The Big Picture

APRIL 29, 2025

So I made my way down to Greenwich, Connecticut, and I proceeded to learn that ING had taken the loan from the Dutch state, and that in the morning before we woke up, because Europe’s ahead, it was going to go public and my boss would become the CEO of the Americas, and I would become the CEO of the investment management firm.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

NOVEMBER 4, 2023

Regarding the pricing Zerodha Streak offers 2 plans that is a regular plan of INR 690 per month (+GST) and an ultimate plan of INR 1400 per month (+GST). The Tradetron offers various paid plans based on users’ needs. In addition to this, it offers other services such as portfolio management, consultancy, etc.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. It sounds like the career plan was always finance. Was that the plan?

Investments 147

Investments Investing Management Valuation 147

The Big Picture

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I like the idea of kind of urban planning. I always say if I hadn’t been a real estate investor, I would’ve loved to have studied more about urban planning. Urban, urban planning.

Assets 264

Assets Investments Investing Management 264

Indigo Marketing Agency

SEPTEMBER 9, 2020

It takes the guesswork out of building your marketing engine. We’re a small RIA firm and I happened to run across Claire’s name in an XY Planning Network chat on Facebook. The marketing industry is full of technical jargon: search engine optimization, Google Analytics, click-through rates, and so on. Highly recommended.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

Brown Advisory

JUNE 3, 2015

A private equity fund we know well has backed a software company that offers a program enabling a car owner to recalibrate the vehicle’s engine to optimize gas mileage. Another fund includes a portfolio company that delivers locally grown vegetables in San Franciso and New Orleans. Beyond the Usual Suspects.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

The Big Picture

FEBRUARY 6, 2024

What, what was the career plan? That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Clients 162

Clients Investments Investing Management 162

Brown Advisory

SEPTEMBER 1, 2015

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Retail 52

The Big Picture

FEBRUARY 12, 2024

What was the original career plan? I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Kali Lap is my audio engineer.

Management 294

Management Investments Investing Economy 294

Trade Brains

FEBRUARY 14, 2023

They are the folks who understand and effectively use financial skills to manage their money. Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! The one thing that these people are sure to talk about is the stock market. What is SIP? 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investing Investments 59

Inside Information

FEBRUARY 1, 2024

I remember when software was first introduced into the financial planning space, first as a spreadsheet called Visicalc, later Lotus 123, then Excel, and some financial planning calculators were built on top of them that looked a lot like the planning programs of today. What was the reaction? Is this going to replace us?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Around 76% MBA aspirants have a graduate degree in engineering while there is also about 10-12% students from commerce background.

Management 52

Management Valuation Certification Financial Market 52

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Well, that’s too, with the engineers and attorneys. An hourly financial advisor is someone who provides financial advisor for a set hourly rate.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

NOVEMBER 14, 2023

So you are in their shorts with respect to their strategy, their product development, any lift outs they would do, making sure they had appropriate distribution resources and funding, made sure their succession plans were set and were executed seamlessly. 00:22:24 [Speaker Changed] Being client portfolio managers.

Math 130

Math Management Insurance Assets 130

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations. By Joe Ferlise, Strategic Advisor.

Economy 52

Economy Taxes Clients Assets 52

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.

Investments 130

Investments Investing Valuation Portfolio 130

Brown Advisory

OCTOBER 1, 2015

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line. Changing Consumption.

Investing 52

Investing Investments Economy Government 52

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. Paris Wald is my producer.

Investments 147

Investments Investing Clients Assets 147

The Big Picture

MAY 13, 2025

I want to talk about your time at Vanguard, but before I do that, bachelor’s in finance, MBA from Villanova Finance always was the career plan. There’s just a ton of movement in wealth management, which I think is exciting and hopefully is good for investors. So there’s a whole succession planning.

Clients 130

Clients Investments Investing Management 130

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

MAY 23, 2023

Were the plans to become a solicitor or a barrister? So that’s — that’s what the plan was. And so, it was a plan to get into this space, get experience from being an insider, in business and go back. It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles.

Clients 162

Clients Management Engineering Investments 162

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. What was your original career plan? So I made a plan to get out of there.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

MARCH 25, 2025

Like, you can plan a tweet six months in advance. And so we, it was kind of like, you know, Ken Stanley’s book, greatness Can’t Be Planned. And so, you know, after the fact people start asking like, well, did you plan it that way? It was, we wanted to have the absolute best software for the way we managed money.

Management 147

Management Numbers Investments Investing 147

The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: Yes, I’d love to tell you there was some great master plan. You begin in audit practice at KPMG.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. I think it was just a bit of poor planning more than anything else. RITHOLTZ: At the BLS, no.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Atika Valbrun is my project manager. Justin Milner is my audio engineer. DAVIS: That’s exactly it.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Was that where you plan to go? But think of the pension plans, think about the school endowments, they really need some safety. Justin Milner is my audio engineer. Atika Valbrun is our project manager.

Assets 285

Assets Investments Investing Management 285

The Big Picture

DECEMBER 28, 2022

The plan was to do an IPO to raise $200 million in new client assets for the funds. ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. Justin Milner is my audio engineer.

Management 189

Management Investments Investing Clients 189

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I started my college career as an engineering major. If you’re going to shift the way those things happen you have to plan for it. RITHOLTZ: Right.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. and you know the role ACs play in emissions and retrofitting that and there’s a lot of companies sitting in Japan and Korea and Taiwan that are mid-cap engineering names that sort of benefit from that.

Marketing 130

Marketing Marketing Economy Valuation 130

Aleph

JANUARY 21, 2023

Jan 20, 2023 Argentina’s plan to repurchase $1 billion of its deeply distressed dollar bonds has emerging-market investors scratching their heads [link] If you are going to do this, don’t announce it in advance. Space engineers are planning innovative flying machines to explore far-away worlds. Blimps on Venus.

Startup 59

Startup Banking Accounting Food 59

Sara Grillo

FEBRUARY 13, 2023

Because there’s a company called Engine Number One, which says, here’s how we’re going to do it. Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds. 1:01:58.7 : Right.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

JULY 11, 2023

We love the product and our clients have found it to be tremendously useful in terms of managing and offsetting capital gain taxes. What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? So she wants her portfolio managed that way. JOHNSON: Fantastic. RITHOLTZ: Right.

Management 222

Management Investments Investing Assets 222

The Big Picture

OCTOBER 8, 2024

What was the career plan? My role was just to like dig through business plans, dig through drug development, and try to handicap what would work, but equally as interestingly, what’s gonna fail. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare 147

Healthcare Medicine Portfolio Investments 147

The Big Picture

DECEMBER 12, 2023

And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. So, so you set to retire as portfolio manager this year, you mentioned your two successors. My audio engineer is Kaylee Lapper. That was real money.

Management 264

Management Investments Investing Retail 264