CFO News Room

DECEMBER 16, 2022

California attorney Harmeet Dhillon has emerged as the MAGA favorite to challenge McDaniel, who secured commitments from more than 100 of the RNC’s 168 voting members earlier this month. Job cuts at hospitals may seem counterintuitive given the nation’s widely known shortages of healthcare workers. The deck: “Allegedly.

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Math Education Management Consulting Healthcare 130

CFO News Room

NOVEMBER 29, 2022

So, compliance requires us to keep our financial-planning practice and our estate-planning practice separate. So, it’s still separate and compliance does not allow us to cover estate-planning fees. Or sometimes they don’t and, so, your healthcare worker may have different types of plans versus your tech-company worker.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 6, 2022

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. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

MAY 16, 2023

And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. LINDZON: 20, just two of us.

Leverage 112

Leverage Investments Valuation Finance 112