Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. However, this diversity should rather be seen as a source of strength, not as a vulnerability.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Financing 130

The Big Picture

JANUARY 9, 2024

And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. Over 300,000 people get his, his daily missive.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

APRIL 4, 2023

KENCEL: “Barbarians at the Gate” and the financing. And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

JULY 26, 2022

I financed with credit cards. I’ve had a coach since 2009. And so, coaching was an exercise — back then in 2009, it was not very well known and it was definitely an exercise in humility of saying, “I think I need some help.” They could have been in investment banking. WEAVER: Yeah.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

AUGUST 8, 2022

Yale didn’t even have a programming in finance. This was back in the late ’70s, early ’80s and he was just teaching people all they needed to know about finance, which was just coming up. So, that all — I was totally in the sort of finance bubble, first kind of market microstructure, trading mechanism.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

JUNE 11, 2024

And that, you know, really finishing it all out was only very recently we’ve added services along the way, but really getting it like stabilized and going about 2009. You finances is very, very broad, but there’s hedge funds, mutual funds, smma, then there’s dealing with people, right? I mean, tell us about that.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. So I was really investment banking. 2009, 10 in that role. What was that experience like?

Companies 64

Companies Pension Funds Hedge Funds Assets 64

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

SEPTEMBER 26, 2023

00:06:15 And I was fortunate to find a seat in that group and invested, you know, very steadily in, in 2007. Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. And, and there just is less competition from the banks.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: So I did my study on that, and I got fortunate enough to meet a gentleman who had been the Finance Minister of Peru. And again, I’m Political Science and History major prior to graduate school, so that I actually get experienced in finance. RITHOLTZ: Sure. He’d been the head of Wells Fargo International.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

DECEMBER 6, 2024

The only significant news item about Accenture (NYSE: ACN) Friday was a positive one -- a top investment bank upgraded its recommendation on the stock and cranked its price target higher. It's gold, says Goldman The finance sector mainstay in question was Goldman Sachs. That was high enough to beat the 0.3%

Financing 246

Financing Finance Investment Banks Investment Banking 246

The Motley Fool

DECEMBER 21, 2024

19: Boutique investment bank Needham initiated coverage of Archer stock on Nov. 13 was influenced by the Anduril partnership and new equity financing -- thereby providing Archer with some degree of runway and alleviating liquidity pressures until the company begins to commercialize its operation.

Boutique Investment Banks 246

Boutique Investment Banks Exchange-Traded Funds Conglomerates Investment Banks 246

The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

Education 119

Education Financing Finance Taxes 119

The Big Picture

DECEMBER 14, 2022

How is it financed? You’re at Goldman Sachs, in the real estate division, in the middle of 2008, 2009, right through the worst of the financial crisis. And how much of it is just recognizing, hey, things are very cheap, financing is inexpensive, now is the time to get aggressive? What are you paying? MCCARTHY: No.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Motley Fool

FEBRUARY 13, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $340,048 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !*

Assets 130

Assets Financing Finance Asset Management 130

The Motley Fool

MARCH 9, 2025

JPMorgan Chase (NYSE: JPM) is the amalgam of two iconic names in the finance industry. JPMorgan Chase is a finance company. For example, it owns a large bank that services consumers and businesses. It also operates an investment bank, which helps companies raise capital. Learn More What does JPMorgan Chase do?

Financing 130

Financing Finance Banks Investment Banking 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Next, the commercial and investment bank on Page 6.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Big Picture

MARCH 12, 2024

So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. And so, so starting in 2009, we, we, there was no flip market. Then they, then they changed regulations to where the investment banks can’t really step in.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

FEBRUARY 28, 2025

The bank managed these feats in no small part because of top-line increases in all three of its main divisions. Its core consumer and community banking unit was up 2% over 2023, while the commercial and investment bank and asset and wealth management segments both improved at a brisk 9% pace.

