Sat.Feb 01, 2025 - Fri.Feb 07, 2025

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At The Money: Are Hedge Fund Right For You?

Barry Ritholtz

At the Money: Are Hedge Fund Right For You? (February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Are all answered in our conversation.

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US manufacturing grows despite risk of tariff-triggered trade war

CFO Dive

Confidence among manufacturers last month rose to the highest level in nearly three years.

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Trending Sources

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The Art of Smart Acquisitions: Bill Korn on M&A Strategy

CFO Thought Leader

In the The Mentoring Round , Bill Korn, Strategic Board Advisor and CFO-Emeritus, shares his expertise on M&A strategy. With 24 acquisitions under his belt, Korn emphasizes that the key to long-term value isnt just executionits having the right strategic fit. He recounts bold moves, including acquiring companies larger than his own, and reveals how calculated risks, financial discipline, and vision can turn acquisitions into transformative growth opportunities. 1068: The CFO Advantage in the

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Revitalising the accountancy profession

Future CFO

The accountancy profession is at a pivotal crossroads as it grapples with significant challenges going forward, with technological advancements and shifting workforce dynamics in the driver's seat. As artificial intelligence (AI) increasingly permeates the financial landscape, job displacement concerns loom. Yet, rather than replacing accountants, AI redefines their roles, allowing them to focus on strategic decision-making and value creation.

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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.

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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses. However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.

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How CFO Services Can Help Manage Business Growth

Capital CFO LLC

As businesses scale, the complexity of financial management inevitably increases. Whether it’s expanding into new markets, launching new products, or simply managing a growing workforce, the financial challenges multiply. That’s where CFO (Chief Financial Officer) services come in. While many businesses, especially small to mid-sized companies, may not have the resources to hire a full-time […] The post How CFO Services Can Help Manage Business Growth appeared first on Capital

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The Strategic Lift-Out: An Eloquent Approach to Outsourcing and Scaling Fund Administration

E78 Partners

The alternative investment management business is highly competitive, as managers compete for institutional investors capital allocations. Managers not only compete on investment track records and strategies for driving alpha, they also compete on the strength and reliability of back- and middle-office operations. In fact, 48% of private fund CFOs have reported increased interest from LPs in their back-office operations over the past three years, with 13% noting this increase was significant ( P

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World’s Best Supply Chain Finance Providers 2025

Global Finance

Supply chain finance boosts resilience, liquidity, and ESG goals amid deglobalization and technological shifts. As the world edges toward an age of deglobalization, supply chain finance (SCF) is increasingly seen as a powerful tool for enhancing supply chains resilience and flexibility. The knock-on effects of supply chain uncertainties caused by geopolitical tensions and regional conflicts demand that businesses adopt flexible financing structures able to absorb shocks and mitigate risk.

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Preparing for Potential Federal Grant Freezes: A Guide for Nonprofit Organizations

CFO Selections

With the recent issuance of OMB (Office of Management and Budget) Memorandum M-25-13 calling for the pausing of financial assistance for programs and activities implicated by the Presidents DEI-focused Executive Order ( E.O. 14151 ), many nonprofits are trying to evaluate the financial impact that may result. While all of this may end up in court, or require additional legislative action, nonprofit organizations that rely on federal funding would be wise to take proactive steps now to assess and

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The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

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An End-to-End Backend Solution for Growth-Focused Consumer Products Companies

Navigator SAP

Growing consumer products companies need a backend system that will grow with them. Whether a manufacturer, a distributor, or a seller of consumer products, continued growth requires workflows and backend infrastructure that can scale and meet the needs of the business both today and tomorrow. If a consumer products business is struggling with complexity, data silos, or IT systems limitations, it is time to consider an ERP solution such as SAP S/4HANA Cloud Public Edition.

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Tesla CFO, board members offload millions in stock

CFO Dive

The sales occurred after board members, including Kimbal Musk, agreed to pay a collective $919 million back to the EV maker to settle claims of excessive compensation last month.

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1069: Driving Value Through Agile Finance Leadership | Lior Maza, CFO, Priority Software

CFO Thought Leader

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. When youre in a small team, Maza tells us, you end up doing everything, and thats where the agility mindset really takes root.

