PYMNTS

NOVEMBER 29, 2017

That’s what the bad guys want acquiring banks to see. However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise. .: A Legitimate Illegitimate Business.

Math 46

Math Communication Sales Transportation 46

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. It’s a new segment of the market,” Tom Quindlen, Synchrony executive vice president and CEO of retail card operations for the bank, noted in an interview. market share. Au Voir : A Farewell To FedEx And Food Delivery.

eCommerce 40

eCommerce Retail Leverage Marketing 40

Barry Ritholtz

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. RITHOLTZ: Right.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success. This is where I work.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

SEPTEMBER 3, 2024

Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. Heather Brilliant : Well, actually I had, I had pursued the CFA program first, and I learned about the CFA from a colleague at Bank of America, and I got right on it. Barry Ritholtz: Huh, really, really interesting.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. But that was really all the banks that were doing it, 00:09:56 [Speaker Changed] Not it was the banks, but there were a lot of empty buildings. What better investment outcomes could we have by leveraging our data?

Investments 105

Investments Marketing Transportation Finance 105

CFO News Room

NOVEMBER 1, 2022

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. So, for us, we really are seriously asking, give us three months of bank statements, three months of credit card statements. Mindy: Yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. billion deal. BERRUGA: Yeah, speed.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And when I used to work at another regional bank, her mother, before she retired, ran the big commercial lending unit. And we used to ride bikes together.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

FEBRUARY 17, 2025

And so the way I came across finance is when I was in high school, I was applying for scholarships for college and I came across the Thomas Rex Smart Start Scholarship program that was run by Chase Bank. Within the investment bank. And I did a lot of options math, which I thought was interesting. 00:03:43 [Speaker Changed] Huh.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Investments 119

Investments Banking Advertising Numbers 119

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. Access that can be successfully leveraged into a consumer life. What Powers Petal. According to Gross, the Petal product is designed differently, from the ground up.

Math 53

Math Education Compliance Forecasting 53

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. SHAW: Well, it’s pure geometry.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. What about what happened with a lot of banks during the financial crisis? And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We typically hire people out of the banks. I can’t remember if he sat at Bear or Lehman, but it was one of the banks that no longer exist. Banking getting much better. And at the same time, the dot com bubble collapsed.

Investments 59

Investments Numbers Risk Management Concentration 59

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Planning 130

Planning Education Investments Benchmarking 130

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Numbers 40

Barry Ritholtz

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. So I was really investment banking. So that’s the math. What was that experience like?

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. 00:03:11 [Speaker Changed] Yeah, we started out, I started on banking, the two year banking program, which merchant banking was the group I was in.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. You know, people are comfortable, leverage builds. But then, you know, the front of the yield curve started to move up and it became pretty clear, all the central banks in the developed markets were behind the curve.

Mergers and Acquisitions (M&A) 59

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

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. He leveraged existing infrastructure and built on top of it. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. There’s 00:14:11 [Speaker Changed] No money in that bank.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

Barry Ritholtz : So you leave Sanford Bernstein and then, which had really become Alliance Bernstein end up at Merrill Lynch, where eventually your same role Chief Investment Officer for Bank of America Merrill Lynch Wealth Management first, what did, was there still remnants of Mother Merrill when you joined post merger?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. So, so you, you start out credit analyst at Century back in Bank and Trust prior to getting an MBA, what was it like being a credit analyst in the 1980s? He, he was a president of a small bank enterprise bank up in Lowell.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. And so we, we get this contract written and I go off to grad school assuming I would go work at a big bank doing sales and trading in some quant role.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JANUARY 7, 2025

So my dad was a diplomat for the World Bank, grew up in Nigeria, in Lagos, in Harare, Zimbabwe, and then in Hanoi, Vietnam. Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible. You seem to have traveled a little. Where else?

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. And I go, the answer is the Japanese central bank is, has interest rates set at 0.5%. How do you look at the relationship between a country’s central bank and its ability to manage its own debt? I mean that was, that was the problem.

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. I think eventually it’s Dain Rauscher, which is now Royal Bank. And I think you will also.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

APRIL 8, 2024

00:08:45 [Speaker Changed] Didn’t they end up getting purchased by, was it Deutsche Bank? Something by Deutsche Bank? Did you want to go to a big bank or is that what led to the next step in your career? I’d been ranked i i back in the seventies, if you can do the math. 00:08:49 [Speaker Changed] Right.

Economics 59

Economics Marketing Numbers Forecasting 59

Barry Ritholtz

SEPTEMBER 26, 2022

You need to read all of the following article: “The flawed math behind Elon Musk’s Twitter deal – An overleveraged billionaire’s bid for an overvalued company may signal the last gasp in an age of magical thinking about markets” – Washington Post. Not everything is equal folks.

Math 131

Math Manufacturing Education Numbers 131

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. You talk about hotels, Airbnb, and then the banks were having people draw down their line of credit weeks and weeks before things really got bad. And again, I’m probably pretty lucky. So that’s the question.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JUNE 20, 2023

MORGENSON: Could be banks, could be Wall Street, could be private debt folks, but it’s — RITHOLTZ: This is very often securitized and sold off into the market as well? MORGENSON: Well, it was with a French bank, actually. They were representing the bank. RITHOLTZ: And who’s lending this money to the company?

Healthcare 59

Healthcare Finance Marketing Retail 59

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We did not have the strongest West Coast banking presence.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

OCTOBER 31, 2022

Now, this is — now, you’re going to China, China banks. SIEGEL: No, it’s more — no, it’s actually because the rise of interest rates has slowed down credit and it’s moved funds out of bank so much, that the liquidity is actually declining in the system. They got a lot of leverage.

Investments 59

Investments Marketing Numbers Finance 59