Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 59

Portfolio Management Risk Management Portfolio Management 59

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. It’s beta neutral, market neutral.

Healthcare 162

Healthcare Portfolio Management Investing 162

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 173

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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

Investing 52

Investing Investments Portfolio Management Risk Management 52

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Nuvama are more than just asset managers. Nuvama acts as the confines of the elite and navigates complex financial labyrinths.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. We believe it helps us make intelligent choices about investments and engage with company management teams on a wide variety of important topics that may impact their long-term prospects.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

JULY 14, 2020

A Letter of Introduction From The Portfolio Managers. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. We ramped up engagement activity with company management teams and refined our proxy voting process.

Portfolio Management 52

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The Big Picture

DECEMBER 6, 2022

They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. BERRUGA: You know, great question.

Clients 162

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Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

The Irrelevant Investor

FEBRUARY 28, 2019

A bounce of this magnitude makes a mockery of risk management. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. The S&P 500 just rocketed 18% higher in only 44 days. I refer to them as killer vees because they suck for everyone.

Portfolio Management 52

Portfolio Management Risk Management Portfolio Insurance 52

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Trade Brains

SEPTEMBER 14, 2024

Its three primary channels are Lending, Placements, and Fund Management. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. This exposes them to interest rate and liquidity risks.

Retail 52

Retail Risk Management Assets Management 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

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CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

Math 130

Math Management Insurance Assets 130

International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

International College of Financial Planning

JANUARY 31, 2024

Risk Management and Compliance: Vital for risk management and audit professionals, this area focuses on identifying and mitigating risks while ensuring regulatory compliance. This specialization makes it an ideal choice for students aiming to excel in these fields.

Certification 52

Certification Financial Planning Education Wealth Management 52

International College of Financial Planning

MAY 29, 2023

A face-to-face interview is required for higher positions like a manager or deputy manager, scale one. Individual Investor Individual investor courses can help you understand the basics of investing, such as stock market analysis, portfolio management, and risk management. Here are some options: 1.Certified

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

Trade Brains

NOVEMBER 4, 2023

Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading. In addition to this, it offers other services such as portfolio management, consultancy, etc. For example daily, weekly, hourly, etc.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

OCTOBER 17, 2023

Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. I want to get into that before we start talking about asset management. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. Risk management.

Investing 130

Investing Investments Clients Management 130

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. What Are Your Goals & Who Will Help You Get There?

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

AUGUST 5, 2020

But they also grapple with specific issues such as balancing the goals of their donors with their own programmatic priorities, and carefully managing their varied income streams from fundraising, fund administration and other services. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

But they also grapple with specific issues such as balancing the goals of their donors with their own programmatic priorities, and carefully managing their varied income streams from fundraising, fund administration and other services. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. So that’s not where we are today. But the roots are deep.

Clients 162

Clients Management Engineering Investing 162

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. There are essentially two kinds of management degrees offered by colleges and universities in India. Advantages of General MBA.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. But you had the Asian financial crisis, the Russian ruble devaluation, and then you had long-term capital management blowing up. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

Portfolio 130

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Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

Investments 52

Investments Investing Asset Allocation Risk Tolerance 52

Brown Advisory

MAY 25, 2017

In short, the market is not heavily discriminating between levels of risk, making it all the more difficult to discern between good and bad value. Avoiding these value traps is what separates average managers from great ones, and to do so requires a bit of “practical pessimism.” Using DAZ-EL as Part of the Investment Process.

Portfolio 52

Portfolio Investing Investments Clients 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. She then asks Salaske how he manages retirement for a constrained investor without using annuities. Harmonizing the two sides to solve the American retirement crisis.

Insurance 59

Insurance Retirement Financial Advisor License 59

Brown Advisory

OCTOBER 22, 2021

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. Environmental factors are focused on how a country is managing its natural capital so that it can be more resilient over the long term.

Government 52

Government Education Economics Investing 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry. We probably had 700 employees at that time, but only about $30 billion in assets under management. I’m Barry Ritholtz.

Financial Advisor 286

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The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. Another extra, extra special guest. Panossian ] 00:02:39 Yeah, thanks Barry.

Banking 130

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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. You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. And there have been other hedge fund managers who’ve written tell-all books from the ‘90s.

Assets 285

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