PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. All of a sudden I feel like a criminal with the $100 bill in my wallet that I got that last time I used a Bank of America ATM, and it’s in the genes since I know that my dad has a hoard of cash at home. Don’t have a bank account?

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: Oh, really?

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. So, it’s still separate and compliance does not allow us to cover estate-planning fees.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

FEBRUARY 2, 2022

So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you. And oh, by the way, you better have $750,000 in assets under management.” Michael: Okay.

Planning 130

Planning Math Numbers Investments 130

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?

Math 52

Math Leadership Investments Entertainment 52

CFO News Room

DECEMBER 13, 2022

They call it whatever compliance tells them to call it. I mean, I got a plethora of awards, and by all accounts, I was on a meteoric rise to the top. Their compliance has to approve everything. ” We wanted to be ultimately accountable for every facet of what we did. Terry: Exactly. Or they can’t call it that.

Planning 130

Planning Profit and Loss Leadership Numbers 130

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.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. And the ability to say, gosh, you know, there’s a lot of stuff in fixed income, that for a variety of reasons, central bank owns it, a pension fund owns it, insurance companies own it. RIEDER: Right. It has no value.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. billion deal. BERRUGA: Yeah. BERRUGA: Yeah, speed.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. ” And just like the change bank from “Saturday Night Live, “We’ll make it up in volume. Share it for free.”

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. What about what happened with a lot of banks during the financial crisis? What accounts for the difference between the two in your experience working on the trading desk? MIELLE: Lots of cursing.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 27, 2023

And I was very fortunate to get a job at the Federal Reserve Bank of New York. So that not shorting financial institutions kind of brings us forward to what’s been going on in the regional banks in 2023. How do you look at the First Republics and Silicon Valley banks? And so it’s one of these things that math works.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 57

Math Treasury Marketing Valuation 57

Barry Ritholtz

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. I’m kind of in intrigued by the idea of philosophy and math.

Finance 57

Finance Marketing Numbers Investments 57

PYMNTS

JANUARY 30, 2017

By all accounts, it’s gotten very serious about its global expansion, particularly in the United States. billion bank accounts worldwide that MoneyGram is able to send money to, which helps Alipay grow and expand its full lifestyle vision of mobile payments. Thus, the MoneyGram buy. Not to mention the 2.4 But in the U.S.,

Math 57

Math Entertainment Compliance Currencies 57

Barry Ritholtz

MAY 16, 2023

I think eventually it’s Dain Rauscher, which is now Royal Bank. RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. So this is the math that I applied. So think about this, do the math.

Leverage 112

Leverage Investments Valuation Finance 112