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Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board of the CFA Institute from 2013 to 2020 and was chair of the board in 2018-19. 

Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board of the CFA Institute from 2013 to 2020 and was chair of the board in 2018-19.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas 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

From Equity Research to International Investing With Heather Brilliant

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a16494ab-fb85-4d5f-991e-b1db0166bc13/transcript

Barry sits down with Som Seif, founder and CEO at Purpose Unlimited. They discuss Som's journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the creation of the first bitcoin ETF. Finally, Som discusses his history as a serial entrepreneur and the importance of endurance when building business in today's ever changing markets. 

Barry sits down with Som Seif, founder and CEO at Purpose Unlimited. They discuss Som's journey from engineering to investment banking. They also discuss his early push into ETFs in Canada and the creation of the first bitcoin ETF. Finally, Som discusses his history as a serial entrepreneur and the importance of endurance when building business in today's ever changing markets.&nbsp;

Serial Innovation in FinTech with Purpose Unlimited CEO Som Seif

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/354caafc-4185-4221-b599-b49800de4b67/transcript

Worried about purpose, legacy, and what all this wealth might be good for? You are not alone.

Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is “Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.”  

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.

Worried about purpose, legacy, and what all this wealth might be good for? You are not alone.
Dr. Jordan Grumet is a physician who works at the intersection of money, mortality, purpose, and regret. His work focuses on internal medicine and hospice care. His recent book is &ldquo;Taking Stock: A Hospice Doctor&rsquo;s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life.&rdquo;&nbsp;&nbsp; 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: Living a Life of Purpose

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/37633b9a-d66d-4006-80bb-b49601535d4f/transcript

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.

Balancing $5.7T in Active and Passive Management with Lori Heinel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a9f7ea4e-c6cf-421b-8360-b491014db8fa/transcript

From Equity Research to International Investing With Heather Brilliant

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Masters in Business

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