Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

PYMNTS

FEBRUARY 14, 2020

Venture capital funding rounds this week showed some concentration on the continent, with several announcements tied to Europe. CybelAngel , a risk management and cybersecurity startup based in France, raised the equivalent of $36 million in Series B funding. The funds will go toward product development and the firm’s expansion.

Banking 52

Banking Concentration Risk Management Investments 52

CFO News Room

NOVEMBER 21, 2022

Kyle Moore, CFP® is the founder of Quarry Hill Advisors, a fee-only financial planning and investment management firm that oversees $200M for over 160 households specializing in working with stock-compensated employees and retirees. Author: Kyle Moore. Guest Contributor. software changes).

Planning 130

Planning Communication Concentration Tax Planning 130

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. MMFs charge a standard investment management fee and deduct other expenses from the overall pool of assets.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Finance Weekly

JULY 7, 2022

At the same time that elements of risk are constantly there, investors are demanding more disclosures and a deeper analysis. The never ending game of juggling risk management and increased transparency, all while continuing to lead the finance team and conduct day to day activities, has made the job of a CFO more demanding and complex.

Risk Management 52

Risk Management CFO Concentration Securities 52

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

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

Future CFO

MARCH 23, 2023

Few Fitch-rated banks in APAC have the sort of depositor concentration profiles that left SVB particularly vulnerable to a run, the firm observed. “We We believe the risk of deposit volatility could be significant for digital banks in APAC,” Fitch said.

Banking 52

Banking Valuation Concentration Risk Management 52

CFO Talks

MARCH 20, 2024

It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. It’s about leading, not just managing. Strategic Financial and Risk Management: The CFO is the architect of the company’s financial strategy, including tax and risk management strategies.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: … risk management. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

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

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Communicate with clients, investors, senior management, and stakeholders. Facilitate risk management, audits, and research. Spot investment and financial planning prospects.

CFO 52

CFO Auditing Budgeting Accounting Principles 52

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. This driver involves investing in research and development, introducing new features or products, and adapting to market trends.

Planning 52

Planning Prioritization Concentration Compliance 52

Barry Ritholtz

MARCH 7, 2023

And so, a lot of my research was related to trying to uncover what were the underlying risk factors. And the place where I was looking for this risk factors was in the real economy. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: Yeah.

Investments 69

Investments Marketing Risk Management Economics 69

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. In Asia, we have seen a rise in demand for surety as a liquidity tool to replace bank guarantee and LC instruments.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. ” Matthew: It’s very risk management based. Not just, “Here’s an insurance and investment mix. Every single quarter we’ll send out our investment portfolio reports. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

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

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And really it was Tamarac.

Restructuring 130

Restructuring Planning Marketing Accounting 130

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

CFO Talks

FEBRUARY 20, 2024

An experienced CFO with a strong ack record in financial leadership and strategic planning, skilled in financial analysis, risk management, compliance , and financial reporting, a nd excels in team management and fostering a collaborative environment. You mentioned the two financial managers that you invest in.

Leadership 52

Leadership CFO Accounting Finance 52

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. I mean, it’s an age old thing in investing and trading.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

APRIL 4, 2023

With no further ado, my conversation with Ken Kencel of Churchill Asset Management. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. We love your investment strategy. It seems unusual.

Mergers and Acquisitions (M&A) 59

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

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) Risk Management Manufacturing Construction 52

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