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. ” Matthew: It’s very risk management based. 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.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. Why covered calls?

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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. BITTERLY MICHELL: … risk management. I was econ and kind of geeky.

Investments 116

Investments Marketing Profit and Loss Banking 116

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, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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. These are big numbers.

Investments 57

Investments Numbers Risk Management Concentration 57