CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate. But what if government securities are viewed as risky?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Sure. RITHOLTZ: Right. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116