PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. Business[es], particularly smaller ones when they are growing, need to invest in core innovation,” Johnson said. Developers And Decision-Makers.

Math 61

Math Sales CFO Leverage 61

Barry Ritholtz

FEBRUARY 21, 2024

This does not lead to good results in the markets. He was writing about Wall Street and investing and his insight is correct. This will be a wonderful investment year. There’s nothing but a rosy stock market ahead for us. We know a little bit of math. For investors, it is an important question.

Math 56

Math Economics Planning Education 56

PYMNTS

JUNE 14, 2019

The news follows big next-day delivery announcements from both Walmart and Amazon — in a week where both retailers had a lot of news about repositioning themselves in the market and reporting some pretty major changes. Big Debate Of The Week: Did Amazon’s Estimated Online Market Share Just Drop? market share. market share.

eCommerce 40

eCommerce Retail Leverage Startups 40

PYMNTS

JULY 12, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”. consumer.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

SEPTEMBER 7, 2022

She is the president of the New York Stock Exchange, the world’s largest, with over 2,400 listed companies for a combined market cap of about $36 trillion. It could be — if they’re a foreign company, they will look at their home markets as well. Is it the investment bank? RITHOLTZ: That’s interesting.

Communication 117

Communication Marketing Math Technology 117

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. market, older consumers who had paid off a mortgage and let their credit profile go a bit stale, and returning members of the U.S. Access that can be successfully leveraged into a consumer life.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

JULY 13, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”. consumer.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Scalable costs are investments made so that the business is easy to find for those who want it. Second, holistic evaluation is necessary.

Math 46

Math Communication Sales Transportation 46

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 56

Investments Finance Education Numbers 56

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 114

Investments Banking Advertising Finance 114

CFO News Room

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice. How Lead Generation Stalls Financial Technology Market Penetration [01:46].

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Risk Management 40

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. But that was just a small part of it.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 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

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. She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. I love statistics.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Obviously that’s dropped a little bit this year with the market. Check out our FAS resource page !

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 13, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And I had some great mentors, and they taught us about insurance, and investments, and prospecting. And he flat out told me he wasn’t going to invest the time into me. Terry: Exactly. So, I left.

Planning 130

Planning Profit and Loss Leadership Numbers 130

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. And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Not just, “Here’s an insurance and investment mix. It feels amazing. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? It’s why we tend to also do investment management, or also do something to implement. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page !

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. Tell us a little bit about what it was like to wade into the world of distressed investing for bonds?

Investments 109

Investments Restructuring Profit and Loss Finance 109

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. It’s mark to market.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

JUNE 20, 2023

Yes, there’s a legitimate need and use for private equities, especially in mid-markets where, to be blunt, Wall Street has just abandoned that space and gone upmarket, creating a vacuum. Anyway… RITHOLTZ: And I don’t recall that bear market at all. MORGENSON: Right. RITHOLTZ: Right. MORGENSON: Wait, wait, wait.

Healthcare 56

Healthcare Finance Marketing Retail 56

Barry Ritholtz

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. And the stock market, you know, had a pretty big drop. And then it turns out, you know, the market, if you go from 91 forward market just sort of went up and business was good and it was good basically until maybe 2010.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. And luckily there was a bull market. LINDZON: Just hating the market. Pretty nice.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Finance 107

Finance Investments Math Marketing 107