Podcasts about credit analyst

The muni market in 2025 is shaped by shifting supply, political headlines, and an evolving rate environment and investors are watching closely.In this episode, host Chris Roberti is joined by Ian France, Credit Analyst and Portfolio Manager at MacKay Municipal Managers, to unpack the key trends so far this year. From elevated new issuance and lackluster flows to cheapened ratios and sector-specific risks, Ian offers a clear-eyed view of what's driving market behavior. They discuss credit dynamics post-U.S. downgrade, why healthcare is under the microscope, and how the latest federal legislation impacts tax exemption. The conversation also highlights the value of active management and where opportunities exist on the curve, especially in AMT bonds and long-duration credits.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 8055098.1

Send us a textIn an era marked by rapid change, technological disruption, geopolitical uncertainty, and economic volatility, understanding how analysts perceive boards is more important than ever. We turned to an analyst who operates independently of major financial institutions for a truly candid perspective.In this episode of the Better Boards Podcast Series, Dr Sabine Dembkowski, Founder and Managing Partner of Better Boards, speaks with Anke Richter, a seasoned credit analyst and strategist with nearly 30 years of experience in the bond markets. Based in London, Anke has held positions at JP Morgan, Deutsche Bank, and Moody's, and brings a unique vantage point shaped by her work on both the buy-side and sell-side, as well as in a rating agency. She holds both the CFA Charter and CIMA accountancy qualification.A Two-Step Approach to Company AnalysisAccording to Anke, the fundamentals of analysing a company haven't changed: “What you do when analysing a company is always the same.”Step one involves scrutinising the company's fundamentals—numbers, valuations, and performance indicators. Step two involves examining red flags in leadership or governance. Common issues include overly dominant founders in small firms or boards where everyone shares the same surname, particularly in family-run conglomerates in emerging markets.Anke notes that although she doesn't always request formal board evaluations, she views them as a missed opportunity for many firms. Proper board assessments and clear investor communication allow companies to spotlight their governance strengths and strategic priorities.Bridging the Knowledge Gap Between Boards and InvestorsAnke frequently observes significant knowledge gaps in how boards interact with capital markets. “We always find that people are sometimes not aware of how certain things are done or how things are perceived.”Lack of familiarity with investor expectations can seriously handicap a company's position. To mitigate this, Anke advocates for including individuals with capital markets expertise on the board. This experience ensures the board understands key market dynamics and investor sentiment.Fixing Investor Relations: Easier Than You ThinkInvestor relations, Anke believes, is an area where companies can quickly improve. “This is something you can, as a company, very easily fix.”Improvements don't require massive budgets. What's often lacking is not money but human resources and awareness. Clear communication, a well-maintained website, an accessible IR team, and informative roadshows are foundational but frequently overlooked.Anke also points out two critical missteps:1. Inconsistent messaging between equity and debt stakeholders—this discrepancy doesn't go unnoticed.2. Combative attitudes from executives during investor meetings can irreparably harm trust.Beyond the Numbers: The Human ElementAnke acknowledges that while financial metrics are clear-cut, evaluating leadership is far more nuanced. “If I have an opportunity, I always want to meet management, but one also has to be realistic about whether you can assess whether they are good at running the company.”Good marketing can mask weak fundamentals, and vice versa. Successful investor relations require a balance: numbers must align with consistent messaging and credible leadership behaviour.Top 3 Takeaways for Effective Boards1. Include Capital Markets Experience: Ensure that at least one board member brings direct market experience to guide strategy and communication.2. Maintain Message Consistency: Align messaging for equity and debt investors. Mismatched narratives create confusion and erode trust.3. Perception Is Reality: Be proactive in mana

In this episode, Warren Ingram and Michelle Green, Credit Analyst at Prescient, delve into the concept of ESG (Environmental, Social, and Governance) investing. They explore its significance in aligning investments with personal values, the interconnectedness of ESG factors, and the challenges posed by ESG ratings. They also addresses the future of ESG amidst skepticism and provide practical steps for investors looking to incorporate ESG principles into their investment strategies.TakeawaysESG stands for Environmental, Social, and Governance factors.Investing with ESG principles can lead to more resilient companies.The interconnectedness of ESG factors is crucial for holistic evaluation.Critiques of ESG ratings highlight the need for transparency and accountability.Long-term focus is essential for successful ESG investing.Investors should align their objectives with their values when considering ESG.Research shows that sustainable investing can outperform traditional methods.Engagement with companies is more effective than divestment in driving change.Understanding the methodology behind ESG ratings is vital for informed investing.Seeking financial advice can enhance understanding and options in ESG investing.Get more insight on how Prescient Investment Management can help you here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market post-election, down the home stretch of 2024. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess how the election is already affecting the market, discuss opportunities in the high yield municipal space looking ahead to 2025, dive into the current credit landscape, and more. So, press play and get ready for another illuminating episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 7265419

In this weeks ASEAN Speaks, our guest host with the golden voice, Seng Yeow, bring along our resident Credit Analyst, Winson Phoon to shed light on the US rate curve as we head off into the penultimate week of the Trump Vs. Harris election. Tune in as he gives us his take on what the outcomes might be should either of the presidential hopefuls win. Next, Hussaini Saifee joins us to give a sneak peek into upcoming earnings season of the ASEAN Internet Sector. He is expecting both Sea Ltd (SE US) and GoTo (GOTO IJ) to sustain its strong momentum across their business segments into the third quarter. While, Grab (GRAB US), despite on-track growth, might face some top-line momentum challenges ahead. Don't miss out on his insightful takes! - Edited by Xuan Hao/Leslie

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the bond market and the bull market in equities. They explore the volatility in bond yields, the significance of credit spreads, and the importance of employment and inflation data.This week, Kathy speaks with Carol Spain, managing director and head of credit research for Schwab Asset Management. Kathy and Carol delve into the intricacies of credit analysis, exploring Carol's unique career path, the role of credit analysts, and the current conditions in the credit market. They discuss the dynamics between credit research and portfolio management, the trends in credit spreads, and the factors influencing corporate credit quality. The conversation highlights the importance of understanding both macroeconomic conditions and issuer-specific factors in credit analysis, while also addressing the outlook for credit opportunities and potential risks in the market.Lastly, Kathy and Liz Ann review the schedule for next week's economic data and indicators—and tell you which ones really matter.Read the article by Liz Ann Sonders and Kevin Gordon on the bull market, "Is the Two-Year-Old Bull Market 2 Legit 2 Quit?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.ISM is the Institute for Supply Management.  https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/JOLTS is the Job Opening and Labor Turnover Survey.(1024-ZTAY)

The era of high interest rates finally appears to be coming to an end with the Federal Reserve signaling their willingness to cut the Fed Fund rate from the current 5.25-5.5% levels. But what impact has this delay had on the investment book of Asean banks and are they issuing new debt ? Rena Kwok, Credit Analyst for Asian Financials at Bloomberg Intelligence tells us.

It's the final week of our special Treasury Career Corner LIVE feature series! The last of our feature episodes was recorded LIVE in Greece with three great treasury professionals who each have extensive experience in treasury and provide valuable insights into their successful treasury careers.Our three fantastic guests were:Dimitris Siokis, Group Treasurer at Coca-Cola Hellenic Bottling CompanyElisa Mylona, Executive Director, Treasury & Customer Finance at OTE GroupChristos Baltoumas, Director of Treasury at LAMDA Development S.AThe panel discusses various topics related to treasury careers, including the importance of mentorship, the role of technology in treasury, and the challenges faced by treasury professionals. They also emphasize the need for continuous learning and the importance of building meaningful relationships in the industry.Dimitris Siokis - Dimitris is the Group Treasurer at Coca Cola Hellenic. He has a background in Treasury, Corporate Finance, ESG Funding, Risk Management & Advisory, Portfolio Management and Derivatives Structuring, after spending 25 years in Buy/Sell Side Banking and Advisory roles in the UK, Luxembourg and Greece.Currently a HAT Board Member, heading the working groups for Financial Risk Management and Educational initiatives.Elisa Mylona - Elisa has over 16 years of experience in treasury operations. In her current role she oversees funding, liquidity, cash flow, risk management, payments, and treasury policies. Elisa has managed complex funding transactions, navigated distressed markets, and handled corporate restructurings. In 2020, her role expanded to include Customer Finance, overseeing credit control, revenue assurance, and receivables. Previously, she worked as a Credit Analyst at Hypovereinsbank in Athens. Christos Baltoumas - Christos is a seasoned Treasury Director with over 16 years of experience in treasury management, liquidity management, and forecasting. Currently leading treasury operations at LAMDA Development S.A., he excels in developing and managing the group's debt exposure, negotiating complex financing agreements, and overseeing major refinancing projects.Previously, Christos was a Treasury Manager at Bluehouse Capital, optimizing banking relationships and managing cash and liquidity across 10 countries. He has also held key positions at Vestas HELLAS SA and Pet Line SA.Key Takeaways form the session include;Be curious and continue to learn to stay ahead in your treasury career.Building meaningful relationships and networking are crucial for success.Embrace technology and stay updated with the latest trends in treasury.Challenge assumptions and be open to...

