📢 After closing over a trillion dollars of transactions, including one of the largest restructuring deals of all time, WorldCom MCI and helping settle one of the most hostile transactions in history- Market Basket Supermarkets. 🎧 What did Larry Grafstein, Deputy Chairman, Global Investment Banking at RBC Capital Markets learn about deal making? Below are 5 key takeaways: 1) If we tie, we lose – you need to be able to break a tie 2) Take a step back always and put yourself in the shoes of those who you are trying to advise on something, you always must ask yourself. “Okay, what do they really need to do?” 3) You always must think about why your client should work with you and with us, opposed to somebody else? What is it that we are bringing to the table? 4) Resilience 5) It is about the people To listen to all Larry’s advice in this area check out the latest episode of the Investment Banking Leaders Podcast using the link below. https://lnkd.in/ebRhQtuU #investmentbanking #success #dealmaking #dealtoys #financialtombstones #altrum
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“We've structured our research in a manner that's consistent with each investment philosophy and its risks and objectives. We haven't subscribed to one approach, but rather adapted this foundation to the unique objectives of each product.” – David Waldman, Chief Investment Officer We are an asset manager whose culture is defined by an unwavering commitment to clients. Learn more about the Loomis Sayles advantage – in our colleagues’ own words – in our video below:
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Proud to see that Capital One earned the #3 spot overall, and the #1 spot in the banking sector of this year’s American Opportunity Index - measuring how well America’s largest companies drive economic mobility and positive career outcomes for their employees. https://bit.ly/40IM2bE
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Volatile markets aren’t the time to “ride it out.” This is when strategy matters most. Rising rates and market shifts demand focus. Spot the key trends. Ignore the noise. That’s how the ultra wealthy investors win. In my upcoming event I will be joined by Salvatore Buscemi, a three-time author and family office investor who started his career at Goldman Sachs and now leads one of the world’s most exclusive investment firms. The two of us will break down where the smart money is heading in 2025… Comment “RSVP’ for the registration link - spots are limited #Investing #RealEstateInvestment #Wealth #Investment #RealEstateInvesting
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The Takeaway with Troy A. Gayeski, CFA: Middle market PE secondaries. FS Investments Chief Market Strategist shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries. #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/eetJ8YBu
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📢 Don't miss out on an invaluable opportunity to join the The Investor Relations Society and the The Investor Forum CIC for an event on May 21st! The event will bring together investors and IROs to explore insights from the Investor Forum’s comprehensive assessment, ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors.’ 🎤 Gain valuable insights from: - Douglas Radcliffe, Head of Investor Relations at Lloyds Banking Group - Michael Stiasny, Equity Fund Manager and Head of UK Equities at M&G Investments - Sallie Pilot, Senior Advisor, The Investor Forum CIC This is a unique chance to gain fresh perspectives and network with industry leaders. Don’t miss out! #InvestorRelations #InvestorDialogue #InvestmentInsights
Advisor | Stewardship | Governance | Stakeholder Engagement | Strategic Comms | Best Practice | ESG | Sustainability
Join us May 21st when The Investor Relations Society and The Investor Forum CIC will bring together investors and IROs to discuss the insights from our recent comprehensive assessment of current relations between companies and investors ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors.’ We'll be in conversation with Douglas Radcliffe Head of Investor Relations at Lloyds Banking Group, Michael Stiasny Equity Fund Manager and Head of UK Equities at M&G Investments Institutional to discuss the market and ways to positively enhance and revitalise investor-company dialogue. Don't miss out on this opportunity to gain fresh perspectives and network with industry peers. Look forward to seeing you there. https://lnkd.in/eGu8UmyD
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Proud to see that Capital One earned the #3 spot overall, and the #1 spot in the banking sector of this year’s American Opportunity Index - measuring how well America’s largest companies drive economic mobility and positive career outcomes for their employees. #changingbankingforgood https://bit.ly/4fytMWM
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We are thrilled to welcome three financial services and recruitment specialists to our growing team, including industry veteran Lisa Newey as Partner. The addition of Lisa, alongside Senior Consultant Lee-An Palo and Research Associate Aarti Arora, marks a strategic expansion of our expertise to meet the complex leadership needs of our clients. With over 30 years of experience, Lisa has led C-suite and senior appointments across capital markets, asset management, investment banking, compliance, and fintech, following a successful career in institutional equity research with UBS, Morgan Stanley, and CIBC. This growth – with six new team members joining over the past year – underscores our commitment to delivering tailored leadership solutions that empower our clients and candidates to thrive in an evolving financial services industry. Read more here: https://hubs.li/Q02_XMfH0
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❓ Are you in New York, Boston, or Chicago? We’re bringing European growth opportunities to the US and invite you to join us at one of our free roadshow stops on September 24, 25 and 26. Gain valuable insights from experts at Nasdaq, U.S. Bank, A&L Goodbody LLP and HANetf on entering this expanding market. ➡ Reserve your spot now: https://lnkd.in/gn-euub4 For professional investors only. Capital at risk. #Investing #ETFs #Finance #AssetManagement #InvestmentOpportunities #GlobalMarkets #Europe #WealthManagement #CapitalMarkets #MarketingCommunication Stephen Carson Tony O'Brien 💻 Relte Stephen Schutte
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"It is the reality that in the world we live in today, that companies are born and they grow much faster. And to a certain extent, yes, the technology is important, but also the ability to access capital and the pace". John Derrick J.P. Morgan Private Bank offers an insightful perspective on the intersection of personal and corporate financial planning, especially during transitions like exits or fundraises, and the role of international entrepreneurs in driving innovation and connectivity across pluralistic disciplines. #BusinessGrowth #Technology #CapitalMarkets #Startups #Innovation #Fundraising
Why are JP Morgan focussing more and more on regional centres of excellence in the UK? Find out by listening to the latest episode of Oxford + with John Derrick from J.P. Morgan Private Bank 📢 Are companies scaling and growing faster? 🔎 Does access to sophisticated capital make exits and planning even better? 📈 How does the local link with the international? Find out more https://lnkd.in/eirhCdbj With thanks to our Partner Mishcon de Reya LLP
Local and international capital
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Terrific article!!
Joseph Latini, our Chief Commercial Officer, shares his passion for building dynamic client relationships and his deep belief in our people-centric culture in a new profile in Asset Servicing Times. Joe describes how his strong family shaped his career journey, which brought him to MUFG Investor Services. And he provides unique insights into the future of our industry—key opportunities and challenges—as well as the steps our firm is taking to continue leading the transformation of the alternatives industry. Read the article here: https://lnkd.in/eGKuASpa
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