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A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Validea

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246
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MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

She also leads the firm’s environmental, social and governance research. 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. His podcast is “ The Sherman Show.”

Banking 174
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Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says

MarketWatch

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 billion across eight funds as of January. The flip-side scenario is that the U.S. All three major U.S.

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10 Weekend Reads

The Big Picture

Businessweek ) • What went wrong with capitalism : America has become unhealthily dependent on loose money and big government, argues Ruchir Sharma. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. (from Nathaniel Popper’s forthcoming The Trolls of Wall Street ).

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Our Perspective on Optimal Governance Structure

Brown Advisory

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

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Our Perspective on Optimal Governance Structure

Brown Advisory

Our Perspective on Optimal Governance Structure. For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth transition and a successful, long-term, collaborative partnership. Mon, 06/13/2022 - 14:12.