Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Life on the Buy Side

APRIL 15, 2019

At the age of 25, Buffett became the portfolio manager of his first fund. But during those years, as he does every year with his annual Berkshire Hathaway letter, Buffett regularly communicated with his investors about the portfolio and what he was seeing in the market.

Investment 130

Investment Investors Portfolio Management Stock 130

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

The Deal

JANUARY 17, 2024

(NRG) up to 20%, a major blow to a consumer advocacy group that had been urging the agency to prohibit the activist from adding directors in cooperation agreements with public utilities. BTU), where two of the Paul Singer-led activist’s portfolio managers hold seats. was “outside the scope” of the agency’s analysis.

Shares 52

Shares Utilities Portfolio Management Management 52

Peak Frameworks

AUGUST 24, 2023

High-end brands like Louis Vuitton utilize direct distribution to maintain premium pricing and high margins. Effect on Gross and Net Margins The balance between revenue growth and cost control through channel optimization can improve profit margins.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Peak Frameworks

MAY 24, 2023

Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management. Risks and Criticisms of Derivatives Despite their utility, derivatives are not without risks and criticisms. They provide avenues for hedging, speculation, and achieving arbitrage.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. You know, I’m a very high consumer and utilizer of healthcare and I do have, you know, sort of the behind the scenes look at things. Healthcare is confusing and expensive in its traditional state.

Insurance 52

Insurance M&A Healthcare Medical 52