CFO Talks

FEBRUARY 10, 2023

The rationale being a lower corporate tax burden for businesses will enable them to invest and grow in their businesses. This results in greater profitability and subsequently increased employment. Correctly managed and implemented, this would more than likely replace the short-term loss on corporate taxes.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Executive Summary. Guest Contributor.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

DECEMBER 10, 2022

The door was now open to federal “investments” in roads, canals, railroads, and other internal improvements. When good-quality roads became commercially important, profit-seeking firms were there to provide them. Jefferson went along eagerly, his former strict constructionism forgotten.

Construction 130

Construction Profit and Loss Economics Treasury 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. NPOs should track all donations, grants, and investments made to their organization to make sure they are properly accounted for.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

PYMNTS

SEPTEMBER 24, 2019

Which is why, Visa Senior Director of Social Impact Hugh Norton told PYMNTS, Visa is hoping to boost those odds of success starting today — with the launch of Practical Business Skills , Visa’s first-ever one-stop educational portal for small business owners.

Education 61

Education Profit and Loss Budgeting Planning 61

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. Why a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. People may not even really understood that they own the company, you know, by investing in the funds in the company. My special guest this week is Tom Rampulla.

Investments 111

Investments Profit and Loss Education Advertising 111

Finvisage

FEBRUARY 7, 2021

Thats why I say this is also very educational. Derivative contracts make it possible to multiply the impact of the short making it possible to profit from a short position larger than the actual shares borrowed. During the pandemic and lockdowns, with people stuck at home and schools closed, wasn’t a gaming company due to make profit?

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

CFO Share

SEPTEMBER 29, 2021

Don’t get me wrong – employee satisfaction definitely affects profits. Productivity is the net of all efficiency gains and losses. Conclusion: Work from Home is 4x More Profitable than Hybrid Working. As a growing business, we face increasing investments in desks and other office facilities as the work from office team expands.

Profit and Loss 59

Profit and Loss Financial Analysis CFO Finance 59

Future CFO

DECEMBER 18, 2020

There has been increased demand over the loss and alternative risk share structures in the multi debtor space, a trend we expect to see continue beyond the crises. Singapore is geographically well-positioned, has a well-educated labour resource and excellent logistical capability to position it for commodity trading business.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

NOVEMBER 8, 2019

The problem with large investments – the type that run into the billions of dollars – is that just as gains can be astronomical, the losses can be devastating. Promises to disrupt the way business has always been done are exciting, yes, but profits matter. Emily Dickinson once wrote that “hope is the thing with feathers.”

Profit and Loss 40

Profit and Loss Valuation Education Currencies 40

Barry Ritholtz

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. What led you into that field of study in the world of investing? They had the access to loss and excel really. And I think that’s a loss. You’re known as the dean of valuation.

Valuation 115

Valuation Education Finance Numbers 115

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. ELLIS: I don’t have to do it.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

PYMNTS

MARCH 21, 2016

Following the release of that film, notes the AP story, demonstrations against the captivity of killer whales contributed to notable dropoffs in attendance at all three SeaWorld parks, as well as the loss of sponsorships. A harsh point — but a fair one.

Entertainment 40

Entertainment Profit and Loss Education Forecasting 40

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Musings on Markets

JANUARY 29, 2021

I don't have an axe to grind in this fight, since I don't own GameStop or care much about hedge funds, but I am interested in how this episode will affect overall markets and whether I need to change the ways in which I invest and trade.

Profit and Loss 52

Profit and Loss Valuation Investments Sales 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. But as new technologies enable more companies to increase efficiency and profits, the pressure to adopt will soon reach a tipping point.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

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. What does that mean?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 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. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

FEBRUARY 4, 2023

However, the net effect is always a shift in the distribution of incomes toward the sectors experiencing the largest price and profit gains, which is why inflation of this type cannot be qualified as “pure.” Further, the shock to the general price level usually dissipates after a certain interval – perhaps normally a few months.

Economics 100

Economics Construction Profit and Loss Marketing 100

PYMNTS

MARCH 1, 2017

billion in losses last year. Grant told PYMNTS that as cybercrime and fraud have become more profitable enterprises, cybercrime has truly become a business — hackers and other criminals are looking for the weakest links in order to get the biggest return on their investment of time and effort.

Accounting 56

Accounting Profit and Loss Securities Investments 56

Barry Ritholtz

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. I’m single.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. It forced us to make some tough choices in that time in some big investments, whether we were building out our advice capabilities and building virtual teams to do it, or you know, tough choices in our retirement business.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

AUGUST 23, 2022

Like investing in this kind of stuff and I had total life saving for the time of $2,000 and I converted my total life savings of $2,000 into Polish zloty, their currency, went down with my translator to the post office and subscribed to the very first privatization in Poland. I want to be investing in this privatization in Eastern Europe.

Investments 126

Investments Math Banking Profit and Loss 126

CFO News Room

DECEMBER 28, 2022

In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to during uncertain times. higher education or deductible medical expenses) or experience certain events (e.g., Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch.

Planning 130

Planning Securities Accounting Tax Planning 130

PYMNTS

FEBRUARY 2, 2017

Before we got into marketplaces, we had three people in risk — now we have 70, in addition to material ongoing financial investments in building and integrating next generation fraud solutions,” he said. “We YapStone lets their clients do that, he noted, which means the payments process goes from being a net loss to a get-profit center.

Profit and Loss 44

Profit and Loss Education Accounting Investments 44

Barry Ritholtz

JULY 18, 2023

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. They really look anywhere and everywhere. I thought this was a fascinating conversation and I think you will also.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. So I think that resiliency piece, never giving up, never giving in, redefining, Barry, success as going from failure to failure without loss of enthusiasm, I think that’s everything.

Economics 57

Economics Education Profit and Loss Banking 57

PYMNTS

JUNE 1, 2017

From that data, it builds predictive AI models whose insights guide carriers to make faster, more educated risk selection and pricing decisions. We started Valen on … two key tenets: our products must provide demonstrable return on investment for our customers and shareholders and have a positive effect on the good of man.

Profit and Loss 40

Profit and Loss Benchmarking Education Technology 40

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

APRIL 2, 2024

But if, if you are freezing that so that the profits are higher for either the corporation or the franchise owner, that’s probably not gonna be spent locally, it’s gonna be saved or invested, but that’ll be elsewhere. So we haven’t really talked about education very much other, other than the whole PC thing.

Healthcare 57

Healthcare Economics Math Education 57

CFO News Room

FEBRUARY 2, 2023

Much of the battle is being fought at the state and local levels, giving an edge to GOP officials such as DeSantis and Youngkin — both potential presidential candidates who recognized the potency of educational issues early on.” • I dread 2024. Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ].

Advertising 130

Advertising Healthcare Profit and Loss Education 130

Barry Ritholtz

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. How did the expertise in ETFs and passive investing come about? Hey, isn’t this wrong, or it just leads to all sorts of fun and interesting places. BALCHUNAS: Sure.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65