Rami Cassis, founder and CEO of Parabellum Investments, discusses how his firm operates as a hybrid between a family office and private equity firm. He provides an inside look at his investment approach, building relationships and reputation, and his perspective on improving private equity's image.

Key Topics and Timestamps:

• What a hybrid family office and private equity firm is and why Cassis cares about private equity image [00:02:00 - 00:05:45]
• Cassis' approach to sourcing investments and what he looks for in an acquisition target [00:05:45 - 00:10:15]
• How valuation discussions unfold and avoiding deal fatigue [00:10:15 - 00:15:00]
• The importance of honoring your word in building relationships and reputation [00:15:00 - 00:20:00]
• Integrating a new acquisition and exiting investments [00:20:00 - 00:25:00]
• Tips on deal negotiations and avoiding concessions [00:25:00 - 00:30:00]
• Working with management teams and the role of chairman [00:30:00 - 00:35:00]
• How private equity can improve its image and be a force for good [00:35:00 - 00:40:00]
• What Cassis looks for when hiring junior team members [00:40:00 - 00:45:00]
• The importance of diversity and avoiding "assholes" [00:45:00 - end]

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Modeling

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In this episode, Christina Bresani, Managing Director and Head of Corporate Advisory at William Blair, shares her insights and experiences in investment banking and corporate advisory. She discusses her background, breaking into the industry, and the importance of networking. Christina explains the role of corporate advisory and its responsibilities in mergers and acquisitions, including advising clients on acquisitions, divestitures, mergers, and defending against activists. She emphasizes the changing landscape of friendly and hostile takeovers and the need for valuable relationships with clients. Additionally, Christina highlights the importance of diversity and the initiatives taken by William Blair to support women in investment banking. The episode concludes with her advice to be open to learning, curious, and true to oneself in the industry.

We discuss the following topics:

• Christina's background and journey in investment banking
• Breaking into the industry and the importance of networking
• The role and responsibilities of corporate advisory in mergers and acquisitions
• Preparing for shareholder activism and engaging with activists
• Evaluating defense profiles and best practices in the boardroom
• The current landscape of friendly and hostile takeovers
• The importance of diversity and initiatives to support women in investment banking

More about our sponsor Fintalent.io: https://fintalent.io

You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Check Out these Wall Street Oasis courses:

Modeling

Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/

LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/

Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

In this episode, Dr. Daniel Crosby shares insights on the behavioral aspects of investing. The conversation covered a range of topics, including the trends of passive and active investing, the biases exhibited by portfolio managers, the impact of recent events like the WallStreetBets phenomenon, and the interconnectedness of personal well-being and financial decision-making. Let's delve into the key takeaways from this enlightening discussion.

We discuss the following topics:

• Passive vs. active investing: Strengths and weaknesses of both approaches.
• Biases in portfolio managers: Managers can exhibit biases they advise against.
• Rise of retail trading platforms: Gamification, easy access, and zero-cost transactions.
• Role of personal well-being: Connection between well-being and financial decisions.
• WallStreetBets phenomenon: Appeal and cautionary aspects of the movement.
• Influence of extreme states: Impact of emotional and physical states on decision-making.
• Overall insights: Understand approaches, manage biases, consider retail trading, and prioritize well-being.
  
  

More about our sponsor Fintalent.io: https://fintalent.io

You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Check Out these Wall Street Oasis courses:

Modeling

Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/

LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/

Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/