Barry Ritholtz

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. How’s it going?

Leadership 106

Leadership Investments Profit and Loss Technology 106

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Customer success — The service levels available and how convenient the implementation process is. Customers success. Customers success. Customers success.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 26, 2020

It’s required lots of on-the-spot innovation as firms had to massively rethink their operations from the ground up. Among the trends that have impressed Helekar has been the rapid shift across the payments and technology sector to help SMBs make digital pivots rapidly, but in a way stable enough to support small businesses over time.

eCommerce 70

eCommerce Practice Management Economics Investments 70

PYMNTS

DECEMBER 24, 2019

Voice is the killer app of the connected commerce experience, according to the How We Will Pay: 2019 Edition study. 26, the eCommerce operator — via its Alexa Skills Kit Blog — announced the debut of “two new Alexa capabilities that will help create a more natural and intuitive voice experience for your customers.”.

B2C 64

B2C B2B Banking Technology 64

PYMNTS

JUNE 25, 2018

The fact remains that FinTech upstarts are making strides, and any number of tech juggernauts — from Apple to Amazon — are nibbling around the edges of financial services. We [at KPMG] call that digital fragmentation — and there’s a move to kind of rebundle and simplify.”. Oh, and data? The Unbundling Effect. he told Webster.

Banking 43

Banking Communication Transportation Compliance 43

PYMNTS

APRIL 4, 2016

Bitcoin was supposed to have been a global currency, but as we all know today, that’s not exactly the way things turned out. His company has just begun a phased rollout of its gold-to-gold money transfer services for U.S. customers, and corporates will soon get in on the action with the introduction of BitGold for Business.

Currencies 40

Currencies Education B2B Invoicing 40

Barry Ritholtz

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. How did you end up at Vanguard? That’s how clueless I was.

Investments 108

Investments Profit and Loss Education Advertising 108

Barry Ritholtz

MAY 9, 2023

He’s been with Goldman for 25 years and helps oversee over $2.5 So how do you then go from tax and audit practice to finance and investing? And again, I ended up in the financial services audit practice at KPMG. It’s just, hey, that’s how these people talk in their chosen specialty.

Investments 113

Investments Banking Advertising Finance 113

Barry Ritholtz

MAY 30, 2023

  The transcript from this week’s, MiB: John Hope Bryant, Operation Hope , is below. He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama.

Economics 56

Economics Education Profit and Loss Math 56

Barry Ritholtz

DECEMBER 28, 2022

His career spans the entire modern era dating back to, you know, the Paul Volcker era, and what took place during the boom periods of the ‘80s and ‘90s, and how technology has changed the world of investing. The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard.

Profit and Loss 69

Profit and Loss Investments Marketing Sales 69

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. Just, hey, we’re looking for alpha, we’re looking to outperform.

Investments 63

Investments Marketing Economics Risk Management 63

PYMNTS

AUGUST 1, 2018

That was the topic of discussion for the most recent PYMNTS “Matchmakers” interview, during which Karen Webster spoke with Rajaie Batniji, a doctor who is co-founder and chief health officer for Collective Health , which provides digital health management services to companies. We decided it was time to do something about that,” Batniji said.

Healthcare 40

Healthcare Prioritization CFO Planning 40

PYMNTS

APRIL 5, 2019

American Express will be using Ariba Network APIs to enable its virtual card capabilities within the SAP Ariba process and platform. Separately, Bill.com, in addition to securing $88 million in financing, launched a partnership with Mastercard to speed up accounts payable for joint business customers. How about lotsa Gs?

B2B 47

B2B SAP Accounts Payable Restructuring 47

PYMNTS

NOVEMBER 7, 2018

The new rail supports real-time, 24/7 transfers not just between banks, but also between stored-value facilities (SVFs) — i.e., mobile wallet operators — and between SVFs and banks. Not many corporates want to divulge their [bank] account numbers to their customers,” she said. Days before the system’s Sept.

Accounts Payable 49

Accounts Payable B2C Banking Retail 49

PYMNTS

FEBRUARY 3, 2017

This is particularly true for platforms that deal with service providers — landscapers, builders, home care technicians and the like. Instead of an easy pass-through, where customers can book the work, see an invoice and pay it off all digitally, platforms are doing a bit more cobbling together. Keeping It Simple.

Compliance 52

Compliance Invoicing Risk Management Leverage 52

Barry Ritholtz

FEBRUARY 13, 2023

He helps to oversee $2.5 And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. RIEDER: Let’s see.

Mergers and Acquisitions (M&A) 56

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

PYMNTS

JULY 11, 2017

The International Chamber of Commerce Banking Commission recently released a report that found an imbalance between supply and demand of trade finance services. From a risk perspective, we pay more attention to the business’ ability to have good customers with low-risk and steady payment behavior,” Saf said. “As

Finance 43

Finance Invoicing Profit and Loss Credit Risk 43

PYMNTS

AUGUST 5, 2016

Intel Corporation’s VC arm, Intel Capital, made not one but two of the largest venture capital investments this week, both of which landed at startups using high-tech Software-as-a-Service solutions for the enterprise. We break down the investment activity below. Funding Societies focuses its services on SME borrowers.

Startups 43

Startups Investments Transportation B2B 43

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. A couple of years before we launched, we were exploring merging with somebody. We retained your firm. HAMBURGER: — we participated in the same investment.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60