The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I applied to Maryland State retirement. She can go anywhere, do anything. Elizabeth Burton : Hi Barry.

Assets 141

Assets Management Portfolio Investing 141

Indigo Marketing Agency

JANUARY 24, 2024

He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. billion in client assets. You can follow him on X (Twitter) here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. billion in client assets. You can follow him on X (Twitter) here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 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 286

Assets Clients Investing Investments 286

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. So I think selecting managers in any asset class has that two pieces.

Management 130

Management Investing Investments Government 130