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. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

Discipline Funds

DECEMBER 28, 2022

The Arithmetic of Active Management – William Sharpe Why Active Investing Is a Negative Sum Game – Fama & French Section 5 – Behavioral Finance 10 Behavioral Biases that Hurt Investors Why Retail Investors are so Bad at Investing The Psychology of Financial Decision Making Why do People Hate Rising Stock Prices?

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. Atika Valbrun is my project manager. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 147

Assets Management Investing Investments 147

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. And understand what risk we’re taking on. So it has a lot of parallels to the way we think about asset allocation at Magnetar. Sarah Livesey is my audio engineer. Atika Verun is my project manager.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios. BITTERLY MICHELL: It’s an engineering feat. My Audio Engineer is Justin Miller.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Atika Valbrun is my project manager. Justin Milner is my audio engineer. Paris Wald is my producer.

Portfolio 130

Portfolio Investing Investments Numbers 130