The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. We love it.

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Assets Clients Investments Investing 299

The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Do do we care about round numbers like a hundred million or 500 million in sales?

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Management Investing Investments Portfolio 162

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 162

Healthcare Portfolio Management Investing 162

Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. It is an algo trading platform aiming to make AI-driven, high-quality analytics available to the maximum number of users.

Assets 111

Assets Planning Financial Market Retail 111

Inside Information

FEBRUARY 1, 2024

The other reaction was an eager embrace by salespeople who wanted to borrow the credibility of these allegedly-impartial calculation engines. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds. Is this going to replace us?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Aleph

JANUARY 21, 2023

Space engineers are planning innovative flying machines to explore far-away worlds. link] Low refining capacity, low number of gas stations per driver — blame California regulations. Jan 20, 2023 Corporate fraud is widespread – and largely undetected, study says [link] Cash flow conquers all. Blimps on Venus.

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Startup Banking Accounting Food 59

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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Clients Investing Investments Management 162

The Big Picture

JANUARY 16, 2024

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. I worked in sort of a quasi portfolio management role for like a single client account type business. I had two stops before then.

Assets 264

Assets Investing Investments Management 264

The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. We have two quant engines. GOG, third engine. So, GOG, discretionary portfolio management.

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Clients Management Engineering Investing 162

Brown Advisory

JUNE 3, 2015

A private equity fund we know well has backed a software company that offers a program enabling a car owner to recalibrate the vehicle’s engine to optimize gas mileage. Another fund includes a portfolio company that delivers locally grown vegetables in San Franciso and New Orleans. Beyond the Usual Suspects.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. How do you crunch the numbers on that, and where do you come out on small cap and value? Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

OCTOBER 17, 2023

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. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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Investments Investing Clients Numbers 130

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JULY 11, 2023

” 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. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right.

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Management Investing Investments Assets 222

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 173

Assets Management Portfolio Taxes 173

International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Around 76% MBA aspirants have a graduate degree in engineering while there is also about 10-12% students from commerce background.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

The Big Picture

NOVEMBER 14, 2023

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. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Sarah Livesey is my audio engineer.

Math 130

Math Management Insurance Assets 130

Sara Grillo

APRIL 11, 2022

Yeah, I did that early in the 1990s, that I had some understanding of portfolio management after allows in the investment industry, it seemed to me I should have some understanding, and it was odd that the firm that I worked for torpedo didn’t require any training at all, except you know what they wanted you to have.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

OCTOBER 1, 2015

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. As Chinese GDP growth has slowed and debt has mounted, an increasing number of observers have wondered if the government can successfully navigate the transition to a more consumer-led economy.

Investing 52

Investing Investments Economy Government 52

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I started my college career as an engineering major. WAGNER: You know there are a number of things that occurred. RITHOLTZ: Right. How does this happen?

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Investing Investments Assets Insurance 130

The Big Picture

DECEMBER 28, 2022

First, Jack engineered what was supposed to be the great merger made in heaven, combining old fashioned Wellington with all of the integrity that it might have had in days gone by, heavy sales load, heavy on sales activities, not so good on investing, combined with a hot ticket group in Boston. Justin Milner is my audio engineer.

Management 189

Management Investing Investments Clients 189

The Big Picture

OCTOBER 5, 2024

And I got to college and I was like, oh, I’ll just be an engineer. 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. Crazy, crazy numbers. Were were you literally the first one?

Economy 162

Economy Education Insurance Economics 162

The Big Picture

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. 00:21:11 And so the banks were originating debt to place into this C L O formation engine. And at that point, the c o formation engine just halted. Crazy number.

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Banking Investing Investments Clients 130

The Big Picture

MARCH 27, 2023

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. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct. MIELLE: Correct.

Assets 285

Assets Investing Investments Management 285

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. So, so you set to retire as portfolio manager this year, you mentioned your two successors. That’s amazing.

Management 264

Management Investments Investing Retail 264

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. I was employee number one in London. RITHOLTZ: What sort of numbers are you looking at? RAMPULLA: Yeah.

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Financial Advisor Clients Taxes Investing 286

The Big Picture

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. I was an analyst there for two years and then when a opportunity opened up for an internal promotion to portfolio manager in the beginning of 2017, they, they promoted me to that seat.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. TROPIN: Correct.

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Management Assets Risk Management Valuation 305

The Big Picture

MARCH 21, 2023

CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. I was an undergrad studying business and engineering. I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investing Investments 147

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? If you don’t have children while young, odds decrease that you will have children, and a higher number of them.

Math 59

Math Assets Banking Government 59

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 14, 2023

So up 18 or 19 percent for the year, you see those spectacular numbers. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager. That was number one. Atika Valbrun is our project manager.

Economy 162

Economy Investing Investments Portfolio 162