The TRADE

SEPTEMBER 20, 2023

The period is seen as critical for an industry still struggling to comprehend the far-reaching changes which will occur once the settlement cycle is shortened for US equities. Testing began for the shift in the US on 14 August and will run until the implementation date.

Trading 59

Trading Investment Manager Broker Management 59

The TRADE

SEPTEMBER 27, 2023

Brian Steele has been appointed president of clearing and securities services at the Depositary Trust and Clearing Corporation (DTCC), set to leverage his two decades of experience in clearance, settlement and middle office operations.

Securities 69

Securities Management Trading Investment Manager 69

The Risk Arbitrage Report

OCTOBER 2, 2022

New Deals: • EQT Private Equity to acquire Btrs Holdings Inc Com (BTRS). Management to acquire O2 Micro International Adr Sponsored (OIIM). Vista Equity Partners & Elliott Investment Management completes acquisition of Citrix Systems Inc Csh Mrg @$104/Sh 9/30/22 (CTXS). Sh 9/27/22 (GCP). Community Bancorp, Inc.

Private Equity 40

Private Equity Acquisitions Investment Manager Food 40

The TRADE

FEBRUARY 14, 2024

Goldman Sachs has achieved improvements in enhancing trade settlement efficiency through the use of Depository Trust and Clearing Corporation (DTCC)’s Central Trade Matching (CTM)’s Match to Instruct (M2i) workflow. M2i is core to this objective.”

Trading 52

Trading Investment Manager Management Financial Services 52

The TRADE

JUNE 20, 2023

The treasury offering adds to Bloomberg’s existing D&I dealer programme, which was introduced in 2017 with boutique investment bank CastleOak Securities. The launch CastleOak’s US corporate bond electronic trading platform, DirectPool, which provides all-to-all services for clients, was supported by Bloomberg.

Broker 64

Broker Trading Electronics Boutique 64

The Risk Arbitrage Report

OCTOBER 16, 2022

Vista Equity Partners to acquire Knowbe4 Inc Com Cl A (KNBE). Taylor Maritime Investments Limited to acquire Grindrod Shipping Holdings Ltd Com (GRIN). Closed Deals: • Elliott Investment Management & Brookfield Business Partners completes acquisition of Nielsen Hldgs Plc Csh Mrg $28.00/Sh Sh 10/12/22 (NLSN).

Acquisitions 40

Acquisitions Medical Investment Manager Corporation 40

The TRADE

JUNE 19, 2023

Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Ortega served as European head of emerging market sales at Santander Corporate and Investment Banking.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

JULY 7, 2023

The acquisition of Conning, which has extensive long-standing insurance and institutional client base in the US and Asia, will also expand Generali’s remit in those regions and its capabilities across fixed income, structured and corporate credit, emerging market debt and private real estate.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

Growth Business

JUNE 29, 2023

Keep information at the absolute minimum level that is sufficient to make an impact,” Alastair Moore, an investment manager at Par Equity says. They do not start thinking about the company pitching for their investment. To avoid overload, analyse all content to ensure relevance and clarity, and trim where required.

Business 98

Business Investors IT Investment 98

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. Although I had been trading for a long time my background had been mainly in equities so moving to multi-asset was quite a shock to the system and a steep learning curve.

Trading 52

Trading Asset Management Equities Management 52

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. The investing activities comprise the long-term asset purchase or sale. In contrast, the financing activities involve all transactions that affect the equity and liabilities of a company.

Accountant 98

Accountant Finance Finance Profitability 98

The TRADE

OCTOBER 27, 2023

Broadridge, LTX Broadridge Financial Solutions subsidiary LTX has made strides over the last 12 months in its mission is to further electronify the corporate bond market. In July, LTX integrated with BlackRock’s end-to-end investment management and operations platform Aladdin as part of the next phase of the pair’s multi-year partnership.

Trading 59

Trading Management Book-building Electronics 59

The Deal

JULY 18, 2023

For instance, Ridgemont Equity Partners ‘ January investment in food distributor Worldwide Produce was supported by six direct lenders including Ares Capital Corp. , NXT Capital LLC , Kayne Anderson Private Credit, Manulife Investment Management , PNC Erieview Capital and Yukon Partners Management LLC.

Debt 52

Debt Finance Finance Private Equity 52

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year.

IT 52

IT Trading Accountant Investors 52

Cooley M&A

JANUARY 20, 2022

While R&W insurance has been a staple for private equity buyers for several years, the increased adoption of R&W insurance by strategic acquirers in acquisitions of private targets is a notable trend – almost 30% of all R&W policies in 2021 were procured by strategic buyers. [1]. Greener pastures ahead?

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

The TRADE

APRIL 9, 2025

The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

NOVEMBER 20, 2024

Rounding up the buy-side awards, Glenmede Investment Management’s Melissa Hinmon, was honoured with the Buy-Side Market Structure Expert of the Year award. BMLL claimed the award for Outstanding Market Data Services Provider – Equities, while Bloomberg took home the same award but for Fixed Income.

Trading 64

Trading Asset Management Capital Market Capital 64