The Finance Weekly

OCTOBER 13, 2021

Companies looking to advance in this new economic environment will continue to rely on the same four strategies that have proven successful over the past 16 months. Concentrate on particular areas of improvement. As much of the developed world reopens, many businesses are optimistic and looking to invest in a new era of growth.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO Leadership

AUGUST 12, 2021

This initiative brings together members from historically underrepresented groups to discuss issues that are important to them along with educational and networking opportunities. Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Future CFO

AUGUST 14, 2023

Third-party viability was the top fast-emerging risk that organisations are monitoring most closely in the 2Q23 survey, Gartner pointed out, adding that financial planning uncertainty was ranked the third among emerging risks for enterprises, followed by cloud concentration risk. Flawed financial planning assumptions.

Concentration 52

Concentration Benchmarking Auditing Economics 52

PYMNTS

FEBRUARY 4, 2020

Some companies are aiming to tackle this economic and environmental challenge with the help of mobile order-ahead innovation. The company sometimes offers some non-perishable food items, such as canned goods and boxes of cereal, but the idea is to concentrate on fresh food as much as possible, Founder and CEO Jonathan Defoy told PYMNTS.

Concentration 57

Concentration Retail Education Forecasting 57

Future CFO

AUGUST 3, 2023

billion) and India-based educational technology company Byju’s ($700 million). Ongoing geopolitical challenges, lack of confidence in exit opportunities, economic concerns and the continued potential for interest rate hikes will continue to impact deal volume despite ongoing record liquidity, the firm said. “We

Investments 52

Investments Concentration Startups Education 52

Musings on Markets

AUGUST 15, 2023

Not only was this an indication of how dollar-centric much of finance education used to be, but also of how much faith there was that the US treasury was default-free. The most obvious reason is economic, where a crisis and collapse in government revenues, from taxes and other sources, causes a government to be unable meet its obligations.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Future CFO

APRIL 15, 2020

It was greater in the case of younger, better-educated and more experienced CEOs, as well as for organisations with above-average power concentration at the top of the hierarchy, INSEAD said. While “Do CEOs matter?” has been a perennial question in management discourse, “the CEO effect” is difficult to isolate.

Profit and Loss 40

Profit and Loss Concentration Education Economics 40

PYMNTS

AUGUST 16, 2016

Euromonitor used the same optimism, comparing it to other BRICs and predicting it as the country likely to see the strongest economic growth. The company also offers mini educational webinars, which require only small amounts of data, on subjects such as how to dress for a job interview.

Concentration 40

Concentration Advertising Education Planning 40

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

JANUARY 13, 2017

According to the New Zealand Trade and Enterprise , Wellington maintains the highest concentration of web-based and digital technology firms in the country. Wellington’s unemployment rate of 5.7 percent is lower than other major New Zealand cities as well as the national average. Wellington, New Zealand is known for its 20 percent advantage.

Startups 47

Startups Concentration Education Numbers 47

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MAY 2, 2017

Department of Education [DoE]), 1.1 consumer debt, not including mortgages, now equals an unprecedented 20 percent of the nation’s annual economic output because of ballooning volumes of student and auto loans. Issues now are more or less concentrated in the subprime and near-prime lending categories.

Concentration 41

Concentration Education Forecasting Accounting 41

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 119

Investments Marketing Profit and Loss Banking 119

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab concentrates on several technological areas: AI, data science, immersive media, and the Internet of Things. Some fintech innovation labs work to improve economic and social conditions, and some go where no one has gone before.

Startups 52

Startups Banking Finance Technology 52

Barry Ritholtz

MARCH 4, 2025

And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. And so while I was, you know, good enough to be in a small company, I was not gonna be an A BT and I didn’t wanna totally give up my education. I didn’t really have a grand plan, but my policy degree was at University of Chicago.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: Sure, they’ve been around for a long time.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 3, 2022

17, US District Judge Mark Walker struck down Florida Governor Ron DeSantis’ signature Stop WOKE Act, which bars Florida’s higher education institutions from teaching critical race theory (CRT), and “prohibits school districts, colleges and universities from hiring woke CRT consultants.” Walker is not the first to take this position.

