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 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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. Taylor will receive the prize May 2 in a private ceremony at London's Buckingham Palace.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Financing Finance Taxes 119

Pension Pulse

NOVEMBER 10, 2023

Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. The executive summary and full paper are available here. This needs to change. 30 and is the smallest sum since August 2021.

Investing 59

Investing Buyout Stakes Assets 59

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 Hedge Funds Leveraging 59

The Motley Fool

JANUARY 29, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,122 !* Our new private credit dataset provides terms and conditions transparency on more than 2,800 private credit funds and more than 120,000 private credit holdings to support various due diligence and portfolio management needs. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130