Trivest Partners

SEPTEMBER 13, 2022

September SPOTLIGHT Krishnan Ramaswami Managing Director FIRM OVERVIEW Fallbrook’s principals have been providing private debt and equity across a variety of industries and growth sectors for more than 30 years; They’ve invested over a wide range of economic cycles and have the experience to be an active investor post-closing.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Buyout Consulting 40

Axial

NOVEMBER 9, 2023

On the Axial platform, the number of Family Offices actively sourcing deals is up 10.17% from this time last year. Family Offices have also accounted for 17.1% Some of these include: Extended Holding Periods : Family Offices are not bound by the demands of investors who may be seeking swift exits.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Motley Fool

FEBRUARY 10, 2024

Unfortunately, the way we're taught statistics in college is so bad that we tend to forget our statistics very quickly, which is unfortunate because I think one of the central skill sets you need as an investor is not your accounting acumen, but how well you can deal with data and how much you remember your statistics classes.

Companies 246

Companies Accounting Assets Banks 246

The Big Picture

DECEMBER 28, 2022

I was privileged to have the responsibility for representing Greenwich Associates consulting with Wall Street firms. I had worked with Vanguard as a strategy consultant before being a director. And I was deeply convinced that this was for almost any American investor, the right way to do your investing. Interesting phenomenon.

Mutual Funds 75

Mutual Funds Consulting Consultants Funds 75

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. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

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. NORTON: Yeah.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

MARCH 21, 2023

So I definitely think you want to account for that in places like price-to-book in earnings. Basically, any explanation that someone from the outside, a strategist, a pundit, a client, a consultant, or internal that we could come up with, for why we might be wrong. We’re active investors. Is that a word?

Hedge Funds 69

Hedge Funds Financing Finance Funds 69