Harvard Corporate Governance

MARCH 31, 2023

As such, they may impact companies’ ability to deliver the long-term financial returns on which our clients depend to meet their investing goals. In our experience, sound governance is critical to the success of a company, the protection of investors’ interests, and long-term financial value creation. more…)

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IVSC

FEBRUARY 21, 2024

Led by industry experts and valuation leaders, this webinar will delve into crucial topics such as integrating ESG metrics into valuation models, evaluating the financial impact of sustainability initiatives, and navigating regulatory implications for sustainable valuation practices. Bernstein, a subsidiary of AllianceBernstein.

Business Valuation 246

Business Valuation Corporate Finance Intangible Assets Appraisal 246

Sun Acquisitions

APRIL 26, 2024

As organizations embark on these transformative journeys, one critical aspect that demands meticulous consideration is the financing model. This blog post delves into the intricacies of different financing models, shedding light on the associated risks and rewards.

Finance 52

Finance Debt Financing Equity Financing Equity 52

Harvard Corporate Governance

FEBRUARY 29, 2024

Voting is the formal mechanism through which BlackRock signals its support for, or concerns about, how companies serve BlackRock’s clients’ long-term financial interests. Contributing to emerging topical and stewardship issues that BlackRock believes may impact clients’ financial interests as long-term investors.

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Harvard Corporate Governance

MARCH 28, 2022

Board quality— We look to companies to disclose their approach to ensuring meaningful board diversity and encourage the board to set out the self-identified demographic profiles of the directors in aggregate, consistent with local law, and how this aligns with the company’s strategy and business model. Climate and natural capital.

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Harvard Corporate Governance

OCTOBER 31, 2023

This post is based on an article f orthcoming in Journal of Financial Economics by Professor Kaniel, Zihan Lin , Markus Pelger , and Stijn Van Nieuwerburgh. Utilizing a neural network model, we estimate relations among a large set of fund attributes to identify the US mutual funds with the best performance. and Jeanne P.

Finance 206

Finance Equity Marketability 206

Harvard Corporate Governance

JANUARY 11, 2024

Posted by Daniel Hurstel, Willkie Farr & Gallagher LLP, on Thursday, January 11, 2024 Editor's Note: Daniel Hurstel is Senior Counsel in the Corporate & Financial Services Department at Willkie Farr & Gallagher LLP. more…)

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136

Benzinga

APRIL 8, 2024

Model N, Inc. As per the terms, Vista will acquire all the outstanding shares of Model N for $30.00 As per the terms, Vista will acquire all the outstanding shares of Model N for $30.00 NYSE: MODN ) shares are trading higher after the company announced Vista Equity Partners will acquire it for $1.25 The purchase price also.

Technology 52

Technology Equity 52

IVSC

FEBRUARY 21, 2023

IVSC is pleased to announce the appointment of three new experts to its Financial Instruments Board (FIB). This addition to the board further strengthens the IVSC’s ability to oversee the development of standards and promote consistent and transparent financial instrument valuations globally.

Banking 130

Banking Marketability Business Valuation 130

Sun Acquisitions

FEBRUARY 12, 2024

Whether you’re a buyer or a seller, understanding the intricacies of various financing models is not just advantageous – it’s imperative. This article delves into educating buyers and sellers about financing models in business acquisitions. Let’s explore some of these models: 1.

Finance 59

Finance Private Equity Firm Fair Market Value Banking 59

Harvard Corporate Governance

MARCH 2, 2024

Impacts of climate-related risks on the registrant’s business, financials, strategy, business model and outlook over the short-, medium- and long-terms. Financial statement disclosure on the financial impacts of physical and transition risks. Processes for identifying, assessing and managing climate-related risks.

Marketability 141

Marketability 141

Mckinsey and Company

SEPTEMBER 1, 2023

After bringing agile operating models to customer-facing, frontline business units, financial institutions are also seeing the benefits of agile for risk and compliance functions.

