Musings on Markets

SEPTEMBER 27, 2022

One reason investors and businesses are struggling with this latest bout of inflation is that they have been spoiled by a decade of low and stable inflation, and as a consequence, have neither planned for high and unstable inflation, in their business models, nor developed analytical tools to deal with that inflation.

Treasury 74

Treasury Valuation Currencies Forecasting 74

PYMNTS

DECEMBER 18, 2020

The move came as Treasury Secretary Steven Mnuchin warned that Chinese firms that wanted to be listed on U.S. Several companies have had to shelve their plans because of the ongoing pandemic. Bloomberg reported in mid-November that the SEC is moving forward with a plan that could boot Chinese companies from U.S.

Auditing 107

Auditing Valuation Treasury Marketing 107

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

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Planning Technology Valuation Communication 130

PYMNTS

OCTOBER 14, 2020

In March, Softbank slashed WeWork’s valuation to $2.9 Looking to the future, however, WeWork said in a statement that it still has plans to move beyond flexible space solutions. The Softbank -backed startup has yet to make money, and the pandemic has made matters worse.

Healthcare 71

Healthcare Valuation Treasury Startups 71

PYMNTS

JANUARY 22, 2021

In today’s top news, President Joe Biden’s COVID relief plan is getting pushback from Republican lawmakers, and Instacart is terminating almost 1,900 jobs. trillion coronavirus relief plan is already getting pushback from Republicans, tripping up a seamless passage by Congress. Biden Getting GOP Pushback On $1.9

Valuation 68

Valuation Treasury Leverage Planning 68

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

DECEMBER 4, 2018

. “Our team of experienced advisors can offer a range of wealth management products and services for physicians just starting out, juggling medical school loans while setting up a practice, to retiring doctors looking to sell or close their business,” added TD Financial Planning Senior Vice President Rowena Chan.

Healthcare 51

Healthcare Banking Treasury Valuation 51

PYMNTS

MAY 8, 2020

The company said it plans to further build out its payments offering and continue to target SMBs, corporates and FIs as it expands throughout Europe, India, the U.K. With the latest addition to its seed funding round, the FinTech plans to expand its commercial relationships and growth throughout Europe. Treasury Prime.

Securities 64

Securities Banking Pharmaceutical Startups 64

PYMNTS

OCTOBER 24, 2019

Treasury Secretary Steven Mnuchin and President Trump’s son-in-law and senior adviser Jared Kushner are also planning to attend this year’s “Davos in the Desert” in Riyadh. Both SoftBank and the Vision Fund dumped over $10 billion into WeWork, some at a $47 billion valuation.

Investments 40

Investments Valuation Treasury Technology 40

Global Finance

MAY 10, 2024

And while Chinese holdings of US Treasuries have declined notably since the pandemic, China’s holdings of agency securities and US corporate equities have picked up of late, though some of this is simply down to valuation increase.” Ryan, Deutsche Bank: China is holding fewer US treasuries and more agency and corporate securities.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

PYMNTS

APRIL 2, 2018

FirstCaribbean International Bank is planning to raise $100 million through its initial public offering (IPO) in the U.S., The bank offers corporate banking, retail banking, treasury management, capital markets, credit cards and wealth management services in a range of consumer and corporate offerings. The bank is 91.7

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

PYMNTS

OCTOBER 28, 2019

The company said it plans to get rid of 40 percent of its staff, reports said. Analysts are framing this issue as Fair’s response to ate of venture-backed startups like Uber and WeWork , companies that have struggled to find profitability despite large valuations. His interim replacement will be Kirk Shryoc. That’s hardly all.

Valuation 40

Valuation Startups Treasury CFO 40

PYMNTS

OCTOBER 11, 2019

The company plans to deploy its new funding to strengthen its core product offering, as well as to invest in sales and marketing. XTransfer said it plans to deploy the funding to invest in expanding its global financial network, and apply for licenses in new geographic markets. XTransfer already operates in China, Hong Kong, the U.K.,

Foreign Exchange 67

Foreign Exchange Startups B2B Investments 67

PYMNTS

OCTOBER 28, 2019

The company said it plans to get rid of 40 percent of its staff, reports said. Analysts are framing this issue as Fair’s response to a spate of venture-backed startups like Uber and WeWork , companies that have struggled to find profitability despite large valuations. His interim replacement will be Kirk Shryoc. That’s hardly all.

Valuation 40

Valuation Startups Treasury CFO 40

PYMNTS

SEPTEMBER 30, 2016

And that goes for the industries covered, too, with treasury management’s Kyriba, blockchain’s BlockApps and enterprise security’s Druva landing on the board, to name a few. Treasury Management. According to reports, the corporate eLearning industry is on par to hit a $31 billion valuation by the end of the decade.

B2B 70

B2B Treasury Startups Cash Management 70

PYMNTS

DECEMBER 4, 2019

trillion valuation by the end of 2024, and $191 billion by the end of this year. The addition of RTP services means seamless integration into corporates’ treasury platforms, greater choice in payment methods and the opportunity to optimize cash flow, the financial institution added. Wells Next to Tap RTP for Corporates.

