Asset Allocation, Books and Financial Services

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. At the end of 2008, we owned a lot of illiquid assets. And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time.

Assets

Assets Clients Investing Investments

Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. Let’s talk about books. RITHOLTZ: Right.

Management

Management Investing Investments Assets

Transcript: David Snyderman, Magnetar Capital

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. How about books? 00:44:18 [Speaker Changed] You know, I always like Michael Lewis books. That that was a great book. Interesting.

Banking

Banking Portfolio Assets Investing

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Transcript: Kristen Bitterly Michell

The Big Picture

SEPTEMBER 12, 2022

I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services. Let’s talk about books.

Clients

Clients Wealth Management Banking Investing

My Investing Mentors

The Irrelevant Investor

JULY 19, 2016

This list could easily be four times as long, but to avoid this post becoming a book, I had to draw a line somewhere. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. Adam Smith's " The Money Game is one of my favorite investment books ever written.

Investing

Investing Investments Asset Allocation Assets

Everything you need to know about NSE IPO

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. Financial services became the backbone of India’s growth. Indian households traditionally invested most savings in physical assets. The IPO will constitute 22.5%

Compliance

Compliance Banking Management Risk Management

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Math

Math Management Insurance Assets

Transcript: Maria Vassalou

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. Let’s talk about books. RITHOLTZ: Very interesting.

Assets

Assets Management Marketing Marketing

Investment Perspectives | Managing Risk

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. It’s important to note here that we’re not recommending wholesale changes in asset allocation.

Management

Management Investing Investments Valuation

Investment Perspectives | Managing Risk

Brown Advisory

AUGUST 1, 2018

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. It’s important to note here that we’re not recommending wholesale changes in asset allocation.

Management

Management Investing Investments Valuation

Outlook for 2019 | The Measure of All Things

Brown Advisory

FEBRUARY 15, 2019

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. stock market.

Valuation

Valuation Clients Portfolio Investing

Managing Liquidity in the Coronavirus Market

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

Management

Management Marketing Marketing Clients

Managing Liquidity in the Coronavirus Market

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

Management

Management Marketing Marketing Clients

Transcript: Mathieu Chabran

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. Steve Schwarzman wrote his book. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. It’s called “What It Takes.”

Banking

Banking Assets Investing Investments

Fear Not

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. He missed this one, too. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. .” ” Real fear comes with names, faces, and a story.

Assets

Assets Valuation Management Marketing

Transcript: Savita Subramanian

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And, and that book is just absolutely a, you know, a, a gem, a Wall Street classic for sure. Let’s talk about books. I love 01:11:05 [Speaker Changed] That book.

Numbers

Numbers Management Banking Marketing

Transcript: Mike Freno, Barings Chairman and CEO

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure. So it’s been, it’s been great.

Assets

Assets Insurance Investing Management

Outlook for 2017 | Balance in an Uncertain Time

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation

Asset Allocation Assets Clients Portfolio

Outlook for 2017 | Balance in an Uncertain Time

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation

Asset Allocation Assets Clients Portfolio

Transcript: Neil Dutta

The Big Picture

JANUARY 31, 2023

DUTTA: — and they’re using that to justify — RITHOLTZ: I’m talking of my book, I’m guilty. RITHOLTZ: Tell us about some of your favorite books, and what are you reading right now. DUTTA: I don’t really read books. I can’t remember the last time I picked up a book. RITHOLTZ: Right.

Economics

Economics Economy Marketing Marketing

Financial Advisor Source

Transcript: Julian Salisbury, GS

Transcript: Jenny Johnson, Franklin Templeton

Webinars

Trending Sources

Transcript: David Snyderman, Magnetar Capital

Webinars

Transcript: Kristen Bitterly Michell

My Investing Mentors

Everything you need to know about NSE IPO

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Transcript: Maria Vassalou

Investment Perspectives | Managing Risk

Investment Perspectives | Managing Risk

Outlook for 2019 | The Measure of All Things

Managing Liquidity in the Coronavirus Market

Managing Liquidity in the Coronavirus Market

Transcript: Mathieu Chabran

Fear Not

Transcript: Savita Subramanian

Transcript: Mike Freno, Barings Chairman and CEO

Outlook for 2017 | Balance in an Uncertain Time

Outlook for 2017 | Balance in an Uncertain Time

Transcript: Neil Dutta

Stay Connected