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Transcript: Ted Seides

Barry Ritholtz

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

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Transcript: Julian Salisbury, GS

Barry Ritholtz

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. Very different fields.

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Transcript: Rick Rieder

Barry Ritholtz

Was that something you were planning on doing or — RIEDER: No. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. And because remember, Lehman had the Lehman Agg and that was the benchmark. RITHOLTZ: So let’s talk a little bit about BlackRock. You said BlackRock absorbed R3.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989. That was real money.

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Transcript: Brad Gerstner

Barry Ritholtz

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. I think, you know, what we’ve, what we’ve learned about Twitter was they may have had a lot of advertisers, but I’m not sure how well it was actually working for users.