The Big Picture

MARCH 5, 2024

What, what was the career plan? Wichita, Kansas was the home office and there were sort of a dozen of us very simply situated, you know, all young and hungry, but they had great management at Koch. So I remember writing the merger, our business plan there. How do you get from medical school to that?

Banking 141

Banking Portfolio Assets Investing 141

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. It was derivatives math, it was like working with the traders on like risk management. And so my plan was actually to quit and not do anything and figure out what my next step was.

Retail 130

Retail Banking Math Management 130

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130