2012, License and Strategic Planning - Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.

Assets

Assets Management Portfolio Marketing

Transcript: William Cohan

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. He had decided to license his name and just take fees and you know, that’s a much better business model. He was taking fees for licensing his name.

Engineering

Engineering Banking Numbers Management

Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

Transcript: William Cohan

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