CFO News Room

DECEMBER 27, 2022

My guest on today’s podcast is John Stokes. Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

NOVEMBER 14, 2023

If, if you had to guess someone would run through this path, you would, you would never assume, well, you’re gonna come outta law school and eventually you’re gonna be general counsel. 00:01:15 How does that lead to running a group of quants? 00:01:15 How does that lead to running a group of quants?

Math 52

Math Leadership Investments Entertainment 52

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. RITHOLTZ: My special guest this week is David Conrod.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

MARCH 26, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, what can I say? I don’t know what else to say about her. I don’t know what else to say about her. It was 2015. You were great.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

OCTOBER 3, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio [ Barry Ritholtz ] 00:00:07 This week on the podcast, what can I say? Barry Ritholtz ] 00:01:36 It’s great to have you. Tell us when was that and, and what’d you do there?

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

JANUARY 4, 2023

But what is government itself, but the greatest of all reflections on human nature?” Here are the four big election storylines to follow in 2023… The Kentucky gubernatorial contest has already gotten off to a chaotic start, with a slew of prominent Republicans in the state lining up to challenge Democratic Gov. Bird Song of the Day.

Manufacturing 130

Manufacturing Economics Transportation Retail 130