The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Risk appetite was changing.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. RITHOLTZ: There’s always risk involved with counterparties …. It’s different vernacular.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists. You, you study real estate, finance and entrepreneurial management at Wharton. So, so let’s dive into your background. It was amazing.

Assets 258

Assets Investing Investments Management 258

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. We can spend a lot of time talking about ’07, ’08.

Economy 141

Economy Numbers Portfolio Marketing 141

Sara Grillo

MAY 23, 2022

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. They may provide general guidance on how to manage your investments, such as helping you assess your risk, but they do not implement investment recommendations on the client’s behalf.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. Another extra, extra special guest. Panossian ] 00:02:39 Yeah, thanks Barry.

Banking 130

Banking Investing Investments Clients 130

SEI

SEPTEMBER 17, 2022

Fri, 09/16/2022 - 13:30. We would like to welcome everybody to the 2022 Morningstar Behind the Moat Conference. So when you look at the company as a whole, a substantial portion of our revenue is related to wealth management processing or occurring on SWP. Maybe we can touch base on your asset management distribution business.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. He is the chairman and founder of Graham Capital Management, which runs $18 billion and has amassed quite a track record. He used to work with John Henry, currently the owner of the Boston Red Sox, and another successful hedge fund manager.

Management 293

Management Assets Risk Management Valuation 293

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Banking 141

Banking Management Investing Investments 141

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? RITHOLTZ: All right. BERNSTEIN: Yeah.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

FEBRUARY 20, 2024

00:04:08 [Speaker Changed] No kidding. So 00:04:08 [Speaker Changed] That means like, you’re not exactly relaxed when you’re going to, to brief the governors. And Lloyd Blankfine called me up the night before and sort of said, you know, we have a lot of risk on, on this notion that they’re gonna do 50.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

DECEMBER 26, 2023

00:00:08 [ Barry Ritholtz ] This week on the podcast, I have a special guest. I, but I managed to jumped my score, right. 00:07:12 [Speaker Changed] Yeah. So, 00:08:16 [Speaker Changed] Right. 00:08:58 [Speaker Changed] So, so how do these compliment each other? And I was, I was not a good standardized desk taker.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

MAY 2, 2023

I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. BENJAMIN CLYMER, EXECUTIVE CHAIRMAN, HODINKEE: Yes. RITHOLTZ: First, what were you doing at UBS? So I was a kid.

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. Barry Ritholtz ] 00:08:04 What do you remember what they cost back then? Gary Cohn ] 00:08:06 About 150,000 bucks. Oh, really?

Taxes 268

Taxes Banking Clients Management 268

The Better Letter

JANUARY 12, 2023

So, AT&T asked McKinsey, the world’s top management consultancy, to estimate the future market size for this product. The most storied management consultants in the world were wrong by a factor of 100 (and then some). ” By June 2022, inflation topped 9 percent and remains at 6.5 The forecast: the U.S.

Economy 116

Economy Economics CFP Management 116