The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. So our analysts and our firm are as important as our portfolio managers.

Management 130

Management Assets Portfolio Insurance 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.

Valuation 130

Valuation Investing Investments Portfolio 130

The Big Picture

MAY 20, 2025

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.

Management 130

Management Numbers Transportation Accounting 130

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. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

Clients 162

Clients Investing Investments Management 162

The Big Picture

FEBRUARY 28, 2023

And then the related question is, how dependent are private markets on public market valuations? LAYTON: — some of the differences in valuation that have been out there. You do see some big valuations there. My dad was a business person and had a tremendous work ethic. There are some differences.

Clients 147

Clients Assets Portfolio Investing 147

Sara Grillo

NOVEMBER 14, 2022

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. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. He is an experienced trial expert witness.

Insurance 59

Insurance Retirement License Financial Advisor 59

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. ” Feb 09, 2023 Bing-O!

Banking 59

Banking Government Economics Taxes 59