The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: So it’s Hartford HealthCare. And at the time, I was managing Protege Partners as a hedge fund of funds.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

Numbers 140

Numbers Management Banking Marketing 140

The Big Picture

MAY 16, 2023

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. So I was very heavy in financial services stock, which was a great lead gen engine. So this is the math that I applied. So think about this, do the math.

Media 275

Media Investing Investments Valuation 275