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MiB: Jeffrey Sherman, DoubleLine Deputy CIO

The Big Picture

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. 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.

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10 Friday AM Reads

The Big Picture

technology into its search engine. ( Business Insider ) • Stop treating unemployment as a necessary evil to curb inflation : An economist explains why it’s time to rethink popular assumptions about layoffs. ( Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 173
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Transcript: Julian Salisbury, GS

The Big Picture

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 299
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Transcript: Kristen Bitterly Michell

The Big Picture

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 299
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Transcript: Albert Wenger

The Big Picture

What Shift EV does is it takes existing delivery vans and retrofits them in a space of a couple of hours, from internal combustion engine to electric. What do they do with the internal combustion engine and — WENGER: That’s a great question. RITHOLTZ: What are the other engines? RITHOLTZ: A couple of hours?

Valuation 305
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130
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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” As advisors, we get the opportunity to work with clients, develop relationships, and build trust.