The Big Picture

APRIL 4, 2025

Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. Her current reading is here ; A transcript of our conversation is available here Tuesday.

Asset Allocation 146

Asset Allocation Wealth Management Assets Retail 146

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Insurance 193

Insurance Assets Management Banking 193

The Big Picture

FEBRUARY 14, 2025

She also worked as JPMorgan Asset Management equity research associate for US Tech. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. A list of her favorite books is below; A transcript of our conversation is available here Tuesday.

Investments 170

Investments Investing Portfolio Management Consulting 170

The Big Picture

MARCH 21, 2025

Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Government 179

Government Management Assets Investing 179

The Big Picture

FEBRUARY 7, 2025

billion in assets under management. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups.

Startup 170

Startup Portfolio Management Management Portfolio 170

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Assets 179

Assets Management Media Investments 179

The Big Picture

APRIL 1, 2023

 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 170

Assets Management Valuation Investments 170

The Big Picture

JANUARY 3, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management 159

Portfolio Management Assets Management Economics 159

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Assets 130

Assets Management 130

Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.

Wealth Management 184

Wealth Management Estate Planning Compliance Management 184

The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

Management 305

Management Assets Portfolio 305

The Big Picture

MAY 6, 2023

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.

Wealth Management 300

Wealth Management Assets Management Clients 300

The Big Picture

SEPTEMBER 27, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. All of our earlier podcasts on your favorite pod hosts can be found here.

Healthcare 292

Healthcare Economy Numbers Assets 292

The Big Picture

JUNE 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. Be sure to check out our Masters in Business next week with Mathieu Chabran, Tikehau Capital A global alternative asset manager with $40B in assets.

Education 333

Education Assets Government Banking 333

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 250

Wealth Management Management Estate Planning Business Planning 250

The Big Picture

FEBRUARY 18, 2023

Vanguard is one of the world’s largest investment management companies, with over $7 trillion in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Assets 287

Assets Management Portfolio Investments 287

The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. You can find all of our earlier podcasts on your favorite platforms here.

Engineering 324

Engineering Portfolio Management Assets 324

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 296

Startup Portfolio Management Assets Valuation 296

The Big Picture

APRIL 15, 2023

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. His current reading is here ; A transcript of our conversation is available here Tuesday.

Compliance 281

Compliance Consulting Assets Investments 281

The Big Picture

SEPTEMBER 3, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. Citi Global Wealth manages more than $800B in Client Assets, and North America accounts for about half of that business. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 309

Wealth Management Banking Accounting Management 309

Sara Grillo

APRIL 11, 2023

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. Financial Advisor Income Statement Before you download this financial advisor income statement template below, here are a few things to keep in mind. Download these templates! My name is Sara.

Financial Advisor 97

Financial Advisor Accounting Management Financial Planning 97

The Big Picture

OCTOBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets.

Education 322

Education Financial Advisor Management Investments 322

The Big Picture

NOVEMBER 26, 2022

He explains how credit has become the most volatile asset class, far more than equity. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. A transcript of our conversation is available here Tuesday.

Banking 246

Banking Assets Management Investments 246

The Big Picture

OCTOBER 29, 2022

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. He urges the Fed to stop raising rates sooner than later.

Assets 296

Assets Financial Market Investments Investing 296

Wealth Management

JUNE 10, 2025

Austin-based Kestra oversees about $142 billion in client assets through its companies, including independent broker/dealer Kestra FInancial, through 1,800 advisors, according to its websites. Bluespring made a similar move in March 2024 to merge two firms into a $1.4

Wealth Management 172

Wealth Management Engineering Estate Planning Management 172

The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management.

Retirement 308

Retirement Management Sales Investments 308

The Big Picture

JUNE 17, 2023

UHNW investors have been so attracted to Private Equity’s diversified asset class and steady returns, especially in an era of zero interest rates. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Taxes 326

Taxes Retail Economy Economics 326

The Big Picture

MAY 20, 2023

The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here.

Compliance 310

Compliance Communication Government Banking 310

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

Management 245

Management Portfolio Management Portfolio Assets 245

The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast.

Financial Advisor 303

Financial Advisor Education Retail Management 303

The Big Picture

DECEMBER 17, 2022

A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Management 278

Management Valuation Consulting Investments 278

The Big Picture

SEPTEMBER 25, 2022

Following the merger, he established a family office to manage his AOL-Time Warner assets. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Their philanthropy focuses on inclusive entrepreneurship, impact investing, and civic engagement.

Startup 316

Startup Government Investments Investing 316

The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

Management 228

Management Investments Investing Asset Allocation 228

The Big Picture

NOVEMBER 25, 2023

Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economy 281

Economy Banking Economics Assets 281

Wealth Management

JUNE 20, 2025

He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors.

Wealth Management 144

Wealth Management Management Financial Advisor Estate Planning 144

The Big Picture

AUGUST 20, 2022

He discovered an immense amount of corruption, with the oligarchs who were running these still partly state-owned companies helping themselves to assets and capital on an immense scale. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast.

Government 287

Government Assets Media Investments 287

The Big Picture

DECEMBER 2, 2023

That family office was created to manage the assets of Julius Rosenwald, who had steered Sears into a retailing giant and took them public in 1906. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Retail 254

Retail Consulting Management Assets 254