Podcasts about equity capital markets

When headlines can tilt the capital markets from one day to the next, how can issuers, corporates, sponsors and investors stay on course? In this episode of Strategic Alternatives, RBC experts analyze capital raising opportunities for 2025 amid geopolitical uncertainty. Vito Sperduto, Head of RBC Capital Markets, U.S., is joined Rob McCormack, Global Head, Dept Capital Markets; John Kolz, Global Co-Head, Equity Capital Markets; and John Cokinos, Global Head of Leveraged Finance and Capital Markets.

Episode: Building a Business And The Power Of Stories Guests: Hust Williamson, Mary Scott Jameson and Hodges Markwalter Welcome to another episode of What's Your Story where we host in depth conversations with business leaders to explore how they use storytelling to engage their audiences. Taking on the journey of entrepreneurship is not an easy feat and it's not for the faint of heart. It takes passion behind your product or service and quite a bit of gusto on how you deliver your messages to investors and potential customers. And today, we have two entrepreneurs joining us: Mary Scot Jameson and Hodges Markwalter. Here's a little about each of them: 00:01:55- MARY SCOTT JAMESON, CEO AND CO-FOUNDER OF SITANO- An Atlanta native, Mary Scott Jameson, is Sitano's co-founder and CEO/Creative Director. Mary Scott attended the University of Georgia with a B.A. in Art History and minor in Spanish. She began her career in fashion almost 10 years ago in the Neiman Marcus buying program in Dallas, TX as an assistant buyer. Since then, she has pursued various positions in HR, conference and event planning, and business development in the multi-family real estate and alternative asset management industries. She enjoys sketching, running, playing tennis, hanging with friends and interviewing female founders on her podcast, She Had A Vision. She resides in New York with her husband, Walter.  ·       https://www.shopsitano.com/ ·       Instagram: @sitano_official ·       maryscott@shopsitano.com 00:06:27-HODGES MARLKWATER, CRO AND CO-FOUNDER OF VIVA FINANCE- Hodges Markwalter is the Co-Founder and Chief Revenue Office of Atlanta-based VIVA Finance, a fintech upstart that provides working Americans access to fair and affordable credit. His responsibilities include overseeing VIVA's growth initiatives, including digital marketing, partnerships, and revenue operations. Hodges also assists with operations and personnel matters at VIVA. Prior to co-founding VIVA, Hodges worked at Truist Securities as an analyst in their Equity Capital Markets group. Under Hodges and his brother Jack's leadership, VIVA has originated over $180,000,000 in consumer loans and improved the financial health of 30,000+ customers. Hodges earned a BA in Finance from the University of Notre Dame, graduating with Cum Laude honors. ·       https://www.viva-finance.com/ ·       https://www.linkedin.com/company/viva-finance/ ·       https://www.linkedin.com/in/hodges-markwalter-b46421102/   LAUNCHING A COMPANY: 00:11:50- How do you get your first audience for your business? How do you get started into changing it from an idea to a business? 00:15:00- Mary Scott takes us down a different path from VIVA Finance. GET BUY IN: 00:17:30- Fundraising with investors and getting buy in into the next phase. 00:18:29- Mary Scott describes her story of finding different spaces to include her brand and her product. 00:19:49- Hodges talks about the early days of pounding the pavement and tells us how he created his pitch. FEEDBACK AND BUILDING A BRAND: 00:21:47- When a company's story or brand is really compelling, when thinking about your company what was the feedback that was helpful in the early stages when building your story? 00:22:33- Hodges talks about being nimble. 00:24:00- Mary Scott shares the feedback she received in the early stages of building her company and the feedback she continues to receive. INVESTORS: 00:25:52- What does it take to get an investor to back you? One key takeaway. STORIES: 00:28:12- Stories shared by Mary Scott and Hodges about the early days of launching their businesses. ·       Mary Scott shares a story about when losing sleep became a best seller and solidified her commitment to her company. ·       Hodges tells us a story about how doing something so small was the make or break moment of his company's success.

Merry Christmas, happy holidays & welcome back to the podcast.This episode we are joined by Mr. Mark Mulroney - Vice Chair, Global Banking and Markets at Scotiabank - a TSX & NYSE listed financial institution with a market cap of ~$100 billion & ~$70 billion respectively.Mark Mulroney joined Scotiabank in 2018 and has served as Head of Financial Institutions and Sponsors within Corporate and Investment Banking. Mark Mulroney was appointed to his current role as Vice Chair, Global Banking and Markets in October 2024 where he is focused on strategic relationships and advancing synergies within Global Banking and Markets as well as the broader Bank.Prior to joining Scotiabank, Mark served as Co-Head of Equity Trading and Head of Equity Capital Markets with National Bank Financial Markets. He began his career in 2001 at Goldman Sachs & Co. in New York City. In 2005, Mark moved to Toronto with RBC Capital Markets and was promoted to Head of Equity Trading in 2007, relocating to London (UK). In 2009, he returned to Canada as Co-Head of Equity Agency Trading in Toronto.An active community volunteer, Mark is involved in a variety of fundraising efforts and also serves on a number of not-for-profit boards including The BlackNorth Initiative, Co-Chairs the Boost (CYAC) Fundraising Advisory Board and is Chair of the Brian Mulroney Institute of Government Advisory Board, at St Francis Xavier (Antigonish, Nova Scotia).Mark holds an undergraduate degree from Duke University (2001).Among other things we disused The Art of Listening, Family Lessons & Opportunities in Capital Markets.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsRARE Oilfield ServicesCanadian Gas AssociationSupport the show

