The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. Absolutely.

Assets 147

Assets Management Investments Investing 147

Indigo Marketing Agency

JANUARY 17, 2022

Jeff Rose Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. If you’re a financial advisor whose target niche is retirement-aged families, Jonathan is a great person to follow for inspiration. You can follow him on Twitter. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investments Investing Management 162

Midstream Marketing

SEPTEMBER 15, 2019

The Reformed Broker first began life in 2008 and since those modest days, it has become one of the most widely read financial advisor blogs operating anywhere on the Internet today. With that in mind, Nerd’s Eye View was born – and it’s an invaluable wealth of information (no pun intended) on all things financial planning.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. In 2008, Kelly began working directly with clients as a financial planner. Scott has been serving families for 29 years in the financial services space. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 15, 2023

It started on January 1 of 2008. SEIDES: In Warren’s 2008 annual letter, I think it was 2008, he made a statement. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. .” He said, “No, no, I think we need to do it that way.”

Management 130

Management Investments Investing Government 130

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. But it just didn’t become a great success. RITHOLTZ: Just not a great fit. ILMANEN: Yes. And then in addition, we write lots of papers.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 19, 2022

Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. They have a risk management technology. How do you guys think about risk management?

Clients 286

Clients Financial Advisor Taxes Investments 286

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. We just get to focus on assets and asset risk management.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 27, 2023

MIELLE: After 2008? RITHOLTZ: 2008, ’09. So you retire in 2018. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. Tell us about that period. MIELLE: So financial institutions were not my industry to cover.

Assets 285

Assets Investments Investing Management 285

Random Roger's Retirement Planning

OCTOBER 1, 2023

It also did very well through the financial crisis, the Permanent Portfolio was actually up a few basis points in 2008. The return profile of the original Permanent and Sam's low vol/managed futures version are almost identical until 2022 when thanks to managed futures, Sam's version outperformed the original by over 1000 basis points.

Portfolio 72

Portfolio Management Risk Management Taxes 72

The Big Picture

DECEMBER 20, 2022

Go back right after 2008, every bank made markets. And I’m going to have to retire this question one of these days, now that we’re mostly reopened, but during the lockdown, tell us what you were doing to stay entertained? And you know, he had this checklist mentality, which looks a lot like risk management, right?

Banking 162

Banking Assets Government Marketing 162

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. Five weeks after Sergei testified against the officials, these companies and so on who did the raid, the same people he testified against came to his home on the 24th of November 2008, and arrested him. RITHOLTZ: Wow. I got you $25 million to invest in Russia.

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Government Banking Numbers Investments 321