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MiB: Michael Lewis on ‘Who is Government’

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. His New Book Published Books The post MiB: Michael Lewis on ‘Who is Government’ appeared first on The Big Picture.

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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee.

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MiB: Lisa Shalett, CIO Morgan Stanley

The Big Picture

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today. Her current reading is here ; A transcript of our conversation is available here Tuesday.

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MiB: Marta Norton, Morningstar Investment Management

The Big Picture

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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2023 Asset Allocation Perspectives and Outlook

Brown Advisory

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. Let’s say your planning tool doesn’t integrate with your CRM. No problem.