Trade Brains

JUNE 30, 2025

Investors watch these sales closely, as they can mean the promoters want to book profits, raise money for new projects, or meet personal or regulatory needs. The company serves high-net-worth individuals, family offices, and institutional clients. 1,170 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

The Big Picture

JANUARY 21, 2025

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. 00:09:30 [Speaker Changed] So that’s an interesting thesis.

Investments 144

Investments Investing Retirement Management 144

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

MARCH 25, 2025

Extra special guest, Jim O’Shaughnessy, his book that I came to know him with first was, what Works on Wall Street, which has been just a perennial seller. As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. What a delight.

Management 144

Management Numbers Investments Investing 144

The Big Picture

MAY 13, 2025

But when I left, I think it was about 22 or 23 different managers. And given the design of the product and the client need, we’re trying to meet, we look for the best possible active manager to fill that mandate. He would occasionally plug into the phone system and listened to advisors speaking to clients.

Clients 130

Clients Investing Investments Management 130

The Big Picture

FEBRUARY 17, 2025

So the discounts from a price to book standpoint is over 60% price to earnings, about 40% discount. What does this mean to you as an employee and what does it mean to your clients? 00:57:00 [Speaker Changed] Let’s talk about books. So it’s a book I really, really enjoyed. The s and p is above 20 times.

Investments 144

Investments Investing Economics Marketing 144

The Big Picture

APRIL 8, 2023

He has also written several books on corporate finance and equity valuation and has published widely in journals. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D. from the University of California at Los Angeles.

Valuation 300

Valuation Numbers Insurance Portfolio Management 300

Abnormal Returns

MARCH 15, 2024

freakonomics.com) Innovation Cameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most." podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group.

Portfolio Management 264

Portfolio Management Portfolio Clients Investing 264

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 167

Financial Advising Wealth Management Portfolio Management Investment Advisor 167

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 196

Management Investments Investing Wealth Management 196

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 184

Asset Allocation Math Portfolio Management Engineering 184

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investments Investing Financial Advice 246

Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households.

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Sara Grillo

AUGUST 15, 2022

In this podcast we don’t discuss the basics of direct indexing or talk about any of the direct indexing providers per se, but instead we focus on how to apply it to client portfolio management. Igor Smolyanskiy of Vilga Financial performs direct indexing for about 1/3 of his client base. What is direct indexing?

Clients 98

Clients Financial Advisor Portfolio Consulting 98

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. equity universe.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. It includes those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

I released my latest book, The Marketing Guide For Financial Advisors , about a year ago. It’s always nerve-racking to pour your heart and soul into a book because you never truly know what people will think. . Create a user-friendly website that converts prospects into clients. In fact, it has a perfect 5-star rating on Amazon.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.

Investing 144

Investing Investments Valuation Management 144

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 299

Management Assets Risk Management Valuation 299

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 157

Clients Investing Investments Management 157

The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investments 157

Investments Investing Portfolio Valuation 157

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Total 7.0%

Clients 97

Clients Investing Investments Sales 97

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:05:33 [Speaker Changed] Well, a couple weeks before I joined banking, someone gave me a book called Monkey Business. 00:05:40 [Speaker Changed] So that, that book is about bankers at DLJ in the nineties, you know, premier Investment Bank.

Healthcare 157

Healthcare Portfolio Investing Management 157

The Big Picture

NOVEMBER 14, 2023

So we had clients like Chase and Citibank and JP Morgan and all of those. They sometimes have trouble talking to clients. So I need to adjust my management style. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training.

Math 130

Math Management Insurance Assets 130

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 157

Management Investing Investments Portfolio 157

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. Let’s talk about books. So for me, those are great books.

Assets 261

Assets Investing Investments Management 261

The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” RITHOLTZ: Same here.

Valuation 130

Valuation Investing Investments Portfolio 130

Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world. The Human Side of Investing: A Conversation with Morgan Housel.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

The Irrelevant Investor

OCTOBER 4, 2016

Great investors need to be masterful in delivering their message in order to see their clients or partners through difficult times. He is the author of thirteen books, which is pretty amazing when you consider he's only really saying three things; buy index funds, keep costs low, and stay the course. This is a mistake.

Communication 52

Communication Portfolio Management Portfolio Management 52

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

Valuation 130

Valuation Assets Investing Investments 130

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I have any emails from clients routed to a specific folder so that I can address those first. hours of it.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Bell Investment Advisors

JANUARY 11, 2024

David Brooks writes for the New York Times, and he is the author of a book we once “book clubbed” in the office. We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma.

Investment Advisor 52

Investment Advisor Portfolio Management Management Consulting 52

Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Irrelevant Investor

FEBRUARY 28, 2019

One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Yes, I'm talking my book here, we use a trend-following model for our clients. Vee bottoms suck for tactical strategies, but they're alright for the do nothing portfolio.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Insurance 52

Brown Advisory

DECEMBER 18, 2017

Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52