The Solutions Scoop
This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem.
The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.
The Solutions Scoop
Playing a Bigger Game - Carol Geremia of MFS Investment Management
Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Enterprise Leadership Team, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets.
This special episode was recorded when Carol presented at the Chestnut Solutions Institute in-person 2025 Spring Forum in Boston. Rather than talking about markets and the issues that are out of our control like interest rates, signs of recession and geopolitical risks, this talk explores how we rise above the “noise”, build resilience and Playing a Bigger Game. It is a mindset or a philosophy that looks beyond the immediate to consider transformational change, which starts with:
■ Assessing where we are and how we got here
■ Reexamining the purpose of the industry relative to the real world
■ Facing our fear of getting it wrong. Our “GULPS”
■ Investing our energy differently
■ Embracing new allies/organizations who can drive change
■ Moving to Bold Action to ensure we can build better outcomes in a world of intense uncertainty
Please check out the accompanying paper at https://www.mfs.com/content/dam/mfs-enterprise/mfscom/insights/2025/March/pdfs/mfse_wp_3135734.pdf to fully appreciate Carol’s fascinating remarks and references.
This podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.
The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.
This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.
