Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Barry Ritholtz

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Investments 80

Investments Concentration Economics 80

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Nerd's Eye View

MARCH 18, 2025

So, whether you're interested in learning about attracting high-net-worth business-owner clients, how to handle the topic of concentration risk with entrepreneur clients, or strategies for receiving valuable and actionable client feedback, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ali Nasser.

Concentration 52

Concentration Planning Education Investments 52

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News Room

FEBRUARY 4, 2022

Some of those that held up best strayed from their traditional investing grounds, or concentrated on the shortest maturities. . Qualcomm posted strong quarterly earnings and gave an upbeat sales outlook, underscoring that demand for chips for everything from smartphones to cars remains elevated. Chart of the Day. Source link.

Profit and Loss 130

Profit and Loss Marketing Concentration Forecasting 130

Barry Ritholtz

AUGUST 17, 2022

Say what you will about the advantages of passive investing, but Eric argues that if a shop like Vanguard had introduced only low-cost active investing (and never focused on passive), it would have grown to become a trillion-dollar colossus regardless. Passive investing is: Marxist. Lobotomized investing. Reached a mania.

Concentration 133

Concentration Investments 133

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Thought Leader

JANUARY 6, 2025

In the three years since, Deputy has achieved a historic milestonereaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.

CFO 52

CFO Leadership Compliance Concentration 52

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investments 72

Investments Valuation Startups Concentration 72

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News Room

DECEMBER 16, 2021

The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. State continuing claims have risen in three of the past five weeks. Bob has a MA in economics from Fordham University and a BS in business from Lehigh University.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

FEBRUARY 2, 2022

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

Concentration 130

Concentration Investments Securities Currencies 130

CFO News Room

JANUARY 18, 2023

by making concentrated bets or through a more diversified approach). Ultimately, what’s most important is that clients have a solid understanding of the risks involved with investing in private debt versus remaining in the public markets.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

PYMNTS

SEPTEMBER 17, 2020

Mastercard said it will invest $500 million in Black communities across the U.S. The new initiative will include “concentrated investments that will focus on providing Black-owned businesses and Black people access to affordable financial tools and capital,” Mastercard said in a news release.

Concentration 113

Concentration Economics Financial Systems Investments 113

Barry Ritholtz

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Investments 59

Investments Concentration Marketing Leverage 59

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

CFO Plans

JANUARY 27, 2025

A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI. By focusing on targeted planning, businesses can make sure their investments drive sustainable growth and profitability.

Prioritization 52

Prioritization CFO Concentration Planning 52

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

E78 Partners

FEBRUARY 6, 2025

The alternative investment management business is highly competitive, as managers compete for institutional investors capital allocations. Managers not only compete on investment track records and strategies for driving alpha, they also compete on the strength and reliability of back- and middle-office operations.

Compliance 59

Compliance Concentration Investments CFO 59

CFO News Room

NOVEMBER 16, 2022

In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence. Develop better monitoring systems.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. Capitalism, however, also creates concentrations of economic power because of the ability of successful investors and entrepreneurs to gather large amounts of wealth.

Concentration 130

Concentration Economics Marketing Currencies 130

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

Barry Ritholtz

MARCH 9, 2024

In the wake of New York Community Bancorp’s selloff, Barron’s is examining banks with the highest concentration of commercial real estate loans. The firm focuses on mortgage and securitized products, as well as a real estate investment, management and operating platform. Here’s How They’re Holding Up. They manage $16.8

Concentration 122

Concentration Forecasting Banking Securities 122

Generation CFO

JANUARY 28, 2022

With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

PYMNTS

JULY 23, 2020

billion invested, which comes out to an 11.3 Inversely, Berkshire has been trimming off its investments in other banks, selling most of its stake in Goldman Sachs and some of its position in J.P. Berkshire purchased 34 million shares in BoA, which is a 4 percent increase of its holding in the company, FT reported. percent stake.

Banking 90

Banking Concentration Investments 90

Global Finance

SEPTEMBER 23, 2024

SPAC sponsors raise their own money on markets, promising to invest it in one or more targets within a fixed term. SPAC targets can float shares on their own schedule, not an investment bank’s. While SPACs are concentrated in North America, they have caught on in one emerging market: South Korea.

Valuation 104

Valuation Concentration Leverage Investments 104

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value.

CFO 52

CFO Investments Concentration Restructuring 52

Global Finance

JUNE 6, 2024

The headline announcements appeared to reflect a larger shift in how and where major corporations are investing in office space—and where they are not. Businesses occupying US office towers, as well, are heavily concentrated in technology, finance, business and professional services: the sectors that are most amenable to remote work.

Concentration 105

Concentration Manufacturing Economics Finance 105

CFO News Room

FEBRUARY 2, 2022

I recognize the absurdity of so much wealth being concentrated in the hands of one person, and I believe the only responsible thing to do with a fortune this size is give it away—as thoughtfully and impactfully as possible,” Ms. Bill Gates’s investment fund will pledge $1.5 French Gates wrote in her new letter. Melinda French Gates.

Prioritization 130

Prioritization Concentration Investments Technology 130

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

CFO Talks

NOVEMBER 29, 2024

How do you balance your personal and professional life? I also ensure I eat three balanced meals a day to keep my energy levels steady. When I need to work on a document that requires deep focus, I control the flow of traffic to my office, minimising interruptions to concentrate fully.

CFO 95

CFO Auditing Leadership Finance 95

Nerd's Eye View

JANUARY 18, 2023

by making concentrated bets or through a more diversified approach). Ultimately, what’s most important is that clients have a solid understanding of the risks involved with investing in private debt versus remaining in the public markets.

Concentration 98

Concentration Financial Analyst Investments Marketing 98

PYMNTS

JANUARY 22, 2021

Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions. For instance, both cash concentration and notional pooling can enable a treasurer to understand an end-of-day cash position.

Treasury 103

Treasury Concentration Currencies Banking 103

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As it turns out, it depends where you look.

Investments 52

Investments Valuation Startups Concentration 52