The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. There’s ways around that during reconciliation for budget bills and things like that.

Marketing 107

Marketing Treasury Banking Profit and Loss 107