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Bay Area Advisor Departs Commonwealth to Start Own RIA

Wealth Management

with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management. Adam joined in 2003 and took over the practice about a decade later when his father retired. Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Got to scramble,’” he said.

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Strategy of the Week: Ben Graham Value Investor Model

Validea

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. They, they trained them together.

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Transcript: Apollo’s Torsten Slok

The Big Picture

And it was a 2003 and we lived in Paris. White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets. How do you think about valuations for both equities and fixed income here in the beginning of 2025? And this was in 2005. It was not our plan. We all enjoyed it.

Economy 253
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Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

James Hendries

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. large cap S&P 500 Index.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

Clients 157
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Another Year Down – Learning from Quant Models

Validea

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.