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

JUNE 20, 2023

In fact, I think Secretary of the Treasury at the time said the market will work out these things and they will not become a problem. And so, he knew that they were distressed and that they could be restructured and reorganized. Let’s just let the market take its course. MORGENSON: He was the finance guy. RITHOLTZ: Right.

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. Hank Paulson had left to go become treasury secretary.

Marketing 107

Marketing Treasury Banking Profit and Loss 107