CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Enjoy the ‘light’ reading!

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Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

Barry Ritholtz

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. Then I think you’re gonna find this to be a fascinating conversation. 00:01:24 [Michael Fisch] Thank you Barry. It’s a pleasure to be here. You get a Stanford MBA. What was the original career plan?

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Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. You started your career doing M&A at Goldman Sachs. MCCARTHY: — and end up in M&A on Wall Street. That’s really an astonishing return. Kathleen has been with Blackstone since 2010.

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Mergers and Acquisitions (M&A) Investments Construction Concentration 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. He helps to oversee $2.5 RITHOLTZ: Really?

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

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. He was instrumental in getting a number of very positive policy actions passed over the past decade.

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