Sara Grillo

AUGUST 14, 2023

Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Knut Rostad Knut A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JANUARY 26, 2017

In the wake of the financial crisis, the investment management community, the SEC, and investors alike have pushed for greater access to management and the underlying financials of revenue bond issuers.

Clients 52

Clients Portfolio Management Taxes 52

Brown Advisory

JANUARY 26, 2017

In the wake of the financial crisis, the investment management community, the SEC, and investors alike have pushed for greater access to management and the underlying financials of revenue bond issuers.

Clients 52

Clients Portfolio Management Taxes 52

The Big Picture

DECEMBER 19, 2023

And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. So your next stop is Citadel in 2011, and you spend six years there, Citadel also, like Millennium has a fantastic reputation. What do you do in terms of risk management? 00:08:21 [Speaker Changed] Wow.

Healthcare 152

Healthcare Portfolio Investing Investments 152

The Better Letter

JANUARY 26, 2024

2010 : “Investors dangerously underestimate the risk of an abrupt and possibly severe equity market plunge.” 2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. percent while the S&P 500 made 14.82

Valuation 102

Valuation Assets Management Investing 102

BlueMind

DECEMBER 23, 2022

Margin Call (2011). 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.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. I mean, I wouldn’t like go around saying that because like, you don’t wanna, you don’t wanna be like, well that’s why I brought her up in 2011. Because like that’s a little, that’s a little implausible.

Retail 130

Retail Banking Math Management 130

The Big Picture

AUGUST 15, 2023

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. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. You still had 2012 to 2017 to finish the bet. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 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 141

Math Risk Management Marketing Marketing 141

The Big Picture

APRIL 4, 2023

And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011. So we did the deal in 2011, and I kind of gave up my baby, if you will. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

Banking 141

Banking Management Investing Investments 141

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! 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. What is that role like?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? 01:41:47 [Speaker Changed] And, and, and you sort of said it, you know, in 2011, Watson won at Jeopardy.

Taxes 268

Taxes Banking Clients Management 268