The Big Picture

MAY 20, 2025

And the firm is really a very interesting mix of quantitative value-based and factor-based investing. 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. It’s great to be here.

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The Big Picture

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. What, what was that transition like?

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The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

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The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

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The Big Picture

MAY 13, 2025

I had a friend that worked there, so I was a couple of years out of school in investor relations at Sunoco, and then I had a friend who said, you know, if you wanna get more into finance and investments, we have an opening at Vanguard. So I joined in the corporate division as an investment analyst. I think you’d really like it.

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The Big Picture

MARCH 25, 2025

And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. You could, you could, here’s a secret to investing, not, maybe you’ll do okay with it, but nobody’s gonna really adapt. Totally agree. That’s right.

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The Big Picture

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

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The Big Picture

MAY 6, 2025

How did it shape how you look at the world of investing? And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. And, and that’s why we don’t use the standard risk management models. How did it affect what, what you’re doing at Hudson Bay today?

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Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

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Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

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The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Subramanian is on the advisory board of the UCLA Master of Financial Engineering program. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

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Abnormal Returns

MAY 22, 2023

riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth. advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. iai.tv) What Morningstar ($MORN) has built in AI.

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Trade Brains

OCTOBER 22, 2023

Best Small Cap Stocks With High ROE: In the dynamic world of investing, small-cap stocks have long been the hidden gems that catch the eye of investors. ROE is a useful tool for investors who want to gauge the financial health of a company and make informed investment decisions. But, at the same time, these stocks come with huge risks.

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The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Tell us a little bit about that experience. TROPIN: Yeah.

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The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

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Random Roger's Retirement Planning

FEBRUARY 25, 2023

Some number of the survey respondents were portfolio managers and 10% said they don't plan on ever retiring. A long, ongoing theme to these blog posts is avoiding being overly dependent on things going just right in your investment portfolio. If 4% only gets you $19,000 then yeah, that's a much bigger issue.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. And they are not the typical hedge fund.

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Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

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The Big Picture

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

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Brown Advisory

OCTOBER 1, 2015

Investment Perspectives | China's Shock. Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. Thu, 10/01/2015 - 09:32.

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The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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David Nelson

FEBRUARY 27, 2023

It’s different this time Recent rhetoric from the Fed and many economists is the idea that the Fed can engineer a soft landing. Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023. Recession was almost always the end game.

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Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. No question about it, sustainable investing is a growth industry. That’s up a staggering 88% from 2010.

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The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry. You began as a central bank portfolio manager in Finland. I found it absolutely fascinating and I think you will as well.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. And at the SAC Capital, it was all about risk management. VASSALOU: Yeah. VASSALOU: Yes.

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The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

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Trade Brains

FEBRUARY 19, 2024

Wipro functions in two business lines: iDEAS (Integrated Digital, Engineering, and Application Services), which includes the following service lines: domain and consulting, applications and data, Wipro Engineering, and Wipro Digital. Its sponsor, Nippon Life Insurance Company Japan (NLI), holds 73.7% crore folios.

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Trade Brains

FEBRUARY 19, 2024

Wipro functions in two business lines: iDEAS (Integrated Digital, Engineering, and Application Services), which includes the following service lines: domain and consulting, applications and data, Wipro Engineering, and Wipro Digital. Its sponsor, Nippon Life Insurance Company Japan (NLI), holds 73.7% crore folios.

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Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. It is a Swiss company that has developed beginner-friendly algorithmic trading software.

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Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. Investing in the stock market requires basic knowledge, to start with.

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Indigo Marketing Agency

SEPTEMBER 9, 2020

It takes the guesswork out of building your marketing engine. The marketing industry is full of technical jargon: search engine optimization, Google Analytics, click-through rates, and so on. It will be an investment that you won’t regret! I tell my coaching clients that their team’s top 5 jobs are: Relationship management (i.e.

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