Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g.,

Health system financing: Tips for emerging markets

McKinsey

Many countries with emerging economies are considering health system financing transformation. Five no-regrets tips can help them build a strong foundation for their future health system. Insights on Healthcare Systems & Services

The Digital Revolution in Trade Finance

BCG

Revenues from trade finance now total approximately $50 billion a year. Simultaneously, regulation is making trade finance more costly to supply. But no cost-efficient bank can have a leading presence in every market. Article Tuesday, August 30, 2016.

The tougher competitors in emerging markets

McKinsey

Strategy & Corporate Finance InsightsCompanies in developing economies are becoming battle hardened as they vie for growth and plug into advanced technologies. Wealth is piling up in areas of economic vitality.

What’s the Hardest Part of Marketing Yourself?

The More Clients Blog

In my Fast Track Marketing System I divide marketing into seven very specific modules: 1. The Game of Marketing. The Mindset of Marketing. Marketing Messages (Your Value Proposition). Marketing and Selling Conversations. Written Marketing Materials. Marketing Strategies. Marketing Action Plans. After all, most of the other 6 modules are all about preparation to market yourself. appeared first on Action Plan Marketing.

How to Successfully Meet the Three Biggest Marketing Challenges

The More Clients Blog

I like to think I’m a pretty good marketer of my professional services. After all, I’ve been at it for 34 years, read hundreds of marketing books, thousands of articles and studied with the very best marketing gurus. So, why is marketing so challenging?

How Blockchain Is Changing Finance

Harvard Business

After all, how do you cut cost from a business or market whose structure has fundamentally changed? Done right, ICOs can not only improve the efficiency of raising money, lowering the cost of capital for entrepreneurs and investors, but also democratize participation in global capital markets. The unstoppable force of blockchain technology is barreling down on the infrastructure of modern finance.

Preparation for the Case Interview:  Math, Charts and Market Sizing

Tom Spencer

Min Kim is currently an MBA student at NYU Stern School of Business where she is specializing in Product Management, Business Analytics and Finance. Consulting Interviews case math market sizingLet’s face it.

Nail Your Marketing Message in Your LinkedIn Profile

The More Clients Blog

Your marketing message communicates to the world what your business is about. And your LinkedIn profile is the perfect place to both develop and spotlight your most focused marketing message. This is the fourth of five articles about the 5 Pillars of Marketing, my marketing model that helps get your marketing on track. LinkedIn is one of the most important online tools for marketing your professional services.

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Is the Stock Market in Big Trouble?

The More Clients Blog

Do you remember the stock market crash of 2008? Everyone on the news was saying very clearly, “If the bank bailout bill doesn’t go through, the stock market will probably crash.”. So, that week, I took 100% of my money out of the stock market and put it in cash. And I never trusted the stock market after that. If you haven’t yet noticed, the market is volatile again. Overall, if you’ve invested in the stock market, you’ve done very well over the past 9 years.

China Faces "Minsky Moment" on Ponzi Financing

MishTalk

Inquiring minds are tuning into a report on the Ponzi finance setup in China. We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations. Our analysis indicates that China’s economy has arrived at that unstable state where speculative and Ponzi finance appear to dominate.

How Blockchain Applications Will Move Beyond Finance

Harvard Business

It’s not surprising that some of the closer-to-market applications of the technology are in the financial sector. See More Videos > See More Videos > The same applies to trade finance and financial assets, where companies such as Digital Asset Holdings (run by JPMorgan veteran Blythe Masters ), Blockstream, and Chain are trying to revolutionize how assets are issued and traded. Currency Financial markets Technology Financial Services Technology Digital Article

How to move fast: Innovation at speed and scale

McKinsey

Leading start-ups innovate, go to market, and scale quickly with limited resources. Strategy & Corporate Finance InsightsWhat can large companies learn from the start-up playbook?

Finance Can Be a Noble Profession (Yes, Really)

Harvard Business

When I ask students graduating from Harvard Business School what they’re doing next, I often get some version of “I’m going into finance but…” Then they quickly explain that finance is just a way station on the route to nobler goals. Recently, I asked a few students how people react to their choice to go into finance, and I was greeted with nervous laughter. The usual reactions to misbehavior in finance are outrage or regulation.

R&D Spending Has Dramatically Surpassed Advertising Spending

Harvard Business

Research & development Marketing Finance & Accounting Digital ArticleEspecially at smaller companies.

Greek Finance Minister Proposes Greece for Puerto Rico Trade: Should US Accept the Offer?

