Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Investing 52

Investing Investments Clients Numbers 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. At the end of 2008, we owned a lot of illiquid assets.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. 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. So, GOG, discretionary portfolio management.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

Investments 130

Investments Investing Assets Insurance 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. In early 2015, Scott sold his ownership interest in the firm.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2025

She was 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. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. It’s about half our assets. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. 00:06:18 [Speaker Changed] Hmm. Is that right?

Investing 147

Investing Investments Economics Management 147

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59

Banking Government Economics Taxes 59