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.” And so, we pivoted to more of a service team.

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 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 20, 2023

And so, he knew that they were distressed and that they could be restructured and reorganized. So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark.

Healthcare 56

Healthcare Finance Marketing Retail 56

Barry Ritholtz

OCTOBER 3, 2023

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. At the time, the Mexican, after the Mexican restructuring, they had, they had Mexican bonds with an oil option embedded in them. Made sense.

Marketing 107

Marketing Treasury Banking Profit and Loss 107