2013 Investment Banking Mutual Funds 
The Motley Fool
SEPTEMBER 18, 2023
Blackstone utilizes its expertise to take nontraditional approaches to investing in less-liquid asset classes and can also use leverage to boost returns. Since 2013, Blackstone has grown its AUM by over 13% annually, going from $266 billion to over $1 trillion. For this reason, growing AUM is crucial.
The Big Picture
MAY 9, 2023
Investment banks were not really a known concept in the area where I grew up. SALISBURY: So that actually helped in a way that everybody was dealing with the same broad-based crisis as opposed to when it’s just you or just your firm or just your fund, where in some ways it can feel more stressful.
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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. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. Let’s supposed for a minute the cap is 10%. However , the industry needs a way to make IUL look better than traditional UL.
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. RITHOLTZ: Wow.
The Big Picture
APRIL 25, 2023
I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead. RITHOLTZ: Really?
The Big Picture
DECEMBER 17, 2024
Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. You end up doing investment banking in New York in the mid nineties.
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.
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