Aleph

DECEMBER 14, 2022

The title of the talk was “The Value of Ethics –The Value of a CFA Charter.” ” The main point of my talk was that the uniqueness of the CFA Charter did not stem from the “Body of Knowledge” imparted in the exams, but rather from the emphasis on ethics. So what made me decide to write this tonight?

Ethics 52

Ethics Insurance Math Investments 52

The Big Picture

JULY 19, 2022

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. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. RITHOLTZ: Wow.

Clients 162

Clients Investing Investments Management 162

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? It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Banking 130

Banking Retail Math Management 130

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That compounding is the power of putting your money into the productive assets of businesses within the American system. stocks, the productive asset!

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That compounding is the power of putting your money into the productive assets of businesses within the American system. stocks, the productive asset!

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

JUNE 16, 2022

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. Maths has a long half-life and a DCF correctly done accounts for inflation. Depreciation rises over time too.

Investments 52

Investments Investing Accounting Valuation 52