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

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. This drama series was inspired by Preet Bharara , an actual United States Attorney of the Southern District of New York in Manhattan from 2009 to 2017.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Big Picture

DECEMBER 6, 2022

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. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 152

Clients Investing Investments Management 152

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. 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.

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. And then in addition, we write lots of papers. I speak in many conferences. Bonds are the most expensive. They’ve been in 30 years.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 28, 2023

And that was a moment of like just genuine financial panic, which by the way, kept going for another six months until the market made their lows in March of 2009. But market crowds tend to be almost like a middle school environment where it’s, it’s very social. That was September of 2008.

Banking 252

Banking Media Economics Food 252