The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank.

Retail 130

Retail Banking Math Management 130

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We typically hire people out of the banks. I can’t remember if he sat at Bear or Lehman, but it was one of the banks that no longer exist. Banking getting much better. And at the same time, the dot com bubble collapsed.

Management 148

Management Recruitment Numbers Banking 148

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. billion deal. BERRUGA: Yeah, speed.

Clients 163

Clients Investments Investing Management 163

Brown Advisory

JUNE 16, 2022

Central banks globally are raising interest rates and this is having a chilling effect on equities and bonds alike. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. The last time U.S. and appeared to be going higher.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Do it my way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. And so, I write about it both — I do know, the simple maths about it how you can double shop ratios for uncorrelated strategies and then remind that it’s really difficult to find for uncorrelated strategies in long-only world. We’ll circle back with that.

Investments 130

Investments Investing Valuation Portfolio 130