The Big Picture

OCTOBER 19, 2022

They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. It’s through our portfolio and analytics and consulting service. Just go with your business plan.” RAMPULLA: Yeah. So we hired great people.

Financial Advisor 271

Financial Advisor Clients Taxes Investing 271

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So it was a great training ground to understand how, you know, theoretics went, went into the practical business. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. Anna Luke is my producer.

Banking 140

Banking Portfolio Assets Investing 140

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process.

Management 140

Management Recruitment Numbers Banking 140