The Big Picture

DECEMBER 19, 2023

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? And it starts with good risk management and optimal portfolio construction. Citadel didn’t jump as quickly as I did.

Healthcare 162

Healthcare Portfolio Investing Management 162

Harness Wealth

APRIL 16, 2025

The inheritance of historical tax obligations in stock deals creates significant risk management challenges. This succession of liability necessitates complete indemnification provisions and escrow arrangements to protect from unexpected tax exposures discovered after closing.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Trade Brains

DECEMBER 20, 2022

The Indian cash management services market revenue grew at a CAGR of 10% during the period FY 2010 – FY2021, from Rs 10 billion to Rs 27.7 Meanwhile, the ATM cash management market size in India is estimated at a size of Rs 14.3 Thus, the Cash in Circulation is expected to reach 50 trillion rupees by FY 2027.

Management 52

Management Retail Banking Clients 52

The Big Picture

SEPTEMBER 19, 2023

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. We actually have a budget for risk management and technology and tools.

Assets 147

Assets Management Portfolio Investing 147

The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. I mean, when I was in Chicago, one of my best experiences in Chicago was when Spain won the World Cup in 2010. Why covered calls?

Clients 162

Clients Investing Investments Management 162

WiserAdvisor

FEBRUARY 29, 2024

Consider a hypothetical scenario where you initially allocated 60% of your portfolio to equities and 40% to fixed-income assets in January 2010. This imbalance will expose you to heightened risk, as you will be overly reliant on the performance of equities, which are inherently more volatile than fixed-income assets.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

The Big Picture

APRIL 18, 2023

We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. From 2004 until 2010, we were having babies, and one of the places we would always go is either Tate Britain or Tate Modern. RITHOLTZ: Really quite interesting. RITHOLTZ: Really intriguing.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. And so, if you were someone who was sitting in cash, let’s say from like 2000 to 2010, you were earning on a real basis about three percent per annum. Tell us what it was like when everything hits the fan in ’08-’09 derivatives blowup not that you were playing in the — in the worst ….

Clients 299

Clients Wealth Management Banking Investing 299

Sara Grillo

AUGUST 14, 2023

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. 2010, August 1). Sources Consumer Federation of America. 2017, January 18 th ). Financial Advisor or Investment Salesperson? Brokers and Insurers Want to Have it Both Ways. link] Schnase, Lorna A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. RITHOLTZ: Oh no, it’s much worse. SEIDES: It’s lower. It’s lower. 14, 15% a year?

Management 130

Management Investing Investments Government 130

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? RITHOLTZ: Or the flash crash in 2010 and 2011.

Math 147

Math Risk Management Marketing Marketing 147

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Nithin bootstrapped and founded Zerodha in 2010 to overcome the hurdles he faced during his decade long stint as a trader. Anyways, Zerodha, the discount broker, originated only in 2010.

Investments 98

Investments Investing Accounting Education 98

The Big Picture

APRIL 4, 2023

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. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

Banking 147

Banking Management Investing Investments 147

Nationwide Financial

MAY 19, 2023

In 2010, a study from the Conway Center for Family Business found that the lifespan of a family business was just 24 years. An effective business succession plan is a critical risk management tool. 1 Reinforce the benefits a succession plan will provide.

Planning 52

Planning Clients Insurance Retirement 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 105

Assets Valuation Marketing Marketing 105

Aleph

MARCH 25, 2023

Seems that safety improvements reversed around 2010. Mar 23, 2023 The collapse of two lenders has prompted a rethink of banking rules, but risk experts say the failures could be something else: risk overseers who can’t stand up to the bosses [link] Boards exist to excuse management.

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

NOVEMBER 28, 2023

Peter Atwater: 00:11:39 [Speaker Changed] So in 2010, he did an interview for an organization called Minyanville. There’s, there’s a real strong energy to the narratives that is mirrored in, in decision making and action that reflects this unbridled, you know, disregard for any kind of risk management. Todd Harrison.

Banking 258

Banking Media Economics Food 258