Education 130

Education Concentration Budgeting Securities 130

CFO News Room

DECEMBER 23, 2022

Although workers with only a high school degree or less education are the group most likely to be affected, 40.9% EPI has long documented the importance of the minimum wage and how it can reduce economic inequality. The most concentrated impacts are among Hispanic workers (21.8% In total, we estimate that more than 5.7

Economics 130

Economics Numbers Concentration Accounting 130

Barry Ritholtz

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. ” – More Sentiment Nonsense July 28, 2023 I always wonder if the American education system’s obsessive focus on testing is to blame for this… 2. 1987 Crash 3.

Concentration 140

Concentration Economics Investments Education 140

CFO Talks

SEPTEMBER 13, 2024

It’s clear that African CFOs are highly focused on education and development, perhaps because there’s so much investment and growth happening in Africa. In terms of my education, I hold a BCom in Accounting from the University of Eswatini and a postgraduate diploma from the University of South Africa (UNISA).

Finance 97

Finance Auditing CFO Leadership 97

Global Finance

JULY 31, 2024

trillion industry spread over more than 80 countries with the bulk of it concentrated in very few markets. trillion by 2026 although that depends on the economic well-being of these 10 markets. The third installment of a Global Finance FAQ web series on Islamic finance. Islamic finance is today a $3.9

Finance 98

Finance Banking Marketing Concentration 98

Barry Ritholtz

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 64

Valuation Investments Economics Marketing 64

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. If Mint was charging $200 per month per person, I’m pretty sure their economic model would have worked a lot better. Michael: Through your older sister’s college roommate. Natalie: Right.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. That’s very funny. NORTON: Right.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. And so, I started to see, you know, what he’s done with his law school education. You have a concentrated securities position, right? And so, I joined to get free boating education. What led to the interest in finance?

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

APRIL 4, 2023

KENCEL: — or somebody who’s a teacher, and so I’m passionate about education. So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. You raised another $11 billion in capital, despite the economic environment.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

JULY 11, 2023

India seems to be like a perennial next economic powerhouse after China and it just always seems to be not catching that next bid. It’s got a British legal system, a British education system, you know, while there’s 23 different languages that are spoken and more dialects… RITHOLTZ: Everybody speaks English.

Mergers and Acquisitions (M&A) 88

Mergers and Acquisitions (M&A) Investments Finance Technology 88

CFO News Room

JANUARY 14, 2023

Throughout John Marshall’s long tenure, the Court strongly upheld property and contract rights, greatly aiding the nation’s economic development. Board of Education , declaring “separate but equal” public schools unconstitutional. And it did not infringe on the rights of the people. In 1824, in Gibbons v. Bell in 1927.

Economics 130

Economics Education Concentration Sales 130

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. Which we are at Orion.

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. Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: — and end up in M&A on Wall Street.

Mergers and Acquisitions (M&A) 64

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

Barry Ritholtz

JUNE 13, 2023

During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. So I’m hopeful that with a bit of education, the science-based approach, people will realize that it shouldn’t be a political game.

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. I know you will also. RITHOLTZ: Right.

Valuation 119

Valuation Education Finance Numbers 119

CFO News Room

DECEMBER 6, 2022

Magness is Senior Research Faculty and Director of Research and Education at the American Institute for Economic Research. Prior to joining AIER, Dr. Magness spent over a decade teaching public policy, economics, and international trade at institutions including American University, George Mason University, and Berry College.

Economics 130

Economics Education Concentration Numbers 130

Musings on Markets

MARCH 15, 2025

That said, to value companies today, I have no choice but to bring in the economics and politics of the world that these companies inhabit. China : The biggest winner from globalization has been China, which has seen its economic and political power surge over the last four decades.

Investments 130

Investments Profit and Loss Valuation Economics 130

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. Investment research and education is another trending area for consumer-oriented innovation. Has China’s banking sector reached an innovation peak?

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. We tend to be concentrated in those. I started Northeastern as an electrical engineering. Interesting.

Investments 59

Investments Marketing Banking Benchmarking 59