CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO.

CFO 95

CFO Auditing Leadership Finance 95

Future CFO

JUNE 2, 2024

For example, with financial analyses and forecasts more easily performed with AI augmentation, the Chief Financial Officer (CFO)’s role may no longer be concentrated on financial numbers alone.

Finance 52

Finance Concentration CFO Auditing 52

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Younger HNWIs are also increasing their numbers in the Middle East.

Banking 52

Banking Concentration Investments Leadership 52

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. The second benefit is improved risk management.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

NOVEMBER 21, 2022

The purpose of a meeting season is not to maximize the number of client meetings in a short period of time; rather, it’s to allow an advisor to batch and organize their client service into themes throughout the year, maximizing efficiency and efficacy. software changes). When Clients Can’t Meet.

Planning 130

Planning Communication Concentration Tax Planning 130

PYMNTS

AUGUST 30, 2018

The bank has also trimmed staff numbers since Sewing took the position in April. It would be “too risky” to allow non-European banks to lead the way of financing and risk management in Europe, Sewing added. bond trading, as well as its operations serving hedge funds. “It especially needs strong banks.”

Banking 40

Banking Planning Leadership Concentration 40

The Finance Weekly

OCTOBER 13, 2021

Concentrate on particular areas of improvement. After you've documented and comprehended the extended financial closing process, you may concentrate on identifying the areas that require immediate attention. When it comes to something as vital as risk management, though, best practices must be followed: 1.

Mergers and Acquisitions (M&A) 52

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

CFO Simplified

SEPTEMBER 16, 2022

Today, we want to introduce one high-level principle that should be used within any business to manage, direct and control the outflow of cash: The “three-way match ” or “triple match.”. Internal Controls and Risk Management in a Business. One of the more challenging elements of running any business is risk management.

Accounts Payable 52

Accounts Payable Invoicing Risk Management Accounting 52

The Finance Weekly

APRIL 21, 2024

Communicate with clients, investors, senior management, and stakeholders. Facilitate risk management, audits, and research. They get that a robust internal network offers insights way beyond the numbers. Oversee cash flow and strategize for financial requirements. Spot investment and financial planning prospects.

CFO 52

CFO Auditing Budgeting Accounting Principles 52

Global Finance

OCTOBER 11, 2024

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. Through its prudent lending approach, robust risk management, and geographic diversification, the bank nearly doubled its deposits to 17.36

Banking 105

Banking Foreign Exchange Profit and Loss Finance 105

Future CFO

JANUARY 10, 2024

Globally, Allianz Trade is looking at an around 10% increase in 2024, which will be concentrated in the US and European markets, driven mainly by the global economy, what with the expected mild recession in Europe and the continuing Russia-Ukraine war, as well as the coming elections in the US.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? It was actually very interesting because when I looked at the small caps, actually, if you dissect the small caps, you see that the small-cap effect always exists in the smallest of the small caps, and it’s related to default risk.

Investments 69

Investments Marketing Risk Management Economics 69

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. ” Matthew: It’s very risk management based. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:22:29 [Speaker Changed] So less concentrated exposure. What do you do in terms of risk management?

Healthcare 64

Healthcare Investments Construction Concentration 64

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down.

Investments 119

Investments Marketing Profit and Loss Banking 119

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. Cean: We actually use J.P.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 64

Investments Marketing Numbers Risk Management 64

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. I’m just going to do a brief overview of Far haan’s CV. Farhaan: Sure.

Leadership 52

Leadership CFO Accounting Finance 52

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Investments 52

Investments Benchmarking Marketing Treasury 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. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Mergers and Acquisitions (M&A) 59

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

CFO Talks

NOVEMBER 1, 2024

The combination of my love for working with numbers and the career opportunities in the field naturally drew me towards pursuing it as a profession. Financial Expertise: Mastery of financial reporting, budgeting, forecasting, and analysis is essential.

Prioritization 98

Prioritization CFO Leadership Communication 98

Barry Ritholtz

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.

Healthcare 52

Healthcare Investments Numbers Marketing 52