Barry Ritholtz

JULY 11, 2023

So, we basically viewed it as, Franklin was very strong in fixed income, domestic equity, and what Templeton did was open up this international investing, which was really pretty new… RITHOLTZ: Right. Yeah, they were pioneers in emerging markets and really kind of global equity. And they’re here to stay, one, take private credit.

Mergers and Acquisitions (M&A) 86

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

Barry Ritholtz

SEPTEMBER 19, 2022

And Joshua added tags to that, and so you could browse things by tags. So the most you can ever lose in venture capital is the amount of equity you’ve put in. Then you still get some high-priced private rounds that either were in the works, or they have a lot of structure. RITHOLTZ: Right.

Valuation 118

Valuation Investments Marketing Technology 118

Michigan CFO

NOVEMBER 7, 2022

Get financial leadership without the C-suite price tag. You may have equity-based pay arrangements with certain employees that require a valuation to determine these incentives. In order to produce a valuation that accurately reflects value, private SaaS companies will often rely on on-demand CFO services.

Valuation 40

Valuation CFO Leadership Forecasting 40

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

MAY 23, 2023

Then suddenly in the ensuing weeks, you get tagged to be CEO. Trading through our CTAS and Quant and discretionary and private markets, reaching investors all over the world. It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. CTA and um, equity comp businesses.

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. And I’ve had enough private sector success also in growing and building enterprises. Oh, you just do work with mathematics and intellectual activities. You don’t do any dirty work.

Economics 57

Economics Education Profit and Loss Banking 57

PYMNTS

DECEMBER 7, 2018

Venture capitalists and equity investors targeted companies that apply big data technologies, including artificial intelligence, to an array of use cases, including fleet and manufacturing — leading to more than $322 million raised for B2B startups this week. Reports in Reuters said this week that private equity firm KKR & Co.

B2B 70

B2B Startups Benchmarking Manufacturing 70

PYMNTS

JANUARY 27, 2017

president — proving that, in equities, at least, it has paid off handsomely to be contrarian. After early morning rumors started swirling that Ant Financial Services Group (which operates as an affiliate of Alibaba Group Holding) was considering acquiring MoneyGram — within hours the news was confirmed, and even had a price tag on it.

Economics 40

Economics Valuation eCommerce Forecasting 40

Barry Ritholtz

DECEMBER 20, 2022

It really is a very, very different approach than what we think of as typical equity investing. government’s Full Faith and Credit, even though it wasn’t obligated to these publicly-traded quasi private entities, the U.S. The third one is what we call capital solutions, or private credit, or asset-backed lending.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

OCTOBER 10, 2023

Can I just tag along? Tax cuts and fiscal stimulus, what’s not gonna be good for 00:25:03 [Speaker Changed] Equities. And it begins arbitraging crypto between like Asia and the United States and making a ton of money in what should be something that in the equity markets there wouldn’t be that big a gap.

Math 61

Math Profit and Loss Numbers Marketing 61

Barry Ritholtz

APRIL 25, 2023

And the big one that they get hung up on is they can’t engage in a private securities transaction without getting the prior written consent of the firm. Now you may say, Barry, well, how is this a private securities transaction? And the fervor in which these firms, private capital, has been chasing investment advisors.

Mergers and Acquisitions (M&A) 61

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

Barry Ritholtz

DECEMBER 26, 2023

The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. So 00:12:43 [Speaker Changed] Your title is Chief Equity Technical Strategist. So we service the, the global private clients.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

MAY 2, 2023

And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. It was really kind of in the Tag Heuer timeline for me, career-wise, that I became aware of Ben and of Hodinkee. It was quick on the trigger and pulled up his phone and recorded this otherwise private conversation happening with CEOs.

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

OCTOBER 3, 2023

I was doing an internship at a local brokerage office in Cleveland, Ohio, and I did the typical internship, you know, a week in the back office, a week in equities, a weak in fixed income and weak in commodities, a weak in bonds, and then four weeks, wherever you’d like to go. I mean, it was a really small private partnership.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

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. And certainly, we could have a whole conversation about, you know, okay, well, this combination of interest rates and inflation and expected returns on equities is different, and so maybe we need to adjust. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

CFO News Room

JANUARY 24, 2023

Unfortunately, many of the most promising targets for Executive Branch scrutiny are industries Zients has gotten rich from, including private equity, health care, and Big Tech. The price tag was just shy of $9,000 — a reduced rate.

Manufacturing 130

Manufacturing Construction Economics Banking 130