E78 Partners

SEPTEMBER 17, 2024

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

Healthcare 52

Healthcare Compliance Concentration Securities 52

PYMNTS

NOVEMBER 21, 2018

Analysts at Jefferies have also identified additional licenses for operations in Washington, New Mexico and Indiana, which could signal bigger plans for Amazon as well. According to reports, Amazon has hundreds of thousands of staff already employed, and its recent decision to add new headquarters in New York City and Washington, D.C.

Concentration 56

Concentration Healthcare eCommerce Startups 56

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. A study from the Cuna Mutual Group found that CU membership has increased 3.5 percent within the past year, total assets have risen 6.4

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

JUNE 23, 2020

According to an SEC filing, the plan is to offer 150 million shares at $20 per share. II, has said it will also apply for listing on the NYSE, and noted in a statement that “we believe particularly attractive opportunities exist in the diversified industrial, healthcare, technology, media and telecom, and alternative asset management sectors.”

Healthcare 52

Healthcare Concentration Investments Marketing 52

CFO News Room

NOVEMBER 22, 2022

CHRISTINE PORATH: Well, the stories were actually quite terrible, particularly in places like healthcare. I would have to say the extreme as far as at least intensity, and then how often people are witnessing it though, healthcare was a big one that popped. ALISON BEARD: And what are some of the stories that you heard from them?

Healthcare 100

Healthcare Education Concentration Planning 100

PYMNTS

OCTOBER 29, 2018

Subscription plans can be purchased as either a monthly or yearly plan. “An TAO, which stands for Therapy Assistance Online, offers subscribers access to screening services, video conferencing with mental health professionals, educational modules, gamified tools and other interactive resources that can be accessed via smartphone.

B2C 55

B2C Education Concentration B2B 55

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. It’s not secure.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? And big consumer and healthcare. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. It’s great to be here. Let, let, let’s start there. There’s no magic to that.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

FEBRUARY 6, 2022

And it says it has a plan to make that possible: deregulate the market to increase competition. At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? Why or why not?

Concentration 130

Concentration Profit and Loss Manufacturing Marketing 130

PYMNTS

DECEMBER 7, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation and potentially having negative impacts on the people and businesses that rely on them.”. Google Unveils Healthcare Interoperability Readiness Program.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. RITHOLTZ: Yes, I can imagine.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: I was independent. SEIDES: Oh no.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

DECEMBER 17, 2024

What were the career plans? Tony Kim : Career plans? And then the data, you’re feeding the data, and then you have all these data companies that have, let’s say, legal data, healthcare data, insurance, data. That that’s a fairly concentrated portfolio, isn’t it? I, I am no Master in business.

Technology 52

Technology Investments Numbers Concentration 52

Barry Ritholtz

DECEMBER 10, 2024

What was the career plan? He, was he talking about a plan or was he talking about David Roux : No, no, no. 00:16:27 [Speaker Changed] How much of what’s been going on in the 2020s has been a focus on that same top 10% of tech companies as being overly concentrated and wildly expensive. We’re just gonna stop.

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

APRIL 11, 2023

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. I create these concentric circles for people who have time and say, if you have this much time, try these extra things. DAMODARAN: You know, healthcare, they have little experiments that they’re running.

Valuation 119

Valuation Education Finance Numbers 119

Barry Ritholtz

NOVEMBER 4, 2024

I can’t list all her accolades because they’re just a hundred most influential people in healthcare. Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. And just as, as insightful as anyone in the world about those areas, especially healthcare.

Healthcare 52

Healthcare Investments Numbers Marketing 52

CFO News Room

DECEMBER 12, 2022

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare. I would bet that speckling of red in Utah is sky country. Stay safe when travelling. Current: 185.

Concentration 130

Concentration Accounting Numbers Healthcare 130

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. I mean, other countries, I mean, Canada is not, you know, seething with anti-trade sentiment to the extent that it is in the US because they have national healthcare there. We Right, we don’t have national healthcare.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104

CFO News Room

JANUARY 10, 2023

the department said that the new IDR plan would require borrowers to pay no more than 5% of their discretionary income monthly on their undergraduate student loans — down from the current 10%, and it would also prevent interest from adding onto a borrower’s principal balance. Wowsers. ” We don’t hear much from him.

Concentration 130

Concentration Education Healthcare Numbers 130

CFO News Room

DECEMBER 29, 2022

And the Democratic governor of California, Gavin Newsom , announced he would not run, regardless of President Joe Biden’s plans. How the Hill’s newest progressives plan to wield power” [ Politico ]. “An If you are planning to travel on New Year’s, do consider your plans carefully. * * *. Suck up, kick down. * * *.

Healthcare 130

Healthcare Economics Numbers Concentration 130