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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. Furthermore, comprehensive financial education supports investment strategies aligned with short-, medium-, and long-term objectives, including retirement planning, thereby facilitating construction of a robust financial plan.

Banking 115
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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

For example, we recently funded the construction of an emergency wing at a local hospital, ensuring it can serve the community for years to come. Our environmental efforts include supporting World Environment Day, rehabilitating mangroves, and engaging with government projects to improve local ecosystems.

Finance 98
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GCC’s Balancing Act Amid US-China Tensions

Global Finance

In the same vein, it is nave of the US to expect the Gulf to fully distance itself from China and other Asian nations as cooperation runs wide and deep, especially in the massive regional construction market, says Junaid Ansari, director of investment strategy and research at Kuwait-based Kamco Invest.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. They were so poorly constructed, they were destined to fail. So this is how we’re able to focus on meaningful relationships within the market.

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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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10 Thursday AM Reads

Barry Ritholtz

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. The post 10 Thursday AM Reads appeared first on The Big Picture.

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How You Measure Your Business Matters

VCFO

Properly channeled, even anger and frustration can be constructive. To what extent am I navigating by intuition and feeling as opposed to a well-formed strategic plan? That’s not to say though that emotions are all bad. Excitement, passion, and genuine care for others are typically positive and needed attributes in business.