PYMNTS

JULY 8, 2016

Now if we only knew the denominator and could do the math to see what those numbers really look like. Zenefits’ Valuation Cut. By having a reset in valuation, it could be argued that the firm is offering payment of sorts for its own past behavior. It is also, perhaps, setting the bar lower for valuation to climb again.

Valuation 40

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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. Investment banks were not really a known concept in the area where I grew up.

Investments 116

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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

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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.

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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 ). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Education 130

Education Planning Benchmarking Investments 130

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

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CFO News Room

DECEMBER 5, 2022

As a result, the ‘traditional’ valuation of an advisory firm wasn’t really 2X revenue; it was 6-8X profits, and when advisory firms can run 25% to 30% profit margins, 7X profits at 28% margins came out to almost exactly 2X revenue. (In When it comes to technology firms, revenue valuation multiples are often much higher.

Planning 130

Planning Technology Valuation Communication 130

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 61

Investments Marketing Numbers Risk Management 61

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. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

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

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 pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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 given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 65

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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. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in. Let, let’s start with your background.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

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

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. So in 1999, I invested in this. Like I was just like my one internet investment.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. And being in the Washington DC area proved to be important.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

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. The Professor invested and joined as an advisor.

Investments 57

Investments Marketing Numbers Finance 57