CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Communication Education 130

PYMNTS

MARCH 17, 2018

That’s because people drink fancier things on those holidays — and usually in concentrated windows of time. Yup, you read that list right — apparently, some of these people made some connections at the bar and are planning a pretty exciting first date. That $233 million expenditure is just the icing on the cake of a spending onslaught.

Math 40

Math Concentration Accounting Planning 40

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. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. How far out do you plan it? It’s about 80%.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

Investments 119

Investments Marketing Profit and Loss Banking 119

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. The other reality check here is that prepaid issuers operate businesses, and businesses need to plan.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: I was independent.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 20, 2024

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. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? 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.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. Low price stock has historically had some very large concentrated positions. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. They announced a $640 million loss and ouch.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

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?

Investments 59

Investments Communication Benchmarking Technology 59

PYMNTS

OCTOBER 16, 2017

A launch date was planned. 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. Crowds had assembled for the launch. In concept.

Currencies 71

Currencies Financial Systems Concentration Investments 71

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? I started out math and, and physics, and in high school I was a rock star in math and physics. We tend to be concentrated in those. It adds uncertainty to planning for businesses. He went through the math and I’m like, wow, that’s a great return. Matt Eagan.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. But It Is Fighting Back. As revolutionary new weight-loss drugs turn consumers off ultraprocessed foods, the industry is on the hunt for new products. (

Concentration 64

Concentration Math Investments Economics 64

Barry Ritholtz

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. Wasn’t the Excel spreadsheet error, which changed their math. And your plan is to completely offset that spending with new revenue. That sounds like you were teeing up for a career in academia. Barry Ritholtz :Why a dentist? Trillions of dollars.

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? 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. RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. I do the math. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. They want to hear, well, what’s your backup plan? I mean, oh, what, what a coincidence.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104