The Big Picture

FEBRUARY 14, 2025

She also worked as JPMorgan Asset Management equity research associate for US Tech. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. A list of her favorite books is below; A transcript of our conversation is available here Tuesday.

Investing 173

Investing Investments Portfolio Management Consulting 173

The Big Picture

FEBRUARY 7, 2025

billion in assets under management. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups.

Startup 173

Startup Portfolio Management Management Portfolio 173

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Assets 182

Assets Management Media Investing 182

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 173

Assets Management Valuation Investing 173

The Big Picture

JANUARY 3, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management 162

Portfolio Management Assets Management Economics 162

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Assets 130

Assets Management 130

The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

Management 307

Management Assets Portfolio 307

The Big Picture

MAY 6, 2023

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.

Wealth Management 303

Wealth Management Assets Management Clients 303

The Big Picture

SEPTEMBER 27, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. All of our earlier podcasts on your favorite pod hosts can be found here.

Healthcare 294

Healthcare Economy Numbers Assets 294

The Big Picture

JUNE 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. Be sure to check out our Masters in Business next week with Mathieu Chabran, Tikehau Capital A global alternative asset manager with $40B in assets.

Education 334

Education Assets Government Banking 334

The Big Picture

FEBRUARY 18, 2023

Vanguard is one of the world’s largest investment management companies, with over $7 trillion in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Assets 289

Assets Management Portfolio Investing 289

The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. You can find all of our earlier podcasts on your favorite platforms here.

Engineering 325

Engineering Management Portfolio Assets 325

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 298

Startup Portfolio Management Assets Valuation 298

The Big Picture

APRIL 15, 2023

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. His current reading is here ; A transcript of our conversation is available here Tuesday.

Consulting 284

Consulting Compliance Assets Management 284

The Big Picture

SEPTEMBER 3, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. Citi Global Wealth manages more than $800B in Client Assets, and North America accounts for about half of that business. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 311

Wealth Management Banking Accounting Management 311

The Big Picture

JANUARY 10, 2025

As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He was also Cliff Asness’ first hire at GSAM.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

Sara Grillo

APRIL 11, 2023

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. Financial Advisor Income Statement Before you download this financial advisor income statement template below, here are a few things to keep in mind. Download these templates! My name is Sara.

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

The Big Picture

OCTOBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets.

Financial Advisor 323

Financial Advisor Education Management Investing 323

The Big Picture

NOVEMBER 26, 2022

He explains how credit has become the most volatile asset class, far more than equity. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. A transcript of our conversation is available here Tuesday.

Banking 246

Banking Management Assets Investing 246

The Big Picture

OCTOBER 29, 2022

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. He urges the Fed to stop raising rates sooner than later.

Assets 298

Assets Financial Market Investments Investing 298

The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management.

Retirement 310

Retirement Management Sales Investing 310

The Big Picture

JUNE 17, 2023

UHNW investors have been so attracted to Private Equity’s diversified asset class and steady returns, especially in an era of zero interest rates. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Taxes 327

Taxes Retail Economy Economics 327

The Big Picture

MAY 20, 2023

The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here.

Compliance 312

Compliance Communication Government Banking 312

The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast.

Financial Advisor 305

Financial Advisor Education Retail Management 305

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have to pay attention to this, and we have to understand why this is potentially a risky asset.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

DECEMBER 17, 2022

A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Management 281

Management Valuation Consulting Investing 281

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

Management 245

Management Portfolio Management Portfolio Assets 245

The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

Management 230

Management Investing Investments Portfolio Management 230

The Big Picture

SEPTEMBER 25, 2022

Following the merger, he established a family office to manage his AOL-Time Warner assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Their philanthropy focuses on inclusive entrepreneurship, impact investing, and civic engagement.

Startup 317

Startup Government Investing Investments 317

The Big Picture

NOVEMBER 25, 2023

Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economy 283

Economy Banking Economics Assets 283

The Big Picture

AUGUST 20, 2022

He discovered an immense amount of corruption, with the oligarchs who were running these still partly state-owned companies helping themselves to assets and capital on an immense scale. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast.

Government 290

Government Assets Media Management 290

The Big Picture

DECEMBER 2, 2023

That family office was created to manage the assets of Julius Rosenwald, who had steered Sears into a retailing giant and took them public in 1906. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Consulting 255

Consulting Retail Management Assets 255

The Big Picture

APRIL 8, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

SEPTEMBER 10, 2022

This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast.

Financial Advice 200

Financial Advice Clients Investing Investments 200

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

The Big Picture

MAY 10, 2024

He was the director of systematic investing at Bear Stearns, leaving in 2007 to launch O’Shaughnessy Asset Management, now a part of Franklin Templeton. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Retirement 195

Retirement Banking Assets Investing 195