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Weekend Reading For Financial Planners (February 8–9)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling of the number of CFP professionals, the establishment of a new 501(c)(6) professional organization to promote the benefits of financial advice and planning careers, and up

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The 2025 Annual ProcureCon CPO Report

Procurement leaders are at a pivotal moment. With CPOs playing an increasingly strategic role, it’s time to leverage innovation and technology to drive resilience and efficiency. Download The 2025 Annual ProcureCon CPO Report to uncover key insights to thrive in a dynamic procurement landscape. What’s Inside: How CPOs are driving strategic decision-making and technology adoption The top priorities and challenges for procurement in 2025 Why AI, sustainability, and data analytics are essential for

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Webinar: Learn All About the Extensibility Options Built into SAP Cloud ERP

Bramasol

Among the many advantages of moving to SAP Cloud Public or Private Edition is greater ability to leverage a fit-to-standard approach that optimizes performance, maintainability, and scalability, while reducing cost and complexity. This is supported by the Clean Core concept that establishes a standardized software environment and minimizes customization.

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Costco’s ‘voice’: The long goodbye

CFO Dive

Richard Galanti retired from the warehouse club on Jan. 30, after pivoting to an advisory role following his departure from the CFO seat he held for roughly four decades.

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Union budget 25-26: Very good, good, and not so good: for business and finance

CFO News

In a detailed analysis, Robin Banerjee, a seasoned finance expert evaluates India's recent Union Budget 25-26, identifying critical steps to tackle slowing GDP growth, inflation, and employment challenges. While some initiatives show promise, can India truly accelerate its economic growth and transform its fiscal landscape in the coming years? Dive into Banerjee's insightful review to explore the budget's potential and limitations.

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#FASuccess Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary

Nerd's Eye View

Welcome everyone! Welcome to the 423rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cristina Livadary. Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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CFO Corner: Boudewijn Van Schaïk Of Avantium

Global Finance

Since January 2023, Boudewijn van Schak has been CFO of Amsterdam-based Avantium. Listed on Euronext, the chemicals company develops and commercializes technologies that produce materials from sustainable carbon feedstocks. Among its innovations: a process for converting plant-based sugars into furandicarboxylic acid (FDCA), a key building block of sustainable plastic.

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CFOs prep for tax policy impacts: Grant Thornton

CFO Dive

CFOs are feeling more upbeat about economic prospects following the U.S. election, but still face uncertainty when it comes to tax or regulatory policy shifts.

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MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’ 

Barry Ritholtz

This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. Sahil spent seven years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division 1 baseball.

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Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting

Nerd's Eye View

The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervous with their own set of concerns – how to present themselves to the advisor, what questions to ask, and how to explain their issu

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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Key Considerations for Private Equity Due Diligence

E78 Partners

Private equity investments come with great potential but also inherent risks. A robust due diligence process is essential to make informed decisions and optimize value. For private equity firms, understanding the ins and outs of due diligence can be the key to a successful transaction. In this blog, E78 explores the key considerations for due diligence in private equity, breaks down the four Ps of due diligence, and provides a private equity due diligence guide.

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With AI, CFOs must balance cost, value: Genpact

CFO Dive

CFOs need to play a familiar risk versus rewards game to meet the AI deployment mandate being asked of many of them, Genpact’s Vivek Saxena said.

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Thinking Outside the Box: Creative Solutions in Financial Strategy

CFO Talks

Thinking Outside the Box: Creative Solutions in Financial Strategy Money is the backbone of every business, but managing it wisely requires more than just following the usual playbook. Companies that stick to the same old strategies, cutting costs, raising prices, or securing loans, often find themselves stuck in a cycle of short-term fixes. The real game-changers are those that approach finance with fresh ideas, exploring unconventional ways to improve cash flow, boost revenue, and stay compet

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Credit By Another Name

Global Finance

Buy-now-pay-later offers SMEs an alternate credit source. Although generally available in the consumer market for about a decade, the electronic payment model of buy-now-pay-later (BNPL) is finally bearing fruit for micro, small and midsize enterprises (MSMEs) by avoiding interest payments on corporate credit cards, reducing paperwork, facilitating quicker transactions, and improving liquidity management.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.