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

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 147

Management Recruitment Numbers Banking 147

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

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. But they’d come by very deferentially saying, excuse me, Mr. Browder, I know you’re very busy but is there any chance I could convince you to come and spend a few minutes to brief my client, Mr. Soros. RITHOLTZ: Wow. I got you $25 million to invest in Russia.

Government 321

Government Banking Numbers Investing 321

The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz : 00:03:44 Eventually you rise to the role of CEO of private client services at Bank One. One of those was in the client, the wealth management area, right? One of those was in the client, the wealth management area, right? But food, medicine, rent. And we got a lot of pushback from clients.

Banking 258

Banking Media Economics Food 258