Brown Advisory

APRIL 1, 2015

stocks more than doubled, but other asset classes (with the notable exception of commodities) have provided excellent returns as well. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. Not only have U.S. Possible Signs.

Investments 52

Investments Investing Valuation Assets 52

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. The multi-asset platform manages things like offerings that give you inflation, hedging against inflation.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. RITHOLTZ: Sure.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Atika Valbrun is my project manager. Justin Milner is my audio engineer. Paris Wald is my producer.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 21, 2025

01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen. My audio engineer is John Wasserman.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.

Management 222

Management Investing Investments Assets 222

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You know, what do, what do we think every asset class is gonna do over the next 3, 5, 10, 20 years? Unfortunately.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager.

Economy 162

Economy Investments Investing Portfolio 162

The Big Picture

NOVEMBER 25, 2024

And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. But man, firing 80% of the engineers and leaving a a, you know, a, a smoking hulk behind. Corey Hoffstein : I did. It’s a bit of a mouthful.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 3, 2024

Undergraduate applied mathematics, master’s degree in financial engineering, a little bit of, of teaching. So how Barry Ritholtz : Do you go from a PhD program to financial engineering masters? They ended up going back to a school in LA called Claremont, and they had a financial engineering program there. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147