2005 Planning Valuation 
Steve Sanduski
AUGUST 22, 2023
Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.
The Big Picture
OCTOBER 24, 2022
I think it was just a bit of poor planning more than anything else. So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
MARCH 5, 2024
What, what was the career plan? So I remember writing the merger, our business plan there. So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards. How do you get from medical school to that? And then implementing the business.
Brown Advisory
NOVEMBER 29, 2016
By ensuring the investment policy statement aligns with current market conditions, we can help nonprofits determine the return necessary to provide for planned spending or a build-up in reserves, while keeping pace with inflation and accounting for a spectrum of possible bull- or bear-case scenarios.
The Big Picture
SEPTEMBER 5, 2023
And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.
The Big Picture
DECEMBER 14, 2022
By the way, when I’ve switched from M&A to real estate, I spent basically 18 months, in my mind, just converting yields into multiples because I learned — relearning the lingo of valuation. MCCARTHY: And he drove down there in 2006 or 2005 — yeah, 2005 or ‘06, and he — RITHOLTZ: And you went with him?
The Big Picture
APRIL 18, 2023
In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. BARATTA: Yeah. In the long run. And, you know, why is that?
Expert insights. Personalized for you.
52 
Let's personalize your content