Finley Technologies, Inc.’s Post

I recently had a chat with my chartered accountant, and they mentioned something quite concerning. Almost everyone dabbling in Futures & Options (F&O) trading seems to be losing money. Out of all the returns they've filed, 99.99% showed losses in F&O. It’s especially troubling for salaried individuals who are otherwise earning well. They’re facing significant financial setbacks. It's a reminder that it's crucial to fully understand financial management before diving into areas like F&O trading #Finance #Investing #FinancialAdvice #FuturesAndOptions #Trading #PersonalFinance #FinancialPlanning #InvestSmart #WealthManagement #MarketTrends #TaxTips #story #swingtrading #ca #money #opportunity

"Thrilled to announce my successful completion of the Corporate Finance course by WallStreetMojo! 🎓 Delving deep into concepts like Time Value of Money, NPV, IRR, MIRR, Payback Period, Discounted Payback Period, and Profitability Index has equipped me with invaluable financial acumen to navigate the complexities of today's business landscape. Ready to apply these insights for strategic decision-making and driving sustainable growth!! #FinanceSkills #WallStreetMojo #CorporateFinance #FinancialAcumen #StrategicDecisions #ContinuousLearning"

New course dates released for Middle Market M&A! 📅 The best open course in the UK for those involved in middle market M&A deals. Corporate financiers, investment bankers, corporate development personnel and private equity investors welcome. 👉 Tuesday 7th - Thursday 9th May Brochure available, drop me a message and you will receive it momentarily! We have 3 great corporate finance houses in attendance so far which will be a fantastic networking opportunity for all involved. Covering the end to end deal process from strategic exit options for owner managers, financial due diligence, process management, debt, operating and LBO modelling, completion mechanics and funds flows. As offered to all those on any of my courses, I'm available post the course for follow up Q&A. Feedback from November 2023 course sitting: "I thought it was a very thorough, well-organised, and well-executed course that offered the excellent depth and detail for middle-market corp fin. There is nothing further I would recommend doing for the 3-day course." "Excellent course with a premium feel all round. Venue was excellent and there was not a moment wasted across the 3 days. Looking forward to seeing how much I've learned from this course when I return in the future." #corporatefinance #investmentbanking #privateequity

Learn more about Janet Rilling's career path from accountant to senior portfolio manager and the head of Allspring's Plus Fixed Income team in our PM Spotlight. #FixedIncome #RidingTheCurve

Learn more about Janet Rilling's career path from accountant to senior portfolio manager and the head of Allspring's Plus Fixed Income team in our PM Spotlight. #FixedIncome #RidingTheCurve

Learn more about Janet Rilling's career path from accountant to senior portfolio manager and the head of Allspring's Plus Fixed Income team in our PM Spotlight. #FixedIncome #RidingTheCurve

Jo Thorn and Sally Owen are attending the Asset Finance Connect Summer Conference and Workshop today at County Hall, London. We’re looking forward to diving into a packed agenda with incredible speakers, engaging topics, and plenty of opportunities for networking and conversation on the latest trends and challenges in the asset finance sector. If you're also attending, let's connect! #AssetFinanceConnect #Networking #FinanceConference #IndustryInsights #equipmentfinance #assetfinance #leasing #finance #networking

Accounting is not just about crunching numbers; it's about understanding the capital market and its movements. I recently discovered this after watching "Dumb Money," a comedy that challenged me to explore the meaning of stock market ups and downs. As an accountant, I realized that I could play a crucial role in the capital market by providing financial information that investors and stakeholders rely on to make informed decisions. Compliance with regulatory requirements and accounting standards is also essential in fostering trust and confidence among investors. Moreover, advisory services related to financial reporting, risk management, and investment strategies contribute to the efficiency and integrity of the capital market ecosystem. It might seem strange to add such diverse skills to my repertoire, but I'm inquisitive to know more about the field and contribute to the financial industry's success. I want to give a big Thank you to #udemy and Paul Siegel for his support and explanation given to make easily for me to understand. #accountingadvice #finance #capitalmarket #investors #advisoryservices

Story in the comments: It's always great when a business opens up and takes the time to provide a bit more insight on what's going on behind the scenes. Since it's recent announcement of a private equity deal with Charlesbank Capital Partners, we sent some questions to professional services and accounting firm Aprio to learn some more about the deal and why they chose to go for it now. To our surprise, CEO and Managing Partner Richard Kopelman sent us some thorough responses and we couldn't pass up an opportunity to share them in the below Q&A (Story in the comments):

How are private equity funds adapting to a new economic reality? Discover the latest insights into the world of PE and why add-on transactions are gaining momentum in our recent blog: https://lnkd.in/evkksinS . . #PrivateEquity #FinanceInsights #Accounting #Finance