FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. 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.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

Further, we expect AI adoption analogs similar to those seen in personal computing following the advent of the graphical user interface, which utilized clickable on-screen windows, menus, and icons. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate.

Bank 52

Bank Banking Investment Economics 52

Mergers and Inquisitions

FEBRUARY 28, 2024

As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm. Rate Changes: If interest rates are set to rise over the next year, how would you structure your portfolio?

Equities 59

Equities Debt Asset Management Recruitment 59