Banks 130

Banks Financial Institutions Leveraging Assets 130

The Motley Fool

JANUARY 22, 2025

In this podcast, Motley Fool contributor Matt Frankel and host Mary Long break down big bank earnings. They also discuss: Why comparisons to 2023 give banks more credit than they may deserve. The split between JPMorgan 's investment banking and consumer businesses. Investment banking gives a big growth catalyst right now.

Banks 130

Banks Investment Banks Investment Banking Taxes 130

The Motley Fool

JANUARY 24, 2025

As artificial intelligence (AI) advances and its applications expand across various sectors, including healthcare, finance, transportation, and manufacturing, the need for reliable energy solutions to power data centers is becoming increasingly urgent. Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,390 !*

Investment Banks 100

Investment Banks Investment Banking Financing Finance 100

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banks 52

Banks Debt Startups Capital 52

The Motley Fool

JANUARY 29, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,122 !*

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 27, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $369,816 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,191 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

The Motley Fool

APRIL 18, 2025

The financial world is filled with personalities who liken themselves to investment experts -- each touting their own unique perspective on how to navigate the capital markets. One person I enjoy listening to is Aswath Damodaran, a finance professor at New York University. In the months following the fall of Lehman, the U.S.

Banks 130

Banks Investment Banks Investment Banking Capital 130

The Big Picture

MARCH 14, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have another extra special guest, Rich Bernstein is a legend in finance circles. He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. And so, the investment banking activity started to explode. Now, why then?

Banks 64

Banks Portfolios Assets Investment Banks 64

The Big Picture

AUGUST 7, 2023

It was only after bouncing around for a little while in the aftermath of that that I stumbled upon meditation and this was like 2008, 2009 so it was before meditation got cool. Have you worked with any people in finance and how have you found their intensity level and their ability to throttle back a little bit?

Financing 52

Financing Finance Banks Investment Banking 52

The Motley Fool

JANUARY 22, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $365,174 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,164 !*

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? So I pretty much tripped into finance when I was in middle school and high school. So then I decided to explore other options, but finance was not one of them because I just had no exposure to finance whatsoever. Within the investment bank.

Investing 59

Investing Funds Financing Finance 59

The Big Picture

AUGUST 23, 2022

?. The transcript from this week’s, MiB: Bill Browder on Finance, Murder and Justice , is below. Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on. That was November 16, 2009. Again, he refuses.

Legal 128

Legal Banks Law Firms Taxes 128

The Big Picture

DECEMBER 17, 2024

And then eventually I ended up in New York and then transitioned into finance. You end up doing investment banking in New York in the mid nineties. None of the consultants would wanted to hire me, but the, somehow the investment banking side found me, or I found them. What was that like? And I did that for a while.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banks 52

The Big Picture

JANUARY 7, 2025

So moved over to London back in 2009 and the rest is history. How, how different is the UK finance from the US and start the startup mentality? And I imagine the same is true vice versa, when a US company goes to the uk, at least outside of finance, finance seems to have found, found a foothold in Europe from the us.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

JULY 31, 2023

” T LIZ HOFFMAN, BUSINESS AND FINANCE EDITOR, SEMAFOR: Thanks, Barry. Was the plan always to cover finance? And I said, I’ll go get a master’s and things will be better in 2009, because these are one year programs. I really enjoyed it, and I think you will find it to be delightful summer reading.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

JANUARY 31, 2023

What was your first job in the economics and finance space? And so at that point, I was kind of scrambling and I was, like, I need to get into the financial industry because I’m in New York, I have a passion for finance. So a lot of the investment banking analysts had already lined up their gig. RITHOLTZ: Really?

Banks 59

Banks Stock Market Stock Market Financing 59

The Motley Fool

APRIL 9, 2025

On the downside, the bank faces immediate pressure, as clients may grow cautious and reassess investment opportunities. If consumer spending weakens, everything from mortgage lending to auto financing and credit card businesses could see rising delinquencies and defaults.

Banks 130

Banks Deal Flow Shareholders Leveraging 130