Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

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

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.”

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. But I think he saw potential in me.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. He’s got clients he does investments and taxes. He’s got AUM clients.

Numbers 130

Numbers Planning Communication Investments 130

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

SEPTEMBER 26, 2022

? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65