A Wealth of Common Sense
JANUARY 16, 2024
Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio.
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.
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Brown Advisory
FEBRUARY 23, 2022
Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. The strategy has a flexible approach to investing, that is why we have flexible in our name. We like to refer to our investment approach as having a “value philosophy”, which is distinct from a “value style” of investing.
Nerd's Eye View
AUGUST 2, 2022
Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.
Nerd's Eye View
AUGUST 8, 2023
What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)
Abnormal Returns
MARCH 15, 2024
(podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. joincolossus.com) Barry Ritholtz talks with Mark Wiedman, head of global client business at investing giant Blackrock ($BLK).
Advisor Perspectives
FEBRUARY 16, 2024
Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios.
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