The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And again, I ended up in the financial services audit practice at KPMG. So you’re Chief Investment officer of Asset and Wealth Management. I finished the three years.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

JULY 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between.

26

26

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.”

Management 222

Management Assets Investing Investments 222

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 27, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JANUARY 31, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. and so many different asset classes, and so many different types of constituents that they serve, right? But when you’re at a large one, they have so many different departments.

Economics 147

Economics Economy Marketing Marketing 147