The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. In 2007, Taylor won the $1.5M The Templeton Foundation of West Conshohocken, Pa.,

Due Diligence 52

Due Diligence Education Pension Funds Funds 52

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Somehow no one in due diligence ever asked them about any of this. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. It shows up in mutual funds, where people put their money in a mutual fund.

Education 119

Education Finance Financing Taxes 119