Sara Grillo

MAY 8, 2023

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. Let’s supposed for a minute the cap is 10%. The cap is likely to vary over the time period of the forecast, then how do you illustrate it? Transcript 0:00:00.6

Mutual Funds 59

Mutual Funds Taxes Collateral Leveraging 59

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 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Big Picture

APRIL 11, 2023

And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value. He said, that’s interesting because we do that in investing all the time. It shows up in mutual funds, where people put their money in a mutual fund.

Education 117

Education Financing Finance Taxes 117

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Financing 57

Financing Finance Debt Returns 57