The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
The Big Picture
FEBRUARY 27, 2024
Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Andrew Slimmon, Morgan Stanley Investment Management appeared first on The Big Picture.
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The Big Picture
JANUARY 25, 2023
He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. But they also asked questions about how these managers invested their own monies.
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable. Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor.
The Big Picture
OCTOBER 28, 2023
This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.
The Big Picture
NOVEMBER 15, 2023
Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Manage all of the above toward your financial goals and plan. Merely telling people NOT to do those things is ineffective.1
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