2003 Math Planning 
The Big Picture
DECEMBER 6, 2022
And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.
The Big Picture
MAY 9, 2023
What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business.
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The Big Picture
AUGUST 20, 2024
What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.
The Big Picture
NOVEMBER 15, 2022
I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor.
The Better Letter
NOVEMBER 2, 2023
I couldn’t make that math work at all plausibly. That said, over the past 20 years (2003-2022), the S&P 500 delivered a 9.80 It’s almost all powerful and good stuff, with one major error. Did you catch it? Here’s about as close as I could come. Maybe he simply made a mistake. Maybe he misspoke.
The Big Picture
JULY 4, 2023
What were your early career plans? RITHOLTZ: So you launch your own firm IDW in 2003. Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. We do case studies, idea pitches, mock portfolios, business plans. What did you want to do with your life?
The Big Picture
NOVEMBER 22, 2022
RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And that’s why with AltFinance, you know, this is a long-term plan. But really, even that experience was about building great friends that I played football with. And many of those gentlemen have gone on to do incredible things as well. RITHOLTZ: Right.
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