Remove Asset Allocation Remove Portfolio Remove Recruitment
article thumbnail

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

article thumbnail

Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. In many cases, mission drives passion, and this passion can be a powerful force for startups in their initial push to get off the ground.

article thumbnail

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas.

article thumbnail

Transcript: Julian Salisbury, GS

The Big Picture

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. So you’re Chief Investment officer of Asset and Wealth Management.

Assets 299
article thumbnail

Transcript: David Snyderman, Magnetar Capital

The Big Picture

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. This was gonna be a multi-strategy vehicle.

Banking 147
article thumbnail

Transcript: Greg Davis, CIO Vanguard

The Big Picture

And your bio explains how you were recruited to Vanguard. So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. RITHOLTZ: So let’s talk about that.

Portfolio 130