CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. ” Matthew: It’s very risk management based. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

JUNE 14, 2017

Online fraud is no small problem for merchants, but a significant number of retailers do not spend enough time on the dual goals of streamlining the consumer data experience while weeding out possible fraudulent transactions. We aim to be a “one-stop shop” for our clients’ payments and risk management needs.

Retail 58

Retail Accounting eCommerce Securities 58

Finvisage

FEBRUARY 7, 2021

Thats why I say this is also very educational. It was going to leverage on its legacy business and cut costs there. Well,you are used to seeing implied vol number ranging between 5% and 40% from FX to oil. The lowest the price can go is zero. But there is no ceiling to how high it can go. It isn’t illegal in the US.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

Future CFO

MAY 17, 2021

The organisation’s data management journey has continuously evolved, and the Department has been working with government agencies to strengthen risk management practices. What started off as an attempt to help finance teams analyse transactions led to ‘interesting’ reports getting churned out. Loh Teng Joo.

Auditing 52

Auditing Pharmaceutical Finance Transportation 52

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 61

Investments Marketing Numbers Risk Management 61

PYMNTS

MAY 5, 2017

The compromised Sabre system reports offering seamless connectivity to over 120 property management, 7 revenue management, 7 CRM and 18 content management solutions according to the company’s website. Jeff Hill, Director of Product Management at third-party risk management solutions provider Prevalent, Inc.

Securities 45

Securities Leverage Entertainment Auditing 45

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: … risk management. And so, it’s a little bit of an educational process, but …. BITTERLY MICHELL: … was — no, no.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

Investments 61

Investments Finance Construction Technology 61

CFO News Room

NOVEMBER 1, 2022

And when you’re doing hundreds of clients a year, and mostly in the Seattle area, I guess, eventually, a very large number of the expenses are kind of consistent and start repeating after a while. College planning, retirement planning, investment planning, risk management planning, long-term disability, life insurance.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. RITHOLTZ: There’s safety in numbers.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. And, and as a result, there is a, a condition where there’s risks and opportunities in the current market. Crazy number. That’s an example.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

APRIL 18, 2023

I mean, there have been leveraged loans and high yield bonds since the 1980s. You get paid for the incremental risk that you’re taking in a more leveraged capital structure. BARATTA: They had bought a bunch of educational publishing assets, including U.S. We find great management teams. RITHOLTZ: Sure.

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. You’re actually crunching a lot of numbers. It’s great to be here. What does that mean?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57