Join us for this can't miss episode of Travillian Next with Scott Studwell, Stephens' Head of U.S. Depositories and Co-Head of Equity Capital Markets, and Frank Sorrentino, Managing Director at Stephens, as they join our own Michael Perito, Travillian's Head of Bank Strategy, to discuss what the current outlook for bank M&A and capital issuing looks like post election. The political red wave that took over Washington D.C. over the past week leaves bank investors clearly optimistic about the outlook for the banking industry, although what does this mean for bank M&A and capital raising efforts, which have been at historic lows for about two years at this point. Key Points Covered: What drove the slight up-tick in M&A and capital raising efforts in the 2-3 months leading up to the election; and what has investor feedback been. How has the M&A pipeline and conversations shifted post the election outcome for bank executives? Are bank IPO's finally coming back, and what does that mean for less liquid, smaller community banks. Investor positioning in bank stocks after the recent rally – are we still underweight? Biggest surprise on the horizon for banks in 2025; because nobody ever gets its 100% right.

Show Notes: Raymond Lei Yin moved to New York after graduating and has worked at Goldman Sachs for over 20 years, primarily in Hong Kong and Shanghai, China. He worked in China with a private fund for three and a half years and for UBS Asset Management as the Head of Asia Pacific and Head of China for the past 6 years. Now retired from UBS Asset Management, Raymond  is currently traveling around the world, visiting his parents and enjoying the outdoors. He is also looking for opportunities to get involved with communities, businesses or organizations where he can contribute his expertise. Capital Markets War Stories  Raymond shares many war stories from his time in Hong Kong, China, and the capital markets during the financial crisis. He started at Goldman Sachs in New York and eventually moved to Asia. He was a program analyst in 1992 and supported the international trading desk at Goldman. This experience was interesting, as the traders he worked with at the time were hires from Salomon Brothers and Credit Suisse First Boston (CSFB). He likens this time to working in a jungle where his goal was to survive each day.  Raymond's journey has been filled with challenges and opportunities, but he is now focused on pursuing his passion for learning (especially in AI) and helping other businesses to grow. Working in Equity Capital MarketsRaymond began his career in Hong Kong after realizing that the core part of Goldman's business was financial advisory and trading. He decided to look for a job outside Goldman and was about to resign when he was offered a position by a senior MD looking for a Chinese speaking analyst based in Hong Kong. He flew to London for interviews and was hired to work in equity capital markets, which he knew little about. Equity capital markets is an interesting area that straddles between investment banking and equity sales and trading. Raymond was trained by Eric Dobkin, the man who  introduced the concept of the Equity Capital Markets (ECM), which orchestrated IPOs and worked with both issuers and investors to set the price. During the Red Chip Boom in 1993, there was a huge demand for Chinese speaking bankers in Hong Kong, as there were not many Chinese bankers at that time. As the first full-time equity capital markets person based in Hong Kong, Raymond worked tirelessly to keep up with the pace of IPOs. Lesson Learned from the MarketOne lesson that Raymond learned during this time was that the market can be irrational. During the Red Chip Boom, Chinese IPOs were richly valued, due to scarcity of Chinese papers and the high demand for Chinese investments. However, since then, the market has seen several cycles of price fluctuations. To make money in the equity market, he believes that one must be a contrarian, have a long sustained power, and be liquid. In the early 90s, Hong Kong had an open market with many foreign capitals and traditional institutions representing their firms in London or New York. Goldman helped Chinese companies raise money in international capital markets through IPOs, global deposit receipts (GDRs), and convertible bonds (CBs). The Chinese government was involved in these deals, as they were selling their best assets to global investors in exchange for professional management and market discipline. The first deal was with Tsingtao Breweries, a famous beer company, and later with Shanghai Petrochemical and China Mobile and PetroChina. These companies were majority-held by the Chinese government, and Goldman had an edge in winning these deals. Goldman also worked on Korean companies like POSCO Steel and Samsung Electronics, as well as Thai and Indonesian companies. The Asian Financial Crisis The Asian financial crisis occurred in 1997, when the devaluation of the Thai Bhat and Indonesian Rupiah led to a massive attack in Hong Kong markets. For a few days, the entire HK equity market was dominated by one buyer, the Hong Kong government.  Raymond saw the government's bid for 100 million shares of Hong Kong telecom got hit within 2 seconds. This could mark the end of capital markets in Hong Kong, as the government was buying the significant part of HK equity market.  However, in hindsight this was the single best time to buy Hong Kong equities, as the Hong Kong government made a lot of money that day. In subsequent years, Goldman helped the Hong Kong government sell these stocks at a profit, returning the market to private investors.  One company Raymond worked with was PetroChina where Goldman took the company public and Raymond helped to introduce the team management to global investors. It was during the dotcom bubble era, there was ver little investor appetite for oil stocks.  Eventually, the IPO was done as a discount valuation.  Investors who bought at PetroChina IPO all made money if they hold on to their shares. From Goldman to Private Funds to UBS Asset ManagementRaymond's next move was to the buy side - a China based  private fund.  He spent three and a half years traveling between Shanghai and Hong Kong to help them set up their international operation, hire people, lease office space, get the Type 9 license, and set up their Hong Kong office. He later joined UBS Asset Management first as Head of China then later as Head of Asia Pacific.  He worked at UBS Asset Management for the past 6 years.   Influential Harvard Professors and CoursesRaymond shares that his Art History course at Harvard was one of the most useful, as it allowed him to appreciate artwork and visit museums worldwide. He also enjoyed the core course Cultural Revolution taught by Professor Roderick MacFarquar, which was not offered in China. Timestamps: 04:15: Early Career at Goldman Sachs  09:51: Experience in Hong Kong and Equity Capital Markets  14:46: The Asian Financial Crisis and Market Lessons 26:31: Building Sales and Trading Operations in China  28:44: Transition to the Buy Side and Final Steps at Goldman  31:11: Personal Life and Interests  38:19: Reflections on Harvard and Career Advice  Links: LinkedIn: https://www.linkedin.com/in/raymond-yin-cfa-613a017a/ Email: yinraymond@yahood.com Featured Non-profit: This week's featured non-profit is Alex's Lemonade Stand, recommended by Catherine Marcus Rose who reports: Hi. I'm Catherine Marcus Rose, class of 1992 the featured nonprofit of this episode of The 92 report is Alex's Lemonade Stand, foundation for Children's Cancer. Alex's Lemonade Stand focuses on impacting lives of children with cancer through fundraising for critical research and awareness raising support for families and children with cancer. I love the work of this organization and have been a regular donor for a few years. When our youngest son, age 21 was diagnosed with Ewing sarcoma last December, this organization became even more important to us. Only four cents of every dollar spent on cancer research at the NCI goes to research in pediatric cancers. So the work of this organization has taken on extra meaning for us. You can learn more about their work at Alex's lemonade.org, a l e x, s, L E, M o, n, a, de.org and now here is Will Bachman with this week's episode. To learn more about their work visit: https://www.alexslemonade.org/  

