The Motley Fool

DECEMBER 15, 2024

Quick gains are often lost on Wall Street, but the investment bank analysts who follow these stocks think they'll climb much higher in 2025. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,992

Investment Banking 233

Investment Banking Investment Banks Banks Stock Market 233

The Motley Fool

OCTOBER 4, 2024

SoFi opted for merging with a publicly traded special purpose acquisition company (SPAC) , as opposed to a traditional initial public offering (IPO) with an investment bank. According to a study at the University of Florida, SPACs have rarely been good long-term investments.

Initial Public Offering 245

Initial Public Offering Financial Services Banks Prospects 245

The Motley Fool

JULY 15, 2023

In 2021, the company had record revenue in investment banking and was No. In 2022, a slower year for investment banking, it was in a virtual tie with JPMorgan Chase for the most investment-banking revenue. Let's look at its performance during the bull market, which ran from March 2009 until February 2020.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banks 130

The Motley Fool

NOVEMBER 28, 2023

Burry's claim to fame , which is detailed in the 2015 film The Big Short , and the 2010 novel by Michael Lewis ( The Big Short: Inside the Doomsday Machine ), goes back to the financial crisis of 2007-2009. If the underlying assets Scion owned CDSs on were to default, Burry and his fund would be due a hefty payday.

Investors 231

Investors Asset Management Assets Banks 231

Private Equity Professional

JULY 30, 2024

Keenan was a summer analyst with Kinderhook in both 2008 and 2009 before joining the firm as an analyst in 2010. Mr. Bubis began his career as an analyst in the investment banking division at Bank of America Merrill Lynch. Today, Mr. Keenan focuses on Kinderhook’s environmental services and automotive verticals.

Legal 130

Legal Banks Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 31, 2023

For instance, the Nasdaq-100 was up 53% in 2009 and 19% in 2010 following a 42% slide in 2008. Nvidia's flagship H100 AI graphics card is priced between $25,000 and $40,000 and reportedly costs around $3,300 to manufacture, according to investment banking firm Raymond James. year over year to $12.29 per share in fiscal 2024.

Prospects 245

Prospects Investment Banking Investment Banks Capital 245

The Motley Fool

DECEMBER 6, 2024

Investment banks Wells Fargo , J.P. But today, Bank of America is having the opposite reaction, and double-upgrading Dollar General stock from underperform to buy. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Banks 130

Banks Investment Banking Investment Banks Companies 130

Private Equity Wire

FEBRUARY 12, 2024

Private equity limited partners (LPs) had the lowest amount of cash returned to them from their investments last year since the global financial crisis, restricting efforts by buyout firms to launch new funds, according to a report by Bloomberg.

Returns 97

Returns Buyout Investment Banks Investment Banking 97

Private Equity Wire

JULY 8, 2024

Prior to Campbell Lutyens, Bajnai was Group COO of Meridiam Infrastructure; CEO of the Wallis Group; and deputy CEO of CA IB Securities, a Central European investment bank. Campbell Lutyens provides fund placement, secondary advisory and GP capital advisory services to fund managers and institutional investors.

Investment Banks 98

Investment Banks Investment Banking Banks Funds 98

The Motley Fool

DECEMBER 19, 2024

The most substantial raiser was Jeff Adelson from prominent and influential investment bank Morgan Stanley. Where to invest $1,000 right now? If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Investors 100

Investors Investment Banking Investment Banks Banks 100

The Motley Fool

OCTOBER 6, 2024

SPACs are a somewhat unusual way of going public, as they circumvent traditional underwriting processes at investment banks. According to a study at the University of Florida, renewable energy SPACs have a median return of negative 84% between 2009 and 2024. Over the last couple of years, SPACs have risen in popularity.

New York Stock Exchange 130

New York Stock Exchange Venture Capital Stock Exchanges Leveraging 130

The Motley Fool

SEPTEMBER 21, 2024

Based on their midyear observation that "high-quality smaller-cap stocks now trade at a near-record valuation discount versus their large-cap peers," the investment bank believes "U.S. SMID-cap [small cap and mid cap] equity returns will be robust over a 10-to-15-year investment horizon, even rivalling that of U.S. large caps."

Exchange-Traded Funds 130

Exchange-Traded Funds Investment Horizon Funds Prospects 130

Private Equity Wire

NOVEMBER 28, 2023

Latham & Watkins has made a double partner hire, with Fergus Wheeler and Paul Yin joining the London office within the Banking Practice. Yin received his Bachelor of Laws from the University of Sydney in 2009, and his Graduate Diploma of Legal Practice from The College of Law in 2010.

Legal 75

Legal Liabilities Finance Financing 75

The Motley Fool

JULY 1, 2024

From there I went to a small investment bank as an equity research analyst, also, following technology companies and some other sectors as well. At that firm is where I started my first hedge fund with the chairman of that investment bank, and it was a value focused, small CAP activist hedge fund.

Hedge Funds 130

Hedge Funds Finance Financing Stock Market 130

Axial

DECEMBER 3, 2024

Bridgepoint Investment Banking Bridgepoint Investment Banking serves a range of privately owned companies. Combined, Bridgeport’s team have more than 360 years of investment banking experience, and they’ve moved more than $382 billion of capital across 475+ completed debt, equity, and M&A transactions.

