BlueMind

DECEMBER 23, 2022

One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. In addition, know where your money is going. Billions Drama Series (2016 – 2022).

Hedge Funds 98

Hedge Funds Due Diligence Financing Finance 98

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. However, please understand that this is not an endorsement of any particular company. Please conduct your own due diligence and come to your own decision. Let’s talk about it.

Consulting 59

Consulting Consultants Due Diligence Education 59

Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog! They provide not only financial planning for the company itself, but also for their employees. But before you read it, please understand that this is not an endorsement of any particular company or person. Repeatable?

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Also, please understand that this is not an endorsement of any particular company. Don’t be fooled!

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Also, please understand that this is not an endorsement of any particular company. Please conduct your own due diligence and come to your own decision.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Also, please understand that this is not an endorsement of any particular company or person. Please conduct your own due diligence and come to your own decision. 56 Capital Partners www.56capitalpartners.com

Accounting 52

Accounting Consulting Consultants Due Diligence 52

SEI

AUGUST 22, 2022

Evaluation and due diligence. Due to the economic downturn in the first half of the year, more investors have begun searching for outside help to weather this environment. Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI).

Due Diligence 40

Due Diligence Assets Funds Investors 40

SuperAngel.Fund

JANUARY 19, 2024

across 159 investments into 107 companies. In addition to the fund, Super Angel Syndicate provides an opportunity to contribute more, from time to time, into individual companies via special purpose vehicles (SPVs). across 25 investments into 16 companies. I estimate the current value to be $10.3m which represents a 11.8%

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Steve Sanduski

DECEMBER 5, 2022

That’s what Shannon and her 30-person team are tasked with managing, from due diligence on individual investment products to the tech platforms that advisors use. Through various iterations of the company, Advisor Group has a long history of offering alternative investments to advisors and their clients.

Due Diligence 52

Due Diligence High Net Worth Individuals Investing Education 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Before we get started, please understand that this is not an endorsement of any particular company. Can I get a whoo hoo on that?

Assets 52

Assets Due Diligence Consulting Consultants 52

SuperAngel.Fund

OCTOBER 27, 2023

across 146 investments into 101 companies. In addition to the fund which is my primary vehicle, Super Angel Syndicate provides an opportunity for investors to contribute more, from time to time, into individual companies via special purpose vehicles (SPVs). across 25 investments into 16 companies.

Venture Capital 64

Venture Capital Startups Deal Flow Due Diligence 64

Pension Pulse

MAY 16, 2024

I would recommend you read its company blog posts here to gain an appreciation of what they do. When you are the size of CDPQ, you want to write €300m in private debt financing to get the most bang for your due diligence buck. Once fully developed, the portfolio aims to generate 751MW of combined IT capacity.

Financing 59

Financing Finance Debt Due Diligence 59

The Private Equiteer

FEBRUARY 5, 2025

In the middle market, where deals are neither the billiondollar juggernauts that dominate headlines nor the tiny Im buying my friends artisanal pickle company deals, you encounter a curious blend of scrappiness, finesse, and occasional mad genius. Targeting the Right Sectors and Companies Not every middle market company is created equal.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

The Big Picture

JANUARY 9, 2024

I tell people like there’s this time when we, you know, we had like two sets of bidders for some company, like on in conference rooms on different floors. And so I went back to my desk and I worked for like three more weeks and then I saw the deal breaker, the great like comedic financial blog was hiring. And like, I really did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

Mr. Money Mustache

JANUARY 29, 2021

I transferred a relatively large amount of shares of stable, diversified companies (mostly the VTI index fund and some Berkshire Hathaway) into this new account. Within less than an hour of that money hitting my checking account, I was able to wire it right back out to the title company, and buy the house. No delays, and no taxes.

Collateral 53

Collateral Taxes Stock Market Stock Market 53

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. But if you were to obtain a special report from the insurance company showing what the cost would be to obtain that growth, the story wouldn’t be quite as rosy. Variable life, indexed universal life, and universal life insurance companies can produce these.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans. Stimpyz1 Yikes.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. Impact investing: A private investment in a company, made in the spirit of saving the world. A pure play fossil fuel company would be brown whereas a pure play wind turbine company would be viewed as green. through use of screens.

Pension Funds 72

Pension Funds Investing Funds Financing 72

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. The insurance company gives those index-linked credits to the policyholder, instead of the crediting rate if it were a universal life policy. The insurance company makes 5% on their general account. I am a CFA® charterholder and financial advisor marketing consultant.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, my name is Sara. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. JR will be on the “against” team. Scott Salaske of Firstmetric.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Education 119

Education Financing Finance Taxes 119

The Motley Fool

JANUARY 10, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Right now, were issuing Double Down alerts for three incredible companies, and there may not be another chance like this anytime soon. Then youll want to hear this. They want time.

Financing 130

Financing Finance Portfolios Due Diligence 130

Pension Pulse

NOVEMBER 22, 2024

an Indian green energy company at the centre of the alleged bribery scheme. The Caisse bought a controlling share of the company in 2020 and Cabanes served as its representative on Azure’s board. In 2019, his company, Adani Green Energy Ltd., In 2019, his company, Adani Green Energy Ltd., against certain former employees.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And so that’s actually when I started blogging, I started kidding. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. I’ve never been introduced.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59