The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?
Random Roger's Retirement Planning
NOVEMBER 21, 2023
I outsource compliance (have to), technology stuff (pretty sure I have to) and we brought our support person with us to help with things like RMDs, money movement and other administrative work. So using simple math, the total return is 34% versus 72% for the common. The idea that I could do no work is culturally acceptable.
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The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.
Sara Grillo
JUNE 12, 2023
Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. There is an admin charge of about $49k.
The Big Picture
MAY 9, 2023
So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. Capital rules were changing. Risk appetite was changing.
The Big Picture
MARCH 27, 2023
So you retire in 2018. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. But it was not a liquidity issue. ’08 08 was purely a liquidity issue, so the formidable trades were to buy companies that were actually very viable the way they were.
The Big Picture
MARCH 21, 2023
ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.
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