The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. For instance, a healthcare solutions company might have a long-term strategy to introduce a new telemedicine platform.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Barry Ritholtz

DECEMBER 19, 2023

00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. And fortunately at the end of the year, a couple spots opened up, one in the healthcare division of the investment bank, and they invited me in I interview, and I, I, I got the job.

Healthcare 64

Healthcare Investments Construction Concentration 64

CFO News Room

DECEMBER 26, 2022

Notably, the account owner does not have to be covered under their own healthcare plan, though, so a young adult (under age 26) who is covered under their parents’ HDHP plan (and who would not qualify as a dependent on their parents’ tax return) would potentially be eligible to contribute to their own HSA. lawyers and accountants).

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MARCH 4, 2025

And I also wanted to make sure that I was going somewhere that would really leverage the quantitative skills that I was acquiring at Chicago. I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. Barry Ritholtz : So that makes a lot of sense.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

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 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. There are some other things going on around the world.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

DECEMBER 6, 2022

So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. I mean, I do think there is a market for leverage and inverse ETFs out there. Tell us a little bit about what that process is like. RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. I think it was a great training. I think we learned a lot.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

DECEMBER 10, 2024

One, two, there was a theory that these businesses had volatile cash flows and therefore couldn’t be leveraged, which was the, you know, the whole point of leveraged buyouts. The parallels are that there is a concentration of interest. And finally that they were companies run by children, young, young, young folks.

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. Okay, how do I express it? RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

NOVEMBER 4, 2024

I can’t list all her accolades because they’re just a hundred most influential people in healthcare. Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. And just as, as insightful as anyone in the world about those areas, especially healthcare.

Healthcare 52

Healthcare Investments Numbers Marketing 52