Remove Benchmarking Remove Communication Remove Leverage Remove Math
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

How firms can best leverage their internal data to improve the number of client referrals they receive. First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Education 130
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

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Transcript: Rick Rieder

Barry Ritholtz

You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, the leverage in the system builds. There is alpha. It is too much.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients.

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Transcript: Gary Cohn

Barry Ritholtz

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. She left there, she became a crisis communications expert.

Marketing 107