CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

MARCH 20, 2017

PassivDom’s homes are entirely constructed by 3-D printing and enable people to not be reliant upon electricity or gas companies to help power and heat spaces. In the case of a future apocalypse, it may be worth investing in a home with autonomous capabilities.

Construction 40

Construction Manufacturing Concentration Transportation 40

Barry Ritholtz

DECEMBER 19, 2023

In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. 00:01:37 [Mike Rockefeller] Thanks for having me, Barry.

Healthcare 64

Healthcare Investments Construction Concentration 64

The Finance Weekly

AUGUST 5, 2023

The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

CFO Talks

NOVEMBER 29, 2024

While I do engage in formal mentorship, I find that offering direct, constructive feedback on work submitted to me is equally impactful. How do you balance your personal and professional life? I go beyond traditional mentorship by focusing on consistent, practical feedback and hands-on learning.

CFO 75

CFO Auditing Leadership Finance 75

The Finance Weekly

SEPTEMBER 10, 2023

The cash flow statement reveals how money moves in and out of the company through its operations, investments, and financing. This statement helps us see how well the company handles its cash, which can give us a better idea of its ability to pay bills and debts and invest in growth compared to the income statement or balance sheet.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 52

Auditing Education Construction Investments 52

Barry Ritholtz

AUGUST 20, 2024

Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? But the reality is, is that we’re all massively under-invested, right? You talk about passive investing, this and that. It’s, it’s double concentrated risk. That’s really bad.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 40

Auditing Education Construction Investments 40

PYMNTS

JANUARY 19, 2018

And in areas that once relied heavily on pen and paper management, such as government, education, healthcare, construction and property management, WePay and others who power integrated payments have been able to ride the coattails of a general migration toward software. Now, that capability is embedded in the micro-business software.

Invoicing 46

Invoicing Concentration eCommerce Startups 46

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. And so I had the — RITHOLTZ: Undecided (ph). VASSALOU: Yeah.

Investments 69

Investments Marketing Economics Risk Management 69

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. Or you have to create a real partnership or investment committee in order to have the decision making be more a result of everyone versus one person.

Investments 59

Investments Numbers Risk Management Concentration 59

Global Finance

JULY 9, 2024

Shortly before, GV Investments, Egypt’s sovereign investment fund, signed four agreements worth $40 billion with European developers to produce green ammonia, a renewable form of fertilizer that joins hydrogen extracted from water and nitrogen obtained from air. Can a new wave of FDI help Egypt to diversify and modernize its economy?

Economics 116

Economics Concentration Investments Construction 116

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. 00:05:32 [Speaker Changed] Another very substantial custodian. They have different emphasis.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Hurdle Rate 95

Hurdle Rate Concentration Investments Finance 95

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 59

Investments Marketing Concentration Economics 59

Musings on Markets

MARCH 28, 2022

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 114

Investments Economics Concentration Construction 114

CFO News Room

JANUARY 16, 2023

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 130

Investments Economics Concentration Construction 130

CFO News Room

MARCH 28, 2022

ESG funds/lenders lost substantial amounts in Russia : Investment funds and lenders who have long touted their ESG credentials do not seem to have been less exposed than non-ESG funds, early reports notwithstanding. billion invested in Russian equities on February 23, 2022 , almost all of which was wiped out during the next few weeks.

Investments 130

Investments Economics Concentration Construction 130

Corporate Finance Lab

MAY 12, 2022

To please their investors, executives cause corporations to return cash to investors through share buybacks, leaving insufficient funds for long-term investment. In addition, investments in R&D are increasing (and not decreasing) in the US economy. This harms the firm’s long-term wellbeing, as well as the broader US economy.

Marketing 78

Marketing Economics Investments Concentration 78

CFO News Room

NOVEMBER 27, 2022

The enhancement of our naval capabilities cannot wait, including the construction of new naval ships, bolstering our missile defense capacity and improvement of the work conditions and compensations for our personnel.”. and the limited investments made so far in diversifying the sources. “At

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

Investments 117

Investments Marketing Numbers Entertainment 117

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

Barry Ritholtz

NOVEMBER 4, 2024

Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. You do so many interesting things, but let’s start with Oak Investment Partners. So Oak Investment Partners, very sophisticated VC platform, going back to like the late seventies, I think is when they launched.

Healthcare 52

Healthcare Investments Numbers Marketing 52

Barry Ritholtz

NOVEMBER 12, 2024

And he said, he goes, wait, you, you’re buying this home as an investment property. And she’s like, I have six homes as an investment property. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. We do see a real construction boom.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104