The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So we have a pretty well tried and tested campus recruitment approach.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so when the recruiter called me, I said, you know, it sounds really interesting.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. RITHOLTZ: Meaning it would be a recruitment challenge. My mom was a math teacher so — RITHOLTZ: Okay. I then got just very lucky.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

FEBRUARY 17, 2025

Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I did a lot of options math, which I thought was interesting. 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount.

Investing 147

Investing Investments Economics Management 147