Barry Ritholtz

DECEMBER 19, 2023

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. What’s it like managing all those people and, and that degree of growth? You don’t take that approach.

Healthcare 61

Healthcare Investments Construction Concentration 61

CFO News Room

NOVEMBER 22, 2022

But that means if you’re in a company that, at the end of the day, manufactures product, the people in those groups tend to be people that move a lot of the product because that’s the business of the company. ” Matthew: It’s very risk management based. You’re obtaining clients. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. I mean, I do think there is a market for leverage and inverse ETFs out there. You also have an S&P 500 Covered Call.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57