The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

Valuation 130

Valuation Investments Investing Assets 130

WiserAdvisor

APRIL 12, 2024

The law of diminishing returns, an economic theory, also suggests that after reaching an optimal level of capacity, adding more clients may lead to smaller increases in efficiency. You must also consider your proficiency in handling administrative tasks and managing client relationships effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy. That is how we think and how we measure ourselves.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. Tell us about how you saw this lack of diversity and the lack of economic mobility.

Assets 286

Assets Investing Investments Management 286

Brown Advisory

SEPTEMBER 3, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. But they can be essential to protecting a legacy. .

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

DECEMBER 2, 2015

Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes. Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

The Big Picture

JANUARY 21, 2025

It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. And I think it partly depends on the economic comfort in which you grew up. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investing 148

Investing Investments Management Retirement 148

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. I’m gonna hold it in my portfolio. That’s Barry saying it.

Assets 174

Assets Management Portfolio Marketing 174

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. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

OCTOBER 5, 2024

You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics. Yeah, I didn’t even know you could major in economics till I got to college. Like the fact that I didn’t know economics was a major until I got to college. I didn’t. You did not.

Economy 163

Economy Education Insurance Economics 163

Carson Wealth

DECEMBER 23, 2024

It upped its view of economic growth and said things looked pretty good on the economic front. This move up in estimates of long-run policy rates, by markets and the Fed, is a function of higher estimates of future economic growth (including productivity). The S&P 500 is only 3.6% Then what else did the Fed say on Wednesday?

Marketing 67

Marketing Marketing Economy Economics 67

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. I mean, we had a global pandemic, a complete shutdown of global economic activity.

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. Program didn’t feel right.

Valuation 174

Valuation Investing Investments Numbers 174

The Big Picture

JANUARY 14, 2025

Last time you were on a panel, we were talking about the rise of, of some emerging managers, including yourself. You graduate with a bachelor’s in economics. Maybe we should do this out from under the compliance regulations of a broker dealer? But let’s go back to the beginning of your career.

Management 148

Management Investing Investments Assets 148

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. 00:09:23 [Speaker Changed] Just a routine exam.

Portfolio 148

Portfolio Management Marketing Marketing 148

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And this was the amount of monetary growth, and this is what we call M two inside of, in, in the wonky economics world. Signs him, right?] Yeah, yeah.

Math 148

Math Marketing Marketing Engineering 148