The Big Picture

MAY 20, 2025

Let, let’s, for people who may not be familiar with the firm and your background, let’s start with how your interesting and unusual career BS in engineering, ba in philosophy from Swarthmore. You, you were pretty early to computer modeling and statistical methods as a research engineer at MAT, this is the late 1970s.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

APRIL 29, 2025

So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. Again, from a, from a values and and work ethic perspective. I’ve also had the, the, the great opportunity to, to work for some great leaders and, and managers.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

FEBRUARY 28, 2023

And if you think about 401(k) plans, for example, the place that our asset class is going to be most relevant for the near term is in the defined contribution portions of that 401(k) market, where you still have a sophisticated portfolio manager that’s putting those portfolios together. Justin Milner is my audio engineer.

Clients 147

Clients Investing Assets Investments 147

The Big Picture

JUNE 10, 2025

What you put inside of it is the investment engine. 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. What you put inside of it was the investment engine.

Assets 147

Assets Management Portfolio Investing 147

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. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together.

Management 147

Management Investing Investments Assets 147