The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

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Math Management Insurance Assets 130

The Big Picture

JANUARY 30, 2024

The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment. They’re now over $40 billion. I think they’re the largest independent digital advisor that’s out there.

Media 141

Media Wealth Management Investing Investments 141

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Good Financial Cents

JULY 28, 2023

Only a small fraction of individuals or companies globally can boast such immense wealth. Now, let’s delve a bit deeper, shall we? Roger Federer: Tennis Titan – This globally recognized athlete proves that sports can indeed yield nine-figure incomes, as evidenced by his impressive earnings of $106,300,000.

Investing 52

Investing Investments Management Taxes 52

Brown Advisory

APRIL 6, 2020

For many years, we have used our ESG research process to examine a wide range of factors that we believe influence a company’s long-term health and prosperity, such as employee treatment, customer care, health & safety, and other responsible management practices. Microsoft technology is also supporting patient care and COVID-19 research.

Investing 52

Investing Investments Healthcare Executive Compensation 52

Brown Advisory

APRIL 6, 2020

For many years, we have used our ESG research process to examine a wide range of factors that we believe influence a company’s long-term health and prosperity, such as employee treatment, customer care, health & safety, and other responsible management practices. Microsoft technology is also supporting patient care and COVID-19 research.

Investing 52

Investing Investments Healthcare Executive Compensation 52

The Irrelevant Investor

JANUARY 2, 2021

Morgan Asset & Wealth Management just put out their 2021 outlook. Source: Eye on the Market Outlook 2021: The Hazmat Recovery If someone told you that a global pandemic would come out of nowhere and grind the economy to a halt, you would have been incredibly bearish on the stock market. Michael Cembalest and his team at J.P.

Taxes 52

Taxes Assets Tax Planning Government 52

Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy achen Fri, 08/25/2017 - 11:34 Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. 6th Edition, 2015. In Their Own Words.

Management 52

Management Valuation Financial Services Investing 52

Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy. Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. yield compared to the global equity market which trades on 4.6%.

Management 52

Management Valuation Financial Services Investing 52

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Joe Baratta is the Global Head of Private Equity at PE giant Blackstone, where he has worked since 1998. Happy to be here.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

MARCH 12, 2024

Sean Dobson : I have one in my office now. And all of a sudden you have a loan that was worth, you know, a hundred cents on the dollar and now it’s worth 30 cents on the dollar, and you knew that eight months into the loan, or eight months, or maybe a year ago or two years ago. Now, because the prices have been reset.

Banking 141

Banking Investing Investments Marketing 141

Aleph

APRIL 4, 2023

Mar 27, 2023 Transcript: Betsy Cohen on SVB and Tech Dealmaking Now [link] Time to focus on profitability, then maybe deals come. Team managers hope players feel less physical and mental fatigue as a result. A host of startups are now working with retailers to the process more efficient — and even profitable [link] Looks promising.

Banking 59

Banking Economics Advertising Insurance 59

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. ROBERT KOENIGSBERGER, FOUNDER, CHIEF INVESTMENT OFFICER, MANAGING PARTNER.

Banking 152

Banking Assets Government Investing 152

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. Now let’s get started. Now let’s talk about what passive income is not.

Accounting 105

Accounting Investing Investments Media 105

Brown Advisory

MAY 16, 2016

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire’s largest business is property and casualty insurance, with GEICO the most recognizable brand. PCP is a business that requires a good manager, and it has an outstanding one in Mark Donegan.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

MAY 16, 2023

He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. LINDZON: No, they call it, now they call it web three. ” And now the two of them are the two Mac daddies in the space.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. Now, the good news is you could lease ’em, you could lease seats on a, on a monthly basis. Nothing like that happened.

Taxes 268

Taxes Banking Clients Management 268