Compliance 103

Compliance Banking 103

Harvard Corporate Governance

SEPTEMBER 16, 2022

The intersection of a company’s cybersecurity and ESG is a new corporate governance model. Leading institutions, like JPMorgan, suggest that considering cybersecurity as an ESG metric is a relatively new model, however all evidence points to continued interest of this new model by organizational stakeholders across the board. [1]

Marketability 325

Marketability 325

Harvard Corporate Governance

APRIL 1, 2022

There is evidence of social contagion of investment behavior in financial markets that does not derive from rational information processing. In a recent working paper , we model bias in the transmission of ideas among investors to analyze the evolutionary consequences of competing investment styles.

Finance 206

Finance Marketability Technology 206

IVSC

MAY 2, 2023

The consultation, commencing on 28 April 2023, invites input from a diverse range of stakeholders, including industry professionals, regulators, investors, financial institutions, and other parties involved in the preparation, review, or reliance on valuations, to ensure comprehensive perspectives are considered in refining the IVS.

Marketability 240

Marketability Technology 240

Harvard Corporate Governance

JANUARY 30, 2023

We discuss the business model of proxy advisory firms and contrast its objectives with those of asset managers in the context of the informational screening/filtering role and voting analysis. Mayer Chair Professor of Finance at the University of Maryland; and Chester Spatt is Pamela R. and Kenneth B.

Corporate Finance 198

Corporate Finance Finance Marketability 198

Reynolds Holding

NOVEMBER 6, 2022

In a new paper, we compare the main models of corporate governance (Schoenmaker, Schramade and Winter, 2022). One is the stakeholder model, which recognizes that companies have responsibilities to society that are broader than just making a profit. Table 1 provides an overview of the three models. Schramade et al.

Corporate Finance 119

Corporate Finance Finance Marketability 119

ThomsonReuters

APRIL 25, 2024

Jump to: Unravel tax law complexity with AI-powered tax research Alleviate workload pressures with AI-powered workflows Prioritize well-being and renewal Strengthen client relationships by shifting to an advisory model Has a stressful tax season left you reeling? Ready to take the next step and put bad tax seasons behind you?

Technology 52

Technology Compliance 52

Harvard Corporate Governance

AUGUST 15, 2022

This post is based on their recent paper , forthcoming in the Journal of Financial Economics. In our paper On Index Investing ( Journal of Financial Economics , 2022), we examine these questions, both theoretically and empirically. Some models predict that the rise of passive investing does alter price efficiency.

Finance 152

Finance Marketability 152

Appraisers Blog

FEBRUARY 7, 2024

ESPECIALLY THIS RIGHT HERE: “Where as with alternative more honest models, like direct lenders or VA panel, who have fair fees set per region, all appraisers get that same base standard fee and there is no financial incentive to drive the appraisers fee down, drive the consumers fee up, and secretly pocket the difference.”

Appraisal 75

Appraisal 75

Harvard Corporate Governance

MARCH 15, 2024

Freed, Jeanne Hanna and Karl Sandstrom, Center for Political Accountability, on Sunday, March 10, 2024 Tags: Board of Directors , CPA-Zicklin Model Code , Disclosure , Political spending A Guide for Directors to Political Law Issues in This Election Year Posted by Charles M. Ricciardelli and Melissa L.

Banking 100

Banking Treasury Compliance Finance 100

Reynolds Holding

OCTOBER 24, 2023

In two recent studies, we delve into the relationship between those two elements, highlighting how contextual information enhances the understanding of financial reports. This combined data then feeds into a deep neural network model designed to predict future trends (either increase or decrease) in earnings, cash flows, and stock returns.

Alpha 52

Alpha 52

ThomsonReuters

FEBRUARY 1, 2024

What are the main consolidation models under GAAP? GAAP rules for outstanding checks Staying up to date with GAAP standards Accurately tracking and presenting financial information can be complex, even for smaller organizations. Let’s take a closer look. What are the GAAP accounting rules? securities law.

Start-ups 52

Start-ups Finance Marketability 52

Harvard Corporate Governance

SEPTEMBER 27, 2023

During the first half of 2023, financial institutions faced their most challenging period in more than a decade, even calling into question the viability of the regional banking model. At the same time, activist campaigns targeting financial institutions increased by more than 60% year-over-year during the first half of the year.

