The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. He, he had retired, retired, but he was still active. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion.

Healthcare 162

Healthcare Portfolio Management Investments 162

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 Investing Investments Management 162

Trade Brains

FEBRUARY 14, 2023

They are the folks who understand and effectively use financial skills to manage their money. Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! He is associated with ICICI Prudential Asset Management Company Limited since June 2010.

Healthcare 59

Healthcare Retirement Investing Investments 59

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. How, how do you manage around that? Because I view myself as an analyst first.

Management 294

Management Investing Investments Economy 294

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

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. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. It’s not quite as bad as my recollection of 2010, ’11, ’12, but coming out of the financial crisis, people stayed bearish despite the 56% collapse in the S&P. Lots of people are bearish.

Marketing 130

Marketing Marketing Economy Valuation 130