CFA Institute

JULY 14, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A)

CFA Institute

DECEMBER 8, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A)

CFA Institute

AUGUST 30, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A)

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. A loss decreases equity.

Financial Modeling

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments.

Mergers and Acquisitions (M&A)