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 286

Assets Clients Investing Investments 286

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

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 161

Valuation Investing Investments Numbers 161