Remove Economy Remove Recruitment Remove Valuation
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? We have a very robust economy. And now here we are, and every couple of decades we have to go through these periods where there’s heat in the economy and inflation is one manifestation of the heat. As baby analysts.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

How does that affect how you recruit employees? So you think of old economy stocks and new economy stocks is another way to think about ’em. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School.

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient. That is not being reflected in valuations from a top down standpoint.

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Transcript: Kenneth Tropin

The Big Picture

And then in 1982, Dean Witter recruited me to join them and to really start managing what was their fledgling hedge fund practice, which was really with CTAs back in that era, and then evolved into, you know, more macro style funds. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing.

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Transcript: David Einhorn, Greenlight Capital

The Big Picture

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. So I applied to half a dozen of the best programs.

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How to Negotiate Equity in a Private Company or Startup

Darrow Wealth Management

Did you apply for this position or were you recruited? Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning! What would you be leaving on the table at your current job if you left? Are you currently employed?