Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. In early 2015, Scott sold his ownership interest in the firm. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. appeared first on Sara Grillo.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

The Motley Fool

OCTOBER 25, 2024

To obtain information on factors that may lead to results different from those forecast by Vale, please consult the reports Vale files with the U.S. There're some internal procedures and legal procedures that needs to be followed. Now, I'd like to invite Murilo Muller, our acting CFO, to talk about our financial performance.

Debt 130

Debt Securities and Exchange Commission (SEC) Assets Portfolios 130

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice. trillion by 2021, it is expected to rise to $23 trillion by 2026.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice. trillion by 2021, it is expected to rise to $23 trillion by 2026.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. In early 2015, Scott sold his ownership interest in the firm. For those of you who are new to my blog, my name is Sara. So please subscribe! He started Firstmetric a few years later.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consulting Consultants Education 59

Sara Grillo

JUNE 12, 2023

In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? Please consult a consultant.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Motley Fool

MAY 7, 2024

Since 2015, our largest quarterly loss has always been in the first quarter, when we invest in serving customers who close in the summer. Integrating rent with Redfin has let us operate both businesses more efficiently with one group not two, running an apartment like HR, finance, legal or technology infrastructure.

Legal 130

Legal Bidding Consulting Consultants 130

The Motley Fool

FEBRUARY 10, 2024

Yahoo was founded in 1992, peaked in 1999, started its decline in 2003, died in 2015. A company is a legal entity. It makes consultants and bankers really rich, but shareholders really poor. Twenty first century, the type of company you're going to see is closer to Yahoo than to G. People talk about sustaining companies.

Companies 246

Companies Accounting Assets Banks 246

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. There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. For those of you who are new to my blog, my name is Sara. What is AG49?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

AUGUST 13, 2024

sports betting market legalized in 2018, Sportradar supported building up their online betting product. We have supplied data to FanDuel for multiple sports since 2015 when it was a fantasy sports business and data and streaming since its launch of sports betting in 2018, as well as other services since then. When the U.S.

Leveraging 130

Leveraging Capital Taxes Portfolios 130

The Motley Fool

MARCH 9, 2024

Musk famously helped found OpenAI in 2015 and Matt, his suit centers on the idea that OpenAI was originally founded to be a non-profit and mission oriented toward, ideally maybe AI help humanity. I think one of the things that's fascinating about it too, is we're not legal scholars by any stretch, Matt. They extended it to 2026.

Shareholders 130

Shareholders Legal Companies Taxes 130

The Big Picture

AUGUST 8, 2022

So, IMF, being led by French people, Dominique Strauss-Kahn and then later by Lagarde who had to deal with it later in 2015 when they were kind of adopting their room if you want to call it. ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders.

Banks 80

Banks Debt Finance Financing 80

The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. It was a demanding work.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

The Motley Fool

AUGUST 14, 2023

Michael Saylor, the CEO of the company, who decided to take his mobile software consulting company in an unusual direction when he began converting the company's assets from cash into Bitcoin, and then even went so far as to start raising money on the public markets simply to buy more Bitcoin. One of them is certainly MicroStrategy.

Assets 130

Assets Hedge Funds Stock Market Stock Market 130

The Motley Fool

MARCH 30, 2024

They've had some issues with the senior, the elder Marciano with some me-too stuff, some legal stuff so going private makes a lot of sense for them. I believe you had Art Peck Helming the retailer from 2015-2019. They're deep in the art world. Gap's had a lot of people coming in and out the door as CEO. Now they've got Richard Dickson.

Consulting 130

Consulting Consultants Private Equity Firms Private Equity Firms 130

The Motley Fool

OCTOBER 23, 2024

That helps deliver a great patient experience and supports patients in making more informed choices about their dental treatment and consultation with our doctors. million, due primarily to nonrecurring legal settlements, advertising and marketing, and employee compensation. On a sequential basis, operating expenses were down $56.1

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

FEBRUARY 23, 2024

To obtain information on factors that may lead to results different from those forecasted by Vale, please consult the reports Vale files with the U.S. billion reais since 2015. Since 2015, more than 35 billion reais have been disbursed in 42 agreed programs, with almost 500,000 people compensated. A total disbursement of 34.7

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Finance Financing 130

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 Consulting Consultants 59

Pension Pulse

SEPTEMBER 17, 2024

For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. Subject to customary regulatory approvals, including from the Federal Energy Regulatory Commission and the Committee on Foreign Investments in the United States, these transactions are expected to close in first half 2015.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Stakes Investing Pension Funds 59

The Motley Fool

MAY 28, 2024

Matthew Argersinger: Apple was added in 2015, so yes, on January 25, 2017, it was the biggest Dow component. Did it come from a consultant that the company hired to produce a mission statement? A consultant can come in and help tease that out. Dylan Lewis: I'm going to follow JMo on that one. Jason Moser: Finally got it.

Investors 130

Investors Stakes Consulting Consultants 130

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Instead of, though, saying, “If you want to learn more, set up a consultation with me” he said, “If you want to learn more, just keeping reading.”. So I got married in 2015.

Education 52

Education Consulting Consultants Assets 52

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. I think it was 2015. When I left Protege Partners, I wasn’t sure what I would do, and I had picked up a bunch of, call it consulting or advisory relationships.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

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

JANUARY 30, 2024

So, as you think about -- you think about 2024 and opex, we're going to -- we've kept a similar run rate for legal, not the fourth quarter run rate but the full year. The legal environment is pretty challenging right now, and cost overall of settlements and trials and all that are much higher than they have been historically.

Liabilities 130

Liabilities Finance Financing Capital 130

Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. Nothing within this content constitutes legal investment or compliance advice. For such advice, contact a legal compliance or investment advisor. Please contact a consultant or advisor. So please subscribe!

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Pension Pulse

MAY 6, 2024

million in its first year of operation from its founding partners and Mr. Stavros himself, and launched with substantial in-kind help from blue-chip consultants like McKinsey and EY. Then in 2015, KKR—one of the world's biggest private equity firms, came to this small town and purchased C.H.I. It pulled in $21.5 for $ 700 million.

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 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. CLYMER: So he actually invested as early as 2015. That was around 2015. CLYMER: Absolutely, it still is. eBay is the largest watch store on earth.

Startups 67

Startups Finance Financing Companies 67

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.

Consulting 98

Consulting Consultants Companies Shareholders 98