The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. BITTERLY MICHELL: … risk management.

Clients 300

Clients Wealth Management Banking Investing 300

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business.

Healthcare 163

Healthcare Portfolio Management Investing 163

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And the place where I was looking for this risk factors was in the real economy.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist.

Assets 148

Assets Management Investing Investments 148

Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. As such, ESG research is now an essential part of the Global Leaders investment strategy. Enclosed is our inaugural ESG Transparency Report.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investments 52

Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

AUGUST 9, 2021

Download the Report. . A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Mon, 08/09/2021 - 09:43.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investments 52

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. But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing.

Clients 163

Clients Investing Investments Management 163

Trade Brains

NOVEMBER 4, 2023

The platform has various plans for retail traders and institutional brokers Features:- Thousands of trading robots and indicators can also be downloaded for free from the MQL5 Codebase. Direct access to the Code Base access is provided on the platform, so choose and download applications while you trade.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. I really wanted to learn how to invest money, not just be an advisor, and I thought private equity was cool because you weren’t at the whim of the market.

Assets 163

Assets Investing Investments Valuation 163

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” Welcome to Bloomberg. ANTTI ILMANEN.

Investing 130

Investing Investments Valuation Portfolio 130

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. With longer-term investments, insurance companies cannot take the same kind of risks that banks can. 4, 2017 [link].

Insurance 52

Insurance Banking Financial Advisor Investing 52

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. Let’s talk a little bit about your alternative investments career. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA.

Management 130

Management Investing Investments Government 130

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

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. And this is where I, I moved over to UAM at the time, which is the first multi boutique investment business. Essentially herding cats and managing a whole bunch of quants.

Math 130

Math Management Insurance Assets 130

Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. High Profile Use of Annuities Download.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many.

Planning 52

Planning Taxes Clients Strategic Planning 52

The Big Picture

JANUARY 10, 2025

This week, we speak with Brian Hurst , the Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner. He was also Cliff Asness’ first hire at GSAM.

Portfolio Management 148

Portfolio Management Risk Management Education Portfolio 148

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was derivatives math, it was like working with the traders on like risk management. It was underwriting, you know, it was like doing investment banking, underwriting public offerings.

Retail 130

Retail Banking Math Management 130

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. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. What can I say about Julian Salisbury?

Assets 300

Assets Clients Investing Investments 300

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. My special guest this week is Tom Rampulla. So that was helpful.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

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. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. New asset class for this type of investing as well.

Assets 286

Assets Investing Investments Management 286

The Big Picture

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So Tudor Investments launches ‘85? ‘84? I’m single. Great person.

Math 148

Math Risk Management Marketing Marketing 148

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? Did they seed you, did they invest you?

Banking 148

Banking Portfolio Assets Investing 148

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. With no further ado, my conversation with Ken Kencel of Churchill Asset Management.

Banking 148

Banking Management Investing Investments 148

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. He’s only responsible for $7.3 I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies.

Management 148

Management Recruitment Numbers Banking 148

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. This is a fascinating conversation about business growth and leadership and management and how to run a team.  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below.

Clients 163

Clients Management Engineering Investing 163

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 130

Investments Investing Clients Management 130

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. I wanna say it’s about $179 billion in client assets.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. ROBERT KOENIGSBERGER, FOUNDER, CHIEF INVESTMENT OFFICER, MANAGING PARTNER.

Banking 163

Banking Assets Government Marketing 163

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So he’s looking at this not simply from the typical real estate investment perspective, but from a deep quantitative, analytical basis. But they didn’t invest, right?

Banking 148

Banking Marketing Marketing Investing 148

The Big Picture

NOVEMBER 7, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The, it’s not even return on investment, here’s our $50 billion. And I would tell them, well listen, first of all, as a reporter, I’m not supposed to invest in anything.

Numbers 163

Numbers Banking Accounting Taxes 163