CFO Talks

MARCH 14, 2024

Construct Reliable Control Systems: Ensuring the integrity of financial systems and controls is crucial. Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

CFA Institute

DECEMBER 17, 2021

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

Communication 65

Communication Investments Construction Risk Management 65

PYMNTS

APRIL 15, 2020

Banks are adapting to the risk management realities and complexities, while also evolving in real time toward a demanding future. It will be a future, they both noted, where risk management paradigms must be designed to behave more flexibly and holistically. Powering A Fast Pivot. The New Normal.

Risk Management 80

Risk Management Construction Securities Banking 80

PYMNTS

JANUARY 26, 2021

The Ledgermatic program is built on Confidential Computing platforms produced by IBM Cloud Hyper Protect, according to the release, and will work to connect CFOS and treasurers with a set of digital asset-denominated financial products and risk management tools.

Treasury 52

Treasury Construction Risk Management Finance 52

PYMNTS

AUGUST 17, 2018

Now the challenge is to bring digital, efficient forms of payments, and associated risk management, to one of the oldest industries in the world, one that predates recorded history. A lot of them do not have experience with risk management strategies,” Matheson said. Still Some Paper.

Risk Management 40

Risk Management Foreign Exchange Manufacturing Currencies 40

CFO Share

AUGUST 8, 2023

Risk management and cost savings demand investing in a professional and reliable fractional CFO. A less expensive CFO might seem like a good deal until they create costly errors, financial missteps, or compliance issues that can wreak havoc on your company’s finances. A professional CFO will ask you for feedback proactively.

CFO 40

CFO Compliance Communication Construction 40

CFA Institute

DECEMBER 16, 2019

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.

Investments 52

Investments Construction Performance Measuring Risk Management 52

Finvisage

JANUARY 2, 2020

Today corporates all around the world extensively engage themselves in Financial Risk Management processes to mitigate their exposure to adverse consequences resulting from threats and uncertainties; TCI is one such process. increase which was followed by the construction industry at 1.2% Introduction. from 45 last month.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

Future CFO

AUGUST 19, 2021

Intelligent automation is least used in risk management (24%), tax (20%), and treasury (14%). The experience will build familiarity and confidence in intelligent automation, paving the way for more complex solutions to be adopted in other functions such as risk management, tax and treasury, ISCA added. Efficiency.

Accounts Payable 40

Accounts Payable Treasury Risk Management Finance 40

PYMNTS

JANUARY 3, 2019

All big jobs require big mindsets, and, according to Baich, the tools for that big mindset — for big risk management — are already in place. For instance, “every day, a financial institution is granting credit, taking a risk” with every new loan, he said. Collaboration is also vital.

Risk Management 67

Risk Management Prioritization Securities Construction 67

Future CFO

AUGUST 5, 2020

In addition, overseas engineering, procurement and construction (EPC) continue to develop steadily, said EY. Other key sectors include TMT and financial services, EY noted, adding that deal volume in financial services sector doubled YOY, among which 40% of the deals were in Asia. YOY to US$107.2 billion, down 13.8% YOY, the firm added.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Investments Construction Valuation 40

PYMNTS

JANUARY 11, 2018

That category, according to Burnside, contains about 145 million consumers – who, he noted, have very particular points of need where underwriting and risk management capabilities are severely underdeveloped. Breaking New Ground. .

Risk Management 43

Risk Management Finance Sales Construction 43

PYMNTS

OCTOBER 14, 2016

One firm, IdentityMind Global, provides real-time risk management and fraud prevention through “digital identities,” collecting data across dozens of parameters and separating the financial ecosystem into good actors — those deserving of trust (and completed transactions) — and, well, bad actors.

Construction 75

Construction Risk Management Securities Accounting 75

PYMNTS

NOVEMBER 19, 2019

Among the biggest debates is how to construct and operate the best card program possible – a decision that served as the foundation for a new PYMNTS interview with Jim Geeslin, head of strategy for Elan Financial Services , an agent credit card issuer. “The Do FIs want to navigate card programs through that?”.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Compliance Construction Credit Risk 56

PYMNTS

MARCH 8, 2018

Credit underwriting is more reliant than ever on Big Data, and one of the industries in which this is most pronounced is the construction industry. Lenders have to mitigate risk on complicated building projects with lengthy timelines and a crowded supply chain that stretches far beyond the direct borrower. It doesn’t matter.

Construction 40

Construction Benchmarking Technology B2B 40

The Finance Weekly

DECEMBER 9, 2021

Establish driver assumptions: Well-constructed scenario planning models identify an organization’s key business drivers. Even when constructing scenarios, it is easy to be trapped by the past. Finance leaders can layer different initiatives or combinations of initiatives on top of a baseline to gauge their combined impacts.

