Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Budget updates. You’re obtaining clients. And we do do those things.

Planning 130

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Barry Ritholtz

AUGUST 15, 2023

And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. And what’s their budget like a fraction of it, right? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

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CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: It’s just an Excel lookup table. Mindy: Yeah.

Planning 130

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