The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 190

Management Portfolio Management Investing Investments 190

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. Currently, he is Vice Chairman of IBM.

Management 176

Management Medical Portfolio Management Economics 176

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households.

Retirement 130

Retirement Portfolio Management Investing 130

Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

Assets 104

Assets Management Portfolio Management Portfolio 104

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 119

Portfolio Management Portfolio Management Investing 119

Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management 257

Portfolio Management Portfolio Management Assets 257

Abnormal Returns

OCTOBER 11, 2024

(awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math 271

Math Portfolio Management Management Portfolio 271

Abnormal Returns

OCTOBER 10, 2023

msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?

Portfolio Management 263

Portfolio Management Startup Portfolio Management 263

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. 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. Absolutely true.

Assets 167

Assets Management Portfolio Taxes 167

Wealth Management

NOVEMBER 19, 2024

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

Portfolio Management 103

Portfolio Management Clients Portfolio Management 103

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 157

Portfolio Management Management Portfolio Investing 157

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets.

Portfolio Management 275

Portfolio Management Assets Taxes Management 275

Wealth Management

NOVEMBER 1, 2024

In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.

Portfolio Management 115

Portfolio Management Portfolio Clients Management 115

Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. thinkadvisor.com) Practice management What operational issues are holding back small and mid-sized RIAs?

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

Advisor Perspectives

NOVEMBER 14, 2024

US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.

Portfolio Management 98

Portfolio Management Portfolio Management 98

Abnormal Returns

DECEMBER 12, 2023

riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. (mailchi.mp) Factors You have to squint really hard to find a small-cap effect. insights.finominal.com) The factor ETF space has gotten crowded.

Portfolio Management 262

Portfolio Management Retail Assets Portfolio 262

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.

Portfolio Management 201

Portfolio Management Economics Portfolio Assets 201

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 144

Investing Investments Pharmaceutical Portfolio Management 144

Abnormal Returns

APRIL 16, 2024

blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (wisdomtree.com) What happens to the stock market on days before holidays. papers.ssrn.com) How a stock's price affects its risk profile. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck.

Asset Allocation 274

Asset Allocation Portfolio Management Portfolio Assets 274

Abnormal Returns

MARCH 1, 2024

(wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 273

Portfolio Management Portfolio Management Investing 273

Wealth Management

NOVEMBER 10, 2022

Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.

Management 105

Management Portfolio Management Investing Investments 105

Abnormal Returns

JUNE 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). conversationswithtyler.com) Howard Lindzon talks with Doug Hecht, the CEO and Co-founder of Walla, a modern studio management platform. Audio YouTube will soon allow automatic dubbing.

Portfolio Management 246

Portfolio Management Portfolio Management Retirement 246

Abnormal Returns

JULY 12, 2024

open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. podcasts.apple.com) Ted Seides talks with John Connaughton the Co-Managing Partner & Global Head of Bain Capital Private Equity.

Portfolio Management 263

Portfolio Management Economics Management Portfolio 263

The Irrelevant Investor

AUGUST 22, 2018

On this week's Animal Spirits, we discuss: Old-money billionaires are chasing new tech riches The stories war The shrinking public stock market "Not a public company" The Netflix of fitness Tech billionaire busted for drug trafficking Listen here Tweets mentioned [link] [link] [link] [link] Recommendations Rocket Men Walt Disney: An American Original (..)

Portfolio Management 52

Portfolio Management Portfolio Management Marketing 52

Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management 126

Portfolio Management Portfolio Management Marketing 126

Advisor Perspectives

JUNE 18, 2023

Our director of Customized Portfolio Solutions and overlay portfolio management, Brian Causey, shares his key takeaways from 20 years of working on overlay solutions.

Management 52

Management Portfolio Management Portfolio 52

Abnormal Returns

SEPTEMBER 3, 2023

theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?

Portfolio Management 275

Portfolio Management Retirement Portfolio Management 275

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Startup 293

Startup Portfolio Management Assets Valuation 293

Abnormal Returns

NOVEMBER 15, 2024

capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. (advisoranalyst.com) Ted Seides talks with Scott Bessent who is the CEO and CIO of Key Square Group. fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T. Rowe Price.

Portfolio 146

Portfolio Portfolio Management Management Investing 146

The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 104

Retirement Planning Portfolio Management Taxes 104

Abnormal Returns

DECEMBER 6, 2022

papers.ssrn.com) How bad weather affects portfolio manager activity. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com) What explains the funding gap for Black-led startups.

Startup 246

Startup Portfolio Management Retirement Accounting 246

Abnormal Returns

MAY 10, 2024

mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI.

Portfolio Management 275

Portfolio Management Portfolio Management Investing 275

Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value fund, in which co-managers Ryan Cope and Jeff John are also investors, a top-performing fund.

Management 59

Management Investing Investments Portfolio Management 59

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 167

Financial Advising Wealth Management Portfolio Management Investment Advisor 167