Financial Advisor Source

Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Our challenge is to find differentiated investments which combine at the portfolio level to limit individual factors but still produce double-digit annualised absolute returns over the long-term. Source: Bloomberg.

Investing

Investing Investments Portfolio Accounting

Transcript: Albert Wenger

The Big Picture

SEPTEMBER 19, 2022

Tell us about that and where that led you. Tell us a little bit about — WENGER: It was an early Web 2.0 Tell us a little bit about that experience. Let’s figure out what we believe, and then let’s find companies that fit with that.” Tell us what these theses are and how do they drive your investment?

Valuation

Valuation Investing Investments Engineering

Transcript: Marta Norton

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. NORTON: Yes, that’s right, which you can find in the monthly labor review. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? And so, I came of age in the global financial crisis.

Portfolio

Portfolio Management Assets Investing

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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ESG and the Stock-Picker’s Dilemma

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.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

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. Fri, 09/22/2017 - 12:58.

Portfolio

Portfolio Investing Investments Management

Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.

Investing

Investing Investments Valuation Electronics

Masters in Business: The Emerging Manager Playbook

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. Like Tiger Global.

Management

Management Investing Investments Economics

Transcript: Michael Rockefeller

The Big Picture

DECEMBER 19, 2023

It’s beta neutral, market neutral. It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged.

Healthcare

Healthcare Portfolio Investing Investments

Transcript: Marcus Shaw

The Big Picture

NOVEMBER 22, 2022

It’s Tony Ressler of Ares, Marc Rowan of Apollo Global. And so I think that’s always a challenge that they’re not a ton of people that are in the seats, that are getting access to, in this case, black students from across the country. That’s the biggest challenge. You may go to school with somebody.

Recruitment

Recruitment Engineering Investing Investments

Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. Tell us a little bit about how that led you to working with some of the managers that worked with the Yale Endowment. ” But I really had an interest in trying to work directly in markets. You’re a global investor. RITHOLTZ: God. SEIDES: Yeah.

Management

Management Investing Investments Government

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

NOVEMBER 14, 2023

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. And the woman said to me, you might wanna come back and work for us. But that was Linda’s career path.

Math

Math Management Insurance Assets

Transcript: Kathleen McCarthy

The Big Picture

DECEMBER 14, 2022

. The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate , is below. Kathleen McCarthy is the global co-head of real estate for private equity giant Blackstone. in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate.

Assets

Assets Investing Investments Portfolio

Transcript: Ilana Weinstein

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. 2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. What were your early career plans?

Management

Management Recruitment Numbers Banking

Transcript: Liz Ann Sonders, Schwab

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. An SUV plowed into us. I mean, we were a little banged up, but, you know, a giant SUV just crunched us. That was the great bull market.

Investing

Investing Investments Marketing Marketing

Transcript: Peter Borish

The Big Picture

JUNE 27, 2023

And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets. I found this to be a master class in a humble approach to markets and being aware of your own limitations in order to obtain the best possible results as a trader and investor.

Math

Math Risk Management Marketing Marketing

Transcript: Cliff Asness

The Big Picture

MARCH 21, 2023

Tell us a little bit about that. So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. ASNESS: A lot of us think they should. And I was nervous because he’s Mister Efficient Markets and rational. I ended up at the University of Chicago.

Valuation

Valuation Investing Investments Numbers

Transcript: Antti Ilmanen

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. He didn’t have many good guys with one of us.

Investing

Investing Investments Valuation Portfolio

Transcript: Dave Nadig

The Big Picture

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Management

Management Assets Portfolio Investing

Transcript: Shomik Dutta, Overture Ventures

The Big Picture

JANUARY 23, 2024

You know, watching the president sort of go from a US senator who’s still paying off his law school loans to stepping into the most important job in the world was an inspiring and crazy experience. And so there is a, you know, the sparkle I take away from the Obama days was a challenge from him, which is that we should do big things.

Government

Government Startup Manufacturing Investing

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