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. The second benefit is improved risk management.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. ” Matthew: It’s very risk management based. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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. I’m just going to do a brief overview of Far haan’s CV.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. What’s it like managing all those people and, and that degree of growth? 00:22:56 [Speaker Changed] Huh?

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? It was actually very interesting because when I looked at the small caps, actually, if you dissect the small caps, you see that the small-cap effect always exists in the smallest of the small caps, and it’s related to default risk.

Investments 65

Investments Marketing Economics Risk Management 65

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 61

Investments Marketing Numbers Risk Management 61