The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does. Michael Fish is co-founder and CEO of American Securities.

Management 173

Management Investing Investments Numbers 173

The Big Picture

MARCH 5, 2024

I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting. I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting.

Banking 144

Banking Portfolio Assets Investing 144

The Big Picture

MAY 7, 2024

The transcript from this week’s, MiB: Joanne Bradford, Domain Money , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief Revenue Officer at Microsoft.

Startup 144

Startup Advertising Engineering Numbers 144

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. What’s up with these “advice-only financial planners?”

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.  The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. SEIDES: Yeah. SEIDES: Sure.

Management 130

Management Investing Investments Government 130

SEI

SEPTEMBER 17, 2022

So with that, let's just kind of jump right into the private bank segment. You recently announced that Sanjay Sharma will assume leadership of the private bank segment. Also joining us is CFO Dennis McGonigle. Just so everyone knows, we have about 45 minutes, and the format will be a fireside chat. Ryan Hicke: Sure. That's helpful.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Joe Baratta is the Global Head of Private Equity at PE giant Blackstone, where he has worked since 1998.

Assets 157

Assets Investing Investments Valuation 157