The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.

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Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

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The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. It started on January 1 of 2008. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

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Indigo Marketing Agency

JANUARY 17, 2022

Jeff Rose Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. A self-proclaimed “technogeek from the old school,” Jim also runs a successful blog called Getting Your Financial Ducks in a Row. You can follow him on Twitter. Guess what?

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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. And when we look back to the early days of that outperformance, there were a tiny fraction of the number of funds then. ILMANEN: Yes.

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Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. In 2008, Kelly began working directly with clients as a financial planner. Scott has been serving families for 29 years in the financial services space. in English Language and Literature.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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. Barry Ritholtz : 00:15:08 So like you guys have a sexual harassment scandal, there will be some number of people at the company who are victims of that and they’ll have different stories.

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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. And then I moved back to London at the end of 2008, which was a really interesting pivot. SALISBURY: Absolutely.

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The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.

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The Big Picture

MARCH 27, 2023

MIELLE: After 2008? RITHOLTZ: 2008, ’09. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. RITHOLTZ: There’s safety in numbers. The numbers are correct. Tell us about that period. RITHOLTZ: Yeah.

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The Big Picture

APRIL 4, 2023

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. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

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The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. Crazy number. Some, some, yeah.

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The Big Picture

DECEMBER 20, 2022

Go back right after 2008, every bank made markets. You put a different number on the piece of paper, and that was the moment that I decided I wanted to start the firm. So you have large numbers of people that have been very unhappy. And you know, he had this checklist mentality, which looks a lot like risk management, right?

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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. He missed this one, too.

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The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. My family and I moved to McLean, Virginia in, in 2008. What, so what was that experience like?

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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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The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. BROWDER: I just gone the risk management committee.

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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 know, my, my number one priority was to operating the firm on a day-to-day basis.

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The Big Picture

NOVEMBER 28, 2023

And, and if we’re gonna be objective and put some numbers on it, as much as we all would prefer lower rates, we’ve had 18, 19 months of rising rates. That was September of 2008. trillion a crazy number. There are a number of venture hubs all over the country. Barry Ritholtz: 00:14:20 [Speaker Changed] Right.

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