2018, License and Strategic Planning - Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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. COHAN: So, once I decided to see if I could do this book in August of 2018 — RITHOLTZ: Geez, that’s a five-year process. COHAN: Did a ton of deals.

Engineering

Engineering Banking Numbers Management

Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

Transcript: William Cohan

Webinars

Stay Connected