Midstream Marketing

DECEMBER 6, 2024

Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. By focusing on compliance and security, you can earn your clients trust. Pay attention to their special problems, such as preparing for the future, managing taxes better, and protecting wealth.

Marketing 52

Marketing Marketing Media Engineering 52

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Risk appetite was changing. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets.

Clients 162

Clients Investing Investments Management 162

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We just have to think about managing the money in the best way that we can. 00:34:11 [Speaker Changed] What about, since people are talking about hedging, how do you think about risk management?

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. Let’s round it up to 145 as much as my compliance people hate when I do that.  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below. billion in assets.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: You were crushing it.

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. MIELLE: Exactly. MIELLE: — interviewed. RITHOLTZ: Yeah.

Assets 285

Assets Investing Investments Management 285