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At the Money: Are Hedge Fund Right For You? (February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Are all answered in our conversation.
In the The Mentoring Round , Bill Korn, Strategic Board Advisor and CFO-Emeritus, shares his expertise on M&A strategy. With 24 acquisitions under his belt, Korn emphasizes that the key to long-term value isnt just executionits having the right strategic fit. He recounts bold moves, including acquiring companies larger than his own, and reveals how calculated risks, financial discipline, and vision can turn acquisitions into transformative growth opportunities. 1068: The CFO Advantage in the
The accountancy profession is at a pivotal crossroads as it grapples with significant challenges going forward, with technological advancements and shifting workforce dynamics in the driver's seat. As artificial intelligence (AI) increasingly permeates the financial landscape, job displacement concerns loom. Yet, rather than replacing accountants, AI redefines their roles, allowing them to focus on strategic decision-making and value creation.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses. However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.
How to Create Accurate Budgets for Business Units Budgeting is one of the most important things a business can do to stay financially healthy. A good budget helps a company plan its spending, control costs, and make smart decisions. But creating a budget that works takes more than just guessing how much money will come in and go out. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track.
How to Create Accurate Budgets for Business Units Budgeting is one of the most important things a business can do to stay financially healthy. A good budget helps a company plan its spending, control costs, and make smart decisions. But creating a budget that works takes more than just guessing how much money will come in and go out. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track.
As businesses scale, the complexity of financial management inevitably increases. Whether it’s expanding into new markets, launching new products, or simply managing a growing workforce, the financial challenges multiply. That’s where CFO (Chief Financial Officer) services come in. While many businesses, especially small to mid-sized companies, may not have the resources to hire a full-time […] The post How CFO Services Can Help Manage Business Growth appeared first on Capital
The alternative investment management business is highly competitive, as managers compete for institutional investors capital allocations. Managers not only compete on investment track records and strategies for driving alpha, they also compete on the strength and reliability of back- and middle-office operations. In fact, 48% of private fund CFOs have reported increased interest from LPs in their back-office operations over the past three years, with 13% noting this increase was significant ( P
Supply chain finance boosts resilience, liquidity, and ESG goals amid deglobalization and technological shifts. As the world edges toward an age of deglobalization, supply chain finance (SCF) is increasingly seen as a powerful tool for enhancing supply chains resilience and flexibility. The knock-on effects of supply chain uncertainties caused by geopolitical tensions and regional conflicts demand that businesses adopt flexible financing structures able to absorb shocks and mitigate risk.
With the recent issuance of OMB (Office of Management and Budget) Memorandum M-25-13 calling for the pausing of financial assistance for programs and activities implicated by the Presidents DEI-focused Executive Order ( E.O. 14151 ), many nonprofits are trying to evaluate the financial impact that may result. While all of this may end up in court, or require additional legislative action, nonprofit organizations that rely on federal funding would be wise to take proactive steps now to assess and
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
Growing consumer products companies need a backend system that will grow with them. Whether a manufacturer, a distributor, or a seller of consumer products, continued growth requires workflows and backend infrastructure that can scale and meet the needs of the business both today and tomorrow. If a consumer products business is struggling with complexity, data silos, or IT systems limitations, it is time to consider an ERP solution such as SAP S/4HANA Cloud Public Edition.
The sales occurred after board members, including Kimbal Musk, agreed to pay a collective $919 million back to the EV maker to settle claims of excessive compensation last month.
President Recep Tayyip Erdogans ambitious dreams include building Turkey from regional economic centre into global economic powerhouse and boosting it from the worlds sixteenth largest economy into the top 10. In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances.
Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. When youre in a small team, Maza tells us, you end up doing everything, and thats where the agility mindset really takes root.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Among the many advantages of moving to SAP Cloud Public or Private Edition is greater ability to leverage a fit-to-standard approach that optimizes performance, maintainability, and scalability, while reducing cost and complexity. This is supported by the Clean Core concept that establishes a standardized software environment and minimizes customization.
Richard Galanti retired from the warehouse club on Jan. 30, after pivoting to an advisory role following his departure from the CFO seat he held for roughly four decades.
Indonesia is attracting foreign investors with its growing middle class, young demographics, and abundant resources. The newly-admitted member of the BRICS bloc of developing economies presents companies with a stable alternative to China, low tariffs to the 677 million people of the Association of Southeast Asian Nations (ASEAN) and a 25-year history of democratic transition.
Welcome everyone! Welcome to the 423rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cristina Livadary. Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
In a detailed analysis, Robin Banerjee, a seasoned finance expert evaluates India's recent Union Budget 25-26, identifying critical steps to tackle slowing GDP growth, inflation, and employment challenges. While some initiatives show promise, can India truly accelerate its economic growth and transform its fiscal landscape in the coming years? Dive into Banerjee's insightful review to explore the budget's potential and limitations.
CFOs are feeling more upbeat about economic prospects following the U.S. election, but still face uncertainty when it comes to tax or regulatory policy shifts.
In hindsight, summer 2001 was a precarious time to launch an annual ranking of the worlds Best Trade Finance Banks. Just months later, the 9/11 attacks would destroy New Yorks World Trade Center, triggering a global economic slowdown. Air travel ground to a halt, ports closed, and borders tightenedbringing international trade to a near standstill. The organizations covered in Global Finances first listing would face economic upheavals in the coming decades: among them, the 2008 global financial
The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervous with their own set of concerns – how to present themselves to the advisor, what questions to ask, and how to explain their issu
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. Sahil spent seven years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division 1 baseball.
Since January 2023, Boudewijn van Schak has been CFO of Amsterdam-based Avantium. Listed on Euronext, the chemicals company develops and commercializes technologies that produce materials from sustainable carbon feedstocks. Among its innovations: a process for converting plant-based sugars into furandicarboxylic acid (FDCA), a key building block of sustainable plastic.
Private equity investments come with great potential but also inherent risks. A robust due diligence process is essential to make informed decisions and optimize value. For private equity firms, understanding the ins and outs of due diligence can be the key to a successful transaction. In this blog, E78 explores the key considerations for due diligence in private equity, breaks down the four Ps of due diligence, and provides a private equity due diligence guide.
“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.
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