The Motley Fool

MARCH 24, 2024

Today, Bank of America is among the largest financial institutions in the United States and the world. It easily sailed through the early 2023 bank runs that felled a number of smaller, regional banks. For investors that prefer to stick with domestic companies, it is a great choice in the bank sector.

Banks 231

Banks Financial Institutions Investment Banking Investment Banks 231

Private Equity Wire

JANUARY 12, 2024

He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City. Koch first joined Kainos in 2014 as an Associate and rejoined in 2019 as a Vice President.

Mergers and Acquisitions 85

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 85

Private Equity Wire

NOVEMBER 1, 2023

As well as fund structuring advice, Han Mong also counsels fund managers on the establishment of business operations in Singapore, together with the formation, structuring, and registration of investment funds in Singapore and numerous other jurisdictions across Asia-Pacific and various offshore fund domiciles.

Law Firms 80

Law Firms Financial Institutions Investment Banking Investment Banks 80

Private Equity Insights

OCTOBER 19, 2023

While Quadria did not name the limited partners, VCCircle reported in August that the firm was set to receive $35m from German development financial institution DEG, which also invested $30m in its second fund.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

AUGUST 23, 2023

Analysts at investment bank UBS have given it a price target of $86, or 135% higher than where it trades as of this writing. Things were going well up until 2022 when a rapid rise in interest rates shook the confidence of Upstart's funding partners (banks and financial institutions).

Financial Institutions 246

Financial Institutions Banks Investment Banking Investment Banks 246

The Motley Fool

JANUARY 25, 2024

These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. Management's vision for SoFi is that the platform will be a one-stop shop for all your financial needs -- lending, investing, banking, and more.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Initial Public Offering Exchange-Traded Funds Financial Institutions 130

Blackstone News

FEBRUARY 27, 2024

Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider. The Transaction is expected to release approximately GBP£1.0

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Hedge Funds Banks Financial Institutions 52

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

Banks 59

Banks Pension Funds Investing Financial Institutions 59

The Motley Fool

JULY 24, 2023

Bill Mann: You always have to be a little bit careful when you're talking about financial institutions and their earnings because a lot of times what you're basing on, I think when a lot of people think earnings, they think of a cash return, and in the case of Goldman, they had two things that impacted their earnings very badly.

Debt 130

Debt Banks Financial Institutions Investment Banking 130

Oakhill

MAY 4, 2023

is a full-service investment banking firm headquartered in Little Rock, Arkansas serving a broad client base of corporations, state and local governments, financial institutions, institutional and individual investors throughout the United States and overseas. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

AUGUST 16, 2023

Berkshire Hathaway is a holding company that also deals with insurance; JPMorgan Chase is a top investment bank; Bank of America is a top consumer bank ; and Visa and Mastercard lead the way in payments processing. Despite the top-heaviness of the ETF, it covers a lot of ground.

Banks 130

Banks Exchange-Traded Funds Financial Institutions Investment Banking 130

The Motley Fool

MARCH 13, 2024

And as part of a seven-figure fourth quarter deal, they plan to deploy Communications Mining in their corporate investment banking, commercial banking, and HR departments. Also the messaging around the GSIs, the partners, that's where the platform becomes even more important.

Leveraging 130

Leveraging Banks Capital Financing 130

The Motley Fool

JULY 14, 2023

As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8%

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. SALISBURY: Generally, it’s asset liability mismatches that causes bank failures, but it also causes, in some cases, hedge fund failures and other financial institutions to fail. I graduated college, realized I needed to get a job.

Liabilities 116

Liabilities Assets Banks Hedge Funds 116

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. What should banks and financial institutions be doing differently? And so, it was a wonderful life and during COVID in the banking sector.

Banks 79

Banks Debt Financing Finance 79

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. BITTERLY MICHELL: Yeah, so any data that we have obviously has a large financial ….

Banks 116

Banks Assets Capital Hedge Funds 116

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group. MIELLE: So financial institutions were not my industry to cover.

Hedge Funds 110

Hedge Funds Funds Assets Consultants 110

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. These institutional deposits are complemented by $416 billion of U.S.

Banks 130

Banks Capital Assets Portfolios 130

The Motley Fool

JULY 18, 2023

While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams. We did see some competitive pressure this quarter within about roughly $40 billion of CDs as some of the financial institutions pushed prices higher.

Banks 100

Banks Leveraging Taxes Accounting 100

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Mergers and Acquisitions 101

Mergers and Acquisitions Banks Capital Companies 101

The Big Picture

APRIL 25, 2023

That’s what big financial institutions are after. And to this day, I think about that when we think about the inequity that exists between financial institutions and retail customers, right? And the good work that since that book was written, that advisors have really done to democratize investing.

Legal 61

Legal Law Firms Consultants Consulting 61

The Big Picture

OCTOBER 3, 2023

You know, funding a, a a a a institution or funding a bank is really important. As I, as I always used to say to people, you know, these banks or these financial institutions, they don’t run outta equity. 00:34:03 You’re understanding that, look, you have a lot of the risks that they do.

Taxes 108

Taxes Banks Capital Debt 108