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. there’s a big focus on how do we optimize for tax efficiency, too. And so, within the U.S.,

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. Embedded in these results are divestiture-related impacts of approximately $214 million after tax, primarily driven by the Taiwan consumer business sale. These institutional deposits are complemented by $416 billion of U.S.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

MAY 9, 2023

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. So how do you then go from tax and audit practice to finance and investing?

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group. MIELLE: So financial institutions were not my industry to cover.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. In this country, we subsidize homeownership only if you borrow through taxes. And then, for example, you can give them a little tax credit for their down payment.

Banks 82

Banks Debt Finance Financing 82

The Big Picture

APRIL 25, 2023

We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? People used to market all the time death, taxes, regulatory exams. That happens, right? HAMBURGER: It can.

Legal 65

Legal Law Firms Consulting Consultants 65

The Motley Fool

JULY 18, 2023

Before Alastair takes to details, let me summarize Bank of America's Quarter 2 performance. billion after tax and grew earnings per share 21% over the second quarter of 2022. While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams.

Banks 100

Banks Leveraging Taxes Accounting 100

Insight Partners

DECEMBER 17, 2024

Insights from surveying 105 Fortune 500 companies reveal stages of deployment, from rules-based Agents handling tasks like summarization and approvals, to advanced Multi-Agent systems tackling tax planning, supply chain optimization, and fund management and are reflected in examples below.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

JANUARY 27, 2025

Net income was $499 million or $227 million excluding nonrecurring benefits related to deferred taxes, which Chris will discuss momentarily. when excluding nonrecurring benefits related to deferred taxes. This includes $271 million from nonrecurring benefits related to deferred taxes. Earnings per share were $0.39 a year ago.

Securities and Exchange Commission (SEC) 130

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

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

Pension Pulse

NOVEMBER 25, 2024

Just how badly Northvolt and its financiers misjudged the situation a year ago has now become evident. Last fall, the company invited investment banks to pitch for roles in an IPO that could have valued the battery maker at US$20 billion, the FT then reported. Canada Pension Plan Investment Board, Investment Management Corp.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. You know, funding a, a a a a institution or funding a bank is really important. We know that we want to get tax done.

Taxes 112

Taxes Banks Capital Debt 112