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Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & PortfolioManager, Trevally Capital I did this same panel with different managers each of the past two years.
He co-authored Investment Analysis and PortfolioManagement , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfoliomanagement is not a competitive sport. Most investors underestimate the stress of a high-risk portfolio on the way down.
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfoliomanager decision making. institutionalinvestor.com) A round-up of recent research on the equity risk premium including 'Equity Premium Events.' mutinyfund.com)
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. For all of us on the editorial staff, it was a busy event.
Reporting & PortfolioManagement: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfoliomanagement system.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfoliomanagement, into areas like estate and tax planning.
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfoliomanagement systems. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy
Our PortfolioManager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.
New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital. The $10 billion event-driven is a deep value-focused investor specializing in companies that need financial and operational restructuring. Then he blew up on TikTok. (
Previously, he worked as a PortfolioManager at Citadel Global Equities and as an Analyst at Millennium Management. We discuss why Woodline does not focus on Macro events, as they are market-neutral. They seek out the best and worst stocks in various sectors to run a long short portfolio.
Whether you’re a professional investor or managing your personal portfolio, this episode offers important insights into how to think about markets and risk in a systematic way.
Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & PortfolioManagement: Tamarac / Envestnet and Addepar Wealthspire 2.0, CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy I have a handful of stories like that.
Defector ) • How Mission: Impossible Became the Last Great Stunt Franchise : Over the past 27 years, the Mission: Impossible franchise became the final stronghold for “real action.” ( Inverse ) Be sure to check out our Masters in Business today with Tom Wagner, Co-PortfolioManager at Knighthead Capital.
Flexible Equity Strategy: PortfolioManager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's PortfolioManager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.
If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.
We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital.
I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!
Conversation with the PortfolioManager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?
Conversation with the PortfolioManager: Mid-Cap Growth Strategy. While both mid-cap portfoliomanagers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.
I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event. Maybe you trim a little for risk management but that is different than getting out completely. That can serve as a great stabilizer in a portfolio.
Many people have managed their own investment portfolios and have seen great results. In simple terms, self-investing refers to managing your investments entirely on your own, without hiring a financial advisor or any other professional. If you want to review your portfolio during your lunch break, go ahead! No problem!
We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital.
But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.
To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfoliomanagers since 1990, and it is top rated amongst institutional traders.
It is far easier to endure these types of events when you don't have to be correct about anything in the middle of it. Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfoliomanager, etc" Tough but fair.
Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. The emergence of any event has multiple co-dependent factors and nothing gets created out of a vacuum. The investors who do poorly are those who are always very sure of the future events. I believe we are always in uncertain times.
New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital. The $10 billion event-driven is a deep value-focused investor specializing in companies that need financial and operational restructuring.
There are about 13 different portfoliomanagers each focused on a different sub-sector. And to the credit of the portfoliomanager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.
Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.
Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfoliomanagers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.
Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.
Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.
Moderator: Brad Dunn, PortfolioManager; Meredith Shuey Etherington, PortfolioManager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away.
Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, PortfolioManager. . Planning for Your Liquidity Event and Beyond. Thursday, May 6, 2021. Approaching the Exit. Tuesday, February 2, 2021.
From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.
From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.
And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfoliomanagement. So when you go through a substantial macro event, whether it was the quants crash, or the financial crisis, or even the pandemic, does that send you back to your models to tweak them? RITHOLTZ: Right.
Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.
If in person events aren’t your thing, you can join the CFA group on LinkedIn or other CFA networking groups online. Are you looking for a portfoliomanagement or equity research job? I would suggest joining your local CFA society , even if you haven’t gotten the designation.
It also, unfortunately, goes down almost the same as MCW during tumultuous events like the Pandemic Crash in 2022. I think part of the process of ongoing portfoliomanagement is to circle back to strategies, funds and correlation studies like we regularly do here.
Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The PortfolioManagers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.
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