CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Right, right.

Mergers and Acquisitions (M&A) 103

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

Barry Ritholtz

NOVEMBER 22, 2022

Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs. And so you need strong healthcare to meet the needs of the population. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I know nothing about healthcare. SHAW: Well, it’s pure geometry.

Investments 57

Investments Finance Education Numbers 57

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

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. I only took, you know, three accounting classes and I’m, you know, I, I don’t think I’m your person.

Investments 103

Investments Marketing Transportation Finance 103

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. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, the leverage in the system builds. Russia and Ukraine account for 12 percent of the calories in the world. How are we doing in literacy versus math versus science? RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 57

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