The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. MCCARTHY: That is what’s most important.

Assets 162

Assets Investing Investments Portfolio 162

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. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 162

Compliance Clients Wealth Management Management 162

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. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

Was finance always the career plan. 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. And I think the, the, the communications was the big part. What are your plans? Barry Ritholtz : Hmm.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? This was the era, 2005, 2006, all of my friends were looking to get banking roles. Let’s talk a little bit about your background. You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. It was not.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Media 290

Media Investing Investments Valuation 290

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. Initially, it was started in 2005 and it was called Revolution, but it was just my capital. Dell was in Austin.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. WA was the career plan, always economics and finance. And this was in 2005. It was not our plan.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. Jamie has been there since, whatever, 2005. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259

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. I go over to Salomon. I sit down with this guy. But that wasn’t enough for him.

Government 321

Government Banking Numbers Investing 321