The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

Clients 162

Clients Investments Investing Management 162

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. The academic side of how to build a portfolio, we can argue about the details, right? You want to put together a portfolio? It’s largely solved.

Management 278

Management Assets Portfolio Marketing 278

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. So it is attractive to go somewhere where you will now be given the ability to manage a portfolio and make decisions, or at least be on a path to learn how to do that.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. of that fund had to call himself a portfolio administrator. BALCHUNAS: … and stuff that would go on the outside of your portfolio.

Assets 173

Assets Management Marketing Marketing 173

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

NOVEMBER 19, 2024

01:00:49 And, you know, ethically, it’s hard for us to generate that dramatic right. So you can actually, there’s, there’s a lot of sources of data besides just say the lab experiments I talked about in my book from 2003, sneaking the plugin. And the, these are not, we’re not super stress testing. 01:17:48 Hmm.

Economics 162

Economics Math Numbers Marketing 162