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield municipal space, delve into the current credit landscape, and more. So, press play and get ready for another illuminating episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 6663638

Festus William Amoyaw started his career with Amex International Incorporated, a contractor for the USAID in Ghana Trade & Investment Reform Programme, Increased Private Enterprise Performance (IPEP) Component Project as a Market Research and Business Development Assistant. He subsequently worked in an indigenous Ghanaian Financial Institution, HFC Bank (Republic Bank), as a Credit Analyst focusing on Small and Medium Enterprises. In the last decade, he has gathered considerable experience in private equity and impact investment. He worked with GroFin Ghana, a subsidiary of GroFin Capital based in Mauritius, as a Business Development Manager and, subsequently, a Portfolio Manager. He also briefly worked as Investment Officer with Investisseur & Partenaires (I&), a Paris-based Fund Manager of I&P Afrique Entrepreneur Fund of Euro 55 Million in the Ghana Office. From I&P, he moved on to work at Acumen as the West Africa Officer, where he sourced for deals, conducted due diligence and closed various transactions. In 2018 he joined the Regional Offgrid Electrification Project (ROGEP), an Ecowas Center for Renewable Energy and Energy Efficiency (ECREEE) initiative funded by the World Bank Group and partners as a Finance Expert. He also acted as the Coordinator for ROGEP before joining WAM. He has worked as a Principal Investment Officer with Women's World Banking Asset Management (WAM) and Consultant for Lendahand and XpressGas Limited. Currently, he is the CEO/Co-Founder of Figtech Limited, a Fintech startup company in Ghana. Fintech has developed an App, MYFIG, to solve the challenges many faces in navigating various financial products. He graduated from Kwame Nkrumah University of Science and Technology, Kumasi and the University of Ghana Business School in Agriculture Economics and a Masters in Business Administration, respectively. He is a Certified Digital Finance Expert from the Frankfurt School of Finance and Management. Highlights from the Show Festus started working about 3 years ago on the issue of people in Africa having enough financial protection for retirement or to protect their families, and penetration rates of traditional life insurance products are very low Africa has seen the adoption of mobile payments, even on feature phones instead of smart phones, but that's largely not moved into financial services spending so much as general consumption All of this lead him to co-found Figtech, which is a platform to manage your insurance protection Life insurance is sold by individuals in Africa, but these agents don't tend to stand behind or support the policies after they're sold, so consumers struggle with basic things like updating their address (which requires going to the insurance company's office to change it in person) There are changes needed in the insurance market and regulation of it to see more penetration of insurance Some regulators have been creating more flexible paths for startups and new players to enter the market and grow For example, creating digital distribution licenses They've also allowed for creation of microinsurance that comes along with or is embedded into other products, like insurance you get when you buy more airtime minutes for your mobile phone Figtech was part of the first regulator-organized startup competition three years ago, and that experience helped spark Festus to push to create an insurtech community in Ghana, starting InsurTech Ghana They've been working with other InsurTech communities around the world, and started the first ever InsurTech Ghana conference in 2023, which they're holding again this year Africa is where a lot of new ideas of coverage and ways to protect people are being developed, and we would be smart to foster and watch what's happening there as a source of possible future product innovation ideas for the global insurance market This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Alumni events aren't just for reminiscing – It's also a great opportunity to get career updates. A few School of Business alumni gathered in May 2024 and recorded their best advice for the class of 2024. A special thank you to Clifford Pate, Photographer, Marleylilly Lucas Moyon, Research Assistant, Federal Reserve Board of Governors Joey Vigue, CPA, Vice President of Finance - Health, AmeriLife Group Victor Jimenez, Credit Analyst, United Bank Sarina Arora, Licensed Banker, First Citizens Bank Mikayla Jenkins, Export Logistics Specialist, United Cargo Management Check out this episode of Biz-eWerk dedicated to the Class of 2024, College of Charleston School of Business. --- Send in a voice message: https://podcasters.spotify.com/pod/show/biz-ewerk/message

As we move into the 2nd quarter of 2024, ASEAN Banks come under our radar as a barometer of how the economy is doing. Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence joins us to discuss the impact of China's property woes on these financial institutions, what a Fed rate cut does to earnings, and the outlook for their additional tier 1 bonds.Image Credit: Shutterstock.com

Some medical breakthroughs come from unexpected sources. The origins of new weight-loss drugs such as Ozempic—known in the industry as GLP-1s—can be traced back to 2005, when they were introduced as a treatment for diabetes. Two decades later, these drugs have seemingly burst onto the medical scene, gaining notoriety for their ability to help people lose weight and the potential implications for a variety of other business sectors. This “Ozempic effect” serves as an important lesson for investors: Healthcare innovations often have a cascading impact on the economy and their portfolios. With the healthcare industry working overtime on the next big breakthrough, identifying future winners in the medical field will lead investors to new opportunities.  The Outthinking Investor gathered insights from experts in the healthcare space to dig deeper into the future of medical innovations and how consumer behavior could change with the rise of weight-loss drugs. Our guests in this episode are Daniel Matviyenko, Managing Director and Portfolio Manager for Jennison's healthcare strategies; Scott Swanson, Principal and Credit Analyst at PGIM Fixed Income; and Tim Dall, a health economist and Executive Director at GlobalData.

On this episode, host Chris Roberti sits down with Alex McLaughlin from the Los Angeles trading desk to discuss how things are looking now that we're several months into 2024. Alex is a Director and Credit Analyst with the team, and along with Chris, he breaks down the current rate and inflation narrative, the credit landscape, an overview of the healthcare sector, why investors are “refocusing” on the value of tax free income, and more. So, press play and get ready for another insightful episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 6443349

Last year's wipeout of Credit Suisse bonds sparked panic among rich Asian investors who had loaded up on the risky bank debt. But now, additional tier 1 bonds are seeing a resurgence in Asia. So why are funds buying more of Asean banks' dollar AT1s? Who were the top 10 investors in Asean banks' dollar AT1s in February? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence, to find out more. See omnystudio.com/listener for privacy information.

Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt, future refunding needs, potential pitfalls, and how this expected supply might reshape the Treasury curve. Whether you're a seasoned bond investor or newer to the asset class, this episode is your gateway to understanding the dynamics currently driving Treasury Markets.

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss how things are looking out of the gate this year.  Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team.  Together, Ian and Chris break down our assessment of the current rate and inflation narrative, opportunities in the high yield municipal space, asset allocation guidance, an update on the credit landscape, and more. So, press play and get ready for another illuminating episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 6315794 

Singapore banks' net capital-bond supply, which includes AT1s and T2 bonds, is expected to be negative this year. And this is possibly due to low refinancing needs and sluggish loan growth potential. So as potential rate cuts are bringing focus back to our local bank's potential bonds issuance this year, how might the bank's low funding needs limit their capital bond supply in 2024? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence, to find out more.See omnystudio.com/listener for privacy information.

Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA's purchase of Callon, and why it's not what it seems. He also discusses Chesapeake Energy buying Southwestern and digs into the broader global energy market and upcoming earnings. James Seyffart, ETF analyst with Bloomberg Intelligence, joins to discuss the beginning of trading for Bitcoin ETFs in the US. Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook, and Schwab's latest STAX score, which is a proxy to gauge Schwab clients' exposure to equity markets. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss Hertz's EV reversal, as it looks to offload a third of its electric vehicle fleet. She can also discuss developments in the cruise industry. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti sits down with Alex McLaughlin directly from our trading desk in Los Angeles. Alex is a Director and Credit Analyst with the team, and he joins us to assess the 2023 municipal market, discuss whether recent market strength is here to stay, analyze the credit landscape, and much more. So, press play and listen to another informative episode of The Muni 360 Podcast from New York Life Investments!Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 6119350

There is growing excitement in the financial markets as the Fed leans towards a more dovish tone. However, some global banks have a more conservative opinion as headwinds have not at all disappeared. Rena Kwok, Credit Analyst, Asian Financials of Bloomberg Intelligence discusses how resilient ASEAN lenders are as we approach the new year.Image credit: Shutterstock.com

Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels' proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, shipping volume, and industry expectations for 2024. Kori Sassower, Principal Broker at Compass Real Estate, joins to discuss the greater NYC real estate market, the pent up demand in housing, and outlook for what could be another incoming real estate boom. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the FOMC meeting, CPI, the impact of the Fed's rate hike cycle in real estate and other areas of the economy, and his recent piece on renting vs. buying. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

High loan repricing, global geopolitical tensions, and continuous high interest rates are all weighing on confidence. And as ASEAN banks face a cloudier economic outlook, more headwinds may be in store in the coming year.  On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence to find out the 2024 outlook for ASEAN banks.See omnystudio.com/listener for privacy information.

