Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. bloomberg.com) Why banks love the wealth management business. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight.

Assets 214

Assets Financial Advising Wealth Management Engineering 214

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 193

Management Investing Investments Wealth Management 193

Wealth Management

FEBRUARY 1, 2023

Managing a real estate asset through uncertain economic times largely relies on controlling expenses and optimizing revenue. Getting these fundamentals right is something that good property managers excel at.

Assets 108

Assets Management Economics 108

Advisor Perspectives

MARCH 9, 2024

will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy. JPMorgan Chase & Co.

Assets 59

Assets Management Economy 59

Meb Faber Research

NOVEMBER 22, 2023

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management.

Assets 67

Assets Management Investing Investments 67

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 299

Management Assets Portfolio 299

The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

Management 187

Management Portfolio Management Investing Investments 187

Wealth Management

OCTOBER 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

Assets 115

Assets Management Banking Investing 115

Wealth Management

JUNE 4, 2023

Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.

Assets 105

Assets Management 105

The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. 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.

Management 272

Management Valuation Consulting Investing 272

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). 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.

Management 223

Management Investing Investments Portfolio Management 223

Wealth Management

OCTOBER 31, 2022

In spite of concerns over inflation and potential recession, as well as some lagging pandemic effects, hotel asset managers expect RevPAR levels to exceed 2019 figures.

Assets 98

Assets Management 98

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Management 173

Management Medical Portfolio Management Economics 173

Wealth Management

OCTOBER 26, 2023

The launch of JP Morgan Private Markets Fund earlier this month was the asset manager’s latest offering in the race to make alternatives more accessible.

Assets 107

Assets Management Marketing Marketing 107

Wealth Management

MARCH 23, 2023

With this acquisition, the two firms now have a collective $21 billion in platform assets.

Assets 115

Assets Management 115

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. When they took yields as low as they did, they sent bond managers looking for higher and riskier yields. Barry Ritholtz : And we saw in the two thousands, it certainly was a contributing factor to the financial crisis.

Portfolio 154

Portfolio Management Assets Economy 154

Wealth Management

APRIL 4, 2024

The firm, which already works with individual investors, wants to build up its relationships across private wealth distribution channels.

Assets 86

Assets Management Distribution 86

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? The management of assets, such as real estate, equities, bonds, etc.,

Management 52

Management Assets Investing Investments 52

The Big Picture

JULY 15, 2023

The deep value and special situation fund manages $10 billion in assets. He is a co-investor with Tom Brady in several sports assets, including a pickleball team, the English Football League’s Birmingham City club, and an endurance auto racing team. Tom Wagner Current Reading One Second After by William R.

Management 130

Management Assets Accounting Investing 130

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.

Management 143

Management Investing Investments Portfolio 143

Wealth Management

MARCH 10, 2023

Three former Carson Wealth advisors have joined Private Wealth Asset Management by way of Wells Fargo Private Bank.

Assets 98

Assets Management Wealth Advisor Banking 98

Advisor Perspectives

JANUARY 23, 2023

For the 15 years preceding 2022, asset management was a great business, fueled by near-double-digit AUM growth driven by rising equity and bond markets. My guest today is here to discuss what that means for asset managers, advisors, and the consumer who ultimately own mutual funds and ETFs.

Assets 52

Assets Management Marketing Marketing 52

Alpha Architect

DECEMBER 19, 2022

Bigger is Not Always Better in Asset Management was originally published at Alpha Architect. Pastor, Stambaugh, and Taylor (2015) and Zhu (2018) provide significant evidence of decreasing returns to scale (DRS) at both the fund and industry levels. Please read the Alpha Architect disclosures at your convenience.

Assets 72

Assets Management Investing Investments 72

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

Assets 52

Assets Management Math Risk Management 52

SEI

FEBRUARY 6, 2024

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

Assets 59

Assets Management Planning 59

Mish Talk

NOVEMBER 28, 2022

Crypto Firms in Bankruptcy Proceedings End of an Era The Balance Sheet Assets $256 million. The firm, founded in 2017 by Zac Prince and Flori Marquez and backed by Thiel Capital spinout Valar Ventures, lends money to customers using their cryptocurrency assets as collateral. Liabilities $1 to $10 billion. billion owed to its users.

Assets 214

Assets Management Economics 214

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 175

Assets Clients Portfolio Asset Allocation 175

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. stealing a client’s financial assets that are accessible online), identity theft (i.e., stealing a client’s financial assets that are accessible online), identity theft (i.e.,

Management 203

Management Clients Wealth Management Insurance Coverage 203

Wealth Management

SEPTEMBER 13, 2022

Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.

Assets 98

Assets Management Investing Investments 98

Wealth Management

JANUARY 12, 2024

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

Management 102

Management Retirement Assets 102

Wealth Management

DECEMBER 14, 2023

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

Wealth Advisor 99

Wealth Advisor Assets Management 99

Wealth Management

MARCH 22, 2024

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.

Assets 114

Assets Management 114

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 205

Assets Financial Advisor Financial Planning Insurance 205

Wealth Management

APRIL 9, 2024

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

Assets 102

Assets Taxes Management 102

Carson Wealth

APRIL 4, 2024

Once cognition or health is impaired, things can become far more difficult for everyone to manage. You will also need to notify the appropriate government agencies and fill out any necessary forms before you can manage your parents’ benefits. Begin by emphasizing that you are there for them and that you will follow their lead.

Management 137

Management Healthcare Medical Estate Planning 137

Wealth Management

OCTOBER 18, 2022

The unit is likely to draw interest from other asset managers and private equity firms.

Assets 88

Assets Management Sales 88

Advisor Perspectives

JULY 17, 2023

Nikko Asset Management presents an analysis of global market trends, offering insights into the surprising performance of equities and the resilience of the global economy to date.

Assets 40

Assets Management Investing Investments 40