VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, total economic melt downs, (2000, 2008), terrorist attacks, pandemics (bird flu, swine flu, coronavirus), natural disasters (fires, earthquakes, hurricanes and floods), and geo-political tensions and disruptions. The Perils of Inflation.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

AUGUST 10, 2020

The second is the stock market – which, for retailers, has become completely untethered from reality. While the unemployment rate has settled around 10 percent and big retailers are declaring bankruptcy with disturbing frequency, the stock market is where most people would like to be right now: back on New Year’s Day, 2020.

Retail 59

Retail Benchmarking Valuation eCommerce 59

Creative CFP

AUGUST 11, 2020

The seven key indicators of financial risk There are seven key indicators of financial risk that provide insight into management’s ability to lead the business through economic, market, and competitive challenges. The analytical value derived from this driver includes a comparison to industry benchmarks.

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

PYMNTS

SEPTEMBER 15, 2016

percent as measured against July numbers, which represents the first actual decline in five months and comes after a revised 0.1 percent number just reported is worse than the 0.1 The headline number, adjusted to exclude a slide in auto sales, was also down by 0.1 As recorded by the Commerce Department, purchases were off by 0.3

Sales 46

Sales Retail Benchmarking Forecasting 46

PYMNTS

NOVEMBER 14, 2016

That’s the number they gravitate towards on their statement, according to a study by the National Bureau of Economic Research. credit card market, with analysis of payment activity through the five years ending in 2013. The reason?

Benchmarking 46

Benchmarking Economics Planning Numbers 46

Spreadym

AUGUST 23, 2023

This involves understanding the company's goals, growth projections, and market trends to anticipate how the workforce should be structured to support those objectives. Organizations can be better prepared to adapt to changes in technology, market conditions, and other factors that impact workforce requirements.

Planning 52

Planning Leadership Compliance Analyzing Data 52

PYMNTS

APRIL 3, 2018

And as that demand has grown, credit underwriting standards have loosened, bringing near-prime and sub-prime consumers back into the market in a big way. Finally, with the Fed keeping the benchmark interest rate at zero, the interest rate on auto loans dipped to all-time lows, particularly for prime customers. Beyond the Benchmark.

Benchmarking 40

Benchmarking Finance Sales Economics 40

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 57

Investments Valuation Concentration Marketing 57

PYMNTS

MARCH 11, 2016

Specialized lenders come together with specialized end markets, and in the last several months, the franchise industry has also seen the creation of its own marketplace lender, ApplePie Capital. One key lure of the franchise business model is replicable success and growth (the former, of course, tied to the benchmarks noted above).

Benchmarking 40

Benchmarking Finance Economics Marketing 40

PYMNTS

AUGUST 24, 2017

“Just the top five cryptocurrencies alone have a market cap of $115 billion,” said Horadan. While that number is tiny in world economic scale (U.S. Today, the approximate number of those with globally active cryptocurrency wallets is between 5.8 million to 11.5 million to 11.5

Currencies 46

Currencies Benchmarking Finance Retail 46

PYMNTS

APRIL 27, 2016

Cook explained that the dip had a lot to do with the overwhelming number of customers who upgraded to the iPhone 6/6s when those models first came out, so way more then means way fewer now. The downside of a massively successful quarter with record-breaking iPhone sales like 2015’s Q2 is that it creates a tough benchmark to follow.

Benchmarking 42

Benchmarking Sales CFO Numbers 42

PYMNTS

MARCH 14, 2016

We break down all the numbers below. Researchers pointed to the strength of FinTech investments despite a slump in Q4 of 2015, with investors growing concerned over market volatility at the time. Last August, the company added, it surpassed another benchmark of providing an average of $1 million a day for small businesses. $30

B2B 40

B2B Invoicing Benchmarking Finance 40

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. I don’t know if you’re in the market for a house currently, but let’s say your realtor goes and, and says, talks to you and you say, I love Cape Cods. New York is number one. 00:05:52 [Speaker Changed] Well, let me give you an example.

Investments 57

Investments Math Risk Management Benchmarking 57

CFO News Room

NOVEMBER 14, 2022

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. She currently sits on the Board of her alma mater, the Macaulay Honors College at CUNY.

Practice Management 130

Practice Management Planning Leadership Communication 130

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. So I leave the Bureau of Labor Statistics and I move into economic consulting. Learning investing through Morningstar’s length, you don’t necessarily need to take your signals from recent market performance. I was on the Producer Price Index.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

JANUARY 9, 2023

But since 2020, there have been some wild fluctuations in the rental market. The vacation-home market also boomed, pushing rents up in smaller resort communities, like Cape Cod, Massachusetts , and towns near ski resorts in Western states. Rents increased too much for low-wage workers and seasonal workers in those areas to afford.

Benchmarking 130

Benchmarking Marketing Budgeting Investments 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Investments Benchmarking 130

PYMNTS

JUNE 30, 2016

But what he’s found to be the most interesting in talking to who’s on the ground, is the differences in how people voted based on their age or economic status. market are still quite relevant for merchants in the U.K. With the U.K. in order to employ people from the E.U. The Index insights for the U.S. as well, Dangelmaier said.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.

Investments 83

Investments Currencies Treasury Hurdle Rate 83

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. So from a client strategy, marketing standpoint, and then overseeing the investment team.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MARCH 20, 2024

Jim O’Shaugnessy : Quantitative investing is using empirical evidence that you gather over looking at how various factors, like things like price to earnings ratio or earnings growth rate, and testing them over as many market cycles as you can. market volatility. What’s two plus two.

Investments 62

Investments Benchmarking Valuation Math 62

CFO News Room

FEBRUARY 2, 2022

I left HSBC Group at the end of 1999, and some friends of mine that I’d known a long time had came on — came out of the fixed income side at a number of investment banks, generally, top II-rated (ph) mortgage research and more — traders, fixed income salesman, and to raise third-party capital broker-dealers required. CONROD: Sure.

Investments 100

Investments Economics Numbers Marketing 100

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And whether it’s all numbers or even numbers.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. How do you crunch the numbers on that, and where do you come out on small cap and value?

Investments 67

Investments Marketing Economics Risk Management 67

Barry Ritholtz

OCTOBER 31, 2023

Michael Carmen is co-head of private Markets at Wellington Management. We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. The more private side of the street?

Investments 62

Investments Marketing Numbers Valuation 62

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.

Communication 130

Communication Investments Planning Marketing 130

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. the biggest risk in markets is ego.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. 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.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

AUGUST 20, 2024

Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years.

Concentration 67

Concentration Valuation Marketing Investments 67

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. But I find those to be some of the best conversations because there’s no pretense, there’s no marketing, it’s just people talking about things that genuinely interest them. RITHOLTZ: Interesting. But I — I got rejected.

Profit and Loss 67

Profit and Loss Marketing Investments Benchmarking 67

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. They have economics. They have a pathway to be APM.

Investments 109

Investments Concentration Profit and Loss Economics 109

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. We have distributed these reports weekly to the market and published infographics on our dedicated COVID-19 microsite to provide our owner credit unions with timely data to make strategic decisions.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103