Remove Concentration Remove Credit Risk Remove Numbers Remove Risk Management
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Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management.

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Transcript: Ted Seides

Barry Ritholtz

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. The challenge is unlike the S&P 500, hedge funds sit in a box that has underlying credit risk from prime brokers. Less, 20, 30%?

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Transcript: Ken Kencel

Barry Ritholtz

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. Ken was there at the beginning of the private credit markets when he was working at Drexel. What is the state of private credit looked like today?