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10 Monday AM Reads

Barry Ritholtz

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
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#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

What's unique about Brenda, though, is how she not only came to the financial services industry without any financial background, but did so despite a very financially challenging upbringing, and while navigating challenges of homelessness, bankruptcy, and alcoholism in her 20s, through which she not only persevered and rose through the ranks as a (..)

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

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
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Negotiation for Physicians

Adam Kae

You'll need to do some math to understand: where your breakeven is. The higher the demand, the more your potential leveraging power! What are you willing to leverage? To negotiate for the best rate, you'll need to create a comprehensive negotiation strategy. Your Negotiation Strategy. Models, Forecasts, Calculations, Oh My!

Math 52
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Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Throughout my journey, I have continually strived to be a strategic business leader, both in and out of my finance function, leveraging my extensive experience across developed and emerging markets.

Finance 52
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Paytronix CEO Robbins Says DoorDash Still Has A Lot To Prove

PYMNTS

They leverage DoorDash as one channel of distribution among many, not as their sole connection to the digital dining space. But Robbins predicts that by summer, the math is going to look a lot different in terms of the importance of that digital pipeline. Hence, DoorDash is their best option to access the digital consumer.

Math 102
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Auto Insurance Premiums Big Digital-First Shift

PYMNTS

As Preston told PYMNTS, the math is fairly simple: “People just drove less, so they ended up saving.” As the traditional carriers offer payment relief, he said, in March, Metromile gave 30 percent of premiums back to customers across the eight states in which it operates without having to offer refunds or do anything differently.

Math 82