The Big Picture

APRIL 18, 2023

BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. So, really, in private equity, our first adventure outside of Western Europe was in India and China, and that was somewhere around 2005. You saw it in the financial services sector. When did that beckon?

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. NORTON: So 2005-2006 timeframe. And it began outside of financial services. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. I think the other big misnomer that’s out there is people are fueled by these headline numbers, right? So, I learned a lot from these ladies.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Marketing Marketing 130

Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. It measures the number of people aged 25-54 who are employed, as a percent of the total number within this cohort that could potentially be employed. in inflation-adjusted terms in 2023.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. You had a number of bankruptcies going on. It is a financial services hub. The, the Louisiana purchase that is not this entity, ING purchased them out of bankruptcy. Barry Ritholtz : Hmm.

Assets 147

Assets Insurance Management Investments 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. LINDZON: Yes. And So now flash forward to, you know, I’m a hedge fund guy.

Media 290

Media Investments Investing Valuation 290

The Big Picture

FEBRUARY 4, 2025

And this was in 2005. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

JANUARY 31, 2023

I started that in 2005, after I graduated. And in my career, I feel like the Canadian, they produce a large number of economists. I mean, when we had that first employment number that sort of knocked the lights on, everyone was kind of surprised because we were all keying off the initial claims data, right? RITHOLTZ: Really?

Economics 147

Economics Economy Marketing Marketing 147