Future CFO

FEBRUARY 7, 2024

Global instability and economic uncertainty The geopolitical landscape, marked by conflicts in Ukraine and Israel, remains a significant source of uncertainty heading into 2024. This is coupled with concerns about inflation and the looming possibility of a recession, corporate treasurers face the challenge of navigating macroeconomic risks.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

CFA Institute

DECEMBER 26, 2021

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Performance Measuring 81

Performance Measuring Risk Management Valuation Communication 81

CFA Institute

DECEMBER 2, 2021

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Performance Measuring 79

Performance Measuring Risk Management Valuation Economics 79

Barry Ritholtz

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investments 52

Investments Valuation Math Numbers 52

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 52

Barry Ritholtz

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. What do you do in terms of risk management?

Healthcare 60

Healthcare Investments Construction Concentration 60

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: Right.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

AUGUST 29, 2018

company holding money in euros is at constant risk of losing money: If the FX rate between the euros and the greenback falls, so do their profits. Enter the PYMNTS International Payments Playbook, a collaborative series developed in conjunction with Cambridge Global Payments , that delves into the complexities of managing an FX portfolio.

Currencies 40

Currencies Quantitative Data Valuation Economics 40

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So they’re always making this judgment, will I produce enough cash to, to manage those liabilities? What happened over the last year and a half or so is rates went up and valuations went down.

Mergers and Acquisitions (M&A) 56

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

PYMNTS

FEBRUARY 28, 2019

Businesses that set up operations, raise debt or make investments in other jurisdictions can experience devastating valuation shocks as exchange rates change. Which opportunities can be embraced through prudent FX risk management, and how?

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. We update the expected return and the expected risk inside of eMoney.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Tell us about that.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. What’s the valuation? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. So, it cost the firm $320,000, well worth every penny? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 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. How does this impact global trade and other economic factors?

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You see these things before they start to show up in the economic data. BARATTA: Yeah.

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

NOVEMBER 7, 2023

This, this is true with every pump and up scheme, every pyramid scheme, and it, it comes out in some of the court documents later that in, in some of the corporate Slack accounts, one, one of the people say they should be the director of Ponzi economics. So like no more venture capital, you know, 32 billion valuation.

Numbers 60

Numbers Profit and Loss Banking Finance 60