The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

FEBRUARY 28, 2024

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. The legal side is quite important because you must read the debt agreements to understand each issuance’s covenants and other terms. a credit rating vs. an investment recommendation).

Equities 59

Equities Asset Management Debt Funds 59

The TRADE

OCTOBER 24, 2024

While perhaps not one of the most exciting aspects of the trade lifecycle, settlement is a central process that acts as a pillar for the capital markets. Usually hosted by bulge bracket banks, SIs are an internalising mechanism that allow banks to execute flow over the counter or off exchange.

Trading 120

Trading Investors IT S&P 120