The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so my plan was actually to quit and not do anything and figure out what my next step was. You were saying that you had a code of ethics, but then your CEO was sexually harassing people.

Banking 130

Banking Retail Math Management 130

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. Management can plan and price for expected inflation but unexpected inflation injects uncertainty and volatile inflation makes long-term planning and investment difficult.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So, pensions, endowments, defined benefit plans, you point out that they’re particularly sensitive to low-expected returns. Don’t sacrifice your ethics, that integrity matters.

Valuation 130

Valuation Investing Investments Portfolio 130

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. My dad was a business person and had a tremendous work ethic. The transcript from this week’s, MiB: David Layton, CEO of Partners Group , is below. LAYTON: It’s not, absolutely not.

Clients 147

Clients Assets Portfolio Investing 147

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. I said, yes, I plan to. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the plan for your career with that combo? You get a JD MBA from the University of Kansas in 1996.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

JULY 1, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Here is the plan, here’s how you should go about in this deal or in, in this new asset class.

Investing 147

Investing Investments Consulting Insurance 147

Tucker Advisors

AUGUST 9, 2021

When advisors are not fiduciaries, they follow what is called the “suitability” requirement, which is basically an ethical call to follow the same prioritization of interests. Download Your Free Referral Marketing Guide. Download The Guide. The advice will be individualized based on the particular needs of the plan or IRA.”.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. What were your early career plans? Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning.

Recruitment 147

Recruitment Management Numbers Banking 147

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And understanding those influences provides important context for planning ahead.” ?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below.

Management 278

Management Assets Portfolio Marketing 278

Trade Brains

JUNE 2, 2023

It is also known for its transparent working policies and ethical practices. You can read the detailed Angel iTrade Prime Plan review and get more insights. The products not only enable customers to trade and invest but also provide news alerts, advisory and a huge range of insurance plans.

Accounting 52

Accounting Clients Retail Certification 52

The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. I just downloaded the one. RITHOLTZ: Yes.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JUNE 10, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the original career plan? So o’s Jim O’Shaughnessy told the story of, I think they were managing money for the New York Bishop’s retirement plan. Things like that.

Assets 147

Assets Management Portfolio Investing 147

The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg.  . The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Was quantitative finance always the career plan? The transcript from this weeks, MiB: Brian Hurst, ClearAlpha , is below. But let’s go back to the beginning of your career.

Management 147

Management Investing Investments Assets 147

The Big Picture

APRIL 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And he had this game plan. How did that affect your plans going forward? Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 19, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Really quickly, what were the career plans? So when you say people, are you planning to vote? Oh yeah, I’m planning to vote. That’s a lot of school. Of an event in the lab.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

SEPTEMBER 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the original career plan? 00:03:01 [Speaker Changed] My career plan was to go into the federal government, be trained as a lawyer so I could go back and make money.

Government 162

Government Recruitment Education Investing 162

The Big Picture

DECEMBER 24, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. Every board meeting he had with his board, they had Amazon proofing plans put in place.

Retail 130

Retail Advertising Taxes Numbers 130