Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University.

CFO 200

CFO Math Concentration Finance 200

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. This role allowed me to drive substantial business results and foster growth across 27 diverse markets, each having a unique set of challenges.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. 31), and is already making plans for a second store in the city. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” So you can do the math. We are looking for a site.

Math 51

Math eCommerce B2B Investments 51

PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

PYMNTS

NOVEMBER 26, 2019

It is currently in the development phase and plans to launch in February 2020 in Nigeria, Ghana, Sierra Leone and Gambia. We’re targeting Anglophone West Africa … for a market of effectively 300 million people,” Shagaya told TechCrunch. The company is headquartered in Lagos with a production studio in Jos.

Education 71

Education Startups Math Planning 71

PYMNTS

OCTOBER 22, 2018

s proposals on how to govern London’s access to the European market after Brexit, saying that British Prime Minister Theresa May’s latest plan would take away the EU’s “decision-making autonomy.” Everybody can do the maths. Last month it was reported that the U.K. In July, Brussels rejected the U.K.’s

Math 65

Math Leadership Planning Investments 65

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

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. Barry Ritholtz : We’ve discussed before, any decision or plan we make requires not 1, but 2 judgments. We tend to focus on our plans, the scenario. This will be a wonderful investment year.

Math 56

Math Economics Planning Education 56

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

PYMNTS

JANUARY 27, 2017

Just recently, Jiobit closed a $3 million seed funding round with investors including Lior Ron, the cofounder of Otto (now owned by Uber); MATH Venture Partners; and Inflection Equity. Those are the handful of teams I invest in nowadays. To date, Jiobit has raised a total of $4.2 million in two rounds of funding.

Startups 40

Startups Math Transportation Leverage 40

PYMNTS

MAY 8, 2017

While many consumers know Moore’s pain, most do not have a degree from the Harvard Business School like Laura Moore does — nor over a decade of experience investing in the food and grocery businesses. We can solve this problem with math and data. That plan can be for seven meals or as many as 14 meals. Meal Kits’ Imperfect Fit.

Math 48

Math Budgeting Planning Marketing 48

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

PYMNTS

FEBRUARY 2, 2017

A quick look at consensus shows that investors are largely in a buying mood at the moment, and the company’s current market sits at over $392 billion. 2 after market close. All toys selected will in some way be related to science, technology, engineering and math. billion, said a Thomson Reuters survey.

Math 51

Math Transportation Education Retail 51

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 MacDonald’s mind was already primed by his engineering and business education at McGill University and the University of Victoria.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 13, 2017

It delivers to homes and businesses in 24 metro markets and has more than 200 pickup locations. We love new technologies, particularly when they fit so naturally into household planning.”. and has plans to expand the service to its fourth and final location in the state, Northborough. Put them together and what do you get? “We

Math 40

Math eCommerce Planning Startups 40

PYMNTS

JUNE 28, 2016

By the end of Friday – $2 trillion was gone from the world markets. In the wake of recent struggles – increasingly loud voices were wondering in perhaps the marketplace lenders weren’t actually well suited to exist outside of a set of fairly rarified market conditions. The market for marketplace lending in the U.K,

Math 40

Math Marketing Currencies Investments 40

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 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 Macdonald’s mind was already primed by his engineering and business education at McGill University and the University of Victoria.

Advertising 40

Advertising Math Construction Education 40

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. What Powers Petal. about their vision,” Gross noted.

Math 53

Math Education Compliance Forecasting 53

CFO News Room

DECEMBER 17, 2022

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading!

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Accounting Compliance Math 130

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

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? And it’s why he has such an amazing following.

Mergers and Acquisitions (M&A) 52

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

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. What was the original career plan? What can I say about Julian Salisbury?

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 96

Forecasting Math Advertising Planning 96

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 29, 2022

We see it in the capital markets. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. And so a overly simplistic application of a market based model will really leave you seeing only half the picture. You see it from employees.

Nonprofit 130

Nonprofit Math Economics Valuation 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. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130