The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

Management 281

Management Valuation Consulting Investing 281

Wealth Management

APRIL 9, 2025

Court of Appeals for the Second Circuit upholds QTIP trust valuation for estate tax, rejecting deduction for settlement payment to widows estate. In Kalikow v. Commissioner, the U.S.

Valuation 245

Valuation Taxes 245

Wealth Management

DECEMBER 12, 2022

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

Wealth Management 246

Wealth Management Management Valuation Marketing 246

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 299

Valuation Assets Management 299

Wealth Management

FEBRUARY 27, 2025

Why the valuation date matters in divorce, gift and estate cases.

Valuation 171

Valuation 171

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Wealth Management

JANUARY 21, 2025

Analyzing the underpinnings of the U.S. Supreme Courts decision.

Valuation 246

Valuation 246

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 275

Startup Valuation Retirement 275

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. Welcome back to the 333rd episode of the Financial Advisor Success Podcast !

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

The Big Picture

MAY 20, 2025

The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.

Management 130

Management Numbers Transportation Accounting 130

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future. Read More.

Valuation 246

Valuation Economics Economy Marketing 246

Wealth Management

APRIL 17, 2023

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

Valuation 264

Valuation Sales 264

The Big Picture

APRIL 17, 2025

Two managers of a single-family office siphoned off so much money that each became a billionaire. Other than a handful of superstar managers (most of whose funds you cannot get into), the vast majority of these managers fail to justify their costs. Do you hang on every word whenever a famous fund manager shows up on TV?

Investing 267

Investing Investments Accounting Startup 267

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 173

Assets Management Valuation Investing 173

Wealth Management

OCTOBER 8, 2024

Proceeds from minority raise will fund growth for Dynasty.

Valuation 288

Valuation Assets 288

Wealth Management

JUNE 4, 2025

Key steps for executors handling art and tangible property in estates, from initial inventory to valuation and disposition strategies.

Valuation 137

Valuation 137

Abnormal Returns

DECEMBER 3, 2024

Fund management There is no escaping the math on leveraged ETFs. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation.

Math 144

Math Valuation Startup Economy 144

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 278

Valuation 278

Wealth Management

SEPTEMBER 26, 2022

Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like.

Retail 312

Retail Valuation 312

Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 278

Valuation 278

Abnormal Returns

JANUARY 28, 2025

Lottery-like behavior Does legal sports betting shift manager risk profiles? jeffreyptak.substack.com) Research What explains the valuation difference between U.S. papers.ssrn.com) Does high inflation increase gambling like behavior? papers.ssrn.com) Earnings How highly covered stocks react post-earnings announcement.

Valuation 144

Valuation Management Marketing Marketing 144

Nerd's Eye View

JANUARY 28, 2025

Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households.

Financial Advisor 147

Financial Advisor Clients Valuation Sales 147

Wealth Management

JUNE 28, 2024

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

Valuation 256

Valuation 256

Wealth Management

APRIL 22, 2025

The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9

Valuation 231

Valuation 231

Wealth Management

MARCH 26, 2024

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wealth Management 266

Wealth Management Valuation Management 266

Abnormal Returns

JULY 16, 2024

Managed futures Why managed futures stand out among hedge fund strategies. mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. than in other markets.

Valuation 261

Valuation Portfolio Management Investing 261

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning 264

Strategic Planning Valuation Taxes Clients 264

Wealth Management

MAY 14, 2024

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Valuation 264

Valuation 264

Abnormal Returns

JANUARY 13, 2025

advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. (thinkadvisor.com) How technology is helping advisers do their real job - helping clients. 199A deductions. axios.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

Wealth Management

MARCH 5, 2025

Tips for avoiding IRS scrutiny in an audit.

Valuation 259

Valuation 259

Abnormal Returns

APRIL 30, 2024

alphaarchitect.com) Research Managed futures returns are lumpy. rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing? Factor investing Portfolio construction matters when it comes to factor investing.

Valuation 259

Valuation Media Portfolio Assets 259

Wealth Management

MARCH 15, 2024

Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.

Valuation 258

Valuation 258

Wealth Management

JANUARY 29, 2024

Doubling the number of auditors requires an adjustment in approach.

Valuation 278

Valuation Numbers 278

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investing Investments 277

Wealth Management

JUNE 12, 2023

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

Valuation 264

Valuation 264

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance 299

Insurance Valuation 299