The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. As a small business CFO, how do you navigate toward business recovery?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

Barry Ritholtz

MAY 30, 2023

  The transcript from this week’s, MiB: John Hope Bryant, Operation Hope , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the founder of Operation HOPE and one of the leading voices for financial literacy.

Economics 56

Economics Education Profit and Loss Banking 56

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. She is uniquely situated to see what goes on in the hedge fund industry in terms of not just performance but what makes for a great PM versus an also-ran (ph).

Investments 56

Investments Numbers Risk Management Concentration 56