Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 98

Concentration Investments Accounting Marketing 98

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. Digital Risks targets small businesses, startups and freelancers with subscription-based insurance products.

B2B 70

B2B B2C Concentration Startups 70

The Finance Weekly

FEBRUARY 22, 2023

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas.

Finance 57

Finance Concentration Startups Investments 57

Barry Ritholtz

DECEMBER 4, 2024

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

Concentration 52

Concentration Math Accounting Investments 52

PYMNTS

JANUARY 18, 2017

On-demand job market startup Shiftgig knows this and works to facilitate the growing gig space by connecting hourly workers with local businesses. states, a majority of its participant businesses and workers are concentrated within 12 major U.S. As the gig economy continues to grow, more and more workers in the U.S.

Startups 40

Startups Concentration Retail Planning 40

PYMNTS

JANUARY 28, 2019

PwC has estimated that the foreign investment restrictions could shave off $46 billion in commerce done digitally, if bigger eCommerce firms have to retool the way they do business. It is the smaller businesses that have held the ear of Modi’s government, which of course has had the Startup India program in place for three years.

eCommerce 75

eCommerce Concentration Economics Startups 75

PYMNTS

SEPTEMBER 5, 2019

Over the next year, the Southeast Asian ride-hailing startup will advance its developing business, which now offers food delivery, digital payments and digital content. This new infusion of cash is on top of an earlier $100 million technology investment, Grab co-founder Tan Hooi Ling told Bloomberg. The startup is planning to raise $6.5

Concentration 54

Concentration Transportation Startups Investments 54

CFO News Room

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Compliance 130

Compliance Communication Planning Concentration 130

PYMNTS

OCTOBER 17, 2017

already possesses expertise in successful FinTech ventures and the capability to continue this trend, demonstrated by the $564 million invested in FinTech startups this year alone.”. FinTech startups in the first half of 2017 alone. s loss of passporting rights, are key concerns for investors and startups, researchers said.

Startups 63

Startups Concentration Marketing Finance 63

PYMNTS

MAY 14, 2018

Taking a page from Goldman Sachs’ book, Morgan Stanley is beginning to lend to FinTech startups in Brazil as it seeks more of a return on its investments. According to a Goldman Sachs report from May of 2017, there are 210 FinTechs operating in Brazil, representing the largest concentration in Latin America.

Marketing 46

Marketing Concentration Startups Investments 46

PYMNTS

SEPTEMBER 14, 2016

Investments for 9-5-2016. In investing, whether across equities, private placements or venture capital activity, no one likes the term “anemic.”. But that may be the appropriate term — at least, in describing the latest documentation of fund flows through our Investment Tracker. A large manufacturer in the U.S.

Investments 74

Investments Concentration Valuation Technology 74

PYMNTS

APRIL 21, 2020

As more tech-savvy startups and challenger banks, like Monzo, and juggernauts, such as Google, seek to broaden their offerings with digital checking and other “banking-as-a-service” options, the limitations of the traditional FIs stand out in stark relief. in sight, too. “We’re

Banking 92

Banking Accounting Concentration Leverage 92

PYMNTS

JANUARY 12, 2020

Sujith Narayanan and Sumit Gwalani, both co-founders of Google Pay India — formerly called Google Tez — said the seed funding brings the neo-bank startup epiFi to a valuation of roughly $50 million. They want insurance, lending, investment opportunities and multiple products,” said Narayanan, epiFi CEO. billion into startup lenders.

Concentration 40

Concentration Startups Valuation Financial Systems 40

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. This time, the failures disproportionally affected the venture capital-backed tech startup sector that these banks catered to. All are being announced here for the first time.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

PYMNTS

OCTOBER 12, 2016

Or perhaps blame sleepy investment activity for the period that ended Oct. As of late it has been the FinTech sector dominating investments, so this time around, we can see that payments firms in the B2B arena grabbed the spotlight. Investments For First Week, October 2016. Blame it on the election. 7 on the hurricaine?

B2B 69

B2B Concentration Investments Technology 69

Future CFO

NOVEMBER 28, 2019

Investing for scale, preventing scope creep from destroying margins, and customer centricity are CFO qualities that are significantly related to the best performing organisations,” said Jason Boldt, research director in the Finance practice at Gartner. Market competition. Employee power in labor market. Capital inefficiency.

CFO 52

CFO Concentration Economics Investments 52

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

PYMNTS

JUNE 3, 2019

Despite big investments by major chains, independent businesses have also been testing mobile order-ahead services. Seattle-based startup Joe Coffee built a platform to enable customers of local coffee shops to pre-order and pay for their drinks on mobile devices. Washington, D.C.-based

Concentration 65

Concentration Restructuring Startups Sales 65

PYMNTS

JANUARY 13, 2017

Though small in size, Wellington, New Zealand has grown into quite a hub for successful tech-based startups and social enterprises. In this week’s Hacker Tracker, we travel to what may just be the most southerly startup hub to see how the small city packs a big 20 percent advantage over other tech centers.

Startups 47

Startups Concentration Education Numbers 47

Global Finance

SEPTEMBER 5, 2024

This acceleration-and-investment program is part of the bank’s early-stage venture capital (VC) strategy. In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. Founded in 2016, Turkey’s Akbank LAB wants to be the technology partner of choice for innovative tech startups worldwide.

Startups 52

Startups Banking Finance Technology 52

Future CFO

AUGUST 7, 2023

Gartner predicts the concentration of pretrained AI models among 1% of AI vendors by 2025 will make responsible AI a societal concern. Accelerated AI investment Investment in AI will continue to accelerate by organisations implementing solutions, as well as by industries looking to grow through AI technologies and AI-based businesses.

