Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. Risk management. That’s a long time.

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Investments Valuation Math Numbers 52

Barry Ritholtz

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Like, like the, you know, like the accounting standards.

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

Barry Ritholtz

MARCH 12, 2024

So let’s, let’s talk a little bit about some data and technology you use. 00:29:02 [Speaker Changed] So, so it’s interesting that you started this after the financial crisis, given your technological expertise and your unique way to, to value these things. And now we, we insure through the reinsurance markets.

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Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. which was our Global X Lithium and Battery Technology. Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises. RITHOLTZ: LIT, L-I-T.

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Investments Marketing Numbers Risk Management 61

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’re doing a lot of math in your head on the Fly. Jeremy knew all those people to hire.

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Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

MARCH 27, 2023

Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. Is it technology, market structure? You get an MBA at Stanford.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. So why rock the boat?

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Investments Numbers Risk Management Concentration 57

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. So they get technology reimbursement fees. Mindy: Yeah.

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Planning Investments Accounting Math 130

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. So the platform digital experience and technology is really, really critical as well. Crypto had gone ballistic, technology had exploded.

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Investments Marketing Profit and Loss Banking 116

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.

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