Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And how do we think about them from a valuation perspective? And like all things, it took longer, was more complex. NORTON: No.

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Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens. MCCARTHY: That is what’s most important. That’s just one tiny aspect of real estate. Cambridge U.K.,

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

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. What’s the valuation? SEIDES: I was independent. SEIDES: Oh no.

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. RITHOLTZ: Yes, I can imagine. Well guess what?

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Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

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Investments Marketing Concentration Economics 57

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

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

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. We’ve had a wild shortfall in home construction in the 2010s following the financial crisis. What’d you study there? Real really interesting.

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