OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management.

Private Equity 147

Private Equity Equities Investment Valuation 147

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Peak Frameworks

SEPTEMBER 12, 2023

Applications of VaR VaR is not just a theoretical concept; its practical applications are wide-ranging: Portfolio Management: Helps in understanding potential risks and tailoring portfolios accordingly. Liquidity Concerns: VaR models might not consider liquidity risks, leading to underestimation of potential losses.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading 98

Trading Asset Management Management Electronics 98

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold. See event info pages for details.

Business 59

Business IT Mergers and Acquisitions M&A 59

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them.

Trading 52

Trading Portfolio Management Portfolio IT 52

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading 52

Trading Portfolio Management Asset Management Management 52

M&A Leadership Council

MARCH 1, 2024

And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms. See event info pages for details.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. So, you know, those are two very important big life events that are tied to your employer providing those to you. And that could be anything from pregnancy to, you know, getting a scary mole. So you think about it.

Insurance 52

Insurance M&A Healthcare Medical 52

The TRADE

OCTOBER 31, 2024

There are few in this industry – and outside of it – that haven’t heard about the events in the late 90s and early 2000s that saw the dotcom bubble burst and send markets into disarray. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

The TRADE

MAY 1, 2024

Core values After two years at RBC, Papanichola landed himself his first hedge fund role at Elliot Management Corporation as a multi-product manager and arbitrage portfolio manager mentored by Jon Pollock, Jean Luc Harnay, and Phil Streeton. As Elliot has gotten bigger, those jobs have become much more pigeonholed.

Trading 59

Trading Capital Funds Investment 59

Transactional Delights

DECEMBER 6, 2020

Here are the most important legal terms and concepts based on how the CLGX matter played out: Share Lockup : Neither Senator nor Cannae can sell any of its shares, swaps, or derivatives unless one of two events occurs, a Termination Event or an Offer Abandonment. Company Transaction : an acquisition of CLGX by Cannae.

Investors 40

Investors Shares Stock IT 40

The TRADE

OCTOBER 9, 2023

Events from the last three years have translated otherwise dormant interest rates into a hive of activity for fixed income traders as global economies work to combat the threat of inflation and recession. Something that has become only too apparent throughout the course of 2023.

Trading 64

Trading Electronics Portfolio IT 64

Growth Business

SEPTEMBER 21, 2023

You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” Sometimes there are events, but this is a typical day.”

Capital 52

Capital Book-building Investment Portfolio 52

Razorpay

DECEMBER 15, 2024

After an initial consultation, the private banker assesses John’s financial situation and develops a customized wealth management plan. Customized Portfolio Management This involves private bankers working together to create a tailored investment strategy that meets the needs of individual investors and their personal financial goals.

Bank 52

Bank Banking IT Management 52

The TRADE

OCTOBER 9, 2024

Having a cohesive team globally has proved an increasingly essential tool for institutions in light of the ongoing globalisation of finance and the turbulence caused by market events in the last few years. For him, it is the correlation between real world events and the markets that drew him to his role in finance in the first place.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Peak Frameworks

MAY 17, 2023

VBA for Excel: A Basic Understanding Definition of VBA VBA, or Visual Basic for Applications, i s an event-driven programming language developed by Microsoft. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It But, of course, there is more to come, and the market is prepping.

Trading 59

Trading Investors Portfolio Investment 59

The TRADE

AUGUST 25, 2023

Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Business 52

Business Trading Electronics IT 52

The TRADE

AUGUST 14, 2023

Now more than ever, traders need to be plugged into news events, both stock specific and macroeconomic news and need to have a strong understanding of the read across between markets, for example single name credit default swaps spreads versus the stock or corporate bond spread.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

OCTOBER 18, 2024

We started to see a little bit of what I imagined was going to be the evolution of that market, which is a number of strong portfolio managers from those multi manager platforms coming out, launching their own funds. And we’ve seen some significant launches this year in that space.

Funds 69

Funds Broker Bank Banking 69

The TRADE

OCTOBER 2, 2024

As a result of this, traders are left with increased capacity to focus more on executing larger orders and value-add idea generation for portfolio managers. “The With electronic trading comes the added benefit of requiring less time to be spent on small trades.

Trading 64

Trading Electronics Management Broker 64

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years.

Broker 113

Broker Asset Management Trading Funds 113

Peak Frameworks

JULY 20, 2023

The financial crisis of 2008 , for instance, exposed these limitations, as the 'Black Swan' event (an unpredictable event with severe consequences) proved that diversification might not always provide the expected protection against risk.

Portfolio 40

Portfolio Investors Finance Finance 40

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. Unpredictable activity in the markets such as Black Swan events can render algorithms that rely on historical data useless and result in losses for firms.

Trading 120

Trading Investors IT S&P 120

The TRADE

JANUARY 29, 2025

Portfolio management and research partnerships drive our competitive advantage [] This integration between trading and the investment platform creates a powerful feedback loop that enhances transaction quality and client investment outcomes.

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers. Of course, biotech is not an official hedge fund strategy.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

The TRADE

FEBRUARY 17, 2025

Also from TD Cowen is Tarquin Orchard who was named global head of event-driven strategies. In addition, Phillip Hylander was appointed managing director, execution, following two years as chief executive of OREGEN Technologies. Elsewhere in her career, Goldie held various portfolio management-related roles at Eaton Vance.

Management 64

Management Capital Portfolio Management Investment Manager 64

The TRADE

JANUARY 2, 2025

Around 75% of leaders from UK and Singapore view outsourced managed services as having a highimpact on costreduction, according to FISs 2024 Global Innovation Research. There is also increasing geopolitical risk, such as the ongoing Russia and Ukraine conflict and the reignited Syria crisis.

Trading 59

Trading Capital Market Capital Asset Management 59