop at the New York Academy of Sciences for a series of presentations and panels related to technical recruiting. Talent acquisition specialists from various industries shared valuable insights on the impact of digital solutions in recruitment, utilizing talent analytics, and attracting diverse candidates. Over 500 recruiting and technical professionals attended this workshop providing additional networking opportunities and discussions about recruitment challenges and strategies that deliver results.
Our team gathered to enjoy the NCAA Big East Tournament 2019 at Madison Square Garden in NYC, as well as each other’s company. Cheers to another great firm social event and to the exceptional teams moving forward in the tournament.
The Inwood House/Children’s Village recently hosted its annual Spring Educational Luncheon to support their valuable work, keeping children safe and families together in our community. Monticello Consulting Group gladly supported this event while Joanna Horowitz CFA, our Corporate Responsibility and Diversity Lead, served as a co-chair helping make the event a success
To raise awareness of an important issue facing children and teens today, a team of expert panelists tackled a thought-provoking and engaging topic – The Impact of Separation of Families: from Anxiety to Thriving. The discussion covered a number of strategies for improving children’s experiences in times of separation, as well as suggestions on how parents can manage themselves during these difficult times as well.
If you are interested in joining Monticello and supporting the Inwood House at the Children’s Village, please visit https://childrensvillage.org/donate
Monticello employees gladly participated once again in financial literacy education courses, developed through a partnership with the High Water Women organization and a public New York City High School in Queens, NY. Our firm volunteers appreciated sharing their knowledge and time with the students and watching them learn! If you’re interested in joining Monticello and volunteering for financial literacy education opportunities with the High Water Women, please click here to visit their website.
On International Women’s Day, we thank our team members and colleagues for their leadership and partnership with Monticello to support the movement for women’s rights. We fondly think back to our inaugural NYC End-of-Summer networking event held in 2018, where our guest speaker and good friend, Katrina Dudley CFA, portfolio manager of Franklin Templeton Mutual Series, shared strategies on how we can all support and further advance the careers of women on Wall Street.
Monticello truly enjoyed the engaging discussion on Outsourced Chief Investment Officers (OCIO) hosted by 100 Women in Finance. The panelists dove into both the opportunities as well as implications from growth in the OCIO market, which the panel estimated having a CAGR of 33% over the last decade, 11% expected 5-year CAGR on a go forward basis, with current AUM of $1.6 trillion. This massive growth has been driven by both fee compression in the industry and an increased demand for a higher level of fiduciary oversight of portfolios managed by institutional investors, endowments, foundations, and corporations.
Alongside the CVMSDC (Carolinas-Virginia Minority Supplier Development Council), Monticello Consulting Group supports the Foodbank of Southeastern Virginia and the Eastern Shore. This organization gives back to the community, fighting hunger and supporting neighbors in need – we thank you for all the assistance you provide locally!
Monticello was pleased to host a gathering of our global banking clients, consultants, and industry partners after work in New York City, enjoying engaging conversation alongside delicious Greek food and traditional beverages. As the start of 2019 has been fast-paced and filled with growth for Monticello, we thank all our clients for the opportunity to serve their business needs and remain leaders in the financial services marketplace. Thank you to everyone who joined the festivities this week!
Monticello team members attended Scrum Alliance Certified ScrumMaster ® (CSM) training to gain a stronger understanding of the mindset and roles of Scrum and to learn how to instill an agile philosophy. Our consultants are focused on growing and expanding their professional toolsets to improve client delivery; we look forward to applying these agile methods on current and future projects!
The CFA Society New York hosted the “Sustainable Investing Forum: ESG, Viewed by the Ratings Agencies”, which Monticello was pleased to attend. Leaders from Fitch, Moody’s and S&P shared their thoughts on how ESG factors impact credit ratings across regions and sectors. While Environmental, Social, and Governance criteria do not solely create a creditor’s overall firm rating, there are impacts on credit quality, with Governance being the most important factor impacting credit risk.
Monticello attended this week’s “Women Who Lead & Influence” event, hosted by Bloomberg in NYC. During this panel discussion, the importance of diversity was highlighted, including its influence on executive decision-making and positive impacts to corporate earnings. Influential women in finance shared their professional journeys and perspectives on leadership, governance, progress, and the road ahead. One message was clear: mentorship and leadership go hand-in-hand with expanding diversity and inclusion on Wall Street, increasing opportunities for women and minorities alike.
Monticello was pleased to participate in the New York MBA Interview Forum, having the opportunity to speak with students from the Tuck School of Business at Dartmouth, University of Virginia Darden School of Business, Duke University – the Fuqua School of Business, and Cornell SC Johnson College of Business. We appreciated the opportunity to meet with so many interested and worthy candidates, thank you all who interviewed with us!
Our NYC team had another winter social, with a group of our members catching up over appetizers, drinks, and enjoyable conversation. With this cold weather, we’re always happy reconnect after work at a warm pub! We look forward to the next team social – thanks to all of you who could join us.
Monticello joined a timely discussion hosted by HFM & NASDAQ on the top compliance trends for global hedge funds in 2019. While MiFID II implementation and preparing for Brexit are certainly at the forefront of most asset managers’ minds today, the Senior Manager Regime, set in place by the FCA (UK’s regulatory body) and the analysis of AI/machine learning are also on the list of hot topics.
Monticello was pleased to join our friends and colleagues in financial services for the annual winter Hedge Fund Conference Week in Miami. Thousands of professionals in the alternative investment industry gathered for exciting networking opportunities and thought-provoking discussions on the state of the market, while enjoying key industry events in South Beach together!
Monticello team members joined this week’s ISDA Conference in NYC on the Fundamentals of Derivatives, covering derivative products, central clearing, interest rate swaps, and derivatives documentation. We are always looking to grow our knowledge base in the financial services industry and are committed to investing in the continuous education of our consultants!
Monticello team members participated in Darden’s ESG Investing Conference call with professors Mary Margaret Frank and Pedro Matas. Recent data shows that European investors are leading the charge in Environmental, Social and Governance focused investing (ESG), with Millennials globally having the greatest interest in sustainable investing vs. the general population. While ESG is certainly gaining more attention from capital allocators across various market segments, Darden tags the ESG space as being in the “Wild Wild West” era. Monticello agrees that today we are still in the early stages of this differentiated investing approach.
Monticello Consulting Group’s management team attended the University of Virginia’s Job & Internship Fair this week, where we were pleased to meet with many impressive students. Campus recruiting is a valuable segment of our overall recruiting strategy and we appreciate the opportunity to have conversations with these UVA future graduates!
On Martin Luther King Jr. Day, Monticello honors the life, legacy and monumental impact the Civil Rights Leader made on society. As a minority-owned business, we are grateful for the path-blazers who came before us and we strive to continue their work by promoting inclusiveness, diversity, and equality in society as well as the workplace. Today we celebrate our differences and our commonalities!
This week, the NYC office enjoyed gathering with teammates after work for appetizers, drinks and college sports. It was nice to hear how everyone spent their holidays and it was equally exciting to learn about new projects as the team gears up for the many new initiatives on tap for 2019! We look forward to the next team social – thanks to all of you who could join us.