The Big Picture

JUNE 23, 2025

Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. It’s sort of like math with dollar signs attached to it. Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. He helps to oversee over a trillion dollars in bond ETFs. I decided to try doctor.

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Mergers and Acquisitions (M&A) Benchmarking Treasury Marketing 52

Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. 00:01:58 [Speaker Changed] I’m just old. Lisa Shalett : Not at all.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

PYMNTS

JULY 20, 2017

million malware samples last year, and while there is evidence that number may decline for 2017, researchers warned that these cyberattacks are becoming more sophisticated. Part of that is because machine learning relies on only two or three algorithms; deep learning deploys tens of algorithms, and complex math.

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Mergers and Acquisitions (M&A) Math Technology Securities 78

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Mergers and Acquisitions (M&A) Planning Marketing Securities 130

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I, I won a prize for.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 67