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?

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Recruitment Engineering Banking Investing 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. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing. ADMATI: Yes.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

SEPTEMBER 10, 2024

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. And so the last six and a half years, that portfolio has outperformed the s and p by almost 800 basis points annually. So that’s the math. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JUNE 18, 2024

You know, I think I went through two weeks of interviews and the recruiters had to be caught up and placated because none of their candidates got the job. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. Nobody cares about your portfolio. Like 00:23:35 [Speaker Changed] Probably two.

Media 147

Media Food Advertising Investing 147

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:09:56 [Speaker Changed] You’re right, that the, the heritage of Orion is portfolio counting, trading, and reporting. Tell us about the various roles and responsibilities Orion has within the RIA industry.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

APRIL 8, 2025

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? There Lisa Shalett : Were certainly remnants. Sally and I grew up at Sanford Bernstein together Oh. As baby analysts. Remember that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. We do have a limit on what percent of the portfolio could be in what’s classified as frontier. 00:27:00 [Speaker Changed] So we think the opportunity in China today is meaningful largest country weight in our portfolio. 00:21:50 [Speaker Changed] Exactly.

Investing 147

Investing Investments Economics Management 147

The Big Picture

MAY 16, 2023

So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. Like when he had his finger on the pulse, when he was running “Money” he was the man for a long time. And now it’s a different world.

Media 290

Media Investing Investments Valuation 290

The Big Picture

NOVEMBER 12, 2024

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. It’s that there’s a sort of portfolio rebalancing, and I, I, I would put it to you this way, we’ve talked a lot about Walmart. It wasn’t that it was so expensive.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261