The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Was that the plan or was he just going to announce it?

Management 130

Management Investments Investing Government 130

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. Wall Street has been pretty bad at recruiting black talent. RITHOLTZ: So is it safe to say that Wall Street, in general, but alternatives like private equity and venture capital, were not recruiting at historically black colleges and universities?

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. What were your early career plans? And that is a very different dynamic than what I think most recruiting firms do or even really able to do.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. RITHOLTZ: So let’s talk about that. I thought that was a really interesting story.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. Was there any sort of career plan there? I didn’t really have a career plan. I could buy the plan.

Media 147

Media Food Advertising Investments 147

The Big Picture

SEPTEMBER 10, 2024

Was investing always the career plan? You know, when you, and then we recruit, you know, we talk to people, young people always say, you probably haven’t even ever had a B on your report card. So that’s the math. Let’s, let’s talk a little bit about your background. MBA from Kellogg at Northwestern.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. When would you do it?

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

SEPTEMBER 26, 2022

The math never seems to work out. That’s the start of the process of working with a company, whether it be introducing them to new partnerships or helping them recruit people, their management team or their boards, or helping them navigate sometimes complicated policy issues. No, at the beginning, we make an investment.

Startup 173

Startup Investments Investing Numbers 173

The Big Picture

APRIL 8, 2025

Tell us what, what the career plans were. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. As baby analysts.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting.

Investing 147

Investing Investments Economics Management 147

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Media 290

Media Investments Investing Valuation 290

The Big Picture

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. It was actually my first expenses that I ever recruited as a New York Times writer. In the recruitment of drivers. I do the math. They want to hear, well, what’s your backup plan? It wasn’t that it was so expensive.

Manufacturing 261

Manufacturing Consulting Engineering Economics 261