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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

NOVEMBER 26, 2022

As the struggles of stock and bond markets this year wreak havoc on client portfolios (and revenue for firms charging on an assets under management basis), some firm owners might be reluctant to sell when their revenue numbers – an important firm valuation metric – are (perhaps temporarily) lower than they once were.

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Securities Investments 130
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Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. What’s the valuation? SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver. You still had 2012 to 2017 to finish the bet.

Benchmarking 52
Benchmarking Investments Marketing Treasury 52
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