Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. BLS recruits, just like all other organizations, recruits at college campuses. RITHOLTZ: Sure.

Portfolio 130

Portfolio Management Assets Investing 130

Diamond Consultants

SEPTEMBER 20, 2022

Are there any special considerations that may impact your decision (such as a large outstanding deferred comp balance, obligations from an existing recruiting note, etc.)? Are there mandates for the number of days spent in the office for advisors or support staff? Do you want a firm that offers equity? Office Space and Requirements.

Recruitment 52

Recruitment Clients Banking Retail 52

The Big Picture

FEBRUARY 21, 2023

And for advice, for us, too, is also a matter of you think about advisors, how are we using model portfolios to make their result better? Like, I can just get private equity into my clients’ portfolios. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined. BUCKLEY: Yeah.

Clients 265

Clients Investing Investments Retirement 265

Clever Girl Finance

NOVEMBER 16, 2022

Well, while you can make a little money selling the inventory, the real way to make money in an MLM is by recruiting new distributors underneath you. It's easy to see situations where this worked for a small number of people and assume it will work for you. Sounds straightforward, right? Such as Apple or Microsoft.)

Education 79

Education Financial Planning Investing Investments 79

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 280

Assets Clients Investing Investments 280

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And your bio explains how you were recruited to Vanguard. I had a number of relationships that I built up and had another job lined up in New York City. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. These factors have combined to drive a number of spinoffs in the industrial sector of late, and in many cases these worked out very well for shareholders. For example, Danaher spun out Fortive in 2016.

Assets 52

Assets Valuation Clients Education 52

Clever Girl Finance

NOVEMBER 19, 2023

Today, the number of remote jobs has skyrocketed and the shift to working remotely is likely here to stay. Make sure to highlight your skills and years of experience and show your portfolio. At Pearson, remote work is available to 51% of the company and that number is likely higher now due to COVID.

Recruitment 52

Recruitment Engineering Media Education 52

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 280

Consulting Management Numbers Investing 280

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

Startup 139

Startup Advertising Engineering Numbers 139

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. RITHOLTZ: Right. GREW: Um, and they really need somebody who understands a criminal law.

Clients 148

Clients Management Engineering Investing 148

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. So into the fray.

Management 263

Management Investing Investments Economics 263

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. That’s a really easy portfolio to create. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. WAGNER: You know there are a number of things that occurred. . ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. How does this happen?

Investing 130

Investing Investments Assets Insurance 130

SEI

SEPTEMBER 17, 2022

So I don't know if we have a full quantification yet, because I think it'll be a dynamic, ongoing process, but I think as people monitor our expense numbers and start to look at that unit, you will start to see those expenses coming down. Maybe if you can just comment on your advisor recruiting efforts. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 188

Banking Government Insurance Taxes 188

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. These are big numbers.

Management 139

Management Recruitment Numbers Banking 139

Good Financial Cents

JULY 11, 2022

If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. For example, you could use your earned income to purchase rental properties or invest in a dividend stock portfolio. 7: Start a home-based business.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Inside Information

OCTOBER 31, 2022

At the recent Insider’s Forum conference, the number one topic of worried conversation was not the markets, succession planning, or politics. What happens when share prices fall, portfolios drop, AUM fees are diminished and that 25% profit margin becomes an operating loss? But after 40 years, it starts to present some challenges.

Financial Planning 40

Financial Planning Recruitment Clients Planning 40

The Big Picture

AUGUST 16, 2022

And then in 1982, Dean Witter recruited me to join them and to really start managing what was their fledgling hedge fund practice, which was really with CTAs back in that era, and then evolved into, you know, more macro style funds. And in fact, I think we got as high as 20 early in my career. RITHOLTZ: Wow. Who’s added to risk?

Management 286

Management Assets Risk Management Valuation 286

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs? It seems a little bit odd to me.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 139

Banking Management Investing Investments 139

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 156

Valuation Investing Investments Numbers 156

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. 00:03:03 I got rejected at all of them really.

Management 276

Management Investing Investments Economy 276

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

FEBRUARY 4, 2024

declared bankruptcy, according to Roth Capital Partners—six times the number in the previous three years combined. Time ) • Iranian agent recruited Hells Angels in murder-for-hire plot : The plot is the latest in a growing list of interrupted Iranian-backed plots against regime dissidents around the world, including on U.S.

Recruitment 130

Recruitment Portfolio Management Retail Economy 130

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 273

Media Investing Investments Valuation 273

The Big Picture

JANUARY 23, 2024

And then in 2007 got recruited into Obama and that’s when I moved to DC Barry Ritholtz : 00:05:43 [Speaker Changed] Huh. 00:29:46 [Speaker Changed] And so Commonwealth fusion companies like Avalanche, which are, which are in the lower carbon portfolio, are incredibly exciting. I lived in Rhode Island working for a senate race.

Government 130

Government Startup Manufacturing Investing 130

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter bird tweets, and tweets!

Banking 59

Banking Government Economics Taxes 59