CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. It’s why we tend to also do investment management, or also do something to implement. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

SEPTEMBER 23, 2016

Trying to get off on a technicality, and a weak one at that, Murgio claimed that bitcoin did not meet the definition of “funds” under federal law, which prohibits unlicensed money transmitting businesses. Amazon is set to become the eCommerce leader in India, and bitcoin companies are keen to tag along for the ride. Starting Sept.

Profit and Loss 77

Profit and Loss Currencies eCommerce Leverage 77

Musings on Markets

DECEMBER 10, 2023

While it is often assumed that key people, at least from a value perspective, are at the top of the organization, usually founders and top management, we will begin this section by expanding the key person definition to include anyone in an organization, and sometimes even outside it. Key Person: Who, what and why?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. Then suddenly in the ensuing weeks, you get tagged to be CEO. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. GREW: It is nothing short of surreal.

Investments 61

Investments Finance Construction Technology 61

Barry Ritholtz

MAY 30, 2023

And how is it that you, what’s this car that’s in the parking lot, it’s got plates on it and a tag and it’s brand new. BRYANT: Yes, yes, Operation HOPE is the official kids accounts manager for the Atlanta Public School System and the Atlanta City Council funded us a few million dollars to open kindergarten accounts.

Economics 57

Economics Education Profit and Loss Banking 57

PYMNTS

MARCH 12, 2019

That all may come to a head, or at least be in the spotlight, as CEO Timothy Sloan is slated to appear on Tuesday (March 12) before the House Financial Services Committee, which as The Wall Street Journal reports has now come under control of the Democratic Party, with “a decidedly populist tilt.”.

Risk Management 46

Risk Management Currencies Banking Securities 46

Barry Ritholtz

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. Can I just tag along? 00:21:21 [Speaker Changed] But he can manage that. 00:21:22 [Speaker Changed] He, he can manage that. And therefore perform poorly under 00:21:40 [Speaker Changed] Pressure.

Math 61

Math Profit and Loss Numbers Marketing 61

PYMNTS

JANUARY 27, 2017

What will it do with this new asset? Ebay beat the Street in its latest quarterly results and managed to see 3 percent gains on the top line based in part on holiday spending. even under a more protectionist presidential administration, the possibility for conflict is there. The announcement Thursday (Jan.

Economics 40

Economics Valuation eCommerce Forecasting 40

Barry Ritholtz

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. ROBERT KOENIGSBERGER, FOUNDER, CHIEF INVESTMENT OFFICER, MANAGING PARTNER.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. They’re almost a billion dollars in assets. BRIAN HAMBURGER, FOUNDER, PRESIDENT & CEO, MARKETCOUNSEL: Thanks, Barry. It’s so great to be here.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

MAY 2, 2023

I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right.

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. You can go get some turnkey asset management program. Why don’t you speak to him?

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

DECEMBER 26, 2023

I, but I managed to jumped my score, right. Of course, there’s other times where I have a really compelling chart looks bullish, where they have under perform on it. But I managed to do it all on a weekly chart. But the other factor is asset manager positioning. And vice versa. Here’s the research note.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

MAY 16, 2023

HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. So indirectly, I became a hedge fund manager to manage our cash at the Squeeze Ball Company.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. How fundamental was that to your learning about investing, trading risk management, starting with futures? It’s not one-to-one.

Marketing 108

Marketing Treasury Banking Profit and Loss 108