The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 147

Investments Investing Management Valuation 147

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. 00:03:03 I got rejected at all of them really.

Management 294

Management Investments Investing Economy 294

Good Financial Cents

JANUARY 11, 2023

Portfolio Manager. A Portfolio Manager has the potential to earn an impressive salary – the average around $131,710 per year – however, they must display a high level of expertise, exercise sound judgment, and possess strong analytical skills to be successful. Average Salary: $131,710 per year. Financial Analyst.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Clever Girl Finance

NOVEMBER 16, 2022

Well, while you can make a little money selling the inventory, the real way to make money in an MLM is by recruiting new distributors underneath you. It's easy to see situations where this worked for a small number of people and assume it will work for you. Sounds straightforward, right? Such as Apple or Microsoft.)

Education 105

Education Financial Planning Investments Investing 105

Diamond Consultants

SEPTEMBER 20, 2022

Are there any special considerations that may impact your decision (such as a large outstanding deferred comp balance, obligations from an existing recruiting note, etc.)? Are there mandates for the number of days spent in the office for advisors or support staff? Do you want a firm that offers equity? Office Space and Requirements.

Recruitment 52

Recruitment Clients Banking Retail 52

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

Investments 246

Investments Investing Startup Accounting 246

Clever Girl Finance

NOVEMBER 19, 2023

Today, the number of remote jobs has skyrocketed and the shift to working remotely is likely here to stay. Make sure to highlight your skills and years of experience and show your portfolio. At Pearson, remote work is available to 51% of the company and that number is likely higher now due to COVID.

Recruitment 52

Recruitment Engineering Media Education 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

Startup 147

Startup Advertising Engineering Numbers 147

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investments 52

Investments Investing Clients Numbers 52

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. These factors have combined to drive a number of spinoffs in the industrial sector of late, and in many cases these worked out very well for shareholders. For example, Danaher spun out Fortive in 2016.

Assets 52

Assets Clients Valuation Education 52

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. That’s a really easy portfolio to create. Less, 20, 30%?

Management 130

Management Investments Investing Government 130

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investments Investing Media 105

Good Financial Cents

JULY 11, 2022

If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. For example, you could use your earned income to purchase rental properties or invest in a dividend stock portfolio. 7: Start a home-based business.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

SEI

SEPTEMBER 17, 2022

So I don't know if we have a full quantification yet, because I think it'll be a dynamic, ongoing process, but I think as people monitor our expense numbers and start to look at that unit, you will start to see those expenses coming down. Maybe if you can just comment on your advisor recruiting efforts. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investments Investing 299

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 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investments 298

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. These are big numbers.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And your bio explains how you were recruited to Vanguard. I had a number of relationships that I built up and had another job lined up in New York City. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. RITHOLTZ: Right. GREW: Um, and they really need somebody who understands a criminal law.

Clients 162

Clients Management Engineering Investments 162

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 147

Banking Management Investments Investing 147

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. BLS recruits, just like all other organizations, recruits at college campuses. RITHOLTZ: Sure.

Portfolio 130

Portfolio Management Assets Investments 130

Trade Brains

NOVEMBER 26, 2023

It has a portfolio of popular internet domains for Online recruitment, Online Real Estate, Online Matrimony, and online educational services. The Company began operations on May 1st, 1995 with the launch of its classified recruitment business Naukri.com. Particulars Amount Particulars Amount CMP 1,437.4 Market Cap (Cr.)

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. So into the fray.

Management 277

Management Investments Investing Economics 277

The Big Picture

JULY 2, 2024

So you could cherry pick your own portfolio. Frequently contingency lawyers are the original litigation funders, but in order to put together a diversified portfolio, they only have so much time. That’s a pretty hefty number for what was then, I guess a 5-year-old fund putting together a good track record.

Government 147

Government Investments Investing Assets 147

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. 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.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. WAGNER: You know there are a number of things that occurred. . ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. How does this happen?

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 204

Banking Government Insurance Taxes 204

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. 00:49:16 [Speaker Changed] You know, I have a, a chapter and, and an upcoming book about, you are responsible for your portfolio. Nobody cares about your portfolio.

Media 147

Media Food Advertising Investments 147

The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Clients 147

Clients Portfolio Financial Advisor Investments 147

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs? It seems a little bit odd to me.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

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 Investments Investing Numbers 173

The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. We do have a limit on what percent of the portfolio could be in what’s classified as frontier. It’s about 30% of our portfolio today.

Investments 147

Investments Investing Economics Management 147

The Big Picture

DECEMBER 10, 2024

They had good year over year numbers. You know, they’re doubling and troubling and these are incredible numbers and growth and blah, blah, blah. It was at the time, the number one producer of DISC drives. And the number one player’s probably gonna do better than most? I like the three year trend. That was one.

Engineering 130

Engineering Consulting Manufacturing Investments 130