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

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Where can I learn more about these exams?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Some of these funds have 100+ employees; Viking has 275+ with 45+ investment professionals.

Funds 59

Funds Management S&P Recruitment 59

FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. Again, it’s important to note that FineMark client portfolios are customized to suit each unique financial situation; therefore, these views may not be implemented in every portfolio in the same way.

Bank 52

Bank Banking Investment Economics 52

FineMark

JANUARY 17, 2024

Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. FIGURE 5 Source: FineMark National Bank & Trust Note : These are our current, broad views on the major asset classes employed in family allocations. Wishing you and your loved ones a prosperous and healthy 2024.

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52