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. SEIDES: Yeah.

Management 130

Management Investing Investments Government 130

SEI

SEPTEMBER 17, 2022

Maybe if you can just comment on your advisor recruiting efforts. So every quarter you kind of mentioned that you recruited a certain number of advisors. So our alternative book, as a component of the overall client portfolios, is growing, and that has helped us offset some of the pricing concessions. That's not our approach.

Clients 49

Clients Assets Banking Planning 49

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

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. RITHOLTZ: Really intriguing.

Assets 299

Assets Clients Investing Investments 299

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 Investing 130

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

JULY 26, 2022

I mean, I don’t — RITHOLTZ: So this is really devious recruitment. WEAVER: — you know, my teaching and recruiting. And since we look at both private and public markets, what do you think of in terms of valuation? We have actually 52 people at Alpine and in our portfolio companies that are looking for deals.

Consulting 298

Consulting Numbers Management Investing 298

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

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 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. 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. That, that gives Barstool a half a billion dollar valuation.

Media 147

Media Food Advertising Investing 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

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? But we think that that valuations are there. There Lisa Shalett : Were certainly remnants. So, you know, just to, to reframe, you know, folks who are Wall Street historians will understand this chapter. As baby analysts.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

FEBRUARY 17, 2025

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. It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.

Investments 147

Investments Investing Economics Management 147

The Big Picture

DECEMBER 10, 2024

These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. But eBay bought Skype and it kind of noodled along in the Skype portfolio in the early two thousands for a year, two years.

Engineering 130

Engineering Consulting Manufacturing Investing 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 290

Media Investing Investments Valuation 290

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59