Intrepid Banker Insights

SEPTEMBER 28, 2023

Intrepid Investment Bankers Between the Lines: Navigating Hard Knocks in the Capital Markets Intrepid Capital Advisory MARKET MOMENTS THAT MATTER The return of football season is upon us, bringing nonstop action on both sides of the ball. While offense grabs the headlines, everyone knows that defense wins championships.

Capital Market 52

Capital Market Capital Advisory Investment 52

Intrepid Banker Insights

JANUARY 22, 2025

Amidst these challenges, the private capital markets are shaping up for a very busy year.

Middle Market 52

Middle Market Capital Advisory Capital Market 52

OfficeHours

AUGUST 10, 2023

We are excited to invite you to our upcoming webinar, a unique opportunity to gain insights from an industry professional who transitioned successfully from being an M&A Investment Banking Analyst at RBC Capital Markets into a Senior Strategy Analyst at The Walt Disney Company.

Corporation 130

Corporation Recruitment Investment Banking Analyst M&A 130

The TRADE

JUNE 5, 2024

“BlackRock is proud to be a founding investor in the Texas Stock Exchange to increase liquidity and improve market efficiency for BlackRock’s clients and other investors in the US capital markets,” said a BlackRock spokesperson.

Securities 111

Securities Capital Raising Investors Financial Institution 111

OfficeHours

JUNE 6, 2023

Venture capital focuses on early-stage companies with high growth potential. VC investors provide capital to startups and small businesses in exchange for equity ownership. Growth equity investments target companies that have already demonstrated market traction and a proven business model.

Private Equity 147

Private Equity Equities Debt Investment 147

OfficeHours

OCTOBER 11, 2023

OfficeHours is an online platform that provides 1-on-1 coaching, training, and advice to help you land a job in competitive finance careers including investment banking, private equity, growth equity, venture capital, and hedge funds. Yes, I’m interested! The post 10-11-2023 Newsletter: How to win in Investment Banking?

Investment Banking 130

Investment Banking Bank Banking Investment 130

The TRADE

OCTOBER 25, 2024

Elsewhere in his tenure at NatWest Markets, he worked as a US rates strategies. Roberts announced his appointment in a social media post. Gassner joined the firm from RBC Capital Markets, where she served in the same role for three years prior to the move.

Bank 64

Bank Banking Electronics Capital Market 64

The TRADE

OCTOBER 2, 2023

According to an update on his social media, Chesterton joined Balyasny from Capstone Investment Advisors after nearly a year and a half, most recently serving as vice president, portfolio finance and treasury trading. Axis Capital Markets appointed Lewis Jones in an institutional sales and trading role.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

JANUARY 8, 2024

Tamou joined the quantitative and systematic investment manager as a quantitative trader after most recently serving as an equity trader at RBC BlueBay for nearly three years, according to an update on his social media. He originally joined the asset manager as an investment operations analyst in 2020.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

MARCH 19, 2024

Read more: Saudi Exchange makes push into algo and high frequency trading In a social media post Noelle Al-Jaweini, acting chief of derivatives, congratulated Yazaid H. Over the past year, Saudi Exchange has seen a number of key developments within its franchise.

Trading 69

Trading Capital Market Media Portfolio 69

The TRADE

MARCH 31, 2025

Industry stalwart McLoughlin has an extensive career history in trading, having previously served as a global equity and derivatives trader at Legal & General Investment Management (LGIM) for a year and as a senior trader at RAB Capital for five and a half years. He currently serves on the board of directors at Plato Partnership.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59

The TRADE

APRIL 10, 2024

Read more: LedgerEdge closes three years after launch “As many of you know, Brian is a proven multi-asset trader and trading technologist with valuable asset management and capital markets experience,” said Stephen Berte, president at BIDS Trading, in a social media post.

Trading 64

Trading Asset Management Electronics Capital Market 64

The TRADE

JULY 25, 2023

According to an update on his social media, Taitz joins buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

Trading 52

Trading Asset Management Investment Banking Capital Market 52

Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

The TRADE

JUNE 14, 2024

“The Panel is an independent statutory body, set up to provide advice and challenge from the point of view of financial market participants, and in order to provide input to the FCA to help it in meeting its strategic and operational objectives,” Aquis Exchange said in a statement on social media.

Financial Market 59

Financial Market Capital Market Media Trading 59

The TRADE

OCTOBER 16, 2023

In his new role, he will be responsible for boosting the exchange’s rankings and driving its next stage of growth after a series of senior leadership changes from within its capital markets business. Elsewhere in his career, Cain held an equity derivatives sales and trading position at Barclays Capital.

Equities 69

Equities Sale Trading Investment Banking 69

The TRADE

JULY 3, 2023

His fellow co-head is Nicholas Hemmerly who joined Clear Street from his role as senior managing director, head of investment banking at Bridgeway Capital Partners. Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. His next role is unconfirmed.

Trading 64

Trading Investment Banking Bank Banking 64

The TRADE

JANUARY 29, 2024

Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years. His previous roles also include stints as a portfolio/ETF execution trader at Barclays Capital; pan European sales trader at Blue Oak Capital; stockbroker at Compagnie Financial Tradition; and equity dealer at City Equities.

