The Big Picture

APRIL 29, 2025

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. He was never going to retire.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investments Investing Management 162

Random Roger's Retirement Planning

JULY 29, 2023

The State of Arizona official I mentioned above, was one of my instructors when I took my first firefighting class back in 2003, I worked with him one way or another more times than I can remember. When I talk about taking a long lead time to a Plan B or post retirement gig, I am not kidding.

Retirement 40

Retirement Planning Risk Management Clients 40

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Sure.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. I’ll have to be when I retire and publish under Anonymous.

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

AUGUST 12, 2023

If you’re looking for more passive income ideas, click below: 31 Passive Income Ideas Purpose and Importance The purpose of passive income is broad, spanning from financial cushioning to the possibility of early retirement. Passive income is often vital in this quest, allowing people to live comfortably without a regular paycheck.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58