The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. There wasn’t a lot to do.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. These are the single largest pools of assets on the planet is the American retirement system. The F, there is a subsequent change in 2006 called the Pension Protection Act. That’s the world that largely existed prior to 2006. That’s not Mike.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. Barry Ritholtz : That’s hilarious. And I just sort of grew and evolved from there.

Portfolio 147

Portfolio Management Marketing Marketing 147