Remove 2006 Remove Assets Remove Math
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. We just don’t know which, once you start doing things online, that kind of changes.

Investing 147
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Global Leaders Investment Letter: June 2022

Brown Advisory

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. Maths has a long half-life and a DCF correctly done accounts for inflation. Depreciation rises over time too.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Assets 173
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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 co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 299
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 147
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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals. It was truly a throwaway name.

Portfolio 147
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Transcript: Ed Hyman

The Big Picture

I’d been ranked i i back in the seventies, if you can do the math. It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. But if you go back to 2006 point half percent sounds high. So at that point, I had a pretty big career. Your side hustle.

Economy 147