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Portfolio Management

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MiB: Brian Hurst, ClearAlpha

The Big Picture

JANUARY 10, 2025

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. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets.

Portfolio Management

Portfolio Management Risk Management Education Portfolio

2019 Global Leaders ESG Transparency Report

Brown Advisory

JULY 14, 2020

The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. Enclosed is our inaugural ESG Transparency Report. We hope you find this year’s report informative, and we welcome a continuing conversation with you about the work we are doing.

Portfolio Management

Portfolio Management Portfolio Management Risk Management

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Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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2020 Global Leaders Impact Report

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. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management

Portfolio Management Portfolio Risk Management Investing

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

2019 Global Leaders ESG Transparency Report

Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. Portfolio Manager . . Portfolio Manager. . . . . .

Portfolio Management

Portfolio Management Portfolio Management Risk Management

2020 Global Leaders Impact Report

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. Portfolio Manager . .

Portfolio Management

Portfolio Management Portfolio Risk Management Investing

Transcript: Michael Rockefeller

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

Healthcare Portfolio Management Investing

10 Best Algo Trading Software in India 2023 – Top Software List

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

Assets Planning Financial Market Retail

Transcript: Julian Salisbury, GS

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. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Yes.

Assets

Assets Clients Investing Investments

Transcript: Maria Vassalou

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 at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets

Assets Management Marketing Marketing

Transcript: Luis Berruga, Global X ETFs

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. BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets.

Clients

Clients Investing Investments Management

Community Foundations: Challenges And Solutions

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

Nonprofit Clients Risk Tolerance Management

Community Foundations: Challenges And Solutions

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

Nonprofit Clients Risk Tolerance Management

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

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. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:23 [Speaker Changed] CCPM being?

Math

Math Management Insurance Assets

Transcript: Graeme Forster, Orbis Investments

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. And the third, the one that nobody talks about is risk management. Risk management. We talked about the importance of risk management and volatility.

Investing

Investing Investments Clients Numbers

Transcript: Greg Davis, CIO Vanguard

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. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk.

Portfolio

Portfolio Investing Investments Numbers

Transcript: Robyn Grew

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. So, GOG, discretionary portfolio management. The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below. RITHOLTZ: Right, that’s pretty much it.

Clients

Clients Management Engineering Investing

Transcript: Tom Rampulla

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. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well.

Financial Advisor

Financial Advisor Clients Taxes Investing

Transcript: Dominique Mielle

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. MIELLE: — interviewed. But that’s the thing. RITHOLTZ: Yeah.

Assets

Assets Investing Investments Management

Transcript: Armen Panossian

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. So those investors said, wow, my, my return just went up magically, thank you very much fed.

Banking

Banking Investing Investments Clients

Transcript: Kenneth Tropin

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here.

Management

Management Assets Risk Management Marketing

Transcript: Antti Ilmanen

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You began as a central bank portfolio manager in Finland. ILMANEN: Yes.

Investing

Investing Investments Valuation Portfolio

Transcript: Robert Koenigsberger

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. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Banking

Banking Assets Government Marketing

Transcript: Brian Hurst, ClearAlpha

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. The transcript from this weeks, MiB: Brian Hurst, ClearAlpha , is below.

Management

Management Investing Investments Assets

Financial Advisor Source

MiB: Brian Hurst, ClearAlpha

2019 Global Leaders ESG Transparency Report

Webinars

Trending Sources

2020 Global Leaders Impact Report

Webinars

2019 Global Leaders ESG Transparency Report

2020 Global Leaders Impact Report

Transcript: Michael Rockefeller

10 Best Algo Trading Software in India 2023 – Top Software List

Transcript: Julian Salisbury, GS

Transcript: Maria Vassalou

Transcript: Luis Berruga, Global X ETFs

Community Foundations: Challenges And Solutions

Community Foundations: Challenges And Solutions

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Transcript: Graeme Forster, Orbis Investments

Transcript: Greg Davis, CIO Vanguard

Transcript: Robyn Grew

Transcript: Tom Rampulla

Transcript: Dominique Mielle

Transcript: Armen Panossian

Transcript: Kenneth Tropin

Transcript: Antti Ilmanen

Transcript: Robert Koenigsberger

Transcript: Brian Hurst, ClearAlpha

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