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Transcript: Steven Klinsky

Barry Ritholtz

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today.

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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. Adam is an Associate Financial Planning Nerd at Kitces.com.

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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.