In this episode, John Zimmerman and Nadine Yang from our Equity Capital Markets team discuss the dramatic start to August across the global markets. They dive into key trends in the tech sector including AI's continued influence, robust private capital markets, IPO activity and more.​ This episode was recorded on Aug 19, 2024. ​ This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​ © 2024 JPMorgan Chase & Company. All rights reserved. 

Corinne Bortniker is a Director at Cohen Circle where she supports SPAC deal execution and venture capital investments. Previously, Corinne was a Vice President at Wells Fargo Securities, focused on Technology, Media, and Telecom Equity Capital Markets. She has extensive experience executing equity capital markets transactions, raising proceeds for public and private companies. Prior to Wells Fargo Securities, she was an Equity Capital Markets analyst at Cowen Inc. Corinne holds a B.A. in Business and Psychology from Brandeis University.

Corinne Bortniker is a Director at Cohen Circle where she supports SPAC deal execution and venture capital investments. Previously, Corinne was a Vice President at Wells Fargo Securities, focused on Technology, Media, and Telecom Equity Capital Markets. She has extensive experience executing equity capital markets transactions, raising proceeds for public and private companies. Prior to Wells Fargo Securities, she was an Equity Capital Markets analyst at Cowen Inc. Corinne holds a B.A. in Business and Psychology from Brandeis University.

  With a wealth of experience in various industries, Dan McClory of Boustead Securities shares invaluable insights on the key factors that drive success. From the importance of people and leadership to the power of adaptability, this episode offers a wealth of knowledge for individuals seeking to achieve their goals. Daniel McClory is the Chief Executive Officer and Chairman of Boustead & Company Limited, a non-bank financial institution, since July 2016. He also holds positions at its subsidiary, Boustead Securities, LLC, where he serves as the Managing Director, Head of Equity Capital Markets, and Head of China. Prior to joining Boustead, Daniel held Managing Director positions at Bonwick Capital Partners, LLC, Burnham Securities Inc., and Hunter Wise Financial Group, LLC. Throughout his career, McClory's teams have achieved impressive rankings in placement agent league tables, won prestigious awards such as "Deal of the Year" at the M&A Advisor Awards, and successfully completed IPOs and transactions for clients listed on various stock exchanges worldwide. In addition to his financial career, Daniel serves on the boards of the USA Track & Field Foundation, the Eastern Michigan University Champions Advisory Board, and the Alder Foundation, where he made history by listing the first-ever foreign-funded, venture philanthropy-backed IPO on Bovespa's Social Stock Exchange in Brazil. Dan McClory emphasizes the significance of people, leadership, and culture in driving success. He believes that success is not solely dependent on individual achievements but rather on the collective efforts of a team. By fostering a positive and inclusive culture, leaders can inspire their team members to perform at their best. Dan highlights the importance of effective communication, empathy, and continuous learning in building strong relationships and creating a supportive work environment. He also emphasizes the value of humility, recognizing that true leaders are those who empower others to succeed. One of the key takeaways from the episode is the balance between calculated risk-taking and trusting one's instincts. Dan shares his perspective on the qualities of perseverance and adaptability, which are essential in navigating challenges. Drawing parallels between athletics and business practices, he emphasizes the value of consistency, routine, and positive self-talk. Just as athletes train their bodies and minds to overcome obstacles, business professionals can develop discipline, habit, and self-confidence to tackle challenges head-on. Dan's insights remind us that success often requires stepping out of our comfort zones and embracing change. Throughout the episode, Dan McClory shares his experiences in sports management and multi-club ownership, highlighting the significance of effective communication and strategic decision-making. He emphasizes the importance of setting clear goals and reinventing oneself to adapt to changing circumstances. Dan's career journey serves as a testament to the power of adaptability and resilience. He encourages listeners to define their own goals and pursue personal and professional fulfillment. By continuously learning, staying open to new opportunities, and maintaining a clear vision, individuals can achieve long-term success. The episode with Dan McClory on the Circuit of Success podcast offers a wealth of insights into the factors that drive success. From the importance of people, leadership, and culture to the power of adaptability and resilience, Dan's experiences and perspectives provide valuable guidance for individuals seeking to achieve their goals. Listeners are reminded of the significance of effective communication, continuous learning, and setting clear goals. By embracing change, trusting their instincts, and fostering a positive work environment, individuals can navigate challenges and achieve long-term success.