Concentration 52

Concentration Data Analysis Compliance Investments 52

PYMNTS

MARCH 20, 2020

Collaborative Efforts to Help Main Street: Startup Lunchbox and activist investors Eniac Ventures are combining efforts to help small businesses during the coronavirus pandemic. Amazon Effect Cooled (Somewhat): Amazon is concentrating on selling and shipping coronavirus-related products like household staples and medical supplies.

Concentration 52

Concentration Prioritization Economics Startups 52

PYMNTS

FEBRUARY 20, 2020

The influx of funding has given SentinelOne the ability to remain in startup mode, privately funded, for some time to come, though company officials admit that it’s time for it to go public. SentinelOne is concentrating its efforts on endpoint security, an area valued around $8 billion, according to analysts. billion.

Concentration 52

Concentration Securities Startups Marketing 52

Global Finance

OCTOBER 14, 2024

Latin America has established itself as a magnet for fintech investment. billion in investments for financial technology providers over the past 10 years, with Brazilian companies making up 66.7% But this year alone, through June 30, has seen 83 deals worth $800 million, equal to 80% of all investments in fintechs in 2023.

Investments 52

Investments Concentration Banking Technology 52

CFO Share

OCTOBER 3, 2024

Best For Foreign subsidiary incorporation is best for businesses seeking a sizable long-term presence in a specific country and willing to invest in building a local operation. Using the agency’s established entity, you also avoid the lengthy and expensive startup expenses.

Cost Management 52

Cost Management Compliance Startups Budgeting 52

PYMNTS

MARCH 5, 2019

When food delivery startup Munchery closed its doors in January, it literally left dozens of small businesses holding the bag. The risk can be devastating, especially if you have a lot of concentration” in one area, he said, riffing off the Munchery example. Just take the recent story of Three Babes Bakeshop in San Francisco.

B2C 63

B2C B2B Concentration Credit Risk 63

Future CFO

OCTOBER 27, 2021

The inaugural CFO Insights Survey 2021 sampled a cross-section of CFOs from startups, SMEs, MNCs and listed companies in the private sector globally with a concentration on the key Asia Pacific economies of China, Hong Kong, Malaysia and Singapore, the two organisations noted.

CFO 52

CFO Compliance Concentration Auditing 52

PYMNTS

AUGUST 7, 2019

We have always emphasized that startups must concentrate not only on business development but to invest in risk control measures, while taking into account the volume and complexity of their activities, as well as to ensure proper compliance with legal requirements,” he added.

Concentration 40

Concentration Auditing Compliance Startups 40

PYMNTS

APRIL 30, 2018

According to a Crunchbase article published in February of 2018, investments in blockchain and blockchain-related startups (excluding initial coin offerings, or ICOs) were already 40 percent of what they were in 2017. And in 2017, those investments were off-the-charts nuts. Most of that spend will be concentrated in the U.S.,

Banking 73

Banking Investments Accounting Concentration 73

PYMNTS

JULY 4, 2016

We began the Weekly Tech Center Roundup journey in London – Europe’s self-proclaimed startup capital. In 2014 alone, British technology companies received over $795 million in investments from U.S. tech investment reached a total of $3.6 Tel Aviv Fuels Israel’s ‘Startup Nation’ Reputation. In 2015, U.K.

Startups 41

Startups Concentration Technology Investments 41

PYMNTS

SEPTEMBER 25, 2017

The new version of the App Store was crafted to drive more app discovery and downloads through the separation of apps and games, increased investment in editorial content and features like “App of the Day,” which gives exposure to different developers daily. More than half of U.S. What about all that malicious software?

Concentration 67

Concentration Benchmarking Securities Currencies 67

PYMNTS

APRIL 24, 2017

Currencycloud founder Nigel Verdon is reportedly leaving the company to focus on a new FinTech startup, RailsBank. According to a report in Business Insider , Verdon said he was leaving Currencycloud because the business is going well and shareholders of RailsBank want him to concentrate on that FinTech more fully.

Concentration 40

Concentration Startups Banking eCommerce 40

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. In Singapore, Aspire , a startup geared toward helping smaller firms access working capital, raised $32.5 FinTech startup ePayRails said it has garnered $2.5

B2B 46

B2B Accounts Payable Concentration Leverage 46

PYMNTS

MARCH 1, 2017

A bit more than $783 million in investment activity marked last week’s fund flow. The biggest transaction in that space, and, indeed, across all investment activity, came from Ant Financial’s $200 million investment in Kakao Pay was the largest deal. The majority, at 72 percent, came from FinTech.

B2C 49

B2C Concentration Retail Leverage 49

PYMNTS

MARCH 31, 2016

The fact remains that venture capital firms are in the midst of raising money at a level not seen in a decade and a half, and yet, as The Wall Street Journal noted this week, the valuations of some of the highest fliers in the land of startups have started to move back toward earth, which brings to mind Icarus and the sun. Should the U.S.

Valuation 40

Valuation Concentration Startups eCommerce 40

PYMNTS

JULY 29, 2016

As established tech giants continue to set up shop in the city and homegrown startups flourish, it’s no wonder Dublin has been named a contender in the race to be Europe’s post-Brexit tech hub. Dublin’s startup ecosystem is estimated to be valued at $2.8 Ireland’s tech community is on the rise, with Dublin standing at the epicenter.

Startups 42

Startups Concentration eCommerce Economics 42