BlueMind

DECEMBER 23, 2022

One of the most outstanding movies of the financial industry to this time, which was inspired by true events, Margin Call will take you on a roller coaster ride that spans over 24 hours. However, the true reason is the major analysis that he had been working on, which reveals how the company could be headed towards a major downfall.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 157

Clients Investing Investments Management 157

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. So, you’re trying to play a little bit disadvantages that tend to be in the financial markets with momentum and mean reversion.

Valuation 130

Valuation Investing Investments Portfolio 130

The Big Picture

JANUARY 9, 2024

And so I had the spreadsheet of every convertible bond deal that we or anyone else in the market did. And it stopped in like September of 2008. It was derivatives math, it was like working with the traders on like risk management. And it restarted in, I wanna say March of 2009, but like onlya little bit.

Banking 130

Banking Retail Math Management 130

The Big Picture

MARCH 20, 2023

This is the government financially rescuing people despite—or perhaps because of— their own enormous recklessness and incompetence.” This is why rescuing them is so infuriating: “This inequity is especially galling to those of us who work in the financial markets. But those people and companies who are bailed out do not.

Banking 322

Banking Insurance Government Management 322

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing.

Banking 130

Banking Investing Investments Clients 130