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Transcript: Kristen Bitterly Michell

Barry Ritholtz

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. Her name is Kristen Bitterly Michell.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Author: Michael Kitces. Team Kitces.

Planning 130
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Why It’s Time To Shut Down Cryptocurrencies

PYMNTS

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. They announced a $640 million loss and ouch. Things get worse at one of the companies that I’ve invested in.

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Transcript: Liz Hoffman

Barry Ritholtz

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.