John Kolz, Global Co-Head, Equity Capital Markets, Paul Betts, Managing Director, M&A, Europe and Beatrix Pratte-Ness, Associate, M&A, Europe, explore key themes shaping private placement transactions across Europe, and the interplay between private and public markets and M&A activity.

Gray Webb is co-founder and CTO at Liquibit Capital, and we kick things off with a look at what's happened with BTC since the latest bitcoin halving.  Gray and I then riff on the evolution of bitcoin into a long-term holding with huge opportunities for financial innovation.  We also look at the mainstreaming of stablecoins as the killer app for crypto and how stablecoins have only scratched the surface by nudging past Visa in quarterly settlement volume. Gray Webb is an entrepreneur and technology professional specializing in Digital Asset & Equity Capital Markets. With over 20 years of experience, he has expertise in high-frequency trading, risk management, and post-trade systems. He is currently the Co-Founder and CTO of Liquibit Capital, an algorithmic-driven trading and asset management company. Gray is also involved in mentoring, teaching, and startup mentoring in the blockchain and Web3 space, and is one of the fantastic mentors for founders in the Techstars Web3 accelerator program. He has a strong background in product management and technology delivery, having worked with companies like Digital Asset and JPMorgan.  Liquibit Capital⁠ is a best-in-class investment management firm focused on producing consistent and uncorrelated returns in the emerging digital asset class. You can also listen to more of Gray's backstory and that of his Liquibit co-founder Joseph Chang in episode 138 from 2021.  STORIES COVERED: BTC as a long-term holding Hong Kong's six spot bitcoin, ether ETFs see $11 million in volume on first trading day (The Block, 30-Apr-24) Blockworks' BTC ETF Tracker Stablecoins mainstreaming PV01 Issues First Digital Bond to Blue-Chip Stablecoin Investors (PRNewswire, 16-Apr-24) Tether, USDC and DAI transaction volume surpasses Visa's 2023 monthly average: Nansen (The Block, 29-Apr-24) Stripe Brings Back Crypto Payments Via USDC Stablecoin (Yahoo Finance, 25-Apr-24) Making sense of stablecoins (Visa, 25-Apr-24) LINKS: Learn more about Liquibit Capital:  https://liquibit.io/ Connect with Gray Webb on socials: -LinkedIn:  https://www.linkedin.com/in/graywebb/ -X(Twitter):  https://twitter.com/cryptopacific Leave a review and subscribe on  -Apple Podcasts:  https://podcasts.apple.com/us/podcast/id1455819294 -Spotify: https://open.spotify.com/show/4F8uOLxiscYVWVGEfNxTnd -Youtube:  https://www.youtube.com/channel/UCvaaHrJjizUEd0-93mjCKsQ MoneyNeverSleeps newsletter on Substack: https://moneyneversleeps.substack.com/ MoneyNeverSleeps website:  https://www.moneyneversleeps.ie/ Email us at info@norioventures.com Follow on X(Twitter):  -Pete Townsend: https://twitter.com/petetownsendnv -MoneyNeverSleeps: https://twitter.com/MNSshow   Follow on LinkedIn: -Pete Townsend: https://www.linkedin.com/in/pete-townsend-1b18301a/ -MoneyNeverSleeps: https://www.linkedin.com/company/28661903/admin/feed/posts/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/moneyneversleeps/message

In this episode, we chat with Guy Winter, who is an Energy and Natural Resources Partner at Fasken, who are a leading international law firm providing practical and innovative legal services to solve the most complex business and litigation challenges faced by organisations in various industries including in the mining and resources industry. Guy's background is in M&A, Equity Capital Markets, Private Equity, Venture Capital, and Restructures, and advises clients across the entire battery minerals value chain. Today he talks about why the Mining Majors haven't done more deals in the critical minerals sector and what the deal landscape currently looks like in terms of asset classes and transacting parties. KEY TAKEAWAYS Mining majors have been hesitant to invest in critical minerals like lithium, nickel, and cobalt due to market volatility and lack of transparency in the battery minerals market. Non-traditional players such as Middle Eastern sovereign wealth funds, government-backed entities, and automotive manufacturers are increasingly investing in critical mineral projects. Governments are starting to understand the complexity of the mining industry, especially in critical minerals, and are developing strategies to support access to these materials. Differential pricing for ESG-compliant minerals is on the horizon, potentially creating a new funding market for projects that meet environmental, social, and governance standards. While stability is being reached in certain critical minerals like lithium and nickel, the future outlook for the remainder of 2024 remains uncertain, with bullish sentiments for copper and potential deficits in nickel by 2028. BEST MOMENTS "The collapse of the LME nickel market in 2022 caused seismic shocks throughout the market, undermining confidence and reducing majors' appetite for critical minerals investments." "The US Inflation Reduction Act has pumped liquidity into the energy transition, creating a funding gap between the US and other Western countries in the critical mineral space." "The US has surged ahead in critical minerals investment, while the EU is lagging behind. The UK is focusing on refining, processing, and recycling to play a role in the critical minerals supply chain." "Will the two-tier pricing for green and regular minerals create a new funding market for ESG-compliant mining projects?" VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org LinkedIn: https://www.linkedin.com/in/guy-winter-86376112/ Website: https://www.fasken.com/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

After the tech IPO drought of 2023, what is the state of the market this year? Do software and AI companies have a path to go public? Jesse Chasse, MD and Head of Technology, Equity Capital Markets at RBC, joins Dan Nathan on the Okay, Computer podcast to analyze the prospects for a market revival.

