Barry Ritholtz

DECEMBER 19, 2023

In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. 00:01:37 [Mike Rockefeller] Thanks for having me, Barry.

Healthcare 61

Healthcare Investments Construction Concentration 61

PYMNTS

JANUARY 19, 2018

And in areas that once relied heavily on pen and paper management, such as government, education, healthcare, construction and property management, WePay and others who power integrated payments have been able to ride the coattails of a general migration toward software. Now, that capability is embedded in the micro-business software.

Invoicing 46

Invoicing Concentration eCommerce Startups 46

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 52

Auditing Education Construction Investments 52

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 40

Auditing Education Construction Investments 40

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. And so I had the — RITHOLTZ: Undecided (ph). VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

CFO News Room

JANUARY 16, 2023

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 130

Investments Economics Concentration Construction 130

Musings on Markets

MARCH 28, 2022

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 113

Investments Economics Concentration Construction 113

CFO News Room

MARCH 28, 2022

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 130

Investments Economics Concentration Construction 130

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. Or you have to create a real partnership or investment committee in order to have the decision making be more a result of everyone versus one person.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Corporate Finance Lab

MAY 12, 2022

To please their investors, executives cause corporations to return cash to investors through share buybacks, leaving insufficient funds for long-term investment. In addition, investments in R&D are increasing (and not decreasing) in the US economy. This harms the firm’s long-term wellbeing, as well as the broader US economy.

Marketing 77

Marketing Economics Investments Concentration 77

CFO News Room

NOVEMBER 27, 2022

The enhancement of our naval capabilities cannot wait, including the construction of new naval ships, bolstering our missile defense capacity and improvement of the work conditions and compensations for our personnel.”. and the limited investments made so far in diversifying the sources. “At

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

Investments 114

Investments Marketing Numbers Entertainment 114

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130