Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Risk Management: The company employs robust risk management based on domain expertise, proprietary models, and a large data repository.

Retail 52

Retail Risk Management Assets Management 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We just have to think about managing the money in the best way that we can. Let’s talk about books.

Math 130

Math Management Insurance Assets 130

The Big Picture

OCTOBER 17, 2023

I read something you had mentioned Schlansky’s book, the Theory of Poker, A professional poker player teaches you how to think like one, obviously decision making under uncertainty with probabilistic odds and an inherently unknowable future. And the third, the one that nobody talks about is risk management.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

MAY 23, 2023

And when we first booked you, you were like a junior analyst. So, GOG, discretionary portfolio management. Let’s talk about some of your favorite books and what you’re reading lately. The translators of these books, aren’t they gifted? ROBYN GREW, PRESIDENT, MAN GROUP: Thank you for having me, Barry. RITHOLTZ: Huh.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Let’s talk about books. RITHOLTZ: Wow, really, really interesting.

Portfolio 130

Portfolio Investing Investments Numbers 130

International College of Financial Planning

APRIL 16, 2021

They teach beyond what’s written in books and expose young minds to the rigorous demands of management in the job sector. Corporate Investment Management. Hedge fund management. Portfolio Management. Asset Management. Credit Risk Management. Hedge Fund Management. Investments.

Management 52

Management Valuation Certification Financial Market 52

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. You mentioned in the book Canyon Capital took a chance on you.

Assets 285

Assets Investing Investments Management 285

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. RAMPULLA: Charlie Ellis, another one, you know, The Loser’s Game, his book there. Brandon) walked down Wall Street.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

SEPTEMBER 26, 2023

So they knew that of all the things, of all the problems that they may have in their book, we were probably the least of their problems. And were calling us and saying, look, I mean, what’s gonna happen with my private equity book? I tend to not like watching shows or reading books about investing.

Banking 130

Banking Investing Investments Clients 130

Brown Advisory

SEPTEMBER 25, 2023

To achieve this, active managers, supported by specialist research teams are key to mitigating the risks, selecting the best opportunities and taking advantage of any volatility for an attractive entry point. It includes those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.

Portfolio 52

Portfolio Clients Management Investing 52

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Management 305

Management Assets Risk Management Marketing 305

The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” RITHOLTZ: Same here.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

So there was a tremendous amount of proprietary trading, you know, hedge funds in the back book, a little bit of a front book. And don’t take a lot of risk and make a lot of money, supposedly, right? And you know, he had this checklist mentality, which looks a lot like risk management, right? RITHOLTZ: Yeah.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. And so you think just simple supply and demand, lots of portfolio managers who can do them.

Management 147

Management Investing Investments Assets 147