The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. RITHOLTZ: Right. The 2010s were certainly the TINA decade.

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Sara Grillo

APRIL 11, 2022

RICK FERRI, CFA: I ended up retiring in 2000. And there are money management companies that’ll do that and you can stay as the financial advisor on the account, just advising the client while the other company is actually doing the behind the scenes portfolio management, but you’re not actually doing it anymore.

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Financial Advisor Portfolio Clients Management 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. We have consumer discretionary, communications and information technology doing really well, and then everything else (utilities, material, health care, energy, etc.) 0:17 Ryan Kelley: Thanks. Happy to be here.

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Marketing Marketing Banking Numbers 52

The Big Picture

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. So in 2021 was the equivalent of March, 2000, right?

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. RITHOLTZ: Was that at Credit Suisse First Boston? WAGNER: Right.

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Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

MARCH 14, 2023

RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager.

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The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. What were the drivers of the shift from a single manager to multiple managers to multi-strategy, to multi-manager, multi-strategy? 00:11:57 [Speaker Changed] Really, really interesting.

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The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. And I think the, the, the communications was the big part. He worked as a trader.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

And I think that helped fuel the smart beta boom of the 2000 tens. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. And by the way, here’s the 30 year back test.

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The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. There was the optical communications boom, some of the original software internet assets.

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The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. That explaining that process and communication to people built confidence. Then we stayed open until about 2000. And then in 2000, I don’t know, we were maybe around six or 700 million at that point. Why aren’t you?

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Management Investing Investments Economy 294