CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 20, 2024

On the flip side of that equation, in a normal what’s called a contango construction in the vix, if you are shorting six month volatility or two month volatility and buying it back as one month volatility, you’re typically selling it around 15 and buying it back around 12. It’s, it’s double concentrated risk.

Concentration 68

Concentration Valuation Marketing Investments 68

Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing.

Healthcare 63

Healthcare Investments Construction Concentration 63

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 52

Auditing Education Investments Construction 52

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 40

Auditing Education Investments Construction 40

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!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? So for someone like me, who started my career in academia and spent my research years thinking about portfolio construction, asset allocation, macro, asset pricing, and then I went into the hedge fund industry. So there’s a behavioral side.

Investments 68

Investments Marketing Economics Risk Management 68

CFO News Room

JANUARY 29, 2023

Increasing the number of filters, filter thickness, and fan airflow significantly enhanced the air change rate, which resulted in exposure reductions of up to 73%. This makes construction more difficult. over room ventilation, depending on filter thickness and fan airflow. The answer is to use PC fans[2], which are quieter.

Concentration 130

Concentration Economics Construction Invoicing 130

Barry Ritholtz

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Investments 58

Investments Numbers Risk Management Concentration 58

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

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 58

Investments Communication Benchmarking Technology 58

PYMNTS

APRIL 1, 2019

The money is being earmarked across a number of initiatives, designed to combat synthetic fraud. As Harris noted during the discussion, synthetic fraud essentially centers around creating a person (a fictitious one, in this case) — where bad actors can and do use fake names, Social Security numbers or birthdates, and build credit histories.

Construction 73

Construction Numbers Concentration Securities 73

Musings on Markets

JANUARY 28, 2024

Second, in our zeal to measure risk with numbers, we have lost sight of the reality that the effects of risk are as much on human psyche, as they are on economics. Using the construct from the last section, I will start by looking at price-based risk measures and then move on to intrinsic risk measures in the second section.

Hurdle Rate 95

Hurdle Rate Concentration Investments Finance 95

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. And so at times it’s effectively when the essential is at stake that people can react constructively.

Investments 58

Investments Banking Entertainment Valuation 58

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Construction Concentration 63

Barry Ritholtz

MARCH 26, 2024

There’s Saunders is not spelled with a z There’s no numbers added to it. 00:31:56 [Speaker Changed] Not only that, but again, the fact that breath under the surface was con improving was 00:32:00 [Speaker Changed] Constructive. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again.

Investments 58

Investments Marketing Concentration Economics 58

Barry Ritholtz

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.

Healthcare 52

Healthcare Investments Numbers Marketing 52

CFO News Room

JANUARY 16, 2023

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. And so that’s a really fertile, constructive environment for us to try and generate returns. TROPIN: Exactly.

Profit and Loss 121

Profit and Loss Foreign Exchange Valuation Investments 121

CFO News Room

MARCH 28, 2022

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

Musings on Markets

MARCH 28, 2022

The Expansionists As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks.

Investments 114

Investments Economics Concentration Construction 114

Corporate Finance Lab

MAY 12, 2022

In contrast to studies of the economy-wide effects, it is relatively easier (although still difficult) for firm-level studies to construct a counterfactual and compare firms subject to more short-termist pressures to firms subject to less or no short-termist pressures. The workshop is accredited by the OVB, IBJ and FSMA. AMINADAV and E.

Marketing 78

Marketing Economics Investments Concentration 78

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). in 2023 and the annual deductible will decline by $7 to $226.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. So we need 15, 20% cash flow type of type of numbers. We’re gonna have to get paid by the company.

Investments 116

Investments Marketing Numbers Entertainment 116

Barry Ritholtz

NOVEMBER 12, 2024

Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right? That seems like a giant number.

Manufacturing 98

Manufacturing Economics Numbers Entertainment 98

CFO News Room

DECEMBER 8, 2022

Today, Florida Senator Marco Rubio invokes Clay as a model for constructing a US industrial policy to counter the economic rise of China. In a prescient response, another representative challenged Fish by warning that a tariff hike could lead to economic turmoil, including triggering a harmful turn in already-uneasy unemployment numbers.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

DECEMBER 29, 2022

According to the National Conference of State Legislatures , “state control is more unified in either the blue or the red column than ever, and the number of divided state governments is lower than ever.” And they’re already tuned in to a cliché critical to commanding Congress: There’s power in numbers. .” • Seems a bit early.

Healthcare 130

Healthcare Economics Numbers Concentration 130