Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? SHAW: Yeah. SHAW: Yeah.

Investments 56

Investments Finance Education Leadership 56

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. That there can be quiet leaders, extroverted leaders.

Leadership 130

Leadership Technology Math Construction 130

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 56

Economics Education Profit and Loss Math 56

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. And as somebody who was relatively new to the industry, that’s the kind of mentor and boss I was looking for.

Investments 52

Investments Benchmarking Valuation Construction 52

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 113

Investments Banking Advertising Finance 113

CFO News Room

DECEMBER 13, 2022

And the interaction that I had with the training folks, and the leadership in that particular office in Upstate New York, it was in Watertown, of all places, if anyone’s been to New York. And new leadership came in. I mean, I got a plethora of awards, and by all accounts, I was on a meteoric rise to the top.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 29, 2022

And so, that’s been my form of leadership and how I’ve taken to running my business. 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.

Leverage 130

Leverage Planning Concentration Tax Planning 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. One is our leadership in thematic investing. You have the liquidity, the tax efficiency, the transparency.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

FEBRUARY 13, 2023

Russia and Ukraine account for 12 percent of the calories in the world. You serve as the National Leadership Council of Communities in Schools, and the Educational Foundation in New York. RIEDER: So I mean, I’m less involved than I was on the national leadership. How are we doing in literacy versus math versus science?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And so look, ultimately, like I did an accounting of this recently for Semafor and the bill comes to something like $62 billion out the door of which less than a third is designed to be repaid. RITHOLTZ: Right.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

NOVEMBER 15, 2022

If you’re in Europe right now, for instance, and you open up an account it Ftx.De, which is you know FTX is European business in Germany. RITHOLTZ: So you would like to see leadership from the U.S. I read all those academic papers, I understand where the math comes from. It’s how math works. NADIG: Well, yes.

Finance 106

Finance Investments Math Marketing 106

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 106

Marketing Treasury Banking Profit and Loss 106

CFO News Room

DECEMBER 30, 2022

They show how Trump used the tax code to lower his tax obligations and they reveal details about foreign accounts and the performance of some of his highest-profile business ventures.” • Totally not a nothingburger! million eligible members did not vote in the election because the UAW leadership deliberately kept them in the dark.

Math 130

Math Transportation Advertising Leadership 130

CFO News Room

DECEMBER 16, 2022

Struggling to unify after another disappointing election, the Republican National Committee is consumed by an increasingly nasty leadership fight as the GOP navigates its delicate relationship with former President Donald Trump…. It is math, but it’s practicing racial discrimination.

Math 130

Math Education Management Consulting Healthcare 130