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Board of Directors Shareholders' Monthly / Quarterly Report

Francine Way

It is very common for a Corporate Strategy & Development person (especially those with cross-functional project management background) or a CEO’s Chief of Staff to be tasked with the responsibility of generating a monthly / quarterly report of some sort for the executive team, the Board of Directors (BoD), or both.

S&P 130
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Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

How2Exit

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. This collaborative approach allows various experts to contribute their skills to the success of a deal.

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DTCC connects Saphyre’s trade solution to ALERT platform

The TRADE

Gabino Roche, chief executive and co- founder of Saphyre, said: “This collaboration between Saphyre and DTCC is another example of how Saphyre is leveraging pre-trade data to manage Ready-To-Trade capabilities for the front office while proactively streamlining post-trade settlement activities.

Trading 64
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M&A Blog #24 - Merger Relative Valuation

Francine Way

Many things have happened since then, including having 2 Corporate Development & Strategy jobs with a large, domestic conglomerate in Jacksonville, Florida and a smaller international technology company in Seattle, Washington. As a Corporate Development & Strategy personnel, my task was to answer these questions.

Valuation 130
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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy. We all sit together in our headquarters, and we emphasise collaboration. We are nimble and agile.

Funds 59
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The TRADE predictions series 2024: The future of growing datasets

The TRADE

Firstly, with more data freely available in data networks it will become easier for buy- and sell-side firms to interact and collaborate, using data to make decisions about who they trade with and how they execute trades most effectively and profitably.

Trading 64
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BlackRock Gives Up Its Votes Where Viable, but Do Institutional (40% of $4.8 Trillion to Start With) and Retail Clients Want the Vote? And What About BlackRock’s ESG Infrastructure?

Transactional Delights

Disclaimers: [link] In some pretty big corporate governance news, BlackRock recently announced that in 2022, it will be taking its first steps to “ expand the opportunity for clients to participate in proxy voting decisions where legally and operationally viable.” trillion). [1]

Retail 40