Remove Accounting Remove Math Remove Portfolio Management
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Transcript: Jonathan Clements

The Big Picture

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? You just needed a brokerage account.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

So now we’re everywhere and we’re serving every type of wealth client internationally, domestic self-directed through a brokerage account all the way through complete discretionary. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. I think we could ballpark it closer to $2 trillion. And I think the focus on cost has been relentless.

Clients 130
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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I did a lot of options math, which I thought was interesting. 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount. To draw upon.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Sander Gerber : Well, actually I was good at math. So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130
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Transcript: Tom Hancock, GMO

The Big Picture

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130