Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women. June 29, 2021.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. That’s a really easy portfolio to create. SEIDES: Yeah.

Management 130

Management Investments Investing Government 130

The Big Picture

MAY 7, 2024

If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. To my recruiter nanny, what she had to fire her suddenly one day. And so we offer that plan for $2,500. We have, you know, people coming to us every day just on word of mouth.

Startup 147

Startup Advertising Engineering Numbers 147

Trade Brains

NOVEMBER 26, 2023

The Company caters to areas of Aerospace and Defense, Automotive, Communication, Power Generation, Energy, Geospatial, Heavy Industries, Oil and gas, semiconductors, and a lot more. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%).

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. I mean, I don’t — RITHOLTZ: So this is really devious recruitment. WEAVER: — you know, my teaching and recruiting. They could see us getting better. I don’t even know if they applied. WEAVER: 52.

Consulting 298

Consulting Numbers Management Investing 298

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. So into the fray.

Management 277

Management Investing Investments Economics 277

The Big Picture

APRIL 4, 2023

So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. And I think that what our investors saw is that, number one, our portfolio held up incredibly well. Our portfolio remains in very solid shape. RITHOLTZ: Right. KENCEL: Spreads widened.

Banking 147

Banking Management Investing Investments 147

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. You know, when you, and then we recruit, you know, we talk to people, young people always say, you probably haven’t even ever had a B on your report card. So that, that’s the challenge. Is low, right? So No kidding.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. We love the portfolio. We love the forward on the portfolio.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:09:56 [Speaker Changed] You’re right, that the, the heritage of Orion is portfolio counting, trading, and reporting. Tell us about the various roles and responsibilities Orion has within the RIA industry.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Now, granted, I don’t think that that’s true. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. David Roux : Lotus is eventually acquired by IBM, by coincidence. Let’s talk about books.

Engineering 130

Engineering Consulting Manufacturing Investing 130

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. I think they were trying to do the right thing by their — by their portfolio companies, but, you know, we could have just easily wrote that out and … LINDZON: Well, I don’t give them that credit. And now it’s a different world. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290