Remove Communication Remove Concentration Remove Investments Remove Mergers and Acquisitions (M&A)
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Transcript: Kathleen McCarthy

Barry Ritholtz

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. You started your career doing M&A at Goldman Sachs. MCCARTHY: — and end up in M&A on Wall Street. That’s really an astonishing return. Kathleen has been with Blackstone since 2010.

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Transcript: Ken Kencel

Barry Ritholtz

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

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Transcript: Brian Hamburger

Barry Ritholtz

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.