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the FOMC decision. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss the merger between Six Flags and Cedar Fair. Doug Adams, Global Co-Head of ECM at Citi Bank, joins to discuss his outlook for equities in 2023 and into 2024. Lisa Jarvis, columnist with Bloomberg Opinion covering biotech, healthcare, and pharmaceuticals, discusses the development of weight loss drugs, growing competition, and outlook for the space. Nouvelle Gonzalo, founder at Gonzalo Law Group, joins to discuss the lawsuit against Meta over youth marketing, and how it will impact the industry. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Join Warren Ingram as he deep dives into the transformative world of ESG with Michelle Green, Credit Analyst and ESG Committee Chairman at Prescient Investment Management. Today we unpack the significance of environmental, social, and governance factors in reshaping investment strategies, emphasising its role in responsible investing and the shift from a shareholder-centric model to a holistic stakeholder approach. Questions/ Topics:Revolutionizing investment strategy with ESG.Introduction to Michelle Green: Credit analyst and ESG committee chair at Pressient Investment Management.Unpacking ESG: What it stands for and its relevance in investing.Benefits and prominence of an ESG-focused strategy.ESG's role in responsible investing.Importance of transparency and consistent information in ESG.Navigating global sustainability trends.Advantages of considering ESG in investment decisions.ESG adoption statistics in South Africa.Shift from shareholder-centric to stakeholder approach.Reevaluating ESG's role in both investing and company strategies.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Amid growing macro risks and elevated interest rates, Singapore lenders face the probability of default across mortgages, unsecured retail and SMEs. But amongst our local banks - which bank's default risk loan profile proves to be a bright spot? And who's lagging behind? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence, to find out more. See omnystudio.com/listener for privacy information.

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti is joined by Ian France directly from the trading desk in Los Angeles. Ian is a Director, Credit Analyst, and Trader with a focus on the high yield segment of the municipal market, and he joins Chris to share his observations of the current municipal market trajectory so far this year.  Plus, they also discuss the ins and outs of portfolio positioning in today's market climate, and so much more! So, click “Play” for another insightful episode of The Muni 360 Podcast from New York Life Investments!Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU 5786044

David Welch, Detroit Bureau Chief for Bloomberg News, and Jordan Fabian, White House reporter for Bloomberg News, discuss the latest on the UAW potential strike and its political and economic implications. Richard Portes, professor at London Business School, joins to break down the ECB decision, outlook for next week's BOE decision and Euro economy, and can dig into bank health after the bank collapses from earlier this year. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to discuss her REIT, interest rate hikes, and outlook for the sector. Andrew Silverman, Government Analyst – Tax Policy with Bloomberg Intelligence, discusses his coverage of the Arm Holdings IPO and how regulation is affecting the IPO market. Bloomberg Intelligence lead semiconductor analyst Kunjan Sobhani also joins. Brian Egger, Senior Gaming and Lodging Analyst with Bloomberg Intelligence, and Jody Lurie, Credit Analyst with BI, discuss the hackings of MGM Resorts and Caesar's. Arm Holdings CEO joins Bloomberg TV's Caroline Hyde to discuss the company's IPO. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti is joined by Alex McLaughlin directly from the trading desk in Los Angeles. Alex is a Director and Credit Analyst with the team and he joins Chris to discuss the tone of the current municipal market as well as the latest interest rate and inflation narratives.  Plus they also breakdown the impact of Fitch Ratings' downgrading the U.S. Long-Term Foreign-Currency Issuer Default Rating (IDR), and so much more! So, click “Play” for another insightful episode of The Muni 360 Podcast from New York Life Investments!Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU 5786044

This week on The #MiamiTech Podcast the hosts chat with Javier Ramirez Lugo of Cuota!Javier is the founder of Cuota which is a company of B2B Sales consultancy, he has helped over 40 venture backed-startups. His B2B Sales experience comes from being a top-performing sales leader at 3 unicorns: Zenefits, Rippling & WeWork.Before tech, his career originated in Wall Street, first as a Credit Analyst then joining the Sales & Trading organization at Goldman Sachs.Javier graduated from Northeastern University with a Bachelor's in Business Administration with a dual concentration in Finance and Entrepreneurship.He was born & raised in Mayagüez, Puerto Rico.Topics on Deck:- Javi's experience leading sales team at 3 unicorns (Zenefits, Rippling & WeWork)- Why he chose to move to Miami- What most founders get wrong when hiring a sales leader- What most Sales leaders get wrong when selling- Parallels between B2B sales and dating- and more!Follow Javier on Twitter! @Javib2bLearn more about Cuota: https://www.cuota.ioJaviers new podcast:https://www.youtube.com/@0a100.podcastFollow the Hosts:Brian Breslin @BrianBreslinMaria Derchi @MariaDerchiCesar Fernandez @CFernandezFLWill Weinraub @WillWeinraubIf Interested in being on the podcast please email: Miamitechpod@gmail.comPlease Like + Subscribe + Rate + Review!#miamitech #miamitechpod #crypto #nft #technology #startup

Basel IV will be a game changer for banks. The regulation, a finalisation of Basel III, will overhaul global bank capital requirements, including reforms to the standardised approach for credit risk. But what exactly is Basel IV? And how will this affect our local banks here in Singapore? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst of Asian Financials at Bloomberg Intelligence, to find out more. See omnystudio.com/listener for privacy information.

Turmoil in the global banking industry, and the consequence of aggressive monetary tightening, have led many to question whether we're on the verge of yet another financial crisis.  And it's added to volatility in the credit default swaps market as well.  So how were the credit default swaps of our Singapore banks affected? And what's the outlook for the CDS for the second half of the year? On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence to find out more. See omnystudio.com/listener for privacy information.

AT1s are designed to absorb losses when banks collapse.  But in the recent banking turmoil, there was a total wipeout of Credit Suisse's notes, triggering a volatility in the market with few banks willing or able to sell new notes.  Now - will Asian bank continue to issue AT1s after this banking chaos? And will Singapore's banks likely to issue AT1s this year?  On Money in the Market, Hongbin Jeong speaks to Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence to find out more. See omnystudio.com/listener for privacy information.

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO's moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric's deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Julia Hermann is joined by Mark Kehoe, Portfolio Manager and Credit Analyst at MacKay Shields, to discuss what's next for banks after tumult in the sector in the U.S. and Europe. Tune in for a discussion of the outlook for monetary policy, regulation, and lessons learned in the wake of recent bank failures. 

February 23, 2023 | GM idles truck plant to manage inventory; credit analyst Joel Levington by Automotive News

Singapore's credit card spending of S$20 billion in Q3 2022 is the highest since 2010's level at about S$4 billion. Will this credit card spending trend continue in 2023 and what could it mean for the broader banking sector asset quality amid a weaker growth outlook and rising recession fears? Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence shares her insights on the latest report See omnystudio.com/listener for privacy information.

