The Big Picture

MAY 9, 2023

I thought this was an absolutely fascinating way to see the world of investment management.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. John Hope Bryant is a fascinating entrepreneur and philanthropist.

Banking 141

Banking Economics Economy Business Planning 141

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. They answered about 50 questions during the five-hour gathering. hour sessions. versus 9.7%

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. 2019 Berkshire Hathaway Annual Shareholder Meeting. Tue, 07/23/2019 - 09:50. hour sessions.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has a really fascinating background, very eclectic, a combination of math and law. Not the usual combination.

Math 130

Math Management Insurance Assets 130

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. billion deal.

Clients 152

Clients Investing Investments Management 152

Don Connelly & Associates

APRIL 3, 2023

Clearly, the financial advisory industry is undergoing a major transformation. Technological advances and the democratization of investing has virtually commoditized financial advice to the detriment of advisors who continue to languish in brand obscurity.

Financial Advisor 52

Financial Advisor Financial Advice Clients Assets 52

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 3, 2023

So, you know, I I, I, I graduated college in 82 and I, I thought I was gonna take a, a few months off and regroup, and my dad didn’t think that was part of the agenda.  The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below.

Taxes 268

Taxes Banking Clients Management 268