LoweDown Blog
Take off your glasses to see what’s ahead: Schwab Impact 2024
This week Jody was on site at one of the investment industry’s most important conferences of the year. As she did for the 2023 Schwab IMPACT conference, she filed two reports—below in reverse chronological order—in between meetings with the media, conference sessions and Exhibit Hall browsing. At the end of a long Thursday An atmospheric river cancelled or caused extreme delays for many of [...]
Industry awards: apply or not?
A colleague once received an email from an awards organization announcing that their client had won an award titled “Best Asset Manager in Wisconsin.” The award-giver apparently overlooked the fact that this client is based in Massachusetts. But not to worry! The awards program simply changed the title of the award to “Best Asset Manager in Massachusetts.” If my colleague would have followed up [...]
Are you ready for AI to summarize your emails?
Someday—and sooner than any of us may be prepared for—we’ll look back and marvel at how emailing used to work. And by that I mean, the quaintness of our very expectation that: We could send emails and that those emails would arrive in a human-moderated Inbox. Further, that the human would allow themselves to be interrupted throughout the day by random marketing communications. Further, [...]
Kudos to fund marketers: MICUS24 swag does not disappoint!
Just got back from the Morningstar Investment Conference at Navy Pier in Chicago. I’m struck by the major commitment, both in time and expense, made when asset managers exhibit at Morningstar and other major conferences. I love to see the industry’s marketing pros work trying to elevate their brands and the creativity of the teams who think long and hard about the SWAG they [...]
Among the many ways Milwaukee is not horrible: Its investment cred
Not horrible at all. National viewers will see for themselves when the Milwaukee skyline is in the news a lot in July as the Republican convention descends upon the city. We love this community whose new tagline, Fresh, Flavor, Forward, describes so much about what we enjoy about living here. Our professional home is equally compelling. Lowe Group has been Milwaukee-based for more [...]