Financial Management

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From The Discount Rack To Your Portfolio: Two 8%+ Yielders
Seeking Alpha· 2025-10-10 13:15
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...
FS KKR Capital: 30% Below NAV, ~19% Yield, But Is It A Buy? (NYSE:FSK)
Seeking Alpha· 2025-10-09 20:58
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...
段肖磊任黑龙江省地方金融管理局局长
Zhong Guo Jing Ji Wang· 2025-09-16 00:29
中国经济网哈尔滨9月16日综合报道据中共黑龙江省委金融委员会办公室网站"机构领导"栏目更新显示,段肖磊已任黑龙江省委金融办副主任、省委金融工 委副书记、省地方金融管理局局长(正厅长级)。 更多地方人事报道请见 QUILY (NEW YOU) 更多中央人事任免请见 ...
Two Retirement Bargains With Upside Potential
Seeking Alpha· 2025-09-06 15:30
Group 1 - The concept suggests that as individuals retire or cease working, their investment portfolio should reduce exposure to growth-biased assets [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [2] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [2]
Buy the Dip in These Top Financial Management Stocks: AAMI, AB
ZACKS· 2025-09-05 17:06
Core Insights - September is typically a weak month for the stock market, but it presents opportunities for investors willing to take on risk, particularly in Acadian Asset Management and AllianceBernstein, which have recently dipped below their 52-week highs [1][2] Financial Performance - Acadian Asset Management reported a record AUM of $151.1 billion, while AllianceBernstein reached an all-time high AUM of $829 billion, driven by strong global equity inflows [5] - Acadian's EPS estimates for fiscal years 2025 and 2026 have increased by 17% and 26%, respectively, with an expected annual earnings surge of 35% this year and a projected 21% increase in FY26 to $4.50 per share [6][7] - AllianceBernstein's FY25 EPS estimates have risen by 4% in the last two months, with FY26 revisions up by 7%, forecasting a 2% expansion in FY25 and an 11% increase next year to $3.69 per share [7] Valuation Metrics - Both Acadian and AllianceBernstein are trading at forward P/E multiples of 11X, significantly lower than the broader Zacks finance sector's 19X and the S&P 500's 24X, indicating attractive valuation [8] Investment Outlook - Acadian Asset Management holds a Zacks Rank 1 (Strong Buy) and is expected to rebound from its 52-week high of $51 per share, while AllianceBernstein has a Zacks Rank 2 (Buy) and is projected to return to its one-year peak of $43 per share, offering a 7.71% annual dividend yield [11]
2025年全区财政电子票据开票量突破1亿张
Sou Hu Cai Jing· 2025-08-26 16:21
Core Insights - The implementation of electronic invoice reform in Inner Mongolia has led to significant growth in the issuance of fiscal electronic invoices, with over 1 billion invoices issued and a total invoicing amount reaching 90 billion yuan by July 31, 2025 [1] - The reform has effectively linked electronic invoices with payment projects and channels, eliminating the practice of "charging without invoicing" and preventing fund misappropriation [2] - The digital management system for electronic invoices is integrated with non-tax revenue management, automatically intercepting any irregular charges during the invoicing process, thereby reducing instances of overcharging and fines [3] - Real-time monitoring of the entire invoicing process enhances regulatory precision and timeliness, ensuring that fiscal revenues are accurately accounted for and preventing losses [4] - Future plans include expanding the application scenarios of electronic invoices and advancing from "digital" to "intelligent" fiscal management, aiming for a more refined and scientific approach to fiscal operations [4]
Securing $1,000 Monthly Cash Flow: Investments I'd Choose Now
Seeking Alpha· 2025-08-01 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus area [1] Group 2 - Roberts Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong foundation in investment principles and sustainable investing [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets, showcasing a commitment to industry advancement [1]
LIV Portfolio Management (LIVPM) Announces a Renewed Commitment to Philanthropy
Globenewswire· 2025-07-31 04:02
Core Viewpoint - LIV Portfolio Management is enhancing its commitment to philanthropy through various initiatives aimed at making a significant impact in communities, focusing on education, sustainability, and support for those in need [1][2]. Group 1: Philanthropic Initiatives - The company is partnering with local charities to provide financial support and employee time for causes like education and healthcare in underserved communities [5]. - An Employee Volunteer Program is being launched, allowing employees to donate paid hours to community projects and participate in organized volunteer days [5]. - A matching donations program will be introduced, where LIVPM will match donations made by employees and clients to selected causes, effectively doubling the impact [5]. Group 2: Environmental and Educational Focus - LIVPM is actively supporting environmental sustainability through habitat restoration, biodiversity improvement, and clean energy investments, aiming to reduce carbon footprints and promote sustainable practices [5]. - The company is establishing a scholarship fund for low-income students pursuing higher education, particularly in fields like environmental science, finance, and business, to foster the next generation of leaders [5]. Group 3: Company Philosophy - LIV Portfolio Management emphasizes that true wealth encompasses enriching the lives of others, not just financial security, and aims to create a lasting positive impact through its philanthropic efforts [4][6].
JAAA: Don't Worry, Rate Cuts Will Not Impair The Investment Case
Seeking Alpha· 2025-07-21 13:15
Group 1 - Collateralized loan obligation (CLO) assets are gaining popularity among both institutional and retail investors, particularly after the SEC relaxed regulations on actively managed funds [1] - The interest in CLOs among retail investors has increased significantly following regulatory changes, indicating a shift in investment strategies [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]
2 Income Engines Fuelling Weekly Check
Seeking Alpha· 2025-07-16 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] - Roberts is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]