PYMNTS

APRIL 2, 2018

percent owned by CIBC Investments, a unit of the Canadian Imperial Bank of Commerce. Spotify is readying to float in a matter of days, with reports in Reuters estimating the company’s valuation at about $19 billion. An F-1 registration statement revealed the bank’s plans for an IPO in the U.S., The bank is 91.7

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Math Numbers 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. Technology Not all lower- or middle-market companies are technology heavy.

Valuation 89

Valuation SAP Concentration Benchmarking 89

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

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.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ).

Education 130

Education Planning Benchmarking Investments 130

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. Investment banks were not really a known concept in the area where I grew up.

Investments 116

Investments Banking Advertising Finance 116

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets.

Investments 61

Investments Marketing Numbers Valuation 61

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. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

DECEMBER 7, 2018

Venture capitalists and equity investors targeted companies that apply big data technologies, including artificial intelligence, to an array of use cases, including fleet and manufacturing — leading to more than $322 million raised for B2B startups this week. Cross River Bank. Cross Creek Advisors and previous backers also participated.

B2B 70

B2B Startups Benchmarking Manufacturing 70

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. BERNSTEIN: Yes.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

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 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

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. Brad Gerstner is a founder and investor in technology startups. They invest primarily in private and public companies. They just made great investments. I have an extra special guest. 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. . SBF’s regulatory proposal was so shamelessly self-dealing that it precipitated the entire unraveling of his empire – financial, technological, and political.

Economics 130

Economics Investments Finance Benchmarking 130