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Crafting Strategic Visions with Roger Castle

CFO Talks

Crafting Strategic Visions with Roger Castle In the latest CFO Club podcast, Leana van der Merwe sat down with Roger Castle, an accomplished CFO and finance expert with decades of experience across industries such as cloud management, online advertising, financial services, and telecommunications. Roger Castle: Hi, Leana.

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Data Update 7 for 2025: The End Game in Business!

Musings on Markets

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet.

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Time to rethink corporate treasury as Washington embraces crypto

CFO Dive

I recently watched a Fortune 500 CFOs face change when I showed her Circles numbers: $1.7 They didnt build blockchain infrastructure; they leveraged existing providers. Courtesy of Courtesy of Circle Guillaume Poncin is the chief technology officer at San Francisco, California-based Alchemy , a blockchain developer platform provider.

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Transcript: Lisa Shalett, CIO Morgan Stanley

Barry Ritholtz

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

Alright, Barry Ritholtz : So you end up at what could be my favorite advertisement, which was the EF Hutton ads. But the heart of the firm was still on the private client side for any number of strategic reasons. They get your date of birth and your social security number. And I said to myself, this, this is a rogue number.

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Trump’s megabill boosts M&A outlook after slump

CFO Dive

Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S. The total number of U.S. tax policy front, analysts said. © 2025 TechTarget, Inc. or its subsidiaries.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

Barry Ritholtz

Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. Karin Risi : No, I think that’s a fair characterization.