CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Check out our FAS resource page ! Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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. Mindy: Thank you so much.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. And so there were a lot of cases where it’s really interesting how this sort of game of strategy, this game of risk starts with a sudden change in volatility. You have a lot — RITHOLTZ: The emerging manager category? It can be an LBO.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 27, 2023

And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets. I found this to be a master class in a humble approach to markets and being aware of your own limitations in order to obtain the best possible results as a trader and investor.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. It’s mark to market.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 12, 2024

This is the back when mortgages were sort of a backwater of the fixed income market. It takes quite a lot of, of research, quite a lot of modeling, quite a lot of data to actually keep up with the mortgage market. By the time you get to the early 2000s, Freddie Mac, Fannie Mae and me were losing market share.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

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. Yeah, because it, the, the, the Hunt brothers, when they came into the Comex at the time, they were only buying one market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. He said, this is the number of shares outstanding of this one company that’s been privatized, and I said, what’s this number, he said the share price and multiply the two numbers together and that got you to a market cap of this company of $80 million. You have a B.A.

Investments 124

Investments Math Banking Profit and Loss 124