Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

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Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. So it generally is something that we plan as we see it coming and really try to collaborate with our clients so that we can appreciate where it may create a challenge for no reason. How far out do you plan it?

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. So you may see portfolios change as a result of, of benchmarking.

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Barry Ritholtz

NOVEMBER 14, 2023

So you are in their shorts with respect to their strategy, their product development, any lift outs they would do, making sure they had appropriate distribution resources and funding, made sure their succession plans were set and were executed seamlessly. Starting with, Hey, what kept you entertained during the lockdown? Entertaining.

Math 52

Math Investments Leadership Entertainment 52

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. What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California.

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Concentration Valuation Marketing Investments 69

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. What was investing always the career plan? So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds. What’s been been keeping you entertained? They were down 3.8%. You know, fixed income was 15%, equities was 20 something percent.

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Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You know, if you’re a CIO of a pension fund, you’re always thinking about your employees and your portfolio and the plan sponsors. What’s entertaining the family? Netflix was the best performing stock last decade.

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Marketing Construction Valuation Investments 52

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. What, what was the career plan? What’s been keeping you entertained either video or audio? 00:43:55 [Speaker Changed] I, I don’t, I don’t imagine that anyone’s gonna listen to a couple of dozen podcasts and suddenly begin to outperform the benchmark.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. Had they shared a little bit of it, they still would’ve made tons of money and they would’ve been able to bank goodwill, lower the fees, and increase their beat rates against the benchmark because their fees are now lower.

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. 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. RITHOLTZ: So let’s talk a little bit about BlackRock.

Mergers and Acquisitions (M&A) 59

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

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. And the division that I was in was below plan. So it leads to the question, what’s the secret to this longstanding outperformance against all benchmarks and, and all passive measures?

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Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

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Barry Ritholtz

MARCH 14, 2023

RITHOLTZ: So tell us a little bit about the suite of services RBA offers, how do you work with advisors who say, hey, you know, I have good financial planning with my clients, but I don’t want to run the portfolios. RITHOLTZ: — taken into as poorly as the benchmark. What can Rich Bernstein do for me? BERNSTEIN: Exactly.

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Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

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Musings on Markets

OCTOBER 28, 2024

That was the thought that came to mind, as I was writing about the US government's plans to break up big tech, and chronicling how much the big tech companies have struggled, trying to enter new businesses, notwithstanding the capital and brainpower that they have at their disposal.

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Investments Profit and Loss Benchmarking Accounting 68

Barry Ritholtz

OCTOBER 28, 2024

And when you’re doing it without it, without it, it the form it is quite a good benchmark. 00:21:25 [Speaker Changed] How, how do you plan for that? How do you plan for that? 00:25:24 [Speaker Changed] And I, there has to be some sort of farewell we’re planning for him at the end of the year.

Investments 59

Investments Profit and Loss Numbers Entertainment 59

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’s 00:52:47 [Speaker Changed] A tough benchmark to beat. What’s keeping you entertained these days? There are world class partners of ours in Silicon Valley. So terrific.

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Barry Ritholtz

NOVEMBER 15, 2022

And I literally just started putting adjectives and nouns on piece of paper, trying to figure out like how do I describe the work that I think I should be doing, and that hopefully, people find at least entertaining, if not valuable? It seems like an easy one, but there’s a lot of missed benchmarking that goes on.

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Barry Ritholtz

MAY 21, 2024

What was the career plan? Well, there was no career plan really. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. 00:52:13 [Speaker Changed] So, so they, the sell side indicator really worked exactly as planned. I loved White Lotus.

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Finance Marketing Numbers Investments 59

Barry Ritholtz

JANUARY 14, 2025

Was quantitative finance always the career plan? They can’t trade other asset classes, they can’t, you know, utilize any kind of sophisticated investment techniques to try to beat that benchmark portable alpha, get rid of all of those constraints. What’s keeping you entertained?

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? 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. Matt Eagan.

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Investments Marketing Banking Benchmarking 59

Barry Ritholtz

OCTOBER 17, 2023

In this reality, the primary task of these platforms is not about idealism or even entertainment — it is about extracting as much revenue as possible from human vanity, avarice, and narcissism. ( US government says its intelligence agencies have yet to find proof that Iran planned these attacks.

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