The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. billion deal. You also have an S&P 500 Covered Call.

Clients 154

Clients Investing Investments Management 154

International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Asset Management. Corporate Banking. Credit Risk Management. Investments.

Management 52

Management Valuation Certification Financial Market 52

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

SEPTEMBER 26, 2023

And then very soon after, you know, bear Stearns fails, Lehman Brothers fails, the cracks were massive and there were so much for selling from the trading desks at the banks. And we, we feel that a lot of phone calls, I think the most nervous we became was when the banks started failing. That had mismatched assets.

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. With no further ado, my interview of GCM’s Ken Tropin.

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?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Every bank had balance sheet.

Banking 154

Banking Assets Government Investing 154