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AI brief of an SEC Form 8-K · Affiliated Managers (AMG)

AMG Appoints G. Staley Cates to Board; Karen Alvingham to Retire April 1

Neutral Impact 3 of 5 leadership Written later

AMG announced that G. Staley Cates, former Vice Chairman of Southeastern Asset Management, will join its Board as an independent director effective April 1, 2026. Director Karen L. Alvingham, who joined the Board in January 2018, will retire from the Board on the same date, and Jay C. Horgen was re-appointed President effective April 1, 2026 while continuing as Chief Executive Officer. The filing contains no financial results, so the changes affect board composition and leadership titles rather than reported performance.

Key points

  • G. Staley Cates joins the Board as an independent director effective April 1, 2026; he was Vice Chairman of Southeastern from 2015 through 2024 and its President from 1989 through 2015.
  • Karen L. Alvingham will retire from the Board effective April 1, 2026; she was appointed in January 2018.
  • Jay C. Horgen was re-appointed President effective April 1, 2026 and will continue to serve as Chief Executive Officer.

The filing

CompanyAffiliated Managers (AMG)
Form8-K, current report
Filed with the SECFeb 26, 2026, 4:31 PM ET
Accession number0001193125-26-076911

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 26, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.