The Big Picture

MAY 9, 2023

We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets. And also, I used to sit back and think, this is great.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.

Clients 152

Clients Investing Investments Management 152

International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Asset Management. Credit Risk Management. Small business and corporate finance.

Management 52

Management Valuation Certification Financial Market 52

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance.

Insurance 59

Insurance Financial Advisor Retirement License 59

Brown Advisory

MAY 25, 2017

With this process, we distill historical and projected financial, strategic and qualitative issues into a single statistic.This keeps our decision making objective and prevents us from making gut calls about risk-reward dynamics in a given situation. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Management 293

Management Assets Risk Management Valuation 293

The Big Picture

SEPTEMBER 26, 2023

Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. And if they don’t, we’re happy to own them at the valuation that we are creating that company act.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking 152

Banking Assets Government Investing 152