The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses.

Assets 299

Assets Clients Investing Investments 299

Trade Brains

DECEMBER 11, 2023

In 2001, the Company ventured into starting an energy exchange in India to undertake trading activities, including trading long-term energy contracts. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services. They collectively own 16.22% stake in the Company. 552 Cr in FY22 to Rs.

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. trillion rupees in assets under management (As Of Mar 31, 2023). The company provides various investing services to clients like portfolio management, real estate, and alternative investment funds.

Certification 52

Certification Assets Sales Management 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. It eventually settled on aortic valves with superior qualities made from cow pericardium in the 1980s.

Manufacturing 52

Manufacturing Investing Investments Communication 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 285

Assets Investing Investments Management 285

The Big Picture

OCTOBER 5, 2024

Let me also point out that when inflation was about to spike up in 2001, everybody’s forward inflation expectations were pretty low. Like I was very much like, oh, there’s one thing I can do and it’s portfolio management, but there’s so much that you can do education, you can look into IRA space as you all do.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically.

Numbers 147

Numbers Management Banking Marketing 147

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

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. And Barry Ritholtz : So, so that was your first job also? Barry Ritholtz : That’s amazing. How did you bump into some kid named Jeff Gundlock there?

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JULY 22, 2024

So he, he focuses largely on the insurance company, Japan, you know, multi-sector is, you know, part of my remit ’cause I’m on the fund, so I’m a portfolio manager on those funds. We’ve been sitting next to each other since the day I joined and we have a real complimentary skill set.

Portfolio 147

Portfolio Economy Investing Investments 147