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Are Insurance Companies Safe?

Tucker Advisors

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either. Forbes; June 1, 2012 [link].

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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. He is also the Executive Editor of The Life Product Review since 2012. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. Transcript 0:00:00.6

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OTPP Sells Shearer's Foods and Acquires Stake in Mahindra Susten

Pension Pulse

Ontario Teachers’ initially invested in Shearer’s in 2012 and became a significant majority owner in 2015. Deutsche Bank Securities Inc., UBS Investment Bank, BMO Capital Markets Corp, BNP Paribas, RBC Capital Markets LLC, and TD Securities provided financing and served as financial advisors to CD&R.

Stakes 59
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Transcript: Jawad Mian

The Big Picture

And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller. In 2012 Facebook went public, the IPO flopped. RITHOLTZ: That’s right.

Banks 52
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Private Equity's Creative Wizardry Posing Systemic Risk?

Pension Pulse

A broader worry is that while buyers’ hunger may be back for higher-quality companies, as shown by the uptick in investment-banking activity on Wall Street, the books of PE firms are stuffed with less attractive businesses snapped up at inflated prices. another Canadian pensions giant, told Bloomberg recently.

Buyout 59
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012. So you need a standard of conduct and code of ethics, you need some mechanism for enforcement, and there about seven or eight different things that are required to be a profession. Grillo: Next question.

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Transcript: William Cohan

The Big Picture

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103