The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 130

Investing Investments Clients Management 130

Trade Brains

DECEMBER 7, 2023

From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. Personal Finance for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on financial products for better investment opportunities.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

JANUARY 31, 2024

Unlocking New Career Pathways: Investment in financial training is synonymous with investing in one’s career growth. Risk Management and Compliance: Vital for risk management and audit professionals, this area focuses on identifying and mitigating risks while ensuring regulatory compliance.

Certification 52

Certification Education Financial Planning Wealth Management 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

Portfolio Management 52

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Brown Advisory

AUGUST 9, 2021

A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

International College of Financial Planning

MAY 29, 2023

Certified Financial Planner This course will help you better to understand the basics of personal finance, budgeting, investing, credit, taxes, and more, whether you’re a beginner or an Commented [RPSN1]: Certified Financial Planner advanced financial planner. Here are some options: 1.Certified

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Certified Financial Planner Financial Planner Wealth Management Certification 40

Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Zoe Financial

FEBRUARY 21, 2023

However, I have very specific investment goals and need to know what characteristics to look for. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

SEPTEMBER 25, 2023

When designing portfolios, investors might consider various things such as allocating to mixed asset classes, different types of securities or geographies. Key Benefits of Small-Cap Investing: Inefficiency – the small-cap universe is typically far less thoroughly researched than large-caps as illustrated in the charts below.

Portfolio 52

Portfolio Clients Management Investing 52

Random Roger's Retirement Planning

APRIL 7, 2024

Some portfolio managers might very well be constrained that they have to own bonds, chances are you are not constrained in that manner. I have mentioned a predecessor fund the Corey (or Corey's company) managed, the Newfound Risk Managed US Growth Fund which recently closed, it had symbol NFDIX.

Management 80

Management Portfolio Portfolio Management Risk Management 80

The Irrelevant Investor

FEBRUARY 28, 2019

A bounce of this magnitude makes a mockery of risk management. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Vee bottoms suck for tactical strategies, but they're alright for the do nothing portfolio.

Portfolio Management 52

Portfolio Management Risk Management Portfolio Insurance 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. And they are not the typical hedge fund.

Healthcare 152

Healthcare Portfolio Management Investing 152

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Brown Advisory has championed ESG research and sustainable investing for more than a decade.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Brown Advisory has championed ESG research and sustainable investing for more than a decade.

Government 52

Government Economics Investing Investments 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. 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.

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Assets Clients Investing Investments 286

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Brown Advisory has championed ESG research and sustainable investing for more than a decade.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Investors across the globe increasingly seek to incorporate ESG research into investment decisions across asset classes to align their investment outcomes with their sustainability goals.

Government 52

Government Education Economics Investing 52

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. My special guest this week is Tom Rampulla. So that was helpful.

Financial Advisor 274

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The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. He’s only responsible for $7.3 I think you will also.

Portfolio 130

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Clients 152

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And so, a lot of my research was related to trying to uncover what were the underlying risk factors. And the place where I was looking for this risk factors was in the real economy. VASSALOU: Yes.

Assets 161

Assets Management Portfolio Marketing 161

The Big Picture

NOVEMBER 14, 2023

But then this company, I’m getting off topic of the advanced management degree, but this company launched a new investment fund structure called Global Hub and Spoke or Master Feeder, you might have heard of it. And this is where I, I moved over to UAM at the time, which is the first multi boutique investment business.

Math 130

Math Management Insurance Assets 130

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Uh-oh. GREW: I know, this seems to be a process. RITHOLTZ: Right.

Clients 152

Clients Management Engineering Investing 152

Brown Advisory

AUGUST 5, 2020

Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: — of hedge funds investing in distressed at that time in the mid ‘90s.

Assets 274

Assets Investing Investments Management 274

Brown Advisory

MAY 25, 2017

Credit spreads are pushing historical tights, neither underperformance nor transaction activity is having much effect on pricing, and the spread premium of high-yield over investment-grade bonds continues to erode. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investing Investments 52

International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Investments. Asset Management. Credit Risk Management. Hedge Fund Management. Some of the things that are invariably taught in this area of specialization include –. Small business and corporate finance.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

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