CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. Was that something you were planning on doing or — RIEDER: No. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. You said BlackRock absorbed R3.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

PYMNTS

JULY 14, 2017

The merger was also an opportunity for both firms to get a major cost center under control — the money they spend advertising against each other. According to reports, both firms have spent hundreds of millions during football season advertising their sight against the other’s. This is déjà vu all over again.

Advertising 40

Advertising Math Startups Forecasting 40

PYMNTS

MAY 11, 2016

For all of these retailers with millennial marriages on their minds, there are a number of factors to consider in establishing a strategy to win those consumers’ hands in commerce. The Knot used math to determine its most recent average cost of a wedding in the U.S. What’s the “Real” Average Wedding Cost?

Math 40

Math Retail Advertising Planning 40

Barry Ritholtz

NOVEMBER 21, 2023

00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. Sales centers are, are more productive.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. The math never seems to work out. CASE: Well, when we decided to do a road trip, we planned this for more than six months in advance.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

Barry Ritholtz

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Leverage 111

Leverage Investments Valuation Finance 111