The Big Picture

JANUARY 9, 2024

And so I had the spreadsheet of every convertible bond deal that we or anyone else in the market did. And it restarted in, I wanna say March of 2009, but like onlya little bit. It was derivatives math, it was like working with the traders on like risk management. And it stopped in like September of 2008.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. What percentage of the assets are in ETFs relative to mutual funds?

Clients 152

Clients Investing Investments Management 152

BlueMind

DECEMBER 23, 2022

One of the most outstanding movies of the financial industry to this time, which was inspired by true events, Margin Call will take you on a roller coaster ride that spans over 24 hours. Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Cohen of S.A.C Capital Advisors.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

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. In the great financial crisis. That had mismatched assets. You’re going out.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns.

Investing 130

Investing Investments Valuation Portfolio 130

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.

Banking 252

Banking Media Economics Food 252