The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Financing Finance 59

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

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. 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. And it is slightly surreal.

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

JANUARY 9, 2024

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. You know, it was all this like structuring and like tax and legal and accounting stuff.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

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. And so I left a OL for a startup in music. Now, you don’t mention in the book if you were incentivized with stock, but I assume you’re joining a startup. It wasn’t far.

Companies 59

Companies Education Legal Law Firms 59

The Big Picture

SEPTEMBER 23, 2024

I work for a really senior guy in the investment bank. We should be like, 00:06:58 [Speaker Changed] It’s 00:06:58 [Speaker Changed] A startup. It was very much a brokerage house with a growing, expanding investment bank. It wasn’t really a proprietary investing trading culture. In those years.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59