Barry Ritholtz

FEBRUARY 6, 2024

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. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Then, to get what’s in circulation off the street, he suggests that governments give consumers incentives to turn in those bills – so bring in a $100 bill and get more than its face value deposited to your bank account.

Currencies 41

Currencies Banking Accounting Budgeting 41

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. Or how do we work around a concentrated stock position, right? Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I’m going to launch an RIA just so that I cannot be worried compliance-wise that I’m giving advice that I shouldn’t be.” And so I was, “Okay, I don’t want to do this the wrong way.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And that wasn’t scalable. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

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 at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52