Private Equity Wire

NOVEMBER 28, 2024

Blackstone Credit & Insurance (BXCI), Blackstone’s asset backed credit division, and Santander Corporate & Investment Banking (CIB) have agreed to a strategic deal that will see BXCI acquire a $1bn portfolio of infrastructure loans from the bank.

Portfolios 72

Portfolios Financial Institutions Finance Financing 72

Private Equity Insights

OCTOBER 19, 2023

Quadria’s investment thesis for its latest vehicle will remain the same as before – investing across all healthcare sub-sectors. The fund will back companies in the South and Southeast Asia regions, investing between $50m and $120m in a portfolio company. Source: Livemint Can’t stop reading?

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

JULY 15, 2024

That's a big move for a large-cap bank stock. 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.

Investors 130

Investors Banks Financial Institutions Investment Banking 130

Private Equity Wire

JANUARY 12, 2024

Koch will be actively involved in leading the evaluation and execution of transactions, and management of portfolio companies. He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

The Motley Fool

FEBRUARY 13, 2025

The obvious takeaway about the business is that Moody's analyzes loads of financial data points and has to synthesize this information in a way that is digestible for its clients -- namely, financial institutions such as investment banks or private equity firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Financial Institutions Financial Services 130

The Motley Fool

AUGUST 16, 2023

Currently, the financial sector is the third-most represented in the S&P 500, trailing only information technology and healthcare. Although the top five companies represent over 42% of the fund, they're still diverse with regard to financial industries. This ETF contains 72 companies.

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. if you invested $1,000 at the time of our recommendation, you’d have $898,809

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

The Motley Fool

JANUARY 25, 2024

These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. Management's vision for SoFi is that the platform will be a one-stop shop for all your financial needs -- lending, investing, banking, and more.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 12, 2024

if you invested $1,000 at the time of our recommendation, you’d have $780,654 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

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. if you invested $1,000 at the time of our recommendation, you’d have $688,005 !* Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 11, 2024

if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

We increased our allowance for credit losses by $949 million, primarily driven by our office portfolio, as well as growth in our credit card portfolio. Mike will discuss this in more detail, but I want to make the point that it is very hard to look at any one statistic and determine the risk in the portfolio.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We continue to closely monitor our portfolios, taking credit tightening actions as appropriate. per share to $0.35

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 24, 2023

Bill Mann: You always have to be a little bit careful when you're talking about financial institutions and their earnings because a lot of times what you're basing on, I think when a lot of people think earnings, they think of a cash return, and in the case of Goldman, they had two things that impacted their earnings very badly.

Debt 130

Debt Banks Financial Institutions Investment Banks 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital 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.” Liquidity premium?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

OCTOBER 13, 2023

And between our high-quality asset portfolio, our strong reserve levels are ample liquidity and our diversified earnings base, we are proving to our clients that we are truly a bank for all seasons. This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. Turning to the quarter.

Banks 130

Banks Capital Assets Accounting 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. We have the capacity inside the portfolio.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Oakhill

MAY 4, 2023

is a full-service investment banking firm headquartered in Little Rock, Arkansas serving a broad client base of corporations, state and local governments, financial institutions, institutional and individual investors throughout the United States and overseas. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

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’m from a — a very small town in the middle of Pennsylvania. You mentioned 8.5

Banks 120

Banks Assets Capital Hedge Funds 120

The Motley Fool

MARCH 13, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. Federal vertical.

Leveraging 130

Leveraging Banks Finance Financing 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. And then we have investment teams in each of these areas.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: So financial institutions were not my industry to cover. I get that.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. ADMATI: They were investment banks.

Banks 82

Banks Debt Finance Financing 82

The Motley Fool

MARCH 8, 2025

The famous investment bank Goldman Sachs (NYSE: GS) just did something that crypto investors need to know about. In other words, Bitcoin and Ethereum now have yet another major marker of institutional adoption and acceptance in hand. Don't get scared out of your positions simply because institutional holders trimmed theirs.

Securities and Exchange Commission (SEC) 188

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.

Investment Banking 130

Investment Banking Investment Banks Banks Financial Institutions 130

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

MARCH 17, 2025

Bitcoin is also completely decentralized, meaning that no central bank, sovereign government, or Wall Street investment bank can alter the underlying Bitcoin algorithm. While the cost of transferring Bitcoin to someone else is not free, you don't need a bank or some other financial institution to step in and collect a fee.

Exchange-Traded Funds 130

Exchange-Traded Funds Financial Institutions Banks Assets 130

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

Insight Partners

DECEMBER 17, 2024

Research and document analysis (Production): An investment bank uses AI Agents for research tasks such as reading unstructured documents, summarizing content, and mapping company names to tickers for investment analysis. Engaging P&L leaders early helps align with enterprise KPIs.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JANUARY 29, 2025

This highlights the prominent -- prominence of our indices, the network effect among our clients, and the continuing demand for climate-related investment products. We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. These use cases extend to ESG and climate.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 25, 2024

The Financial Times reported on Saturday that funds run by Goldman Sachs Asset Management are set to write down almost US$900 million at the end of the year. The investment was a minority one “through highly diversified funds,” Goldman said in an emailed statement, adding that its portfolios “have concentration limits to mitigate risks.”

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Motley Fool

JANUARY 27, 2025

-based financial services provider that offers short-term consumer loans, card services, check cashing, and other financial products. They've built a large, loyal, and highly active debit card portfolio over the past two decades and will now rely on our technology to power existing and new capabilities.

Securities and Exchange Commission (SEC) 130

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

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Motley Fool

APRIL 12, 2025

The global financial crisis (2008) Amid the subprime mortgage crisis and the collapse of investment bank Lehman Brothers, the S&P 500 declined by 8.8% The S&P returned to its pre-crash highs by mid-August of 2020, as the Fed showed how it can help stocks during a market crash.

Exchange-Traded Funds 228

Exchange-Traded Funds Banks Financial Institutions Stock Market 228

The Motley Fool

JANUARY 2, 2025

The investment bank H.C. A big reason for Wainwright's optimism has to do with a more favorable regulatory landscape under the Trump administration, which includes the passage of several key bills in Congress that will lead to more institutional adoption. Consider when Nvidia made this list on April 15, 2005.

Financial Institutions 189

Financial Institutions Investment Banking Investment Banks Assets 189