Remove 2017 Remove Assets Remove Clients
article thumbnail

MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306
article thumbnail

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Bordeaux joined the Focus partnership in 2017 and represented the aggregator’s first deal since private equity firms KKR and Stone Point Capital acquired stakes in Focus. manages about $300 million in client assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B billion AUM RIA in Menlo Park, Calif.,

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Peneva joined Swiss Re in 2017, becoming co-head of client solutions & analytics, before being named Group Chief Investment Office and member of the Group Executive Comittee in 2023. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.

Investing 130
article thumbnail

MiB: Jon McAuliffe, the Voleon Group

The Big Picture

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. Be sure to check out our Masters in Business next week with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management.

article thumbnail

Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape

Nerd's Eye View

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

article thumbnail

At the Money: Matt Hougan on Crypto Technology

The Big Picture

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management.

Assets 130
article thumbnail

10 Weekend Reads

The Big Picture

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2 trillion in client assets. Here on Earth, there was a 1.7