The Big Picture

SEPTEMBER 23, 2024

Tell us a little bit about that growth, especially the first few years, and what led you to opening another London office in, in 2004 when 00:23:57 [Speaker Changed] We started, we were focused on distressed debt and restructurings in 2001, 2002. We, we went from a firm in 2004 even. You’ve expanded into so many different areas.

Banking 147

Banking Investing Investments Assets 147

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. 00:34:50 [Speaker Changed] One of the key things, one of the differentiators potentially of the firm is that all of our analysts run paper portfolios. And the second is the fees.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. You know, when you have these quarterly reviews of what’s going in the portfolio, invariably the discussion is let’s talk about the things that are down the most. So at A QR you juggled a, a lot of responsibilities.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. And this had an unbelievably positive affect on the value of my portfolio. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investing 321

The Big Picture

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. They kept the reputation intact by communicating with their investors. I think they were trying to do the right thing by their — by their portfolio companies, but, you know, we could have just easily wrote that out and … LINDZON: Well, I don’t give them that credit. LINDZON: Yes.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. I mean, it’s used to be called FANG. SIEGEL: Yeah.

Numbers 147

Numbers Investing Investments Marketing 147