The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

APRIL 18, 2023

BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. So, really, in private equity, our first adventure outside of Western Europe was in India and China, and that was somewhere around 2005. We find great management teams. When did Blackstone start to look at Asia?

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. BROWDER: I just gone the risk management committee. I go over to Salomon.

Government 321

Government Banking Numbers Investing 321

Carson Wealth

DECEMBER 30, 2024

in 2024, boosted by productivity growth that is running quite a bit higher than what we saw from 2005 2019. Though full disclosure: we removed our energy overweight early in the year, and overweighted communication services and industrials (along with financials). Two: Our Proprietary LEI suggests expansion continues.

Marketing 62

Marketing Marketing Valuation Economy 62