Global Finance

DECEMBER 9, 2024

Global Finance recently sat down with representatives of three financial institutions, including two development banks and one commercial bank, to discuss banking and the role it plays in Africas economic growth. Without attracting more investment and getting fixed capital formation to happen, its just going to be a very difficult situation.

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The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. Investment Evaluation - Assessing mergers, acquisitions, or new projects.

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Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFA Institute

JANUARY 17, 2025

This post explores the intricacies of the equity risk premium, scrutinizes traditional valuation models, and introduces an updated framework to guide strategic decision-making in today’s volatile environment.

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Valuation Economics Investments 52

CFA Institute

NOVEMBER 30, 2023

Rob Price, CFA, is the founder and CIO at Sound Money Capital in Los Angeles, a digital asset manager for HNWs and family offices. Prior to Sound Money, he was the head of asset allocation for South Africa’s largest pension fund -- Alexander Forbes, Mercer's African partner -- between 2016 and 2021.

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Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. As the Federal Reserve embarks on a rate-cutting cycle, we anticipate a gradual decline in US Treasury rates, which could support equity valuations and enhance the appeal of income-oriented strategies.

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Banking Communication Strategic Planning Leverage 52

CFA Institute

AUGUST 10, 2023

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. Fang has worked in quantitative finance since 2009 and specializes in quantitative research, portfolio management, and risk modeling.

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Marketing Valuation Risk Management Investments 52

CFO News

NOVEMBER 5, 2024

India's stock market is experiencing a decline as foreign investors withdraw record funds due to concerns about the slowing post-pandemic economic boom. Despite domestic investments preventing a larger downturn, waning consumer spending and high valuations are causing anxieties.

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Marketing Valuation Economics Investments 40

CFA Institute

MARCH 29, 2024

Craig Hafer is currently the president of Walsky Investment Management, Inc., a registered investment advisory firm that specializes in selecting companies that have a history of dividend growth and have potential to provide good long-term growth.

Valuation 52

Valuation Forecasting Economics Investments 52

Musings on Markets

JANUARY 28, 2025

This year, my caution would be to not read too much, at least in terms of forecasted economic growth, into the flattening or even mildly upward sloping yield curve. Put simply, the more the investing world revolves around FOMC meetings and the smoke signals that come out of them, the less these meetings matter to markets.

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E78 Partners

MARCH 28, 2025

Growth, Operational Efficiency and Margin Improvement: The Profitability Triad In 2025, with economic slowdowns tightening growth, private equity sponsors face extended holding periodsaveraging 6.7 LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR).

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Mergers and Acquisitions (M&A) Prioritization Leadership Healthcare 59

Global Finance

JUNE 9, 2025

Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms. It partners primarily with startups in Series A and Series B rounds of investments—those that have already demonstrated strong market traction and a market fit for their products.

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Startups Banking Compliance Investments 52

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

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Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

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Foreign Exchange Banking Currencies Treasury 96

CFA Institute

APRIL 24, 2025

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. Fang has worked in quantitative finance since 2009 and specializes in quantitative research, portfolio management, and risk modeling.

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Valuation Risk Management Investments Finance 52

CFA Institute

APRIL 3, 2025

Cathy Scott is a director of Research Product and Services and the editor of Enterprising Investor at CFA Institute.

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Valuation Marketing Economics Technology 52

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

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Barry Ritholtz

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing.

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Investments Math Benchmarking Numbers 73

CFA Institute

MARCH 4, 2024

He developed and patented a private equity performance valuation methodology, is a former member of the GIPS Alternative Strategies Working Group at CFA Institute and the author of a Guide on Alternative Investments for CFA Society Italy.

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Valuation Economics Investments Retail 52

Global Finance

DECEMBER 26, 2024

Capital markets have seen a dramatic rise in the valuation of digital currencies over the last couple of months. For example, Norways sovereign fund has become a cryptocurrency market leader by investing in crypto-related businesses. Bitcoin (BTC), for example, the worlds leading alternative cryptocurrency, rose around 150% in 2024.

Banking 72

Banking Currencies Valuation Risk Management 72

CFO Strategic Partners

APRIL 14, 2025

Ultimately, lack of financial know-how can leave you unprepared for shifting economic conditions that could undermine revenue and growth. Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA).

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Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Global Finance

MAY 1, 2025

Mounting recession fears, renewed trade tensions, and shifting political winds are weighing heavily on corporate dealmakers and private equity firmsparticularly in the US, where valuations remain flat. I have been hearing similar comments from my peerssenior investment partners with investment committee responsibilities.

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Mergers and Acquisitions (M&A) Finance Valuation Banking 52

Musings on Markets

FEBRUARY 12, 2025

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective.

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Musings on Markets

FEBRUARY 18, 2025

The second entrepreneur starts business B, again with a $60 million investment up front , and that investment is expected to generate $3 million every year in perpetuity. Even with this very simplistic example, there are useful implications.

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Marketing Profit and Loss Investments Accounting 52

Nerd's Eye View

JULY 2, 2025

From tariffs, a market correction, and an escalating conflict in the Middle East to the dollar reaching a three-year low, the investment landscape presented many reasons for concern. At the same time, fixed-income markets continue to have valuations that look very reasonable, providing a positive balance to diversified portfolios.

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Marketing Valuation Economics Investments 59

CFA Institute

DECEMBER 15, 2023

Mark Schumacher, CFA, is president of Third Day Capital Management, a boutique registered investment adviser in Denver. He manages globally diversified investment portfolios for families and select institutions. Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting.

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

MAY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter.

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Concentration Marketing Data Analysis Valuation 52

Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. Lisa Shalett : Not at all.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you. I got the job.

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Investments Numbers Economics Valuation 57

Barry Ritholtz

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern.

Concentration 52

Concentration Investments Benchmarking CFO 52

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

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Investments Economics Marketing Benchmarking 57

Global Finance

APRIL 5, 2025

Investment bankers hope to keep the momentum going after an active 2024. For the investment banking industry, 2024 was a time of tempered optimism and guarded anticipation. Eventually, interest rates spiked sharply and valuations remained high. Eventually, interest rates spiked sharply and valuations remained high.

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Investments Banking Valuation Finance 52

Global Finance

OCTOBER 29, 2024

Meghan Robson: The economic landscape has been positive and driven credit spreads to multiyear tights. In investment grade bonds, we’re now at spreads of 80 basis points. Robson: We have a modest preference for Europe over the US, given where valuations are. In terms of defensiveness, we like investment grade over high yields.

Economics 98

Economics Leverage Investments Finance 98

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. And it was very formulaic.

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Investments Finance Education Marketing 57

Barry Ritholtz

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

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Economics Finance Manufacturing Banking 101

Musings on Markets

FEBRUARY 6, 2025

Continuing a trend that has stretched over the last two decades, investors who tried to globally diversify in 2024 underperformed investors who stayed invested only in the United States. I am no expert on exchange rates, but learning to deal with different currencies in valuation is a prerequisite to valuing companies.

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Currencies Marketing Construction Treasury 69

Barry Ritholtz

MARCH 25, 2025

And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. Valuations tended to crash and burn very, very cheap valuations tended to do well. So, the reason I am an economics, I have a degree in economics.

Investments 57

Investments Numbers CFO Marketing 57

Barry Ritholtz

MAY 6, 2025

How did it shape how you look at the world of investing? I actually created a statistic that Gerber statistic that helps to understand diversification between our deal codes, between our investment positions. So let me give you an opportunity to update your 2021 piece in investing. He said that is in accordance with his system.

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Profit and Loss Risk Management Marketing Banking 57