Remove 2010 Remove Clients Remove Risk Management
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Transcript: Kristen Bitterly Michell

The Big Picture

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I want to be client-facing.

Clients 296
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Is Managed Futures The Next Iomega?

Random Roger's Retirement Planning

We've written a lot about managed futures during this bear market as well as during the financial crisis. I am absolutely a believer in the strategy even though it generally did poorly for most of the 2010's. That means an advisor can't answer client questions very easily.

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Transcript: Kenneth Tropin

The Big Picture

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 159
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management.

Assets 146
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Radiant Cash Management IPO Review – Strengths, Weaknesses & More!

Trade Brains

Cash pick-up and delivery : Collection and delivery of cash on behalf of the clients from the end user. Network currency management: Cash collection from the end users and deposit into their current accounts and subsequent transfer to the client’s accounts. The sector is expected to grow further at a pace of 19.1%.

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Transcript: Michael Rockefeller

The Big Picture

So in 2010, when they were looking for someone to start their healthcare team in San Francisco, I, I jumped at the opportunity, right? What do you do in terms of risk management? What has it been like pivoting to running a business, hiring people, dealing with regulations, managing people, dealing with clients and LPs?