The Big Picture

JANUARY 30, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. I, if you want to see someone who’s been immersed in branding and media and marketing for a whole career, it’s harder to find somebody with Sarah’s breadth of experience.

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Media Wealth Management Investing Investments 141

The Big Picture

OCTOBER 19, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry. How did you end up at Vanguard?

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The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Management Investing Investments Portfolio 152

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

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Investing Investments Valuation Portfolio 284

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. When do you own growth? When do you own equity?

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Assets Management Portfolio Marketing 161

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. You end up going to Columbia B School. Tom Wagner, welcome to Bloomberg.

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Investing Investments Assets Insurance 130

Midstream Marketing

OCTOBER 27, 2019

One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. People aren’t going to just “take your word for it” that you know what you’re talking about.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

SEPTEMBER 15, 2019

As someone who has been an active part of the world of digital marketing and wealth management and financial planning for the last decade and a half, it’s easy to see why staying current on all the latest tips, tricks, best practices and trends in the industry is important. Above the Market.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

Indigo Marketing Agency

OCTOBER 25, 2019

We know that embracing a specialty is the most critical decision you can make in your marketing. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty. How he uses niche marketing to reach his ideal clients. Proven successful specialty marketing tricks.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

Good Financial Cents

JULY 11, 2022

Ad Fill your free time and make extra money from the comfort of your own home Savvy internet users are turning to companies like Survey Junkie to make additional money. Click your state to get started. My Multi-Level Marketing Mistake. Dividends are usually paid quarterly and are taxable at your marginal tax rate.

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Financial Advisor Accounting Insurance Media 116

The Big Picture

FEBRUARY 28, 2023

They’re the largest listed buyout firm in Europe. They are decidedly not your typical private equity firm, not your typical Wall Street firm. They have a very thoughtful approach and a very long-term approach to making investments in the private markets. He has been with the firm his entire career.

Investing 141

Investing Investments Clients Assets 141

Steve Sanduski

NOVEMBER 7, 2022

Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry’s largest custodians. Ben identified 3 key areas that are on his radar: 1) advisory firm growth (or lack thereof), 2) attracting and retaining talent, and 3) managing your business in a future that may have more headwinds than tailwinds.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97

The Big Picture

APRIL 25, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. We retained your firm. I said, yes.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

NOVEMBER 21, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:07 [BARRY RITHOLTZ] This week on the podcast. His firm, altimeter Capital, runs over $10 billion. There were double digit interest rates in America, double digit inflation.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

NOVEMBER 15, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. NADIG: Yeah.

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Management Assets Portfolio Investing 268

The Big Picture

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I was working at UBS in wealth management. And with that time, I ended up freelancing for the likes of GQ, for the Financial Times, how to spend it. So I was a kid.

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Retail Insurance Advertising Numbers 161