The Big Picture

JANUARY 9, 2024

But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. If the CEO sexually harasses someone, the company gets hacked.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. 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. They’ve been around literally nearly a century.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

APRIL 18, 2023

RITHOLTZ: I wonder, do fundamentals matter more, or is it really just a question of how far away from fundamentals can public equities get, either to the upside or the downside where it creates some form of opportunity, which kind of raises the question, how closely do private market fundamentals track what’s going on in the public markets?

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64