The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Initially I joined to help them manage their equity portfolio. With no further ado, my discussion with simplifies Mike Green.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JANUARY 3, 2025

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

JANUARY 10, 2025

Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. alphaarchitect.com) How many assets is too many when it comes to trend following? priceactionlab.com) What's the evidence for the R&D factor?

Portfolio Management 258

Portfolio Management Portfolio Management Assets 258

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets.

Portfolio Management 278

Portfolio Management Assets Taxes Management 278

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Abnormal Returns

OCTOBER 10, 2023

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. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?

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Portfolio Management Startup Portfolio Management 264

Abnormal Returns

DECEMBER 12, 2023

institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. riabiz.com) Fund management Diseconomies of scale in fund management are real.

Portfolio Management 263

Portfolio Management Retail Assets Portfolio 263

The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

Management 195

Management Portfolio Management Investing Investments 195

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 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. Of course it isn’t. Things change. Stocks have been th.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Abnormal Returns

OCTOBER 11, 2024

(awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math 276

Math Portfolio Management Management Portfolio 276

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Management 182

Management Medical Portfolio Management Economics 182

Abnormal Returns

NOVEMBER 30, 2023

demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship. valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager?

Financial Advising 278

Financial Advising Portfolio Management Media Economics 278

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 131

Portfolio Management Retirement Planning Portfolio Management 131

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.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

The Big Picture

APRIL 6, 2023

RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. Ritholtz Wealth Management is a registered investment advisor or RIA. Active portfolio management strategy? You should always steer clear of these sorts of junk stories.

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032.

Taxes 147

Taxes Portfolio Management Investing 147

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

Carson Wealth

JANUARY 28, 2025

Determine what kind of assets you want to donate. While cash is the simplest, you can also donate non-cash assets such as stocks, real estate, or private business interests. Identifying and Managing Financial Risks in Philanthropy There is one other step thats equally important. Figure out a structure for your charitable giving.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

Abnormal Returns

AUGUST 3, 2023

advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. Markets Share buybacks are down some 15% YTD.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

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.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

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 Estate Planning Charitable Planning 246

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 (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

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.

Retirement 130

Retirement Portfolio Management Investing 130

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.

Assets 84

Assets Management Investments Investing 84

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. My guest on today's podcast is Matthew Topley.

Clients 244

Clients Financial Advisor Financial Planning Planning 244

The Big Picture

DECEMBER 16, 2023

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. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

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. My guest on today's podcast is Lori Van Dusen.

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

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.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

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.

Wealth Management 173

Wealth Management Media Portfolio Management Retail 173

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.” National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246