Bloomberg Opinion columnist Barry Ritholtz interviews Creative Planning president Peter Mallouk, who transformed what was essentially a $150 million firm into a powerhouse with more than $40 billion in assets under management.

Bloomberg Opinion columnist Barry Ritholtz interviews Creative Planning president Peter Mallouk, who transformed what was essentially a $150 million firm into a powerhouse with more than $40 billion in assets under management.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people 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

Peter Mallouk on Building a Powerhouse RIA

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ecf5379-c8f5-44d0-ae91-ae2b00255908/transcript

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in alternative energy, and running for NY Comptroller. They dive into his thoughts on New York Pensions funds and the changes he'd make if elected. 

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in alternative energy, and running for NY Comptroller. They dive into his thoughts on New York Pensions funds and the changes he'd make if elected.&nbsp;

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4e50764e-985e-4ea3-917f-b3ee0164f928/transcript

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and how non-traditional real estate is essential to his investment strategy. Barry and Bob also discuss how interest rates and the change in homeowner age impact commercial real estate.

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and how non-traditional real estate is essential to his investment strategy. Barry and Bob also discuss how interest rates and the change in homeowner age impact commercial real estate.

Unconventional Real Estate Investments: Masters in Business with Bob Moser

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d20d6397-bd74-493f-b985-b3e9010c0d4b/transcript

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid.
 
Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.
 
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.

Divorce is an expensive, confusing, and stressful experience. Dividing up family assets, including not just the family home, but portfolios, real estate, trusts, and other businesses. There are big mistakes to avoid. &nbsp; Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm. &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: The Finances of Divorce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/738dcf8f-ea96-46e0-92b6-b3e700ff8f0b/transcript

Peter Mallouk on Building a Powerhouse RIA

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