Remove investor 2022 09 06 how-to-talk-to-clients-about-inflation
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Let’s talk about your background, which is really kind of fascinating.

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Transcript: Tom Hancock, GMO

Barry Ritholtz

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. And so the average investor is unaware of them. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place? Really fascinating guy.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

The firm runs about $34 billion. I’ve, I’ve written about them before. I want to get into that before we start talking about asset management. You know, how do you understanding the spread, how do you treat the spread, when do you treat the spread? They have a truly unique approach to investing.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

00:00:06 [Barry Ritholtz] This week on the podcast, I have yet another extra special guest, Linda Gibson, CEO of PG imm Quantitative Solutions. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:01:15 How does that lead to running a group of quants?

Math 52
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Transcript: Cathy Marcus, PGIM Real Estate

Barry Ritholtz

00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest. Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. So people often ask me how at the age, literally of 17, I knew that I wanted to be in real estate.

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Transcript: Armen Panossian

Barry Ritholtz

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That’s very much a top down view from what Howard Marks was setting up.

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Transcript: Liz Ann Sonders, Schwab

Barry Ritholtz

Liz Ann was one of the earliest guests on the show, and we reminisce a little bit about that, that first appearance. I don’t know what else to say about her. She gets to see a huge amount of activity from the inside, and she, on a regular basis, speaks to investors, speaks to advisors, speaks to institutions. It was 2015.