The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. What is that role like?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 15, 2022

Are your clients, the advisors, or are your clients, the institutional asset managers or both? And we’re the largest client to that, about a billion or $3 billion is in that. I read all those academic papers, I understand where the math comes from. It’s how math works. And then we write about that.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. It goes back to the client. It also aligns clients and improves client behavior.

Investments 130

Investments Investing Clients Management 130

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. So let’s talk a little bit about who the clients are for Amherst. Fascinating.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. I lost $900 million with my client’s money and these are the people that I got around and tried to convince to invest in Russia. How many do you have in your fleet? They said, seven years.

Government 321

Government Banking Numbers Investing 321

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. And they’d say, well, who are your clients? And by the way, at that point, that client was at $13 billion. Can’t.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. So this is the math that I applied. So think about this, do the math. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. And So now flash forward to, you know, I’m a hedge fund guy. LINDZON: I hate CNBC. RITHOLTZ: Right. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290