Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. trillion rupees in assets under management (As Of Mar 31, 2023). The company provides various investing services to clients like portfolio management, real estate, and alternative investment funds.

Certification 52

Certification Assets Sales Management 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. So you retire in 2018. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 280

Assets Investments Investing Management 280

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. RITHOLTZ: When did the investment management side of the business began? NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. So the whole sector that I was covering went bankrupt. SALISBURY: Sure. SALISBURY: Yes. SALISBURY: Yes.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

OCTOBER 5, 2024

Plus, if your home prices appreciate dramatically, hey that’s great for your retirement. And I think also because people are living longer and, you know, staying in jobs longer, taking longer to retire, there isn’t maybe as up as much upward mobility as there used to be. And they feel like that’s happening.

Economy 157

Economy Education Insurance Economics 157