Barry Ritholtz

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

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Math Investments Finance Numbers 75

Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” What makes this AI race particularly compelling is the stark contrast in how the two superpowers approach technological innovation.

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Economics Construction Leverage Technology 111

PYMNTS

JUNE 6, 2017

From some guy’s garage in San Francisco, a group of math nerds has grown into one of the world’s finest-tuned machine learning operations. SigOpt now helps optimize fraud detection and investments like beer brewing and even the manufacturing of synthetic rhino horns. PYMNTS: Can you explain the business?

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Barry Ritholtz

FEBRUARY 10, 2023

technology into its search engine. ( New York Times ) • We’ve always been distracted : Worried that technology is ‘breaking your brain’? trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. Rieder helps to manage $2.5

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PYMNTS

APRIL 13, 2017

According to the survey, three-quarters of procurement executives in the retail space say supply chain technology can offer a competitive edge to their business. It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS.

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The Charity CFO

FEBRUARY 9, 2022

But maybe you’re a bit wary of the technology. Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. Early crypto investors are already investing in innovative ways to change human behavior and society. Third-Party Processor.

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Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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PYMNTS

JULY 16, 2019

Built In , a platform connecting professionals with technology companies across the country, has announced it raised $22 million in Series C funding. The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds.

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Math Investments Technology Planning 40

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

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CFO News Room

NOVEMBER 29, 2022

The continuation of technological process continues to complicate the world. That as time has passed, the implications of technology get more and more complex and nuanced, and every leader has to deal with that right now. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools.

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PYMNTS

SEPTEMBER 8, 2020

Indian educational technology firm Byju's has gotten a leg up from a $500 million funding round led by private equity titan Silver Lake , Bloomberg reported. Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade.

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Education Math Valuation Investments 53

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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PYMNTS

DECEMBER 6, 2016

The automotive industry just had a head-on collision — with technology. Now, they are investing in algorithm companies, math scientists, analytics and things that we would typically only have associated with leading tech companies,” McCammon pointed out. The biggest shift to me is the internal focus at the automakers,” he added.

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PYMNTS

AUGUST 20, 2019

So it is investing in its own order and delivery technology, including GPS tracking technology that would be rolled out by the end of the year. The math just doesn’t work for restaurants. Many are realizing that now,” said Jimmy John Chief Marketing Officer John Shea.

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CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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PYMNTS

OCTOBER 28, 2016

The math comes out to one per week. Even after years of effort and hundreds of millions in VC capital invested, digital currency continues to have one major weakness: The world of bitcoin is desolate. The average rate of a new bitcoin ATM? The Seattle-based company said it aims to make bitcoin an accessible and useful payment method.

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CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. None of us are competing with a technology firm that has 200 engineers and $100 million of venture capital. If they were that good, were you paying them at that level?”

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Math Planning Benchmarking Technology 130

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Even technology firms have been hit — with firms out of business, or at least not in business the way they once were, firms aren’t spending money. Doing The Math.

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Construction Sales Math Manufacturing 92

PYMNTS

JANUARY 27, 2017

Jiobit, a technology startup based out of Chicago, makes something that seems like every parent, from those expecting to empty nesters, will want or wish they’d had. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

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Startups Math Transportation Leverage 40

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything.

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CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. The key job of a CFO like me right now is to ensure that we have the right resources to allocate to the right investments.

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CFO Math Economics Finance 52

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. And it was very formulaic.

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Investments Finance Education Marketing 59

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. Invest more in new technology? Models, Forecasts, Calculations, Oh My! how many of your patients are in-network. how much your rate should increase to profit more for your practice. Think about what your practice's goals are. Do you want to grow more?

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Math Forecasting Leverage Investments 52

PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. Business[es], particularly smaller ones when they are growing, need to invest in core innovation,” Johnson said. Developers And Decision-Makers.

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CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

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Planning Education Investments Benchmarking 130

PYMNTS

MAY 19, 2016

In a hush-hush manner similar to Apple’s, the online retail giant reportedly made the move the previous year, but it didn’t get confirmed (more or less) until April, when the artificial intelligence image recognition technology startup Orbeus all but said (without actually saying it) that it was super-psyched to have been acquired by Amazon.

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PYMNTS

FEBRUARY 2, 2017

All toys selected will in some way be related to science, technology, engineering and math. We feel strongly that with these qualities as a place to do business, our investments will support Amazon and customers well into the future.”. The company is pulling out all the stops to up the convenience factor.

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Math Transportation Retail Education 51

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

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Investments Marketing Profit and Loss Banking 119

PYMNTS

JULY 20, 2018

Capital One delivered another quarter of strong financial performance as we continued to invest to grow and drive our digital transformation,” Fairbank said in a statement. “We We saw credit improvement across our businesses, and growth math is now helping overall domestic credit card trends.”. The company reported earnings of $1.9

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Profit and Loss Math Banking eCommerce 40

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

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CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. It’s because those billionaires are invested in markets that their wealth is propelling up so much. That’s just the math.

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Banking Economics Leverage Marketing 100

Barry Ritholtz

NOVEMBER 14, 2023

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?

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Math Investments Leadership Entertainment 52

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. At a more intricate level, it meant using that mobile technology to give customers greater transparency into their financial lives. “We What Powers Petal. about their vision,” Gross noted.

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Math Education Compliance Forecasting 53

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

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CFO News Room

NOVEMBER 23, 2022

HBR editor in chief Adi Ignatius sat down with Roslansky in this episode of our video series “ The New World of Work ” to talk about: How women can survive and thrive in stereotypically “bro” industries like the technology sector. And so there’s some work that will be done there, but technology is only making this easier over time.

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CFO News Room

DECEMBER 6, 2022

So just most technology has been a little bit more either the pipes and infrastructure of how the financial system runs or something that lets people buy the products that they want to buy because they can just go online and buy it. But there’s this new emergence of advice- and advisor-oriented technology firms. Michael: Yeah.

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CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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