Remove Education Remove Math Remove Risk Management
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. I know our education plan is on track for retirement.” We have the ACHs?

Planning 130
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Transcript: Matt Levine

Barry Ritholtz

You, you were valedictorian Harvard, you never mentioned your Ivy League education. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education. Why covered calls?

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. I pay for their continuing education. Mindy: Yeah.

Planning 130
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Transcript: Kristen Bitterly Michell

Barry Ritholtz

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. And so, it’s a little bit of an educational process, but …. I think there is a lot more education that has to happen within the space.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. But the business side is really intriguing. Hey, I want to do venture capital.