CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. So as we grow, become more efficient, we get scale, we sort of make a profit. And we take that profit, and we do two things with it.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

JULY 18, 2023

You start out spending five years at Ernst & Young doing hedge fund accounting. WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

APRIL 2, 2024

Healthcare minimum wage. We’ll talk more about healthcare, which obviously is a world of difference. So the healthcare system was a big part of it, which was sort of feeling that I didn’t know how to negotiate this. Why don’t we talk first before we get to healthcare. So interesting, so fascinating.

Healthcare 57

Healthcare Economics Math Education 57

Barry Ritholtz

APRIL 11, 2023

They had the access to loss and excel really. I’m not a natural accountant or an actuary. And about 200 put up their hands; ex-bankers, recovering accountants, auditors, actuary, scientists, mathematicians. And I think that’s a loss. That’s fascinating. RITHOLTZ: — to say the very least.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. Ends up turning about $27 million of swap premiums into 2 billion plus in profit. RITHOLTZ: Sounds dry and tedious, but. What led to that approach? HOFFMAN: I mean, at heart, I’m a narrative journalist.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. the SECURE Act, which passed in the final weeks of 2019 ), as each chamber tries to pass new laws before many of them are replaced and as deadlines approach for ‘must-pass’ spending and defense bills.

Planning 130

Planning Leadership Healthcare Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

AUGUST 23, 2022

BROWDER: And I’ll just point out that this was back in the days when $100 million profit is real money. It was being done out of these companies and it’s a company that’s generating tens of billions of dollars of profit. And so there I was nursing a 90 percent loss. RITHOLTZ: Wow. RITHOLTZ: Right.

Investments 126

Investments Math Banking Profit and Loss 126

Barry Ritholtz

AUGUST 22, 2023

And whether they were producing new ideas about the economic analysis of law or new ideas about what freedom means or new ideas about the securities law, it was like, it was electric. SUNSTEIN: In Chicago, and it was about social security law and anti-poverty law. It was like Paris. And that was one of my courses. RITHOLTZ: In Chicago.

Economics 98

Economics Finance Investments Numbers 98

CFO News Room

FEBRUARY 2, 2023

Quick summary: “[T]he rapid liberation of women and the labor-market shift toward brains and away from brawn have left men bereft of what the sociologist David Morgan calls ‘ontological security.’ Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Not a “rule.”

Advertising 130

Advertising Healthcare Profit and Loss Education 130