SEI

SEPTEMBER 17, 2022

I'm the analyst at Morningstar covering the financial technology space. Just so everyone knows, we have about 45 minutes, and the format will be a fireside chat. The way that we describe the expenses a lot in the banking segment is if you think about it in three buckets. Rajiv Bhatia: Got it. View transcript.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 20, 2024

Barry Ritholtz : Hey, this week on the podcast, I have an extra special guest, Mike Green, and I have been chopping it up on Twitter, arguing over passive versus active. And I thought, well, why are we wasting this on Twitter as it circles the drain? Tell us a little bit about that experience. It was VisiCalc and Lotus, right?

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JULY 11, 2023

They run about a $1.5 Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. RITHOLTZ: It’s great to have you. JOHNSON: It was Franklin.

Management 222

Management Assets Investing Investments 222

The Big Picture

NOVEMBER 25, 2024

He, he does some really, really interesting research and gets deep into the weeds on things like market structure, liquidity cascades, what really drives returns, how much should you be focused on alpha versus beta. Barry Ritholtz : I’m excited to chat with you about things besides watches and cars and real estate. It was not.

Portfolio 147

Portfolio Management Assets Marketing 147