Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Also, if you account for the high turnover and the lapses between jobs, the compensation may not be as great as it first appears.

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

JANUARY 20, 2023

As a result of a normalization of monetary policy and thus a return to a real cost of capital, there will be a greater dichotomy between winners and losers. As shown in Figure 3, below, quantitative easing rendered active management less effective.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

OCTOBER 17, 2023

As always, we appreciate and thank you for your trust in us as the stewards of your capital. Please keep an eye on your email for your invitation! If there’s anything we can assist you with, please reach out. We’re always happy to help!

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

CFA 59

CFA Investment Banking Bank Banking 59

FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. FIGURE 2 Source: Fact Set Figure 3, below, showcases the divergence between the S&P 500® Equal Weight Index and the standard S&P 500® Index, which is weighted based on market capitalization.

S&P 52

S&P Bank Banking Investment 52

FineMark

JANUARY 17, 2024

As trusted stewards of your capital, we do our best to follow Charlie’s wisdom. The declining cost of capital combined with massive gains in labor productivity (due to technological advancements) resulted in sweeping wealth creation. Volcker, a “falling rate” regime began in 1981, kicking off a multi-decade drop in interest rates.

S&P 52

S&P Equities Valuation Investment 52