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Transcript: Ted Seides

The Big Picture

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. Let’s talk a little bit about your alternative investments career. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. Great to be here with you.

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Transcript: Gretchen Morgenson

The Big Picture

Gretchen Morgenson is the Pulitzer Prize winning investigative journalist for “The Wall Street Journal” and “The New York Times”. Yes, there’s a legitimate need and use for private equities, especially in mid-markets where, to be blunt, Wall Street has just abandoned that space and gone upmarket, creating a vacuum.

Insurance 141
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Transcript: Aswath Damodaran

The Big Picture

What led you into that field of study in the world of investing? And then I turn to my storytellers, I said, by the end of this class, I hope you have enough confidence with numbers so you’d become a disciplined storyteller. The other argument I heard was management compensation — RITHOLTZ: Right. They match up.

Valuation 286