Carson Wealth

JULY 18, 2025

Social engineering: Criminals try to manipulate individuals into providing confidential information, compromising security measures, or sending money. Given the importance of digital activities in wealth management today, cybersecurity should be considered a vital part of a strategic financial plan.

Wealth Management 52

Wealth Management Accounting Media Planning 52

The Big Picture

APRIL 29, 2025

00:27:56 [Speaker Changed] So let’s talk a little bit about risk management. But talk a little bit about your risk management and the downside protection you deploy to make sure that volatility like we’ve been seeing doesn’t hit the bottom line too hard. My audio engineer is Steve Gonzalez.

Management 130

Management Assets Portfolio Insurance 130

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Zweigs track record speaks for itself. TXRH TEXAS ROADHOUSE INC 92% $170.04 $11,299 26.3

Risk Management 52

Risk Management Valuation Portfolio Sales 52

The Big Picture

MAY 6, 2025

And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong. Worst case downside. Exactly right.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

SEI

AUGUST 23, 2022

Client Operations and Implementations Manager. Risk management. Project management. Amy Lane is currently SEI Sphere’s Client Implementations and Operations Manager. For over 13 years, she managed SEI’s Disaster Recovery test exercises and coordinated with the technology teams to enhance their recovery strategies.

Risk Management 52

Risk Management Wealth Management Engineering Communication 52

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. Sarah Livesley [ph] is my audio engineer. RITHOLTZ: Right.

Management 299

Management Assets Risk Management Valuation 299

BlueMind

NOVEMBER 24, 2022

Demand Greater Risk Management Andrew Carnegie , the world’s richest man in his late 19th-century days, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.”

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

FEBRUARY 26, 2023

The company provides digital business, product engineering, agile infra & security, IoT, analytics, and digital process transformation services. CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Stock P/E 56.1

Retail 98

Retail Insurance Manufacturing Sales 98

Trade Brains

SEPTEMBER 13, 2024

One of Timken’s four global innovation hubs, the Bangalore Technology Centre improves customer access to state-of-the-art engineering know-how and technical innovations. Additionally, Aurinopro’s Credit Risk Management Solutions offer a comprehensive suite that simplifies credit loan origination, assessment, and management.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Trade Brains

FEBRUARY 8, 2024

From its beginnings as a wagon manufacturer, JWL has transformed into a diversified leader in railway engineering, propelling itself on the tracks of India’s booming infrastructure development. Business Overview: A legacy of excellence Jupiter Wagons Limited, an integrated railway engineering company, started in 1979.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

The Big Picture

MARCH 7, 2023

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. I’ve focused much more on risk management, downside risk hedging. Atika Valbrun is my project manager. VASSALOU: Yes.

Assets 167

Assets Management Marketing Marketing 167

Discipline Funds

DECEMBER 28, 2022

Investment Thoughts and Lessons from credit guru Howard Marks Real, Real Returns – Thornburg Where do equity returns come from? –

Investing 52

Investing Investments Asset Allocation Portfolio 52

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

DECEMBER 19, 2023

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. What do you do in terms of risk management? Sarah Livesey is my audio engineer. Not, not, not too bad.

Healthcare 157

Healthcare Portfolio Investments Management 157

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 144

Assets Management Portfolio Investments 144

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: It’s an engineering feat. My Audio Engineer is Justin Miller. Tell us what it was like when everything hits the fan in ’08-’09 derivatives blowup not that you were playing in the — in the worst …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. Bob Bragg is my audio engineer. Atika Valbrun is my project manager. You also have an S&P 500 Covered Call.

Clients 157

Clients Investments Investing Management 157

Tucker Advisors

SEPTEMBER 8, 2021

These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities. Even major corporations, such as GM, FedEx, DowDuPont, Lockheed, Molson Coors, Kimberley-Clark and others, have transferred their pension funds into annuities.

Retirement Pension 52

Retirement Pension Retirement Planning Financial Advisor 52

Brown Advisory

DECEMBER 2, 2019

Transportation: The American Society of Civil Engineers (ASCE) reports that more than 40% of buses and 25% of rail assets are in marginal or poor condition in the U.S., This research has become an essential component of our fixed income investment process.

Marketing 52

Marketing Marketing Transportation 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

DECEMBER 2, 2019

Transportation: The American Society of Civil Engineers (ASCE) reports that more than 40% of buses and 25% of rail assets are in marginal or poor condition in the U.S., This research has become an essential component of our fixed income investment process.

Marketing 52

Marketing Marketing Transportation Investments 52

The Big Picture

AUGUST 15, 2023

Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. How do you respond to this is a risk management filter that allows us to identify the worst actors in corporate America? I got an engineer, I got all the latest equipment.

Management 130

Management Investments Investing Government 130

The Big Picture

APRIL 18, 2023

We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of. Sebastian Escobar is my audio engineer. Atika Valbrun is our project manager.

Assets 157

Assets Investments Investing Valuation 157

The Big Picture

NOVEMBER 14, 2023

We just have to think about managing the money in the best way that we can. 00:34:11 [Speaker Changed] What about, since people are talking about hedging, how do you think about risk management? So 00:34:26 [Speaker Changed] Risk management is very much embedded in our process. Sarah Livesey is my audio engineer.

Math 130

Math Management Insurance Assets 130

Sara Grillo

AUGUST 14, 2023

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JULY 23, 2022

It also provides engineering procurement construction (EPC) solutions in the area of GIS and AIS. RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. KEI industries have a global presence and supply products to more than 45 countries around the world.

Manufacturing 52

Manufacturing Government Investments Investing 52

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. Justin Milner is my audio engineer. Atika Valbrun is my project manager. I speak in many conferences.

Investments 130

Investments Valuation Investing Portfolio 130

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. My audio engineer is Meredith Frank. Atika Val is our project manager. You know, it was all this like structuring and like tax and legal and accounting stuff. Those are on Apple Premium Podcast for the end of the fourth quarter of 2023.

Banking 130

Banking Retail Math Management 130

The Big Picture

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? What were you trading and what was he looking at?

Math 144

Math Risk Management Marketing Marketing 144

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. I graduated college, realized I needed to get a job. RITHOLTZ: Sure.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. We have a million models, we have our own technology, we have our own philosophical investment ideas within each of our engines and we use tech to make us better at that. We have two quant engines. GOG, third engine.

Clients 157

Clients Management Recruitment Engineering 157

The Big Picture

OCTOBER 19, 2022

They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. Sebastian Escobar is our audio engineer. Atika Valbrun is my project manager. So one of the other giants in the space is BlackRock. RAMPULLA: Yeah.

Clients 280

Clients Financial Advisor Taxes Investments 280

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

Recruitment 144

Recruitment Management Numbers Banking 144

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. Paris Wald is my producer.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MARCH 27, 2023

Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. Justin Milner is my audio engineer. Atika Valbrun is our project manager. MIELLE: — interviewed. But that’s the thing. RITHOLTZ: Yeah. I’m Barry Ritholtz.

Assets 280

Assets Investments Investing Management 280

The Big Picture

MARCH 5, 2024

And understand what risk we’re taking on. And our final question, what do you know about the world of investing of credit, of risk management today that you wish you knew when you were first getting started 30 years or so ago? Sarah Livesey is my audio engineer. Atika Verun is my project manager.

Banking 144

Banking Portfolio Assets Investments 144

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zero’+’Rodha’ where ‘Rodha’ means barrier.

Investing 98

Investing Investments Accounting Education 98