Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Modern planning solutions and modeling technology such as Jedox can harmonize these views into cohesive scenarios.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

PYMNTS

APRIL 2, 2018

FirstCaribbean International Bank is planning to raise $100 million through its initial public offering (IPO) in the U.S., An F-1 registration statement revealed the bank’s plans for an IPO in the U.S., percent owned by CIBC Investments, a unit of the Canadian Imperial Bank of Commerce. seeking $100 million in share sales.

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

Valuation 52

Valuation Investments Finance Math 52

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. A good place to start is benchmarking yourself against your competition. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?

Valuation 89

Valuation SAP Concentration Benchmarking 89

PYMNTS

APRIL 26, 2019

Alphabet and Saudi Arabia aren’t planning on selling any stock, but venture capital firm Benchmark – the company’s biggest seller – is offering 5.7 million shares and the company’s founders, Travis Kalanick and Garrett Camp, plan to sell shares worth $176 million and $147 million, respectively. SoftBank is offering 5.5

Benchmarking 59

Benchmarking Planning Marketing Valuation 59

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

DECEMBER 1, 2017

All of this [bad] news is expected to impact the rather complex investment deal that Uber and a SoftBank-led consortium are trying to close in order to add $7 billion to the $10 billion flow into Uber’s coffers. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding. We just live in it.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

PYMNTS

JUNE 30, 2016

Though some are planning not to react at all until they know they have something to worry about, Dangelmaier explained, others are already planning for the worst-case scenario. This time of uncertainty has left many unable to really plan a next move. With the U.K. rather than directly in the U.K. is yet to be seen.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Request a Free Consultation from a vcfo expert who can help.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Barry Ritholtz

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” equity market since 1945 has shifted dramatically to different investment vehicles.

Benchmarking 126

Benchmarking Valuation Investments Marketing 126

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning? HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. What was the original career plan? What can I say about Julian Salisbury?

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 56

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

PYMNTS

DECEMBER 7, 2018

led the investment in the FI, while CreditEase, LionTree and a slew of existing investors also joined the funding round. LeanIX said it plans to use the funding to focus on accelerating growth in the U.S. SourceDay noted it plans to use the new funding to focus on marketing and product development. Wise Systems.

B2B 70

B2B Startups Benchmarking Manufacturing 70

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

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.

Investments 98

Investments Marketing Startups Accounting 98

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . That makes sense, as SBF had drawn up and promoted a regulatory plan which, unsurprisingly, favored FTX’ business model. We are not against anyone,’ Zhao wrote on Twitter.

Economics 130

Economics Investments Finance Benchmarking 130