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.” That’s basically what it is.

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Global Finance

MAY 8, 2024

Rising external interest rates, a weak economic recovery and risk management challenges put neighboring Macau’s banking environment under pressure. Total asset value grew 27% over the year, and the bank continued to restructure loans that had become nonperforming during the pandemic. In 2023, the bank leveraged its 8.9

Banking 52

Banking Profit and Loss Construction Retail 52

Barry Ritholtz

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. You need the lower leverage than you used to need before.

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Investments Marketing Economics Risk Management 65

Barry Ritholtz

MARCH 5, 2024

And with that data then we can start thinking about what the, what the likely hedges are for the macro risk of the portfolio. How do you institutionalize data management and, and how do you leverage the idea of, hey, we know a lot about this, here’s how we monetize it. What is your approach to data? Do originations change?

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Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

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

SEPTEMBER 26, 2023

And I think a lot of investors and, and lenders and really lost their way and agreed to terms and conditions that in under today’s market environment would not be acceptable levels of leverage that would not work. And, and as a result, there is a, a condition where there’s risks and opportunities in the current market.

Investments 52

Investments Banking Economics Construction 52

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. How fundamental was that to your learning about investing, trading risk management, starting with futures? You sell a naked call, you [ Barry Ritholtz ] Right. Made sense.

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Marketing Treasury Banking Profit and Loss 108