Sara Grillo

APRIL 10, 2023

James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space. Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 141

Assets Management Portfolio Investing 141

Good Financial Cents

AUGUST 12, 2023

Whether it’s investment in different market sectors, rental properties across various locations, or a mix of bonds and stocks, diversification is a fundamental risk management strategy in financial planning. By diversifying across various passive income avenues, financial stability is often enhanced.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. We probably had 700 employees at that time, but only about $30 billion in assets under management. So it was really, really fun startup, very collaborative, felt like a family. They have a risk management technology.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

Investing 98

Investing Investments Accounting Education 98

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. Matt Levine : 00:21:48 Like there are fascinating stories about like, this is not in public companies, this is not the problem at all, but like ride sharing startups like SoftBank was fi financing all these ride sharing startups, right?

Retail 130

Retail Banking Math Management 130

The Big Picture

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. And it is slightly surreal. This traces its roots back to 18th century sugar trading, right? How old is Man Group? GREW: Well, it’s 240 years old. Put it that way, 1783.

Clients 152

Clients Management Engineering Investing 152

The Big Picture

APRIL 18, 2023

RITHOLTZ: But you’re not dealing with startups; you’re dealing with — BARATTA: Correct. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of.

Assets 152

Assets Investing Investments Valuation 152

SEI

SEPTEMBER 6, 2022

By issuing a token, a startup project can now tap into a larger pool of investors—beyond the traditional VC fund—including, for the first time, the retail investor. Risk management theory—there are so many types of crypto assets and many have transformative characteristics based on when and how you use them.

Assets 52

Assets Investing Investments Government 52

The Big Picture

NOVEMBER 28, 2023

And so my career made another pivot to go from the treasurer of a startup credit card company to being the treasurer of the eighth largest bank in the country. So in 2021, our intrigue with futuristic technology led us to buy startups.

Banking 252

Banking Media Economics Food 252