Remove 2002 Remove Planning Remove Portfolio Management
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Transcript: Jonathan Clements

The Big Picture

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? I did it in 2000, 2002. I did it in 2008 in oh nine.

Investing 144
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Raising Women's Voices Webinar Series

Brown Advisory

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

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Raising Women's Voices Webinar Series

Brown Advisory

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.

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Transcript: Tom Rampulla

The Big Picture

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. Tell us a little about your plans coming out of college. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio.

Clients 280
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Transcript: Dominique Mielle

The Big Picture

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Was that where you plan to go? But think of the pension plans, think about the school endowments, they really need some safety. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 280
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Keep your clients far away from ESG investing – it’s a rip-off!

Sara Grillo

So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds. My question was more on the pensions.

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Transcript: Joel Tillinghast, Fidelity

The Big Picture

And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. They announced a $640 million loss and ouch. That was real money. Real money.