Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

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CFA Investment Banking Banking Bank 59

FineMark

JANUARY 17, 2024

Charles Munger, vice chairman of Berkshire Hathaway Corporation, expressing why he thought he and his business partner, Warren Buffett, had been such successful investors for so long. On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger.

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S&P Equities Valuation Investment 52

FineMark

APRIL 13, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors. As we wrote in our Q4 2022 newsletter, we believe that the Fed will stop raising rates during the second quarter of 2023. The negative inflation data that began manifesting at the time is now obvious.

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FineMark

OCTOBER 17, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation, expressing his view on those who make short-term market prognostications. For 2023, we were cautious, citing a low single-digit return expectation for the U.S. Consequently, by the end of July 2023, the S&P was up more than 20% for the year.

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