CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. So derivatives were a part where I was very intimidated. I love statistics.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. They announced a $640 million loss and ouch. And 00:28:03 [Speaker Changed] That’s an amazing number. So I took that. That was real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. Ends up turning about $27 million of swap premiums into 2 billion plus in profit. RITHOLTZ: Right.

Treasury 52

Treasury Economics Retail Entertainment 52