Remove Ethics Remove Manufacturing Remove Portfolio Management
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you bring your work ethic and your sense of accountability into the office? How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? We have everything documented in detail.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

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. Again, from a, from a values and and work ethic perspective. I’ve also had the, the, the great opportunity to, to work for some great leaders and, and managers.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

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
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Transcript: David Layton

The Big Picture

You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor. My dad was a business person and had a tremendous work ethic. It’s a little bit more like a factory feel.

Clients 147
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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Are commissions bad?

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59