Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? It was actually very interesting because when I looked at the small caps, actually, if you dissect the small caps, you see that the small-cap effect always exists in the smallest of the small caps, and it’s related to default risk.

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Investments Marketing Economics Risk Management 65

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. 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.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Entertaining. What do they say?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. What do you do in terms of risk management? It’s beta neutral, market neutral.

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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Investments Valuation Math Numbers 52

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. ” Matthew: It’s very risk management based. 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.

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Planning Communication Profit and Loss Education 130

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. You’re actually crunching a lot of numbers. And this is proprietary data.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

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 57

Investments Numbers Risk Management Concentration 57

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. billion dollars in AUM.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

MARCH 27, 2023

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. 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.

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Investments Restructuring Profit and Loss Finance 110

Finvisage

FEBRUARY 7, 2021

Well,you are used to seeing implied vol number ranging between 5% and 40% from FX to oil. Members openly ignore fundamental investment practices and risk management techniques;some people will call the activity gambling. What goes into calculating this deposit number? The intra-day volatility has been phenomenal.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

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

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. 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. Less, 20, 30%?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

APRIL 18, 2023

So when I looked at the world of higher rates, does it have a big impact on how you structure deals, or is it just a factor that’s going to move up and down and everybody just changes their spreadsheets and the numbers all just move higher? We find great management teams. RITHOLTZ: Really quite interesting.

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down.

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Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

NOVEMBER 28, 2023

And, and if we’re gonna be objective and put some numbers on it, as much as we all would prefer lower rates, we’ve had 18, 19 months of rising rates. trillion a crazy number. 01:17:35 [Speaker Changed] Boston, Charlotte, Chicago, San Francisco, the number of Atlanta, the number of financial hubs have expanded dramatically.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Economics Investments 101

Barry Ritholtz

DECEMBER 20, 2022

You put a different number on the piece of paper, and that was the moment that I decided I wanted to start the firm. RITHOLTZ: So given those sorts of numbers, the pullbacks, recoveries, what sort of correlations are there with other types of debt, be it performing or distressed equities and other asset classes?

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

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Investments Finance Construction Technology 61

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 not, I’m not really into fiction or, or entertaining reading. Crazy number. So I, I think that’s, that’s advice number one.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while. What’s keeping you entertained?

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