Remove Budgeting Remove Economics Remove Math Remove Risk Management
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Absolutely.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” 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. And the economics, they ultimately worked out long term. That’s it.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. And what’s their budget like a fraction of it, right? RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: Right. It just overwhelmed them.

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

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. And a lot of times, that just generates more business too.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

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