The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so when the recruiter called me, I said, you know, it sounds really interesting.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So we have a pretty well tried and tested campus recruitment approach.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

FEBRUARY 17, 2025

Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I did a lot of options math, which I thought was interesting. 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount.

Investing 147

Investing Investments Economics Management 147

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

APRIL 8, 2025

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? There Lisa Shalett : Were certainly remnants. Sally and I grew up at Sanford Bernstein together Oh. As baby analysts. Remember that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. RITHOLTZ: Meaning it would be a recruitment challenge. My mom was a math teacher so — RITHOLTZ: Okay. I then got just very lucky.

Valuation 173

Valuation Investing Investments Numbers 173