Engineering Portfolio Management Risk Tolerance 
Trade Brains
JUNE 9, 2025
They specialize in the manufacture of parts and systems for various industries, including Cement, Oil & Gas, and engineering sectors. Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions.
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.
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The Big Picture
FEBRUARY 28, 2023
The amount of allocation that people put into private markets certainly depends on people’s risk tolerance. Justin Milner is my audio engineer. Atika Valbrun is my project manager. Now, it’s certainly not for everyone, right? This is an illiquid asset class. RITHOLTZ: Right. Sean Russo is our head of Research.
The Big Picture
MAY 13, 2025
Having some balance and diversification, being thoughtful about how you construct a portfolio and, and perhaps getting the help of an advisor to do that, if an investor would benefit from that. John Wasserman is my audio engineer. How not to invest at your favorite bookstore today. I’m Barry Riol.
The Big Picture
MAY 9, 2023
And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. Investment banks were not really a known concept in the area where I grew up.
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. And the main one is that it used to be that hedge funds were populated with risk-tolerant investors. Justin Milner is my audio engineer. Atika Valbrun is our project manager. Paris Wald is my producer.
The Big Picture
DECEMBER 28, 2022
First, Jack engineered what was supposed to be the great merger made in heaven, combining old fashioned Wellington with all of the integrity that it might have had in days gone by, heavy sales load, heavy on sales activities, not so good on investing, combined with a hot ticket group in Boston. Justin Milner is my audio engineer.
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