CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! Which is More Expensive: Invisalign or Braces?

Healthcare 130

Healthcare Planning Finance Accounting 130

CFO News Room

DECEMBER 16, 2022

Job cuts at hospitals may seem counterintuitive given the nation’s widely known shortages of healthcare workers. As such, only continuous use of N95 respirators protects healthcare workers against respiratory infection whilst intermittent use of medical masks and respirators are equally ineffective (3). The deck: “Allegedly.

Math 130

Math Education Management Consulting Healthcare 130

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. And big consumer and healthcare.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: Why would I take more than the value of the accounts receivables. You executed a $4 billion IPO for your Avantor life sciences company, the largest healthcare-related IPO I think in history, is that true? RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: Right, right. KLINSKY: Yeah.

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

Barry Ritholtz

MAY 9, 2023

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. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 116

Investments Banking Advertising Finance 116

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. SEIDES: So it’s Hartford HealthCare. And at the time, I was managing Protege Partners as a hedge fund of funds.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52