Benchmarking Concentration Planning Treasury 
CFO News Room
DECEMBER 26, 2022
Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.
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Barry Ritholtz
DECEMBER 12, 2023
He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. And the division that I was in was below plan. a year since 1989. That was real money.
Barry Ritholtz
MARCH 26, 2024
What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.
Barry Ritholtz
DECEMBER 26, 2023
What was the original career plan? There was hardly any time for, for planning. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? What do you see in, in treasuries and the fixed income half of the portfolio?
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