CFO News Room

NOVEMBER 29, 2022

” because we definitely have some clients that prefer that way of thinking and viewing their finances, instead of your traditional balance sheet, right, or just your assets and then your liabilities. Or how do we work around a concentrated stock position, right? ” Anh: Exactly, yes.

Leverage

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. Was that the plan?

Investments

Barry Ritholtz

FEBRUARY 6, 2024

And then at some point after my PhD school studies, we could get into that if you like, but I kind of decided to switch and finance was kind of what was available for me at that point. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place? How did you, how did you find your way to both finance and GMO?

Valuation

Barry Ritholtz

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. And the whole concept of it was why don’t we take Liberal Arts majors, give them on-the-job training, give them exposure to a variety of different areas of banking and finance.

Investments

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Getting rid of cash, Rogoff writes, would, therefore, put a crimp in all sorts of bad stuff financed by cash, and in particular, cash of the high-denomination variety. Samantha and Nick would boot up “Jack” every couple of days.

Currencies

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? I had the chance to be part of some very interesting transactions in the banking space.

Investments

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments

Barry Ritholtz

AUGUST 20, 2024

And so transition like many people did in my generation into finance. Camp as you, you’ve had a fairly entrepreneurial background, not just in finance over the past decade or two, but you founded or co-founded value add software in the 1990s. It’s, it’s double concentrated risk.

Concentration

CFO News Room

DECEMBER 6, 2022

So lots of content, personal finance content, originally focused for women in their 20s and 30s but quickly expanded to women and men in their 20s and 30s. And so we had found a way to really connect as a brand and provide personal finance content to millennials. They want to talk about personal finance?”

Planning

Barry Ritholtz

JULY 4, 2023

RITHOLTZ: So what led you to the talent side of finance? WEINSTEIN: Well at Goldman, you know, what I realized is I didn’t really love finance. RITHOLTZ: I know I have a natural ability to scout out some of the best and brightest alpha generators in finance. RITHOLTZ: Finance in general. I could do the work.

Investments

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. So that’s the math. That’s all that matters to me.

Valuation

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. And you mentioned behavioral finance earlier.

Investments

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? I started out math and, and physics, and in high school I was a rock star in math and physics. 00:03:03 [Barry Ritholtz] And, and there’s a giant set of finance firms in in Boston. We tend to be concentrated in those. Matt Eagan. 00:01:49 [Matt Eagan] It was not.

Investments

Barry Ritholtz

JULY 31, 2023

” T LIZ HOFFMAN, BUSINESS AND FINANCE EDITOR, SEMAFOR: Thanks, Barry. Was the plan always to cover finance? Travel, obviously important, finance important, it was a little unclear then how that would it all shake out. And that’s sort of the math. It’s great to be here. What led you into this area?

Treasury

Barry Ritholtz

JUNE 30, 2024

The firm specializes in litigation finance, which is non-correlated with equities. The stock market’s concentration, in one chart Source: Axios Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this.

Math

Barry Ritholtz

NOVEMBER 12, 2024

He told me how he had, you know, financed a trip to Tahiti for his honeymoon on home equity line and credit. I do the math. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. His commissions were drying up. And suddenly he’s answering his phone.

Manufacturing