Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

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

PYMNTS

JULY 13, 2018

Hunter Macdonald, CEO and co-founder of Tutela Technologies , a seven-year-old Canada-based firm that collects and sells what he calls “crowdsourced” mobile data, shares his thoughts on how the data it collects could impact payments and commerce. It helps me keep my engineers honest,” he joked. “If consumer.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. At a more intricate level, it meant using that mobile technology to give customers greater transparency into their financial lives. “We Access that can be successfully leveraged into a consumer life.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce 40

eCommerce Retail Leverage Startups 40

PYMNTS

JULY 12, 2018

Hunter Macdonald, CEO and co-founder of Tutela Technologies , a seven-year-old Canada-based firm that collects and sells what he calls “crowdsourced” mobile data, and his thoughts on how the data it collects could impact payments and commerce. It helps me keep my engineers honest,” he joked. “If consumer.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

SEPTEMBER 7, 2022

MARTIN: Fortunately, technology has been significantly advanced. RITHOLTZ: So when you say technology, it’s the technology at the New York Stock Exchange, as well as the technology at all the companies that are trading? Is it the investment bank? RITHOLTZ: That’s interesting. MARTIN: Absolutely.

Communication 119

Communication Marketing Math Technology 119

PYMNTS

NOVEMBER 29, 2017

An ongoing explosion of technologies, business models, payment types, platforms and services has made 2017 into something of a golden age for businesses, said Frechtling, but illegitimate operations are also benefitting from those innovations. Scalable costs are investments made so that the business is easy to find for those who want it.

Math 46

Math Communication Sales Transportation 46

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 57

Investments Finance Education Numbers 57

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 116

Investments Banking Advertising Finance 116

CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. A tontine agreement is a form of pooled investment fund to which the investors contribute a lump sum and, in exchange, receive ongoing payments (or “dividends”) as a return on their investment. Darius Foroux).

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

DECEMBER 13, 2022

And I had some great mentors, and they taught us about insurance, and investments, and prospecting. And he flat out told me he wasn’t going to invest the time into me. I would, no kidding, explain the financial planning process, the impact of inflation, the rule of 72, investment 101, insurance 101. Terry: Exactly.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

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

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., The best technology I had at that point was my mobile printing machine. I would take an application with me.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

MAY 16, 2016

It’s all about the math. The “Internet of Things” and voice-activated technologies are also enabling new commerce endpoints and ways to access them that no longer even require that a consumer have a mobile device at the ready. . It’s how consumers use those stores and spend their money there that’s changing — and pretty dramatically.

Retail 43

Retail Sales CFO Numbers 43

Barry Ritholtz

MARCH 27, 2023

Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. Tell us a little bit about what it was like to wade into the world of distressed investing for bonds?

Investments 110

Investments Restructuring Profit and Loss Finance 110

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we just kind of paired up.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

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. We’d love some diversity.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

APRIL 8, 2024

And the newfangled technology was coming. Pretty much the same technology as today. I’d been ranked i i back in the seventies, if you can do the math. 00:31:28 [Speaker Changed] But you had no idea they were running a hundred to one leverage? You, you saw it on the horizon. Our final two questions.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. RITHOLTZ: Modern technology.

Investments 57

Investments Marketing Numbers Finance 57

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly. Jeremy knew all those people to hire.

Marketing 108

Marketing Treasury Banking Profit and Loss 108