Remove Compliance Remove Education Remove Math Remove Risk Management
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. I know our education plan is on track for retirement.”

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education. Why covered calls?

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. I pay for their continuing education. Mindy: Yeah.

Planning 130
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Transcript: Dominique Mielle

Barry Ritholtz

You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: Exactly. MIELLE: — interviewed. But that’s the thing.

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Transcript: Peter Borish

Barry Ritholtz

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? What were you trading and what was he looking at?

Math 56