The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. He, he had retired, retired, but he was still active. You have 13 portfolio managers plus including you and Carl.

Healthcare 162

Healthcare Portfolio Management Investments 162

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

JANUARY 21, 2025

I did it in 2000, 2002. I realized I had enough to retire if I wanted to. But learning how to spend in retirement. So it’s a chance to say, yeah, you know, you wanna put it into your retirement account, you wanna put it into your emergency fund, you wanna use it to pay down the mortgage. It varies enormously.

Investments 147

Investments Investing Management Retirement 147

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 you retire in 2018. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 285

Assets Investments Investing Management 285

Sara Grillo

FEBRUARY 13, 2023

So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds. It’s just not going to happen.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

DECEMBER 12, 2023

You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. So, so you set to retire as portfolio manager this year, you mentioned your two successors.

Management 264

Management Investments Investing Retail 264

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