License, Strategic Planning and Valuation

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. We were one of the last to get what’s called a value added license to the compus stat database.

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. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. 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

Webinars

Stay Connected