Barry Ritholtz

SEPTEMBER 19, 2022

? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Valuation Investments Marketing Technology 122

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client).

Planning 75

Planning Leverage Technology Investments 75

Tips Watch

SEPTEMBER 19, 2022

Have you given up on longer-term Treasurys? It’s time to get back in the game. By David Enna, Tipswatch.

Treasury 70

Treasury Investments 70

CFO Share

SEPTEMBER 19, 2022

The threat of a recession in 2023 could make you reluctant to take on new contractor expenses but engaging a Fractional CFO should be one major exception. You are missing an essential skill set for navigating a recession if your small business does not have a professional financial expert on your team. Not sure if a fractional CFO is the right hire for your business?

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CFO Restructuring Forecasting Budgeting 52

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

Corporate Finance

Financial Analyst Insider

SEPTEMBER 19, 2022

Virtual data rooms allow the secure exchange of important financial or legal documents and confidential client information. VDR provides safe access to documents for authorized. The post Data Rooms Are Your Secret Weapon for Any Businesses on the Move. What’s the Catch? appeared first on Financial Analyst Insider.

Financial Analyst 52

Financial Analyst Securities Technology 52

Financial Analyst Insider

SEPTEMBER 19, 2022

A portfolio could be a collection (or group) of financial instruments formed by an investor. When an investor develops a portfolio, attention should be paid. The post Building a Successful Investment Portfolio: Financial Tips to Help You appeared first on Financial Analyst Insider.

Investments 52

Investments Financial Analyst 52

Strategic Treasurer

SEPTEMBER 19, 2022

Episode 219. The Strategic Treasurer Series: Mastering the Operational Role (Part 3). Our previous episode on treasury roles covered the differences between the strategic and operational roles. Today, we will continue the discussion by looking at mastering the operations side. Your daily operational responsibilities are the financial backbone of your business.

Treasury 52

Treasury Securities Technology 52

The Reformed Broker

SEPTEMBER 19, 2022

TONIGHT AT 5:30PM EST! Michael Lombardi joins Michael Batnick and I on a special episode of Live from The Compound! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. He also has a top-ten sports podcast, GM Shuffle, on the Ringer podcast network.

Marketing 52

Marketing 52

Strategic Treasurer

SEPTEMBER 19, 2022

Session 70. Coffee Break Session: What Is Fund Investing? What is fund investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to talk about fund investing. They discuss the various types of funds someone can invest in, the differences between those types, who uses the funds, and the risk considerations.

Investments 52

Investments Treasury Risk Management Finance 52

Speaker: Claire Grosjean

In today’s fast-paced business environment, finance professionals are under increasing pressure to optimize operations and drive strategic value. As a result, automation has become a core part of business strategy, offering unprecedented opportunities to streamline operations and drive efficiency. Join esteemed global finance and operations executive, Claire Grosjean, for a comprehensive guide on how to harness automation’s power through strategic collaboration with functional leaders.

Finance

Future CFO

SEPTEMBER 19, 2022

Talent hiring and retention is the toughest among the top challenges for CFOs over the next 12 months, said Gartner recently. The tight labour market is part of a trifecta of factors including persistent inflation and supply chain disruptions that are set to continue challenging corporate profitability through 2023, the advisory firm noted. Gartner said it polled 234 finance leaders in July 2022 to identify the top challenges for CFOs over the next 12 months. .

Forecasting 52

Forecasting Finance Investments Marketing 52

Proformative

SEPTEMBER 19, 2022

Our customer is paying partially for an asset we will own. Should I record the v.

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Future CFO

SEPTEMBER 19, 2022

Inflation has taken hold globally and won’t loosen its grip anytime soon. Mike Ward, Global head of advisory, Grant Thornton International Limited outlines one of the biggest challenges facing mid-market businesses. He also provides seven key actions businesses need to take now to deal with this threat. The post Seven key actions businesses need to take now to deal with inflation appeared first on FutureCFO.

Marketing 52

Marketing 52

Barry Ritholtz

SEPTEMBER 19, 2022

How would you like to buy a Rolex — brand new, with papers and box — for MSRP? Prices have skyrocketed for used timepieces, and it would be perfect to nab that Daytona or Batman you have been eyeballing all pandemic for a reasonable amount of cash. Watch Rapport (link omitted on purpose) has every Rollie for sale up for pre-order at MSRP.

Finance 132

Finance Economics Sales Retail 132

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CFO

Barry Ritholtz

SEPTEMBER 19, 2022

My back-to-work morning train WFH reads: • Most pros can’t beat the market : 2021 is the 13th consecutive years in which the majority of fund managers in this category have lagged the index. ( TKer ). • The 55-and-Older Labor Market Exodus Is a Statistical Mirage People in their late 50s and early 60s haven’t stopped working, and for those over 65, workforce participation declines have been smaller than generally portrayed. ( Bloomberg ) see also Quiet Quitting Is a Fake Trend : What peopl

Sales 119

Sales Numbers Marketing 119

Barry Ritholtz

SEPTEMBER 19, 2022

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Slow-Motion Coup Mark Danner What has Donald Trump taken from our democracy? Donald J. Trump’s essential advantage is to be always underestimated: treated as a narcissistic fop, a deranged and ignorant bull in the china shop of American governance. True, he flaunts his narcissism and mythomania with petulant and unflagging pride.

Economics 119

Economics Sales Investments Marketing 119