Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 56

Math Concentration Construction Leverage 56

PYMNTS

SEPTEMBER 8, 2020

Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade. Byju's has seen considerable investment activity, including from Facebook's Mark Zuckerberg's Chan Zuckerberg Initiative and Naspers. Byju's valuation is now at about $10.8

Education 53

Education Math Valuation Investments 53

Barry Ritholtz

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” (emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math.

Treasury 24

Treasury Math Investments Sales 24

PYMNTS

DECEMBER 6, 2016

Now, they are investing in algorithm companies, math scientists, analytics and things that we would typically only have associated with leading tech companies,” McCammon pointed out. The biggest shift to me is the internal focus at the automakers,” he added. You can’t make software impenetrable into perpetuity.

Math 80

Math Advertising Securities Technology 80

PYMNTS

MARCH 17, 2017

The movement toward financial inclusion, and toward a consumer experience that is seamless and intuitive and secure, is one that brings companies to share process and perhaps even prosperity. So take all the security, administrative and efficiency problems that come with being cash only — but writ large. Connectivity and Collaboration.

Math 41

Math Securities Auditing Communication 41

PYMNTS

OCTOBER 28, 2016

The math comes out to one per week. Even after years of effort and hundreds of millions in VC capital invested, digital currency continues to have one major weakness: The world of bitcoin is desolate. The average rate of a new bitcoin ATM? The Seattle-based company said it aims to make bitcoin an accessible and useful payment method.

Math 78

Math Currencies Compliance Retail 78

PYMNTS

JULY 13, 2018

-based wireless carriers said they would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

-based wireless carriers said this would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. Although higher pay increases FICA taxes for some higher earners (Social Security taxes cap out near $150,000 and Medicare at $200,000), it’s offset by state unemployment taxes. NoMoreOffice currently doesn’t have any special benefits for remote employees. Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

PYMNTS

MAY 19, 2016

A security application? In fact, the very term “structured data” connotes less of an association with science fiction and more with something like … factual math. What were (are) Amazon’s plans for the AI image recognition software? Enhancements for its Fire TV and gaming platforms? This very week, another bit of AI action.

Math 46

Math Startups Retail eCommerce 46

Barry Ritholtz

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? Everything is securities fraud.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Barry Ritholtz

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? So volatility halts, for example, we have volatility halts for securities, individual securities. RITHOLTZ: That’s interesting.

Communication 117

Communication Marketing Math Technology 117

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

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. Although higher pay increases FICA taxes for some higher earners (Social Security taxes cap out near $150,000 and Medicare at $200,000), it’s offset by state unemployment taxes. NoMoreOffice currently doesn’t have any special benefits for remote employees. Current staff.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

PYMNTS

NOVEMBER 29, 2017

Scalable costs are investments made so that the business is easy to find for those who want it. To disrupt the marketing pillar, said Frechtling, one can reverse-engineer the marketing methods used based on the business’s profitability – and then strike where it hurts the most.

Math 46

Math Communication Sales Transportation 46

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And then in July 1 of this year, we launched our own registered investment advisor. Stacey: Right. So that was a very easy transition for our clients.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. Wallet holders took to social media to complain of their accounts being drained and ask a multitude of questions about the security and safety of other exchanges.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ).

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.” It was my job. Michael: Sure.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything.

Leadership 130

Leadership Math Planning Securities 130

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.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

MARCH 14, 2016

It’s secure, it’s cheap, it’s faster than a speeding bullet. Some do — and below we talk about how to increase the odds that you, or the company you are investing in, are one of them.). It’s going to leapfrog those sleepy big giant payments networks. Is it one those amazing blockchain things? WhatsApp did it, why can’t I?

Startups 43

Startups Economics Math Securities 43

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

The Charity CFO

FEBRUARY 9, 2022

Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. Early crypto investors are already investing in innovative ways to change human behavior and society. But it’s not for you if you intend to hold onto the cryptocurrency as an investment. .

Nonprofit 98

Nonprofit CFO Currencies Math 98

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. It’s not the safest thing to do, nor is it the most financially sophisticated, but it makes some people feel secure. In Q1 of 2016 , total investments in bitcoin and blockchain ventures was $160.7

Currencies 41

Currencies Banking Accounting Budgeting 41

PYMNTS

MAY 15, 2017

Bitcoin uses math — and math equations that anyone can solve and see — to provide this cash-like feature. More than $1 billion was invested in bitcoin ventures in 2015 alone and billions more in the blockchain technologies that underpin the ledgers that record bitcoin transactions.

Math 62

Math Currencies Startups Concentration 62

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

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. It’s because those billionaires are invested in markets that their wealth is propelling up so much. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

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. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

DECEMBER 5, 2022

As ultimately, very few human beings can effectively do compound math in their head, to figure out the cumulative impact of years or decades of a change in savings, investing, or other financial behaviors, on their long-term wealth. It’s the physical security protections that ensure the money cannot be stolen by thieves.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. BRYANT: So money, unlike math, money is highly emotional. BRYANT: Social Security is 65.

Economics 56

Economics Education Profit and Loss Banking 56

PYMNTS

JANUARY 4, 2019

The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. This is going to open a whole new world of trading securities old and new alike.”. The mechanics?

Math 62

Math Securities Marketing Numbers 62

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

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) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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

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