PYMNTS

MAY 16, 2018

” And while they might care about those values, at this point investors are likely wondering more about SoFi’s mission, a product offering that justifies a valuation of $4.4 Assets, according to Noto, are up 31 percent year-on-year, and new accounts are up 39 percent. But SoFi Wealth is just getting started, reportedly.

Credit Risk 40

Credit Risk Valuation Leadership Finance 40

PYMNTS

OCTOBER 4, 2019

India’s FinBox landed an undisclosed amount of pre-Series A funding, reports in Inc42 said this week, with investors at Arali Ventures leading the investment in the credit risk management technology startup. Funds and accounts advised by T. FinBox plans to use the investment on product research and development.

B2B 51

B2B eCommerce Startups Foreign Exchange 51

PYMNTS

DECEMBER 10, 2016

When all the shares were accounted for, Lending Club’s original IPO managed to pull in more than $1 billion — slightly beating expectations and making it the seventeenth-largest U.S. IPO of the year. banks at the time. But if you look at the cycle, it is rare that those individuals stay at the top of the stack,” Purcell noted.

GAAP 73

GAAP Compliance Valuation Auditing 73

PYMNTS

OCTOBER 1, 2018

Both the Securities and Exchange Commission (SEC) and the Department of Justice (DOJ) have officially ended a two-year investigation of LendingClub, its subsidiary LC Advisors (LCA), its founder and former CEO Renaud Laplanche and its former CFO Carrie Dolan. On Friday (Sept. Those effects, however, were short-lived. The Aftershocks.

Valuation 54

Valuation Startups Banking CFO 54

Barry Ritholtz

MARCH 5, 2024

I graduated economics with, with a lot of coursework in accounting and finance. So you come outta college, you go to Pricewaterhouse Cooper and then Koch Industries where you’re focusing on convertible securities, merger, arb, and, and special situations. Either you have the asset and the credit risk, I would imagine.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. So our shareholders benefit whenever there’s a lot of demand for certain securities that we own.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56