En la primera hora de Capital Intereconomía miramos a la actualidad económica y de los mercados. Lo hacemos en el primer análisis de la mañana con Alejandro Muñoz, Socio fundador de Equam Capital . La Puntilla con Gabriel Nieto de Porres, Responsable de Equity Capital Markets de PKF Attest. Y repasamos las principales portadas de la prensa económica, nacional e internacional para contar sus titulares.

What is Project Finance?  In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Banking.  We explain what project finance is and why it's used, how it differs from the types of financing that traditional companies do, who uses project financing, who invests in project financing and more. We explore what the career path can look like from sell side Project Finance within the Investment Banking or Capital Markets division of a bank to energy and infrastructure investing at a buy side Private Equity firm.  This episode is also an incredible deep dive into the role of relationships and mentors within the industry.  You'll hear the crazy story of how Rahul and David moved heaven and earth to bring Julie with them when they moved from Morgan Stanley to Carlyle Group, one of the world's most prestigious Private Equity megafunds. Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on healthcare services investments. Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division. Rahul graduated with a Bachelor's in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon UniversityJulie Kim is Partner at 1585 Healthcare. Formerly, Julie was a  Principal at The Carlyle Group, where she played the dual role of being on the investment side as well as the Chief Operating Officer of funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley. Julie graduated with a BS in Math and Finance from MIT. David Albert is Partner at 1585 Healthcare. Formerly, David was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, David was the Head of Tax Equity and Project & Structured Finance at Morgan Stanley.  Earlier in his career, he worked at Morgan Stanley in the M&A group and Princes Gate Investors, a private equity fund within Morgan Stanley.  He started his career at Salomon Brothers. David graduated with a BS in Economics from Wharton and an MBA, also from Wharton.Grab your free Financial Modeling Template and Solution Here!https://the-wall-street-skinny.ck.page/d8e9f9acddDownload Keyficient at https://www.keyficient.co/and use the code “thewallstreetskinny” for a 10% discount!”Support the showFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

Today as a followup to last week's episode where we sat down with two doctors, we are chatting with two investors in the Healthcare Private Equity space, not only talking about that segment of the investment community but also answering the mountain of questions we've gotten from listeners who ARE doctors and want to pivot into the world of finance but don't know how.  Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on investing in businesses that facilitate the delivery of quality healthcare to older adults and other vulnerable populations.Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division.Rahul graduated with a Bachelor's in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon UniversityJulie Yoon is Partner at 1585 Healthcare.Formerly, Julie was a  Managing Director at The Carlyle Group, where she focused on funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley.Julie graduated from MIT. Grab your free Financial Modeling Template and Solution Here!https://the-wall-street-skinny.ck.page/d8e9f9acddDownload Keyficient at https://www.keyficient.co/and use the code “thewallstreetskinny” for a 10% discount!”Support the showFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

Singapore shares climbed at the market open today, tracking overnight gains on Wall Street. In early trade, the Straits Times Index (STI) rose 0.5 per cent to reach 3,158.38 points after 48.1 million securities changed hands in the broader market. In terms of companies to watch today, we have DBS. The bank said it will merge its equity capital markets, brokerage DBS Vickers and DBS Digital Exchange with its treasury markets business from March.  Elsewhere from Meta announcing its first dividend to China's central bank adding 150 billion yuan in cheap housing funds, more international headlines are in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Sunny Soh, Lead Technical Analyst (Capital Markets & Investor Education), SIAS.See omnystudio.com/listener for privacy information.

In 2022 and 2023, US IPOs hit decade lows after the record high of 2021. Now, in 2024, will the IPO window reopen?In this episode, we revisit a conversation with Jeff Jordan, former CEO of OpenTable, and J.D. Moriarty, the former Head Managing Director and Head of Equity Capital Markets at Bank of America Merrill Lynch.Joined by Sonal Choksi, the pair takes you behind the scenes to unravel the complexities surrounding IPOs, including pricing, allocations, and the elusive "pop." They also discuss OpenTable's IPO, which occurred immediately following the worst financial crisis since the Great Depression, and weigh in on the question: Can you time an IPO in an unpredictable year? Resources:Find Jeff on Twitter: https://twitter.com/jeff_jordanFind J.D on LinkedIn: https://www.linkedin.com/in/jdmoriartyFind Sonal on Twitter: https://twitter.com/smc90 Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jason Landau - Managing Director, Portfolio Manager and Head of Investment Team at Waratah Capital Advisors. - an alternative asset management firm, that has grown $35m to over $4 Billion under management since inception in 2010. Jason joined Waratah Capital Advisors in 2010, and is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X.  Prior to Waratah, Jason worked at TD Securities as an Associate in Investment Banking and Equity Capital Markets. During his time at TD, Jason was involved in domestic mergers and acquisitions, as well as the structuring and pricing of equity securities, convertible debentures, and preferred shares. Jason received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.Among other things, we discussed the how Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comIn partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is now offering FREE shipping on European factory performance ski gear.By passing brick and mortar savings to customers, Headracingcanada.com offers the lowest pricing available in Canada. Check out  Headracingcanada.com for more info & get your new ski gear for the season. Support the show

In this year-end episode, host Kathleen Darling leads a roundtable discussion with Kevin Foley, Global Head of Debt Capital Markets, and Achintya Mangla, Global Head of Equity Capital Markets. Dive into the forces that have shaped capital markets in 2023 and the factors driving a resilient economy to date. Explore the challenges and opportunities that lie ahead in 2024, from broad themes such as geopolitics and potential rate cuts to market specifics including IPO pipelines, M&A activity and more.    This episode was recorded on December 11, 2023. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.

