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

CFO News Room

FEBRUARY 2, 2023

Quick summary: “[T]he rapid liberation of women and the labor-market shift toward brains and away from brawn have left men bereft of what the sociologist David Morgan calls ‘ontological security.’ Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Not a “rule.”

Advertising 130

Advertising Healthcare Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

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. So as we grow, become more efficient, we get scale, we sort of make a profit. And we take that profit, and we do two things with it.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

JULY 18, 2023

So I had a lot of job security. And it was the most profitable day of trading I’d ever had. 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. RITHOLTZ: That’s your glory days, right? The worst the economy is.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. Ends up turning about $27 million of swap premiums into 2 billion plus in profit. RITHOLTZ: The communication was bad also. RITHOLTZ: Sounds dry and tedious, but. What led to that approach? RITHOLTZ: Happens.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

OCTOBER 3, 2023

He knows how to manage risk, and he knows how to trade for a profit for a p and l. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business. He knows how to run a team.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. And so there I was nursing a 90 percent loss. I go over to Salomon. RITHOLTZ: Wow.

Investments 126

Investments Math Banking Profit and Loss 126