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.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. BITTERLY MICHELL: It’s an engineering feat.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

NOVEMBER 14, 2023

The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. So we use publicly traded real assets and commodities. We also do asset allocation and overlays. Sarah Livesey is my audio engineer. We do defensive equity strategies. Atika Val Brown is my project manager.

Math 130

Math Management Insurance Assets 130

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. They’re, they’re lower risk tolerance, I would say very high standards on quality of service and quality of, of infrastructure and decision making. Kayleigh Lepar is my audio engineer. Yeah, it’s super patient, it’s super sophisticated.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

Barry Ritholtz : So I wanna wrap my head around a large insurer like MassMutual as a client, I would imagine very long term in perspective, but I don’t really grasp what sort of risk tolerance an insurance company has. What is that sort of risk embracing, like how, how does that settle out? Anna Luke is my producer.

Assets 147

Assets Insurance Investing Investments 147