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Filtering Down To The Most Impact-Weighted Work To Add Value

CFO News Room

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. Particularly, 10 years ago, this is a new startup or just in the very early days of “robo-advisors.” And if you went through the math, it gave us hundreds of hours that a typical firm would spend.

Planning 130
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Transcript: Liz Hoffman

Barry Ritholtz

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.