Barry Ritholtz

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Investments 59

Investments Concentration Marketing Leverage 59

CFO News Room

FEBRUARY 2, 2022

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

Concentration 130

Concentration Investments Securities Currencies 130

Global Finance

SEPTEMBER 23, 2024

Higher interest rates have cut the global total of initial public offerings nearly in half since 2021, reducing targets’ leverage on valuation. SPAC sponsors raise their own money on markets, promising to invest it in one or more targets within a fixed term. SPAC targets can float shares on their own schedule, not an investment bank’s.

Valuation 104

Valuation Concentration Leverage Investments 104

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

Barry Ritholtz

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. What, what was that transition like?

Concentration 52

Concentration Investments Benchmarking CFO 52

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

Future CFO

JULY 17, 2023

Corporate treasury actions for capitalising on improved cash management Reliable, high-cadence forecasting is boosted by these recommended treasury tactics for managing turbulence: 1) Invest excess cash in instruments with advantageous interest rates. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth. ICD takes home the Best Investment Management Solution award.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Barry Ritholtz

MAY 16, 2023

Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. A politics of resentment in America has fed on it, too.

Concentration 105

Concentration Leverage Economics Education 105

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. million in investments before the Snap deal, CNBC reported, citing Crunchbase. Artificial intelligence (AI) technology company Ariel AI has been acquired by Snap.

Startups 77

Startups Concentration Leverage Retail 77

PYMNTS

FEBRUARY 28, 2019

It presents a great opportunity for ACI to strengthen and add scale to our On Demand business, and provides fuel for growth and increased R&D investment which will benefit both ACI and Speedpay customers,” said Phil Heasley, president and CEO, ACI Worldwide. “We We are excited to welcome the talented Speedpay team into the ACI family.

Concentration 79

Concentration Currencies Healthcare Education 79

The Finance Weekly

JULY 14, 2024

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

PYMNTS

NOVEMBER 22, 2016

“ Funding Options estimates that, without access to overdrafts, SMEs have less capital with which to expand current operations, invest in new assets or trade through tough times,” the executive said in his article, published Monday (Nov. “The referral scheme will leverage the U.K.’s

Banking 70

Banking Concentration Invoicing Finance 70

Global Finance

JUNE 14, 2024

Advancements in AI and generative AI have significantly influenced institutions like JP Morgan that leverage these technologies to enhance their digital, data and cloud infrastructure. While only some institutions have made early investments, going AI-first is an imperative for growth and efficiency.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in investment portfolios.

Concentration 75

Concentration Economics Investments Leverage 75

Global Finance

SEPTEMBER 9, 2024

Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications. Despite this, China continues to invest heavily in government-funded research and development (R&D). Yet, this lead isn’t necessarily secure.

Economics 111

Economics Construction Leverage Technology 111

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing.

CFO 97

CFO Leadership Communication Problem Solving 97

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

PYMNTS

APRIL 21, 2020

It’s what you do with the data, and how you leverage it into new customer-facing offerings that matters. There are a whole range of forward-thinking firms leveraging application programming interfaces (APIs) to issue cards, to create virtual accounts, promote micro-lending and micro-saving and even pay workers — all in bits and bytes.

Banking 92

Banking Accounting Concentration Leverage 92

Global Finance

JUNE 9, 2025

Areas of concentration are determined in part by the lab’s “innovation radar,” a proprietary trend-indexing framework that systematically searches for potentially game-changing innovations. The lab has accelerated and/or invested in 86 startups since its inception. Innovations continue in the Middle East.

Startups 52

Startups Banking Compliance Investments 52

Future CFO

APRIL 22, 2024

The right mix between remote [and] in-person office work is a constant investment,” Cheah says. Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. Finance impacts the rest of the business.”

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

JULY 31, 2019

We also analyzed how the areas that FIs are focusing on relate to such factors as level of investment, on-time performance and innovation strategy. It is an especially keen interest for the top performers in our Index: more than 73 percent of them will invest in payment technology, a 22 percent increase over the past three years.

Concentration 60

Concentration Banking Technology Leverage 60

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. Investments in digital banking are paying dividends for CUs by improving membership and creating more efficient services. About the Tracker.

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Even so, while there are significant differences between leveraged lending and subprime mortgage lending, the similarities are eerie.”. Today, the leveraged loan market is now worth an estimated $1.4

Leverage 40

Leverage Concentration Economics Marketing 40

Barry Ritholtz

MAY 15, 2023

As it’s currently imagined, the technology promises to concentrate wealth and disempower workers. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Bonds : Short-term costs for insuring U.S. doomers are focused on the wrong threat.

Math 59

Math Concentration Construction Leverage 59

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

PYMNTS

APRIL 15, 2019

or more commonly structured investment vehicles, collateralized debt obligations, money market funds and others — has certainly gathered momentum. In the United States, there’s a bit of concentration here, as 29 percent of shadow banking is tied to the country, at $15 trillion in assets. In our “ Where Will We Bank Next?

Financial Systems 70

Financial Systems Banking Leverage Concentration 70

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. MMFs charge a standard investment management fee and deduct other expenses from the overall pool of assets.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Global Finance

JULY 26, 2024

Leveraging our broad and deep network in the most exciting growth nexus across Asia, we help clients navigate the complex environment and fortify their ability to capture regional opportunities.” Also in Australia, PayTo provides a digital way for merchants and businesses to initiate real-time payments from their customers’ bank accounts.

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

CFO Plans

OCTOBER 9, 2024

By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation. As a result, they were able to invest more in innovation, fueling further growth. Consider the case of a mid-sized tech firm that meticulously tracked its research and development expenses.

Compliance 52

Compliance Tax Planning CFO Concentration 52

PYMNTS

SEPTEMBER 16, 2020

By integrating with our APIs, banks can offer a seamless cross-border payments experience to their customers with low investment, which offers the potential for additional revenues, enriched offerings for customers and a competitive advantage," said Payoneer General Manager, SMBs Eyal Moldovan in a statement. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

Global Finance

OCTOBER 14, 2024

Recently, global giants including Citi, UBS, BBVA, and Santander have revamped their teams and opened new divisions in the region, aiming to leverage their leading global offerings for a larger piece of the wealth pie. They tend to increase investments in hard currencies while seeking a more sophisticated, comprehensive value proposition.”

Banking 59

Banking Investments Concentration Prioritization 59

The Finance Weekly

MAY 5, 2024

This enables companies to make well-informed decisions affecting future investments, product development initiatives, and strategic planning. On the other hand, revenue planning concentrates on the actual inflow of money into the company, facilitating the allocation of funds for expenditures and investments over a certain period.

Planning 72

Planning Sales Forecasting Strategic Planning 72

E78 Partners

SEPTEMBER 17, 2024

By investing in their staff, MSOs will see an increase in productivity and patient care quality, which in turn will lead to a strong organizational culture. This can include leveraging data analytics and AI applications to enhance efficiency in areas like time entry, client billing, patient scheduling, and reporting.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

By investing in their staff, MSOs will see an increase in productivity and patient care quality, which in turn will lead to a strong organizational culture. This can include leveraging data analytics and AI applications to enhance efficiency in areas like time entry, client billing, patient scheduling, and reporting.

Healthcare 52

Healthcare Compliance Concentration Securities 52