Barry Ritholtz

MARCH 25, 2025

His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. Bonus Content: Meb’s reference to the “ Mungerism: Liquor, ladies, & Leverage !” Todays guest is Barry Ritholtz, Chairman, and CIO of Ritholtz Wealth Management, which manages over $5.7

Investments 52

Investments Leverage 52

CFA Institute

MARCH 11, 2025

He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.

Investments 52

Investments Marketing Leadership Leverage 52

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. billion leveraged loan for Lone Star Funds as part of its acquisition of Carrier Globals commercial and residential fire unit. Japan was the only major market to decline, by 3%.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

CFO Talks

MAY 8, 2025

How Savvy CFOs Evaluate Investment Risks As a CFO, you know that investment decisions can be a game of high stakes. But lets be honestevaluating investment risks isnt just about spreadsheets and financial models. Spotting the Risk in Every Reward Every investment decision carries an element of uncertainty.

Investments 52

Investments Profit and Loss CFO Credit Risk 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

CFO Thought Leader

FEBRUARY 25, 2025

Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives.

Investments 52

Investments CFO Leverage Marketing 52

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Global Finance

APRIL 5, 2025

Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. Absa Bank, a major M&A house with a presence in 10 markets, continues to facilitate most of the dealscutting across divestitures, cross-border transactions, take-privates, leveraged buyouts, and others.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

Future CFO

SEPTEMBER 5, 2024

ESG spending Assessing the cost-effectiveness of various ESG initiatives and investments for organisation in the Asian context may not be a cakewalk, as finance leaders are tasked to prioritise the most financially viable options. The post Leveraging ESG initiatives for business value appeared first on FutureCFO.

Leverage 98

Leverage Profit and Loss Compliance Finance 98

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

SAP 103

SAP Compliance Leverage Invoicing 103

CFA Institute

FEBRUARY 27, 2024

In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar plans. Higgins is the author of Investing in U.S. In March 2024, Investing in U.S. Financial History: Understanding the Past to Forecast the Future.

Investments 52

Investments Forecasting Leverage Planning 52

Navigator SAP

AUGUST 23, 2024

Are you fully leveraging the power of your SAP Business ByDesign investment? Did your implementation yield the expected insights, KPIs, and ROI? A strategic partnership with the right SAP Business ByDesign Partner and the right business consultants that know your industry, business, and ERP is essential.

SAP 213

SAP Leverage Investments 213

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. CFOs should leverage sustainability-linked loans tied to Key Performance Indicators (KPIs) to secure favourable financing terms.

Banking 98

Banking Risk Management Leverage Compliance 98

Trade Credit & Liquidity Management

MAY 28, 2025

Here’s a look at how to identify beneficial opportunities, prepare for impactful visits, and leverage face-to-face or virtual meetings to build strong, lasting partnerships. Investing time and resources is often rewarded with valuable insights and strengthened relationships. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 52

Global Finance

DECEMBER 26, 2024

In addition, the acquisition complements Nippon Lifes other recent investments, including a $3.8 The proposed acquisition underpins Nippon Lifes long-term strategy, and serves as a blueprint for leveraging international acquisitions to drive growth. billion stake in Houston-based Corebridge Financial.

Leverage 111

Leverage Finance Investments Marketing 111

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. AI can be expensive, so how does the cost impact return on investment? What are you hoping to achieve?

Banking 105

Banking Finance Leverage Technology 105

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Bramasol

JANUARY 15, 2025

Although these topics have been on our radar in past years, the outlook for 2025 holds a common thread as the accumulated innovation and investment in each of these areas morphs into tangible acceleration, scalability and productivity payoffs going forward. The core cloud ERP can be SAP S/4HANA in either Public or Private cloud deployments.

SAP 107

SAP Compliance Leverage B2C 107

CFA Institute

FEBRUARY 11, 2025

Founder and CEO of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the U/HNW, wealth-management and wealthtech sectors.

Investments 52

Investments Leadership Forecasting Leverage 52

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

Investments 97

Investments CFO Leverage Leadership 97

CFO Talks

MAY 21, 2025

CFOs Take the Lead: Highlights from the 2025 CFO Round Table CFO Investment On Thursday, 15 May 2025, over 30 of South Africas most forward-thinking CFOs gathered in Cape Town for a powerful event that is already being recognised as a turning point in the way finance leaders engage with investment, infrastructure, and economic development.

CFO 52

CFO Investments Leadership Finance 52

Future CFO

DECEMBER 29, 2024

She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This involves investing in technology that automates routine tasks and provides valuable insights that can drive competitive advantage.

Finance 98

Finance Compliance Data Analysis Leadership 98

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

Global Finance

NOVEMBER 1, 2024

It has played pivotal roles, serving as co-chair of the Transition Finance Taskforce of the Green Investment Principle (GIP) for the Belt and Road initiative, vice-chair of the China Council of the Sustainable Markets Initiative (SMI). By leveraging its entire operation, BOC has positioned itself as a global leader in green finance.

Finance 98

Finance Banking Risk Management Construction 98

Global Finance

DECEMBER 27, 2024

They need to understand what capabilities and return-on-investment will be delivered. Precedence Research estimates that the global economy spent $27 billion on DLT investment last year and expects a 52.9% Its critical that finance executives get their hands dirty and understand these capabilities, she argues. CAGR to 2034.

Technology 111

Technology Finance Leverage Investments 111

CFA Institute

OCTOBER 24, 2023

AI will revolutionize family office operations. That's why each office must be intentional about its AI adoption formula, governance procedures, and long-term AI roadmap.

Leverage 52

Leverage Risk Management Economics Technology 52

Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.

Compliance 78

Compliance Cash Flow Forecasting Leverage Reconciliations 78

Nerd's Eye View

DECEMBER 4, 2024

For firms with high-net-worth clientele, one way to do this is to offer alternative investments, such as private equity, private debt, or hedge funds, which may offer clients the ability to invest in a more diverse range of assets.

Investments 90

Investments Leverage Securities Marketing 90

Global Finance

FEBRUARY 5, 2025

At the Asia-Pacific Economic Cooperation summit in Peru last November, Indonesias new President Prabowo Subianto, who began his term in October, emphasized that foreign investments would be protected by a solid legal framework, and highlighted incentives and a commitment to liberalizing ownership laws. Itll get to $3.65

Economics 108

Economics Prioritization Investments Manufacturing 108

Nerd's Eye View

FEBRUARY 4, 2025

In this episode, we talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including finding (..)

Leverage 91

Leverage Planning Securities Numbers 91

Global Finance

JUNE 9, 2025

Most Innovative Financial Technology Company in Middle East | GEIDEA The first payment provider in the Middle East and North Africa region to offer instant merchant onboarding, Geidea enables businesses to start accepting payments within minutes, thanks to substantial investments in automation, AI, and digital verification.

Reconciliations 83

Reconciliations Forecasting Cash Management Banking 83

CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. Suggest alternatives, such as renegotiating contracts with current suppliers or investing in sustainable practices that align with company values. Escalate concerns to the audit committee or external advisors if internal discussions don’t resolve the issue.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

DECEMBER 22, 2024

Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Ensure Data Quality : Conduct regular data audits to support seamless integration.

Invoicing 98

Invoicing CFO Compliance Auditing 98

Global Finance

OCTOBER 31, 2024

The GCC’s Shariah-compliant institutions are growing their assets and expanding their reach, thanks to new strategic partnerships and greater tech investment. The bank expects this will help it leverage artificial intelligence and other advanced technologies to identify and launch new Islamic banking solutions.

Banking 105

Banking Finance Forecasting Leverage 105