Risk Management 52

Risk Management Planning Construction Leadership 52

PYMNTS

AUGUST 28, 2018

Others, like KeyCorp CEO Beth Mooney noted that the business environment had finally become “constructive” after a few years of lagging in that regard, which, in turn, has finally boosted enough confidence for small businesses and large enterprises to really begin investing in expansion. Bancorp , the largest regional bank in the U.S.,

Forecasting 40

Forecasting Banking Construction Economics 40

PYMNTS

JULY 16, 2018

Customers, for example, can use the platform’s tools to construct a CD ladder to benefit from higher, longer-term rates without the hassle of locking all of their money up for the entire duration. The industry is seeing a renewed interest in CDs as consumers turn their attention to digital-savings’ products,” Rosenfeld said.

Banking 40

Banking Construction Retail Education 40

PYMNTS

OCTOBER 31, 2016

D Analytics, a consumer risk management company, released research last week that indicates six out of ten millennials declined for credit are not seen applying again for at least 12 months. And then there is Prime — the membership program that launched scores of imitators — and which is apparently costing Amazon a bundle.

Profit and Loss 43

Profit and Loss Construction Credit Risk Risk Management 43

PYMNTS

JULY 27, 2016

Most tellingly, though, is that inventory is being moved out of backrooms and onto store floors to maximize selling space — even if new displays and shelving needs to be constructed to hold it.

Entertainment 40

Entertainment Restructuring Construction Retail 40

CFA Institute

DECEMBER 19, 2022

How can we identify and measure a portfolio's benchmark misfit risk?

Benchmarking 96

Benchmarking Performance Measuring Risk Management Construction 96

Barry Ritholtz

DECEMBER 19, 2023

00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing. 00:19:58 [Speaker Changed] It really comes down to our portfolio construction. What do you do in terms of risk management?

Healthcare 60

Healthcare Investments Construction Concentration 60

PYMNTS

MAY 2, 2016

IoT security tools will be key for corporates as machinery and other aspects of the supply chain become IoT-enabled, like commercial aircraft, freight, farming and construction equipment, researchers found. That represents a 23.7 percent increase from 2015, and the numbers are only expected to rise.

Invoicing 41

Invoicing B2B Securities Prioritization 41

PYMNTS

OCTOBER 1, 2018

The investigation also discovered irregularities with asset management arm LC Advisors (LCA), a sub-unit of the company dedicated to using loans to construct funds for investors. Those two things were enough to end Laplanche’s tenure at LendingClub, and he agreed to step down three days after the news emerged.

Valuation 54

Valuation Startups Banking CFO 54

Future CFO

MAY 18, 2023

Survey respondents believed cyber risks to have the most profound effect on supply chains, rated by 34% as a high impact and 54% as medium. Sustainability: 83% of respondents agreed that sustainability of supply chain is a key goal in risk management. 58% plan to make significant changes over the next two years.

Construction 52

Construction Economics Risk Management Manufacturing 52

PYMNTS

DECEMBER 16, 2019

Homes all over the world are getting smarter, as new construction incorporates smart elements into the building process, and homeowners install doorbells, light fixtures and other “smart” devices linked to a virtual assistant as they upgrade and remodel their residences. Today, a little more than a quarter of U.S.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

Homes all over the world are getting smarter, as new construction incorporates smart elements into the building process, and homeowners install doorbells, light fixtures and other “smart” devices linked to a virtual assistant as they upgrade and remodel their residences. Today, a little more than a quarter of U.S.

Banking 69

Banking Accounting Leverage Advertising 69

PYMNTS

JANUARY 12, 2017

McShirley pointed out that linked2pay offers a bank platform with a built-in registration for merchants that helps banks review the compliance, security and fraud aspects to help institutions construct a profile of potential new clients and better understand their risks.

Banking 41

Banking Risk Management Construction Compliance 41

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. But as you said, at Soros, it was all about big macro bets.

Investments 64

Investments Marketing Economics Risk Management 64

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

JUNE 21, 2019

As Bajaj said, these tech-savvy upstarts have relatively less experience in navigating regulatory requirements at the national or even local levels, and they certainly have less experience in risk management. Bringing AI Into The Picture.

Accounting 43

Accounting Risk Analysis Leverage Construction 43

PYMNTS

JUNE 4, 2017

But, noted Edwards, disbursement platforms, coupled with, say, image capture, can help streamline the process between incurring an expense and getting paid for it.

Construction 41

Construction Accounting Risk Management Compliance 41

Barry Ritholtz

OCTOBER 19, 2022

They’ll construct the portfolio. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. And they bring a lot of value, right? They’ll do tax planning, right? So the harvest losses to offset future gains.

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them. I said great.

Investments 60

Investments Finance Construction Technology 60

Barry Ritholtz

MARCH 5, 2024

How does this affect how you think about putting portfolios together, constructing portfolios? And our final question, what do you know about the world of investing of credit, of risk management today that you wish you knew when you were first getting started 30 years or so ago? 00:46:23 [Speaker Changed] Huh, interesting.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. You still had 2012 to 2017 to finish the bet.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52