Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

AUGUST 8, 2022

Any kind, collateral, non-collateral. Now, deposit is very unique because deposits are unsecured debt to the bank. They don’t have collateral. Now does the FDIC even know how much risk they’re bearing 0 when all the assets are so encumbered that they’re all pledged as collateral? RITHOLTZ: Right.

Banks 81

Banks Debt Finance Financing 81

The Big Picture

MAY 23, 2023

GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. In part because I again benefited from being in the mix when we were the second bank that was raided by the Japanese regulators after they’d gone into Credit Suisse. RITHOLTZ: Uh-oh.

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

The Big Picture

SEPTEMBER 26, 2023

But I did meet Art Sandberg, really, I, I would say a great person to, to work for, but I really learned a lot from the team doing the distressed debt investing, Rob Webster and Paul Mellinger in Los Angeles that really did a lot in the small and medium sized distressed for control space. Just an incredible run.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52