Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? Maybe you trim a little for risk management but that is different than getting out completely.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

OCTOBER 22, 2023

Triveni Engineering & Industries Particulars Figures Particulars Figures CMP ₹ 406.5 Net Profit Margin 31.9 % Operating Margin 10.707 % Triveni Engineering & Industries Ltd is a focused and steadily growing company with expertise in two main areas: sugar production and engineering solutions. .) ₹ 8,407.87

Engineering 97

Engineering Retail Manufacturing Investments 97

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. In between all the plowing, I've got a day job project to work on and Walker Fire's new Type 3 Engine is just about finished and so there's work associated with that too. Can you adjust to your nest egg?

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

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

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. Sarah Livesley [ph] is my audio engineer. Paris Wald is my producer.

Management 305

Management Assets Risk Management Marketing 305

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.

Medicine 59

Medicine Portfolio Management Engineering Economy 59

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. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality.

Investments 147

Investments Investing Management Valuation 147

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Sarah Livesey is my audio engineer.

Healthcare 162

Healthcare Portfolio Management Investments 162

The Big Picture

FEBRUARY 6, 2024

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. I really loved it.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

Management 52

Management Portfolio Management Portfolio Clients 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

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

Management 52

Management Portfolio Management Portfolio Clients 52

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. I tell my coaching clients that their team’s top 5 jobs are: Relationship management (i.e. Highly recommended.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

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. My audio engineer is Steve Gonzalez. Every team has the, has the ability to seek alpha in its own way. And what we have are very long tenured experienced career analysts.

Management 130

Management Assets Portfolio Insurance 130

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.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. My audio engineer is Rich Samani Atika. Val Brown is my project manager.

Assets 264

Assets Investments Investing Management 264

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. As of March 31, 2023, Nippon AMC caters to 1.35 crore folios.

Healthcare 59

Healthcare Consulting Engineering Management 59

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. As of March 31, 2023, Nippon AMC caters to 1.35 crore folios.

Healthcare 59

Healthcare Consulting Engineering Management 59

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 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. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Rude Awakening.

Food 52

Food Portfolio Management Sales Retail 52

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investments Investing Portfolio 162

The Big Picture

FEBRUARY 12, 2024

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. Atika Val is my project manager.

Management 294

Management Investments Investing Economy 294

Trade Brains

DECEMBER 6, 2023

from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23. 13,562 75.21% Nippon Life Asset Management Rs.444.4 75% Varroc Engineering Ltd. The promoter stake is 73.47% held by Nippon Life Insurance Co followed by 14.57% by DII, 6.90% by the public, and 5.06% by FII. Nippon earns revenue 97.7%

Food 59

Food Management Marketing Marketing 59

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. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

FEBRUARY 14, 2023

He has handled multiple roles such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, and Construction Materials. Amar Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.

Healthcare 59

Healthcare Retirement Investing Investments 59

Inside Information

FEBRUARY 1, 2024

The other reaction was an eager embrace by salespeople who wanted to borrow the credibility of these allegedly-impartial calculation engines. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds. Is this going to replace us?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Brown Advisory

APRIL 1, 2015

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. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

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

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. Sarah Livesey is my audio engineer. Atika Val Brown is my project manager. Anna Luke is my producer.

Math 130

Math Management Insurance Assets 130

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

Sara Grillo

APRIL 11, 2022

Yeah, I did that early in the 1990s, that I had some understanding of portfolio management after allows in the investment industry, it seemed to me I should have some understanding, and it was odd that the firm that I worked for torpedo didn’t require any training at all, except you know what they wanted you to have.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

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.

Economy 52

Economy Taxes Clients Assets 52

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. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. 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. Justin Milner is my audio engineer.

Investments 147

Investments Investing Clients Assets 147

Abnormal Returns

JANUARY 20, 2023

bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. howardlindzon.com) ETFs Barry Ritholtz talks with Jennifer Grancio, the CEO of impact investment group Engine No.

Advertising 245

Advertising Medical Portfolio Management Engineering 245