The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. So, so you’ve held analyst roles and a number of asset managers.

Investing 147

Investing Investments Management Valuation 147

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. 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.

Assets 111

Assets Planning Financial Market Retail 111

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Accounting 80

The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists.

Assets 264

Assets Investing Investments Management 264

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

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Management Investing Investments Portfolio 162

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. I was employee number 10. So fast forward to where we are today, we have over $40 billion in assets under management. RITHOLTZ: Which is really a pretty big number.

Clients 162

Clients Investing Investments Management 162

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. There are about 13 different portfolio managers each focused on a different sub-sector. You have 13 portfolio managers plus including you and Carl. No, no overlap.

Healthcare 162

Healthcare Portfolio Management Investing 162

Brown Advisory

JUNE 3, 2015

When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. We believe that having a deep understanding of this universe of managers is an essential component of our open-architecture research.

Investing 52

Investing Investments Clients Portfolio Management 52

Good Financial Cents

AUGUST 1, 2022

Ad Best Overall Best for Building Wealth Best Paid Zero-Sum Budgeting App Best for Dave Ramsey Followers Best for Couples Mint Personal Capital You Need a Budget EveryDollar Honeydue Download App Download App Download App Download App Download App Free Version? Best for Couples Honeydue Download App Free Version?

Budgeting 52

Budgeting Accounting Planning Management 52

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. How do you crunch the numbers on that, and where do you come out on small cap and value?

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

JUNE 3, 2015

We anticipate that we will soon be able to close the remaining 20% gap in quality strategies and build 100% sustainable portfolios as more compelling options arise. Please download The Advisory to read other articles in this issue including: Demystifying Sustainable Investing. Given investor demand, arise they will. .

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Set hard numbers. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

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. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s?

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JUNE 3, 2015

Please download The Advisory to read other articles in this issue including: Demystifying Sustainable Investing. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. An Expanding Toolkit.

Medical 52

Medical Portfolio Clients Banking 52

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. We’re all going to stay here together because the number of customers is not going down. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. RITHOLTZ: Wow.

Management 189

Management Investing Investments Clients 189

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. It’s part of the system.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. ” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000.

Management 222

Management Investing Investments Assets 222

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. Thank you for the cash. That’s the opportunity set.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. million clients.

Planning 59

Planning Financial Services Retail Distribution 59

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. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. What do they say?

Math 130

Math Management Insurance Assets 130

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. can get started by downloading the app and registering a Gigwalk account. They have a network of 1.7

Accounting 69

Accounting eCommerce Investing Investments 69

Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Investing Investments 52

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. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. So, GOG, discretionary portfolio management.

Clients 162

Clients Management Engineering Investing 162

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Build your portfolio alongside over a million other community members. Download Now Offer valid for U.S. See Public.com/disclosures.

Investing 110

Investing Investments Marketing Marketing 110

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. But number two is from a demographic standpoint.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. We have confidence in firms with a dominant market position, pricing power and a record of making the most from invested capital. By Paul Chew, CFA, Head of Investments.

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. WAGNER: You know there are a number of things that occurred. How does this happen?

Investments 130

Investments Investing Assets Insurance 130

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) in a portfolio with an average holding period approaching ten years; and 3) remembering to buy back in at an opportune moment.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Sara Grillo

APRIL 11, 2022

I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time. It’s all your number… How much are you managing it? CFA designation, correct. SARA GRILLO, CFA: Things.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

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. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. RITHOLTZ: There’s safety in numbers. The numbers are correct.

Assets 285

Assets Investing Investments Management 285

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And 00:28:03 [Speaker Changed] That’s an amazing number. That’s amazing.

Management 264

Management Investing Investments Retail 264

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. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

DECEMBER 17, 2023

It’s in the numbers : The issue is complex and often clouded by imprecise data. The numbers are soaring. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. Sometimes from the industry itself. Retail Dive ) • Guns are seized in U.S. schools each day.

Retail 130

Retail Portfolio Management Numbers Assets 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. Crazy number. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

OCTOBER 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. To a number of people. 00:17:14 [Speaker Changed] So you tackle a number of weighty topics in the book. Because people don’t pay attention, they just see the big scary number.

Economy 162

Economy Education Insurance Economics 162