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SEC Risk Factors Disclosure Analysis

Harvard Corporate Governance

Opportunities remain to better align external risk reporting with internal risk management and reporting processes, improve the readability and categorization of risks, and make disclosures less generic.

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Best Financial Innovations 2024

Global Finance

Technology advances bring the high-touch experience to more clients, large and small. Its new generative AI tool analyzes and summarizes the minutes and announcements from the Monetary Policy Committee of Brazil’s central bank and the Federal Open Market Committee of the US Federal Reserve.

Banking 109
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Decentralized Finance, Crypto Funds, and Value Creation in Tokenized Firms

Reynolds Holding

Decentralized Finance (DeFi) employs blockchain technology and smart contracts with the goal of enabling perfectly disintermediated financial markets. In a new article, we address the question of why CFs find it profitable to intermediate DeFi markets and whether CFs contribute to the overall efficiency of those markets.

Finance 103
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Terminal Growth Rate – A Simple Explanation with Formula

Valutico

Different industries have varying Terminal Growth Rates based on growth potential and market maturity. One approach is to use the industry average growth rate or the country’s economic growth rate, depending on the company’s market and geographical location. Another approach is the historical growth rate analysis.

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Corporate Treasurers Proceeding With Caution

Global Finance

HSF partner Gabrielle Wong echoes Lang’s view on the need for greater collaboration, noting a growing willingness by treasurers to invest time and money to access the market. In terms of capital markets activities, they’re making smaller but more frequent issuances to stay close to investors.

Treasury 105
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M&A Due Diligence: Navigating the Path to a Successful Merger

Sun Acquisitions

We will also explore the role of technology in streamlining and enhancing this process. Technology-Driven Due Diligence: Technology has become a game-changer in due diligence in today’s digital age. Risk Assessment: Identify and evaluate potential risks associated with the target company.

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Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?

Brian DeChesare

The main factors were: The Rise of Tech and Software – Since so many growth equity deals involve technology, the sector’s rise over the past 10 – 20 years also drove a lot of growth equity investing. The main risk factor in deals is executing the growth plan, not default risk due to debt (PE) or product/market risk (VC).

Equity 105