Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. At much larger companies, forecasting and planning become more important because there will be institutional investors who want earnings targets.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

FineMark

JANUARY 20, 2023

Unlike many historical bubbles, cryptocurrency is a less institutionally accepted asset class; yet it’s well-owned among individual investors. After three consecutive quarters of simultaneous losses in both equity and fixed income markets, investors received a reprieve during the fourth quarter.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation.

Funds 59

Funds Management S&P Recruitment 59

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Repeating last year’s behavior, stocks and bonds correlated positively again in Q3, thus denying the traditional 60/40 investor any diversification benefits.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors. These two factors paint a valuation picture that is less attractive than it had been. “The stock market is a device for transferring money from the impatient to the patient.”

Bank 52

Bank Banking Investment Economics 52

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.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

We believe this behavior should be ignored by long-term investors. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As asset allocators, studying the past helps us see the investment landscape for what it is—not what we wish it to be.

S&P 52

S&P Bank Banking Investment 52