Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today.  

Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today. &nbsp;

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

Wealth Management and the 'Great Normalization' with Lisa Shalett

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4bb7c2b5-e361-44d3-b095-b2b4016c781e/transcript

Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). 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.

Indexes are weighted by their size, primarily market cap. Research Affiliates&rsquo; latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). 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.

Focusing on Growth (Not Market Cap)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9a9cf894-37ab-4e06-860b-b4430179def7/transcript

Barry speaks with Lawrence Calcano, chairman and CEO of iCapital about how he helped build the company into one of the globe's leading platforms for alternative investments for wealth managers, advisors, bankers and other financial professionals.

Barry speaks with Lawrence Calcano, chairman and CEO of iCapital about how he helped build the company into one of the globe's leading platforms for alternative investments for wealth managers, advisors, bankers and other financial professionals.

Building 'The World's Alternative Investment Marketplace' with Lawrence Calcano

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5a43f7d1-819e-4a02-ba03-b43d018472d1/transcript

Are you running a small business or “side hustle” that generates real income? You may not be taking full advantage of the many retirement savings plans available. 

'At The Money', Barry speaks with Dan LaRosa, Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. They discuss how individuals can maximize their tax-deferred savings through various qualified accounts.

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.

Are you running a small business or &ldquo;side hustle&rdquo; that generates real income? You may not be taking full advantage of the many retirement savings plans available.&nbsp;
'At The Money', Barry speaks with Dan LaRosa, Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm. They discuss how individuals can maximize their tax-deferred savings through various qualified accounts.
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: How to Max Out Your Small Business Retirement Plan

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3a3293a2-09a3-4eb9-bfaa-b43b00f22685/transcript

Wealth Management and the 'Great Normalization' with Lisa Shalett

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