CFO Share

MARCH 16, 2021

Private equity groups use mezzanine debt financing with 18% interest rates to facilitate leveraged buyouts. . Here’s a common scenario: Joe owns a construction company. One week he’s short on payroll so he takes a short-term loan from a lender that specializes in construction lending. . Bad uses for business debt.

Restructuring 52

Restructuring Construction Profit and Loss CFO 52

CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Further, thoughtful portfolio construction (perhaps using tools like direct indexing ) can provide a client with a diversified portfolio that is less subject to market risk than a specific stock or industry.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 21, 2024

I had no money back in 87, but certainly, you know, some of the managing directors and other people that had some money, they, they made quite a, quite a bit of of profits on, on some of the left for dead Microsoft and others that were just, you know, sold to very low levels as 00:06:28 [Speaker Changed] Opposed.

Investments 58

Investments Numbers Marketing Leverage 58

Future CFO

JULY 13, 2020

“With the sales being affected with advertisers not placing the ads, we are mulling over scenarios where we adapt a revenue-share or profit-share basis to be able to fund new programmes. Because programming licenses are very high, and we may not meet some profitability scenarios that we have. Iskandar Sham. Reginald Asuncion.

Planning 52

Planning Finance Manufacturing Advertising 52

Global Finance

MAY 8, 2024

Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits. In Japan, profits at the country’s five most prominent banking groups leapt 56% to a record ¥2 trillion (about $12.6 billion after-tax profit versus $8.3 billion; a 2.3% billion in 2022.

Banking 52

Banking Profit and Loss Construction Retail 52

Barry Ritholtz

AUGUST 20, 2024

So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface. That’s amazing leverage. I don’t know what you’re allowed to talk about, but it’s safe to say this was a big eight or nine figure profit, right? It would go up, it should go up.

Concentration 68

Concentration Valuation Marketing Investments 68

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. I think it was a great training. I think we learned a lot.

Investments 58

Investments Banking Entertainment Valuation 58

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. They’ll construct the portfolio. So the harvest losses to offset future gains. So as we grow, become more efficient, we get scale, we sort of make a profit.

Investments 113

Investments Profit and Loss Education Advertising 113

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

Profit and Loss 121

Profit and Loss Foreign Exchange Valuation Investments 121

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. And it became the most profitable private equity investment ever made and — it is true. And Blackstone’s funds through that period, generated substantial profits because we had made those good choices, not just about the investments — RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Construction Concentration 63

Barry Ritholtz

OCTOBER 8, 2024

And by looking at that information and contrasting that with, you know, an independently formulated view that you may have, if there’s an opportunity that arises between the two to play some sort of kind of arbitrage and probabilities in your, in your portfolio construction, that’s the goal of the style of investing we do.

Healthcare 58

Healthcare Investments Pharmaceutical Profit and Loss 58

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. But 00:15:04 [Speaker Changed] It takes that long for the losses to get through to the securities.

Profit and Loss 58

Profit and Loss Investments Marketing Securities 58

CFO News Room

NOVEMBER 5, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130