The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management. At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds.

Management 152

Management Investing Investments Portfolio 152

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. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I want to be client-facing.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. Another extra, extra special guest. That’s very much a top down view from what Howard Marks was setting up.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

NOVEMBER 28, 2023

And this is everything from securitized credit cards to investing and and beyond. And what I was ended up doing though, was the beginning of what we call asset-backed securities today, pulling together credit card loans for Sears, for MBNA and first USA car loans. I found this to be an absolutely fascinating conversation.

Banking 252

Banking Media Economics Food 252