Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” Despite this, China continues to invest heavily in government-funded research and development (R&D).

Economics 111

Economics Construction Leverage Technology 111

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investments 64

Investments Benchmarking Valuation Math 64

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 109

Math Investments Finance Marketing 109

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. Breaking down the Math. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1%

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

PYMNTS

SEPTEMBER 4, 2020

We will continue to invest in upgrading our e-commerce capabilities to support both our retail partners and [our] own platform and continue to invest in creating fantastic physical brand experiences for shoppers and fans.”. Besides its consumer success, Lego has also been a leader in the education space.

Math 64

Math Education Retail eCommerce 64

The Charity CFO

FEBRUARY 17, 2022

But if you have too much, they may think you’re not investing enough into your programs…. Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. What’s the economic health of your community? .

Nonprofit 98

Nonprofit Budgeting CFO Math 98

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. economy and Wall Street.

Banking 100

Banking Economics Leverage Marketing 100

CFO Thought Leader

SEPTEMBER 29, 2024

In the mid-2000s, the world’s attention increasingly began to focus on Asia, attracted not just by the region’s rapid economic growth but also by the 2008 Beijing Olympics. The key job of a CFO like me right now is to ensure that we have the right resources to allocate to the right investments.

CFO 52

CFO Math Economics Finance 52

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. The approach that works the best is also the one most people ignore.

Treasury 52

Treasury Math Economics Sales 52

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Donations of goods (food, clothing, supplies). Other Taxes.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

JUNE 15, 2017

There’s another rate hike in the offing this year, said Fed watchers (and the Fed itself), with the caveat, as always, of economic growth. additional annual charge on every $1,000 in borrowings, if you follow the simple math. It is showing resilience.”. Credit card debt becomes more expensive, with a $2.50

Math 51

Math Economics Banking Investments 51

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. For many, the sources of that cash lie largely in their personal assets — personal investments (47.5 Doing The Math. Most of the SMBs we asked aren’t new to the world.

Construction 92

Construction Sales Math Manufacturing 92

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape. Managing a team across half of the globe is a multifaceted challenge.

Finance 52

Finance Leadership Auditing Math 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. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

PYMNTS

MARCH 17, 2017

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math 41

Math Securities Auditing Communication 41

PYMNTS

OCTOBER 26, 2019

When it comes to objects from mythology – well, you can certainly do the math on that one. That’s a lot to invest in a single object, given that the one true king is free to set up the one true government and require everyone else to obey. There is nothing about social organization that requires this to be true,” that analysis said.

Math 40

Math Education Economics Sales 40

Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Kind of unique. I have a CFA.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a lot of times, that just generates more business too.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce 40

eCommerce Retail Leverage Marketing 40

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

PYMNTS

MARCH 14, 2016

Well, it is “an innovative new payment platform created to transform the payments industry by drastically altering the economics through Internet-based technology, generating significant consumer benefits.” Some do — and below we talk about how to increase the odds that you, or the company you are investing in, are one of them.).

Startups 43

Startups Economics Math Securities 43

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. Michael: So where do you think about setting that threshold just relative to your business and economics? ” But I know just the math of that is hard. John: That’s right.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. In Q1 of 2016 , total investments in bitcoin and blockchain ventures was $160.7 Only 16 percent went into bitcoin investments.

Currencies 41

Currencies Banking Accounting Budgeting 41

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. But, don’t you worry, it’s all math-based so nothing can go wrong, so keep clinging to that. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

Barry Ritholtz

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. Have I managed my asset allocation and my investment fees? It’s much deeper than math. SETHI: Yes. I go, what?

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

SEPTEMBER 10, 2022

That it was essential to success, not just in the arts, but science, business strategy and investing. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. (

Math 124

Math Finance Economics Investments 124

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 122

Valuation Investments Marketing Technology 122

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 114

Investments Restructuring Profit and Loss Finance 114

CFO News Room

NOVEMBER 29, 2022

And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. JACOB HAROLD: Well, the nine tools are storytelling, community organizing, institutions, behavioral economics, mathematical modeling, markets, design thinking, game theory, and complex system science.

Nonprofit 130

Nonprofit Math Economics Valuation 130

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And then in July 1 of this year, we launched our own registered investment advisor. Michael: So, did that have, I guess, just revenue complications for you?

Planning 130

Planning Accounting Compliance Math 130