Companies 52

Companies Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses.

Banks 130

Banks Assets Capital Investment Banking 130

JMI Equity

JUNE 20, 2024

This award recognizes the exceptional women leaders who’ve played a key role in the evolution and success of the growth investing space. Prior to joining JMI in 2009, Maggie worked in the audit and enterprise risk services practice of Deloitte. Dina is responsible for sourcing and evaluating investment opportunities.

Investing 40

Investing Investment Banks Investment Banking Taxes 40

Advent International

JULY 29, 2022

It also operates investment banking, merchant banking and brokerage businesses through YES Securities. The banks shares are listed on the National Stock Exchange and Bombay Stock Exchange. Advent has been investing in India since 2007 and founded its Mumbai office in 2009.

Banks 40

Banks Stakes Financial Services Stock Exchanges 40

Axial

JUNE 15, 2023

On Axial’s deal origination platform, it has accounted for the highest volume of deals each year, representing anywhere from 20% – 34% of total annual deals since 2009. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 52

Advent International

JANUARY 6, 2023

Advent has been investing in India since 2007 and founded its Mumbai office in 2009. Currently, it has invested/committed over $3.2 Previous healthcare investments in India also include Bharat Serums and Vaccines. Globally, Advent has invested over US$ 10.4 billion across 51 companies in healthcare.

Stakes 40

Stakes Mergers and Acquisitions Shareholders Banks 40

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. However, this diversity should rather be seen as a source of strength, not as a vulnerability.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

OCTOBER 31, 2023

I think it's actually misleading when a very large investment bank comes out and says, hold, buy, strong buy. Well, it subsequently fell below $1 a share in 2009 when everything's melting down. We don't have a unanimous position on any company. We're downgrading from strong buy to buy. I'm not quite sure what that means.

Legal 130

Legal Banks Portfolios Companies 130

The Big Picture

JULY 26, 2022

I’ve had a coach since 2009. And so, coaching was an exercise — back then in 2009, it was not very well known and it was definitely an exercise in humility of saying, “I think I need some help.” They could have been in investment banking. WEAVER: Yeah. It’s a great question. RITHOLTZ: Wow.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

The Big Picture

AUGUST 8, 2022

So, until the financial crisis of 2007 and 2009 or however you go — you actually time it, I was in this finance bubble. In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. I was teaching corporate finance. RITHOLTZ: Right.

Banks 82

Banks Debt Finance Financing 82

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 65

Mutual Funds Assets Funds Companies 65

The Big Picture

JANUARY 9, 2024

And it restarted in, I wanna say March of 2009, but like onlya little bit. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. We did not do any deals.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. So I was really investment banking. 2009, 10 in that role. What was that experience like?

Companies 65

Companies Investing Assets Hedge Funds 65

The Big Picture

JUNE 11, 2024

And that, you know, really finishing it all out was only very recently we’ve added services along the way, but really getting it like stabilized and going about 2009. Investment banks, there’s two and a few others. So we had to get, we had to get through to get to the right leader of each over time.

Mergers and Acquisitions 65

Mergers and Acquisitions Consulting Taxes Consultants 65

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

SEPTEMBER 26, 2023

00:06:15 And I was fortunate to find a seat in that group and invested, you know, very steadily in, in 2007. Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. You know, the first quarter of 2022 things felt a little choppy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

MARCH 14, 2023

As you pointed out early in my career, I bounced around a bunch of investment banks, and what I learned through time was it was important when I interviewed the investment bank, it was for them to interview me. And so, the investment banking activity started to explode. It was really crazy. BERNSTEIN: Right.

Banks 65

Banks Portfolios Assets Investment Banking 65

The Motley Fool

MAY 22, 2024

Bush (2001-2009) George W. The stock market peaked in mid-2007 and investment banks Bear Stearns and Lehman Brothers collapsed the following year, leading to the Great Recession. Time Frame Value of $10,000 Investment Total Return Compound Annual Growth Rate Jan. 20, 2009 $6,936 (30.64%) (4.5%) Jan. 20, 2009 - Jan.

Stock Market 246

Stock Market Investing Stock Market Bidding 246

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Financing 59

The Motley Fool

JANUARY 10, 2025

ET, while investment bank Jefferies Financial (NYSE: JEF) was off by 11.4% Blackstone has many real estate investments, and their borrowing costs increase when rates are higher, which could put a dent in valuations. Jefferies is a pure-play investment bank. Most sectors struggled, including financials.

Initial Public Offering 100

Initial Public Offering Banks Investment Banking Investment Banks 100

The Big Picture

DECEMBER 14, 2022

You’re at Goldman Sachs, in the real estate division, in the middle of 2008, 2009, right through the worst of the financial crisis. And then also build a set of skills that could be used anywhere. So I have to ask, what the hell was that like? MCCARTHY: Well, it was definitely a difficult time.

Assets 65

Assets Mergers and Acquisitions Capital Portfolios 65

The Big Picture

MARCH 12, 2024

So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. And so, so starting in 2009, we, we, there was no flip market. Then they, then they changed regulations to where the investment banks can’t really step in.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59