2009 Legal Mutual Funds 
The Motley Fool
SEPTEMBER 14, 2023
Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. What is legally called the fiduciary standard. William Bernstein: Exactly. Loans start becoming much safer.
Hellman & Friedman LLC
DECEMBER 6, 2021
The oversubscribed round was led by Salesforce Ventures with participation from other investors ServiceNow Ventures; Zoom Video Communications; funds and accounts managed by BlackRock, D1 Capital Partners and another large US-based West Coast mutual fund manager. This offering values Genesys at a valuation of $21 billion.
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The Big Picture
OCTOBER 24, 2022
But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.
The Big Picture
FEBRUARY 6, 2024
He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.
The Big Picture
DECEMBER 6, 2022
I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.
The Big Picture
JUNE 11, 2024
And I would do legal work for their clients, or give tax advice or do planning or investments. We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof. 00:22:23 [Speaker Changed] Yeah.
The Big Picture
OCTOBER 15, 2024
00:10:16 [Speaker Changed] So, so you found the company in 2009 today, you’re the chairman. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. Well, 00:10:14 [Speaker Changed] Chat GBT is behind. What was the original business model?
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