The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank.

Retail 130

Retail Banking Math Management 130

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. billion deal.

Clients 157

Clients Investing Investments Management 157

Brown Advisory

JUNE 16, 2022

Central banks globally are raising interest rates and this is having a chilling effect on equities and bonds alike. Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. The last time U.S.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. It may not be much, but you’ll earn interest on that money and many online banks even offer cash bonuses for opening accounts. While not exactly stock returns, 5% or more is better than most national bank interest rates.

Accounting 105

Accounting Investing Investments Media 105