Concentration Risk Management Tax Planning Valuation 
CFO News Room
NOVEMBER 8, 2022
Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.
Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. What’s the valuation? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. Unless they have their own foundation.
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