The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:07:24 [Speaker Changed] So in early 2008, millennium was looking for an analyst at one of their funds out in San Francisco, and I jumped at the opportunity. And then the fall of 2008 came and I learned the power of that type of investing.

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The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

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The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. They have a risk management technology. RAMPULLA: Yeah.

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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. billion.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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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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. And if you’re thinking about your portfolio systemically, like that creates different incentives for you and for your portfolio company’s managers.

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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

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: Exactly. RITHOLTZ: Oh, my goodness. BERRUGA: 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. He missed this one, too.

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The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. It started on January 1 of 2008.

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Midstream Marketing

SEPTEMBER 15, 2019

The Reformed Broker first began life in 2008 and since those modest days, it has become one of the most widely read financial advisor blogs operating anywhere on the Internet today. With that in mind, Nerd’s Eye View was born – and it’s an invaluable wealth of information (no pun intended) on all things financial planning.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: After 2008? RITHOLTZ: 2008, ’09. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio.

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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. So, so let’s talk about some of those legacy portfolio issues. We see this because we are a pub, we own a, we manage a publicly traded b d C and so do a lot of our peers.

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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. Who’s added to risk? Who’s got risk?

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The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. Yes, there’s a lot of liquidity in private equity.

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The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

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The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. So we were down the street and we were in a pretty interesting situation because we were the, we were one of the biggest, if not the only investment bank specializing in the core risk that the nation was facing. The good news is no one event has a big impact on the portfolio.

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Banking Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. RITHOLTZ: Wow. I got you $25 million to invest in Russia. This is unbelievable.

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