Jim McCaughan

Jim McCaughan is an accomplished leader in the asset management industry, currently serving as the US practice leader at INDEFI, providing strategic consulting for investment management firms. As Chair of the Advisory Board and a member of the Advisory Committee at Polen Capital, Jim contributes guidance to a firm specializing in growth equities and high yield credit. Additionally, Jim chairs the Asset Management Institute at Institutional Investor and has advised 9th Gear Technologies in enhancing foreign exchange automation. Previously, Jim held senior roles including CEO of Principal Global Investors, CEO of Credit Suisse Asset Management Americas, and CEO of UBS Asset Management in New York, demonstrating a robust track record in managing large-scale investment firms through periods of significant transformation. Jim co-founded INQUIRE Europe and INQUIRE UK, reflecting a commitment to advancing quantitative investment research. Academic credentials include multiple degrees in Mathematics from the University of Cambridge and recognition as a Fellow of the Institute of Actuaries.