The Motley Fool

NOVEMBER 21, 2024

Beyond chatbots, the company is leveraging Elastic's hybrid search capabilities, combining keyword and semantic search for broader applications. And I'm pleased to say that we are seeing significant momentum from customers who are leveraging these to migrate off of legacy offerings onto our platform.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. On Slide 15, we show the results for banking for the second quarter.

Banks 130

Banks Capital Leveraging Assets 130

The Motley Fool

APRIL 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements which are based on management's current expectations and are subject to uncertainty and changes in circumstances. On Slide 14, we show the results for Banking for the first quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

OCTOBER 24, 2024

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. Each quarter, we've been highlighting just a few of the many ways we've been leveraging both traditional AI and generative AI within S&P Global. Thanks, David. Let me start. Operator Thank you.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

The Motley Fool

JULY 14, 2023

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. But the long-awaited rebound in investment banking has yet to materialize.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

JANUARY 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. Banking revenues decreased 15% to $4.6

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. That looks — always looks good in a spreadsheet, but the — RITHOLTZ: Leverage is the problem. It’s more important than the leverage levels.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Motley Fool

OCTOBER 13, 2023

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements which are based on management's current expectations and are subject to uncertainty and changes in circumstances. Personal Banking was also up double digits at 13%.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. All the things we know now.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Sitting, you know, sitting with you Barry, and, and you know, investing and being a part of a great investment firm. All of our earlier podcasts on your favorite pod hosts can be found here.

Hedge Funds 64

Hedge Funds Funds Portfolios Banks 64

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Investment banks were not really a known concept in the area where I grew up. There were some fairly aggressive kind of investment strategies being pursued.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: From there, you ended up going into a decade of equity research and investment banking at shops like Bank of America, Piedmont, others. Your parent may work there.

Financing 59

Financing Hedge Funds Finance Venture Capital 59

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. I write a business plan for it.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ADMATI: Well, the banking especially because the creditors in banking are particularly passive. ADMATI: They were investment banks. ?. Transcript: Anat Admati.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I was really investment banking. There is still excess leverage in the system that I’m not sure how that’s gonna be resolved necessarily. What was that experience like?

Companies 64

Companies Investing Hedge Funds Investment Banking 64

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I joined, effectively, Deutsche Bank. And looking backwards, as much as investment banking, even with banks that are no longer there, was a great, that was a great training.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Uh-oh. RITHOLTZ: Right.

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. RITHOLTZ: Right.

Banks 119

Banks Assets Capital Hedge Funds 119

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

SEPTEMBER 7, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank?

Securities and Exchange Commission (SEC) 122

Securities and Exchange Commission (SEC) New York Stock Exchange Stock Exchanges Public Companies 122

The Big Picture

SEPTEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. The investment banks were stuck with syndications that they had committed to, to place in the markets with price caps on the, on the coupons. It, it, it was huge price declines.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Motley Fool

FEBRUARY 22, 2024

We're leveraging technology and increasing our operational efficiencies. We will continue to leverage our technology to improve operational efficiency and productivity. Big teams and agents are joining worldwide, and we are retaining our most productive agents. We continue to grow our market share from 3.9% in 2022 to 4.2%

Legal 100

Legal Management Fees Leveraging Companies 100

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: It was really fascinating. MIELLE: Yes.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Financing 59

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Each investment bank had a different corporate culture, and it was clear that some of them I liked and some of them I didn’t. It was really crazy. RITHOLTZ: Right.

Banks 64

Banks Portfolios Investment Banking Investment Banks 64

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. I mean, there have been leveraged loans and high yield bonds since the 1980s. You get paid for the incremental risk that you’re taking in a more leveraged capital structure.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg. How often do you see sort of unusual crazy investment themes blowing up like that? MCCARTHY: Well, I would — RITHOLTZ: Or is that just leverage and don’t — MCCARTHY: Yeah.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

NOVEMBER 4, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And having gone into biotech early and then tech enabled, you know, software using, you know, leveraging the internet in healthcare early, I just felt like payments and FinTech, I wanted to be early.

Banks 52

Banks Startups Companies Boutique Investment Banks 52

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Hedge Funds 59

Hedge Funds Banks Assets Capital 59

The Big Picture

JULY 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Bloomberg , Google , and YouTube. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. How did you tumble your way into that? RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. COHAN: Everybody wanted to be an investment banker. RITHOLTZ: Right.

Mergers and Acquisitions 103

Mergers and Acquisitions Banks Capital Companies 103

The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They got a lot of leverage. RITHOLTZ: What sort of advice would you give to a recent college grad who is interested in a career in investing in finance? So profits are doing okay.

Financing 59

Financing Finance Debt Banks 59

The Big Picture

OCTOBER 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You sell a naked call, you [ Barry Ritholtz ] Right.

Taxes 112

Taxes Banks Capital Debt 112