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Annie Donovan was director of the U.S. Department of the Treasury's CDFI Fund from 2014 to 2018. She is currently president and CEO of Raza Development Fund, a certified CDFI. Twitter: @ADonovanRDF.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.

Cody Dong leads MSCI's ESG and climate research for the insurance sector. He also sits on the committee that oversees MSCI ESG Ratings' methodology, quality and model integrity. Prior to joining MSCI, Cody was a strategy and business-development analyst at Alcoa. He also has experience as a sell-side analyst covering Chinese insurance and banking equities. Cody holds a bachelor's degree in business management from Ohio State University and a master's in finance from University of Cincinnati. He is a CFA® Charterholder and holds the designation of Financial Risk Manager (FRM).

Arne Philipp Klug is MSCI's biodiversity research director, overseeing thematic research on biodiversity and natural capital. He engages with investors and key stakeholders to help clients set and prioritize their investment objectives for biodiversity. Arne previously led MSCI'S ESG research on the transportation sector. Prior to joining MSCI, he worked as an ESG analyst and account manager at Sustainalytics in Frankfurt and Toronto. Arne holds a master's degree in communications science, political economics and Hispanic studies from the University of Münster in Germany.

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

Alison Simons is the founder of Simons Marketing. She started in accounting marketing in 2004 as the head of marketing for a regional CPA firm. In 2013 she became an entrepreneur, and Simons Marketing was born. Simons Marketing develops and executes marketing strategies that help CPA firms reach their goals. She is a regular contributor and presenter with MassCPAs, ProVisors, AAM and is part of the BDO Alliance as a Business Resource Network member.

Peter Henderson, CPA, is a partner at Top 100 Firm Moss Adams who has worked in public accounting since 2008. He specializes in federal and state tax credits and incentives. He has degrees in both accounting and engineering, and extensive experience in mechanical and high-tech industries, including aerospace, defense, space-tech, green energy, automotive, manufacturing, and hardware and software development.

Anna N'Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.

Trillions in assets are set to change hands over the coming years. Is your firm ready to serve the next generation of clients?