Pension Pulse

SEPTEMBER 14, 2023

Of the Maple Eight group of Canadian public pensions, seven break down their senior executive compensation policies in their annual reports, despite not being legally required to do so. OTPP has provided stellar returns over the long run and Jo joined the organization back in 2012 from a top private equity fund. million in 2022.

Returns 59

Returns Pension Funds Hedge Funds Assets 59

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. He is also the Executive Editor of The Life Product Review since 2012.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Big Picture

SEPTEMBER 19, 2023

After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. But I do think that you can outsource certain functions of it or you can have a consultant assist with the risk management. We also need traders, we need PMs, we need leaders, we need hr, need legal.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Big Picture

AUGUST 15, 2023

And then it’s actually hard to make a legal bet. So technically, and that’s probably why it was legal, there’s no gambling involved. You still had 2012 to 2017 to finish the bet. And it got to the point where he said, okay, do we want to do this or not? It’s probably easier now, right? RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Robert will be on the “for” team. JR will be on the “against” team. Grillo: Next question.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Nothing in this podcast or blog can be interpreted as legal or compliance advice.

Securities and Exchange Commission (SEC) 80

Securities and Exchange Commission (SEC) Consulting Consultants Education 80

The Motley Fool

MARCH 10, 2025

Andy Cross: Well, and a lot of that is tied to some of the AI work that's been going down with some of their clients and just how much real digital consulting will corporations need and even governments as well, too. in November of 2012, so today, stock's up 914%, it's a 10 bagger, so congratulations, it's doubled up the market's return.

Banks 130

Banks Companies Consultants Consulting 130

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. I mean, if you think about just how much this number changes over time.

Financing 59

Financing Finance Banks Assets 59

The Big Picture

MAY 2, 2023

And so the first people to sell watches on the internet, or even list watches on the internet, were what we call gray market dealers, guys that had no legal right to sell watches. This is 2012, 2013, was enormous in the industry. CLYMER: Probably 2012. You launched the shop in 2012. CLYMER: Absolutely, it still is.

Startups 69

Startups Financing Finance Accounting 69

The Big Picture

AUGUST 23, 2022

And my very first experience was actually before I joined Salomon Brothers, I had another job at the Boston Consulting Group. I didn’t want to be a consultant. And in November of 2012, it went for a vote in the Senate and it cast 92-4. This is not legal. And so I now knew I wanted to do with my life.

Legal 128

Legal Banks Law Firms Taxes 128

The Motley Fool

AUGUST 19, 2024

In 2012, all 50 states were "called by the Mal correctly." Nate Silver: That kind of set me up for no matter what happened, you're going to come down from that peak because polling is not always as accurate as it was in 2008 or 2012. Then I get lucky that the forecast proved to be right. That was very lucky. It wasn't successful.

Hedge Funds 130

Hedge Funds Stakes Taxes Funds 130

The Big Picture

NOVEMBER 12, 2024

Well, this is a great idea until business consultancies like McKinsey get hold of it and turn it into this crude imperative to just slash inventory hand the extra savings to the corporate executives as a reward for being smart enough to hire McKinsey. I thought the book was a great read and very fascinating.

Consultants 104

Consultants Consulting Shareholders Companies 104