The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. We just get to focus on assets and asset risk management.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

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 154

Clients Management Engineering Investing 154

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. Who’s added to risk? Who’s got risk?

Management 296

Management Assets Risk Management Valuation 296