VCFO

SEPTEMBER 21, 2023

You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group. For instance, if your benchmarking shows a gross profit margin below the industry, that may signal excessive Cost of Goods Sold or Cost of Sales, suggesting operational or supplier agreement issues.

Valuation 87

Valuation Marketing Benchmarking CFO 87

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking. What kept you entertained during the pandemic?

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So a variety of risk meetings, a variety of economic meetings. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

JULY 24, 2023

10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. So you did not have policy or political leadership that was very inspiring. In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. What’s entertaining the family?

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

FEBRUARY 13, 2023

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. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 57

Investments Marketing Concentration Economics 57