The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Blackstone News

FEBRUARY 27, 2024

27, 2024) — Barclays PLC (“Barclays”) and Blackstone Credit & Insurance (“Blackstone”) today announced that Barclays Bank Delaware (“BBDE”) has entered into an agreement with insurance accounts managed by Blackstone’s Asset Based Finance group, to sell approximately US$1.1 LONDON and NEW YORK (Feb.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

OCTOBER 11, 2024

Last month, we announced a multiyear co-branded agreement with Volkswagen Financial Services. Starting in the first half of next year, we will be the preferred purchase financing provider for Volkswagen and Audi brands in the United States. We continue to hire proven leaders in our corporate investment bank.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 26, 2024

In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story. What big financial institutions are counting on from the Fed. Ricky Mulvey: If they're right, if you get the rate cuts though, you might have some more loan activity, financing activity.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JULY 14, 2023

We announced a 10-year strategic partnership with TD JX Group that could result in up to $1 billion in capital and financing from Wells Fargo to drive economic vitality and inclusivity in communities across America. Turning to corporate investment banking on Slide 13. We also continue to focus on better serving our communities.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. Our special purpose credit program lowered mortgage rates and reduced financing costs to help thousands of customers.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

MARCH 13, 2024

And as part of a seven-figure fourth quarter deal, they plan to deploy Communications Mining in their corporate investment banking, commercial banking, and HR departments. As a result, they expanded their UiPath deployment in the quarter as they look to accelerate and scale their automation program across the bank.

Leveraging 130

Leveraging Banks Finance Financing 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Or like how did you end up in finance. RITHOLTZ: Right.

Banks 120

Banks Assets Capital Hedge Funds 120

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. We've been bringing in new talent in key sectors, and we've begun to provide more leverage finance for key clients in the right situation. Personal Banking was also up double digits at 13%. And finally, banking revenues.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

MAY 9, 2023

I didn’t really know much about the world of finance. Investment banks were not really a known concept in the area where I grew up. And what I found was it was just a phenomenal training ground for somebody who wants to then go on to invest, especially doing more micro-level analysis. Very different fields.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

AUGUST 8, 2022

And by second year, I took the course that was absolutely a must-take in the crowd that I was hanging with, which was Steve Ross’ Financial Economics. Yale didn’t even have a programming in finance. But you really take some of your background and dig pretty deep into financial regulations in technology.

Banks 82

Banks Debt Finance Financing 82

The Big Picture

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. What led to the interest in finance? HAMBURGER: Quite frankly, the interest in finance started when I was young. When did you kind of realize, hey, I can make law and finance work well together, and one plus one is three?

Legal 65

Legal Law Firms Consulting Consultants 65

The Motley Fool

JANUARY 15, 2025

Overview of Goldman Sachs Group Goldman Sachs specializes in investment banking, securities, and investment management, serving a diverse client base that includes corporations, financial institutions, governments, and individuals. YOY = Year over year. ROE = Return on equity. trillion in assets under supervision.

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

FEBRUARY 28, 2025

The bank managed these feats in no small part because of top-line increases in all three of its main divisions. Its core consumer and community banking unit was up 2% over 2023, while the commercial and investment bank and asset and wealth management segments both improved at a brisk 9% pace.

Banks 130

Banks Financial Institutions Leveraging Assets 130

Insight Partners

DECEMBER 17, 2024

Insurance loan AI sales Agent (Buy): A leading EU bank employs outbound voice AI Agents to increase conversions for loan insurance products. Backoffice (Finance, Procurement) AI Agents streamline back-office operations by automating tasks like inventory monitoring, invoicing, and research.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JULY 18, 2023

While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams. We did see some competitive pressure this quarter within about roughly $40 billion of CDs as some of the financial institutions pushed prices higher.

Banks 100

Banks Leveraging Taxes Accounting 100

Pension Pulse

NOVEMBER 25, 2024

Northvolt scrambled to keep the financing flowing, but as Germany’s car industry fell deeper into its own crisis, it became clear orders would dry up. billion to finance its new business plan, Carlsson said, telling reporters that “we’ll regret it in 20 years if we’re not driving transition” to clean technologies.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. In two of our most notable index business wins, we expanded our relationships with a pair of large investment banks in the Americas. We're looking forward to an exciting year ahead.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 27, 2025

Finally, we sold $243 million of secured loans at a par execution, while also executing $199 million of new secured financing. By selling these loans, we're able to generate positive incremental value over time versus selling after they charge off, both from our improved recovery capabilities and by maintaining servicing.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

The Big Picture

OCTOBER 3, 2023

You know, funding a, a a a a institution or funding a bank is really important. As I, as I always used to say to people, you know, these banks or these financial institutions, they don’t run outta equity. How can you finance yourself? The cost of financing, everything. They run outta liquidity.

Taxes 112

Taxes Banks Capital Debt 112

The Big Picture

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. When you were there, was it a financial engineering firm, or was it a more traditional credit finance firm? You know, GE Capital, you have to understand, like, investment banking was so hot then.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103