Bloomberg Opinion columnist Barry Ritholtz interviews Francis M. Kinniry, a principal in Vanguard Investment Strategy Group responsible for capital market research, portfolio design, development of customized investment solutions, investment market commentary and research. He is a chartered financial analyst and earned his master's in business administration from Drexel University.

Bloomberg Opinion columnist Barry Ritholtz interviews Francis M. Kinniry, a principal in Vanguard Investment Strategy Group responsible for capital market research, portfolio design, development of customized investment solutions, investment market commentary and research. He is a chartered financial analyst and earned his master's in business administration from Drexel University.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Fran Kinniry Discusses Diversified Portfolios

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f8784dfa-4434-4420-ae31-ae2b002711e2/transcript

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing.

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing.

Conviction Investing: Masters in Business with Bill Miller IV

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/515b9e55-f958-4f19-8ee4-b41301564660/transcript

  Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zeroes at the end of each number.



Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.

 

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it&rsquo;s not just because there are a few extra zeroes at the end of each number. 
Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.
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Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money: Divorce Planning for the Ultra Wealthy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d1d7fe69-d78d-4a32-872a-b411017292ca/transcript

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase & Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm&rsquo;s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase &amp; Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56067b9b-2d36-45fd-8859-b40c016ffb84/transcript

Fran Kinniry Discusses Diversified Portfolios

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