Global Banking & Finance

AUGUST 8, 2024

Ardhendu Sekhar Nanda is a renowned Fintech expert in Treasury data services, Treasury management and Market data, boasting two decades of extensive experience in the financial services and technology sectors. He has played a pivotal role in global corporations in successfully implementing Fintech solutions across various banking verticals.

Investment Manager 40

Investment Manager Management Financial Services Trading 40

Global Newswire by Notified: M&A

JULY 30, 2024

TORONTO and LAVAL, Quebec, July 30, 2024 (GLOBE NEWSWIRE) -- Global diversified professional services and investment management company, Colliers (NASDAQ, TSX: CIGI), announced today it has completed its previously announced acquisition of a controlling interest of Englobe Corporation (“Englobe”), a leading Canadian multi-discipline engineering, environmental (..)

Acquisitions 45

Acquisitions Professional Services Engineering Investment Manager 45

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance. Are you preparing for the buyside?

Investment 147

Investment Investment Banking Finance Finance 147

The TRADE

SEPTEMBER 10, 2024

The development has enabled six investors to follow-on from their original investment and four additional investors to join the group of firms with a stake in FINBOURNE. FINBOURNE provides investment management solutions and a cloud-native data management platform.

Funds 64

Funds Financial Services Investors Investment Banking 64

Global Newswire by Notified: M&A

JULY 30, 2024

VICTORIA (BC), LONDON & NEW YORK, July 30, 2024 (GLOBE NEWSWIRE) -- British Columbia Investment Management Corporation (“BCI”), one of Canada’s largest institutional investors, today announced it has entered into a definitive agreement with Arctos Partners (“Arctos”), a private investment firm, to sell its majority stake in Hayfin Capital Management (..)

Asset Management 40

Asset Management Investment Manager Management Funds 40

TKO Miller

JUNE 21, 2023

in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee. Noah was a two-time competitor and 2023 finalist in the Association for Corporate Growth (ACG) Cup competition. Noah joined TKO Miller as an intern in 2022. Noah holds a B.B.A

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Benchmark International

AUGUST 4, 2023

Family offices is a private wealth management firm established by an ultra-high-net-worth family. They provide that family personalized services, including investment management, financial planning, estate and tax planning, and more.

Investment Manager 52

Investment Manager Management Investment Mergers and Acquisitions 52

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. As part of the same transaction, Great West will become a strategic shareholder in Franklin, holding a 6.2% stake in the company.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

The TRADE

JANUARY 31, 2024

It’s the non-cleared flow, the bilateral settlement piece, where there are still challenges, Wotton said.

Trading 59

Trading Broker Investment Manager Investment 59

The TRADE

FEBRUARY 6, 2024

ICE TMC offers execution of: mortgage-backed securities; certificates of deposit; and corporate, government, municipal, and agency bonds. Tigress is the industry’s only certified disabled and women-owned financial services firm with a network of dealers and investment managers.

Financial Services 59

Financial Services Trading Investment Manager Investment 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 TRADE

JUNE 29, 2023

Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries. Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies.

Investment 64

Investment Investors Asset Management Sale 64

The TRADE

JULY 12, 2023

Broadridge Financial Solutions subsidiary LTX has 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 52

Trading Investment Manager Corporation Management 52

The TRADE

SEPTEMBER 20, 2023

Earlier this week, The Depository Trust & Clearing Corporation (DTCC) revealed that 350 investment managers are now leveraging CTM’s automated trade affirmation capabilities to accelerate the post-trade lifecycle, as firms prepare for the US move to T+1 trade settlement.

Trading 59

Trading Investment Manager Broker Management 59

The TRADE

JULY 4, 2023

The offering from Bloomberg allows firms to capture all relevant messages from Bloomberg Messages (MSG) and Instant Bloomberg (IB) as well as corporate email, social media and chat platforms.

Electronics 64

Electronics Capital Trading Management 64

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

SEPTEMBER 19, 2023

The D epository Trust & Clearing Corporation (DTCC) has revealed that 350 Investment managers are now leveraging CTM’s automated trade affirmation capabilities to accelerate the post-trade lifecycle, as firms prepare for the US move to T+1 trade settlement.

Trading 59

Trading Broker Investment Manager Management 59

The TRADE

JUNE 19, 2023

As part of the new system-wide exploratory scenario (SWES) exercise, participants including major banks, hedge funds, asset managers and pension funds will be asked to evaluate the impact of “severe but plausible” stress including what actions they might individually take in that scenario, with a focus on the UK markets.

Bank 52

Bank Banking Asset Management Funds 52

The Risk Arbitrage Report

OCTOBER 16, 2022

. • 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 Nikola Corporation Com (NKLA) completes acquisition of Romeo Power Inc Com (RMO). .

Acquisitions 40

Acquisitions Medical Investment Manager Corporation 40

The New York Times: Banking

FEBRUARY 19, 2024

Financial giants were already trimming their climate pledges amid Republican attacks. Then came concerns about legal risks.

Investment Manager 140

Investment Manager Financial Institution Corporation Management 140

The Risk Arbitrage Report

OCTOBER 2, 2022

. • Vista Equity Partners & Elliott Investment Management completes acquisition of Citrix Systems Inc Csh Mrg @$104/Sh 9/30/22 (CTXS). Prologis Inc Com Usd0.01 (PLD) completes acquisition of Duke Realty Corporation.475:1 Cbtx Inc Com (CBTX) completes acquisition of Allegiance Bancsha 1.4184:1 Exc 10/3/22 12481V104 (ABTX).

Private Equity 40

Private Equity Acquisitions Investment Manager Food 40

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 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

The TRADE

JUNE 19, 2023

Elsewhere in his career, Ortega served as European head of emerging market sales at Santander Corporate and Investment Banking. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

Sale 64

Sale Asset Management M&A Investment Banking 64

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 TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. We are nimble and agile.

Funds 59

Funds Capital Capital Market S&P 59

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. While using a slide deck has advantages in terms of making a presentation look professional, it can have the opposite effect if too much information is crammed in.

Business 98

Business Investors IT Investment 98

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. Management relies on the statement of cash flow for strategic decision-making. It assists in planning investments, managing working capital, and determining the need for external financing.

Accountant 98

Accountant Finance Finance Profitability 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. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.

Trading 52

Trading Asset Management Equities Management 52

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Discount brokerages offer fewer services but at a lower cost. They primarily focus on executing trades, like E*TRADE.

IT 52

IT Trading Accountant Investors 52

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

Cooley M&A

JANUARY 20, 2022

In response, more than 50 major law firms (including Cooley) published a joint statement stating that there was no legal basis for the claim advanced by the plaintiffs, but it appears as though William Birdthistle, the SEC’s new Director of Investment Management, may disagree. Greener pastures ahead?

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

JD Supra: Mergers

FEBRUARY 5, 2025

Updated Principles of Remuneration - On the 9 October 2024, the Investment Association (IA), a trade body for UK investment managers, published the Principles of Remuneration (the Principles). IA members are significant investors in UK listed companies and are as investors, responsible for 9.1trillion assets under management.

Government 177

Government Corporation Investment Manager Investors 177

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

Rowe Price Buy-Side Market Structure Expert of the Year Melissa Hinmon, Glenmede Investment Management Lifetime Achievement Dan Royal, global head of equity trading, Janus Henderson The post The TRADE announces Leaders in Trading New York 2024 award winners appeared first on The TRADE.

Trading 64

Trading Asset Management Capital Market Capital 64