Barry Ritholtz

MAY 23, 2023

Then suddenly in the ensuing weeks, you get tagged to be CEO. Were the plans to become a solicitor or a barrister? So that’s — that’s what the plan was. And so, it was a plan to get into this space, get experience from being an insider, in business and go back. That has to be a little bit of a surreal experience.

Investments 61

Investments Finance Construction Technology 61

Barry Ritholtz

JULY 11, 2023

What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? So take a mutual fund strategy, deliver it through the Canvas platform, overlay with tax optimization, and even include some ESG overlay. You think about some of the stuff on ESG, the kind of impact investing, those types of things.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

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. As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. And understanding those influences provides important context for planning ahead.”

Finance 108

Finance Investments Math Marketing 108