Sara Grillo

AUGUST 14, 2023

In 2008, Kelly began working directly with clients as a financial planner. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

JANUARY 17, 2022

He founded Carson Group in 1983, which now has over $15 billion assets under advisement. Jeff Rose Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Ron Carson Ron Carson…need I say more? You can follow him on Twitter here. You can follow him on Twitter.

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Financial Advisor CFP Financial Services Education 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They have a risk management technology. RAMPULLA: Yeah.

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The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. .” who became a professor at the University of Michigan before setting up his own asset management firm. Hussman is a smart guy.

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Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. A stalwart ETF in the space has been the iMGP DBi Managed Futures Strategy ETF (DBMF). It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion.

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Management Risk Management Asset Allocation Assets 83

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

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Discipline Funds

APRIL 19, 2024

Now, I am not remotely close to being a military strategist, but as a risk manager I think it would be naive to assume these events are non-events just because they’re not on American shores. In the Defined Duration strategy insurance includes things like gold, managed futures and options hedging.

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Insurance Portfolio Economy Food 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

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BlueMind

DECEMBER 23, 2022

One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. Rather than investing in a single product, your portfolio should be diversified.

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The Big Picture

JANUARY 9, 2024

And it stopped in like September of 2008. It was derivatives math, it was like working with the traders on like risk management. Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly.

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Midstream Marketing

SEPTEMBER 15, 2019

Avondale Asset Management Blog. As the name suggests, this blog is owned and operated by Avondale Asset Management – an investment firm based in beautiful Los Angeles, California. The Reformed Broker. Alpha Architect Blog. Pragmatic Capitalism.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. MIELLE: After 2008?

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Assets Investing Investments Management 274

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. That could soon change [link] Will solve some short-term problems, and create bigger long-term problems. End interstate banking.

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Banking Risk Management Government Accounting 59

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.

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Banking Investing Investments Clients 130

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. So different time horizons, different assets. TROPIN: Yeah.

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The Big Picture

MARCH 12, 2024

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.

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Banking Investing Investments Marketing 141

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. It’s fantastic.

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The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. Go back right after 2008, every bank made markets. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And having these bonds that nobody really understood, come out of it. Every bank had balance sheet.

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Banking Assets Government Investing 152

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. ILMANEN: Yes.

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Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’ve got a big asset management business that you care about.

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Taxes Banking Clients Management 268

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

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Government Banking Numbers Investing 312

The Big Picture

NOVEMBER 28, 2023

And what I was ended up doing though, was the beginning of what we call asset-backed securities today, pulling together credit card loans for Sears, for MBNA and first USA car loans. And, and commercial paper and asset-backed securities were the first securities that the Fed gave banks permission to underwrite. Two record negatives.

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Banking Media Economics Food 252