Wealth Management
JUNE 20, 2025
Understanding quality [data] … and then [data] governance … can be like fixing holes in a bucket, if you don’t get a handle on it early,” said Cook. “I’ve been in long meetings trying to determine which email address is the right one to send a note to,” to emphasize his points about data quality and a single source of truth, he said.
Validea
FEBRUARY 14, 2025
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.
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Nerd's Eye View
AUGUST 8, 2023
In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)
The Big Picture
MAY 17, 2024
She also leads the firm’s environmental, social and governance research. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee. His podcast is “ The Sherman Show.”
MarketWatch
MARCH 14, 2023
banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 billion across eight funds as of January. The flip-side scenario is that the U.S. All three major U.S.
The Big Picture
JUNE 1, 2024
Businessweek ) • What went wrong with capitalism : America has become unhealthily dependent on loose money and big government, argues Ruchir Sharma. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. (from Nathaniel Popper’s forthcoming The Trolls of Wall Street ).
Brown Advisory
JUNE 13, 2022
Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.
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