The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. It goes back to the client.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 19, 2023

00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. That was great.

Healthcare 162

Healthcare Portfolio Management Investing 162

Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. We find great management teams.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

JANUARY 14, 2025

You know, we were providing research advice, investment advice, talk to clients, help them raise money in other products. So it’s not like, hey, this guy has a bad quarter ’cause what they do is out of favor and the clients pull out their cash just before the recovery. They did not create the Dunning Kruger curve.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. But they’d come by very deferentially saying, excuse me, Mr. Browder, I know you’re very busy but is there any chance I could convince you to come and spend a few minutes to brief my client, Mr. Soros. RITHOLTZ: Wow. I got you $25 million to invest in Russia.

Government 321

Government Banking Numbers Investing 321