Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Callan estimated that a portfolio in 2005 could achieve a 7.5%

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

The Big Picture

MARCH 5, 2024

So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards. So back then you, you probably remember in 2005, you know, there were a lot of what they called pod shops. 00:08:45 [Speaker Changed] Huh, interesting. H how did you figure that out?

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. They’re asset allocation model driven folks.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

But really in 2005 I made that, that shift to, to, to Babson and, and really still doing what I was doing focused on, on, you know, fundamental fixed income analysis. The parent company handles all the asset liability management side of things. They give us asset allocations, we go ahead and and and and invest those dollars.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. Barry Ritholtz : That’s hilarious. Everyone wanted to go work on Wall Street.

Portfolio 147

Portfolio Management Marketing Marketing 147