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. Jane Korhonen, a portfolio manager in our Washington, D.C. I wholeheartedly agree, and I suspect that AI will affect our business in a lot of ways that aren’t yet fully apparent.

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. Jane Korhonen, a portfolio manager in our Washington, D.C. I wholeheartedly agree, and I suspect that AI will affect our business in a lot of ways that aren’t yet fully apparent.

Investing 52

Investing Investments 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 152

Clients Management Engineering Investing 152

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. We love the portfolio. We love the forward on the portfolio. Very, very constructive on each of the names in the portfolio.

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. RITHOLTZ: Wow.

Management 293

Management Assets Risk Management Valuation 293

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 161

Valuation Investing Investments Numbers 161

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. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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 282

Management Investing Investments Economy 282

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. link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59