The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. Wall Street has been pretty bad at recruiting black talent. RITHOLTZ: So is it safe to say that Wall Street, in general, but alternatives like private equity and venture capital, were not recruiting at historically black colleges and universities?

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

SEPTEMBER 10, 2024

So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. You know, they value our research.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. You know, I think I went through two weeks of interviews and the recruiters had to be caught up and placated because none of their candidates got the job. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

Media 147

Media Food Advertising Investing 147

The Big Picture

JULY 29, 2024

They serve a different client segment, 00:05:46 [Speaker Changed] A little bit higher end. So you still spend a lot of time with your clients, which you do at, at every level of the organization. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion.

Clients 147

Clients Portfolio Financial Advisor Investments 147

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? 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. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

But when you’ve gone through two-year periods like the tech bubble, and three-year periods like ‘18 through ‘20, I think myself, my family and some of my clients might take issue with the word consistently. RITHOLTZ: Meaning it would be a recruitment challenge. My mom was a math teacher so — RITHOLTZ: Okay.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. What does this mean to you as an employee and what does it mean to your clients? Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I just learned a tremendous amount.

Investments 147

Investments Investing Economics Management 147

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? RITHOLTZ: I have a client that has a GT3 that he wanted to sell huh and the dealer said give it to us we’ll take a 20% consignment I’m like we know people that bring a trailer let me list it for you.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

MAY 16, 2023

So this is the math that I applied. So think about this, do the math. But, but for other people, we have, we have clients who’ve sold businesses. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. RITHOLTZ: We could acquire them for next to nothing. It’s meaningless.

Media 290

Media Investments Investing Valuation 290

The Big Picture

NOVEMBER 12, 2024

It was actually my first expenses that I ever recruited as a New York Times writer. In the recruitment of drivers. I do the math. Pay your clients a little. And I was embarrassed to submit them given tickets [Because it was so expensive?]. It wasn’t that it was so expensive. To subsidize your employees.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261