CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. The key point is that firm owners can use benchmarking data to better understand how they can improve their business. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. BUCKLEY: Oh, how about 2? RITHOLTZ: Okay.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? 00:16:40 So there was a way to judge yourself.

Marketing 108

Marketing Treasury Banking Profit and Loss 108