Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 96

Concentration Restructuring Planning Leverage 96

Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. So we did foreclosures, we did restructurings, we did equity kickers, and we pulled up some of these loans into CMBS deals and sold them, sold them through Wall Street. And you know, we’re a, we’re a concentrated manager.

Concentration 52

Concentration Investments Benchmarking CFO 52

Musings on Markets

AUGUST 19, 2024

In the mature phase, you will see earnings multiples become more widely used, with equity versions (like PE) in peer groups where leverage is similar across companies, and enterprise value versions (EV to EBITDA) in peer groups, where leverage is different across companies.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

PYMNTS

NOVEMBER 26, 2018

Field also noted that traffic on Thanksgiving Day was actually up – but that the activity was observed in “ a very concentrated time frame from when that store opens until basically all of those hot commodity items are gone.”. In 2017, for example, visits to physical stores Thanksgiving Day and Black Friday were down 1.6

Concentration 40

Concentration Sales Restructuring Leverage 40

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. You need the lower leverage than you used to need before.

Investments 69

Investments Marketing Risk Management Economics 69

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.” Cean: Yeah. We met at an insurance agency.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. So as the market and the industry restructure, we’ll certainly be very opportunistic. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. I think we learned a lot.

Investments 59

Investments Banking Entertainment Marketing 59