Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. But try to hold them legally accountable for meeting that standard, and those same “advisors” quickly change their tune. For those of you who are new to my blog, my name is Sara.

Legal 52

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Pension Pulse

SEPTEMBER 17, 2024

For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. After completion of this capital expenditure program, IPL’s coal capacity will decrease to approximately 44% in 2017, from 74% today. As at June 30, 2024, CDPQ’s net assets totalled CAD 452 billion.

Securities and Exchange Commission (SEC) 59

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

Private Equity Insights

JUNE 18, 2024

NorthWall’s European Opportunities strategy, established at the firm’s inception in 2017, invests across the broad opportunity set in European opportunistic private credit by delivering scalable private capital solutions to counterparties in Western Europe.

Capital 130

Capital Pension Funds Legal Consulting 130

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. So, so you drop outta Harvard, is that 2017? Eva Shang : Exactly.

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Integrity Financial Planning

SEPTEMBER 11, 2023

1] But, as of the 2017 Tax Cuts and Jobs Act, the only way to benefit tax-wise from donations is to opt to itemize. [1] Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement.

Taxes 98

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The Motley Fool

MAY 28, 2024

Dow first cross 20,000 on January 25, 2017, not long time ago. What was the biggest company in the Dow on January 25, 2017? 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?

Investors 130

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The Motley Fool

AUGUST 14, 2023

Now if that friend had been really early, really observant, that might've been as early as say 2011, when my guest this week was saying just that, or it might have been 2017 when Bitcoin started the year around a $1,000 a coin and close the year closer to $15,000. It's a bubble. It's a bubble," said your friend. Are you willing to play again?

Assets 130

Assets Hedge Funds Stock Market Stock Market 130

Sara Grillo

JUNE 12, 2023

2017, Nov 15). 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. [link] National Association of Insurance Commissioners. Life Insurance Illustrations Model Regulation. The Impact of AG49.

Due Diligence 59

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The Motley Fool

MARCH 14, 2024

15th, 2017. Of course now they have a lots of different challenges on the legal side. Andy Cross, what is your stated market cap range for this long-term underperformer that I'm sorry, I picked in 2017? This is a larger, well-known consulting company based in McLean, Virginia. It's been about cut in half since then.

Banks 130

Banks Companies Consulting Consultants 130

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. The consultants that we've been working with are excited. Kapito, and General Counsel Christopher J. Operator instructions] Thank you. Mr. Meade, you may begin your conference. Christopher J. I'm Chris Meade, the general counsel of BlackRock.

Assets 130

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The Big Picture

AUGUST 8, 2022

So, you kind of trace the business models and you step back and ask, well, how is that working out for us, and the surveillance capitalism, what Zuboff calls, et cetera, was beginning to not work very well already in 2017, 2018. How do they — how does the corporation, as a legal person, interact with the rule of law in general?

Banks 80

Banks Debt Financing Finance 80

The Big Picture

OCTOBER 21, 2024

In 2017, you launched a collateralized loan obligation business. I, I’m not a big reader because I read so much in terms of research and consultants and cell side and our own internal research plus the papers, et cetera. Tell us a little bit about that strategy. 00:55:12 [Speaker Changed] I would say book-Wise.

Hedge Funds 52

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The Motley Fool

FEBRUARY 22, 2024

From 2016 through 2020, Maravai acquired companies, including TriLink BioTechnologies and Cygnus Technologies in 2016, Glen Research in 2017. They act not only as product suppliers, but technical experts who consult and help customers through their development and scale-up challenges. This was Maravai 1.0,

Taxes 130

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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. You still had 2012 to 2017 to finish the bet. And it got to the point where he said, okay, do we want to do this or not? It’s probably easier now, right? RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

JANUARY 28, 2024

The founder and CEO, former CEO of Chewy, sold the company to PetSmart in 2017 for just over $3 billion and since then, PetSmart has since spun the company off to go public. But for a lot of the rest of us, yeah, a stock is riskier if we have a hard time understanding what we're reading when we go through their legal well timed disclosures.

Capital 130

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The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. That’s actually research that was done by JP Morgan as of 2017. Now my observation was twofold.

Asset Management 67

Asset Management Assets Mutual Funds Taxes 67

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

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

The Motley Fool

AUGUST 28, 2024

The movie Coco came out in the year 2017. I mentioned the top Neosensory, brain check, you've consulted on others. He saw all these moves that were legally possible, but no one ever thought of them, culturally, historically, no one ever did these moves. Now, I know you've got kids, probably young enough to have interest.

Investing 130

Investing Legal Consulting Consultants 130

The Big Picture

MAY 21, 2024

Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right? And I’ve heard consultants pitch it, you know, in a down year you have like two years to change your mark on that. Think about what, how we were, we were geared in 2017, 2018, 1920.

Financing 57

Financing Finance Banks Assets 57

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: This is an IWC that we did in 2017. So people that would — RITHOLTZ: So I’m guessing eBay was pretty big in the early days, right?

Startups 67

Startups Financing Finance Companies 67

The Big Picture

AUGUST 23, 2022

And my very first experience was actually before I joined Salomon Brothers, I had another job at the Boston Consulting Group. I didn’t want to be a consultant. We got it passed in Canada in 2017, in the U.K. This is not legal. And there’s a certain feeling that you get if you make 10 times your money.

Legal 127

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