Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 4.35 It is experienced in solving problems related to global trade, supply chains, and modernizing finance & risk management. Price to Book Value 6.78 Price to Book Value 1.81 Price to Book Value 9.71 Particulars Amount Particulars Amount CMP ₹1,520.05

Banking 59

Banking Financial Services Consulting Retail 59

Harness Wealth

OCTOBER 23, 2023

Generally speaking, CAS accounting focuses more on compliance work and one-off needs, whereas advisory accounting goes into larger, more nuanced strategic decision-making. Book a call with us today to learn how Harness Tax can be the catalyst for your firm’s growth. Ready to take your tax advisory practice to the next level?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. What makes sense? We were short subprime mortgages with John Paulson.

Management 130

Management Investments Investing Government 130

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. First of all, before we get started, I very much enjoyed the book.

Assets 285

Assets Investments Investing Management 285

The Big Picture

MAY 9, 2023

And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time. Risk appetite was changing. We just get to focus on assets and asset risk management. Capital rules were changing. SALISBURY: Yes.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So we took people and back then there was a book, right, the Dow from 1897 to present. ” Explain what that means.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

MAY 23, 2023

And when we first booked you, you were like a junior analyst. Let’s round it up to 145 as much as my compliance people hate when I do that. Let’s talk about some of your favorite books and what you’re reading lately. The translators of these books, aren’t they gifted? That has to be a little bit of a surreal experience.

Clients 162

Clients Management Engineering Investments 162

Good Financial Cents

AUGUST 12, 2023

As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence. Each source has its unique characteristics, risks, rewards, and requirements. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Diamond Consultants

DECEMBER 4, 2024

The ability to inherit a book is great, but if it ties you to the firm for 7 years, can you live with that? In the event the book ever needs to be transferred out of the firm, simplicity often means faster asset transitions. Protect Yourself We live in a world of zero-tolerance compliance and risk management.

Compliance 52

Compliance Clients Education Retirement 52

The Big Picture

NOVEMBER 4, 2024

So if you can manage drug compliance better, and most importantly, the easiest but not easy thing to do is to keep people out of the hospital appropriately. I mean, this is the thing, I I always, hospitals always talk about utilization management. Let’s talk about books. And he actually had never written a book.

Healthcare 130

Healthcare Medical Investments Investing 130

The Big Picture

JANUARY 14, 2025

Maybe we should do this out from under the compliance regulations of a broker dealer? So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. Let, 00:51:40 [Speaker Changed] Let’s talk about books. And then how much longer was it before?

Management 147

Management Investments Investing Assets 147