Trade Brains

JULY 7, 2023

Tata Elxsi has three key verticals: automotive, media, broadcast & communications, and healthcare. The recovery in the automobile industry, rising healthcare spending in the wake of the Covid-19 pandemic and growth of OTT platforms aided the company to record higher sales.

Planning 52

Planning Healthcare Sales Electronics 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Transparent communication about your availability and capacity is also paramount in managing client expectations.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

DECEMBER 5, 2023

Social factors such as access to healthcare, food, and housing can create meaningful risks and opportunities that are directly relevant to a company’s competitive position. Governance agendas are broadening to address consumer and investor pressures and expectations.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Indigo Marketing Agency

APRIL 23, 2020

I’ve talked to him extensively about what he’s doing, how he’s communicating with his clients. And so, you want to communicate regularly with valuable content that your audience is interested in. So let’s talk about what you should actually be doing this month. My dad’s an advisor.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare. We were short subprime mortgages with John Paulson.

Management 130

Management Investing Investments Government 130

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that, that’s the challenge. It’s not secure.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. So for example, if I said we’re hiring a CEO to run a healthcare software business and our criteria is they have to have done it for 20 years. They could see us getting better. RITHOLTZ: Right.

Numbers 298

Numbers Investing Investments Management 298

The Big Picture

JANUARY 24, 2023

There was XO Communication and McLeod. You executed a $4 billion IPO for your Avantor life sciences company, the largest healthcare-related IPO I think in history, is that true? So life science supplies, healthcare, IT, managing wind and solar farms, niche software, and consumer, different things like that. RITHOLTZ: I recall.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: Thanks. RIEDER: Right.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun.

Media 290

Media Investing Investments Valuation 290

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. David Roux : Lotus is eventually acquired by IBM, by coincidence.

Engineering 130

Engineering Manufacturing Consulting Investing 130