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Transcript: Matt Levine

The Big Picture

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. 00:33:08 Who, who is advising him to waive due diligence? I recall you wrote about that.

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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

For those of you who are new to my blog, my name is Sara. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. And that’s it. And so 0:33:56.9

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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. Grillo: Alright, guys.

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Transcript: Aswath Damodaran

The Big Picture

You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119
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CDPQ Rocked by Major Indian Bribery Scheme

Pension Pulse

Over 20 years ago, I used to invest in top hedge funds for CDPQ and had to conduct thorough investment and operational risk due diligence and fraud was a major concern. Spent most of his career, until then, on an investment banking desk. Clearly smart but didn’t know what rabbit holes to stay clear of.