In today's episode we use WeWork as a case study to break down SPACs, for a deeper dive into the IPO process, the bankruptcy and we explore how the world's most sophisticated venture capital and private equity investors came up with a $47bn valuation for a company when the math didn't justify it at all….In order to keep it interesting we discuss the  beginning of the WeWork story through the lens of "We Crashed",  the Apple TV miniseries about WeWork.starring Jared Leto and Anne Hathaway.The Apple TV Series: WeCrashedThe Failed IPO:1. Scott Galloway Blogs (No Mercy No Malice)https://www.profgalloway.com/wewtf/https://www.profgalloway.com/wewtf-part-deux/2. Aswath Damodaran DCF (Musings on the Market)https://aswathdamodaran.blogspot.com/2019/09/runaway-story-or-meltdown-in-motion.html3. WSJ Article Sept 2019https://www.wsj.com/articles/this-is-not-the-way-everybody-behaves-how-adam-neumanns-over-the-top-style-built-wework-11568823827SPAC1. BowX Acquisition Corp S-1https://www.sec.gov/Archives/edgar/data/1813756/000121390020020580/f424b40720_bowxacq.htm2. WeWork SPAC Marketing Documentshttps://www.wework.com/ideas/wp-content/uploads/sites/4/2021/03/WeWork-Management-Presentation-March-2021-vF-1.pdfFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

It's a huge treat to get the behind-the-scenes stories of the crucial transitions and incredible growth of some of the most iconic companies in the world. And that's why our guest today needed a two-part episode.Last week we shared the first half of my conversation with Ed Garden, Founder of Trian Fund Management and most recently, Garden Investments. Ed was Chief Investment Officer at Trian until May of 2023, and oversaw the company's portfolio management, idea generation, and due diligence activities. He presently serves as a senior advisor.Ed has extensive experience engaging with public company management teams and boards and currently serves on the board of General Electric. He previously served on the boards of Bank of New York Mellon, Family Dollar Stores, Invesco Janice Henderson Group, Pentair, The Wendy's Company and Triarc Companies earlier in his career. Ed worked at Credit Suisse First Boston as an investment banker and BT Alex Brown, where he was co-head of Equity Capital Markets. Ed has a BA in Economics from Harvard. In Part One of our interview, Ed told us how he broke into the investment world, and also shared Trian's origin story. In Part Two, we dive into Garden Investments, as well as Ed's work on various boards, including how he overcame some major challenges at General Electric. Highlights: Ed's approach to first investments (2:25) Reinventing businesses, and Ed's experience on boards, specifically General Electric (5:18) Lessons Ed learned from fellow board members (10:15) How Ed approaches executive compensation as a board member (14:12) Ed's input on the current market and macro environment (16:29) Garden Investments' outlook and mission (18:46) Investors that inspired and mentored Ed (21:30) Garden Investments' values (22:46) Links:Trian Fund Management on LinkedInTrian Fund Management WebsiteTSG on LinkedInTSG WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Today we're celebrating a big milestone for the show: It's our 100th episode of Welcome to the Arena and we're marking that huge achievement with a 2-part interview with an influential player in the investment world. Our guest today has had an incredible career and our conversation was packed with inspiring stories and insightful advice.We're sitting down for part one of our interview with Ed Garden, Founder and CEO of Garden Investments. Prior to starting Garden Investments, Ed founded Trian Fund Management in 2005 with Nelson Peltz and Peter May. He was Chief Investment Officer at Trian until May of 2023, and presently serves as a senior advisor.As Chief Investment Officer, Ed oversaw Trian's portfolio management, idea generation, and due diligence activities. He has extensive experience engaging with public company management teams and boards and currently serves on the board of General Electric. He previously served on the boards of Bank of New York Mellon, Family Dollar Stores, Invesco Janice Henderson Group, Pentair, The Wendy's Company and Triarc Companies earlier in his career. Ed worked at Credit Suisse First Boston as an investment banker and BT Alex Brown, where he was co-head of Equity Capital Markets. Ed has a BA in Economics from Harvard. Highlights: Ed's upbringing and the role of academia and education (3:17) Getting into the job market, and Ed's first position in investment banking (6:18) How Ed's work in banking influenced his path to starting an activist firm (10:20) Early challenges Ed and his team faced when founding Trian (12:30) The investment approach and strategy taken at Trian (16:05) What made Trian's investment approach unique (17:28) The relationship between capital allocation and capital governance in investing (22:36) What CEOs don't understand about their company's value in the stock market (23:53) How Ed "de-conglomerated" some companies (25:24) What makes investment partnerships difficult in activist investing (28:44) Links:Trian Fund Management on LinkedInTrian Fund Management WebsiteTSG on LinkedInTSG WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Whether you are an investment banker working with the hottest new tech start up to take it public, working in private equity and 'exiting' an investment, OR you're considering a role in a startup with the goal of one day hitting it big, you must understand the critical function of IPOs in the lifecycle of a company.  In today's episode we use two companies that exemplify the classic 'sponsor backed IPO;, Birkenstock, and a more 'techy' IPO, Instacart, to answer the questions:- HOW and WHY would a company go public?- What is the role of an investment banker in the process?- What are the fees?- What is the difference between primary vs. secondary shares?- What is the difference between valuation and pricing?- What is the purpose of the IPO discount?- What is a greenshoe and why is it used? And much much more!Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

