The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. . But you don’t pay your vendors until October and November.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. It wasn’t because it has the secret to running a profitable eCommerce site or success in monetizing memberships a la its CEO’s alma mater, Amazon. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO Leadership

OCTOBER 10, 2022

Profitability increases by 22%. When you give everyone in the company $5 along with this challenge…you do the math. This is why a key aspect of this investment is a monthly use-it-or-lose-it infusion. Turnover for this same group is 32% less. Productivity for this same group is 13% higher.

CFO 93

CFO Profit and Loss Leadership Math 93

CFO Leadership

APRIL 5, 2023

When you give everyone in the company $5 along with this challenge…you do the math. This is why a key aspect of this investment is a monthly use-it-or-lose-it infusion. That’s a lot of priceless positivity floating around. The power of peer positivity puts top-down benevolent gift giving to shame.

CFO 59

CFO Profit and Loss Leadership Math 59

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. So I think that resiliency piece, never giving up, never giving in, redefining, Barry, success as going from failure to failure without loss of enthusiasm, I think that’s everything. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Math 57

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. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

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. He’s a loss leader.” Terry: Exactly. So, in theory, I learned the process of building a financial services business from the ground up.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 61

Math Profit and Loss Numbers Marketing 61

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

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

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 given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

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

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. They announced a $640 million loss and ouch. Things get worse at one of the companies that I’ve invested in.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 57

Healthcare Economics Math Education 57

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. He knows how to manage risk, and he knows how to trade for a profit for a p and l.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

AUGUST 23, 2022

Like investing in this kind of stuff and I had total life saving for the time of $2,000 and I converted my total life savings of $2,000 into Polish zloty, their currency, went down with my translator to the post office and subscribed to the very first privatization in Poland. I want to be investing in this privatization in Eastern Europe.

Investments 126

Investments Math Banking Profit and Loss 126

Barry Ritholtz

AUGUST 22, 2023

So if you get a group of people who tend to think, you know, we ought to invest in X, take your pick. We ought to invest in X. If that’s the average view, but I’m starting to convince myself, by the way, to invest in soap companies, which is probably not necessarily right, let’s put it that way. Soap companies.

Economics 98

Economics Finance Investments Numbers 98