CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Profit and Loss Communication Education 130

Barry Ritholtz

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Investments 119

Investments Marketing Profit and Loss Banking 119

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 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

NOVEMBER 21, 2023

00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. So here’s the math, Barry.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Like that solves like a number of issues. What’s keeping you entertained?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Barry Ritholtz

MAY 13, 2025

So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. 00:08:27 [Speaker Changed] And, and a lot of people don’t realize because, you know, Vanguard and BlackRock are synonymous with broad indexing, but am I getting the numbers right? But there’s 10 Yeah.

Investments 52

Investments Leadership Communication Construction 52

PYMNTS

NOVEMBER 16, 2020

However, a highly effective vaccine that doesn’t require specialized transportation or storage might change the math on distributing the substance more widely and quickly. PYMNTS also found that a fair number – 37.9 That, in turn, could greatly shorten the period between the pandemic and the post -pandemic.

Transportation 92

Transportation Math Entertainment Planning 92

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. So we were strategy number four at aerial. What’s that like?

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works.

Math 59

Math Risk Management Profit and Loss Marketing 59

Barry Ritholtz

SEPTEMBER 19, 2022

WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. We went from having religions where, you know, everything was a spirit, a tree, a rock, everything had a spirit, and then we went from that to theistic religions where there was some different number of gods.

Valuation 122

Valuation Investments Marketing Technology 122

CFO News Room

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered. Don’t anchor on that number.

Planning 130

Planning Numbers Math Marketing 130

Barry Ritholtz

MARCH 27, 2023

RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct. RITHOLTZ: All be fair, they’ve put up some pretty good numbers lately. That’s the right thing. MIELLE: Correct.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Investments 119

Investments Banking Advertising Numbers 119

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. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? I have lots of different ways I can get that number to go up. It’s still a fairly small number.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investments 59

Investments Finance Education Marketing 59

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. These are big numbers.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. And so it is important that at least you’re able to entertain that. Peter is unbelievably brilliant, right?

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

JUNE 18, 2024

That’s where you got your entertainment. 00:17:16 [Speaker Changed] And, and let’s be blunt and honest, Dave Portnoy is incredibly entertaining, even if that persona is an exaggeration of who he is, but no one wants him doing the payroll or the 00:17:30 [Speaker Changed] Healthcare. That’s how you got your email.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

SEPTEMBER 10, 2024

So that’s, that’s number one. Because the claims numbers were better. So that’s the math. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. So your probability of being correct Okay. Is low, right?

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. The math never seems to work out. And that worked for a number of companies. So with no further ado, my conversation with Steve Case.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. And so there was a number of less liquid markets that made for quite wide spreads. And you know, I think ultimately there was a number of opportunities that came out.

Numbers 59

Numbers Investments Marketing Leverage 59

Barry Ritholtz

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. 00:14:36 [Speaker Changed] That that’s number one. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. Barry Ritholtz : So let’s start a little bit with your background. What was the career plan?

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. What’s kept you entertained these days? If it’s a cyclical low Yeah.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

FEBRUARY 13, 2023

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 you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. That OER number was calculable four months ago.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Finance 59

Finance Marketing Numbers Investments 59