Banking 152

Banking 152

Harvard Corporate Governance

MAY 6, 2022

One Small Step From Financial Materiality to Sesquimateriality: A Critical Conceptual Leap for the ISSB. Tags: Agency model , Compliance and disclosure interpretation , Financial advisers , Hedging , Private funds , SEC , SEC rulemaking , Securities regulation. Proposed SEC Rule on Private Fund Advisers.

Capital Structure 206

Capital Structure Compliance 206

Brian DeChesare

JUNE 26, 2023

We are making major changes to the main BIWS financial modeling course in a few days, which I also wanted to announce directly on this site. And if you already have the current financial modeling course from a previous purchase, you’ll also have access to these 3 new courses, so you don’t have to do anything here.

Start-ups 59

Start-ups Equity Banking Finance 59

Harvard Corporate Governance

FEBRUARY 21, 2023

Over the past two decades, one of the most important financial innovations for the typical American retail investor has been the development and spread of Target Date Funds (TDFs, also called life-cycle funds). model portfolios). This post is based on their article forthcoming in the Journal of Finance.

Marketability 207

Marketability Finance Equity 207

Harvard Corporate Governance

OCTOBER 17, 2023

While most contracts utilized in VC finance are not publicly available, a defining feature of a company’s charter is that it is both publicly-available and plays a pivotal role in VC financial contracting. For this reason, central to the NVCA financing documents is the NVCA model charter. more…)

Finance 300

Finance Equity 300

Mckinsey and Company

AUGUST 24, 2023

Coral Pasisi, president of nonprofit Tofia Niue, and Chris Stone, vice-president of Conservation International, discuss an innovative financial model that aims to protect Niue's marine ecosystems.

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72

ThomsonReuters

MARCH 19, 2024

Unlike traditional AI models that rely on pre-programmed responses or patterns learned from data, generative AI has the ability to create novel outputs independently. In addition, a phenomenon known as “hallucinations” can occur when AI models fabricate a confident but inaccurate response.

Accounting Firms 52

Accounting Firms Compliance Technology 52

RNC

APRIL 22, 2024

Ensuring transparency and accuracy in financial reporting is paramount for maintaining trust and confidence among stakeholders. To achieve this, companies are required to adhere to stringent accounting standards that mandate the valuation for financial reporting of various assets and liabilities.

Compliance 52

Compliance Intangible Assets Fair Market Value Book Value 52

Harvard Corporate Governance

JUNE 8, 2023

This view is embedded in many theoretical models of sustainable investing. Gallen), on Thursday, June 8, 2023 Editor's Note: Julian F. Kölbel is Assistant Professor of Sustainable Finance at the University of St. A priori, one might expect two alternative behaviors.

Finance 246

Finance 246

Brian DeChesare

OCTOBER 26, 2022

A long time ago, we received one complaint/criticism more than any other: “All your models start from templates ! But there is also value in learning how to build a full model from scratch. What is a 3-Statement Model? Types of 3-Statement Modeling Tests. The 90-Minute 3-Statement Model from a Blank Sheet.

Dividends 72

Dividends Start-ups Finance Equity 72

IVSC

JANUARY 23, 2023

This can involve new methodologies and approaches to valuing assets and liabilities that take into account non-financial risks and opportunities, or becoming more familiar with sustainability reporting frameworks and metrics. New technology has the potential to help improve the speed, accuracy and precision of valuations.

Technology 246

Technology Marketability 246

Brian DeChesare

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). Otherwise, the written version follows: Why Use a Dividend Discount Model? Also, the Terminal Value is normally based on a P / E multiple or a Net Income Growth Rate.

Dividends 64

Dividends Terminal Value Enterprise Value Equity 64

Law 360 M&A

OCTOBER 16, 2023

Amid rising burnout in the legal industry and client efforts to curtail spending, pivoting to a fixed-fee billing model may improve client-attorney relationships and offer lawyers financial, logistical and stress relief — while still maintaining profit margins, say Kevin Henderson and Eric Pacifici at SMB Law Group.

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75

Equilest

MARCH 25, 2024

Outline of the Article Introduction to Model Length in Forecasting What is the significance of the forecasting period? Among various methodologies, the Discounted Cash Flow (DCF) model stands out as a widely used approach for business valuation. The forecasting period refers to the duration over which future cash flows are projected.

Business Valuation 40

Business Valuation Discounted Cash Flow Marketability 40