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Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list. 

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers and the enterprises that serve them. She is also a member of Orion’s board of directors. She previously served as CEO of AssetMark; she also worked for First Eagle Investment Management, Pershing, Charles Schwab and American Express. This year, Barron’s named Wolfsen to its 100 Most Influential Women in U.S. Finance list.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg Radio host Barry Ritholtz speaks to the people and ideas that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Behavioral Finance and Leadership with Natalie Wolfsen from Orion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ce29a7c-d271-41cc-9e42-b1b80150b40e/transcript

There used to be a clear distinction between public and private companies. Firms would take years or even decades to grow, build their revenue and profits, and eventually tap the public markets to go national or even global. This is no longer how it works.

Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. Each week, “At the Money” discusses an important topic in money management.

From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

There used to be a clear distinction between public and private companies. Firms would take years or even decades to grow, build their revenue and profits, and eventually tap the public markets to go national or even global. This is no longer how it works.
Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management.
From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money: Blurring the Lines Between Public and Private Investments

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fa9971b2-3593-4ebb-ab9d-b452000c135f/transcript

Barry sits down with Former FDIC Chair Shelia Bair. They discuss the release of her latest book "How Not To Lose A Million Dollars" and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto and the rise of Buy Now, Pay Later.

Barry sits down with Former FDIC Chair Shelia Bair. They discuss the release of her latest book "How Not To Lose A Million Dollars" and the importance of financial literacy across age groups. Bair also discusses her concerns about crypto and the rise of Buy Now, Pay Later.

Stopping Poor Financial Decisions with Former FDIC Chair Sheila Bair

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ffc47373-5645-4345-ac1f-b44b013a90a9/transcript

Once upon a time, companies went public to raise money. Road shows, pitch decks, investor meetings -- and eventually, you’d float some stock and IPO. That’s not the case anymore. 

Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. 

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Once upon a time, companies went public to raise money. Road shows, pitch decks, investor meetings -- and eventually, you&rsquo;d float some stock and IPO. That&rsquo;s not the case anymore.&nbsp;
Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products.&nbsp;
Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money:  Is SpaceX IPO Breaking Capitalism?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/43f045ba-177b-4c09-8dc0-b4490158ed86/transcript

Behavioral Finance and Leadership with Natalie Wolfsen from Orion

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