Jedox Finance

JULY 11, 2023

Jochen Heßler, Senior Director, Product Management, Jedox Environmental, social, and governance (ESG) has emerged as an important initiative for organizations worldwide as they strive to implement sustainable practices, achieve compliance, and demonstrate substantive value to customers, employees, and investors.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

APRIL 12, 2023

Does HR understand our workforce’s current capabilities and talents, and how they can be leveraged so that teams can work together efficiently? That agility and flexibility is important as markets go from bullish to bearish, resulting in falling valuations.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Barry Ritholtz

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. And from a public market, that sounds like it’s a compliance and conflict nightmare. But eventually, when the valuations get too high, the rounds get too large, we don’t follow on.

Valuation 118

Valuation Investments Marketing Technology 118

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry.

Leverage 112

Leverage Investments Valuation Finance 112

PYMNTS

JULY 10, 2017

“They really represent, when we think about our own API capabilities, and focus on new token use cases … both a brand and a relationship, and also a platform where several different use case scenarios can be leveraged,” Gajda said. They’ve essentially built a pretty seamless marketplace that connects and protects consumers and merchants.”.

Investments 40

Investments Compliance Banking Sales 40

Barry Ritholtz

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Investments 57

Investments Marketing Leverage Valuation 57

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” Is it at 1.5%? And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

AUGUST 4, 2017

That framework will allow point of interaction(POI) implementers to evaluate whether their QR generation and interpretation are in compliance with specifications. And yes, some may worry about valuations. EMVCo will also release a self-testing framework for the merchant-presented and consumer-presented specifications in early 2018.

Technology 49

Technology Banking Valuation Manufacturing 49

Barry Ritholtz

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. I just want to put in — RITHOLTZ: That’s correlated? ASNESS: Yes.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. But I would say generally, there’s less leverage in the system. And at the time, we were going through a lot of regulatory change. Capital rules were changing.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? RITHOLTZ: Because the underlying owner just kept leveraging and leveraging and leveraging, and somebody very smart in private equity, went out and bought up 51 percent of the debt for pennies on the dollar.

Mergers and Acquisitions (M&A) 61

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

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Thanks.

Mergers and Acquisitions (M&A) 57

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