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. And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. So, so let’s talk a little bit about risk management.

Investments 57

Investments Math Risk Management Benchmarking 57

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. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. We just get to focus on assets and asset risk management. RITHOLTZ: I’ve been looking forward to this conversation for a long time.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

NOVEMBER 14, 2023

So you are in their shorts with respect to their strategy, their product development, any lift outs they would do, making sure they had appropriate distribution resources and funding, made sure their succession plans were set and were executed seamlessly. We just have to think about managing the money in the best way that we can.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. And so my plan was actually to quit and not do anything and figure out what my next step was. What’s keeping you entertained? You know, it was all this like structuring and like tax and legal and accounting stuff.

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

MARCH 5, 2024

What, what was the career plan? Wichita, Kansas was the home office and there were sort of a dozen of us very simply situated, you know, all young and hungry, but they had great management at Koch. So I remember writing the merger, our business plan there. What, what’s keeping you entertained?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. It’s just entertainment.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Finvisage

FEBRUARY 7, 2021

It had already put in place a reboot plan. Secondly it was planning to invest in reinventing itself as a premier gaming hub within the thriving gaming industry which is valued at $150 bn. Members openly ignore fundamental investment practices and risk management techniques;some people will call the activity gambling.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

Barry Ritholtz

MAY 23, 2023

Were the plans to become a solicitor or a barrister? So that’s — that’s what the plan was. And so, it was a plan to get into this space, get experience from being an insider, in business and go back. I didn’t have a grand master plan. How do you guys’ plan on growing the assets, do you have any targets in mind?

Investments 61

Investments Finance Construction Technology 61

Barry Ritholtz

AUGUST 29, 2023

DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. There’s conversations that happen with our risk management department to make sure we’re comfortable in terms of what kind of exposure that creates in the fund.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JULY 4, 2023

What were your early career plans? And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. And you basically could just sort of do fine with very lazy risk management.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? 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. The family offices might be the ones willing to take a bit more risk. But let’s roll back a little bit. MIELLE: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. We find great management teams. So it’s been really significant growth. And, you know, why is that?

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. KENCEL: Well, look, it’s all about entertaining people. KENCEL: Exactly.

Mergers and Acquisitions (M&A) 57

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

PYMNTS

APRIL 8, 2019

If confirmed, Carranza will replace World Wrestling Entertainment Co-founder Linda McMahon, who is stepping down as SBA administrator to help Trump with his re-election efforts. An unnamed source said that McMahon is planning to join America First Action SuperPAC, supporting Trump’s re-election campaign.

Risk Analysis 45

Risk Analysis Entertainment Credit Risk Leadership 45

Barry Ritholtz

NOVEMBER 7, 2023

I found the book to be really entertaining and, and amusing and a little bit horrifying. It really is just a, a, a very entertaining book and I thought this conversation was, was absolutely fascinating. So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. But Zeke is a, a fascinating guy.

Numbers 61

Numbers Profit and Loss Banking Finance 61

Barry Ritholtz

NOVEMBER 28, 2023

Because travel requires us to plan to, to have, again, a strong imagination of the future. But what you’re really saying is, despite the rescue plan, it hasn’t really moved the needle on, on the confidence level. So there are indicators to me, to all levels of the economy. 00:33:56 [Speaker Changed] No.

Mergers and Acquisitions (M&A) 101

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