The Big Picture

FEBRUARY 28, 2023

And I went to pitch this asset management guy on why he should come be a part of that process. When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring.

Finance 52

Finance Financing Due Diligence Funds 52

Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. Please contact a consultant or advisor. So please subscribe! It’s changed everything.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

DECEMBER 7, 2024

As part of this strategy, Chainlink is partnering with financial institutions to help convert traditional financial assets into digital assets (i.e., tokenized assets) that can be traded on a blockchain. That's due, in part, to Chainlink's recent partnerships with the likes of SWIFT, Euroclear, and UBS Asset Management.

Due Diligence 246

Due Diligence Financial Institutions Assets Consulting 246

Private Equity Wire

DECEMBER 3, 2024

PARTNER CONTENT By Felix Keil , Product Manager, Data Services, AssetMetrix Dr Christoph Meier, Data Science & Artificial Intelligence Consultant Artificial intelligence (AI) is no longer just a futuristic concept for the private equity (PE) industry — it’s an operational reality.

Due Diligence 90

Due Diligence Consulting Consultants Leveraging 90

The Motley Fool

MARCH 21, 2025

Well, Ondo has emerged as one of the key players in the area of real-world asset (RWA) tokenization. According to top consulting firms, this could be a multitrillion-dollar market opportunity by 2030. So make sure you do your due diligence before investing in any crypto during the current bout of market volatility.

Due Diligence 244

Due Diligence Consulting Consultants Asset Management 244

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59