The credit market is in focus today as tightening monetary conditions and trade tensions continue to dampen global market activity.  We'll start from home in Singapore. Earlier, market reports suggested that Singapore's three largest banks could see a possible increase in bad loans and softer loan growth this year, but which are the risks to watch and which bank will be best-placed to weather the economic slowdown?  Further away, JP Morgan is expecting to see Thailand's interest rates peak this quarter at 1.75 per cent, but how would this impact the country's banking sector amid elevated levels of household debt? And to what extent would higher interest rates make borrowers turn to unsecured retail products? On Market View, Prime Time's finance presenter Chua Tian Tian posed these questions to Rena Kwok, Credit Analyst at Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

Today we welcome Michelle Green, Credit Analyst at Prescient and ESG Committee Chair Member to discuss conscious investing. Warren Ingram and Michelle discuss more on ESG investing,  what does it mean, what is capital gain like, and why the rate of change is important. Questions/ Topics: What is ESG?  Knowing more about the ethics behind investing in ESG marketsDoes ESG come at the cost of capital growth? How does a committee in ESG work?Why the rate of change is important to look at What should our listeners know about ESG?If you had advice for your younger self, what would it beHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Kerrie Cox Romero is a proud born and raised New Mexican. With a bachelor's and master's degree in Agricultural Economics from New Mexico State University, she cut her teeth in the corporate world as a Credit Analyst for Farm Credit of New Mexico and later as a Senior Analyst with the Bank of Texas. In 2013 she accepted an advocacy position in the outfitting industry as a lobbyist advocating hunting and fishing. She immediately fell in love with the industry. The 2023 legislative session will be Kerrie's 11th year advocating the rights of hunters and nonresident hunter opportunity. She currently serves as the Executive Director of the New Mexico Council of Outfitters and Guides. She is also the Board Secretary for the Professional Outfitters and Guides of America. Kerrie enjoys all things outdoors including hunting, fishing, horseback riding, and she is an avid alpine skier. She lives in Stanley, New Mexico with her husband and 3 children.

South Korean and Thai credit markets are at the heart of our discussion today. Speaking of South Korea, the country has been scrambling to prevent a credit market meltdown from sparking broader contagion, after local corporate bonds suffered one of the most rapid sell-offs in the past three months.  More recently, South Korean insurer Heungkuk Life Insurance said it'll delay the buying back of perpetual bonds,citing unfavourable market conditions and the US Federal Reserve's hawkish stance.  That move triggered a perpetual bond rout in Asia. While Heungkuk Life has decided to reverse its earlier move to exercise a call option on its perpetual notes, we want to find out the outlook for South Korea's bond markets.  Closer to home, investors continue to watch Thailand's banking sector even as the country recovers from the troughs of the pandemic. But why is this the case?  On Market View, Prime Time's finance presenter spoke with, Rena Kwok, Credit Analyst at Bloomberg Intelligence for more.See omnystudio.com/listener for privacy information.

Buying a property is a good investment. There's steady cash flow, tax breaks and property value appreciation. For many, taking private debt is necessary to finance real estate purchases, but not a lot of buyers are aware of what loan is best for them.In today's episode, real estate investor Will Coleman educates listeners on the different types of loans used to finance real estate investments. Plus, he'll share what private debt is, and what are the advantages of investing into a private money fund.Key Points From This Episode: How Will got into the multifamily businessWhat are the different types of loans for real estate investorsHow his company structures loans for borrowersThe main benefits of investing into a private money fundHow his company selects the markets that they are lending toHow he conducts investor relationsWhat lessons he learned in the industryThe one habit that has contributed to his successTweetables:“The importance of communication is probably the main skill set.”“We're kind of a private lender that can do short-term bridge financing on real estate.”“The main thing we're doing is keeping a very close eye on recent comps.”“We do have all of our borrowers sign a personal guarantee. And then just making sure that even if it sells for five to 10%, less than what we think it will sell for, the borrower still makes money.”“Get advice and feedback from as many potential future customers as possible before spending any time on building the business or the product or the idea.”Links Mentioned in Today's Episode:UrbanGate Capitalwill@urbangatecapital.comAbout Will ColemanWill Coleman is the Founder and Chief Executive of UrbanGate Capital where he is in charge of operations and investor relations. Prior to this, he worked as the Director of Finance at commercial brokerage firm RAND Commercial Real Estate and a Credit Analyst at City Bank.Will earned a business administration degree from Liberty University where he has also served as a soccer coach since 2013.

Credit markets and the performance of banks in Asia are on our list today after recent jumbo rate hikes by the US Federal Reserve rattled markets and hurt demand for homes and mortgages.  Just look at Hong Kong - the city's home prices, for one, fell 2.3% in August from a month ago, the lowest in over three years.  In Singapore, major banks such as UOB and DBS Bank have temporarily ceased their fixed rate home loans for now to review their rates. Plus - cooling measures announced by the local government last night. On Market View, Prime Time's Finance Presenter spoke with Rena Kwok, Credit Analyst at Bloomberg Intelligence, as they unpack how recent developments would weigh on mortage demand and bank performance in Asia.See omnystudio.com/listener for privacy information.

What does the potential headwind of "higher-for-longer inflation" mean for Singapore banks across their entire portfolio? Michelle Martin finds out with Rena Kwok, Credit Analyst, Bloomberg intelligence  See omnystudio.com/listener for privacy information.

In this episode, Analyst Jesus Rodriguez Aguilar will take us through his top ideas in Europe's M&A landscape. Smartkarma subscribers can find the presentation slides here. -- Jesus is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has recently served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University of Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

What an honor to spend time in person with the one and only Luther King. So genuine and humble, he is still learning from the younger generations, believing “you take care of your clients, and they will take care of you”. Luther shares more details about his professional journey, his motivation for giving back, and his excitement for the future of our industry and professionals.  He founded Luther King Capital Management (otherwise known as LKCM) in 1979 in Fort Worth, Texas. With additional offices today in Austin, San Antonio, and Dallas, the firm is independently owned, and provides investment advisory services to high-net-worth individuals, families, and a wide variety of institutions, employing 100 people, and managing over $25b in assets. Luther's professional career began in 1963 as a credit analyst at First National Bank of Fort Worth. Enlisted in the U.S. Air Force Reserve, he was honorably discharged in 1968. Two years later, he went to work as a senior investment officer for Shareholders Management Company (which later became a part of American General Insurance).  In 1973, he joined Lionel D. Edie & Company – a New York-based investment firm – as Director and Manager of the Dallas office. The company was sold five years later, and in 1979, Luther founded LKCM. Within the categories of leadership, contributions, awards and recognition, Luther has clearly dedicated his life to giving back to many institutions, including, but not limited to Employees Retirement System of Texas, UTIMCO, TCU, CFA Society of DFW Strategic Advisory Board, and four public companies. Today, the Teresa and Luther King Entrance marks a prominent boundary on the TCU campus along with the King Family Commons. In fact, Six 600 Horned Frogs live in the Teresa and Luther King Residence Hall. Across campus, students at the Neeley School of Business hone their skills at the LKCM Center for Financial Studies, and a significant number have become interns at his firm. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

PGIM Fixed Income's James Malone, CFA, ESG Research Specialist, and Beth Gunning, Credit Analyst for Emerging Markets Corporate Bond Research, join David Klausner, ESG Research Specialist, for a deep dive into the critical role that metals and mining companies have in enabling the low carbon transition. Our panel explores a range of topics, including the dramatic increase for minerals as countries reduce their high carbon energy reliance, the implications of Russia's ongoing invasion of Ukraine on the supply and demand of critical metals, and the risks miners face as a result of historically poor environmental and social performance as the global community tries to deliver on ambitious climate goals. Recorded on June 23, 2022.

This week's guest is a great friend who I look up to like a big brother, Darren Lifferth. Darren teaches us through words, stories, and examples how important it is to be open to opportunities when they arise, even if the timing might feel off according to our plans. Darren highlights the importance of doing a gut check everyday to make sure you are moving in the right direction and focusing on the the right priorities. Darren shares some personal stories that illustrate how examples from his life have helped him become the servant leader he is today and how holding people accountable can be vital to serving them. We talked about an inspirational address from Elder Alvin Meredith III about how to look down the road to center ourselves and it showed even deeper how we are more connected than we realize. Darren shared his reason for choosing the path of international business so that he could help people become more connected and reliant on one another so there would be less conflict in the world.    Darren Lifferth is the Cat Card Business Excellence and International Business Development Manager for Cat Financial based in Nashville, Tennessee. He leads a cross functional team of project leaders, data scientists, and strategy experts on developing new business opportunities internationally. Darren has worked for Caterpillar for almost 20 years in a variety of positions and locations globally. He joined Caterpillar as a Credit Analyst after earning his bachelors degree in International Business Management from the University of Tennessee in Knoxville. While in Nashville he took on additional responsibilities as a Customer Service Representative handling collections, loan modifications, repossessions, and reporting. Next he moved into a Documentation Analyst role followed by a Transaction Coordinator role supporting loan documentation creation, negotiation, and government filing of title documents. During these roles Darren spent considerable time working in Brazil. In 2007 he earned his MBA from Auburn University with an emphasis in Finance. From 2007 through 2013 he held sales roles in Florida as an International Account Manager and in Louisiana as a Senior International Account Manager. In 2013 he relocated his family to Singapore to lead the sales efforts as the Asia Pacific Sales Manager. In 2016 he transitioned into the Asia Pacific Marketing Manager. In both of these roles Darren was able to travel extensively throughout Asia to support customers and Caterpillar Dealers. In 2018 he moved his family to Bangkok, Thailand to become the Managing Director for Thailand managing all company operations for sales, credit, customer service, legal, compliance, HR, and reporting. During the start of the pandemic he moved his family back to Nashville, Tennessee where he transitioned in to the Business Excellence Manager for Cat Financial responsible for strategy development and governance, project management, 6 Sigma, Lean, data strategy development and governance, and company resource allocation. Darren's current responsibilities as the Cat Card Business Excellence and International Development Manager focus on growing business opportunities internationally.    Darren and Sarah were the first couple ever married at the Nashville Tennessee Temple of the Church of Jesus Christ of Latter-day Saints in May 2000 and they now have six children ranging in age from 6 to 20 years old. He loves all things outdoors like running, sports, hiking, canoeing, rock climbing, fishing, hunting, mountain biking, and sitting around a camp fire. Hobbies include cheering for UT, Auburn, TN Titans, and the New Orleans Saints, sewing outdoor gear like hammocks and backpacks, ham radios, 4x4 offroading, timing the stock market, keeping up with current events, traveling, and eating delicious food. Most of the time he's with his family on some adventure when he's not working.   Resources: Elder Alvin F. Meredith III - Look Down the Road https://abn.churchofjesuschrist.org/study/general-conference/2021/10/57meredith?lang=eng  

