The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Banking 130

Banking Retail Math Management 130

Clever Girl Finance

JULY 8, 2024

And you’ll also need to consider how much money, time, and effort you can afford to invest. All you need are a few tools, a good work ethic, and an entrepreneurial spirit. You can provide bookkeeping services online or offline, and it can be one of the best side jobs for women who are great at math and business management.

Clients 98

Clients Advertising Media Planning 98

Brown Advisory

AUGUST 1, 2018

Shareholders and investment analysts pose questions to Buffett and Munger in two 2.5-hour Buffett and Munger are significant influences on our investment approach. Members of our investment team have attended these annual meetings for over 30 years. The format of the meeting is question and answer. into the war.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Shareholders and investment analysts pose questions to Buffett and Munger in two 2.5-hour Buffett and Munger are significant influences on our investment approach. Members of our investment team have attended these annual meetings for over 30 years. Bullish on Investing in America. Berkshire Hathaway. into the war.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. Have I managed my asset allocation and my investment fees? SETHI: Yes. Do it my way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Management 278

Management Assets Portfolio Investments 278

Sara Grillo

JUNE 17, 2024

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. What’s wrong with relying on investment hypotheticals in a Universal Life insurance policy illustration?

Insurance 59

Insurance Financial Advice Math Compliance 59

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. We’d love some diversity.

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 So ethically, I think it applies everywhere. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks. CLYMER: So he actually invested as early as 2015. FOWLER: That was a good investment, by the way.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics. So at that point, I had a pretty big career. He was my boss and I just scored big a second time.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. How does that relate to economics and decision making and investing? That was too abstract.

Economics 162

Economics Math Numbers Marketing 162