Sale 40

Sale Portfolio Trading Capital 40

The TRADE

JULY 29, 2024

Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side. Previously in his career he worked for the London Stock Exchange Group, including as a market risk analyst at LCH. Ninety One trader Tom Nickalls is set to leave the asset manager after 11 years to join Morgan Stanley.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

SEPTEMBER 18, 2023

According to an update on his social media, Federico Grasso has joined BlackRock’s Aladdin as vice president in engineering solutions after spending the last year at FlexTrade, in a pre-sales role for its buy-side order management system business, FlexONE.

Bank 64

Bank Banking Stock Equities 64

The Harvard Law School Forum

JUNE 27, 2023

However, additional rate hikes may carry consequences of their own, as the ever-present threat of a recession exposes risks to equity investors, just when it seemed the market was moving past a potential banking crisis. [9] 9] With share prices of financial institutions under pressure, shareholder activists began circling the sector.

Financial Institution 83

Financial Institution Bank Banking Consulting 83

Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. Fintechs, digital from day one, are agile enough to not only innovate, but innovate with speed. And with 291.3

Management 52

Management Portfolio Management Portfolio Financial Services 52

Tyton Partners

MARCH 13, 2024

With offices in Boston and New York City, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 69

Education Consulting Mergers and Acquisitions Investment Banking 69

Intrepid Banker Insights

JUNE 5, 2024

Intrepid’s Supply Chain & Logistics Group will offer M&A advisory and other capital markets support to middle-market companies offering transportation & logistics services and a diverse range of mission-critical supply chain solutions.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Tyton Partners

SEPTEMBER 24, 2024

With offices in Boston and New York City, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 52

Education Consulting Mergers and Acquisitions Investment Banking 52

The TRADE

OCTOBER 18, 2024

Penny Novick, global co-head of prime brokerage at Morgan Stanley, picks up on this point, stating: “With heightened dispersion across equity markets, hedge funds continue to see strong opportunities to generate alpha globally, which has led to increased levels of gross exposure being deployed across the fundamental long/short universe.

Funds 69

Funds Broker Bank Banking 69

Accenture Capital Markets

DECEMBER 2, 2024

More recently, the media have also been paying more attention to retirement-related topics, bringing them to the forefront of participants’ minds. The post Building trust in retirement through engagement appeared first on Accenture Capital Markets Blog.

Economics 52

Economics Accountant Education Capital Market 52

Tyton Partners

APRIL 15, 2024

With offices in New York City and Boston, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 52

Education Accountant Consulting Mergers and Acquisitions 52

Tyton Partners

FEBRUARY 8, 2024

With offices in New York City and Boston, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 52

Education Investment Finance Finance 52

The Harvard Law School Forum

JUNE 27, 2023

However, additional rate hikes may carry consequences of their own, as the ever-present threat of a recession exposes risks to equity investors, just when it seemed the market was moving past a potential banking crisis. [9] 9] With share prices of financial institutions under pressure, shareholder activists began circling the sector.

Financial Institution 52

Financial Institution Bank Banking Consulting 52

Tyton Partners

FEBRUARY 15, 2024

With offices in New York City and Boston, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 52

Education Consulting Mergers and Acquisitions Investment Banking 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth. What is private equity and how does it work? However, there is hope things will improve in 2024.

Private Equity 59

Private Equity Equities Investment Business 59

Tyton Partners

SEPTEMBER 13, 2023

With offices in New York City and Boston, the firm has an experienced team of bankers and consultants who deliver a unique spectrum of services from mergers and acquisitions and capital markets access to strategy development that helps companies, organizations, and investors navigate the complexities of the education, media, and information markets.

Education 52

Education Utilities Mergers and Acquisitions Advisory 52

The TRADE

AUGUST 7, 2023

It’s in people’s DNA to invest in capital markets in the US. Hendry on the other hand expressed that it was a one-off case: “It was a perfect storm, people had more time on their hands, more cash to spend, and a social media presence promoting that trade idea to millions of people. I don’t think we are going to see it again.”

Retail 52

Retail Trading Investors IT 52

The TRADE

MARCH 4, 2024

Among those to have responded have been the International Capital Market Association (ICMA), International Securities Lending Association (ISLA) and the Association of Global Custodians (AGC). In addition, the move was put into the context of a possible shift to T+1 in Europe, along with the Capital Markets Union.

Securities 96

Securities Trading Capital Market Capital 96

The TRADE

APRIL 11, 2024

“Nathalie brings with her a wealth of experience in sales trading, having spent 12 years at Credit Suisse as director of electronic sales trading covering Europe hedge funds,” said Nicolas Rivard, head of cash equity and data services at Euronext, in a social media post.

Sale 64

Sale Equities Electronics Trading 64

The TRADE

MARCH 4, 2024

Previously in his career he spent a year and a half at Fideuram Asset Management Ireland as a trader in equity and derivatives and spent nearly three years at ING Eurasia ZAO in money markets roles. Shastry, a managing director based in London, had been with the firm for over ten years.

Asset Management 72

Asset Management Sale Trading Equities 72