The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management.

Assets 296

Assets Clients Investing Investments 296

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

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. 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.

Manufacturing 52

Manufacturing Investing Investments Communication 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

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. MIELLE: Exactly.

Assets 283

Assets Investing Investments Management 283

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 159

Economy Education Insurance Economics 159

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. 00:06:22 [Speaker Changed] So essentially they go from underwriters to default managers.

Portfolio 146

Portfolio Banking Management Portfolio Management 146

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 146

Numbers Management Banking Marketing 146

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. So we, full disclosure, we used to own the way back in 09, 10, 11, 12, or so the double line mortgage backed portfolio. Signs him, right?]

Math 146

Math Engineering Marketing Marketing 146

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Valuation 295

Valuation Education Government Numbers 295

The Big Picture

JULY 22, 2024

00:00:16 [Barry Ritholtz] This week on the podcast, another extra special guest, if you are at all interested in fixed income in cross asset management, in intermarket analysis, in understanding the many moving parts that go into putting together a near trillion dollar fixed income portfolio will then strap yourself in.

Portfolio 146

Portfolio Economy Investing Investments 146