Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. Since volatility looks at the statistical return of a specific asset or index, it’s important to understand how it works and what influence it may have on your risk tolerance and portfolio management. . The rise precedes another 20% drop.

Investing 52

Investing Investments Marketing Marketing 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We did really well in a relative basis in 2008 and exceptionally well in 2009. They run about $10 billion across all sorts of really fascinating investing lines.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. We’ve got an EM strategy, we’ve got an international strategy which we launched in 2009, which is non-us. He is portfolio manager at Orbis Holdings.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. in June of 2009. You communicate very clearly and candidly about the risks. They cut their price.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MARCH 14, 2023

RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. Well, I really thought and I think some of my associates thought that 2009 was a major market low. They wanted to hear a bear story post 2009. Also, how quantitative was it in 2009 and ’10?

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. And I think the, the, the communications was the big part. He worked as a trader.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. There was the optical communications boom, some of the original software internet assets.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JULY 31, 2023

And I said, I’ll go get a master’s and things will be better in 2009, because these are one year programs. RITHOLTZ: The communication was bad also. And then, you know, at some point, well, I went to grad school because I graduated college in 2008, and was shockingly enough, yeah, having trouble getting a newsroom job.

Retail 130

Retail Government Economy Economics 130