CFO Talks

NOVEMBER 29, 2024

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. After finishing primary school, I initially chose needlework in my first year of high school.

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CFO Auditing Leadership Finance 95

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

PYMNTS

AUGUST 12, 2016

PYMNTS sat down with Revel’s CTO Chris Ciabarra to get the inside skinny about the Pokémon Go retail’s effect -which has been undeniably profound by the numbers. If you want to put a number on that, it averages out to about $2,000 to weekly gross sales.”. By The Numbers.

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Math Retail Sales Numbers 47

Barry Ritholtz

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. Previously, he worked under David Swensen at the Yale Investments Office, where he invested directly with three of Yale’s managers. Buffett won).

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Math Investments Securities Numbers 98

Barry Ritholtz

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

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Math Investments Finance Numbers 75

Barry Ritholtz

JUNE 24, 2023

To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. (

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Math Advertising Investments Securities 107

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.

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Investments Benchmarking Valuation Math 64

PYMNTS

JUNE 6, 2017

From some guy’s garage in San Francisco, a group of math nerds has grown into one of the world’s finest-tuned machine learning operations. SigOpt now helps optimize fraud detection and investments like beer brewing and even the manufacturing of synthetic rhino horns. PYMNTS: Can you give me some personnel growth numbers?

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Math Startups Manufacturing Advertising 67

PYMNTS

SEPTEMBER 4, 2020

The digital numbers for Lego.com doubled to more than 100 million in the first half of 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.”.

Math 64

Math Education Retail eCommerce 64

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1% billion is the 2nd half of the study.

Financial Planning and Analysis (FP&A) 83

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

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Investable capital, basic understanding of real estate investing.

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Investments Marketing Communication Advertising 130

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. According to CNBC-TV18 , the new stores would take the total number of Walmart locations in India to 70. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” So you can do the math.

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Math eCommerce B2B Investments 51

Barry Ritholtz

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? The performance numbers reveal this is a terrible trade-off for the average retail investor. Chart after the jump ).

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Math Planning Sales Retail 74

The Charity CFO

FEBRUARY 17, 2022

Hopefully, we’ll fall far short of that number. . 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.

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Nonprofit Budgeting CFO Math 98

Global Finance

SEPTEMBER 9, 2024

Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications. Despite this, China continues to invest heavily in government-funded research and development (R&D). Yet, this lead isn’t necessarily secure.

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Economics Construction Leverage Technology 111

CFO News Room

NOVEMBER 3, 2022

Instead, by conveying a clear and simple message to clients about how the advisor’s value can provide for a very specific type of client and their unique needs, advisors can enhance their business growth by attracting the right type of client while investing less time and fewer resources actively seeking out new prospects. Carl: Yeah.

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Numbers Planning Communication Marketing 130

PYMNTS

DECEMBER 6, 2016

Now, they are investing in algorithm companies, math scientists, analytics and things that we would typically only have associated with leading tech companies,” McCammon pointed out. A growing number of customers have more digitally focused expectations when it comes to vehicles.

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Advertising Math Securities Technology 80

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. Those numbers are so stark that they are worth repeating. For many, the sources of that cash lie largely in their personal assets — personal investments (47.5

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Construction Sales Math Manufacturing 92

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

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Math Planning Benchmarking Technology 130

PYMNTS

JANUARY 4, 2019

The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. This time around, there are a number of regulatory eyes watching – and watching in unison.

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Math Securities Marketing Numbers 62

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. 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.

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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. Businessweek ) but see With cash earning 5%, why risk money on the stock market? With the 10 year at 4.2% 1987 Crash 3.

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Treasury Math Economics Sales 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.

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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. She has had a number of different positions within PIM, including managing their flagship core real estate fund. But in those days, there were very tax driven investment.

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Investments Marketing Transportation Finance 105

PYMNTS

NOVEMBER 19, 2018

And the investments that Amazon is making in other areas outside of retail account for large chunks of the consumer’s paycheck overall, and will continue to do so in the years to come. The story of the Amazon Whole Paycheck Index is here , which I’ll come back to in a minute, so let’s instead focus on Walmart Whole Paycheck numbers.

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Healthcare Retail Sales Math 66

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.” Carl: Well, yeah.

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

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Math Investments Leadership Entertainment 52

PYMNTS

FEBRUARY 2, 2017

PYMNTS will update with all the details and provide analysis once Amazon releases its numbers. All toys selected will in some way be related to science, technology, engineering and math. We feel strongly that with these qualities as a place to do business, our investments will support Amazon and customers well into the future.”.

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Math Transportation Retail Education 51

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

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.

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Investments Marketing Startups Accounting 98

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s look closer at the headcount math. How do you weigh and plan for the costs of such a change? Let’s start by laying out the base case. Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

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). How it works in real-life: Let’s say you host a fundraiser in September that generates a significant number of donations. Statement of Cash Flows . Other Taxes.

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Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

AUGUST 28, 2017

Forbes , however, has done the math and finds the numbers attractive, predicting that growth could catapult shares to $237 – a 41 percent increase over the last closing price. at market close on Friday). Forbes notes that Facebook has consistently beaten Wall Street estimates and is likely to outperform again.

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Math Retail Numbers Marketing 46

CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. So those numbers are disparate. That’s just the math. That’s not how it’s structured.

Banking 100

Banking Economics Leverage Marketing 100

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

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.

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Planning Investments Accounting Numbers 130