2006 Planning Portfolio Management 
Random Roger's Retirement Planning
JANUARY 22, 2024
There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. It sounds like the career plan was always finance. Was that the plan?
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Random Roger's Retirement Planning
AUGUST 17, 2023
If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.
The Big Picture
MAY 9, 2023
What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. You begin in audit practice at KPMG.
Brown Advisory
SEPTEMBER 3, 2015
For example, so-called appropriation bonds such as some sold by Puerto Rico are repaid only if government officials approve payments as part of annual budgetary planning. million in 2006, inhibiting demand and economic growth, according to the Krueger report. Such protection can be a cornerstone for sound estate planning.
The Big Picture
AUGUST 20, 2024
What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. I think it was just a bit of poor planning more than anything else. NORTON: So 2005-2006 timeframe.
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