Asset Allocation Compliance Engineering 
The Big Picture
MAY 9, 2023
And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. RITHOLTZ: Sure.
The Big Picture
FEBRUARY 6, 2024
That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. We, we call asset allocation at GMO.
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The Big Picture
JANUARY 21, 2025
It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen.
The Big Picture
AUGUST 20, 2024
It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So any compliance people listening, I’m just spitballing here. Sarah Livesey is my audio engineer.
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.
The Big Picture
MAY 21, 2024
00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?
The Big Picture
NOVEMBER 25, 2024
And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.
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