Remove Compliance Remove Math Remove Nonprofit Remove Risk Management
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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. You’re obtaining clients. Matthew: Exactly, exactly. We have the ACHs?

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. And it got to the point where there was the potential to do this nonprofit, like charitable bet. We were short subprime mortgages with John Paulson. RITHOLTZ: You were crushing it.