Inside Information

DECEMBER 26, 2023

They will create more attractive cultures in order to win recruiting battles, and (separate trait) do what is necessary to keep their talent. The decisive owners will restructure their compensation packages to incentivize their firms’ best marketers and pay them based on the clients they personally service.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. We heard that people are losing faith in governments and placing more trust in corporations; notably, 64% of respondents want CEOs to take the lead on a lot of society’s issues.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. We heard that people are losing faith in governments and placing more trust in corporations; notably, 64% of respondents want CEOs to take the lead on a lot of society’s issues.

Investments 52

Investments Investing Clients Numbers 52

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And then I was called by a headhunter, by a recruiter, who said, listen, there’s this — spent a couple years at Fidelity by this time — there’s a role at this thing called LIFFE or LIFFE. RITHOLTZ: Right.

Clients 163

Clients Management Engineering Investing 163

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. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MAY 9, 2023

That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. So we have a pretty well tried and tested campus recruitment approach.

Assets 300

Assets Clients Investing Investments 300

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

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. ” And this person was doing recruiting at one of the big banks and she’s like, “Well, you need some interesting experience.

Investing 130

Investing Investments Assets Insurance 130

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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? There Lisa Shalett : Were certainly remnants. So, you know, just to, to reframe, you know, folks who are Wall Street historians will understand this chapter. Sally and I grew up at Sanford Bernstein together Oh. As baby analysts.

Asset Allocation 148

Asset Allocation Wealth Management Clients Assets 148

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. But it wasn’t like whatever skills they taught me in the PhD. ASNESS: Yeah.

Valuation 174

Valuation Investing Investments Numbers 174

The Big Picture

FEBRUARY 17, 2025

Not only do the aerial employees, a majority of aerial employees, compensation is tied to stock, it’s also tied to the performance of you, the strategies you’re responsible for managing. We have been speaking with Christine Philpots of Ariel Investments, where she is a portfolio manager for emerging market value strategies.

Investing 148

Investing Investments Economics Management 148

The Big Picture

FEBRUARY 4, 2024

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. He is the portfolio manager for the Quality Fund ( GQETX ). We listened as they grappled with their choices. (

Recruitment 130

Recruitment Portfolio Management Retail Economy 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. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59

Banking Government Economics Taxes 59