E78 Partners

AUGUST 24, 2023

Understanding the Role of an Interim CFO An Interim CFO is a seasoned financial executive who steps into an organization on a temporary basis to provide leadership, strategic guidance, and hands-on financial expertise. Companies are increasingly recognizing the value of accessing top-tier financial leadership without the long-term commitment.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

E78 Partners

OCTOBER 28, 2024

They can even help with market analysis, risk management, and financial modeling to ensure investments align with long-term profitability objectives. This may include restructuring, cutting costs, improving productivity, or seeking out additional sources of income.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

Future CFO

SEPTEMBER 3, 2024

Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance. Further, CFOs must assess and manage tax risks associated with regulatory changes, international operations, transfer pricing, and tax controversies.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

CFO Talks

MARCH 14, 2024

Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks. This involves developing risk management strategies to prevent or mitigate potential adverse impacts on the company.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

Focus CFO

JUNE 28, 2023

A larger, more impactful storm front is forecasted for the 2030s What comes next is something that few business owners and leadership teams are focusing on, and none have experienced before. Risk Management and Compliance: During economic downturns, risks amplify. But all must start to turn their attention towards it.

Economics 52

Economics CFO Forecasting Communication 52

Barry Ritholtz

APRIL 29, 2025

So we did foreclosures, we did restructurings, we did equity kickers, and we pulled up some of these loans into CMBS deals and sold them, sold them through Wall Street. 00:06:32 [Speaker Changed] And then following Aetna, you end up at Altus Investment Manager, your, your CFO there. What we want to protect against is unintended risk.

Concentration 52

Concentration Investments Benchmarking CFO 52

Global Finance

MAY 6, 2025

To maintain market leadership, the bank overcame a challenging operating environment characterized by high inflation, foreign exchange pressures, and depreciating local currency. A conservative approach to risk management saw the bank post $164.3 A severe drought is forcing the restructuring of agriculture loans.

Banking 52

Banking Profit and Loss Foreign Exchange Finance 52

Barry Ritholtz

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. And I think it is an environment that favors active management.

Marketing 69

Marketing Investments Risk Management Economics 69

Global Finance

MAY 6, 2025

The bank continues to embed artificial intelligence in its processes with an AI-driven credit-assessment model for greater efficiency in credit decisions and improved risk management. The bank restructured its distribution model in 2024 to provide enhanced client service.

Banking 52

Banking Cash Management Finance Leverage 52

Barry Ritholtz

DECEMBER 20, 2022

RITHOLTZ: So late ‘80s, early ‘90s, you’re a VP for an advisory firm that leads some sovereign debt restructurings and transactions in both South America and Central America. To lead the bank’s efforts in investing in sovereign debt restructurings and to bring our clients along was a great experience. KOENIGSBERGER: Yeah.

Restructuring 64

Restructuring Investments Marketing Banking 64

Barry Ritholtz

SEPTEMBER 26, 2023

Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. So those investors said, wow, my, my return just went up magically, thank you very much fed.

Investments 52

Investments Banking Economics Marketing 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Yeah, commodities and EmTech 00:20:15 [Speaker Changed] Made sense to us. Made sense.

Marketing 112

Marketing Banking Treasury Profit and Loss 112