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ESG Investing and the Popularity Asset Pricing Model (PAPM)

CFA Institute

He is an expert on lifetime financial planning, multi-asset class strategic asset allocation, the Black–Litterman model, target-date funds, retirement income solutions, fund-of-funds optimization, risk budgeting, and performance analysis. His research has received a Graham & Dodd Award of Excellence as well as two Harry M.

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CFOs show optimism amid economic uncertainty

Future CFO

Achim Wenning Achim Wenning , head of the study and a partner at management consultancy Horvth , stated, Political events and developments are always monitored by companies and factored into business assessments and decision-making. However, they are not always decisive for business prospects.

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Transcript: Lisa Shalett, CIO Morgan Stanley

Barry Ritholtz

Tell us what, what the career plans were. You know, I thought I was gonna take the high road and, and be a management consultant. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. Lisa Shalett : Not at all.

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Members’ Profile: Ronel Jooste

CFO Talks

I visualize, do my gratitude routine and do planning during my run. My power hour – praying, affirmations, breathing, journaling while having a cup of ginger tea. Then my morning run of between 7km to 10km 5 days a week. Then I have a cold shower and protein smoothie before my workday starts. What sparked your interest in finance?

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Too Much, Too Fast: Constant Change Creating Corporate Burnout

Global Finance

Finance departments field a myriad of novel strategic roles when a company implements digital transformations, enterprise resource planning, and artificial intelligence (AI). CFOs have pretty significant mandates to support growth, manage cash, and process change, Richards notes. Some evidence shows them getting worse.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

What was the career plan? So I went to Bain and Company for two years, and I was in management consulting for two years. Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. I don’t have an MBA from Wharton.

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Navigating the Tech Financial Landscape

CFO Plans

Financial Planning and Forecasting: Your Crystal Ball for Growth When it comes to financial planning for tech firms, it’s not just about numbers—it’s about seeing the future. With predictable fixed pricing, financial plans become clear, allowing businesses to focus on what truly matters: strategic initiatives.