Private Equity Wire

SEPTEMBER 20, 2024

Flexpoint Ford (Flexpoint), a private equity investment firm specialising in the financial services and healthcare sectors, has appointed Emily Henry as Managing Director, Investor Relations and Capital Formation, based in the firm’s New York office.

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Capital Private Equity Firms Private Equity Firms Investors 96

The Motley Fool

JULY 15, 2024

While the interest income miss was definitely disappointing, it's important for investors to realize that this is a rock-solid financial institution that has done a great job of turning itself around in recent years, and that interest-rate headwinds are temporary. Should you invest $1,000 in Wells Fargo right now?

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The Motley Fool

MARCH 24, 2024

Bank of America (NYSE: BAC) and Realty Income (NYSE: O) are two out-of-favor dividend stocks you might want to look at today even if you have as little as $500 to invest. In fact, they might prefer other banks, such as the Canadian giants, which didn't reduce their dividends. Here's what you need to know.

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Banks Financial Institutions Investment Banking Investment Banks 231

The Motley Fool

AUGUST 23, 2023

Investors came to love Sea Limited's lightning-fast revenue growth over the last few years even though it came at the expense of profitability. Analysts at investment bank UBS have given it a price target of $86, or 135% higher than where it trades as of this writing. Wall Street sees value in Sea Limited stock.

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Financial Institutions Banks Investment Banking Investment Banks 246

The Motley Fool

OCTOBER 7, 2024

Ultimately, whether the stock market moves higher or lower in the coming weeks depends greatly on investor sentiment. Many stocks in the S&P 500 trade at historically expensive valuations The American Association of Individual Investors (AAII) conducts a weekly survey that measures investor sentiment.

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Stock Market Stock Market Banks Financial Institutions 189

The Motley Fool

JULY 14, 2023

Earnings season is here, and investors late this week got an opening salvo of financial results from several high-profile companies. Helping to pave the way ahead for the Dow Jones Industrial Average was the banking industry , with reports from major financial institutions helping to boost confidence in the sector.

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The Motley Fool

MAY 1, 2024

Thanks to his remarkable track record leading Berkshire Hathaway over the past several decades, Warren Buffett is an investing legend in the eyes of many. For the average investor, looking at what the conglomerate owns can provide potential stock ideas. The Oracle of Omaha has been invested in Bank of America (NYSE: BAC) since 2007.

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Private Equity Insights

OCTOBER 19, 2023

Singapore- and New Delhi-based private equity firm Quadria Capital has marked the first close of its third investment vehicle. The healthcare-focussed investor hit the close at approximately 60% of the base amount of $800m, it said in a statement on Wednesday. Quadria has a hard cap of $1bn for this vehicle.

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Private Equity Wire

NOVEMBER 1, 2023

As well as fund structuring advice, Han Mong also counsels fund managers on the establishment of business operations in Singapore, together with the formation, structuring, and registration of investment funds in Singapore and numerous other jurisdictions across Asia-Pacific and various offshore fund domiciles.

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Law Firms Financial Institutions Investment Banking Investment Banks 97

The Motley Fool

FEBRUARY 13, 2025

Warren Buffett didn't become one of the most successful investors in history by owning growth stocks that carry outsize risk. Rather, he helped transform Berkshire Hathaway into a financial powerhouse by taking positions in globally recognized companies that generate steady cash flow. Should you invest $1,000 in Moody's right now?

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Private Equity Firms Private Equity Firms Financial Institutions Financial Services 130

The Motley Fool

AUGUST 16, 2023

This mean that in a financial crisis, the assumption is the federal government will step in to prevent these big banks from collapsing. Data source: YCharts A great route for investors looking to invest in bank stocks is an exchange-traded fund (ETF) that contains the top players in the industry.

Banks 130

Banks Exchange-Traded Funds Financial Institutions Investment Banking 130

The Motley Fool

NOVEMBER 23, 2024

In September, 14 prominent financial institutions announced support to triple global nuclear capacity by 2050. According to the investment bank Craig-Hallum, we are at the dawn of a multidecade megatrend when nuclear energy takes center stage. Should you invest $1,000 in NuScale Power right now?

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Financial Institutions Investment Banking Investment Banks Banks 130

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

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Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Motley Fool

JANUARY 25, 2024

These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. The overarching idea is that these funds are designed to track the price of Bitcoin without requiring investors to purchase the actual coin. Image source: Getty Images.

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Securities and Exchange Commission (SEC) Initial Public Offering Exchange-Traded Funds Financial Institutions 130

The Motley Fool

JULY 24, 2023

Why investors might want to adjust their expectations for the car seller that's up 10x so far this year. They just revealed what they believe are the ten best stocks for investors to buy right now. How debt restructuring sent shares of Carvana up 30%. The landscape of the world's largest car market. and Carvana wasn't one of them!

