CFO News Room

DECEMBER 17, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. And while Buffett was naturally gifted in math, he was initially scared of public speaking. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com.

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Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. My mental image was that he worked in the bank of, back of a bank approving mortgage applications. So I was at Harvard.

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Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. So I got to know banks a little bit.

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Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

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Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? DAVIS: Yes, exactly.

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Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So I, I did a math degree at Oxford, which is more pure math. It’s just math stick to it over long periods of time. The second is excess returns.

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