The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. He is now providing strategic investments to multi manager funds. Good, good timing.

Management 270

Management Investing Investments Economics 270

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Clients 290

Clients Wealth Management Investing Investments 290

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. It is not representative of an actual portfolio. Muted Expectations.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

SEPTEMBER 26, 2023

He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. There were days when they were the only bidders for any type of fixed income, putting a hundred million dollars or more to work each day. I wanna say it’s about $179 billion in client assets.

Banking 130

Banking Investing Investments Clients 130