Remove Leverage Remove Math Remove Risk Management Remove Sales
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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. This role broadened my understanding of the intricacies of financial oversight and enterprise risk management. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Absolutely.

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Sizzle Or Fizzle: Walmart Pays Pays Off, Marketplace Lending Falls Off

PYMNTS

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Holiday Weekend Sales For Etsy. Next time, guys?

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. ” Matthew: It’s very risk management based. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130
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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there. Why covered calls?

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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.” That’s basically what it is.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. I was econ and kind of geeky.