Barry Ritholtz

SEPTEMBER 12, 2022

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.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

DECEMBER 6, 2022

And it was a very sales-oriented culture. And what I realized very quickly is that I really didn’t like the sales aspect, but I was actually good at it. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. I was at the top of the board. Natalie: Yeah.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. The culture was very product driven. It feels amazing.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. 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 Two innovators approached a well-heeled investor asking for money.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. They don’t need to transact.

Investments 56

Investments Numbers Risk Management Concentration 56