2003, Economics and Portfolio Management - Financial Advisor Source

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. 00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? So our analysts and our firm are as important as our portfolio managers.

Management

Management Assets Portfolio Insurance

Reflections for Five Years of Global Leaders

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We

Portfolio

Portfolio Clients Investing Investments

Reflections for Five Years of Global Leaders

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. We call this the win-win.”.

Portfolio

Portfolio Clients Investing Investments

Webinars

How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

8 Ways to Torture Your CFO

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. Clark, G.,

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. References.

Portfolio

Portfolio Investing Investments Management

Markets, Inflation, & the Fed

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

Marketing Marketing Economy Financial Planner

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. market, political or economic risks). Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio

Portfolio Valuation Clients Investing

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing

Investing Investments Portfolio Management

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing

Investing Investments Portfolio Management

Transcript: Jawad Mian

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. 10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. Legal immigration has been trending lower since the Gulf War in 2003.

Marketing

Marketing Marketing Economy Valuation

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

Assets

Assets Management Portfolio Taxes

Transcript: Joel Tillinghast, Fidelity

The Big Picture

DECEMBER 12, 2023

I’m going to be skeptical about analyst adjusted earnings and look to free cash flow is a confirming, but, but I also wanna see, is it one of those cases where the analyst adjustments are economically realistic or are they excuses? So, so you set to retire as portfolio manager this year, you mentioned your two successors.

Management

Management Investments Investing Retail

Transcript: Matt Eagan

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio

Portfolio Banking Management Portfolio Management

Forecasting Follies 2024

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. These experts made a living “analyzing” and pontificating on political and economic developments. economist for Bloomberg Economics. Not even 99.

Economy

Economy Economics Math Banking

Financial Advisor Source

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO