PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5

Concentration 63

Concentration Leverage Healthcare Advertising 63

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

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. It’s beta neutral, market neutral.

Healthcare 60

Healthcare Investments Construction Concentration 60

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. ESG/SRI criteria); advisors who want to overlay various rules (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. I think it was a great training. I think we learned a lot.

Investments 56

Investments Banking Entertainment Valuation 56