The FinTech Report Podcast: Episode 42: Max Cunningham, CEO, FCX FCX describes itself as “A new era for private markets. FCX helps companies better manage their investors and securities.”FCX was conceived and built for the private investment sector with the simple goal to replicate the listed market ‘user experience' for unlisted assets. As a result, we are Australia's first universal equity management platform built specifically for private companies. FCX enables unlisted companies to manage their cap table, employee equity, capital raising process, shareholder liquidity and much more via a consolidated platform.FCX utilises class-leading Distributed Ledger Technology (DLT) infrastructure and couples our deep capital markets experience to automate and streamline the many arduous and time consuming administration tasks associated with managing a company's investors and securities.Max Cunninghan is the CEO of FCX; his background includes Group Executive for Listings at the ASX, Head of Equity Capital Markets at Goldman Sachs, and over a decade at Macquarie Bank.In this episode, we discuss:1.     Why FCX? What problem does it solve for?2.     What does the name ‘FCX' mean – is it a play on ASX?3.     Why do secondary equity markets need to exist? 4.     How does FCX work? Matched trades? (also legal angle, regulation, liquidity, disputes)5.     Traction; typical clients? – can you discuss case studies? Success stories? How much do people raise?6.     Benefits of FCX for equity owners and founders, staff etc7.     What resources do FCX listed companies need? Audited accounts, company secretary?8.     Growth of the FCX team, backing from Finclear9.     How does FCX earn money? Annual Fees. Listing fees etc10.  Do you de-list? How do you control the bad actors/bad players?11.  Is FCX an on ramp for ASX?12.  Future vision, plans etc FinTechs interested in options for share registry, capital raisings etc: please contact Max on max@fcx.com.au 

In the developing post-pandemic landscape, the discussion of a possible recession has been the latest ongoing hot topic, leaving businesses in a difficult position for decision-making. Today's guest is sharing his expansive career knowledge to inform businesses about the reality of the current market. We're sitting down with my only two-time guest, Gregg Nabhan. If you tuned in to the first episode with Gregg, you'll remember that he's Chairman of America's Equity Capital Markets for Bank of America, as well as Managing Director of the Consumer and Retail Team.Gregg is responsible for the origination, IPO valuation, structuring, book-building, price discovery, allocation trading, and aftermarket performance of the equity transactions. He has 35-plus years of experience on Wall Street, and during the last 20 of those years, Gregg has led over 400 transactions raising over 265 billion dollars for companies around the world including 115 IPOs.Prior to joining B of A in June of 2008, Gregg worked at Morgan Stanley for 13 years where he was an MD in their equity capital markets group. On this week's episode, we talked about the reality of the current economic market. Highlights: A brief overview of the current economic market (2:44) How Gregg sees the current economic landscape, and its rate of potential risk (3:40) Gregg breaks down how to understand the perspective of market fluctuation and trends (5:02) Current events affecting the economy, and economist predictions (7:16) Understanding the context of the current IPO market (8:38) Areas of focus for management teams maneuvering the economic climate (10:24) Industries of focus for investors looking to put their money to work (12:42) Analyzing past IPO market trends and predicting the potential future of the space (13:53) What made an investment like Kenvue so successful for investors? (15:37) Insight on dividends and buybacks (17:55) Techniques that issuers are using to navigate the current market (18:55) Adjusting focus from daily changes to long-term planning (21:55) Gregg's biggest piece of advice to listeners and investors (23:34) Links:ICR TwitterICR LinkedInICR WebsiteGregg's first WTTA episodeBank of America on LinkedInBank of America WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

EQT, based in Sweden, is one of the world's largest private equity firms, and an active IPO sponsor, particularly in Europe - where they have listed companies such as Autostore, Suse, Azelis over the last few years - as well as their own management company in 2019. Magnus Tornling is Global Head of Equity Capital Markets at EQT, and has been responsible for all their IPO processes. With Magnus, we discuss the timeline and considerations EQT applies when considering an IPO, management incentives and retention after the IPO and the importance of preparing a company's sustainability strategy early ahead of the IPO. Magnus also shares his views on European listings versus US, and how to make an IPO a success for all parties involved. If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com  Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a sollicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purposes only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.

