Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Math Numbers 52

The Finance Weekly

JUNE 7, 2022

Vendor risk management must garner more attention because companies operate in an interconnected corporate landscape, and security is only as strong as its weakest link. Inadequate risk management, governance, and compliance. Great exposures. Almost every enterprise has moved to the cloud in one form or another.

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Compliance Risk Management Securities Prioritization 52

PYMNTS

OCTOBER 23, 2020

And while investors targeted an accounts payable payments startup as well as another platform designed to help other startups understand their equity, a common theme this week was investment in risk mitigation capabilities. Its cap table management solution targets startups to offer investor information and maintain ownership records.

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B2B Startups Accounts Payable Compliance 63

CFA Institute

NOVEMBER 3, 2020

Is it a dot-com déjà vu for tech stock valuations? Maybe not.

Valuation 52

Valuation Performance Measuring Risk Management Economics 52

PYMNTS

OCTOBER 4, 2019

India’s FinBox landed an undisclosed amount of pre-Series A funding, reports in Inc42 said this week, with investors at Arali Ventures leading the investment in the credit risk management technology startup. FinBox plans to use the investment on product research and development. Australia’s ANZ Bank led a $1.56

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B2B eCommerce Startups Foreign Exchange 51

PYMNTS

SEPTEMBER 30, 2016

From pre-Series A funding to late-stage investment rounds, ranging from a modest $1 million to the week’s high point of $88 million, backers showed their versatility. million funding round from British Business Bank Investments (BBBI). B2B startups saw a little bit of everything this week when it came to venture capital.

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B2B Treasury Startups Cash Management 70

Future CFO

NOVEMBER 30, 2020

In addition, the SME wanted to explore overseas expansion but lacked important supporting information, such as operating costs, return-on-investment, production quantity, and so on. The accounting profession will need to position itself to capitalise on the opportunities that automation will bring. and “What is the mode of payment?”,

Accounting 40

Accounting Finance Education Communication 40

Future CFO

SEPTEMBER 16, 2020

Covid-19 would test the quality of judgements made by accountants, during this uncertain period, as valuations and projections of the organisation’s viability to continue as a going-concern must be assessed objectively. We have seen an increase in the investment in technology transformation across organisations in recent months.

Finance 52

Finance Compliance Accounting Valuation 52

PYMNTS

APRIL 20, 2016

Dodd-Frank, for example, deals with financial institutions and the people who use them; Basel III deals with risk management; the money market reform centers on finding conservative holdings and credit ratings. The average number of investment vehicles held by corporate treasury departments grew from 2.8 two years ago to 3.2

Treasury 40

Treasury Risk Management Compliance Investments 40

PYMNTS

OCTOBER 1, 2018

Investment advisers have an obligation to put their clients’ interests ahead of their own,” said Daniel Michael, chief of the SEC’s Complex Financial Instruments Unit, about the decision. Its stock popped 56 percent in the first day of trading, leaving the company’s post-IPO valuation at $8.6 The Problems and the Reformation.

Valuation 54

Valuation Startups Banking CFO 54

CFA Institute

MAY 24, 2022

"You don't have to be right to make money [valuing companies]," Aswath Damodaran says. You just have to be less wrong than everybody else.”.

Performance Measuring 144

Performance Measuring Risk Management Valuation Economics 144

PYMNTS

JULY 8, 2016

Both PayPal and Amex are in the risk management business – that is what they do — which is why this model is a sizzle for both the companies that enable them, the SMBs that are the recipients of them, and the vendors who themselves see their cash flow improved, as a result. Zenefits’ Valuation Cut. Sizzle or Fizzle?

Valuation 40

Valuation Math Manufacturing Risk Management 40

Barry Ritholtz

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. 00:01:37 [Mike Rockefeller] Thanks for having me, Barry.

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Healthcare Investments Construction Concentration 62

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. 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.

Investments 117

Investments Banking Advertising Finance 117

CFA Institute

DECEMBER 26, 2021

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Performance Measuring 81

Performance Measuring Risk Management Valuation Communication 81

CFA Institute

DECEMBER 2, 2021

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Performance Measuring 79

Performance Measuring Risk Management Valuation Economics 79

Future CFO

FEBRUARY 7, 2024

The events such as the Silicon Valley Bank situation serve as reminders for companies to proactively address risks and strengthen risk management policies. Liquidity risk, driven by rising rates and borrowing costs, remains a key challenge for medium-sized and investment-grade companies.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

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. So a variety of risk meetings, a variety of economic meetings.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

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Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 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

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. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 62

Investments Marketing Numbers Risk Management 62

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Is it at 1.5%?

Restructuring 130

Restructuring Planning Marketing Accounting 130

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

PYMNTS

FEBRUARY 28, 2019

Businesses that set up operations, raise debt or make investments in other jurisdictions can experience devastating valuation shocks as exchange rates change. A number of factors tend to influence currency values over the long term, including fiscal and monetary policies, inflation and interest rates, and trade and investment flows.

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

Barry Ritholtz

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Investments 62

Investments Valuation Marketing Currencies 62

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. I mean, it’s an age old thing in investing and trading.

Profit and Loss 119

Profit and Loss Foreign Exchange Valuation Investments 119

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 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. I always wanted to do something entrepreneurial.

Restructuring 62

Restructuring Investments Marketing Banking 62

Barry Ritholtz

NOVEMBER 7, 2023

The, it’s not even return on investment, here’s our $50 billion. And I would tell them, well listen, first of all, as a reporter, I’m not supposed to invest in anything. So now if you wanna invest in MicroStrategy stock, it’s just a bet on Bitcoin. 00:15:47 [Speaker Changed] Right? Has it gotten wider?

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Numbers Profit and Loss Banking Finance 62