MishTalk

Greek finance minister Wolfgang Schäuble has a sense of humor. Who knew Wolfgang Schäuble, Germany’s prickly finance minister, had a sense of humor? Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Today he said to U.S. Treasury Secretary Jacob Lew: I’ll Trade You Greece for Puerto Rico. At a news conference on Thursday, Schäuble chided U.S.

Enter the Carpetbaggers: Ukraine's New Finance Minister a US Citizen, New Economy Minister from Lithuania

MishTalk

Ukraine''s just-named "Finance Minister" is a US citizen, and Ukraine''s new "Economy Minister" is from Lithuania. citizen and chief executive of private equity group Horizon Capital, will take over as "Finance Minister". Ukraine has a new finance minister, Natalie Jaresko. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Strong Economy – Strong Buy-Sell Market

Martinka Consulting

Second question: is there similar activity with larger companies, small, mid-sized, and lower middle market firms? Barlow research – Two-thirds of lower middle-market business owners are expected to retire. Similar firm in a different market. It’s not reckless money like it was 15 years ago but financing options abound, including for lower middle market and below sized deals. Record number of small business sales in 2018! This as per bizbuysell.com.

Greece Empties IMF Reserve Account to Pay IMF; Liquidity "Terribly Urgent" Says Finance Minister

MishTalk

Greece emptied an IMF holding account to repay 750 million euros ($840 million) due to the fund, a Greek central bank official said, avoiding default but underscoring the dire state of the country's finances. Made a day early, the IMF payment calmed immediate fears of a Greek default, but Finance Minister Yanis Varoufakis said on Monday the liquidity situation was "terribly urgent" and a deal to release further funds was needed in the next couple of weeks.

Greece Bank Deposits Drop to 11-Year Low; Creditors Offer 6 Month's Financing; Round One of Saga Nearly Over

MishTalk

Financing Dangle Please consider Merkel, Hollande Dangle Financing Before Greece's Tsipras. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

France Seeks Another Tax on Facebook, Google And YouTube, to Finance "French Culture" Cinema

MishTalk

RT reports French broadcasting watchdog CSA eager to tax YouTube, Facebook, Dailymotion France''s Superior Council of Audiovisual, an independent broadcasting authority, wants to impose taxes on media giants like YouTube, Facebook and Dailymotion to force them to contribute to financing French culture. In a report this week, the Superior Audiovisual Council (CSA) says that video-sharing websites should be subject to a tax that helps finance the production of French films and TV shows.

Japan Finance Minister Seeks Record Debt Servicing on Interest on National Debt; What's Next?

MishTalk

Japan''s Finance Ministry will request a record 25.3 The decision, aimed at guarding against any future rise in long-term interest rates, underscores the increasing cost Japan must pay to finance its massive public debt. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Where Friggin’ Exactly Are Your Perfect Clients?

The More Clients Blog

This is the third of five articles about the 5 Pillars of Marketing, my marketing model that helps get your marketing on track. It’s based on one of the most powerful principles of marketing: “People tend to do business with those they like and trust.”. The process of marketing is about connecting with prospects in the very first category and then moving them along the categories until they are ready to do business with you.

French Industrial Output Drops Unexpectedly; France Finance Minister in Complete Denial; Expect the Unexpected

MishTalk

France Finance Minister in Complete Denial Those of you seeking still more amusement can find it in one of the usual places: statements made by French politicians. For example (and also from today), the Financial Times reports Pierre Moscovici, France Finance Minister Says Economy has ‘Truly Emerged from Recession’ “France has truly emerged from recession,” Moscovici insists. “Of

France Finance Minister "I Refuse to Raise Taxes to Close any Budget Gaps"; "Rethinking" the USA

MishTalk

Michel Sapin, France’s finance minister, sent tremors through European capitals with a defiant warning that his country would no longer try to meet its deficit targets and would not inflict further damage on its economy by tightening into the downturn. “I Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Not only is support for sanctions in Europe crumbling, so is support for alleged austerity.

Simmereing Stew; Italy's Finance Minister Joins "United States of Europe" Parade; Germany's "5 Wise Men" Argue for Grexit

MishTalk

Italy's finance minister, Pier Carlo Padoan calls for ‘Political Union’ to Save Euro. Italy’s finance minister has called for deeper eurozone integration in the aftermath of the Greek crisis, saying a move “straight towards political union” is the only way to ensure the survival of the common currency. He said an elected eurozone parliament alongside the existing European Parliament and a European finance minister should also be considered. “

Frameworks for the Case Interview (Part I: Market Study Framework)

Tom Spencer

Having said that, we will now begin by exploring the framework which is most widely applicable in case interviews: the Market Study Framework. The Market Study Framework, some others may call it the “market entry” or “business situation” framework, is a means of understanding how attractive a new or existing market is. The Market Study Framework has four parts starting with macro factors and then moving on micro factors. Chart 1 – Market Study Framework.

