Future CFO

NOVEMBER 29, 2023

The interview is part of FutureCFO's Fem ale Leadership in Finance Series. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. This role broadened my understanding of the intricacies of financial oversight and enterprise risk management.

Finance 52

Finance Leadership Auditing Math 52

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

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 114

Investments Banking Advertising Finance 114

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

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

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? What were you trading and what was he looking at?

Math 56

Math Risk Management Profit and Loss Marketing 56

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 107

Marketing Treasury Banking Profit and Loss 107