Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. You know, I thought I was gonna take the high road and, and be a management consultant.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

CFA Institute

JUNE 26, 2024

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Richard co-founded EnnisKnupp, the first consultancy to be recognized as a professional services firm. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

Global Finance

FEBRUARY 4, 2025

Companies opt for either change management consultants employed by big name consultancies or specialized emerging competitors. They took it to heart, he says, investing in training and dialogue with employees. Yet there are signs that more gradual solutions might be more effective and less traumatic.

Corporate Finance 100

Corporate Finance Finance Restructuring Management Consulting 100

Barry Ritholtz

MAY 6, 2025

So I went to Bain and Company for two years, and I was in management consulting for two years. How did it shape how you look at the world of investing? And, and that’s why we don’t use the standard risk management models. They had taken out a home equity loan to pay for my college tuition.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Musings on Markets

OCTOBER 12, 2023

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 109

Investments Marketing Accounting Numbers 109

PYMNTS

OCTOBER 12, 2020

The round was led by Abu Dhabi-based Shorooq Partners , while 500 Durian (the 500 Startups fund for Southeast Asia) and 92 Ventures chipped in as well, along with angels from the region’s top startups and leading management consulting firms, according to the release.

Benchmarking 99

Benchmarking Management Consulting Startups B2B 99

PYMNTS

JANUARY 21, 2020

Global Economics Group (GlobalEcon) has branched out in China with the opening of an office in Shanghai, its second location in the country, the economic management consulting firm announced on Tuesday (Jan. Evans and Dr. Zhang served as economic experts for Tencent in the first and second trials of Qihoo 360 v.

Management Consulting 52

Management Consulting Economics Leadership Investments 52

Future CFO

MARCH 5, 2022

The management consultant noted that 2021 was an influx of gender diversity. While the overall percentage of women S&P500 CFOs decreased in 2020, as CFO resignations reached record highs, they rose year over year, hopefully signalling the start of an upward trend, added the consultant. Russell Reynolds.

Leadership 98

Leadership CFO Management Consulting Construction 98

Future CFO

FEBRUARY 18, 2024

Most organisations will be unable to deliver the profitable outcomes investors have come to expect across much of the last decade, as the convergence of low rates, suppressed wages, and steady economic growth that enabled those results no longer exists.

Management Consulting 52

Management Consulting Financial Modeling Leadership Forecasting 52

Future CFO

AUGUST 27, 2023

Optimism in ASEAN remains though inflation is fuelling concerns about a possible economic downturn in the region, said UOB recently when releasing its ASEAN Consumer Sentiment Study (ACSS) 2023. This year, UOB partnered with global management consulting firm Boston Consulting Group on the study, the bank noted.

Management Consulting 52

Management Consulting Education Economics Budgeting 52

CFO Leadership

AUGUST 12, 2021

Early in her career, she worked as a management consultant with Deloitte & Touché and Accenture. Her consulting experience included audit and risk advisory services, project management, business process improvement and information technology, primarily serving financial institutions. in Economics from UCLA and M.B.A.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

PYMNTS

AUGUST 28, 2017

Though the percentage is higher in some countries than others, across the region only around two-thirds of the population use the internet and/or own a smartphone, according to global management consulting firm A.T. If, after all that, a man is not home to pay the cash on delivery, then the package may not be dropped off at all.

eCommerce 49

eCommerce Management Consulting Startups Valuation 49

Global Finance

MAY 10, 2024

After years of lackluster growth, foreign direct investment is growing. As recent history has consistently demonstrated, there is nothing more certain than uncertainty. Geopolitical risks, trade wars and armed conflict have also played a part in creating friction for foreign investment.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. What are you going to do?

Profit and Loss 75

Profit and Loss Investments Marketing Sales 75

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

DECEMBER 16, 2022

The Bezzle: “Alleged Lying, Bullying, Compliance-Ignoring And Possible Fraud No Reason For Hedge Fund Not To Invest $50 Million With Outgoing Portfolio Manager” [ DealBreaker ]. Battery company Redwood Materials is investing $3.5 Even with all the recent investments, the U.S. A history of management consulting.

Math 130

Math Education Management Consulting Healthcare 130

PYMNTS

MAY 27, 2020

In an interview Tuesday (May 26) with Fox Business, chief White House economic adviser Larry Kudlow said, “We welcome any Americans companies in Hong Kong or China mainland. to invest in domestic supply chains. Will the U.S. government pay American companies to “near shore” supply chains, incentivizing a pivot away from China?

Manufacturing 52

Manufacturing Management Consulting Economics Finance 52

The Big Picture

JULY 8, 2025

She’s now Chief Investment officer of Citibank’s Citi Wealth, which runs, you know, something like a trillion dollars. The breadth and depth of her experience makes her uniquely situated to be a chief investment officer. I loved being able to take classes in economics, in politics, in theory, in philosophy.

Mergers and Acquisitions (M&A) 10

Mergers and Acquisitions (M&A) Investments Economics Numbers 10