KMOX's Megan Lynch talks to Matt Schultz, Chief Credit Analyst from Lending Tree, to discuss a study that says consumers will spend more money if there is a buy-now-pay-later option, and how it might be harming their credit in the long run. 

A lot of the financial headlines we're seeing about China lately involve debt of one form or another. It could be a real estate company that borrowed too much and got into trouble or a new macro policy aiming to rein in leverage in the banking system. But it's important to differentiate between bad debt and good debt. While companies going bust may be newsworthy, this can also help in reducing so called ‘moral hazard' if it results in credit risk being priced better by investors. While another positive force is China's onshore bond market which has nearly doubled in the last five years, and is now the second biggest bond market in the world. To help explore China's debt markets, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Asian Fixed Income & Hong Kong Investments, are joined by George Efstathopoulos, Multi-Asset Portfolio Manager, and Monica Li, Equities Director. With additional contributions from Olivia He, Portfolio Manager, and Claire Xiao, Credit Analyst. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.

A lot of the financial headlines we’re seeing about China lately involve debt of one form or another. It could be a real estate company that borrowed too much and got into trouble or a new macro policy aiming to rein in leverage in the banking system. But it’s important to differentiate between bad debt and good debt. While companies going bust may be newsworthy, this can also help in reducing so called ‘moral hazard’ if it results in credit risk being priced better by investors. While another positive force is China’s onshore bond market which has nearly doubled in the last five years, and is now the second biggest bond market in the world. To help explore China's debt markets, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Asian Fixed Income & Hong Kong Investments, are joined by George Efstathopoulos, Multi-Asset Portfolio Manager, and Monica Li, Equities Director. With additional contributions from Olivia He, Portfolio Manager, and Claire Xiao, Credit Analyst. Read more at fidelityinternational.comSee omnystudio.com/listener for privacy information.

Reconnecting with an old partner can bring on great inspiration, today's episode I will be interviewing a good friend and business partner Will Coleman. We worked side by side, learning the real estate business and closing deals together for a few years. Will is here to tell us about his leading company, with the focus of closing deals faster and smarter.(Have Dylan confirm if this is okay, as it isn't their motto per say). He has a lot of insight that will help you find your start and aid in current affairs, so grab a seat and enjoy this episode of Operators & Allocators! A little bit about our guest,  Will began his real estate career in 2016 by investing in and self-managing single family properties in the DFW market. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst underwriting over $50MM in transactions. Will then worked at Rand Capital as Director of Finance running a commercial mortgage brokerage that closed over $24MM in loans within the first 14 months. In 2020 Will formed UrbanGate Capital, a hard money lending business in TN with his business partner Brandon Thornberry which has successfully raised and lent out $5MM in its first year.   Take a look at some of the topics in this interview 00:00 Intro 02:59 - Will Coleman's start 14:00 - Will shares his companies product 18:20 - Will's long term strat 21:56 - Which advantage complements your strategy? 26:26 - What is the value and who is the target? 36:16 - unpopular opinion 38:36 - Will's learning lesson  43:07 - Dylan's & Will's motivation   Will Coleman's socials   Website https://www.urbangatecapital.com/ Email will@urbangatecapital.com    Learn more about the podcast and it's presenters at: https://therequitygroup.com/ Register to Invest with The Requity Group: https://investors.appfolioim.com/trg/investor/request_access Learn more about the podcast and it's presenters at: https://therequitygroup.com/ Register to Invest with The Requity Group: https://investors.appfolioim.com/trg/investor/request_access

Bloomberg Intelligence issued a report on how Singapore's banks manage their surplus capital, and in particular OCBC's relatively more conservative approach and if it highlights any potential weaknesses for Singapore's second largest lender. JP Ong spoke to Rena Kwok, Credit Analyst at Bloomberg Intelligence, about their findings a week before SIngapore's banks release their latest earnings.See omnystudio.com/listener for privacy information.

Heidi Craig's Near-Death Experience (NDE) occurred on May 29, 2004, after having her youngest son. She was 34 years old. Her heart stopped while she was in the OR and she “woke up” in heaven….or what she likes to call “home”. She says that there are no words to truly express the feelings of love, joy, peace, warmth and contentment that she experienced. She received three messages, over and over again. It is because of those messages that she wants to share her story and spread the messages of peace and love that she received. She experienced a lot of challenges since her NDE occurred, including getting divorced, being laid off three time within seven years, experiencing financial hardships, and at one point she thought that she was going to live out of her car. The gift of her NDE and the messages received helped her get through all those rough times. Heidi no longer fears death and she knows that we are one, we are connected, and that our souls live on. Heidi wrote a book of affirmations in December 2017 based on her NDE called “Messages from Heaven (The Little Book of Affirmations Based on the True of a Near Death Experience)”. Heidi's goal is to help at least one person. Heidi lives in Solvang and has three loving, healthy & handsome sons. She works as a Credit Analyst at a wireless speaker company in Santa Barbara. Music Credits: Track: Wandering — JayJen [Audio Library Release] Music provided by Audio Library Plus Watch: https://youtu.be/1HJbXTXa5WU Free Download / Stream: https://alplus.io/wandering FOLLOW Magic Is Real (Host Shannon Torrence) on Instagram: @realmagicshannon To be added to the Magic Is Real mailing list, e-mail me at: magicisrealshannon@gmail.com. Please like MAGIC IS REAL on Facebook: https://www.facebook.com/magicisrealshannon

Finances and record keeping. They're not the most exciting parts of farming, but they are the powerful pieces you need for a successful loan approval. In this episode of AgCredit Said It, our hosts sit down with credit analyst Joel Althauser to discuss the perfect recipe for creating a balance sheet. We chat (in the least boring way possible) about what a balance sheet is, why it's important to not only you and your operation, but to your lender and credit analyst too, and other valuable tips on filling out this essential document.

UOB and OCBC released quarterly earnings that impressed for the most part, but how good is the asset quality for these lenders, as well as credit cost trends facing the 2 banks? Rena Kwok, Credit Analyst at Bloomberg Intelligence, joined us on Across the ASEAN to recap the report cards for UOB and OCBC, and also talk about potential exposure for Singapore's lenders to housing property risks in China. She also shared her recent research on banks in the Philippines and Thailand.See omnystudio.com/listener for privacy information.

Conversations with the MarketPlace presents a conversation with Marcy M. Lash Vice President and Municipal Credit Analyst - T. Rowe Price Associates. One of the benefits of working with hospitals from across the country is meeting passionate people who are committed to providing the best advice, counsel, and strategies to healthcare organizations to ensure their financial viability. Marcy Lash is such a person. Marcy has been a Vice President and municipal credit analyst at T. Rowe Price since 1998, focusing exclusively on not-for-profit hospitals and hospital systems. She is currently responsible for $4.8 billion in assets under management comprised of 150 separate health care credits across the ratings spectrum. During this conversation, Marcy shares her industry insights, details issues faced by hospitals in light of the pandemic, and provides suggestions to improve financial viability. Topics covered include: • The importance of building a long-term relationship, based on trust, with both the hospital or system • Examples of best practice relationships and how she's worked with the CFO, or lead financial executive, and other members of the hospital's team • Important expectations in communications with a hospital approaching or during a financial crisis • Core information and data requirements that should be provided to the investor community • Win-Win strategies that hospitals can employ to get them through the difficult issues they face • The importance of a well-thought-out “story” and hospital strategy for resolving the financial crisis If you have questions, please contact us at jbehn@warbirdcp.com. Marcy can be contacted at mlash@troweprice.com.

