Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Its most recent report showed that sentiment is the least bearish it has been since February 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

JANUARY 17, 2024

We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020). However, we did not invest due to our minimum double-digit 5-year IRR hurdle rate. Good process, bad outcome.

Investments 52

Investments Investing Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

Over just the past three years we have witnessed unintended factor risks and opportunities manifest across the market due to COVID-19, meme-stocks, inflation, interest rates, the ongoing war in Ukraine, the European energy crisis, the “value-rally” in 2022, the U.S. banking crisis in 1Q23 and this is undoubtedly not an exhaustive list.

Investments 52

Investments Investing Portfolio Accounting 52

The Big Picture

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

Math 130

Math Management Insurance Assets 130

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: Especially considering the past decade, not counting 2022, but the decade prior to that, you saw 13, 14 percent a year in U.S. And so on a relative value basis, there’s a lot of investors that are finding private credit as a particularly attractive place to invest right now. equities — LAYTON: Yup.

Investments 147

Investments Clients Investing Assets 147

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. So this is like late 90s, early 2000s, started your own from… Okay, so now we’re in 2022. His clients’ net worth range from negative $300k to $100MM.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JANUARY 21, 2025

I did it during the coronavirus collapse in 2020, and I did it again in 2022. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

MAY 9, 2023

That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. RITHOLTZ: So you mentioned earlier 2022 was so unusual. Capital rules were changing.

Assets 299

Assets Clients Investments Investing 299

Sara Grillo

FEBRUARY 13, 2023

According to Yardeni Research, there was $200B of buybacks in Q2 2022 for S&P stocks (which boosts the price). Investor’s Business Daily, February 3, 2022 Ehem. 9 February, 2022) Investor’s Business Daily. 9 December, 2022). Nothing within this content constitutes legal investment or compliance advice.

Investments 72

Investments Investing Clients Portfolio 72

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. 2022, August 1). Division of Investment Management.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

OCTOBER 5, 2024

Kyla Scanlan is the person who created the phrase vibe session in 2022. And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. So what happened with the egg situation in 2022? So you coined this phrase June, 2022, right?

Economy 162

Economy Education Insurance Economics 162

Carson Wealth

APRIL 14, 2025

At the same time, after more than a 70% rally from the October 2022 lows and not even a 10% correction last year, we were on record that a 10-15% correction was likely this year. A Dash for Cash Instead, the rise in rates is likely due to portfolio managers at hedge funds liquidating positions.

Economics 65

Economics Marketing Marketing Banking 65

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. Program didn’t feel right.

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Valuation Investments Investing Numbers 173

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. And somehow in 2022 when, when stocks were down about 20% and bonds were down about 15%.

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

JUNE 3, 2024

percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). You can see how inflation really broadened out in June 2022 relative to December 2019 because more categories were experiencing high inflation.

Marketing 92

Marketing Marketing Financial Services Distribution 92

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And it took us until 2022 to get back to that level. Nothing like 2022, but it really seems like the bond market has been off sides. Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147