B2B 52

B2B Treasury Valuation Cash Management 52

Future CFO

APRIL 13, 2023

PwC says M&A tends to slow during times of uncertainty or market volatility—but those can be precisely the times when valuations become more attractive and opportunity knocks. There are also robust digital transformation plans which were multi-year journeys - organisations need to continue to fuel those investments promised earlier.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

OCTOBER 13, 2017

The company uses API technology to facilitate corporate payments to suppliers and employees across the globe, and deploys blockchain (fueled by Ripple) for liquidity and treasury management capabilities. Treasury Management. Seed funding for this treasury management startup will help the company scale internationally.

B2B 47

B2B Treasury Startups Investments 47

PYMNTS

MARCH 11, 2020

The meeting was also attended by Treasury Secretary Steve Mnuchin, and several industry representatives such as Richard Hunt, president of the Consumer Bankers Association and American Bankers Association President Rob Nichols. JPMorgan’s Smith pointed out that his bank has forbearance plans in place to help customers.

Economics 53

Economics Valuation Treasury Banking 53

CFO News Room

NOVEMBER 8, 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.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

DECEMBER 7, 2018

Called the All-Access Plan , Lyft’s new subscription service lets passengers pay upfront every 30 days to lock in a set price for their rides. What valuation Lyft is targeting for its IPO remains unknown — as of its last fundraising round in early summer 2018 the firm was valued at $15 billion.

Transportation 41

Transportation Valuation Treasury CFO 41

CS Lucas

FEBRUARY 10, 2020

A Treasurer’s Conundrum in Accommodating Changes In this business environment, companies are learning to manage their treasury and funding risks better than ever. 3)Configuration:- Some companies with a large Enterprise Resource Planning system will attest that configuration is as painful, if not more so, than an outright customization.

Treasury 40

Treasury Accounting Standards Valuation Finance 40

PYMNTS

DECEMBER 7, 2017

The fact is, they’re managing all of their books and records and valuation manually in Excel spreadsheets right now,” he told PYMNTS. These businesses are desperate for technology that can work with that on which their companies were built, Benson said. They’re dying for a solution.

Accounting 52

Accounting Auditing Valuation Financial Data 52

PYMNTS

DECEMBER 11, 2019

When B2B partners are trading on 30-, 60- or even 90-day terms, currency valuations can vary significantly from when a business receives an invoice versus when that invoice is paid. This enables more robust cash application planning. Foreign exchange (FX) is undoubtedly one of the biggest hurdles.

B2B 53

B2B Accounts Payable Invoicing Currencies 53

Musings on Markets

MAY 11, 2021

Historical Stock Returns: Pre and Post-tax At the start of every year, I update a dataset , where I look at historical returns on stocks over time, and compare these returns to returns on treasury bonds/bills, corporate bonds and gold.

Investments 52

Investments Valuation Treasury Forecasting 52

PYMNTS

FEBRUARY 15, 2019

According to Umar Farooq, head of treasury services and blockchain for JPMC , the release of the coin represents JPMC’s next natural step in widening its blockchain experiment for its institutional partners. Clients engaged us, saying they need a way to move money onto the blockchain,” Farooq told The New York Times in an interview.

Currencies 73

Currencies Banking Valuation Treasury 73

PYMNTS

OCTOBER 28, 2016

But this week, the IPO plans came crashing down. While Misys isn’t the first to cancel its IPO in recent weeks — just one day earlier, Spain-based telecom giant Telefonica also said it would cancel its own IPO plans for now — it is the largest to do so, reports noted. Reports Thursday (Oct. “U.K.

Valuation 51

Valuation Planning Marketing Treasury 51

PYMNTS

NOVEMBER 10, 2017

Hong Kong’s WeLab still won’t reveal its valuation after securing another major funding round. A healthy $12 million raised by Germany’s Treasury Intelligence Solutions (TIS) will boost the B2B payments company thanks to support from 83North, Target Partners and Zobito, reports said this week. Alternative Lending.

Investments 40

Investments Finance B2B Startups 40

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Barry Ritholtz

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. Tell us a little bit about what you as CIO do on the bond side. DAVIS: That’s exactly it.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. They’re actually just buying long dollars, treasuries.

Valuation 57

Valuation Finance Investments Banking 57

PYMNTS

AUGUST 25, 2016

According to an OPER press release, the company plans to use the capital to expand into new geographic areas – namely, Denver and Los Angeles. Shopify is a Canadian startup that went public with unicorn valuation ($1 billion) on the New York and Toronto stock exchanges, and it’s launching its own card-reading device.

Startups 43

Startups Valuation Treasury Sales 43

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: No, so obviously, I did the business plan, I’m kidding. Is it about the valuation? RITHOLTZ: Yes.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

MARCH 12, 2024

We participated in that with treasury and FHFA and the regulators, the White House. Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. So we, we met a lot of of interesting people in DC and it was the whole gamut.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. Very inventive and creative person. That was real money. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103