Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. Well, that’s too, with the engineers and attorneys. His name is Ken carbo and its Liberty Capital Management up in Birmingham. CFA designation, correct.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 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. Justin Milner is my audio engineer. Atika Valbrun is our project manager.

Assets 286

Assets Investments Investing Management 286

The Big Picture

OCTOBER 5, 2024

And I got to college and I was like, oh, I’ll just be an engineer. And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. And the Army Corp of Engineers come in and they rebuild it. Like I’ll, you know, do that path.

Economy 163

Economy Education Insurance Economics 163

The Big Picture

MARCH 21, 2023

CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. I was an undergrad studying business and engineering. 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.

Valuation 174

Valuation Investments Investing Numbers 174

The Big Picture

FEBRUARY 28, 2023

One of the things we haven’t talked about, if you’re appealing more to individual investors, typically, that comes along with regulation and compliance standards and oversight from the government — LAYTON: Yup. Justin Milner is my audio engineer. Atika Valbrun is my project manager. Paris Wald is my producer.

Clients 148

Clients Investments Investing Assets 148

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

JUNE 3, 2024

Undergraduate applied mathematics, master’s degree in financial engineering, a little bit of, of teaching. So how Barry Ritholtz : Do you go from a PhD program to financial engineering masters? They ended up going back to a school in LA called Claremont, and they had a financial engineering program there. Signs him, right?]

Math 148

Math Marketing Marketing Engineering 148

Sara Grillo

FEBRUARY 13, 2023

Because there’s a company called Engine Number One, which says, here’s how we’re going to do it. Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

JANUARY 14, 2025

So I I, I started off in that, but I mainly learned that I didn’t really wanna do investment banking because it didn’t hit on my core skillset, which was like engineering back down quantitative techniques and tools. Maybe we should do this out from under the compliance regulations of a broker dealer?

Management 130

Management Investments Investing Assets 130

The Big Picture

NOVEMBER 25, 2024

And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. 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.

Portfolio 148

Portfolio Management Marketing Marketing 148