VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives. Discussion of several common adjustments follows.

Valuation 87

Valuation Marketing Benchmarking CFO 87

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. So you may see portfolios change as a result of, of benchmarking.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. They create the benchmark. RITHOLTZ: To say the very least.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

NOVEMBER 14, 2023

I had been watching PGIM, I had been watching their reputation and their brand grow exponentially under David Hunt’s leadership. And I often need to change my leadership style. They might have, you know, risk parameters, they might have liquidity needs, they might wanna track a benchmark. I was really excited about it.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. What’s been keeping you entertained?

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

JULY 24, 2023

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. You know, if you’re a CIO of a pension fund, you’re always thinking about your employees and your portfolio and the plan sponsors. .” RITHOLTZ: Right.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. 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. RITHOLTZ: So let’s talk a little bit about BlackRock.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56