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 150

Clients Management Engineering Investing 150

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 283

Assets Clients Investing Investments 283

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

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 that was a really good place for us to recruit and retain talent.

Management 289

Management Assets Risk Management Valuation 289

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

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 158

Valuation Investing Investments Numbers 158

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

The Big Picture

FEBRUARY 12, 2024

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. I’m the portfolio manager and I’m actually the only portfolio manager. So I applied to half a dozen of the best programs. 00:03:03 I got rejected at all of them really.

Management 279

Management Investing Investments Economy 279

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