Barry Ritholtz

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. Mike Rockefeller of Woodline Partners launched what was one of the hottest new hedge funds in a long time.

Healthcare 61

Healthcare Investments Construction Concentration 61

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

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Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. I don’t know what else to say about her. I have the delightful Liz Ann Sonders on.

Investments 57

Investments Marketing Concentration Economics 57