Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. The firm was worth $1billion in 2003. It was also rumoured that Raju knew the plan(route) for a metro that was to be built in Hyderabad.

Banking 131

Banking Accounting Ethics Sales 131

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. military banking facilities; certain bank-to-bank settlements; accounts owned by certain retirement plans.

Accounting 100

Accounting Compliance Taxes Banking 100

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: This is 2003. RITHOLTZ: Yeah.

Clients 163

Clients Investments Investing Management 163

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. military banking facilities; certain bank-to-bank settlements; accounts owned by certain retirement plans.

Accounting 52

Accounting Compliance Taxes Banking 52

The Big Picture

JULY 4, 2023

What were your early career plans? RITHOLTZ: So you launch your own firm IDW in 2003. Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results.

Management 148

Management Recruitment Numbers Banking 148

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. And understanding those influences provides important context for planning ahead.” RITHOLTZ: So another quote of yours, “The here and now is never an accident.

Management 279

Management Assets Portfolio Investing 279

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. And so, when you pulled Bloomberg and you type in like the Fidelity Magellan Fund and then you type DES, all that information …. RITHOLTZ: Yes.

Assets 174

Assets Management Marketing Marketing 174