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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

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MiB: Armen Panossian, Oaktree Capital Management

The Big Picture

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.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says

MarketWatch

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It All three major U.S.

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Transcript: Kenneth Tropin

The Big Picture

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. A a paper that caught my attention was following 2008 and this paper took a look at all hedge funds that reported to be market neutral. But when you really needed it in a downturn of 2008, the beta was 0.4.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

An unloved asset class for all of 2022 and most of 2023, the broad aggregate bond index was negative for the year as recently as the beginning of November, only to rally 8.5% The chart below is our version of the industry staple Quilt Chart of asset class returns. Even more surprising was the huge turnaround in the bond market.