The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Absolutely.

Assets 144

Assets Management Portfolio Investments 144

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. What does that do in terms of resetting the cycle?

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. So let’s talk a little bit about the current environment in the past couple of years starting with the 2020 pandemic. I love statistics.

Clients 293

Clients Wealth Management Banking Investments 293