The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

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The Big Picture

JULY 11, 2023

And so you saw this shift from kind of fees embedded in say the mutual fund vehicle to being external on the client statement and so then advisors wanted things like ETFs and SMAs and other things because the client was seeing that they were paying their advisor every month. So she wants her portfolio managed that way.

Management 222

Management Investing Investments Assets 222

The Big Picture

DECEMBER 28, 2022

CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. The plan was to do an IPO to raise $200 million in new client assets for the funds. ELLIS: This is the first index fund.

Management 189

Management Investing Investments Clients 189

The Big Picture

MARCH 25, 2025

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. He goes, well, our, our clients, the, the Riol Wealth Managements of the world could, could use this and it would be amazing for their business. So it was very, very amicable.

Management 147

Management Numbers Investing Investments 147

Brown Advisory

JUNE 3, 2015

Just five years ago, if a client wanted a fully sustainable portfolio, we could find managers we were confident in for no more than 50% of total assets. Today, however, we can boost that to 80% in a balanced portfolio. Here is a tour of some compelling strategies that we use in client portfolios.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

MARCH 2, 2020

Intently listen to clients and to outside viewpoints. We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

Intently listen to clients and to outside viewpoints. We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector.

Management 52

Management Portfolio Management Portfolio Clients 52

The Big Picture

FEBRUARY 6, 2024

That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. I really loved it.

Valuation 130

Valuation Investing Investments Assets 130

Indigo Marketing Agency

SEPTEMBER 9, 2020

For those of you who don’t know, The Marketing Guide For Financial Advisors uncovers the truth about how independent financial advisors really get new clients in today’s digital world. Create a user-friendly website that converts prospects into clients. It takes the guesswork out of building your marketing engine.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. With the existing happy clients, the company aims to give customer-centric service to its clients.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Since then, it’s grown to about $7 billion.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investing Investments Portfolio 162

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. It’s client related, it’s media like we’re doing today. What led to an interest in insurance?

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

SEPTEMBER 1, 2015

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

NOVEMBER 14, 2023

So we had clients like Chase and Citibank and JP Morgan and all of those. They sometimes have trouble talking to clients. So I need to adjust my management style. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training.

Math 130

Math Management Insurance Assets 130

The Big Picture

JANUARY 21, 2025

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. And one of the common conversations is, I have a client, he’s got millions of dollars invested. My audio engineer is John Wasserman. I’m Barry Ritholtz.

Investing 147

Investing Investments Management Retirement 147

Trade Brains

FEBRUARY 19, 2024

It is a company focused on building innovative solutions that address the complex digital transformation needs of clients. It has a presence in 65 countries with over 1400 active global clients and an employment base of more than 2,50,000 employees spread across continents. As of March 31, 2023, Nippon AMC caters to 1.35

Healthcare 59

Healthcare Consulting Engineering Management 59

Trade Brains

FEBRUARY 19, 2024

It is a company focused on building innovative solutions that address the complex digital transformation needs of clients. It has a presence in 65 countries with over 1400 active global clients and an employment base of more than 2,50,000 employees spread across continents. As of March 31, 2023, Nippon AMC caters to 1.35

Healthcare 59

Healthcare Consulting Engineering Management 59

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. My audio engineer is Rich Samani Atika. Val Brown is my project manager.

Assets 264

Assets Investing Investments Management 264

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Management 130

Inside Information

FEBRUARY 1, 2024

A lot of hand-wringing, initially, because many advisors questioned their value working the good ‘ol HP 12C making retirement planning calculations for their clients when this newfangled thing called software came along. They’ll know more about clients, they’ll be able to delve more deeply, more easily, into their circumstances.

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

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Assets Management Marketing Marketing 173

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. But back then we just printed it and gifted it to all our clients. I love Wynwood Walls.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 1, 2015

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. Changing Consumption.

Investing 52

Investing Investments Economy Government 52

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 173

Assets Management Portfolio Marketing 173

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. We’re owned by our clients. What exactly does it do, and what sort of clients and customers are you working with?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I think most importantly, our clients appreciated the return of capital. And it did. We returned a lot of capital.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

DECEMBER 12, 2023

A value investor can feel like I have to deal with all the clients who say, why are you losing me all this money because the stock has gone from 80 to 40, but I feel cheerier because it’s from $40 to a $90 value. And it helps me keep an even keel in a situation where I’m feeling the same pain that every other manager is.

Management 264

Management Investing Investments Retail 264

The Big Picture

OCTOBER 5, 2024

And I got to college and I was like, oh, I’ll just be an engineer. And the Army Corp of Engineers come in and they rebuild it. I spend a lot of time fending off nonsense that clients read and say, Hey, you know, New York stock exchange margin debt is at record highs. Like I’ll, you know, do that path.

Economy 162

Economy Education Insurance Economics 162

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. Because there’s a company called Engine Number One, which says, here’s how we’re going to do it. Listen to this show.

Investing 72

Investing Investments Clients Portfolio 72