The Finance Weekly

NOVEMBER 20, 2023

Equipped with precise forecasts and AI-driven insights, leaders in financial planning and analysis (FP&A) can: Base decisions on data Establish achievable financial objectives Adapt resource distribution Assess investment possibilities 4. Additionally, PWC recently invested 1 billion dollars in Generative AI.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

CFO Talks

JUNE 7, 2022

Competencies include: Working knowledge of risk management, budget, and forecasting tools. Investment and credit risk knowledge. Treasury and investment management. Information quality and control rationalisation are top-of-mind issues for the Steward. Accounting knowledge (IFRS and taxation). Project management.

CFO 52

CFO IFRS Leadership Risk Management 52

PYMNTS

APRIL 2, 2020

billion by 2025, with banks of all sizes leveraging such capabilities. It is key to risk management functions, which entail assessing the likelihood that any given transaction could be fraudulent or present a credit risk. Bank of America (BoA) is one notable success story in the field of analytical risk assessment.

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

FEBRUARY 3, 2020

Loans were primarily issued to SMB merchants that sell on the site, and bank partnerships were leveraged in some foreign markets. Goldman is transitioning from trading and investment banking to a comprehensive financial services group. Recent consumer undertakings were lower than 3 percent of 2019 revenue.

Credit Risk 52

Credit Risk Leverage Banking eCommerce 52

Barry Ritholtz

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

PYMNTS

OCTOBER 12, 2018

Nubank : Gets a $180 million investment from Tencent, which brings Tencent into the Latin American market and also makes Nubank among the most highly valued startups in the region. Wall Street also is raising concerns over credit risk as the firm branches out into consumer-facing installment loans.

Advertising 42

Advertising Credit Risk Startups Budgeting 42

PYMNTS

NOVEMBER 22, 2019

The gap can be explained by the fact that private firms have been able to take on debt, and at higher rates (due to higher risk) than has been seen with public firms. This means future investments could be curtailed. High leverage and riskier debt, amid trade and currency risks, makes for a dangerous mix.

Benchmarking 43

Benchmarking Restructuring Leverage Currencies 43

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

OCTOBER 17, 2016

On pace to more than triple its year-over-year loan volume, Affirm will leverage the facility to continue its expansion of consumer-friendly point-of-sale financing at leading online and offline retailers, the company said in a press release.

Credit Risk 51

Credit Risk Risk Management Leverage Finance 51

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

PYMNTS

SEPTEMBER 27, 2019

And if you ask why aren’t Apple or Google or Amazon or Samsung offering faster payments , it’s because they have the leverage in the market not to have to,” Reinsch said. They are a very low credit risk — if a developer has an invoice from them, Qwil can be confident it is going to get paid.

Invoicing 65

Invoicing Advertising Credit Risk Finance 65

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Banking Economics Construction 52

PYMNTS

AUGUST 8, 2017

According to Batine, the fund is particularly seeking out products that are leveraging Big Data for alt lending credit scoring models, as well as solutions that leverage machine learning and artificial intelligence in building those solutions. “ID

Finance 42

Finance Leverage Credit Risk Marketing 42

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. BITTERLY MICHELL: … risk management.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57