Diamond Consultants

APRIL 16, 2024

Find an external successor: If there is no logical successor in-house, an advisor might look outside at other firms to see if they can compel or recruit another advisor to join their current firm. The next gen advisor joining the firm gets a nice recruiting deal and becomes the successor to a book of business.

Recruitment 52

Recruitment Retirement Clients Planning 52

Darrow Wealth Management

FEBRUARY 20, 2023

Did you apply for this position or were you recruited? Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning! What would you be leaving on the table at your current job if you left? Are you currently employed?

Startup 105

Startup Taxes Wealth Management Tax Planning 105

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. Recent Spinoffs: Mix of Good and Bad Results (Valuations expressed in $ billions). . Sprawling conglomerates inevitably grow more complex over time, leading to inefficiency and paralyzing bureaucracy.

Assets 52

Assets Clients Valuation Education 52

Diamond Consultants

MAY 3, 2022

Be realistic about the valuation of your business. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. And big firms fit the bill with their commission-based model plus the cherry on top: a significant transition package on the way in.

Banking 52

Banking Wealth Management Commission Assets 52

The Big Picture

NOVEMBER 21, 2023

It was about $170 million valuation. 00:53:28 [Speaker Changed] You know, I’ve, I’ve recruited a great guy, Matt Lira, to run this day-to-Day in Washington. 00:59:32 [Speaker Changed] So, so in late 21, 20 22, valuations had gotten a touch frothy in, in both the public and the private markets.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. To my recruiter nanny, what she had to fire her suddenly one day. He’s great. And we went out and sold the ads, and I knew that Pinterest would be big. And I left after two years. And so that was a fun run.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

FEBRUARY 12, 2024

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. So I applied to half a dozen of the best programs.

Management 295

Management Investments Investing Economy 295

Inside Information

DECEMBER 26, 2023

The PE firms, flush with capital, moved in to buy into the rising tide, and valuations were inflated ‘to levels previously unimaginable,’ as ‘buyers contorted themselves to justify higher prices.’ They will create more attractive cultures in order to win recruiting battles, and (separate trait) do what is necessary to keep their talent.

Wealth Management 40

Wealth Management Clients Management Numbers 40

The Irrelevant Investor

AUGUST 17, 2015

Rational measures of valuation had taken a backseat to “mouse clicks and momentum,” as Robertson put it, and he had no stomach for more punishment. On March 30, with the NASDAQ already 15 percent off its peak, Robertson broke the news to his investors. 28 Whereas D.

Marketing 52

Marketing Marketing Assets Recruitment 52

SEI

SEPTEMBER 17, 2022

Maybe if you can just comment on your advisor recruiting efforts. So every quarter you kind of mentioned that you recruited a certain number of advisors. And then now that valuations have come down, how do you think about M&A opportunities? Rajiv Bhatia: That's helpful. It's more I'd say an opportunistic model.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. What’s the valuation? RITHOLTZ: Right.

Management 130

Management Investments Investing Government 130

The Big Picture

JULY 26, 2022

I mean, I don’t — RITHOLTZ: So this is really devious recruitment. WEAVER: — you know, my teaching and recruiting. And since we look at both private and public markets, what do you think of in terms of valuation? RITHOLTZ: Do you end up hiring people right out of your classes or — WEAVER: Yeah.

Consulting 299

Consulting Numbers Management Investments 299

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 163

Valuation Clients Investments Investing 163

Trade Brains

NOVEMBER 26, 2023

It has a portfolio of popular internet domains for Online recruitment, Online Real Estate, Online Matrimony, and online educational services. The Company began operations on May 1st, 1995 with the launch of its classified recruitment business Naukri.com. Particulars Amount Particulars Amount CMP 1,437.4 Market Cap (Cr.) Stock P/E 22.8

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: Right.

Portfolio 130

Portfolio Investments Investing Numbers 130

Diamond Consultants

DECEMBER 20, 2022

With recruiting particularly active at Morgan Stanley and UBS, advisors demonstrated that it’s still the right model for many of them. That is, placing greater focus on building a business with the end in mind, even if it meant eschewing a significant recruitment package.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we? So there are a number of us heading in out of college into the BLS.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. So we have a pretty well tried and tested campus recruitment approach. So we have a tried and tested kind of campus recruitment approach.

Assets 300

Assets Clients Investments Investing 300

The Big Picture

MARCH 5, 2024

So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. What happened over the last year and a half or so is rates went up and valuations went down. And so that, that’s where we started the firm.

Banking 148

Banking Portfolio Assets Investments 148

The Big Picture

JUNE 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. You know, I think I went through two weeks of interviews and the recruiters had to be caught up and placated because none of their candidates got the job. That, that gives Barstool a half a billion dollar valuation.

Media 148

Media Food Advertising Investments 148

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. We’ve been at it for coming on a decade, had only a couple 100,000 customers. No, at the beginning, we make an investment.

Startup 174

Startup Investments Investing Numbers 174

The Big Picture

NOVEMBER 22, 2022

The catalyst for their downfall is the same as it always is — a good business overextending themselves by gorging on cheap credit collateralised by high and rising valuations of assets on their balance sheet. I never believed they would go down — and yet, here we are. Entrepreneur’s Handbook ). You’ll Miss Out on Gains.

Recruitment 265

Recruitment Valuation Assets Clients 265

The Big Picture

APRIL 8, 2025

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? But we think that that valuations are there. There Lisa Shalett : Were certainly remnants. So, you know, just to, to reframe, you know, folks who are Wall Street historians will understand this chapter. As baby analysts.

Asset Allocation 148

Asset Allocation Wealth Management Clients Assets 148

The Big Picture

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Meaning it would be a recruitment challenge. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. It can apply to earnings.

Valuation 174

Valuation Investments Investing Numbers 174

The Big Picture

FEBRUARY 17, 2025

That is not being reflected in valuations from a top down standpoint. One is, if you think about EM, equity valuations versus the s and p, the EM index is trading at, you know, 10 to 11 times forward pe. But key valuations are necessary but not sufficient condition for an opportunity to be attractive. 00:35:18 Right.

Investments 148

Investments Investing Economics Management 148

The Big Picture

DECEMBER 10, 2024

These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. We’ll buy the rest of it at a, a full valuation, which we did. And I said, I can just tell you that is the wrong price.

Engineering 130

Engineering Consulting Manufacturing Investments 130

The Big Picture

NOVEMBER 4, 2024

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. That’s is how in part you differentiate yourself.

Healthcare 130

Healthcare Medical Investments Investing 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 291

Media Investments Investing Valuation 291

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59

Banking Government Economics Taxes 59