The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Future CFO

JANUARY 10, 2024

A look back at 2023 and it becomes clear that persistent challenges were the norm for much of the year – be it in the form of social, geopolitical or economic. Insolvency in Asia The Allianz Research paper, Global Economic Outlook 2023-25 , notes that businesses face declining demand and higher costs while pricing power is fading.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

Barry Ritholtz

DECEMBER 19, 2023

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios.

Healthcare 60

Healthcare Investments Construction Concentration 60

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. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Investments 63

Investments Marketing Economics Risk Management 63

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. 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. And the economics, they ultimately worked out long term. That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … risk management. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors. RITHOLTZ: Right.

Investments 113

Investments Marketing Profit and Loss Banking 113

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the reality is just no one really trains us to do this. Cean: Correct.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. So, it cost the firm $320,000, well worth every penny?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses. RITHOLTZ: Tell us.

Investments 56

Investments Numbers Risk Management Concentration 56

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. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56