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Market volatility: Reminder to prepare for downturns

SEI

Nonprofits and healthcare organizations. Retirement plan sponsors. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Managing Director, Nonprofit Advisory Team, Institutional Group.

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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. For e.g. saving for a home, retirement, or Higher education. As an individual investor, CFPs are experts in the field of personal asset management.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. He was never going to retire. What, what was that transition like?

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Transcript: Ted Seides

The Big Picture

And it got to the point where there was the potential to do this nonprofit, like charitable bet. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. Probably the first one I’m ready to retire, which is a post-lockdown question.

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Transcript: Bill Browder

The Big Picture

BROWDER: I just gone the risk management committee. But if you look at the financials, they were nonprofit. And this guy, you know, there’s no mandatory retirement age for a federal judge and we got in front of this guy and he didn’t understand. RITHOLTZ: Wow. I got you $25 million to invest in Russia.