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MiB: Marta Norton, Morningstar Investment Management

The Big Picture

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.

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Transcript: Mike Freno, Barings Chairman and CEO

The Big Picture

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

Assets 147
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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

This was the era, 2005, 2006, all of my friends were looking to get banking roles. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. Barry Ritholtz : That’s hilarious.

Portfolio 147