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. Seides is a CFA charterholder and has an MBA from Harvard Business School.

Management 245

Management Portfolio Management Portfolio Assets 245

The Big Picture

APRIL 8, 2023

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. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

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.

Management 200

Management Investing Investments Wealth Management 200

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.

Portfolio Management 162

Portfolio Management Management Portfolio Investing 162

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 1, 2024

Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees.

Portfolio Management 182

Portfolio Management Management Portfolio Investing 182

The Big Picture

DECEMBER 16, 2023

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

The Big Picture

OCTOBER 4, 2024

 This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 162

Portfolio Management Engineering Distribution Retail 162

The Big Picture

MAY 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

The Big Picture

DECEMBER 9, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 195

Management Portfolio Management Investing Investments 195

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.

Management 182

Management Medical Portfolio Management Economics 182

The Big Picture

JANUARY 26, 2024

She wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Wealth Management 173

Wealth Management Media Portfolio Management Retail 173

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

The Big Picture

FEBRUARY 16, 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 Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Banking 162

Banking Wealth Management Portfolio Management Management 162

The Big Picture

JULY 8, 2023

We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Portfolio Management 173

Portfolio Management Management Distribution Portfolio 173

The Big Picture

DECEMBER 30, 2023

We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 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. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

Assets 299

Assets Clients Investing Investments 299

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. All of our earlier podcasts on your favorite pod hosts can be found here. Your next stop is Millennium.

Healthcare 162

Healthcare Portfolio Management Investing 162

Investment Writing

FEBRUARY 6, 2024

” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. Amy Jones, CFA, is a portfolio manager. (CFP Board) is a company name or trade name, not a trademark, and therefore is not required to be displayed with the ® or symbols.”

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. Institutional Business

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

Download the Report. . A Letter of Introduction From The Portfolio Managers. We also discuss the positive environmental and social outcomes being created by our portfolio companies, and report on our engagement and proxy voting activity during the year. Portfolio Manager. Tue, 10/11/2022 - 17:44.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

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. We are pleased to report continued advancement of our firm’s sustainable investment initiatives. and Brown Advisory Trust Company of Delaware, LLC.

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. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

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 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. Portfolio Manager . .

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

FEBRUARY 23, 2022

Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 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. Let me give you some background on Morningstar Managed Portfolios.

Portfolio 130

Portfolio Management Assets Investing 130

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

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage. Tell us a little bit about that.

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. Hope this blog adds value to your trading journey.

Assets 111

Assets Planning Financial Market Retail 111

Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future (..)

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

OCTOBER 31, 2020

In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Global Leaders Investment Letter - Q3 2020. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020.

Investing 52

Investing Investments Portfolio Management Clients 52

The Big Picture

MARCH 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. How to clone your favorite money managers. By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager.

Management 147

Management Numbers Investing Investments 147