Private Equity Wire

JUNE 13, 2023

His most recent assignment was the sale of Warrington-based Talos360 to LDC, an award-winning provider of human capital management (HCM) solutions. Panchani is also a member of the Global Technology Team and joined the firm as an M&A analyst in 2010.

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The Motley Fool

APRIL 16, 2024

Investment banking saw a nice rebound this quarter. billion in investment banking fees and grew 35% from the first-quarter 2023. In addition, our results reflect the benefits of investments beta, our middle-market investment banking teams and dual-coverage teams. . We delivered nearly $1.6

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The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. Next, the Corporate & Investment Bank on Page 5. Investment Banking revenue of $2 billion was up 27% year on year. Moving to the Commercial Bank on Page 6.

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The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. We've worked with Habitat for Humanity for nearly three decades and donated more than $129 million since 2010. Turning to corporate investment banking on Slide 13. The Wells Fargo Foundation were at $7.5

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Pension Pulse

MAY 23, 2024

At the same time, Emond was rising through the ranks at Scotiabank, spending four years as the investment bank’s head of Quebec. Then he moved to Toronto to lead the bank’s entire Canadian corporate banking and global investment banking teams.

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The Big Picture

DECEMBER 19, 2023

Sitting, you know, sitting with you Barry, and, and you know, investing and being a part of a great investment firm. So after my experience in Baltimore, I, I wanted to pivot to finance and came back to school and applied to every major investment bank that did not go so well. 00:04:37 [Speaker Changed] Yeah.

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The Motley Fool

JANUARY 28, 2024

Because I think it's especially pertinent right now, where we see a lot of investment firms, investment banks starting the year with these large scale market forecasts and they turn out to be very wrong, spectacularly the majority of the time. Japan peaked its population in 2010 according to the United Nations.

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The Big Picture

JULY 24, 2023

And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller. RITHOLTZ: Is that an investable thesis? So lots of people are negative.

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The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return.

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The Big Picture

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? Let’s talk about what took place on the flash crash back in 2010. RITHOLTZ: I love the visual of this as a wedding day.

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The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

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The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

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The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. RITHOLTZ: Right.

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The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. So, the regulators are not being called to why they allowed these loans to be made by too-big-to-fail French and German banks. RITHOLTZ: Right. RITHOLTZ: Right. ADMATI: Yes.

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The Big Picture

JANUARY 30, 2024

00:24:11 [Speaker Changed] Betterment launched in 2010. What sort of advice would you give to a recent college grad interested in a career in either media or investing? 00:47:54 [Speaker Changed] So I always think the training per the investment banking training programs are a good way to start.

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The Big Picture

FEBRUARY 12, 2024

And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. From 2010 to 2014, we were fine, but then things got a little tougher in 2015 and we ran through five years where we had two awful years and three mediocre years.

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The Big Picture

APRIL 18, 2023

From 2004 until 2010, we were having babies, and one of the places we would always go is either Tate Britain or Tate Modern. RITHOLTZ: — firms or private equity firms? BARATTA: Yeah. The first job for Morgan Stanley was McCown De Leeuw. BARATTA: It’s a great building that had a beautiful collection.

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The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. RITHOLTZ: Right.

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The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. But it was kind of late. RITHOLTZ: Really? DUTTA: Yes.

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Sara Grillo

SEPTEMBER 26, 2022

Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively.

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