The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. We have a million models, we have our own technology, we have our own philosophical investment ideas within each of our engines and we use tech to make us better at that. We have two quant engines. GOG, third engine.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. Justin Milner is my audio engineer. Atika Valbrun is our project manager.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JANUARY 21, 2025

It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. My audio engineer is John Wasserman. 00:21:46 Everything was a headache.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So any compliance people listening, I’m just spitballing here. I’m gonna hold it in my portfolio.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

FEBRUARY 13, 2023

Because there’s a company called Engine Number One, which says, here’s how we’re going to do it. Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

OCTOBER 5, 2024

And I got to college and I was like, oh, I’ll just be an engineer. And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. And the Army Corp of Engineers come in and they rebuild it. Like I’ll, you know, do that path.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

MARCH 21, 2023

CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. I was an undergrad studying business and engineering. I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

JANUARY 14, 2025

So I I, I started off in that, but I mainly learned that I didn’t really wanna do investment banking because it didn’t hit on my core skillset, which was like engineering back down quantitative techniques and tools. Maybe we should do this out from under the compliance regulations of a broker dealer?

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 25, 2024

And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 3, 2024

Undergraduate applied mathematics, master’s degree in financial engineering, a little bit of, of teaching. So how Barry Ritholtz : Do you go from a PhD program to financial engineering masters? They ended up going back to a school in LA called Claremont, and they had a financial engineering program there. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147