Consultants Investment Banking Mutual Funds 
The Motley Fool
FEBRUARY 19, 2024
A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.
The Motley Fool
JANUARY 25, 2024
Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. What are they reacting to? I'm warming up to the guy.
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The Big Picture
DECEMBER 6, 2022
So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.
The Big Picture
FEBRUARY 12, 2024
They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. There were all these mutual funds.
The Motley Fool
APRIL 25, 2024
Sustainability and energy transition revenue grew 15% to $78 million in the quarter, driven by strong demand for commodity insights energy transition products and benchmark offerings, as well as EV transition related consulting in mobility. And also if the large investment bank consolidation impact was in this quarter or if it hasn't hit yet.
The Big Picture
MARCH 27, 2023
I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: It’s mutual funds. It’s hedge funds. And the main one is that it used to be that hedge funds were populated with risk-tolerant investors. MIELLE: Correct.
The Big Picture
JUNE 11, 2024
He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. 00:23:04 [Speaker Changed] And you, you even offer m and a consulting.
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