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Debt Banks Financial Institutions Investment Banks 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. Then, Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock , about fixed-income trends for investors to watch.

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Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JULY 12, 2024

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Senior Vice President, Investor Relations Good morning, everyone. if you invested $1,000 at the time of our recommendation, you’d have $780,654 !* [Operator instructions] Please note that today's call is being recorded.

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Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Director, Investor Relations Thank you. if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* We continue to hire proven leaders in our corporate investment bank.

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Banks Assets Investment Banks Investment Banking 130

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.” over the three years.

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Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JANUARY 12, 2024

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Director, Investor Relations Good morning. Before you buy stock in Wells Fargo, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now.

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Banks Assets Investment Banks Investment Banking 130

Blackstone News

FEBRUARY 27, 2024

Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider. Through these five divisions, we are working together for a better financial future for our customers, clients and communities.

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

The Motley Fool

JULY 14, 2023

I would now like to turn the call over to John Campbell, director of investor relations. John Campbell -- Director, Investor Relations Good morning. They just revealed what they believe are the ten best stocks for investors to buy right now. Turning to corporate investment banking on Slide 13.

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The Motley Fool

JULY 14, 2023

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator And welcome to Citi's second quarter 2023 earnings review with the chief executive officer, Jane Fraser; and chief financial officer, Mark Mason. Today's call will be hosted by Jen Landis, head of Citi investor relations.

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Banks Capital Investment Banks Investment Banking 130

Oakhill

MAY 4, 2023

Oak Hill’s investment will enable Lit to bring state-of-the-art, high-speed fiber-to-the-home networks to more than 200,000 locations over the next few years. Oak Hill is an experienced investor in broadband expansion through fast-growing, independently owned networks in multiple states. “We Stephens Inc.

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Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

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. I call investments. Expenses of $22.6

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Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 13, 2023

Today's call will be hosted by Jen Landis, head of Citi investor relations. Jen Landis -- Head of Investor Relations Thank you, operator. They just revealed what they believe are the ten best stocks for investors to buy right now. This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet.

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Banks Capital Assets Accounting 130

The Motley Fool

MARCH 13, 2024

It is now my pleasure to introduce your host, Kelsey Turcotte, senior vice president of investor relations. Kelsey Turcotte -- Senior Vice President, Investor Relations Great. And therefore, investors should not place undue reliance on these statements. [Operator instructions] As a reminder, this conference is being recorded.

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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. I ran investments for the East Region. investor, aware of interest rates, right?

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Banks Assets Capital Hedge Funds 120

The Big Picture

MARCH 27, 2023

And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: Right.

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The Big Picture

MAY 9, 2023

Really a fascinating person who has seen the world from a unique perspective in multiple cities as an investor. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up. trillion in assets under supervision.

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Liabilities Assets Banks Hedge Funds 120

The Big Picture

APRIL 25, 2023

She was an investor. HAMBURGER: When the minority investor or the capital partner — RITHOLTZ: They get paid first. HAMBURGER: — before that investment is affected. Investors see this as a safe investment, right? That’s what big financial institutions are after. RITHOLTZ: Really?

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Legal Law Firms Consulting Consultants 65

The Big Picture

AUGUST 8, 2022

So, the thing is that banking is sort of inherently fragile because banking is inherently inefficient that way or forever poorly regulated or poorly controlled by their investors, including the depositors. And so, the question is how much gets funded by making promises to investors by debt. RITHOLTZ: To the depositors.

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Banks Debt Finance Financing 82

The Motley Fool

APRIL 2, 2025

This includes consumer and commercial banking, capital markets, investment banking, and wealth management. Bank of America may have the attention of those considering allocating capital to such an important part of the economy. Is it smart for investors to buy this bank stock while it trades below $45?

Banks 240

Banks Financial Institutions Investment Banking Investment Banks 240

The Motley Fool

MARCH 8, 2025

The famous investment bank Goldman Sachs (NYSE: GS) just did something that crypto investors need to know about. Where to invest $1,000 right now? Other cryptos that soon may have ETFs approved, like XRP , could easily be next on the shopping list for those same financial institutions.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Investment Banking 188

The Motley Fool

JANUARY 15, 2025

But the big bank stocks are leading the way, with several major U.S. financial institutions spiking higher. There are two main reasons why these bank stocks are soaring. And perhaps the biggest surprise from the consumer-focused bank is that it expects net interest income in 2025 to be higher than it was in 2024.

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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.

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The Motley Fool

JANUARY 15, 2025

Citigroup's Business Overview Citigroup operates as one of the largest financial institutions in the world, providing a broad range of financial services, including consumer banking, credit, investment banking, and Treasury services. Note: Analyst consensus estimates for the quarter provided by FactSet.

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