The Big Picture

NOVEMBER 22, 2022

SHAW: Barry, I think that it’s a complex question that requires actually a complex solution and a multifaceted solution. The transcript from this week’s, MiB: Marcus Shaw, CEO of AltFinance , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. It’s Howard Marks of Oaktree Capital.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. ESG and the Stock-­Picker’s Dilemma. Fri, 09/22/2017 - 12:58.

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Brown Advisory

NOVEMBER 8, 2021

We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios. Global Cooldown: Tackling Climate Change Through Our Bond Portfolios.

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The Big Picture

OCTOBER 24, 2022

Tell us about that opening gig. So there are a number of us heading in out of college into the BLS. Transcript: Marta Norton. The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I was on the Producer Price Index.

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The Big Picture

JANUARY 30, 2024

If you’re interested in marketing, branding, asset management, how do use digital tools to not only make the process less expensive and the, in the user experience better, but just to give customers what they want?  The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below. What was the career plan?

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The Big Picture

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. 00:00:06 [Barry Ritholtz] This week on the podcast, I have yet another extra special guest, Linda Gibson, CEO of PG imm Quantitative Solutions. . ~~~ This is Masters in business with Barry Ri Holtz on Bloomberg Radio.

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The Big Picture

AUGUST 15, 2023

Tell us a little bit about how that led you to working with some of the managers that worked with the Yale Endowment.  The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. SEIDES: Yeah. This was back in 1992.

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The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company.  The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below.

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Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What’s up with these “advice-only financial planners?”

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The Big Picture

MAY 2, 2023

CLYMER: So actually, when I used to visit here, your systems used to pull up the original photograph ever taken of me as a guest, and it was me at 24 years old.  The transcript from this week’s, MiB: Benjamin Clymer and Jeffery Fowler of Hodinkee , is below. And that was 15 years ago. How do you hire people? When do you do that?

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The Big Picture

OCTOBER 4, 2022

And if you could only alert people to the mistakes they were making whether it be fact checks or just showing them their biases and the heuristics they use and the rules of thumb they use that were wrong, hey, the would come around and see the light. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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