The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. 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.

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

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

MARCH 21, 2023

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. And we stuck to our guns and even added to that tilt a bit. RITHOLTZ: Right. We think we make capital markets better.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69