CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. She is uniquely situated to see what goes on in the hedge fund industry in terms of not just performance but what makes for a great PM versus an also-ran (ph).

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:07 [BARRY RITHOLTZ] This week on the podcast.

Investments 98

Investments Marketing Startups Accounting 98