Remove 2003 Remove Numbers Remove Risk Management
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. What we want to protect against is unintended risk.

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Learning The Wrong Lessons

The Irrelevant Investor

From 1990 to April 2003, the Nikkei fell more than 80%. Stock market bubbles and their ensuing bear markets can potentially be mitigated with diversification and a rules-based risk management system. You could have chosen momentum or any number of simple moving averages, which I've included as an example below.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.

Clients 162
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

Assets 299
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Transcript: Ilana Weinstein

The Big Picture

RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. What led you to decide I know I’m going to go out on my own? .” RITHOLTZ: Wow.

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What is Passive Income?

Good Financial Cents

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential.