Remove Concentration Remove Economics Remove Healthcare Remove Risk Management
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Transcript: Michael Rockefeller

Barry Ritholtz

00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. And fortunately at the end of the year, a couple spots opened up, one in the healthcare division of the investment bank, and they invited me in I interview, and I, I, I got the job.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … risk management. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors. RITHOLTZ: Right.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. SEIDES: So it’s Hartford HealthCare.