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Transcript: Kathleen McCarthy

Barry Ritholtz

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

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Transcript: Rick Rieder

Barry Ritholtz

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

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Transcript: William Cohan

Barry Ritholtz

RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. He is one of the co-founders of Puck. He is a writer for Vanity Fair, for the New York Times, for Bloomberg. It’s deeply researched, deeply reported, and really a very enjoyable read.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Pundits continue to expect “SECURE 2.0” Enjoy the ‘light’ reading!

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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan.