CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: They were all institutional separate accounts. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. You know, we’ve had been lucky, it’s been very profitable year after year. RITHOLTZ: Wow.

Leadership 109

Leadership Investments Profit and Loss Technology 109

CFO News Room

DECEMBER 7, 2022

Communications that include generic brand content, purely educational material, market commentary, and event sponsorship, by themselves, are not deemed to be advertisements. an account or a private fund of the investment adviser or its affiliates). Both gross and net definitions are fairly intuitive.

Advertising 130

Advertising Marketing Communication Compliance 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

AUGUST 29, 2022

And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. I run it at a loss. It’s unique.

Profit and Loss 67

Profit and Loss Marketing Investments Benchmarking 67

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. And so, it’s a little bit of an educational process, but …. And ultimately, to make a very long story short, I fell in love with derivatives.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

JANUARY 31, 2023

But, yeah, I mean, you know, we started that account maybe in 2015. And so I would do a lot of marketing for equity accounts at Merrill. I mean, for me, it was a great education, I think those first, you know, seven or eight years at Merrill, because I had Rosie. Yeah, we’ve been growing it ever since. Just leave me alone.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57