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. Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. There was XO Communication and McLeod. You got 60 percent of losses ahead of you. KLINSKY: Well, thank you.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

OCTOBER 19, 2022

Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan.

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

JULY 18, 2023

And it was the most profitable day of trading I’d ever had. I was like talking through with him how the fund economics worked and what the upside was. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. And in real estate lending, that’s all about avoiding loss. in the evening.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. 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?

Marketing 107

Marketing Treasury Banking Profit and Loss 107