CFO News Room

NOVEMBER 22, 2022

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

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 27, 2023

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. That’s an amazing lesson in life, right, to take failure and losses as business as usual.

Investments 109

Investments Restructuring Profit and Loss Finance 109

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. RITHOLTZ: Put up your losses in advance. So now what do you do with risk management? BORISH: With pleasure.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

MARCH 12, 2024

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.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. This guy just hired me, the management of this trawler fleet to advise them on whether the management should exercise their legitimate right under the privatization program of Russia to buy 51 percent. So, let me just repeat the math. How many do you have in your fleet?

Investments 124

Investments Math Banking Profit and Loss 124