PYMNTS

MARCH 17, 2018

That’s because people drink fancier things on those holidays — and usually in concentrated windows of time. Yup, you read that list right — apparently, some of these people made some connections at the bar and are planning a pretty exciting first date. That $233 million expenditure is just the icing on the cake of a spending onslaught.

Math 40

Math Concentration Accounting Planning 40

Barry Ritholtz

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. What, what was the career plan? Just really, really interesting. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 60

Investments Marketing Numbers Risk Management 60

PYMNTS

OCTOBER 16, 2017

A launch date was planned. The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Crowds had assembled for the launch. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. Low price stock has historically had some very large concentrated positions. That was real money. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103