CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. With increased risk comes the need for increased duty of care. A realistic duty of care policy goes hand-in-hand with effective travel risk management.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers.

Investments 52

Investments Valuation Math Numbers 52

PWC UK

JANUARY 26, 2021

A number of recent announcements should remind the treasurer that LIBOR’s likely eventual end date is fast approaching and action is needed.  Although uncertainty over new reference rates has meant the corporate uptake has been relatively limited. Especially as the banks increase their outreach efforts.

Treasury 52

Treasury Benchmarking Risk Management Forecasting 52

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s?

Investments 52

Investments Benchmarking Valuation Construction 52

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

Investments 112

Investments Banking Advertising Finance 112

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? It was actually very interesting because when I looked at the small caps, actually, if you dissect the small caps, you see that the small-cap effect always exists in the smallest of the small caps, and it’s related to default risk.

Investments 62

Investments Marketing Economics Risk Management 62

Barry Ritholtz

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. What do they say?

Math 52

Math Leadership Investments Entertainment 52

The Charity CFO

APRIL 27, 2022

Number one, they don’t usually have a really strong answer for it. So that’s appeal, number two, there’s gotta be exclusivity. That means that it’s not very exclusive, which means that the, the, the, the potency of the appeals diluted by the number of competing options.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down.

Investments 112

Investments Marketing Profit and Loss Banking 112

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 114

Profit and Loss Foreign Exchange Valuation Investments 114

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 105

Marketing Treasury Banking Profit and Loss 105