Arising investment opportunities, global challenges, well considered perspectives, complementary to our research report The Future of Earth Lena Dente of UBS talks with Themis Themistocleous, Chief Investment Officer EMEA, Antonia Sariyska, Impact Investing expert, Charles Veasey, Head Sustainable Investing Communications, Elena Guglielmin, Credit Analyst, and Mark Haefele, UBS Chief Investment Officer.

Learn more about hard money lending and Multifamily Finance with Special Guest Will Coleman! Will began his real estate career in 2016 by investing in and self-managing single family properties while working in property management for Greystar Real Estate Partners. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst underwriting over $50MM in transactions. Will then worked as Director of Finance running a commercial mortgage brokerage that closed over $24MM in loans within the first 14 months. Now Will has started a hard money lending business UrbanGate lending short term capital to investors in TN. Invest NOW with Vinney, Learn NOW from Vinney! Book your FREE Strategy Call NOW! Go to this link: https://calendly.com/jonroosen/ Check out Mr. Vinney Smile Chopra at: https://vinneychopra.com/ Invest Passively in Senior Housing: https://seniorlivinginvesting.co/ Contact Me Here For more info: https://vinneychopra.com/contact-vinney/  vinney@vinneychopra.com

In this episode, Dalyn Hazell sits down with Jon Fulp to discuss commercial banking for your BRRRR deals. Financing those deals, refinancing out of your BRRRR properties to get the maximum cash flow, and the maximum amount out of your deal so you can keep repeating that process for that long-term wealth.Jon Fulp was born and raised in Springfield, Missouri. He graduated from Glendale High School in 2010 and then went on to play golf at Drury University where he later graduated in 2014 with a bachelor's degree in finance. After his undergraduate, Jon then went on to be a Graduate Assistant for the Missouri State University College of Business and earned his Master's in Business Administration. Upon graduating from MSU, Jon started his banking career as a Credit Analyst at Springfield First Community Bank. After 18 months of doing credit analysis, he was promoted to be an Assistant Vice President of Commercial Lending. In 2020, Jon moved from Springfield First Community Bank to Central Bank of the Ozarks where he is now an Assistant Vice President of Commercial Lending and manages a commercial loan portfolio of $60 million.Key takeaways from this episode:The basics behind commercial lending, and how it differs from traditional lending.The terms and interest rates of one to four units in commercial lending.Commercial lending versus Consumer lending.The advantages and disadvantages of loans.House Hacking is a great wealth-building tool.The lender's job can be made easy.Relationships and open communication with your banker are very important.Subscribe, Listen to our episodes and leave us a review:Apple: https://podcasts.apple.com/us/podcast/real-estate-investing-for-freedom/id1570870735Spotify: https://open.spotify.com/show/2d3nMp137jfw6MDyPPsY3jGoogle: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNzkxNDk0LnJzcw==Connect with Guest, Jon Fulp:Website: https://www.centralbank.net/ozarks/Phone Number: (417) 841-4237 and 417-848-9777LinkedIn: https://www.linkedin.com/in/jon-fulp-924b1833Connect with the Host, Dalyn Hazell:Facebook: https://www.facebook.com/dalyn.hazell/Instagram: https://www.instagram.com/dhazell24/Email: dalyndhazell@gmail.com

In this episode, I am interviewing Joseph K., the founder of Apex Rei, on how to become a real estate investor. If you are ready to dip your toes into real estate, be sure to grab a pen and notebook. If you have any questions about anything mentioned in this episode, please email Joseph at jkimbroughrei@gmail.com or Willita Cherie at simple@willitacherie.com. Disclaimer: WILLITA CHERIE IS NOT A LAWYER, ACCOUNTANT, CREDIT ANALYST, OR INVESTMENT BROKER. INFORMATION WILLITA CHERIE PROVIDES DURING HER PRESENTATIONS IS FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY. WILLITA CHERIE ASSUMES NO RESPONSIBILITY OR LIABILITY FOR ANY ERRORS OR OMISSIONS IN THE CONTENT PROVIDED. THE CONTENT WILLITA CHERIE SHARES IN THIS VIDEO, WORKSHOP, AND/OR PRESENTATION IS PROVIDED ON AN "AS IS" BASIS WITH NO GUARANTEES OF COMPLETENESS, ACCURACY, USEFULNESS, OR TIMELINESS. WILLITA CHERIE'S PERSONAL SUCCESS IS NOT A RELIABLE INDICATOR OF FUTURE RESULTS. IT IS VERY IMPORTANT TO DO YOUR OWN ANALYSIS BEFORE MAKING ANY INVESTING, FINANCIAL, LEGAL, OR ACCOUNTING DECISIONS BASED ON YOUR OWN PERSONAL CIRCUMSTANCES. YOU SHOULD TAKE INDEPENDENT FINANCIAL ADVICE FROM A PROFESSIONAL OR INDEPENDENTLY RESEARCH AND VERIFY ANY INFORMATION BEFORE IMPLEMENTING ANY INFORMATION THAT WILLITA CHERIE SHARES AND YOU WISH TO RELY UPON.

A huge sell-off in US and Australian bonds is the backdrop for our conversation with CBA credit analyst Belinda Cheung Support this show http://supporter.acast.com/the-bip-show. See acast.com/privacy for privacy and opt-out information.

The Sound Off Team invite you to join us in the morning at 9am as we welcome, Utocqua Brown Grissett, Credit Analyst. She will share vital information on the upcoming Tax Season, Budgeting, Credit Score, and much more!! Make sure you check us out at 9am on 98.5 KISS Fm The Big Station, or listen on our Apple Podcast. Remember, We Sound Off And..... You Can Sound Off Too!!!#wesoundoff#impact

The Paycheck Protection Program was launched early in 2020 in an effort to provide economic relief to American businesses impacted by COVID-19. But, even after more than half a trillion dollars in loans to nearly five million businesses, the need is still great. Now, a second round of PPP funding has been authorized from Washington and local lenders like Penn Community Bank are doing their part to help local businesses weather the storm. In this episode, we're joined by Janina Bobak, Business Banking Credit Officer, and John Buckley, Senior Credit Analyst, to discuss what another round of PPP means for borrowers and what the bank is doing to meet businesses' needs. --- If you enjoyed today's episode, be sure to subscribe and leave us a rating. And, as always, keep up with the latest from Penn Community Bank by following us on social media: Facebook Instagram LinkedIn For more information about this podcast, links to past episodes, or to learn more about Community-first banking, just visit PennCommunityBank.com/podcast ---- Mutual Growth is the official podcast of Penn Community Bank - member FDIC. Equal Housing Lender. It is produced for the benefit of current and prospective customers and partner organizations. This program is provided to you solely for educational and entertainment purposes. The information contained herein is based on sources believed to be reliable, but is not represented to be complete and its accuracy is not guaranteed. The opinions, views, and estimates expressed are those of the producer at this date and are subject to change without notice. Please email marketing@penncommunitybank.com regarding booking or repurposing of any part of this podcast.

