I never promote stuff on the blog that I’m not totally excited for in real life, and I truly could not be more excited for our upcoming The Big Picture Conference 2013, to be held October 8th in New York City. This year we’re expecting our largest crowd yet, mostly owing to the insanely high…

One of the highlights of yesterday’s Bloomberg Markets 50 Summit (my notes here) was, without a doubt, the conversation between alternatives king Cliff Asness (AQR) and Lawrence M. Schloss, who is the Chief Investment Officer for the City of New York’s $145 billion pension portfolio. Cliff Asness is a quantitative analyst and money manager, his firm…

I’m live from the Bloomberg Markets 50 Summit at the New York Historical society’s gorgeous headquarters on Central Park West. Bloomberg has brought together fifty of the most important, market-moving people on earth for today’s event and I’m taking notes during each of the panels and presentations. Below are my notes from this afternoon’s seven…

Notes!

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

Is the headline risk finally catching up with JPMorgan? The relentless barrage of legal problems hasn’t hurt the company’s business one whit so far from outward appearances, but might it be affecting the stock price? Josh Rosner’s latest investigative report at Graham Fisher suggests that the nation’s most notorious Too Big To Fail bank is…

Brian Gilmartin, CFA, is the founder and portfolio manager at Trinity Asset Management, Inc. Brian’s been managing money for high net worth individuals, and foundations since 1995. Trinity uses a bottom-up, top-down approach for client portfolios. Per Thomson Reuters’ “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.17 last week…

I’m off the grid today, attending an amazing event on Central Park West called the Bloomberg Markets 50 Summit at the New York Historical Society. The agenda is loaded with hitters and newsmakers, a sampling below: David Malpass Cliff Asness Preet Bharara (US Attorney) Mary Jo White (SEC Chief) Jim Chanos Sally Krawcheck Jacob Lew…

Today’s must-read article belongs to Steve Johnson at the Financial Times, who concludes that institutions have wasted billions of dollars on the advice of manager-picking consultants. Picking investment managers is neither art nor science, it is something else entirely and, in the aggregate, it cannot really be done over long stretches of time. At least…