CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

Centage

NOVEMBER 16, 2022

As a result, owners can see what the company owes and owns in assets and investments at a given point in time. This report should provide information on operations and investments that rely on cash. The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Leverage Forecasting 98

Barry Ritholtz

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

Investments 59

Investments Performance Measuring Leverage Securities 59

Future CFO

SEPTEMBER 3, 2024

Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures. Enhancing Cash Flow and taking efficient investment decisions – An efficient cash flow management is critical for sustaining business operations and fueling growth.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

Nerd's Eye View

NOVEMBER 16, 2023

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it actually means to scale an advisory business, why doing so necessarily requires more staff support, and how scaling a firm is different than merely finding ways to best leverage a firm owner's time.

Leverage 80

Leverage Communication Numbers Investments 80

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin.

Leverage 79

Leverage Compliance Investments Marketing 79

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 87

Leverage Planning Compliance Investments 87

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Utilizing and leveraging organizational data like this isn’t a one-time task.

Investments 100

Investments Leadership Accounting Analyzing Data 100

CFO News

DECEMBER 3, 2024

BlackRock plans to acquire HPS Investment Partners for about $12 billion in an all-stock deal to expand its presence in the burgeoning private credit market. The acquisition is set to close in mid-2025 and aligns with BlackRock's strategy to grow within alternatives, leveraging HPS's substantial $148 billion assets under management.

Investments 74

Investments Leverage Planning Marketing 74

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 79

Leverage Education Planning Communication 79

Barry Ritholtz

MAY 6, 2023

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. Social Leverage recently launched its 4th fund.

Leverage 121

Leverage Investments 121

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

Investments 84

Investments Leverage Economics Technology 84

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. When investing in FP&A software, you’ll want to be sure that it will run well for years to come, that it will run smoothly, and that it will operate well with current technology.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

Future CFO

SEPTEMBER 2, 2024

Concurring with this assessment, Sunil Wahi , vice president of APAC solution engineering, applications at Oracle , says there is strong potential for AI to be leveraged in different use cases to help draw insights and make businesses more compliant and efficient.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Navigator SAP

JULY 15, 2022

Cloud-based ERP enables midsize businesses to reduce implementation costs and take advantage of subscription-based models that reduce upfront investment and enable users to access information on any device from any location. For midsize companies, ERP should be a cloud-based solution rather than on-premise. Scalability.

Budgeting 178

Budgeting Leadership Communication Leverage 178

CFO News Room

FEBRUARY 6, 2022

While the sizeable increase in infra spend and sectoral initiatives in Union Budget augur well, there is need for policy reforms that help create a robust private investment ecosystem. In terms of investments, roads and railways have seen a significant increase in outlays, with y-o-y increase of over 50%.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Corporate Finance

MAY 9, 2022

However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress. This was true even for below investment grade companies, which showed an increase in the TIE from 2.8X The median TIE increased from 6.1X prior to the pandemic to 8.6X during the pandemic. to 4.1X.

Leverage 130

Leverage Numbers Investments 130

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Navigator SAP

JULY 28, 2023

They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Business operates differently now.

SAP 130

SAP Technology Leverage Investments 130

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Investments 72

Investments Leverage Banking Marketing 72

Global Finance

DECEMBER 26, 2024

In addition, the acquisition complements Nippon Lifes other recent investments, including a $3.8 The proposed acquisition underpins Nippon Lifes long-term strategy, and serves as a blueprint for leveraging international acquisitions to drive growth. billion stake in Houston-based Corebridge Financial.

Leverage 108

Leverage Finance Investments Marketing 108

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Future CFO

DECEMBER 29, 2024

She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This involves investing in technology that automates routine tasks and provides valuable insights that can drive competitive advantage.

Finance 98

Finance Compliance Data Analysis Leadership 98

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. CFOs should leverage sustainability-linked loans tied to Key Performance Indicators (KPIs) to secure favourable financing terms.

Banking 98

Banking Risk Management Leverage Compliance 98

CFO Thought Leader

NOVEMBER 4, 2024

In support services, we’ll continue to lay a solid foundation by investing in business acumen, IT acumen, human capital management, and sales expertise to better support our local partners in the field. So, we’ve got our hands full.

Leverage 52

Leverage CFO Healthcare Leadership 52

Global Finance

OCTOBER 17, 2024

While there are areas where banks and fintechs are in direct competition, there also exist numerous areas where banks and fintechs can strategically leverage each others’ respective strengths and establish partnerships to enhance their products and services to enrich experiences for their customers.

Leverage 104

Leverage Banking Finance Economics 104

Barry Ritholtz

AUGUST 26, 2022

They can’t help themselves, as too much money is up for grabs from syndicate, leveraged loans, underwriting, annuity sales, investment banking, IPOs, wrap accounts, and other forms of financial engineering that have all historically accrued to the benefit of the brokerage firms. First Rule of Running Other Peoples’ Money?

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

OCTOBER 10, 2022

Index Futures Trading ; Relatively new (1982) product allowed broad and leveraged exposure; 4. For the S&P500, the nominal return on investment was 54.6%. Overheated market : +42.5% for the first 3 quarters of the year; 2. Portfolio Insurance : Created a vicious feedback loop and added to downward pressure; 3.

Leverage 144

Leverage Marketing Investments 144

CFO News

JANUARY 6, 2025

How will it leverage AI? CFO Neelesh Talathi answers these questions, sharing insights on the company's plans, investments, and governance strategy. What's CarDekho Group's revenue growth projection in the years to come? Will it pursue more acquisitions? What's the IPO timeline?

CFO 45

CFO Investments Leverage Planning 45

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

SAP 92

SAP Compliance Leverage Invoicing 92

Global Finance

DECEMBER 27, 2024

They need to understand what capabilities and return-on-investment will be delivered. Precedence Research estimates that the global economy spent $27 billion on DLT investment last year and expects a 52.9% Its critical that finance executives get their hands dirty and understand these capabilities, she argues. CAGR to 2034.

Technology 108

Technology Finance Leverage Investments 108

CFO News Room

FEBRUARY 2, 2022

Highlights from management commentary: SBICARD is focusing on enhancing the capacity and also investing in growth business, which could keep operating costs elevated in the near term. On growth, SBICARD can leverage the c200m customers of the parent company — SBI — for issuing cards where the customer acquisition costs are 0.7-0.8x

Cost Management 130

Cost Management Leverage Investments Marketing 130

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

Investments 52

Investments Construction Leverage Marketing 52