Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired.

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The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. But past performance of asset classes should be well understood. Past performance is not a guarantee of future results. Of course it isn’t. Things change.

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Abnormal Returns

OCTOBER 11, 2024

(morningstar.com) Jack Forehand and Matt Zeigler talk with Michael Mauboussin about nine key, timeless investing lessons. youtube.com) Michael Batnick and Ben Carlson talk with Ted Seides author of "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals."

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The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

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The Big Picture

APRIL 8, 2023

His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. 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.

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Valuation Insurance Numbers Portfolio Management 306

Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families.

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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Financial Advisor Investing Investments Financial Advice 246

The Big Picture

APRIL 6, 2023

Here is why: These posts seem to be a bizarre combination of public records scraping and AI; they look like they were designed to generate clicks rather than reflect honest investment recommendations. RWM runs over $3 billion in client assets. But as the Chief Investment Officer of RWM, I can assure you that it is utter nonsense.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? We have to pay attention to this, and we have to understand why this is potentially a risky asset.

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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.

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The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets. All of our earlier podcasts on your favorite pod hosts can be found here.

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Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

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Financial Planner Clients Compliance Numbers 189

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

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The Big Picture

MAY 9, 2023

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. What can I say about Julian Salisbury?

Assets 299

Assets Clients Investments Investing 299

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.

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Clients Financial Advisor Financial Planning Portfolio Management 244

Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Assets Management Investing Investments 83

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 102

Asset Allocation Portfolio Management Investing Investments 102

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

Retirement 130

Retirement Portfolio Management Investing 130

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 246

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

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Wealth Management Media Portfolio Management Retail 173

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. Be sure to check out our Masters in Business next week with Michael Green , Chief Strategist of Simplify Asset Management; the firm manages 28 funds with ~$4.1B

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets.

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Portfolio Management Portfolio Assets Management 173

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists.

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Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

The Big Picture

JULY 18, 2023

Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.” That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception. I became one.

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Portfolio Management Economy Assets Management 237

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

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Asset Allocation Portfolio Management Economy Portfolio 148

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

A Wealth of Common Sense

AUGUST 26, 2024

Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space.

Portfolio Management 102

Portfolio Management Portfolio Assets Investments 102

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

The Big Picture

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

Portfolio Management 173

Portfolio Management Management Distribution Portfolio 173

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

Investing 96

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Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors.

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Investing Investments Portfolio Management Portfolio 73