The Big Picture

JANUARY 9, 2024

But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And I love that. I thought that was really fun. So I was very interested in that stuff.

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The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

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Assets Investing Investments Portfolio 154

The Big Picture

AUGUST 29, 2022

And I think that’s maybe part of my legacy if there is one here is to — I was — in 2005’-‘07, I was like, oh, my god, I was like kicking the tires on ETFs, and I’m like, “These things are going to take over.” of that fund had to call himself a portfolio administrator. Did we put a lot of resources into them? Not really.

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Assets Management Marketing Marketing 164

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Ruane passed away in 2005. Berkshire Hathaway.

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Insurance Investing Investments Banking 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

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