The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. Capital rules were changing.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Big Picture

OCTOBER 21, 2024

As an example, institutional investors mentioned King Street in 2022, perhaps the worst year for hedge funds since oh 8 0 9. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. 2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

AUGUST 20, 2024

The opportunities to trade derivatives and be involved in the hedge fund space was something that really had not emerged, at least for me in New York until Canyon Partners provided that opportunity. That’s the equivalent of a large hedge fund every single day having to deploy its capital into the market.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

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. We were there very early.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

Pension Pulse

MAY 8, 2023

I used to invest in top global hedge funds back in the day and I trusted nobody. In an email to the News, Oxford spokesman Matt Pickles said the university accepted Schwarzman’s donation after “rigorous due diligence procedures” that took “ethical, legal, financial and reputational issues” into consideration.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

OCTOBER 15, 2024

Your next role is at Peter Teal’s hedge fund, Clarion Capital. That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. It’s very witty and charming, and revealing about an industry in a way that most books on hedge funds simply are not.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. But by 1986 they had huge legal problems. So I took that. Just amazing.

Mutual Funds 105

Mutual Funds Funds Banks Assets 105

The Motley Fool

MARCH 29, 2025

Rather than spreading thin, its tight focus on providing fast, inexpensive, and legally compliant money transfers for financial institutions means that it can expect to continue growing so long as there are potential users that are still processing their transfers in slower or more expensive ways.

Financial Institutions 227

Financial Institutions Mutual Funds Hedge Funds Assets 227

The Motley Fool

JANUARY 15, 2025

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. We saw strong broad-based performance across hedge funds. Full-year retail net inflows of 24 billion were led by continued strength in Aperio and inflows into active fixed income mutual funds. Operator instructions] Thank you. Christopher J.

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Assets Shareholders Capital Asset Management 130

The Big Picture

FEBRUARY 25, 2025

. ’cause when you’re, you were chairman of the Yale Endowment Investment Committee, David Swenson was famously the creator of the Yale model, and he had a lot of focus on private investment, on alternatives, on venture capital, hedge funds, as well as commodities. It really just comes from an odd legal usage.

Investing 64

Investing Mutual Funds Funds New York Stock Exchange 64

The Big Picture

MAY 21, 2024

But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions. Like they were outflows throughout 23 from mutual funds.

Financing 59

Financing Finance Banks Assets 59

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. And so we have them in periodically to talk to.

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Banks Stock Market Stock Market Legal 59