The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Communicate with clients, investors, senior management, and stakeholders. Spot investment and financial planning prospects. Address accounting and finance issues.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

The Finance Weekly

AUGUST 5, 2023

Effective communication skills are essential for FP&A professionals to present financial analysis and recommendations to diverse stakeholders, enhancing their proficiency in communication. The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals. It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. Leave the daily grind to the Controller and trust your team. It’s about leading, not just managing.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Future CFO

FEBRUARY 13, 2023

Being based in the Philippines with no capacity to always visit the terminals it’s essential that constant communication is done through the monthly meetings with the CFOs and Treasurers of the local subsidiaries as well as utilising Microsoft Teams and Power BI to collaborate and create reports,” he revealed. “For

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. It facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

SEPTEMBER 11, 2019

Cryptocurrencies tend to be exceptionally vulnerable to this form of attack, as coins are often heavily concentrated in the hands of a comparatively small number of individuals, whose market activities can dramatically impact the coin price,” noted the An.Chain researchers, according to Coin Telegraph. Never use @BitPay, folks.

Concentration 47

Concentration Nonprofit Communication Accounting 47

Musings on Markets

OCTOBER 4, 2023

If you are an equity investor, your portfolio standing at this point of 2023 and your returns for the year will be largely determined by whether you had any money invested in the "soaring seven" stocks, as well as the sector and regional skews in your investments.

Marketing 104

Marketing Treasury Valuation Investments 104

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. He is now providing strategic investments to multi manager funds. Good, good timing.

Investments 108

Investments Concentration Profit and Loss Economics 108

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. While a CEO can effectively communicate what makes the company unique, investors are more interested in the potential return on their investment rather than just an innovative idea.

Startups 52

Startups Finance CFO Forecasting 52

The Finance Weekly

JANUARY 10, 2022

If finance collaborates with marketing, for example, they should be aware of everything from the return on investment of advertising campaigns to the cost and outcome of trade shows. Inquire as to why they are investing time and money in various areas, as well as what they anticipate to gain from it.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 52

Auditing Education Construction Investments 52

PYMNTS

MAY 23, 2018

The company communicates with travelers through messaging platforms, such as WhatsApp and Facebook Messenger , to start the travel planning process. As a result, My Swft turned to apps such as WhatsApp and Facebook Messenger, which people often use to communicate with friends while they are their desks.

Concentration 40

Concentration Communication Planning Sales 40

Spreadym

MAY 31, 2023

It involves effective communication, stakeholder engagement, and adaptation to changing circumstances. Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

NOVEMBER 27, 2022

Japan’s chip equipment- and material-makers would be hit hard as its global players are concentrated in those areas, and exports of semiconductor manufacturing equipment to China have grown in recent years. Industry minister Yasutoshi Nishimura said earlier this month that the government is communicating with the U.S. trillion ($23.67

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

Musings on Markets

OCTOBER 6, 2023

The Rise of Intangibles While the debate about intangibles, and how best to value them, is relatively recent, it is unquestionable that intangibles have been a part of valuation, and the investment process, through history. With that said, it is clear that the debate about intangibles has become more intense in the last two decades.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. Astoria Investments is an investment holding company, it was founded in 2015 by the previous group that started it.

Auditing 40

Auditing Education Construction Investments 40

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Musings on Markets

JULY 17, 2023

Communication services and consumer discretionary have had a strong first half of 2023, but remain more than 20% below their levels at the star of 2022. If you have concerns on those fronts, your investing should reflect those worries, but your returns will be only as good as your macro forecasting abilities.

Marketing 95

Marketing Treasury Currencies Valuation 95

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

APRIL 24, 2017

It’s that “humility” that’s driven MoneyGram to focus their efforts acutely on “defense and depth,” a series of concentric rings with MoneyGram at the center, McGurk said. We are also constantly reminding folks through various forms of communication that we have company-wide.”. The Clicks-And-Mortar Environment.

Securities 46

Securities Compliance Concentration Auditing 46

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

PYMNTS

APRIL 30, 2018

According to a Crunchbase article published in February of 2018, investments in blockchain and blockchain-related startups (excluding initial coin offerings, or ICOs) were already 40 percent of what they were in 2017. And in 2017, those investments were off-the-charts nuts. Most of that spend will be concentrated in the U.S.,

Banking 73

Banking Investments Concentration Accounting 73

Barry Ritholtz

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

Investments 114

Investments Marketing Numbers Entertainment 114

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

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. But I think he saw potential in me.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. Sales to Invested Capital : While Airbnb has a capital-light model, it’s platform requires new investments in either product development and acquisitions.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Economics Retail Entertainment 52

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? Said, you know what?

Marketing 61

Marketing Leadership Finance Investments 61