Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. And then in, in an investment, what can you infer, you know, how did management’s tone sound when they were on the conference call? I’m the portfolio manager and I’m actually the only portfolio manager.

Management 294

Management Investments Investing Economy 294

Good Financial Cents

AUGUST 1, 2022

If you want to get into budgeting but you’re not ready to pay for the privilege, you should definitely consider giving Mint a try. Personal Capital is actually a robo-advisor, meaning this company is an online financial advisor of sorts that offers wealth management and portfolio management services.

Budgeting 52

Budgeting Accounting Planning Management 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. The HFRI Asset Weighted Composite Index does not include Funds of Hedge Funds.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. The HFRI Asset Weighted Composite Index does not include Funds of Hedge Funds.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Sara Grillo

APRIL 11, 2022

SARA GRILLO, CFA: Well, one of the reasons I’m curious about that, and by the way, for those who have been following this podcast for a while or following my writings, you may know that I’m definitely scared of heights. His name is Ken carbo and its Liberty Capital Management up in Birmingham. CFA designation, correct.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. They managed to put out the fire. I’m not the one who ever will say that the fires have been put out and the problem is definitely behind us. 0:17 Ryan Kelley: Thanks. Happy to be here. 0:20 Laurent Harrison: Great.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

MAY 13, 2025

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days. 00:26:16 [Speaker Changed] Yeah, well, definitely not my vision alone.

Clients 130

Clients Investments Investing Management 130

Nerd's Eye View

APRIL 11, 2023

We also talk about why despite the rising industry trend towards centralized model portfolios managed on a discretionary basis, over 90% of the assets that Thomas and his firm manage are held on a non-discretionary basis, how Thomas has found because he mostly manages non-discretionary assets and has to call clients about every investment recommendation (..)

Medical 130

Medical Financial Advisor Financial Planning Clients 130

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. 00:22:06 [Speaker Changed] It is definitely a bad thing.

Investments 26

Investments Investing Numbers Assets 26

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. You communicate very clearly and candidly about the risks. It was definitely a slow burn, and then it exploded.

Clients 286

Clients Financial Advisor Taxes Investments 286

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. DAVIS: We definitely saw a number of clients who started embracing money markets.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MARCH 25, 2025

But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management. This is key.

Management 147

Management Numbers Investing Investments 147

The Big Picture

DECEMBER 28, 2022

ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. And everybody has access to the Internet and it’s instantaneous communication worldwide. RITHOLTZ: Wow. RITHOLTZ: Wow.

Management 189

Management Investments Investing Clients 189

Sara Grillo

FEBRUARY 13, 2023

ESG vocab Before we get into it, let’s start with some basic definitions: ESG: ESG stands for “Environmental, Social, and Governance” and it’s a style of investing that purports (but does not, in reality) save the world from its evils. It’s a pretty clean situation or communication. So please subscribe! Sound good, folks?

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. So those things definitely stand out. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. WAGNER: Right. RITHOLTZ: Right.

Investments 130

Investments Investing Assets Insurance 130

Brown Advisory

OCTOBER 26, 2021

The R1G, as discussed above, has experienced remarkable growth in the information technology and communication services sectors (both technology related), which, in conjunction, represent 58% of the benchmark. In contrast, the combined information technology and communication services represent 40% of the RMG.

Manufacturing 52

Manufacturing Communication Investments Investing 52

The Big Picture

JUNE 10, 2025

And, and then what we’re having is this interesting debate is, so, okay, so go back, I’m a port, you know, think about an active portfolio manager saying, wait a second, these indexes are eating my lunch. If you want access to portfolio managers, they’re more than willing to talk.

Assets 147

Assets Management Portfolio Investments 147

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 6, 2025

Barry Ritholtz : I definitely can see that, you know, the concept, I dunno if I’m stealing this from Zen Buddhism, but it’s the water flows, but the rigid tree breaks in the storm. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. And I think the, the, the communications was the big part. He worked as a trader.

Assets 147

Assets Insurance Investments Investing 147

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

MARCH 14, 2023

If you worked hard and you did well, you were definitely rewarded at a place like Merrill. RITHOLTZ: There was some definite expectations — BERNSTEIN: Yeah. And so that makes it more difficult for them to manage portfolios like they used to. Well, what’s your definition of the long term? communications.

Economy 162

Economy Investments Investing Portfolio 162

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. That there’s a definitely a network effect that happens there. And if you’re gonna be a very large fund, you by definition have to put more and more of your money into the well-known large trading strategies.

Management 147

Management Investments Investing Assets 147

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. There was the optical communications boom, some of the original software internet assets.

Engineering 130

Engineering Numbers Investments Investing 130

The Big Picture

NOVEMBER 25, 2024

Yeah, 00:10:11 [Speaker Changed] That’ll, that’ll definitely wake, 00:10:12 [Speaker Changed] Wake you the ice you up coffee. 00:13:10 [Speaker Changed] Well, now, now definitely not keen on it. First, give us a quick definition of isolating beta and alpha. That’ll wake you up. Go right to the subpoena.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

JULY 31, 2023

HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. RITHOLTZ: The communication was bad also. RITHOLTZ: Squishy? HOFFMAN: Yeah, it felt too squishy.

Retail 130

Retail Government Economy Economics 130

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics 52

Economics Portfolio Taxes Numbers 52