The Big Picture

JUNE 23, 2025

BS degree in finance from university in Miami, MBA from Wharton Finance. BS degree in finance from university in Miami, MBA from Wharton Finance. Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. I took a finance class, really liked it a lot. Always the career plan.

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Mergers and Acquisitions (M&A) Benchmarking Treasury Marketing 52

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. Barry Ritholtz : So what changed your mind to say, all right, let me, let me go see what these finance bros on Wall Street are all about. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Mergers and Acquisitions (M&A) Planning Marketing Securities 130

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. No, no, no.

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

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

Barry Ritholtz

FEBRUARY 13, 2023

You graduate Emory University with a degree in finance. RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. You get an MBA from Wharton. RIEDER: Of all time.

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Mergers and Acquisitions (M&A) Marketing Investments Education 57

CFO Talks

MAY 13, 2025

When M&A Dreams Meet Budget Reality Why the Real M&A Value Lies in Your Hands When the board signs off on a merger or acquisition, the room is filled with optimism. M&A is not a trophy strategy – its a technical, financial, and operational grind. You stay grounded in the math.

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Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52