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Portfolio trading is on the up but only some can make it pay

The TRADE

It could be that sell-side don’t profit as much on the PT, maybe they’re even flat on the PT, but they’re axed to buy a large block of securities and risk to create opportunity across the full ecosystem of asset classes and wrappers. There may be some firms that aren’t realising the same value for various reasons,” he said. “It

Portfolio 104
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9 Concepts We Can Learn About Raising Capital From How2Exit's Interview W/ Richard Luftig

How2Exit

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Investing in highest and best use is a term used to describe the process of investing in the most efficient and profitable use of a resource. After four years, in 1990, the economy was slow and the deal flow was slow.

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Trading at the frontier

The TRADE

Given the liquidity landscape can often be more sparse or difficult to navigate, the use of local brokers alongside the bulge brackets is something Willis thinks is essential to minimise market footprint. Due to lower demand, bulge brackets will sometimes not cater for the particulars of what frontier traders are looking to execute.

Trading 59
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Investment Banker Salary and Bonus Report: 2022 Update

Mergers and Inquisitions

Benefits: Finally, you’ll get health insurance, vacation days, and potential participation in the firm’s profit-sharing or 401(k) retirement plans. Meanwhile, Goldman Sachs paid quite well, with many Associates in the $400K – $500K total compensation range, and various other bulge bracket and middle market firms followed suit.

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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?

Mergers and Inquisitions

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

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The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks. This is an ongoing pattern that we suspect will continue for some time.”

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