The Big Picture

APRIL 18, 2023

And so, that didn’t happen until 2002. I mean, you know, this is probably 2002. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. If you’re there a decade before, talk about first mover. Oh my goodness. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They have a risk management technology.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286