CFO Talks

NOVEMBER 29, 2024

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. While I do engage in formal mentorship, I find that offering direct, constructive feedback on work submitted to me is equally impactful. My interest in finance began unexpectedly in high school.

CFO 95

CFO Auditing Leadership Finance 95

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. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

FEBRUARY 13, 2023

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. We wanna be sure that our communications tools leverage large language models so they can be highly personalized.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. You still had 2012 to 2017 to finish the bet.

Investments 52

Investments Benchmarking Marketing Treasury 52