Trade Brains

JUNE 9, 2023

High Net Profit Margin Companies #2 – HDFC AMC Part of the banking giant HDFC Group, HDFC AMC is the investing and mutual fund division of the conglomerate. The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. The AMC has ₹4.4 Stock P/E 27.8 Stock P/E 27.8

Certification 52

Certification Assets Sales Management 52

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks. Slide 5: U.S.

Marketing 52

Marketing Marketing Banking Numbers 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. stocks after trimming exposure to U.S. Without a Script. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

Trade Brains

DECEMBER 11, 2023

Federal Bank Federal Bank is a Private Sector Commercial bank established in the South Indian State of Kerala. The bank was incorporated in 1931 as Travancore Federal Bank Ltd. The Bank was taken over by the Late Kulangara Paylo Hormis, who would head the bank as its CEO. Market Cap (Cr.)

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 11, 2023

The company aimed to mobilize funds from domestic as well as overseas capital markets. It is also registered as a Systemically Important Non–Deposit taking Non-Banking Financial Company (NBFC – ND-SI) and Infrastructure Finance Company (NBFC- IFC) with the Reserve Bank of India (RBI). Market Cap (Cr) Rs 1,024.28

Banking 91

Banking Government Financial Services Insurance 91

Brown Advisory

AUGUST 14, 2023

Over just the past three years we have witnessed unintended factor risks and opportunities manifest across the market due to COVID-19, meme-stocks, inflation, interest rates, the ongoing war in Ukraine, the European energy crisis, the “value-rally” in 2022, the U.S. banking crisis in 1Q23 and this is undoubtedly not an exhaustive list.

Investing 52

Investing Investments Portfolio Accounting 52

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 152

Clients Investing Investments Management 152

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

JULY 24, 2023

I started my career as a bank teller, but fell in love with markets. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership.

Marketing 130

Marketing Marketing Economy Valuation 130

International College of Financial Planning

APRIL 16, 2021

Hedge fund management. Portfolio Management. Understanding international financial market and macroeconomics. If you have an aptitude for finance and understand how the global financial market operates, this is just the kind of specialization that you should do. Asset Management.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. In the great financial crisis. That had mismatched assets. You’re going out.

Banking 130

Banking Investing Investments Clients 130

The Irrelevant Investor

JULY 19, 2016

Smith taught me how much the market, and even more so the investor, are influenced by psychology. Here he is, from his 1967 classic: A stock is for all practical purposes, a piece of paper that sits in a bank vault. It's the assets you have to worry about. By definition, everybody can't beat the market.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

DECEMBER 2, 2015

Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

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.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right?

Investing 130

Investing Investments Valuation Portfolio 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. And you feel badly for them. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2024

00:08:45 [Speaker Changed] Didn’t they end up getting purchased by, was it Deutsche Bank? Something by Deutsche Bank? Did you want to go to a big bank or is that what led to the next step in your career? 00:10:27 [Speaker Changed] Ardini is at Deutsche Bank for a long time until he launched Ardini research.

Economy 141

Economy Clients Economics Banking 141