CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Author: Michael Kitces. Team Kitces. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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 had no natural market.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. 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 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. The markets collapse.

Math 60

Math Profit and Loss Numbers Marketing 60

Barry Ritholtz

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. We’ll get to that.

Math 56

Math Risk Management Profit and Loss Marketing 56

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

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. So again, so it came back out to the market and it held on to all the pieces except Danaher. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Tell us about that. Many years ago.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

AUGUST 23, 2022

He said, this is the number of shares outstanding of this one company that’s been privatized, and I said, what’s this number, he said the share price and multiply the two numbers together and that got you to a market cap of this company of $80 million. I want to be investing in this privatization in Eastern Europe.

Investments 124

Investments Math Banking Profit and Loss 124

Barry Ritholtz

AUGUST 22, 2023

So if you get a group of people who tend to think, you know, we ought to invest in X, take your pick. We ought to invest in X. If that’s the average view, but I’m starting to convince myself, by the way, to invest in soap companies, which is probably not necessarily right, let’s put it that way. Soap companies.

Economics 98

Economics Finance Investments Numbers 98