Will Coleman, began his real estate career in 2016 by investing in and self-managing single family properties in the DFW market while working in property management for Greystar Real Estate Partners. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst. Will now works as the Director of Rand Capital, a mortgage brokerage which focuses on finding the ideal financing on apartments and mobile home parks.  Will Coleman, Director of Rand Capital started his career by being the analyst behind the debt at a bank and seeing how decisions are made. Will used this experience when investing in his own properties, to see what the lender sees and what the investor sees and incorporating it. He shares his views on single family in comparison to multifamily and how starting out as a single family unit owner has shaped his view on multifamily. Will shares his view on how he stepped into larger multifamily units from the single family space and how education must play a huge role in it. Both Gino and Will share their behind the scenes knowledge of lending, what banks and brokers look for, and some intimate knowledge of how lenders operate in regard to newer investors. Will also shares his first hand experience of the up-sides investors get in relationships with community banks in the real estate space, the assistance that they may be willing to provide and the risks they take on newer investors. https://jakeandgino.com/resources/ 7 questions to qualify the lender: Acquisition Document Request: Personal Financial Statement:   “Are you working hard for your money or is your money working hard for you”   If you’re looking to finance a deal, email will and he’ll walk you through the process.    Will@randcre.com     To register to invest with us: https://invest.randpartnersllc.com/invexp/accounts/login/ Rand CRE's Facebook: https://www.facebook.com/randcre Rand CRE's Linkedin: https://www.linkedin.com/company/randcre Rand CRE's Instagram: https://www.instagram.com/randcre

Today, on the podcast we welcome Trevor Hulett. Trevor is most notably and importantly a commercial credit analyst at F&M Bank in Anamosa, IA. He received his Bachelor's degree from THE Wartburg College in 2018 where we played football together for 4 years! He's an absolute beast with numbers and spreadsheets and one of the most helpful Math 101 partners a guy could ask for. We hope you enjoy and thank you for listening! Please rate, review and share this podcast!To contact Trevor:thulett@fmbank.bizthulett11@gmail.comPlease contact us with any questions, comments, ideas, or even if you want to be a guest on the podcast:rottlerpodcast@gmail.com

Join Duc and Steve, as we chat with Will Coleman about commercial real estate financing 101. Will is the Director of Finance at Rand Commercial Real Estate, helping investors find the best financing option for their commercial real estate deals. In this episode, he shares his pieces of advice on how to build a relationship with lenders, the advantages and disadvantages of hiring a mortgage broker, and more! Real Estate is a Relationship Business In real estate, your relationship with your team and clients is the foundation of your business. Every business opportunity and deal will revolve around people. And how well you get along with everyone is the key to the success of your business. Therefore, it is so essential that you not only invest in yourself but also in your network. This will open more doors of opportunities for you and can help your business survive a bad situation in the market. Make sure you value those relationships and do your best to nurture them. Every person will want to do business with someone they like, and if you handle these with care, you will have clients for life. Failure is an Opportunity to Improve Fail, reflect, and improve.  Successful people have a tremendous amount of failures hiding behind their success stories. Failures should not make you cower in fear, but on the contrary, make you feel more excited and become braver! How you reflect on your mistakes is important because this will affect how you think and handle situations. If you continuously see failing as an opportunity to grow, you will never really fail again. Even the wealthiest people in the world commit mistakes and have bad days; these experiences are vital to your success. If you deal with these circumstances wisely, it will set you apart from a lot of people who let it affect them negatively. About Will Coleman: Will Coleman graduated from Liberty University with a Bachelor of Science in Business Administration: Economics. In 2016 he began his real estate career by investing in and self-managing single-family properties in the DFW market while working in property management for Greystar Real Estate Partners. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst being responsible for accurately underwriting the credit quality of borrowers, properties, and markets in Texas. In 2017 and 2018, Will also worked as an independent contractor for Lifestyles Unlimited as a Multi-Family underwriter.

In 2016 Will began his real estate career by investing in and self-managing single family properties in the DFW market while working in property management for Greystar Real Estate Partners. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst being responsible for accurately underwriting the credit quality of borrowers, properties, and markets in Texas. Currently, Will is the Director of Finance at Rand Capital, and host for the Rand CRE Podcast. Connect with Will: Will@randcre.com LinkedIn   Youth Academy by Jake & Gino: Go to This link and use code "DEREK" at checkout to save 50%  

Rachel Chua, Credit Analyst at MarketAxess, discusses her career story, and the broader topic of empowering women in the workplace in Asia, with GlobalTrading Editor Terry Flanagan.

James Carter is a Credit Analyst in the Fixed Income team at Waverton. In this episode we discuss why we invest in bonds, the history of fixed income and where James is finding his most exciting ideas. We also explore James' thoughts on the active vs. passive debate.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/James Carter - https://www.linkedin.com/in/jamescarter1994/For more information on any of the topics covered in this episode, please go to our website at Waverton.co.uk.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton's advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

About Linying Linying began her career at Knights of Columbus as a credit analyst. She most recently worked as a corporate bond trader and credit analyst at Longfellow Investment Management Company ($9BN AUM). While there, she recommended and implemented investment ideas for $5BN corporate and government portfolios. Additionally she executed daily trades up to $300M in response to portfolio strategy and market conditions. At Emerson (now part of Boston Financial), she ran the credit desk and managed their $200 million fixed income portfolio. She also spent two years at State Street Global Advisors as a credit analyst focused on industrial companies. At Akras, Linying’s focus is on deal underwriting and partnerships. Linying is an avid trekker and has traveled extensively in Asia, where she has close ties with family and is a fluent speaker of Mandarin Chinese. She is also an avid snowboarder and a foodie, with a home base in Boston, MA. Links from the Podcast https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqa2pfY05xaUdGZmQtRWN3RkcyanFxcjJaWDBUd3xBQ3Jtc0trbHJ0UzJyWnVQV1JsWEwyWlU0N3pGc1FkUmUtc052ZkVUcDZEU3dlYjRheXN0blJRR0dHbk9kR0U3dlJhWUlWNnpreVZ6cEpoeEZNR05zVlk5NGszak91d20wc2RwTll0NGthaHhjZnpIMnZxVWlDaw%3D%3D&q=https%3A%2F%2Fwww.akrascapital.com%2F (https://www.akrascapital.com/) https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqbFVXSnVTOUlrUGFZNUlkVHdNUkVfRTZndm9DZ3xBQ3Jtc0trY0ZMa1RFeU5HNHVrRml5aloxVkdMby1wU3BFZURNNU5KQUNyQTBvNHNWbEs0aXJxQ2w3MWpERUlUeUI4M3JIMkUyUzllSXgxanUzN293d19JU3pWLU5lWEMtbmhMZy16Tmt2TmxCYThrcTFJQ3I5OA%3D%3D&q=https%3A%2F%2Fwww.akrascapital.com%2Finvestor_resources%2F (https://www.akrascapital.com/investor...) https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqa2ZGTDgtdXQtWWI0eTRHd2FJRWR3b09USFJpd3xBQ3Jtc0trMF80SEtlTzBDNkNneFR6eG92TzBfZUpxQ3J1UFptSWhKWnRzV2hLc0JWQ2xZbGFLelNTQUhsNzAtNU9DdTBrUGxOZExqTEE2YXlTLURpcEdRallrS0pKNjdQd0ttS0szR25MMU9KSk9WZURJaGVIaw%3D%3D&q=https%3A%2F%2Fwww.akrascapital.com%2F%23contactus (https://www.akrascapital.com/#contactus) https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqbUhWelRpdE5mMlZXcXlHODBuWGk1R3JTQmVWZ3xBQ3Jtc0trNk9aamNyb05ENFY5VkVVdWxfSkx3R1dwWWRMbUNCYi1vS0h3ajZqNHZVWVRQN1dlVnR2a25xRHhaWHdlRUZveG8yYjhCT0x4NmY4TERqY3VySmtfNGdvdHJxQVhfcHVJNzRTVmlNMTdoM0Q4NG5Sbw%3D%3D&q=https%3A%2F%2Fwww.akrascapital.com%2Fstocks-vs-realestate%2F (https://www.akrascapital.com/stocks-v...) https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqbnRyLUZSalNNa0NLSGIwYndySnkwYnJoQzJFZ3xBQ3Jtc0trZk1heDd3TURuREhHSTdQSFRsN1ZQamt4TFRYblNzSDJMWlhFYno2Q19yREIwLVFPZ0g0SmFMekFMSnZHRXoyM2h3U1huSndmamNZOEJMaXBydi12Z1RvX0RULUJoTF9mdWpOSmJ5RXAxMnBmWjk1OA%3D%3D&q=https%3A%2F%2Fpeer2peerrealestate.com%2F (https://peer2peerrealestate.com/) www.facebook.com/peer2peerrealestate https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqbkpUUV9QMExLNU10bDVhbUE2QmlmUzd1Q2k3d3xBQ3Jtc0ttcVhTOHVFVnNoMlkyWHlnZXJhZFZXU3ZTREtIYVFDLUVRTzY2ZVY0T2NwT1oyNUNSSGk1dl96VTV0OUgyTEFDb3JKRXlYLXVQQ3NKU012SUR0dGRPQW56WkhMYTVHQ2h4N0JiUWQzNGVQZmZBeXBtZw%3D%3D&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fwilliemorales%2F (https://www.linkedin.com/in/williemor...) Youtube Channel https://www.youtube.com/redirect?v=4efeuQCKqVY&event=video_description&redir_token=QUFFLUhqbFR3ZHdrYU1fZHlXcHFXcmtSSFdIdkRMV2x0QXxBQ3Jtc0trNDYzSnRKcUVzSE1TeGNzT3ltRHRNdEs5eGpoZ2lobVZoRkZzbnJOejlURENTRHVZTEhqM3BtUHpiLTA5WFBia1pDVTZzbjg0ZnI4Q0R1bDlEUllDSXdqXy1rN0NiSjd4bUQ5SElqcTRhR0hLX0xSYw%3D%3D&q=https%3A%2F%2Fwww.mint.com%2Fbrokerages%2F (https://www.mint.com/brokerages/) **Peer 2 Peer Real Estate may be compensated and/or receive an affiliate commission if you buy something through our links, at no extra

