Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. We just get to focus on assets and asset risk management. RITHOLTZ: I’ve been looking forward to this conversation for a long time.

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Barry Ritholtz

AUGUST 29, 2023

DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. There’s conversations that happen with our risk management department to make sure we’re comfortable in terms of what kind of exposure that creates in the fund.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

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Barry Ritholtz

MARCH 5, 2024

What, what was the career plan? Wichita, Kansas was the home office and there were sort of a dozen of us very simply situated, you know, all young and hungry, but they had great management at Koch. So I remember writing the merger, our business plan there. How do you get from medical school to that?

Mergers and Acquisitions (M&A) 55

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PYMNTS

FEBRUARY 28, 2019

Risk has rewards in all parts of life, but especially in business, where shrewd risk-taking and planning accrues to the bottom line. Businesses that set up operations, raise debt or make investments in other jurisdictions can experience devastating valuation shocks as exchange rates change.

Risk Management 53

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Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. What’s the valuation? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. But you’re looking at valuations and what sort of multiples you want to pay.

Investments 59

Investments Valuation Marketing Currencies 59

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does.

Profit and Loss 55

Profit and Loss Investments Marketing Securities 55

Barry Ritholtz

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. I think that was part of his plan to grow and grow and grow and get out of this hole of borrowed money that he was in. So like no more venture capital, you know, 32 billion valuation. 01:09:50 [Speaker Changed] And there were no outside real owners.

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