The Motley Fool

OCTOBER 31, 2023

I would pick that one because I think they're as close to a monopoly as you could find a legal monopoly in their niche. But two, because if it's the first stock that you're going to own, I like that it helps you get educated on both hardware, one-off-ish sales and software subscription sales. We're downgrading from strong buy to buy.

Legal 130

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The Motley Fool

OCTOBER 25, 2024

Our free cash flow is being impacted by extraordinary items, including NFP transaction and integration charges, restructuring and legal settlement expenses we previously communicated. We continue to invest behind, it's got a lot of derivative connections, and we've really developed it in the downturn. We generated $1.7

Taxes 130

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The Motley Fool

FEBRUARY 22, 2024

We have many exciting things going on in training and education that Leo will highlight in a moment. So, there's some risk management fees because just our legal costs are going up significantly. Obviously, we're defending a ton of these commission-based lawsuits. So, there's definitely what we call risk management.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Big Picture

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

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.

Mutual Funds 64

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The Big Picture

APRIL 25, 2023

And so, I started to see, you know, what he’s done with his law school education. Chuck went on to be general counsel for a small firm like Fidelity Investments — RITHOLTZ: Heard of them, heard of them. RITHOLTZ: Compliance, legal, and risk. RITHOLTZ: Hey, the deal could always fall apart in legal.

Legal 64

Legal Law Firms Consulting Consultants 64

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. It’s been systematically the case that those school endowments invest in hedge funds where their students are going and getting paid. I wanted a job that would take me away from Paris.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JUNE 11, 2024

And I would do legal work for their clients, or give tax advice or do planning or investments. We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders. RITHOLTZ: Right. In the U.S.,

Banks 81

Banks Debt Finance Financing 81

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. RITHOLTZ: We call that legal insider trading.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

MAY 23, 2023

Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Sure, all the little banking things, yeah.

Hedge Funds 64

Hedge Funds Finance Financing Funds 64

The Big Picture

SEPTEMBER 23, 2024

Let’s just start with your educational background. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. It was very much a brokerage house with a growing, expanding investment bank. In those years.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JUNE 18, 2024

You’re working with the legal group doing ERISA work when an opportunity comes up on the Fidelity job board for digital marketing. What led them to saying, all right, this isn’t working out for us legally or financially. It, it’s education that you get paid for, which is awesome, huh. It wasn’t far.

Companies 59

Companies Education Legal Law Firms 59

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

JR: Well, one of the things that Robert, you mentioned last week, and I totally agree with, is that a problem with financial planning being regulated as it is today by the SEC, is that there is no educational requirement to become a financial planner.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. But I think, you know, even just 12 or so years ago, when I joined the firm, you’d have senior professionals with legal pads, taking notes and meeting, saying, what did we just learn from that sale?

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. Then they, then they changed regulations to where the investment banks can’t really step in.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Insight Partners

DECEMBER 17, 2024

They combine AI capabilities with deep functional knowledge to address high-volume use cases like Relevance for GTM, Harvey and Flank for Legal, and Sierra for customer service. Executive reporting and knowledge retrieval (Production): A second investment bank leverages AI Agents to produce monthly executive briefing reports.

Startups 116

Startups Consulting Consultants Leveraging 116

The Big Picture

AUGUST 23, 2022

Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on. This is not legal. And we went through hundred and hundreds of thousands of dollars of legal defenses fighting this thing off.

Legal 128

Legal Banks Law Firms Taxes 128

The Big Picture

JANUARY 7, 2025

Barry Ritholtz : We always pay attention to regions where there is a pool of capital, a world class educational institution and a, a private sector that can combine all three. The interlinkages between women, our education policy, labor force, productivity, and again, ultimately the growth of the economy. Fascinating.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

FEBRUARY 7, 2023

COHAN: I was doing something I probably should never have been allowed to do, which was write about public education in Wake County, which was fine. And no one had ever done that, I had to get special permission from the Board of Education in Brooklyn back when they still do that. COHAN: Everybody wanted to be an investment banker.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. I mean, for me, it was a great education, I think those first, you know, seven or eight years at Merrill, because I had Rosie. I don’t see the Biden administration moving off of the Trump policies, limiting legal immigration. DUTTA: Yes.

Banks 59

Banks Stock Market Stock Market Finance 59

The Motley Fool

MARCH 18, 2025

Where do we stand on this doge effort in maximizing efficiencies and what will the legal system allow in regard to that? But we're seeing a lot of price cuts from investment banks across the board, at JP Morgan , Wells Fargo , a lot of folks piling on right now. Tariffs on, tariffs off. Learn more at schwab.com/trading.

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Stock Market Stock Market Banks Taxes 130