Investments Math Planning Valuation 
Barry Ritholtz
FEBRUARY 6, 2024
I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.
CFO News Room
DECEMBER 17, 2022
We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.
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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. What was the original career plan? What can I say about Julian Salisbury?
CFO News Room
DECEMBER 5, 2022
Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.
CFO News Room
NOVEMBER 29, 2022
Its founder walked away with a giant buyout package even as its valuation crashed. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. That company is now mired in an enormous financial scandal. The company whose filing paper said it was going to change the world.
Barry Ritholtz
AUGUST 29, 2023
Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.
Barry Ritholtz
AUGUST 15, 2023
Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.
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