The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. Since then, it’s grown to about $7 billion. 00:08:21 [Speaker Changed] Wow.

Healthcare 162

Healthcare Portfolio Investing Investments 162

The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.

Clients 162

Clients Investing Investments Management 162

WiserAdvisor

MAY 13, 2025

High-yield bonds can enhance returns but carry greater default risk. Healthcare for long-term stability and resilience. Reinvesting dividends can further enhance long-term portfolio growth. Sector ETFs focus on industries such as technology, healthcare, or energy, allowing investors to capitalize on sector-specific growth.

Retirement 52

Retirement Portfolio Investing Investments 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. Let’s talk a little bit about portfolio analytics, financial planning tools. RAMPULLA: Yeah. RAMPULLA: Yeah.

Clients 286

Clients Financial Advisor Taxes Investing 286

The Big Picture

MAY 9, 2023

We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets. And also, I used to sit back and think, this is great.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 26, 2023

Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time.

Banking 130

Banking Investing Investments Clients 130