The Motley Fool

JUNE 27, 2024

The company does not generally work with technology start-ups or businesses backed by venture capital. There are many companies in need of capital or advisory services, but they are not big enough or deemed suitable by investment banks. Data source: Ares Capital. This is where Ares comes into the equation.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 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. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 15, 2025

We created a strategic partnership with Centerbridge Partners and introduced Overland Advisors to better service our commercial banking customers with a direct lending product. We have targeted our investment banking capabilities toward our commercial banking clients. Turning to capital and liquidity on Slide 10.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Big Picture

FEBRUARY 28, 2023

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. Leverage levels have come down materially. You’re investing majority equity in most of the transactions that are occurring today. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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: Not in leveraged, no, not at all, give more …. RITHOLTZ: Right.

Banks 119

Banks Assets Capital Hedge Funds 119

The Big Picture

APRIL 18, 2023

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. BARATTA: The industry wasn’t called private equity; it was called venture capital and it wasn’t — RITHOLTZ: Oh, really?

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

OCTOBER 31, 2023

But more importantly, when I’ve heard of liquid alts, it’s generally the investments that they’re making are in liquid, liquid products, mostly public market products. What have you found, given your background running small cap at one point in time and now doing a little bit later late stage venture capital?

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

APRIL 12, 2024

We continue to make investments in talent and technology to strengthen Corporate and Investment Banking. More than 50 new senior hires have joined our CIB since 2019, with many of these in key coverage and product groups within banking. Turning to Corporate and Investment Banking on Slide 14.

Banks 130

Banks Securities and Exchange Commission (SEC) Investment Banking Investment Banks 130

The Big Picture

JULY 26, 2022

When I hear someone has an engineering degree, I tend to think of venture capital, not private equity. That looks — always looks good in a spreadsheet, but the — RITHOLTZ: Leverage is the problem. It’s more important than the leverage levels. They could have been in investment banking.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. SHAW: So AltFinance is focused on building diversity in the alternative investment industry. RITHOLTZ: Alternatives being venture capital, private equity, anything else? It’s Tony Ressler of Ares, Marc Rowan of Apollo Global.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

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. So it was a starting industry, very much sort of a venture capital type of business. New asset class for this type of investing as well. So the magnitude is not even comparable.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

JANUARY 24, 2023

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. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banks 52

Banks Debt Startups Capital 52

Pension Pulse

MARCH 3, 2025

billion) funds approach to investing. After nearly 20 years in investment banking, at Deutsche Bank and then Credit Suisse, in 2013 he moved to Borealis, OMERS infrastructure arm, to run infrastructure globally and then head the capital markets team. And hes used that vast and varied experience to revamp the C$138.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

NOVEMBER 4, 2024

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. I carry Steve Jobs bags on the Apple IPO Road show, my first three months there.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

The Big Picture

MARCH 25, 2025

And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. How do you see AI transforming either the investment management industry or venture capital? Totally agree. Yeah, Jim O’Shaughnessy : I agree.

Asset Management 59

Asset Management Assets Finance Financing 59

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Well, [ Gary Cohn ] 00:09:10 Unless you, unless you sell a naked call, oh, 00:09:12 Okay, fair enough.

Taxes 112

Taxes Banks Capital Debt 112