Remove Economics Remove Education Remove Profit and Loss Remove Risk Management
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Transcript: Tom Rampulla

Barry Ritholtz

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. So the harvest losses to offset future gains. RAMPULLA: Yeah.

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Using Detailed Meeting Checklists to Drive Referral Growth

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Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” Matthew: It’s very risk management based. In fact, we probably would have been much more profitable. Author: Michael Kitces.

Planning 130
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Transcript: Kristen Bitterly Michell

Barry Ritholtz

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. BITTERLY MICHELL: … risk management. And so, it’s a little bit of an educational process, but …. It was at Bank One, at the time. RITHOLTZ: Right. RITHOLTZ: Sure.

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Transcript: Dominique Mielle

Barry Ritholtz

It’s a matter of making better decisions and being more profitable. 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. Tell us about how you saw this lack of diversity and the lack of economic mobility.

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Transcript: Peter Borish

Barry Ritholtz

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. RITHOLTZ: Put up your losses in advance. What were you trading and what was he looking at? BORISH: With pleasure.

Math 57
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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

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Transcript: Bill Browder

Barry Ritholtz

in Economics from Chicago and MBA from Stanford. BROWDER: I just gone the risk management committee. BROWDER: And I’ll just point out that this was back in the days when $100 million profit is real money. Even if you read both of Browder’s books, you will find something to be amazed at. You have a B.A.