The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Assets 144

Assets Management Portfolio Investing 144

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. This notion rings especially true when it comes to finance and investing. With that said, I am always quick to point out that diversification in a portfolio is important (i.e., www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52

Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And it might be investment grade credit or distressed credit.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I was econ and kind of geeky.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

JUNE 3, 2024

There are few people who understand both fixed income and equity investment and quantitative strategies to each better than Jeffrey Sherman. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets.

Math 144

Math Engineering Marketing Marketing 144

The Big Picture

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. What was the career plan? Right, right.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Banking 144

Banking Investing Investments Marketing 144

The Big Picture

JUNE 20, 2023

So, when private equity really was ramping up in the ’80s and ’90s, it was essentially an institutional allocation. This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. Or should this be kept out of private asset allocators’ hands?

Insurance 144

Insurance Healthcare Retail Medicine 144