BlueLight

MAY 6, 2020

Between building product, selling product, and managing the team, we understand the investor update may not be too high on the priority list. In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. This is one way to hold yourself accountable.

Communication 52

Communication Startups Finance Benchmarking 52

CFO News Room

JANUARY 28, 2023

The account is in the name of the minor but is technically owned and managed by a parent or guardian. It’s also the most basic type of retirement plan, which makes it very easy to open and manage. The contributions themselves will not be taxable, nor will they be subject to a penalty. This arrangement is unique to the Roth IRA.

Investments 130

Investments Planning Accounting Education 130

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Frame what’s going on in today’s environment and what’s it like managing a fund in this sort of circumstance?

Investments 109

Investments Concentration Profit and Loss Economics 109

CFO News Room

DECEMBER 23, 2022

will allow employers to make matching contributions and non-elective contributions to the Roth side of the retirement plan instead of just the pre-tax portion (though participants will be subject to income tax on such contributions). by partnering with other wealth management experts to hold a virtual conference). Further, SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 27, 2022

Our goal on this show is to bring you the best thought leadership on managing teams, organizations, and your career. So I was lucky that as a junior product manager a long time ago at Yahoo, I had the opportunity to work and meet a gentleman by the name of Jeff Weiner who would go on to become the CEO of LinkedIn. I’m Alison Beard.

Leadership 100

Leadership B2B Numbers Marketing 100

Barry Ritholtz

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one.

Valuation 119

Valuation Investments Marketing Technology 119

Barry Ritholtz

JULY 24, 2023

MIAN, FOUNDER AND MANAGING EDITOR, STRAY REFLECTIONS: Pleasure being here, Barry. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So every two or three times a month, I’ll write about some topic or theme that’s interesting. Welcome to Bloomberg.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

Math 52

Math Leadership Investments Entertainment 52

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. And ultimately, when you look around the culture, you kind of become the average of the people you surround yourself with. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JUNE 6, 2023

I think he’s really a fascinating guy, and I’m glad we finally managed to get him in to the studio for a podcast. He makes what is otherwise a potentially challenging subject very interesting. Here, you could do it yourself. Manage it yourself.” This is all about you can do it yourself.” “I’m

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

PYMNTS

JANUARY 11, 2017

VRBO, a platform he had never heard of, was the topic of conversation, and the discussion was all about the money that could be made by using it to remove the friction from finding renters for those vacation rental properties. Did you start with onboarding property managers? Here is an excerpt of the conversation….

Communication 40

Communication Math B2C Marketing 40

Barry Ritholtz

AUGUST 15, 2023

Tell us a little bit about how that led you to working with some of the managers that worked with the Yale Endowment. RITHOLTZ: Did long-term capital management impact them at all? Are you still working with any of the managers at Yale or is that along the — SEIDES: No, I mean, I left Yale 25 years ago. SEIDES: Sure.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Jedox Finance

MAY 15, 2023

EU lawmakers have urged world leaders to hold a summit to find ways to manage the development of advanced AI tools such as ChatGPT. AI is increasingly augmenting our teams’ capabilities, and infringing upon their duties and responsibilities which, in a way, makes it a part of the teams we manage and lead. It won’t cultivate itself.

Leadership 52

Leadership Leverage Technology Budgeting 52

Barry Ritholtz

SEPTEMBER 5, 2023

How did you manage through the GFC and what sort of world were we existing in back then? MILLER: And there’s nothing better than talking about a topic that you’re really comfortable with and really smart people ask you questions that cause you to maybe think a little bit differently about the solution or whatever.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

MARCH 21, 2023

CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it. I was a fixed income portfolio manager and trader, which is a ton of fun. Tell us a little bit about that.

Profit and Loss 67

Profit and Loss Valuation Forecasting Investments 67

Barry Ritholtz

APRIL 11, 2023

The other argument I heard was management compensation — RITHOLTZ: Right. The argument was buybacks are happening because we’re increasingly rewarding management with stock options. Management tends to be terrible timers. Are you setting yourself up for the great recovery story? They match up. RITHOLTZ: Right.

Valuation 117

Valuation Education Finance Numbers 117

Barry Ritholtz

OCTOBER 4, 2022

MCRANEY: And like the introspection illusion has to always be a talk about we don’t know the antecedents to our thoughts, feelings and behaviors but we are very good at creating narratives to explain ourselves to ourselves and if you always have to mention that in any book about this topic is one of my concerns. RITHOLTZ: Yes.

Entertainment 119

Entertainment Numbers Finance Math 119

Barry Ritholtz

OCTOBER 31, 2022

Come in Monday, you know, familiarize yourself with the data. And it makes me emotional because I’ve taught this subject for half a century. But I think as we collect more data, it’s going to be a major topic. Atika Valbrun is our project manager. I know this was a Friday. RITHOLTZ: I know the answer to this.

Investments 57

Investments Marketing Numbers Finance 57

Barry Ritholtz

JANUARY 23, 2024

Co-founder and managing partner at OvaTure Climate VC focuses on all sorts of fascinating startup and climate change technology, from concrete to energy production, to storage, to carbon capture, to material science, to alternative fuels. You know, I was, I was Obama’s call time manager and fundraiser.

Investments 52

Investments Manufacturing Startups Technology 52

CFO News Room

DECEMBER 22, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” NOTE: Of course, it’s an open question how good a proxy Walgreen’s self-selected subjects are for the general population, especially because they didn’t go the home-testing route, but we go with the data we have.

Economics 130

Economics Manufacturing Nonprofit Numbers 130

CFO News Room

JANUARY 4, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” I do notice that on topics like Ukraine and Big Tech, Republicans keep asking for my vote. Logistics: “United States LMI Logistics Managers Index Current” [ Trading Economics ]. Biden Administration.

Manufacturing 130

Manufacturing Economics Transportation Retail 130

Barry Ritholtz

AUGUST 22, 2023

I think that everyone is themselves, rather than a Chicago person or a New Yorker, forgive me for those who consider themselves New Yorkers, you’re yourself. If you’re thinking about yourself just as an individual, to try to be exposed to diverse ideas is a really good idea. SUNSTEIN: I wouldn’t say that.

Economics 98

Economics Finance Investments Numbers 98

CFO News Room

DECEMBER 16, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Every Friday, a stately, academic pace utterly incompatible with protecting yourself against a variant exhibiting doubling behavior. A history of management consulting. Capitol Seizure. UPDATE Yes.

Math 130

Math Education Management Consulting Healthcare 130

CFO News Room

JANUARY 5, 2023

“So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” As a result of these efforts, thousands of workers who’d been subject to noncompete restrictions can now freely switch jobs or start a competing business, without fear. Biden Administration. UPDATE Yes.

Advertising 130

Advertising Economics Leadership Numbers 130

CFO News Room

DECEMBER 23, 2022

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” NOTE: Of course, it’s an open question how good a proxy Walgreen’s self-selected subjects are for the general population, especially because they didn’t go the home-testing route, but we go with the data we have.

Economics 130

Economics Advertising Manufacturing Forecasting 130