Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. If Company Z announces a new product at this upcoming conference, how much could its stock price increase?

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

APRIL 13, 2023

“The stock market is a device for transferring money from the impatient to the patient.” ” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” Both bonds and stocks reversed course for the remainder of the quarter, posting losses for the period. With a current net worth of $115.7 Consequently, by the end of July 2023, the S&P was up more than 20% for the year.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JANUARY 20, 2023

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0

Economics 52

Economics Portfolio Equities Investors 52

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.

CFA 59

CFA Investment Banking Bank Banking 59

FineMark

JANUARY 17, 2024

This Christmas, Santa’s Route Included a Stop on Wall Street At year end, the stock market rallied sharply and bond market performance was nothing short of breathtaking. His homespun, midwestern wisdom was something to be admired; we believe the quote chosen for this quarter’s newsletter, shown above, bears repeating.

S&P 52

S&P Equities Valuation Investment 52