OfficeHours

JULY 11, 2023

Hey All — Rohit here and it’s been a busy couple of days – word has gotten out about Diversity Events at Megafunds already starting for On-Cycle 2025… needless to say we’ve been pretty swamped with inbounds and LOTS of calls happening. Are you attending any PE On-Cycle Diversity Events in the coming weeks?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

OCTOBER 30, 2024

For example, some groups are dedicated to pricing, internal audits, or evaluating and hedging risks (interest rates, FX rates, and even macro events). The CPA is probably the most relevant certification , but it’s overkill for entry-level jobs, and while the CFA won’t hurt you, it’s also not the best use of time/money.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Peak Frameworks

MAY 17, 2023

VBA for Excel: A Basic Understanding Definition of VBA VBA, or Visual Basic for Applications, i s an event-driven programming language developed by Microsoft. In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

FineMark

JANUARY 20, 2023

Several events, including those listed below, defined the year, interrupting long-held expectations and disrupting deep-rooted stability akin to those described by Minsky. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Quarterly earnings calls and management interaction are a bit less important because it’s not always practical to participate when you cover 50 companies; also, events outside of earnings calls can sometimes be more meaningful for bond prices. If so, how could you still lose money by investing in a 10-year government bond in a “safe” country?

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JANUARY 17, 2024

Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. Many of our offices have planned events throughout the year, and we encourage you to join us. At FineMark, we remain focused on providing superior service and guidance to you, our clients.

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52