The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The firm manages or advises on about $250 billion in advisor assets.

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The Big Picture

FEBRUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

NOVEMBER 22, 2024

Corey’s work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular podcast on quantitative investing “Flirting with Models.” ” We discuss how he launched Newfound Research in his dorm in college, running quantiitative models.

Communication 182

Communication Government Investing Investments 182

The Big Picture

MARCH 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We discuss Jim’s path through the world of business, the power of well-chosen words, and his new book “ Two Thoughts: A Timeless Collection of Infinite Wisdom.”

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The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

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The Big Picture

FEBRUARY 27, 2024

Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Management 162

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The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., The firm’s investment strategy is “differentiated thinking” primarily focused on equities. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Investing 182

Investing Investments Startup Management 182

Sara Grillo

APRIL 11, 2023

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. Financial Advisor Income Statement Before you download this financial advisor income statement template below, here are a few things to keep in mind. Download these templates! My name is Sara.

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The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

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The Big Picture

DECEMBER 27, 2022

In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business. A transcript of our conversation is available here tomorrow.

Investing 173

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The Big Picture

OCTOBER 8, 2022

? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Previously, he worked in real estate finance and investment management at Morgan Stanley. The firm both developed and invests in commercial real estate. The firm flourished over the ensuing decades.

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The Big Picture

MAY 6, 2023

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.

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The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

The Big Picture

APRIL 15, 2023

Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees. We also discuss how Private Equity has developed over the past three decades from a small $50 billion alternative to a massive multi-trillion dollar investment sector.

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The Big Picture

NOVEMBER 27, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Tony Kim, Head of Technology Investing, Fundamental Active Equity at Blackrock.

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The Big Picture

FEBRUARY 18, 2023

Previously, he was chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. Vanguard is one of the world’s largest investment management companies, with over $7 trillion in assets under management.

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The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. Books Barry mentioned.

Financial Advisor 305

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The Big Picture

APRIL 8, 2023

His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

The Big Picture

SEPTEMBER 25, 2022

This week, we speak with Steve Case , co-founder of America On-Line (AOL), founder of investment firm Revolution , Chair of the Smithsonian, and author of The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream. How to Invest: Masters on the Craft by David M. Steve Case’s current reading.

Startup 317

Startup Government Investing Investments 317

The Big Picture

MARCH 18, 2023

He explains how the firm is only “half hedge fund,” as they employ over 40 different quantitative, many of which are specific investments based on their quantitative research. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

Retirement 310

Retirement Management Sales Investing 310

The Big Picture

OCTOBER 4, 2024

He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

The Big Picture

NOVEMBER 18, 2023

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments. Note: This episode was recorded on Nov.

Investing 162

Investing Investments Government Accounting 162

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

Management 281

Management Valuation Consulting Investing 281

The Big Picture

OCTOBER 25, 2024

Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. This eventually led to an opportunity at Mercedes, and the rest is history.

Healthcare 294

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The Big Picture

DECEMBER 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Tony Kim , Head of Technology Investing, Fundamental Active Equity at Blackrock.

Investing 130

Investing Investments 130

The Big Picture

SEPTEMBER 3, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. Be sure to check out our Masters in Business next week with Kristen Bitterly Michell, Head of North America Investments for Citi Global Wealth.

Wealth Management 311

Wealth Management Banking Accounting Management 311

The Big Picture

JULY 23, 2022

This week, we speak with Graham Weaver, who is the founder and CEO of Alpine Investors, a private equity firm in San Francisco that invests in software and services. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast.

Communication 310

Communication Investing Investments Marketing 310

The Big Picture

JUNE 17, 2023

Morgenson explains how PE was originally an institutional type of product aimed at Pensions, Foundations, Endowments and other perpetual investment capital, but has recently moved into high-net-worth retail customers. (KKR) — have grown to have an outsized impact on not just the U.S. economy, but American society as a whole.

Taxes 327

Taxes Retail Economy Economics 327

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A qualified barrister in the UK, she has worked in the investment industry since 1994.

Compliance 312

Compliance Communication Government Banking 312

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

The Big Picture

NOVEMBER 26, 2022

This week, we speak with Boaz Weinstein, the chief investment officer of Saba Capital Management LP, which Weinstein founded in 2009 as a lift-out of Saba Principal Strategies. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Banking 246

Banking Management Assets Investing 246

The Big Picture

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. This week, we speak with asset management expert Ted Seides , founder of Capital Allocators.

Management 245

Management Portfolio Management Portfolio Assets 245

The Big Picture

NOVEMBER 25, 2023

He is the author of several books on investing confidence, most recently The Confidence Map: Charting a Path from Chaos to Clarity. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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Economy Banking Economics Assets 283

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. billion in 166 diversified investments. trillion in client assets.

Management 147

Management Investing Investments Portfolio 147

The Big Picture

OCTOBER 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel.

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Assets Financial Market Investing Investments 298