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

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 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

JULY 26, 2017

In some ways, the risks facing banks are longstanding: Non-traditional FIs and innovation are forcing banks to rethink their position in the market. Many banks have increasingly leveraged and become dependent on third-party service providers to support key operations within their banks,” the report stated.

Banking 46

Banking Compliance Currencies Concentration 46

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 places we can think of where it is needed. There are a number of very interesting target markets, because no matter what city you are in, they want bikes as opposed to cars.”. sometime soon.

Transportation 48

Transportation Startups Concentration Leverage 48

PYMNTS

MARCH 1, 2017

Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. First, the company plans to double down on what’s working—funding more subscription based business models and introducing new types of models that leverage OrderGroove’s API. “We

B2C 49

B2C Concentration Leverage Investments 49

PYMNTS

JUNE 13, 2017

PYMNTS caught up with Dennis Duckworth, senior director of product marketing, to find out how VoltDB is supporting retailers and others to keep up in the digital world. PYMNTS: Can you give me some personnel growth numbers? . DD: Fast, early customer wins gave us a distorted view of where we fit in the market.

Retail 44

Retail Concentration Advertising eCommerce 44

PYMNTS

DECEMBER 21, 2016

With 2 million customers that buy from a growing number of 12,000 merchants on the platform every day, making purchases across different verticals, Kleckner said restaurants remain a top category of the local commerce Delivery.com facilitates. “We KW: Why did you decide to approach the hyperlocal market in this way?

Leverage 46

Leverage Advertising Concentration Numbers 46

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. So, eBay set in motion a number of things in an attempt to blunt the impact of these shifts and to bring new buyers and sellers into the mix. million in revenues to $3.2 That was down from 23.8

Advertising 51

Advertising Retail Startups eCommerce 51

PYMNTS

MAY 9, 2016

Not many companies can lay claim to losing as much value in 12 months as the entire market cap of the world’s largest retailer and still remain standing. Apple has subtracted $234 billion from its market cap – about $20 billion more than Walmart is worth. . With a market cap today of $502 billion, Apple’s clearly no slouch either.

Sales 42

Sales Retail Concentration Leverage 42

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. Adoption: The number of people who’ve tried the service once has tripled since launch. Apple Pay total adoption is up – as defined by the total number of people in the U.S.

Numbers 66

Numbers Concentration Technology Retail 66

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CS Lucas

NOVEMBER 29, 2023

Such technical breaches may trigger cross default clauses and jeopardize corporate reputations with credit markets more broadly. On a large scale, even the smallest oversight could cost a business significant penalties or early repayments. Alerts notify appropriate stakeholders as threshold limits approach.

Technology 52

Technology Treasury IFRS Compliance 52

Barry Ritholtz

DECEMBER 19, 2023

It’s beta neutral, market neutral. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. So they were not offering paid in internships ’cause the market was still recovering from the tech bubble crash. 00:03:18 [Speaker Changed] Yes.

Healthcare 61

Healthcare Investments Construction Concentration 61

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? How do you crunch the numbers on that, and where do you come out on small cap and value? The market microstructure has changed. When do you own growth? When do you own equity? VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

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!). navigate a volatile market environment (in both stocks and bonds – oof!) Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products. next-generation investors with smaller balances).

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

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. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 116

Investments Marketing Profit and Loss Banking 116

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. And so, that can move the numbers, as well. And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Investments 61

Investments Marketing Numbers Risk Management 61

PYMNTS

FEBRUARY 7, 2017

The surprise was as much about the number of sites that accepted Amazon as it was that getting to that threshold all happened rather quietly and without a lot of public fanfare. The concentration of merchants with Pay with Amazon was one of the best-kept secrets in payments — well, until that report.

Concentration 46

Concentration Accounting Numbers Retail 46

PYMNTS

DECEMBER 20, 2017

As Eide noted, there is not an abundant number of Cole-compliant financial institutions operating in the U.S. – Those few work hard to be very transparent about their services with regulators, but do not heavily market them otherwise, “because they can quickly be overwhelmed with requests for service,” Eide explained.

Concentration 47

Concentration Accounting Banking Currencies 47

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?

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

FEBRUARY 5, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Marketing 130

Marketing Investments Auditing Restructuring 130

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? They react to markets.

Mergers and Acquisitions (M&A) 61

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

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MAY 8, 2017

Despite the robust job numbers reported last week by the U.S. 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. Department of Labor, retail employment remains in a deep funk, accounting for only 2.8

Retail 49

Retail Profit and Loss Sales Manufacturing 49

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. Is it just the size of the US market? I think it was a great training. I think we learned a lot. And so on and so forth.

Investments 57

Investments Banking Entertainment Valuation 57

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. It’s mark to market. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

AUGUST 16, 2022

It was an era where, you know, first of all, the markets were really inefficient, right? TROPIN: So it was very fertile to do what we do because markets moved a lot. Commodity markets were moving a lot. It’s much better to be involved in trend following when markets are moving. That’s the equity markets.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

APRIL 4, 2023

Ken was there at the beginning of the private credit markets when he was working at Drexel. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. PE, at that point, was really just developing in the middle market.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record.

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

OCTOBER 9, 2017

That market power gave the merchant guilds who organized trade inside the Bazaar license to set the rules of engagement for the merchants who wanted to be part of it. Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. That worked well. Until it didn’t.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

That market power gave the merchant guilds who organized trade inside the Bazaar license to set the rules of engagement for the merchants who wanted to be part of it. Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. That worked well. Until it didn’t.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. That’s right.

Marketing 61

Marketing Leadership Finance Investments 61

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130