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. Has he called you in the last six months?”

Planning 130

Planning Communication Profit and Loss Education 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. We are not YNABers.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: Thanks. RIEDER: Right.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. And at the time, I was managing Protege Partners as a hedge fund of funds.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education. BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

MARCH 27, 2023

What accounts for the difference between the two in your experience working on the trading desk? There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. So first, is this just cockiness, excess self-confidence by male traders versus female traders?

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 27, 2023

BORISH: And, you know, First Republic, which was a different type of institution, and they were basically, think about it in the old days, they were giving away the toaster to try to get accounts and then when rates started to go up. And so it’s one of these things that math works. So think about this, right? RITHOLTZ: Right.

Math 57

Math Risk Management Profit and Loss Marketing 57

CFO News Room

DECEMBER 16, 2022

Now the Vermont independent is set to take over the Senate’s prestigious Health, Education, Labor and Pensions Committee next year. Oklahoma’s departing attorney general just took a big step toward achieving a conservative education milestone. It is math, but it’s practicing racial discrimination. Oklahoma Republican Gov.

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