Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 56

Math Concentration Construction Leverage 56

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. Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

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

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. For instance, understanding how changes in marketing expenditure affect revenue growth.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News Room

NOVEMBER 11, 2022

This interview of Richard Kozul-White of UNCTAD cover a very broad scope of economic issues from the developing country perspective: how unregulated financial markets have hindered emerging countries, how the Global Financial Crisis market failure has been ignored, and how even before Covid, these countries were facing a decade of lost growth.

Economics 100

Economics Concentration Investments Finance 100

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

SEPTEMBER 16, 2020

PSD2 and open banking regulations were forged to accelerate competition in the financial services arena, and this week, a look at the latest initiatives reveals the opportunity for new market entrants to rival incumbents in the small business banking arena. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

PYMNTS

APRIL 21, 2020

In an interview with Karen Webster, Nigel Verdon, CEO of Railsbank , said the changing landscape of financial services has helped shine a light on the flexibility and speed companies need to develop new products and services and get them to market quickly to their end customers. in sight, too. “We’re

Banking 92

Banking Concentration Accounting Leverage 92

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

APRIL 15, 2019

Specifically, who knows what dangers — for banks, at least — lurk in shadow banking, as FinTechs emerge to nibble at market share? or more commonly structured investment vehicles, collateralized debt obligations, money market funds and others — has certainly gathered momentum. Who knows what dangers lurk in the shadows?

Financial Systems 70

Financial Systems Leverage Banking Concentration 70

PYMNTS

AUGUST 31, 2018

The investment comes amid ramped up activity in the country among players such as Google and Facebook, which are putting their own mobile payments offerings out there. Glimmers of the subprime lending spike seem to be shimmering as the leveraged loan market stands at $1.4 Bitcoin making inroads? Maybe bit by bit.

Currencies 40

Currencies Concentration Leverage Accounting 40

The Finance Weekly

FEBRUARY 22, 2023

Entrepreneurs are typically smart engineers who have created a revolutionary product or creative marketing professionals who have identified an underserved customer base or a market need. While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. Expansion plans include the Italian market. Cybereason has said it gathered investments totaling $200 million, in a round that was led by SoftBank Group Corp.

B2B 46

B2B Accounts Payable Concentration Leverage 46

PYMNTS

AUGUST 26, 2019

With the recent global explosion in skincare and wellness products, there are all kinds of stories of how various entrepreneurs wound their way into the market. All in, the company sells over 35 SKUs of skincare and bath and body products that are “formulated with pure, active, highly concentrated vitamins, minerals and botanicals.”.

Concentration 43

Concentration Manufacturing Leverage Marketing 43

PYMNTS

MARCH 1, 2017

A bit more than $783 million in investment activity marked last week’s fund flow. The biggest transaction in that space, and, indeed, across all investment activity, came from Ant Financial’s $200 million investment in Kakao Pay was the largest deal. The majority, at 72 percent, came from FinTech.

B2C 49

B2C Concentration Leverage Investments 49

PYMNTS

JULY 17, 2017

But in China, a change has been brewing — and rapidly, as the market is evolving away from those docks. There are a number of very interesting target markets, because no matter what city you are in, they want bikes as opposed to cars.”. We could be profitable today if we wanted to, but we are investing in the future and toward growth.

Transportation 48

Transportation Startups Concentration Leverage 48

Barry Ritholtz

DECEMBER 19, 2023

It’s beta neutral, market neutral. It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged.

Healthcare 60

Healthcare Investments Construction Concentration 60

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

JANUARY 22, 2018

More important, perhaps, than the innovations they made on behalf of their more famous lead players, was how their contributions accelerated those innovations’ time to market. Both Nielsen and The Food Marketing Institute estimate that online grocery sales will hit 20 percent of all grocery sales by 2025. Distribution.

Sales 54

Sales Concentration Marketing Manufacturing 54

PYMNTS

AUGUST 21, 2017

But it would be over the next four years that eBay would find itself increasingly pulled into a riptide of changing market dynamics. Margins have taken a hit at the hands of investments in marketing, seller services and the core product to keep sellers on board, new buyers coming and existing ones spending.

Advertising 51

Advertising Retail Startups eCommerce 51

Barry Ritholtz

MARCH 7, 2023

She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. The market microstructure has changed. When do you own growth? When do you own equity?

Investments 64

Investments Marketing Economics Risk Management 64

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. She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. RITHOLTZ: Right.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 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. and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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

PYMNTS

JUNE 27, 2016

It’s been nearly two years – 20 months to be precise — since it was launched after significant investments in engineering, marketing and promotion. Four percent usage of Apple Pay of a 5 percent Safari browser universe isn’t much of a market for merchants to get jazzed about. Who knows that could be next.

Numbers 66

Numbers Concentration Technology Retail 66

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4

Investments 60

Investments Marketing Numbers Risk Management 60

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) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 56

Investments Banking Entertainment Valuation 56

PYMNTS

MAY 8, 2017

It blew a big hole in physical booksellers’ sales, shrinking bookstore’s retail footprint dramatically when it had less than 20 percent of that market a decade or so ago. Amazon’s invested in logistics, including deals with post offices around the world, to get those products to consumers quickly and in many markets the same day.

Retail 49

Retail Profit and Loss Sales Manufacturing 49

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. And do you see that market growing and expanding? Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Not just, “Here’s an insurance and investment mix. It feels amazing. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. It’s mark to market. He tells me, “Ilana, it’s going well, but they want me to meet the head of global markets to explain my thinking.”

Investments 56

Investments Numbers Risk Management Concentration 56