Beyond Markowitz, every mention
3 scenes (2022) · ← back to Beyond Markowitz
tap a year for its mentions
every year 2022 anyone Ted Seides 2Ashvin Chhabra 2
Verbatim, from the transcripts: the passages where Beyond Markowitz comes up
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 15:40 Ted Seides I know you wrote this very well-regarded paper called Beyond Markowitz, which distilled this goals-based framework. 2 times in the scene
- ▶ 21:18 Ashvin Chhabra By then, I had moved to Merrill, and I had the Thundering Hood to work with, and that was a great experience, and I developed, I wrote Beyond Markowitz there, and we began to apply it.
- ▶ 45:03 Ashvin Chhabra But yes, it's an expansion on the work of Beyond Markowitz, and it really was written with the hope of sort of bringing a larger message that investing is about you, of the institution, and you've got to get the portfolio to work for them.