2006, Assets and Portfolio Management - Financial Advisor Source

MiB: Armen Panossian, Oaktree Capital Management

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Management

Management Medical Portfolio Management Economics

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

Portfolio Management

Portfolio Management Portfolio Management Investing

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds.

Portfolio Management

Portfolio Management Portfolio Management Investing

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Transcript: Marta Norton

The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager?

Portfolio

Portfolio Management Assets Investing

Top Mutual Funds For SIP In 2023

Trade Brains

FEBRUARY 14, 2023

Professionals (called fund managers) invest these funds and pass on the returns to investors. The asset management company charges a fee in the form of an expense ratio to compensate them. Fund manager Daylynn Gerard Paul Pinto is a B.com (H) and PGDM. Let’s take a look at the top mutual funds for SIP in 2023.

Healthcare

Healthcare Retirement Investing Investments

Bogle’s Big Mistake

The Irrelevant Investor

JANUARY 19, 2019

Jack Bogle The Vanguard 500 Index fund is the world’s largest mutual fund, with $292 billion in assets. Since the end of 2006, active investors have pulled $1.2 Vanguard is now ubiquitous, managing more than $4 trillion in client assets. The fund had 38% of its assets in cash heading into the crash of 1929.

Assets

Assets Management Investing Investments

Rude Awakening

Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Transportation

Transportation Government Economy Asset Allocation

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

Portfolio

Portfolio Investing Investments Management

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

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. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

Assets

Assets Clients Investing Investments

Investment Perspectives | Liquidity & Volatility

Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. To help illustrate these trade-offs and manage risk, we adhere to what we call our “three-bucket” approach to portfolio construction.

Investing

Investing Investments Portfolio Assets

The Advisory | June 2015

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. stocks after trimming exposure to U.S.

Valuation

Valuation Economy Banking Economics

Transcript: Maria Vassalou

The Big Picture

MARCH 7, 2023

The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets

Assets Management Portfolio Marketing

High FII Holding Stocks Under Rs 200 To Add To Your Watchlist

Trade Brains

DECEMBER 11, 2023

The Company made a gas sale agreement with stakeholders GAIL, IOCL & BPCL to supply gas in 2006. Asset Under Management (AUM) (Cr.) Apart from PTC’s core business of providing Power Trading services, the Company also owns trading assets of its own via its subsidiary PTC Energy Ltd. Market Cap (Cr.) GNPA (%) 1.3%

Banking

Banking Government Investing Investments

Transcript: Jawad Mian

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. I think the China EV, I think BYD would be a key asset to own this decade. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are.

Marketing

Marketing Marketing Economy Valuation

Off the Beaten Trail

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. It would be the Fed’s first increase since 2006. By Mark Kodenski, Private Client Portfolio Manager. 15-16 monetary policy meeting.

Economy

Economy Taxes Clients Assets

Transcript: Armen Panossian

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking

Banking Investing Investments Clients

Transcript: Ed Hyman

The Big Picture

APRIL 8, 2024

It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. He helps portfolio managers make sense of the world. But if you go back to 2006 point half percent sounds high. How, how did they coexist under the same roof?

Economy

Economy Clients Economics Banking

Financial Advisor Source

MiB: Armen Panossian, Oaktree Capital Management