2002 Financial Services Risk Management 
The Big Picture
APRIL 18, 2023
And so, that didn’t happen until 2002. I mean, you know, this is probably 2002. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables.
The Big Picture
AUGUST 15, 2023
To give you a fun story, we launched Protégé Partners in 2002. RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. If you’re there a decade before, talk about first mover. Oh my goodness. RITHOLTZ: Right.
The Big Picture
OCTOBER 19, 2022
He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They have a risk management technology.
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