Random Roger's Retirement Planning

OCTOBER 28, 2024

Blueprint worked with Parker from when Parker ran strategies as a hedge fund and has been a believer in the importance of trend and managed futures for a while. When they talked about portfolio allocations he said they want to have enough in managed futures to have an impact on the portfolio. and and VBAIX is 0.69.

Risk Management 52

Risk Management Management Portfolio Numbers 52

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. We just get to focus on assets and asset risk management.

Assets 299

Assets Clients Investments Investing 299

Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, ultimately, given the different types of clients segments that I’d covered, I made the decision that I really wanted to be in wealth management. And so, 2007, I came over to Citi. BITTERLY MICHELL: Always risk. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

Validea

JANUARY 27, 2023

That’s the biggest yearly profit scored by a hedge fund manager ever, beating John Paulson’s 2007 $15 billion record. The top 20 managers of 2022 made gains of $22.4 billion net of fees, according to a report published by LCH Investments that is cited in the article, which also estimates that managers garnered a 3.4%

Risk Management 59

Risk Management Management Investments Investing 59

Nationwide Financial

JUNE 5, 2023

Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. It’s important to remember that most recessions in the U.S.

Economics 52

Economics Risk Management Clients Planning 52

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. You joined in 2007, what led you there?

Investing 130

Investing Investments Clients Numbers 130