Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape.

Finance 52

Finance Leadership Auditing Math 52

Barry Ritholtz

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Risk management. What is that?

Investments 52

Investments Valuation Math Numbers 52

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. And the economics, they ultimately worked out long term. That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the reality is just no one really trains us to do this.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. I can’t open accounts for them. Go rebalance this.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: I love this quote from a piece you wrote about risk. How would you have done?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52