Carson Wealth

SEPTEMBER 23, 2024

In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. The Russell Mid Cap index rose over 4% during this period, while the Russell 2000 small cap index rose over 7%. Layoffs are also relatively low.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

SEPTEMBER 13, 2024

The company specializes in providing technology-driven services for asset managers and corporate issuers, including mutual fund registry, transfer agency services, and investor solutions. KFin Technologies is currently advancing its digital platform, excelling in transaction management, big data solutions, and wealth management services.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. You guys were killing it in the mid 2000s. And what was his response? SEIDES: Yeah. Well, and you have to go back. RITHOLTZ: 2007.

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: Exactly. MIELLE: — interviewed. But that’s the thing.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JANUARY 14, 2025

Maybe we should do this out from under the compliance regulations of a broker dealer? What were the drivers of the shift from a single manager to multiple managers to multi-strategy, to multi-manager, multi-strategy? 00:17:16 [Speaker Changed] Starting back, this is around 2000 let’s say.

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 4, 2024

00:12:59 And that, that pivot started in 2000 with Athena Health. So if you can manage drug compliance better, and most importantly, the easiest but not easy thing to do is to keep people out of the hospital appropriately. I mean, this is the thing, I I always, hospitals always talk about utilization management.

Healthcare 130

Healthcare Medical Investing Investments 130