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Ukraine Government Breaks Up: Prime Minister Resigns Over "Vital Laws on Energy and Army Financing"; Follow the Money

MishTalk

Issues concern unpaid soldiers, pro-Russian MPs, and various oil schemes to finance the war. Mr Yatseniuk rebuked the existing parliament for putting Ukraine’s future at risk and betraying the ideals of the protests that toppled Mr Yanukovich in February, by failing to pass vital laws on energy and army financing. Vital Laws on Energy and Army Financing Inquiring minds may be asking " What Might Those Vital Laws Be?

Bias busters: Up-front contingency planning

McKinsey

Avoid throwing good money after bad by developing “contingent road maps”—plans for updating your investment strategy based on unbiased feedback from the market. Strategy & Corporate Finance Insights

Made in France: Montebourg Ridiculed in Text and Pictures; France Goes After "Red Bull" Energy Drinks to Finance Social Security

MishTalk

Members start Tuesday afternoon discussion of the draft law on financing of Social Security. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Economic Conditions Snapshot, September 2018: McKinsey Global Survey results

McKinsey

Respondents express declining optimism on the economy, especially in emerging markets. Strategy & Corporate Finance InsightsThe United States gains more attention as a destination for new business opportunities.

Seeing your way to better strategy

McKinsey

Viewing strategy choices through four lenses—financial performance, markets, competitive advantage, and operating model—can help companies debias their strategic dialogues and make big, bold changes. Strategy & Corporate Finance Insights

What is return on equity (ROE)?

Consultants Mind

ROE (return on equity) is one of the key formulas that most MBAs (yes, including Marketers) remember learning on their path to financial literacy. In simplest terms, … Continue reading → Learning Banking Consulting Finance Management consultingIt is often the best FIRST place to start for financial statement analysis.

Do you have a marketing problem?

Seth Godin Blog

And if your finances are a mess, you might have an accounting problem. But what are the symptoms that you have a marketing problem? If you have a marketing problem, how much time are you spending working on a marketing solution? What are you investing in, learning, creating… Because you can’t solve your marketing problem tomorrow by simply repeating what you did yesterday. This is why The Marketing Seminar was built.

Profit vs. Positive Cash Flow

CaseInterview.com

In other words, the client wasn’t just wrong about some facet of the market, competition, or company. And it also means your understanding of finance is insufficient to be a CEO or General Manager of a company or division of a larger company.). Blog Career Success business acumen financeIn every McKinsey engagement, there’s a moment when the senior client says to us, “Hmm. that’s interesting.”.

The Market Punished “Panama Papers” Firms to the Tune of $230 Billion

Harvard Business

In this interview with senior editor Curt Nickisch, University of Michigan’s Ross School of Business professor Stefan Zeume discusses brand-new research resulting from the unexpected opportunity, and what he and his coauthors found: billions of dollars in lost market capitalization.

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China's Central Bank Says Stock Market Correction "Mostly Over"

MishTalk

In remarks to the G20 finance ministers, Zhou Xiaochuan, governor of China’s central bank says China Stock Market Correction ‘Mostly Over’. Analysts were instructed " Do not conduct in-depth analysis, and do not speculate on or assess the direction of the market.

3 Emerging Market Risks Companies Should Watch for in 2018

Harvard Business

This means that many emerging market risks get cut from the senior leadership agenda. They did not spend as much time thinking about local events that have implications for their emerging market operations. We identified three emerging market risks that are top multinational leaders should be paying more attention to this year: the election of populists in Brazil and Mexico increasing the cost of doing business. Emerging Markets Require a Risk-Reward Balancing Act.

Rising corporate debt: Peril or promise?

McKinsey

times over the past ten years, creating a broader and deeper market in many countries. Strategy & Corporate Finance InsightsCorporate bond issuance has increased 2.5 But there are rising risks.

The Sales Role Multinationals Need in Emerging Markets

Harvard Business

Marketing? Finance? For many executives battling through economic headwinds in emerging markets, the answer tends to be wherever they think someone will provide the strongest boost to top-line growth, which usually means hiring an additional sales or marketing manager to support the commercial front lines. Finance. Emerging markets Growth strategy Sales Hiring Digital ArticleLaura Schneider for HBR.

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