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 141

Assets Management Portfolio Investing 141

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. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients. I love statistics.

Clients 286

Clients Wealth Management Investing Investments 286

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. That is what the Fed is operating off of.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 141

Banking Investing Investments Marketing 141