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Transcript: Ted Seides

Barry Ritholtz

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

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The Latest In Financial #AdvisorTech (December 2022)

CFO News Room

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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.

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Transcript: Matt Eagan

Barry Ritholtz

I started out math and, and physics, and in high school I was a rock star in math and physics. From there, I started, I enrolled in Boston University, and that’s when I started meeting people that were actually in the investment business. And that was, to me, really my first sort of entry into, you know, investing.

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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. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Tell us about that.

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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. And Steven Mnuchin, the Treasury Secretary, stands up and says, “You guys, you’re looking at the wrong thing. And so the key components of any investment are like thesis, expression, and timing, right?