The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Governance agendas are broadening to address consumer and investor pressures and expectations.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investments 52

Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. Post the closure of Kingfisher the Serious Fraud Investigation Office (SFIO) found that serious corporate ethics were violated during the merger. This included a bid that he won at 1.7 million at an auction in New York.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

JUNE 11, 2024

What led you to acquire the company in 2004? And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. That was back in 1983. You were an employee at the time, weren’t you?

Planning 162

Planning Clients Investing Investments 162

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. SETHI: Yes. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JANUARY 14, 2025

Cliff Asus, founder of a QR capital managing partner there, at the time, I think it was late twenties, he was finishing up his PhD at the University of Chicago and was working for Goldman Sachs Asset Management. There was really no jobs for asset management, but those are the courses I love the most at Penn and really wanted to pursue that.

Management 147

Management Investing Investments Assets 147