CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. And the economics, they ultimately worked out long term. That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: Sure, they’ve been around for a long time.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. So a variety of risk meetings, a variety of economic meetings. RITHOLTZ: Right.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. I pay for their continuing education. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

MARCH 27, 2023

Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. RITHOLTZ: Yeah.

Investments 109

Investments Restructuring Profit and Loss Finance 109