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.” Cean: Yeah. We met at an insurance agency.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

MARCH 27, 2023

RITHOLTZ: So you were very actively involved in the restructuring of the airlines post 9/11. So there really wasn’t a whole lot of restructuring and distressed assets afterwards, or was there? But, of course, Lehman was a huge restructuring and bankruptcy liquidation — RITHOLTZ: Sill going on today, right?

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 20, 2023

And so, he knew that they were distressed and that they could be restructured and reorganized. Aren’t the big firms and the LBOs, the leveraged buyouts, very different than the middle market, smaller private equity firms that provide capital and equity to small companies. MORGENSON: He was the finance guy. RITHOLTZ: Right.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You sell a naked call, you [ Barry Ritholtz ] Right. Made sense.

Marketing 108

Marketing Treasury Banking Profit and Loss 108