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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

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Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

Assets 299
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#FA Success 303: Pivoting From ‘Robo’ Investment Management To Financial Planning In South Africa, With Louis van der Merwe

Nerd's Eye View

equivalent of nearly $60 million in assets under management for 115 client households. My guest on today's podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Universe performance rankings from eVestment.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

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: Schwab CEO says the company has ample liquidity: WSJ

MarketWatch

SCHW CEO Walt Bettinger said the brokerage and financial services firm has enough resources to continue to operate even if it lost its deposits over the coming year, The Wall Street Journal reported Friday. Seawolf Capital portfolio manager Porter Collins told the WSJ that Schwab has mismanaged its balance sheet.

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Transcript: Maria Vassalou

The Big Picture

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 173