Bramasol

MARCH 10, 2023

This can help them plan and invest for the long term, rather than relying on variable sales of individual products. This episode in our ongoing series on the Digital Solutions Economy (DSE) provides an overview of how DSE is impacting the electronics industry.

SAP 84

SAP Manufacturing Compliance Leverage 84

PYMNTS

OCTOBER 28, 2020

Panelists included Ariel Cohen , CEO of travel management firm TripActions ; Bob Youakim , CEO of Passport , which focuses on transportation management software; Chris Ward , head of Products and Innovation, Treasury Management at PNC ; and Sunil Sharma , chief technology officer and chief product officer at freight management firm Cargomatic.

B2B 97

B2B Entertainment Transportation Invoicing 97

PYMNTS

MARCH 6, 2020

The big action in corporate spend management is travel and entertainment (T&E), where the 800-pound gorilla has long been Software-as-a-Service (SaaS) goliath, SAP Concur. Now, in the spirit of creative disruption (and seeking a bigger slice of the $2.5 Now, in the spirit of creative disruption (and seeking a bigger slice of the $2.5

SAP 52

SAP Accounts Payable Compliance Entertainment 52

CFO Leadership

AUGUST 12, 2021

She also led the Treasury Tax initiative at Google. She has extensive public speaking, general finance, capital markets, treasury, and tax experience. Indri Ongko, Controller, Western Technology Investment. Indri Ongko, Controller, Western Technology Investment. Joy is very involved in finance outside of her day job.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

CFO News Room

JANUARY 24, 2023

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 103

Investments Marketing Transportation Finance 103

The Finance Weekly

MARCH 1, 2023

Jessica Betjemann | Gogo , Jessica Betjemann has been promoted to the position of CFO at Gogo, an inflight internet and entertainment provider. Prior to that, she held several finance and treasury positions at L Brands. Ryan Clement | SelectQuote SelectQuote has named , Ryan Clement as its new Chief Financial Officer.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

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. Was impeccable, right?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Musings on Markets

JANUARY 8, 2022

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

PYMNTS

JULY 24, 2017

As we’ve said for a while now, we expect the large and global client segment to remain slower growth rates as corporations look to manage their travel and entertainment expenses,” he said. According to CEO Jeff Campbell, larger corporates saw slower spending increases than their smaller business peers. “As Fifth Third Bancorp.

B2B 46

B2B SAP Profit and Loss Forecasting 46

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 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

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Banking Economics Construction 52

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

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Things get worse at one of the companies that I’ve invested in.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

Investments 114

Investments Marketing Numbers Entertainment 114

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And Steven Mnuchin, the Treasury Secretary, stands up and says, “You guys, you’re looking at the wrong thing. And so the key components of any investment are like thesis, expression, and timing, right?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

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. RITHOLTZ: And those were Treasuries. TROPIN: Right. TROPIN: Yeah.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. LINDZON: So now the one lucky investment that I made, and it was a dumb investment, much like the dumb investments people made in ’21. So in 1999, I invested in this.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you.

Valuation 57

Valuation Finance Investments Banking 57

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

NOVEMBER 7, 2023

I found the book to be really entertaining and, and amusing and a little bit horrifying. It really is just a, a, a very entertaining book and I thought this conversation was, was absolutely fascinating. The, it’s not even return on investment, here’s our $50 billion. Lots of other things fell apart, including FTX.

Numbers 61

Numbers Profit and Loss Banking Finance 61

Barry Ritholtz

JUNE 20, 2023

In fact, I think Secretary of the Treasury at the time said the market will work out these things and they will not become a problem. This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. Let’s just let the market take its course. Today, that’s changed.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

APRIL 8, 2024

When you look at the, well-known economists who came of age during the inflationary 1970s, I’m thinking of like Larry Summers former treasury secretary, they see inflation as structural. Starting with what’s keeping you entertained these days? They see it very similar to 1970s. 00:52:12 [Speaker Changed] Unbelievable.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

OCTOBER 24, 2023

00:16:33 And then they have to explain to their shareholders, oh, we invested all this money in this and it didn’t actually happen. One of the scariest things that happened in the, in that spring of 2020 was that the treasury market almost stopped functioning. What’s been keeping you entertained? Right, right.

Manufacturing 57

Manufacturing Healthcare Leadership Profit and Loss 57