Remove Compliance Remove Concentration Remove Economics Remove Math
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Transcript: Tom Hancock, GMO

Barry Ritholtz

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And we don’t want that.”

Planning 130
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Restructuring Compensation And Roles To Align For Growth

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Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. He just didn’t like the fact that we had a lot more complexities with our compliance program having the ability to wear the two different hats. And so, we pivoted to more of a service team.

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Tune In To Payments Reality Check!

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He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China.

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Filtering Down To The Most Impact-Weighted Work To Add Value

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I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And we can run all the math about how to do that.” Natalie: Right. Michael: Right?

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

Let me say what your compliance wouldn’t allow you to say. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. We were short subprime mortgages with John Paulson.