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Howard Marks’ Memo Spotlights Major Shift in Investing Approach, Raises Behavioral Considerations

Steve Shu Consulting

While I definitely oversimplify (you need to read the memo), the fuel of declining interest rates are unlikely to be a tailwind at our backs as compared to the prior 40 years. As a behavioral finance person, I see some perils of using fast, autonomous thinking and the need to try to use more slow, reflective thinking.

Finance 30
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5 reasons to choose strategy consulting over financial advisory consulting

Management Consulted

Beyond definition, there are many other factors that put strategy consulting and financial advisory consulting in different camps. As a quick disclaimer – both strategy and finance are imperative to the health of any company, so we’re not trying to argue that strategy is more important than finance or vice versa.

Financial 252
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ModelOff 2012 ? The Financial Modeling World Championships

Tom Spencer

Definitions. Modeloff was founded by John Persico , chief executive of Vumero , a Melbourne-based finance contracting company and board member of the Australia Israel Chamber of Commerce Young Business Forum. Helpful Links. ModelOff 2012 – Financial Modeling World Championships. in Investing. To enter, you need to act quickly!

Financial 117
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The Perils of Internal Disruption (Part 3)

Markovitz Consulting

If something is “disruptive,” then it must by definition be good. Similarly, most finance departments in large companies cut their activities to a bare minimum during the month-end close of the books, which often can take up well over a week.

Finance 145
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Kickstarting the Gift Economy - Tom Spencer consulting blog

Tom Spencer

Definitions. As a result of the crisis, there was less money available for consumption and investment activity, and businesses found it difficult to re-finance existing loans. Helpful Links. Kickstarting the Gift Economy. by Tom Spencer on September 15, 2012 · 2 comments. in Economics.

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Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

Definitions. In your author’s opinion, the writedown of Greek debt falls clearly within the S&P definition of sovereign default. Undeterred however by rating agency definitions, European leaders have characterised the writedown as a voluntary “ private-sector involvement ” or PSI. Helpful Links. in Economics.

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Consultant Ninja: The Curious Case of Equity Private, Part I.

Consultant Ninja

For the period of 2006-2008, I was somewhat entranced by the wizardry (and compensation) of my finance peers. One colleague, a Deutche Bank leveraged finance Associate, expressed interest in joining my consulting firm until he learned that it would entail a 70% pay cut, for example. Posted by Consultant Ninja. at 7:45 AM. Just curious.