Future CFO

JUNE 2, 2024

The notion of ‘super-accountants’ leveraging AI to cover more areas in multiple fields with fewer resources is also exciting." "For For example, with financial analyses and forecasts more easily performed with AI augmentation, the Chief Financial Officer (CFO)’s role may no longer be concentrated on financial numbers alone.

Finance 52

Finance Concentration CFO Auditing 52

Global Finance

OCTOBER 11, 2024

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. Through its prudent lending approach, robust risk management, and geographic diversification, the bank nearly doubled its deposits to 17.36

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

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. Perhaps most important to CTBC, though, is the use of AI in compliance management.

Startups 52

Startups Banking Compliance Investments 52

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. It involves streamlining processes, reducing waste, improving supply chain management, and leveraging technology to automate and improve operations.

Planning 52

Planning Prioritization Concentration Compliance 52

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Marketing 122

Barry Ritholtz

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. You need the lower leverage than you used to need before.

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

DECEMBER 19, 2023

And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. What’s it like managing all those people and, and that degree of growth? You don’t take that approach.

Healthcare 64

Healthcare Investments Construction Concentration 64

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” You’re obtaining clients. Matthew: Exactly. We have the ACHs?

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: … risk management. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. I mean, I do think there is a market for leverage and inverse ETFs out there. You also have an S&P 500 Covered Call.

Investments 64

Investments Marketing Numbers Risk Management 64

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. Farhaan: Sure. Farhaan: Sure.

Leadership 52

Leadership CFO Accounting Finance 52

Barry Ritholtz

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses. RITHOLTZ: Tell us.

Investments 59

Investments Numbers Risk Management Concentration 59

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.” That’s basically what it is. Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

CFO Talks

NOVEMBER 1, 2024

Risk Management: A CFO must identify potential risks and ensure robust internal controls are in place to safeguard the organization. These skills, combined with practical experience and mentorship, will position a newly qualified accountant on a successful path toward the CFO role.

Prioritization 98

Prioritization CFO Leadership Communication 98

Barry Ritholtz

NOVEMBER 4, 2024

And having gone into biotech early and then tech enabled, you know, software using, you know, leveraging the internet in healthcare early, I just felt like payments and FinTech, I wanted to be early. And it could be 00:45:50 [Speaker Changed] Feed Eye focuses on risk management and and combating fraud.

Healthcare 52

Healthcare Investments Numbers Marketing 52