CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. The higher the demand, the more your potential leveraging power! What are you willing to leverage? To negotiate for the best rate, you'll need to create a comprehensive negotiation strategy. Your Negotiation Strategy. Models, Forecasts, Calculations, Oh My!

Math 52

Math Forecasting Leverage Investments 52

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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. Two reasons. For various reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

NOVEMBER 22, 2022

Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs. And so you need strong healthcare to meet the needs of the population. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I know nothing about healthcare. SHAW: Well, it’s pure geometry.

Investments 56

Investments Finance Education Leadership 56

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. What better investment outcomes could we have by leveraging our data? So we have lots of data that we can leverage. And I, I think that I kind of triangulated on it. I have no family history.

Investments 103

Investments Marketing Transportation Finance 103