Searching...
20 results for “wealth management”
Concept6 mentions across episodes
wealth
Topic4 mentions across episodes
wealth management
“Why we fired our wealth manager and started investing everything ourselves”
...like, a wealth manager and just do nothing with our day. What are we gonna do with our day? Why don't we why don't we invest our own money? Which was a great decision in hindsight in the sense that, l
28:40 / 29:22
founder story28:40 – 29:22
...The large wealth management platforms are starting to look like institutional investors. The wirehouses are putting large portions of capital into private markets. But then you have large independent wealth managers, the creative plannings, the Marin
15:43 / 16:49
from transcript15:43 – 16:49
...wealth management market and the private equity being a force for good concept. First of all, as I mentioned, the families themselves are very wealthy. They have enough money to keep in fixed income cash to fund their lifestyle and deal with things.
10:26 / 11:32
from transcript10:26 – 11:32
...wealth management client that might have 5 to $15,000,000. They can't have that type of 40% allocation, 50% allocation to privates, but they can probably do 10 to 15%. And maybe it's two or 4% right now. And often it's in, like, multifamily real esta
11:03 / 12:28
from transcript11:03 – 12:28
...asset management firms successful in those new frontiers? You have to take each one separately. So private wealth is the one that everyone has their eye on, and it is very much driven by brand. You've seen more success from large managers that can ge
8:14 / 9:21
from transcript8:14 – 9:21
...Preserving wealth is to make sure we preserve it with inflation involved. So we have to have returns that outpace inflation. At the same time, we think that we can give you a consistent long term return where you'll outpace the normal living standard
23:59 / 25:05
from transcript23:59 – 25:05
...wealth preservation because I'm concerned about risk in the market. But if we change the utility to focus on what is the outcome and assemble the right asset classes that give us the highest likelihood of achieving, I think everyone wins in the long
17:14 / 18:28
from transcript17:14 – 18:28
...For the wealthier clients, it's a little bit less of an issue because sometimes they have so much money. Liquidity is nothing for them. They get tired of liquidity. So they're okay throwing a chunk of their assets and things. They don't want to mark
41:52 / 43:03
from transcript41:52 – 43:03
...management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets. These days, almost every institutional portfolio incorporates significant allocations to alternatives to prod
2:57 / 4:03
from transcript2:57 – 4:03
...in active management. We do believe that skill exists and is sustainable. That in itself is something people could debate, but we believe in it. We don't think that skill is widely available in equity markets today. Technology means that it's being a
32:54 / 34:03
from transcript32:54 – 34:03
“We partnered on a three part series with Experian, which is a wealth management firm. We've had panelists from companies like Investopedia, Goldman Sachs. We've also had events with the women at groups at firms like Salesforce and Microsoft.”
...which is a wealth management firm. We've had panelists from companies like Investopedia, Goldman Sachs. We've also had events with the women at groups at firms like Salesforce and Microsoft. So the th
14:07 / 14:48
Business Mechanics14:07 – 14:48
the rational sort of discussion. So, Ryan, if you and I were sitting down and I showed you all the data on a piece of paper of the historical risk adjusted returns of private equity versus public, like, you would you would do that all day long. But i
19:05 / 20:32
from transcript19:05 – 20:32
...wealth funds together to compare their application of the total portfolio approach, with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and external management. Both have been thought leaders on modern port
3:00 / 4:03
from transcript3:00 – 4:03
...is the wealth that's financially intermediated. So we think of those individual investors that utilize financial advisors or financial consultants or some type of platform to help with investment management. And then the third category that I would c
9:00 / 10:02
from transcript9:00 – 10:02
The endowment, I feel like that 02/2007 period was really a magical time, not just for the endowment style, really for anything that didn't own cap weighted US stocks. And I feel like there's some rhymes and similarities to kind of that late nineties
39:03 / 40:08
from transcript39:03 – 40:08
Initially, when the fund was set up, we were in a very high interest rate environment. At the end of the seventies, equities had kind of fallen out of favor. And so it was very much a fixed income fund up until the mid-1980s. Real estate was introduc
8:12 / 9:22
from transcript8:12 – 9:22
...internal management, but I know that's not the case. No. In fact, probably the last philosophical
27:01 / 28:07
from transcript27:01 – 28:07
...wealth funds together to compare their application of the total portfolio approach, with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and external management. Both have been thought leaders on modern port
3:00 / 4:03
from transcript3:00 – 4:03
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.