article thumbnail

Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., Thanks to Rick Unser for having me recently on his 401(k) Fridays podcast.

Finance 150
article thumbnail

Podcast Interview on Behavioral Investing: Managing the Emotions Behind Our Decisions

Steve Shu Consulting

So while investment markets are not currently very volatile, it is a good time for many people to get a fresh start and re-assess their situations. As another example, the younger generation thinks about finance and life very differently than older generations.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Preparation for the Case Interview:  Math, Charts and Market Sizing

Tom Spencer

A major portion of the consulting case interview tests your quantitative skills. So your interviewers want to know that you’re comfortable with math and have strong analytic reasoning skills. Here is a play-by-play of how you should approach a case interview: . Your interviewer should be able to follow along easily.

article thumbnail

Breaking Down Case Interview Frameworks – M&A (Mergers and Acquisitions)

Management Consulted

Welcome back to the last in our series on breaking down case interview frameworks. Check out our breakdowns on Profitability , Market Sizing , and Market Study to become a complete expert on any kind of framework you’ll need in your case interview. This comes down to 4 key areas: – The Market.

article thumbnail

The real advantage of case interview preparation

Tom Spencer

Consulting case interviews require lots of preparation. Consequently, if you want to be well prepared for your case interview, you will probably have to expect 1-2 months of intense preparation, after which it is not yet certain whether you will receive the job offer. On average probably 1-2 months. How should you proceed?

article thumbnail

Frameworks for the Case Interview (Part I: Market Study Framework)

Tom Spencer

As I have been asked by quite a lot of people to share some frameworks, I will use the next 3 posts to walk you through the most frequently used frameworks in the case interview. While you are reading those frameworks and related examples, keep in mind that no framework is the skeleton key to all case interviews.

article thumbnail

Investment Banking 101: Understanding the Industry

Tom Spencer

Investment bankers work on behalf of both individual and institutional clients to raise capital by issuing securities, as well as to advise clients on financial matters such as mergers, acquisitions, and other corporate finance activities. Investment bankers may also be involved in the creation and distribution of new securities.

Banking 88