CFO News Room

NOVEMBER 29, 2022

Or how do we work around a concentrated stock position, right? A lot of them come in with concentrated stock positions, right, of a company stock or a stock they’ve inherited or they’ve had a major liquidity event. But some clients don’t have the stock compensation component, which can be very complicated.

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Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: Sure.

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.

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Investments Marketing Numbers Risk Management 61

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. RITHOLTZ: Sounds dry and tedious, but.

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