Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. But there wasn’t an active m and a business, there wasn’t a leveraged finance business.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. RITHOLTZ: What’s some of the economic sectors within that area? SHAW: Yeah.

Investments 57

Investments Finance Education Numbers 57

PYMNTS

MARCH 20, 2020

economy — the unfolding COVID-19 outbreak and managing the various pieces of economic collateral damage being carried in its wake. We know communities are counting on us more than ever and we are determined to serve the broadest number of customers and ensure they have access to the key items they are looking for,” Walmart said on its blog.

Prioritization 52

Prioritization Retail eCommerce Healthcare 52

PYMNTS

DECEMBER 16, 2019

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. consumers said they’d be interested.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. consumers said they’d be interested.

Banking 69

Banking Accounting Leverage Advertising 69

Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. It’s beta neutral, market neutral.

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. So I actually went to work in m and a and payments and I enjoyed that.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

OCTOBER 15, 2018

Retail spend captures about 31 percent of a household’s paycheck for things like food, clothing, electronics, healthcare products and furniture. We then built a data model and used statistical techniques to refine the model and project 2018 numbers using conservative assumptions. We estimated Amazon has, today, captured 6.4 Amazon’s 2.1

Healthcare 79

Healthcare Retail Sales eCommerce 79

CFO News Room

FEBRUARY 2, 2022

I left HSBC Group at the end of 1999, and some friends of mine that I’d known a long time had came on — came out of the fixed income side at a number of investment banks, generally, top II-rated (ph) mortgage research and more — traders, fixed income salesman, and to raise third-party capital broker-dealers required. CONROD: Sure.

Investments 100

Investments Economics Numbers Marketing 100

PYMNTS

APRIL 15, 2019

These two platforms offer a real-time case study of the power platforms can wield – and the economic opportunity they create – when they morph from focusing only on adding more features to their core businesses to using their core platform assets to identify and ignite new business value for others. Uber’s valuation is pegged at $100 billion.

Transportation 73

Transportation Healthcare Economics Leverage 73

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Do do we care about round numbers like a hundred million or 500 million in sales? And so we’ve built out over $20 billion hedge fund, liquid alt business.

Investments 61

Investments Marketing Numbers Valuation 61

Barry Ritholtz

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. You know, we do the typical stuff, market economic outlooks and research there, product research. Who’s your focus?

Investments 111

Investments Profit and Loss Education Advertising 111

PYMNTS

OCTOBER 23, 2017

61 percent of SMBs are at least “moderately confident” in the economy , and 32 percent said they are “very confident,” when asked what their national economic outlook was as compared to six months ago. Forty-six percent said workflow disruption was the biggest challenge to cloud adoption. —32

CFO 46

CFO Healthcare Technology Leverage 46

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Investments 103

Investments Marketing Transportation Finance 103

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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. I’m curious, when you’re in the thick of it and it feels like the world is going upside down, do clients start to get cold feet? Ritholtz ] What are those risks?

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. I think it was a great training. I think we learned a lot.

Investments 57

Investments Banking Entertainment Valuation 57

CFO News Room

JANUARY 27, 2023

And the impact that has on the customer, the delight of the customer, the fact that it actually drives economic value for the customer and therefore for everyone, is really what digital transformation is about in that one example. We did the show last week from Davos, the World Economic Forum in Switzerland. You’re right.

Education 100

Education Technology Leverage Communication 100

Barry Ritholtz

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. Now, They have seized on healthcare as a huge industry to really dive into, to invest in. And the difficulty with healthcare is that you are not supposed to put profits ahead of patients.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 12, 2022

While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party endorsements (and adjusting their compliance programs before doing so), others are taking a wait-and-see approach. Also in industry news this week: Why “SECURE 2.0” Kerry Johnson | Advisor Perspectives).

Planning 130

Planning Compliance Leverage Investments 130

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You know, my, my number one priority was to operating the firm on a day-to-day basis.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

FEBRUARY 2, 2023

On Monday, the White House announced that it will let the Covid-related public health emergency declarations expire on May 11, 2023… [T]he numbers don’t lie. There has been much debate about the real number of Covid deaths in China, after the virus ripped through its megacities. Though CDC may be jiggering the numbers soon.

Advertising 130

Advertising Healthcare Profit and Loss Education 130

CFO News Room

JANUARY 18, 2023

Here is the “media note” to end all media notes: NOTES: dawn +0.67hrs; species cut number 11 BNA: Song Initially Peaked Vocalization (“Tieur”). Manufacturing: “United States Industrial Production” [ Trading Economics ]. Manufacturing: “United States Capacity Utilization” [ Trading Economics ]. Black Phoebe (Northern).

Economics 130

Economics Banking Education Manufacturing 130

CFO News Room

JANUARY 31, 2023

One benefit of Trump (straining, here) was that he made me realize just how many people – including a substantial number of our elite commentators – are just like Trump. Though CDC may be jiggering the numbers soon. Realignment and Legitimacy “Nobody Knows This But” [ Eschaton ]. The Chicago PMI in the United States fell back to 44.3

Economics 130

Economics Education Securities Technology 130