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? It’s business that caters to the U.S. 4 = 6.125x Revenue, what was NTM?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

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

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

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

FIGURE 2 Source: Strategas Securities LLC Following the oil shocks of the ‘70s and the breaking of double-digit inflation by then Fed Chairman Paul A. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. history was born. Will 2024 be a positive year for equities?

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

FIGURE 4 Source: Strategas Securities LLC Our Current Tactical Positioning Our current views are expressed in Figure 5, below. Go to top 2023 Second Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Sophisticated Have Online Scams Become?

S&P 52

S&P Bank Banking Investment 52