저자: 미상 · 외국인
요약 보기
첫 줄 결론: 켄 피셔(Fisher Investments) 회장의 비공개 투자 컨퍼런스 성차별적 발언이 외부에 공개되어 논란이 됐으며, 투자 종목·가격 전망과는 무관한 윤리·평판 이슈 보도다. 핵심 사건: 2019년 10월 Tiburon 주최 비공개 행사에서 피셔가 고객 확보 과정을 여성과의 관계에 빗댄 발언을 했고, 참석자가 이를 촬영해 트위터에 올려 10만 회 이상 조회됨. 피셔 측 입장: 회사 성명에서 일부 단어와 표현이 명백히 잘못됐으며 사과한다고 밝힘. 다만 2018년 6월 행사에서도 성적 비유를 사용한 전력이 있다고 CNBC가 추가 보도함. 주최 측 대응: 2018년 컨퍼런스 주최자는 발언이 매우 부적절했다며 피셔의 향후 행사 참여를 막았고, 2019년 Tiburon 측은 해당 참석자를 다시 초대하지 않겠다고 발표함. 기관 투자자 반응: 아이오와 공무원연금은 파트너에게 최고 기준을 요구하며 계약 수정·해지 권리를 유보했으나 해지 여부는 밝히지 않음. 미시시피 공무원연금은 피셔가 약 5억 달러(포트폴리오의 약 2%)를 운용 중이며 이번 건과 성명을 검토하겠다고 밝힘. 기타 고객: 캔자스시티 공립학교 퇴직연금, 조지아 교사퇴직연금, 오하이오 공무원연금 등에도 문의했으나 답변은 아직 없음. 업계 시사점: 행사 참석비는 연 2만 5천 달러였고 비공개 논의였으나 참석자가 이를 공개함. 진행자는 성과가 좋으면 고객이 이탈하지 않는 업계 관행과, 과거 스티브 칸(Steve Cohen) 사례처럼 조사 중에도 자금이 빠지지 않았던 점을 언급하며 이번 논란이 향후 고객 반응을 바꿀지는 두고 봐야 한다고 정리함. 예측 발언 없음: 자산 가격 방향에 대한 언급이 없어 투자 예측은 해당 없음.
다듬은 글
notable investor Ken Fisher has come under fire over comments he made at a closed-door investing conference on Tuesday the world found out about it afternoon 10d shot a selfie video calling Fisher's comments a true debacle and horrifying and he then posted it on Twitter where it has more than a hundred thousand views CNBC has since obtained the audio from Fisher's conversation on stage here are two excerpts of his remarks from the event that members in the audience said offended them one attendee told us she wasn't the only person there who felt uncomfortable by Fisher's comments I really felt like it unsettled the room and there was definitely on my end a certain amount of shock I wasn't I was very surprised I was particularly surprised when he spoke about the process of getting to know a client that it being like getting into a girl's pants Fisher in a statement to CNBC said quote some of the words and phrases I used during a recent conference to make certain points were clearly wrong and I shouldn't have made them I realized this kind of language has no place in our company or industry I sincerely apologize still this is not the first time Fisher has made comments that some perceive as lewd at an event here's another clip obtained by CNBC from a conference in June of 2018 where he again brought up sexual innuendo when referring to the financial services industry I mean that the most stupid thing you can do which is what every mutual fund firm in the world always did was to brag about performance in in a direct mail piece which is a little bit like walking into a bar oh you're a single guy and you want to get laid and walking up to some girl and saying hey you want to have sex CNBC reached out to the conference organizer from 2018 I am an which said quote we found mr.
Fisher's unexpected comments entirely inappropriate and determined afterwards he would not participate in any of our events in the future Tiburon strategic advisors which plan Tuesday's event released a statement from its Managing Partner without naming names he said that he was quote extremely disappointed by the comments made by one participant which furthers the inclusion problem in the wealth and investments industry Tiburon also announcing that the unnamed participant would not ever be invited back to the event Fischer oversees about a hundred billion dollars in assets and many of his clients are not publicly disclosed however some pension funds do list Fisher Investments as an equity manager in their annual reports the Iowa Public Employees Retirement System told CNBC that they hold their partners to the highest standards and reserve the right to amend or sever any contract they did not specify whether they're severing ties with Fisher though the Public Employees Retirement System of Mississippi told CNBC that Fisher manages about half a billion dollars or about 2% of their portfolio executive director Ray Higgins said they will certainly consider this matter as well as the response statement that was issued by Fisher Investments as they consider to monitor the service they provide and ultimately their performance CNBC also reached out to other Fisher clients including the Kansas City public school Retirement System Teachers Retirement System of Georgia and Ohio Public Employees Retirement System but have not yet heard back it's worth noting guys that attendees at the Tiburon conference on Tuesday spent $25,000 on an annual membership which included the event and we're told that the discussions there were confidential and had to break that confidentiality in order to make the comments public which member of them felt were bad enough that they should do so I guess and one might wonder at conferences like these that are confidential what has been said and and how long it's gone on that it just really hasn't come to light because of the kind of a closed-door nature of these events these these these people are sophisticated individuals and anytime you say anything in a crowd of the public you'd better believe that that that those words are either being recorded or will be repeated yeah especially in this day and age okay whether it's it's mark confidence or not things leak all the time even at the conference itself I think there was a sense that it was received very awkwardly it's not as if it was wow this is what happens at these events I think this one was quite different in the nature of the comments even among people there at the time you got to choose your metaphors very carefully stupid it's just so stupid to say things like it's just silly offensive but what caught my attention was the response that you got I believe from Kansas City when they were saying they would evaluate the statement that was issued by Mississippi Mississippi and the performance the professor has nothing to do with whether or not you want this man's company to manage 2% of your portfolio I would say that's what's so interesting and as I was calling around to sources asking if they've heard of any any response from investors who were in his funds people said you know look what happened with Steve toen you know he was you know under investigation for potential criminal activity at the time and people still weren't redeeming because performance was really good so it is interesting what the investment management industry has been able to get away with if performance is there whether that changes now especially as these issues come to light I think remains to be seen you
Comments 0