CFO Talks

JANUARY 30, 2025

Crafting Strategic Visions with Roger Castle In the latest CFO Club podcast, Leana van der Merwe sat down with Roger Castle, an accomplished CFO and finance expert with decades of experience across industries such as cloud management, online advertising, financial services, and telecommunications. Then we ask, how do we get there?

Communication 52

Communication CFO Valuation Construction 52

Barry Ritholtz

SEPTEMBER 3, 2024

Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. 00:19:51 [Speaker Changed] What, what’s a better advertisement for a mutual fund than the fund manager having millions and millions of dollars invested in that exact fund? But maybe second to valuation as a primary consideration.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? What’s the valuation?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation. I like these big advertisers, but they don’t wanna be associated with that. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

MAY 9, 2023

ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV. ADVERTISEMENT) RITHOLTZ: So let me throw a curveball at you. We love it. What do they focus on?

Investments 119

Investments Banking Advertising Numbers 119

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. The s and p 500 has underperformed his fund by 3.7% a year since 1989. Much better.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

FEBRUARY 13, 2023

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. There is alpha.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59