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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. We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators.

Assets 306
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Underperforming Your Own Assets

The Big Picture

I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets? That underperformance between asset class returns and investor returns is the behavior gap. The post Underperforming Your Own Assets appeared first on The Big Picture.

Assets 246
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How Advisors Can Help (Not-So HNW) Clients Maximize Asset Protection By Assessing Strategies, Tools, And Education

Nerd's Eye View

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Notably, certain client assets have built-in creditor protection without the use of (often expensive) products or tools.

Assets 224
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MiB: Ken Kencel, Churchill Asset Management

The Big Picture

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 173
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The Threat That Could End Community Banking & What To Do About It

Though only in charge of a small percentage of total assets, they’re disproportionately dominating small business lending. Small business lending is ground zero for this imminent disaster. On the surface, things are going well for community and regional banks and credit unions.

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Planning for Digital Assets 101

Wealth Management

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

Assets 109
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MiB: Maria Vassalou, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. ” Maria Vassalou’s favorite books and current reading The post MiB: Maria Vassalou, Goldman Sachs Asset Management appeared first on The Big Picture. .”

Assets 182
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Test Asset for Integration

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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Listen Live: $40 Billion Bank Transforms Their Month-End Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem & Jonna Wall, Financial Analyst at Pinnacle Financial Partners

This Chit Chat session features Jonna Wall, Financial Analyst of Pinnacle Financial Partners, a publicly traded financial institution based in Nashville, TN, that holds over 40B in assets, with locations in many markets throughout the southeast.