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 286

Assets Clients Investing Investments 286

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Let me say what your compliance wouldn’t allow you to say.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. It’s about the 10-year stuff.

Media 278

Media Investing Investments Valuation 278