The Big Picture

DECEMBER 28, 2022

The mutual fund business is all about sales and investing. 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. Jim Reid (ph), he’s going to take responsibility for that.

Mutual Funds 76

Mutual Funds Consultants Consulting Funds 76

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: They can be.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

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