The Big Picture

NOVEMBER 15, 2022

And the legal claim is the fact that you’ve got it and I don’t. And the problem is it you have to define what Bitcoin is, because there’s certain things you can put into a mutual fund or ETF wrapper and certain things you can’t, right? It’s like the mutual fund business back in the 80s.

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Mutual Funds Financing Finance Asset Management 111

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.

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Mutual Funds Assets Taxes Consultants 52

The Big Picture

MARCH 27, 2023

MIELLE: — of hedge funds investing in distressed at that time in the mid ‘90s. And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. MIELLE: I do less of that and more thinking about the business of hedge funds in general. RITHOLTZ: It’s mutual funds.

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Hedge Funds Funds Assets Financing 114

The Big Picture

AUGUST 20, 2024

And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. Entities like the s and p 500 growth fund are far more concentrated than is legally allowed by the 40 act, by which they’re governed. But the non funds, the direct ownership is primarily active.

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Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

JANUARY 22, 2025

But if you look back, I think, effective August 2020, Huawei was added to the entity list, as it's called, which severely restricts its ability to do any business with US companies at all. The company agreed, and the three of us formed a committee along with several other fools, including some HR and legal fools. We're the Motley fool.

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Bidding Taxes Mergers and Acquisitions Education 130

Fortune Financial

FEBRUARY 28, 2023

According to the Employee Benefit Research Institute (EBRI) , the following table shows the age of account holders and their average HSA balance at the end of 2020: Age Group Average Balance Less Than 25 $876 25-34 $1,899 35-44 $3,154 45-54 $4,064 55-64 $6,082 64 or Older $6,884 What are the Benefits of A Health Savings Account?

Taxes 52

Taxes Accounting Mutual Funds Exchange-Traded Funds 52

The Big Picture

MAY 9, 2023

But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. And I thought, great, I just made partner. Is this group, is this business going to exist by the end of the year? So it was certainly stressful. Capital rules were changing.

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Liabilities Assets Banks Hedge Funds 119

Sara Grillo

FEBRUARY 13, 2023

Research shows that ESG comes with higher fees, so much so that it may be better to take fee savings and donate it to a charity that has impact than actually invest in an ESG fund and pay the higher fees. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2%

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Pension Funds Investing Funds Portfolios 72

The Big Picture

JULY 11, 2023

She’s been CEO since February 2020. RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. 2020, you buy Legg Mason. Jenny Johnson is CEO of investment giant Franklin Templeton.

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Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. But by 1986 they had huge legal problems. So I took that.

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Mutual Funds Funds Banks Assets 105

The Big Picture

OCTOBER 21, 2024

You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. 00:28:55 [Speaker Changed] I would say it set the table going back to say 2020, if you look in the pandemic when, you know, world’s gonna end. Tell us what it was like trading in 2022. Is it gonna make it not make it?

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Motley Fool

FEBRUARY 22, 2025

At one point (in February 2020), the cryptocurrency was more than 90% below its previous peak. Potential catalysts ahead Mutual funds come with disclaimers that say something along the lines of "past performance is not indicative of future results." Between February 2015 and today, XRP fell at least 40% half a dozen times.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 246

The Big Picture

MAY 21, 2024

What, what was your experience during the first quarter of 2020 during the pandemic s and p down 34%. Like they were outflows throughout 23 from mutual funds. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right?

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Financing Finance Banks Assets 59

The Big Picture

JULY 15, 2024

But you run 10 different mutual funds and 10 institutional strategies. ’cause if I wait too long, especially with long duration rising, rising rates in long duration, fixed income leads to capital loss 00:25:35 [Speaker Changed] In 2020. I, I like it, you know, in 2020, you know, we’re in the pandemic, right?

Banks 59

Banks Portfolios Assets Funds 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe.

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Banks Stock Market Stock Market Legal 59