Brown Advisory

OCTOBER 22, 2021

We view sovereign bonds as an asset class with the potential to achieve progress on the United Nations Sustainable Development Goals (U.N. Investors across the globe increasingly seek to incorporate ESG research into investment decisions across asset classes to align their investment outcomes with their sustainability goals.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

We view sovereign bonds as an asset class with the potential to achieve progress on the United Nations Sustainable Development Goals (U.N. Investors across the globe increasingly seek to incorporate ESG research into investment decisions across asset classes to align their investment outcomes with their sustainability goals.

Government 52

Government Education Economics Investing 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. With no further ado, my discussion with Graham Foster PM and partner at Orbis Holdings.

Investing 130

Investing Investments Clients Management 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? I was employee number 10. So fast forward to where we are today, we have over $40 billion in assets under management.

Clients 154

Clients Investing Investments Management 154

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:14:44 [Speaker Changed] Yes.

Math 130

Math Management Insurance Assets 130

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. I was employee number one in London. RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. And I had an opportunity to be an underwriter for a few years before I decided to go back to school to get the MBA.

Portfolio 130

Portfolio Investing Investments Numbers 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. Not its asset management, its brokerage piece. You sort of have a one foot in the um, financial planning, asset management side and another side in actual fund management. I did everything.

Clients 154

Clients Management Engineering Investing 154

International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Ability to work with numbers in the long run. Asset Management. Asset Management. Credit Risk Management. Hedge Fund Management. Small business and corporate finance. Securities analysis.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. RITHOLTZ: Right.

Assets 277

Assets Investing Investments Management 277

Brown Advisory

MAY 25, 2017

With this process, we distill historical and projected financial, strategic and qualitative issues into a single statistic.This keeps our decision making objective and prevents us from making gut calls about risk-reward dynamics in a given situation. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investing Investments 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. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. So different time horizons, different assets.

Management 296

Management Assets Risk Management Valuation 296

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? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Banking 154

Banking Assets Government Investing 154