Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. That’s amazing leverage. It’s, it’s double concentrated risk. I found this conversation to be both interesting and surprising.

Concentration 67

Concentration Valuation Marketing Investments 67

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. Perhaps leveraging its social networks across all of its platforms around a Marketplace model could be one of those logical paths to explore. From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising 51

Advertising Retail Startups eCommerce 51

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. I hope it’s going to be shallow for the reasons we discussed that we are not getting into this environment with high leverage and high, you know — RITHOLTZ: Low unemployment — VASSALOU: Yes. You need the lower leverage than you used to need before.

Investments 67

Investments Marketing Economics Risk Management 67

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: … risk management.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. And something that Orion’s a big part of.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And I think that’s reflective of employee having a lot of leverage over employers. And is there any adverse behavior as it relates to liquidity that we should be very careful and thoughtful about? How do you track performance?

Profit and Loss 119

Profit and Loss Foreign Exchange Valuation Investments 119

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? You can see it also in futures positioning.

Marketing 62

Marketing Leadership Finance Investments 62

Barry Ritholtz

JULY 15, 2024

They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. We tend to be concentrated in those. That was one aspect of it.

Investments 57

Investments Marketing Banking Benchmarking 57