The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Big Picture

OCTOBER 24, 2022

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. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? NORTON: They can be.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s ….

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And the way the mutual fund industry is set up, the administration of the funds and the management of the investments are two different creatures.

Mutual Funds 75

Mutual Funds Consulting Consultants Funds 75

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. It is owned by huge asset managers and this is the type of stock I love, one that does well over the long run. Market neutral funds will engage in pair trading to remove market beta.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52