The Big Picture

JANUARY 3, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Hurst was Cliff Asness first hire in the Quantitative Research Group at Goldman Sachs Asset Mgmt, where he built the portfolio management and trading technology for the Global Alpha Fund.

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The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.

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The Big Picture

AUGUST 13, 2022

The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast.

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The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic.

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The Big Picture

JANUARY 14, 2023

She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. 1 has approached portfolio companies to facilitate their taking advantage of changing trends, especially in these areas. We discuss how Engine No.

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The Big Picture

SEPTEMBER 16, 2023

She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg.

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The Big Picture

FEBRUARY 18, 2023

Previously, he was chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. Buckley has been with Vanguard for 32 years and has been CEO for the past 5.

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The Big Picture

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. As early as 1992, Yale’s Endowment had a robust portfolio of venture capital and hedge funds, long before it became popular.

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Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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The Big Picture

JANUARY 12, 2024

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She began working as an analyst for a Real Estate Syndicator before moving on to PGIM.

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The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

APRIL 11, 2025

In this episode, Barry and Tony discuss his path in finance and how it led him to over 20 years at the same firm, the importance of absolute return in a portfolio, and the rise of alternative investing. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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Retail Management Portfolio Investing 162

The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

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The Big Picture

APRIL 8, 2023

The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg.

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The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Higgins focuses on handling distressed securities, real estate investments and credit.

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The Big Picture

DECEMBER 16, 2023

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.

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The Big Picture

DECEMBER 3, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Luis Berruga’s Current Reading.

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The Big Picture

MARCH 1, 2024

Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees. We discuss how the firm was built to identify overlooked opportunities.

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Nerd's Eye View

FEBRUARY 6, 2023

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well!

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The Big Picture

OCTOBER 4, 2024

Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He also received a Ph.D.

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The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

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The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

JUNE 24, 2023

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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The Big Picture

AUGUST 23, 2024

Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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The Big Picture

FEBRUARY 25, 2023

Today, they have 1,800 employees worldwide serving 800 institutional clients, and their wholly owned portfolio company employ 250,000 people. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The firm has invested $195 billion since 1996.

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Wealth Management

JUNE 12, 2025

John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. Small-cap equities and emerging markets, however, are areas where active management makes sense, she said. She’s also a big believer of active in real estate and preferred securities.

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The Big Picture

DECEMBER 9, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

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The Big Picture

SEPTEMBER 23, 2023

He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg.

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Trade Brains

JULY 9, 2023

From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet. Key Features: Ease of Use : Easy navigation to all financial data, portfolio, watchlist and message board.

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The Big Picture

OCTOBER 28, 2023

Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. trillion in client assets.

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The Big Picture

MAY 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

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The Big Picture

JANUARY 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He is the portfolio manager for the Quality Fund ( GQETX ). A list of her favorite books is here; A transcript of our conversation is available here Tuesday.

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The Big Picture

JULY 8, 2023

We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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The Big Picture

MARCH 25, 2023

Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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