Remove Compliance Remove Leverage Remove Math Remove Profit and Loss
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Transcript: Steven Klinsky

Barry Ritholtz

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: That’s pretty safe.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. Author: Michael Kitces. Team Kitces.

Planning 130
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Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

He’s a loss leader.” They call it whatever compliance tells them to call it. Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11]. I could have worked more hours, I could have been even more efficient and effective in what I was doing. Terry: Exactly.

Planning 130
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Transcript: Dominique Mielle

Barry Ritholtz

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. It’s a matter of making better decisions and being more profitable. That’s an amazing lesson in life, right, to take failure and losses as business as usual. MIELLE: Yes. MIELLE: It is money.

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Transcript: Cliff Asness

Barry Ritholtz

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. RITHOLTZ: Right. ASNESS: But it comes out close.