Brown Advisory

SEPTEMBER 21, 2022

Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large. But just how far into the future the management is focused is where we pay close attention. Portfolio Holdings by Age (Years).

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And I think you will also.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

AUGUST 8, 2022

Why has technology developed the way it has and, more or less, exempt from a lot of government regulations or protected by government regulations? But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics. The School of Management was just created.

Banking 195

Banking Government Insurance Taxes 195

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 now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. But the truth of the matter is I loved it.

Clients 152

Clients Management Engineering Investing 152

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.

Math 130

Math Management Insurance Assets 130

Trade Brains

MAY 25, 2023

It doesn’t matter whether you trade for Rs 1 lakh or 1 crore, you have to pay a flat low brokerage of Rs 20 per trade. It is one of the most technologically advanced and cheap stockbrokers. is a modern technology-based trading platform with streaming market data, advanced charts, an elegant UI, and more. — Kite 3.0

Investing 98

Investing Investments Accounting Education 98

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. Why does certain anomalies persistent? And why do some seem to get arbitrage away fairly quickly? When do you own growth?

Assets 161

Assets Management Portfolio Marketing 161

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. The firm’s reputation is in the managers’ hands.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. The firm’s reputation is in the managers’ hands.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

JULY 24, 2023

MIAN, FOUNDER AND MANAGING EDITOR, STRAY REFLECTIONS: Pleasure being here, Barry. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Why can’t we accept the fact that investing is such a humbling art and requires humility of its practitioners?

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: … risk management. It was at Bank One, at the time. RITHOLTZ: Right.

Clients 286

Clients Wealth Management Investing Investments 286

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? ” Why should we care about the English monarchy, including Harry? Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. They run over $40 billion worth of assets. RITHOLTZ: Yes, I can imagine.

Banking 141

Banking Assets Investing Investments 141

Good Financial Cents

AUGUST 5, 2022

That’s why we put together this list of 10 steps on how to get rich off stocks. Ad Want to grow as an investor, no matter your level? Ad Time in the market beats timing the market The brokerage you choose matters. Examples include energy, utilities, technology, biotechnology, and health care, among many others.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

The Irrelevant Investor

JULY 19, 2016

It was originally published in 1967, and aside from technological changes, you would think it was written today. Munger is one of the most quotable investors of all time, these are a few of my favorites: The liabilities are always 100% good. Adam Smith's " The Money Game is one of my favorite investment books ever written.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

DECEMBER 18, 2017

These analysts crisscross the globe to meet with company management and visit factories and distribution centers. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. They survey customers to learn whether those customers are delighted, satisfied or ready to jump ship.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

These analysts crisscross the globe to meet with company management and visit factories and distribution centers. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Prospect for subject matter expertise and interview authorities on both sides of an issue or a debate. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

The Big Picture

NOVEMBER 8, 2022

Railways were this revolutionary technology that was going to change the world, going to change civilization, the speed with which people — roughly at the same time, remember Mary Meeker of Morgan Stanley — RITHOLTZ: Sure. And he said, “Well, why don’t I just pay you to write a report and to analyze what’s going on?”

Banking 141

Banking Valuation Economy Investing 141

Good Financial Cents

APRIL 10, 2023

For the most part, figuring out your net worth involves taking all the assets you own and subtracting your liabilities. Ultimately, that’s why many wealthy people don’t drive fancy cars or live in huge homes. I don’t know why you should be proud of something. How can you calculate your own net worth?

Investing 109

Investing Investments Assets Accounting 109

Aleph

MARCH 11, 2023

Mar 08, 2023 What I Don’t Own [link] Sounds pretty similar to me, except I primarily invest in individual stocks w/ some ETFs (together with my clients) Mar 08, 2023 The largest-ever buyout financing arranged by private credit firms would allow health-care technology company Cotiviti to pay a whopping 50% of the interest on a $5.5

Banking 59

Banking Government License Marketing 59

The Big Picture

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. Because to me, what was interesting about crypto at that point was, I mean the technology’s interesting. And there’s a reason why Lamborghini sold out for two years.

Math 152

Math Numbers Marketing Marketing 152

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

Aleph

APRIL 4, 2023

Mar 31, 2023 Battered banks have been the most lucrative short bet in US stocks this quarter, while surging technology companies delivered the steepest losses [link] It’s tough to make money shorting. Here are the charts that help explain why [link] Some interesting graphs to see. Mar 29, 2023 This Citigroup Preferred Yields 10%.

Banking 59

Banking Economics Advertising Insurance 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. And so — RITHOLTZ: So why law school? Why not go to University in Miami? Why not go for a business degree? It’s so great to be here.

Compliance 152

Compliance Wealth Management Clients Management 152

Aleph

FEBRUARY 18, 2023

This is why there needs to be many levels of teaching: high, middle, low, if you want to have all children improve. Somehow a PwC affiliate missed it at Americanas [link] PwC may have cultural problems. Feb 16, 2023 3 amateur codebreakers set out to decrypt old letters. Feb 17, 2023 Education should not be a social experiment.

Banking 59

Banking Healthcare Government Budgeting 59

Brown Advisory

MAY 16, 2016

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire is unusual among public companies—it doesn’t manage quarter to quarter, provide earnings guidance or have budgets at the parent company, although many of the subsidiaries do. Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

JANUARY 23, 2024

Co-founder and managing partner at OvaTure Climate VC focuses on all sorts of fascinating startup and climate change technology, from concrete to energy production, to storage, to carbon capture, to material science, to alternative fuels. And there was no longitudinal inherent inheritance of learnings and data and technology.

Government 130

Government Startup Manufacturing Investing 130