Will Coleman is the Director of Finance for Rand Capital. He focuses on Non-Recourse debt options for multifamily assets nationwide. Will graduated from Liberty University with a Bachelor of Science in Business Administration: Economics. In 2016 he began his real estate career by investing in and self-managing single family properties in the DFW market while working in property management for Greystar Real Estate Partners. In 2018 Will began working in commercial lending at City Bank as a Credit Analyst being responsible for accurately underwriting the credit quality of borrowers, properties, and markets in Texas. Reach Will at www.randcapllc.com or email Will@randcre.com

As the most advanced electric car designer and one of the biggest traditional car manufacturers make big pushes this year to bring electric vehicles to the mass market we ask our analysts whether 2020 is the year EVs finally put their foot to the floor.  While neither Tesla or Volkswagen have been without their controversies in recent years, both now offer game-changing interventions for the electric car market: Tesla with its finely-honed technology and proof that a company can turn a profit selling these vehicles, and VW with its colossal scale. But significant hurdles remain. So just how big a risk are the companies taking and what could success mean for consumers and investors? Richard Edgar, Editor in Chief, talks to Oliver Trimingham, Equity Research Analyst, and Lucy Van Amerongen, Credit Analyst.  Click here for more episodes from this series.

As the most advanced electric car designer and one of the biggest traditional car manufacturers make big pushes this year to bring electric vehicles to the mass market we ask our analysts whether 2020 is the year EVs finally put their foot to the floor. While neither Tesla or Volkswagen have been without their controversies in recent years, both now offer game-changing interventions for the electric car market: Tesla with its finely-honed technology and proof that a company can turn a profit selling these vehicles, and VW with its colossal scale. But significant hurdles remain. So just how big a risk are the companies taking and what could success mean for consumers and investors? Richard Edgar, Editor in Chief, talks to Oliver Trimingham, Equity Research Analyst, and Lucy Van Amerongen, Credit Analyst. Click here for more episodes from this series.See omnystudio.com/listener for privacy information.

Länk till karriärsidan: https://www.tryggkredit.se/karriar/ See acast.com/privacy for privacy and opt-out information.

Member @Mentor1119 shares her path from a non-target university to breaking into a bulge bracket investment bank. We cover why she decided to go into finance, how she leveraged certain programs to give her a leg up in recruiting as well as the group dynamics involved during her summer analyst stint. Why she eventually left to go to the buy-side, why she bombed a case interview and one tip on how to avoid the same fate.

Matthew Kang is an editor for the infamous Eater food publication's Los Angeles divison. Currently, they have had more than 11 million visits and dive deep into the foodie world of LA. Right after graduation, Matthew worked as a Credit Analyst for a big bank, but after two years he started learning more about food to gain a better understanding of what makes great food writing. Through food he has built relationships and turn his passion into a career. 

Michelle Davis, Bloomberg News Finance Reporter, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, discuss JPMorgan and Wells Fargo earnings. Sacha Poignonnec, Co-Founder and CEO of Jumia, talks about the first day of trading on the New York Stock Exchange for the so-called "Africa's Amazon" ecommerce startup. Bloomberg Businessweek Editor Joel Weber and Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explain why Chevron is buying Anadarko for $33 billion. Tom Allison, Head of Strategy and M&A at ZX Ventures, talks about investing in innovative products for AB InBev. And we Drive to the Close with Alan Lancz, Research Director at LanczGlobal.com.  Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michelle Davis, Bloomberg News Finance Reporter, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, discuss JPMorgan and Wells Fargo earnings. Sacha Poignonnec, Co-Founder and CEO of Jumia, talks about the first day of trading on the New York Stock Exchange for the so-called "Africa's Amazon" ecommerce startup. Bloomberg Businessweek Editor Joel Weber and Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explain why Chevron is buying Anadarko for $33 billion. Tom Allison, Head of Strategy and M&A at ZX Ventures, talks about investing in innovative products for AB InBev. And we Drive to the Close with Alan Lancz, Research Director at LanczGlobal.com.  Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Ken Leon, Equity Analyst at CFRA, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, break down bank earnings from JP Morgan, Citi and PNC. Silvia Killingsworth, Bloomberg Businessweek Editor, discusses her magazine cover story on investment opportunities in legal cannabis. Fabrizio Campelli, Global Head of Wealth Management at Deutsche Bank, talks about creating banking products that attract millennials. Dileep Rao, Professor at Florida International, explains how entrepreneurs can create, control and retain wealth without venture capital and his book “Nothing Ventured Everything Gained.” And we Drive to the Close of the market with Brian Gildea, Global Head of Investments at Hamilton Lane.  Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ken Leon, Equity Analyst at CFRA, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, break down bank earnings from JP Morgan, Citi and PNC. Silvia Killingsworth, Bloomberg Businessweek Editor, discusses her magazine cover story on investment opportunities in legal cannabis. Fabrizio Campelli, Global Head of Wealth Management at Deutsche Bank, talks about creating banking products that attract millennials. Dileep Rao, Professor at Florida International, explains how entrepreneurs can create, control and retain wealth without venture capital and his book “Nothing Ventured Everything Gained.” And we Drive to the Close of the market with Brian Gildea, Global Head of Investments at Hamilton Lane.  Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan 

Pimm Fox is in for Carol and is joined by Marty Mosby, Director of Bank & Equity Strategies at Vining Sparks, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, for a look at bank earnings and outlook. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down the appeal by the Department of Justice of AT&T/Time Warner merger and the latest on the media M&A landscape. Tom Randall, Bloomberg News Senior Reporter, takes us on an inside look at Tesla. Jeff Thomas, VP and Head of Western Region Listings at Nasdaq, shares his outlook for IPOs, especially in the areas of enterprise software and biotech. We Drive to the Close Jim Russell Portfolio Manager at Bahl & Gaynor. And lastly we look at ‘gradual' monetary policy with Craig Torres, Bloomberg News Fed Reporter, and Danielle DiMartino Booth, CEO at Quill Intelligence.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Pimm Fox is in for Carol and is joined by Marty Mosby, Director of Bank & Equity Strategies at Vining Sparks, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, for a look at bank earnings and outlook. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down the appeal by the Department of Justice of AT&T/Time Warner merger and the latest on the media M&A landscape. Tom Randall, Bloomberg News Senior Reporter, takes us on an inside look at Tesla. Jeff Thomas, VP and Head of Western Region Listings at Nasdaq, shares his outlook for IPOs, especially in the areas of enterprise software and biotech. We Drive to the Close Jim Russell Portfolio Manager at Bahl & Gaynor. And lastly we look at ‘gradual’ monetary policy with Craig Torres, Bloomberg News Fed Reporter, and Danielle DiMartino Booth, CEO at Quill Intelligence. 

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick, Vice President of Engineering for American Water (NYSE: AWK), to discuss the nation's aging infrastructure, the opportunity for investment, and the value of public/private collaboration.                            

Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: William D Cohan Author and Bloomberg Contributor Discussing bank earnings from JPMorgan, Citi and Wells Fargo with Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst.

Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: William D Cohan Author and Bloomberg Contributor Discussing bank earnings from JPMorgan, Citi and Wells Fargo with Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jim Young sits down with Dustin Minarchick of CNB Bank, winner of the Up & Comer Award at BankOnPurpose 2017. After many years of success in a Credit Analyst role, Dustin made the jump to a Commercial/Retail Lending Officer and has thrived. In less than a year, he generated $10,563,000 in new business spread across a staggering 125 relationships. At an average of 2.5 new relationships a week, in addition to other responsibilities, Dustin has shown no signs of slowing down, making him a perfect choice for the Up & Comer Award.

Rick Rule, the worlds most respected Credit Analyst, of 'Sprott Global Resource Investments' sits down with Maurice Jackson of 'Proven and Probable' to discuss his concerns regarding the United States 1) Debt, 2) Bonds, 3) the Politician's Solution, 4) and why precious metals is the option that investors need to consider. Investors will greatly benefit from Mr. Rule's 40 years of industry insights as he conveys the challenges that are ahead for the United States and how investors can preserve the capital.