The TRADE

NOVEMBER 14, 2023

Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.

Asset Management 59

Asset Management Management Investment Banking Financial Institution 59

Peak Frameworks

AUGUST 24, 2023

Benefits: Extended reach, reduced operational burden, and potential for higher sales volume. Benefits: Increased market penetration and potential for higher sales. Limitations: Potential channel conflict and increased management complexity. Effect on Cost of Sales Companies can control costs by optimizing their distribution.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. By contrast, at a single-manager fund, you’d probably get a more open-ended task, such as one week to find, research, and pitch your own idea.

Funds 104

Funds Management Recruitment Portfolio 104

The TRADE

OCTOBER 18, 2024

According to Coalition Greenwich, the top dozen investment banks offering prime services saw revenues rise to a record $20.4 Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. billion in 2023.

Funds 69

Funds Broker Banking Bank 69

Mergers and Inquisitions

MAY 24, 2023

I did my usual LinkedIn survey of professionals at event-driven hedge funds and got the following results for the most common backgrounds: Other Hedge Funds: 37% Investment Banking: 26% Sales & Trading: 26% Other (Credit, Equity Research, Corp Dev, Consulting, etc.): should convertible arbitrage be in this category?) .):

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” This context is crucial for our day-to-day operations.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

JANUARY 3, 2024

As the client need grows in complexity, the relationship has grown beyond that of a portfolio manager with the outsourced trading provider – it is important to match up well, firm-to-firm, to plan together for future needs, and to expand the relationship from one that is mostly transactional to a solutions-based partnership.

Trading 64

Trading Asset Management M&A Broker 64

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. RFQ allows buy-side firms to send out a request for a price to multiple firms at once for the purchase or sale of a security.

Trading 120

Trading Investors IT S&P 120

The TRADE

FEBRUARY 12, 2025

During her tenure at Morgan Stanley, Goldie most recently served as a trader, a position she held for over a year, having previously worked as a portfolio management associate. Elsewhere in her career, Goldie held various portfolio management-related roles at Eaton Vance.

Investment Manager 64

Investment Manager Management Investment Portfolio Management 64

Mergers and Inquisitions

MARCH 5, 2025

For example, a company may have won approval for its drug and indicated that its expected peak sales will be $5 billion annually. Based on this, the market values the company at a 1x Enterprise Value / Peak Sales multiple, so its current Enterprise Value is $5 billion. Short LQDA, Long UTHR: This works if you have the opposite view.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64