Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Hedge Fund Manager. Financial Examiner.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either.

Insurance 52

Insurance Banking Financial Advisor Investing 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. I lined up a bunch of job interviews with a variety of banks.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. Tell us a little bit about the magnetar CDO bet from the financial crisis. The banks would have an equity trading desk and they’d have a debt desk, right?

Banking 141

Banking Portfolio Assets Investing 141

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They have a risk management technology.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Truemind Capital

APRIL 19, 2024

RBI also goes in tandem with the other central banks regarding rate cuts to maintain stability in the exchange rate and avoid the risk of loosening too early. The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%). Other Asset Classes: Gold sparkled in the last quarter, going up by 9%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 161

Assets Management Portfolio Marketing 161

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: Always risk.

Clients 286

Clients Wealth Management Investing Investments 286

Trade Brains

MAY 25, 2023

— Coin Zerodha Coin is a platform that lets you buy mutual funds online directly from asset management companies. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. But the roots are deep.

Clients 152

Clients Management Engineering Investing 152

SEI

SEPTEMBER 6, 2022

How digital assets are democratizing the world of investing. Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. Tue, 09/06/2022 - 16:15. Ventures (US). Pulse on the Future. Accessibility and open finance.

Assets 52

Assets Investing Investments Government 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’ve got a big asset management business that you care about.

Taxes 268

Taxes Banking Clients Management 268