You are going to get a tremendous benefit from this conversation I had with Alex Budney, who shares how to start off in real estate investing and ultimately build your own platform. Alex is the founder of Ennismore, a real estate investment, management and consulting firm. Since its beginning, Ennismore has advised on or sponsored more than $2.1 billion of active real estate projects. In addition to implementing Ennismore's principal investment strategy, Alex counsels various real estate owners and financial institutions on their real estate investments and strategy. A key component of his tremendous track record stems from conviction, as he bought into the market in 2020, shortly after the onset of Covid and at a time when most were on the sidelines. Alex spotted an opportunity and purchased a property that was almost entirely vacant! In this episode, Alex shares his journey into real estate and offers tips for those who want to develop their own area of expertise. He grew up on New York City's East Side and became intrigued by buildings at an early age, including how they were constructed and their history. He studied floor plans as a young teen and thought about what it would be like to live in an apartment or co-op. After graduating with a degree in Business and Economics from Lehigh University, Alex went to work for his father, who had a construction company that served developers, including large multifamily builders. The way deals were put together fascinated him. During this time, Alex spotted a piece of land and put together an idea for it, which he presented to a developer. The pitch opened doors for him, and he landed a job at Related Capital Company, which gave him a chance to learn about the financials of the business. He later shifted to Tishman Speyer, where he showed up early for work every day and got to know his boss. The extra effort paid off, and during his time with the company Alex worked in the London and New York offices as Director in the Acquisitions & Development and Equity Capital Markets groups. The experiences gave Alex insight into various aspects of real estate, including international approaches and development. He eventually branched into his own space and discovered a niche he could fill, which consists of offering advice to owners and financial institutions with real estate interests. Reflecting on his career, Alex credits his success to listening to others, being eager to learn, and moving forward with opportunities. You can connect with Alex on LinkedIn and at his website, Ennismore, LLC.   And I'm always happy to connect with listeners—you can find me online at: My website: JamesNelson.com  LinkedIn | Instagram | Twitter: JamesNelsonNYC  My Real Estate Weekly articles: REW-online.com/author/jamesnelson My Forbes.com articles: Forbes.com/sites/jamesnelson

Why is there so little innovation in the IPO process? How has the investor landscape changed over the last decades, and how can companies get institutional investors engaged in their IPOs? Craig Coben was until recently Bank of America's Global Head of Equity Capital Markets, and for many years the bank's Head of EMEA Equity Capital Markets. We draw on his 30 years' experience advising companies on their IPOs, follow-on offerings and rights issues, to try to find some avenues to reform the IPO process. Having a well-functioning IPO market allowing companies to raise capital is important to support economic growth. With Craig, we take a step back to understand the real challenges facing European IPOs lately, and why there has been so little innovation to the IPO product over the last decades. Craig has written several interesting columns in the FT on the topic: Diagnosing London's listing miasma How should we regulate ESG research? Why Silicon Valley has failed (so far) to disrupt the IPO process If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.

Annika Sigfrid has been at the center of more IPOs than most of us will ever be. She has 25 years' experience in Equity Capital Markets transactions. In her last role she was Global Head of ECM at Nordea, a leading Nordic investment bank. She is now an independent adviser and board member, working with companies on their governance and preparation of their IPOs. With Annika we go deeper into the topic of IPOs of family-owned companies, which take a significant step as they decide to become listed, with the greater exposure that this entails. We also discuss the transparency and govnernance requirements of being a listed company. If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com  Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a sollicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purposes only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.

A discussion on the biggest challenges facing the senior living market sector and 2023 deal projections with Aron Will, Vice Chairman and Co-Head of National Senior Housing at CBRE Capital Markets.Sponsored by Accushield, Enquire, Connected Living, Hamilton CapTel, Referah, Service Master, Patriot Angels, Peak Senior Living, Solinity, and The Bridge Group Construction.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition.   Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.Produced by Solinity Marketing.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-five, which is with the hugely talented James Deal, the co-Founder and Head of UK of the awarding winning FCA-regulated online platform PrimaryBid. James attained his Business Economics BA Honours Degree at Durham University. During his degree he was very fortunate to have spent a placement with Hoare Govett's Bank in Hong Kong. Before joining PrimaryBid, he spent 14 years in UK Equities and Investment Banking at JP Morgan Cazenove in London (Canary Wharf). He had 10 years as Head of UK Small/Mid Cap Sales before moving from the public to the private side of the business to work in Equity Capital Markets and to run UK Corporate Broking. Previously, a Director at Numis Securities helping to build a leading Mining franchise within a UK focused business at the small and mid-cap end of the markets. Prior to this James worked at Dresdner Kleinwort Benson as part of their leading Broking and Advisory franchise. In this Investing Matters interview, James provides an overview of PrimaryBid, its rapidly growing technology driven global solutions, importance of meeting management, importance of people, important of liquidity, nurturing the retail element, partnerships ethos with all distribution partners, technology led growth, Capital Markets, raising capital, Stakeholder inclusion, Public markets, B2C solutions, B2B / Institutional solutions, companies worked it, challenges faced, bringing finance and technology together. PrimaryBid's USA and global ambitions. His stellar career prior to PrimaryBid, Public equity markets, Corporate broking, thriving during adversary, his personal investing style/strategy and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Simon Olsen, Partner in Deloitte's Equity Capital Markets team, worked on his first IPO back in 2002, and knows what sets the successes apart from the failures. This week James White, Director in Powerscourt's Industrials team, gets up to speed with the importance of business preparedness and the outlook for 2023.  Listen to all episodes on our website.Follow Powerscourt on Twitter and LinkedIn.

What's up with ECM?European politicians suddenly love securitization againAdani versus Hindenburg Research and what it means for Adani's banksThe equity capital markets were supposed to have been alive with deals this January — bond markets certainly have been — but very little has happened. We investigate who is to blame and when we might see some action.Meanwhile, European politicians and officials have stigmatised the securitization market after its part in the 2008 financial crisis. All of a sudden, as a letter from French and German politicians and leaked to GlobalCapital reveals, they agree with the banks that many of the rules that tame this market are a hindrance. We look at what they are calling for and why they've had such a big change of heart.Finally, Adani Group, the Indian industrial conglomerate, has come under a short attack by activist hedge fund, Hindenburg Research. We look at what Hindenburg is alleging and Adani's response but also what it means for the banks in the capital markets that serve Adani.

I am delighted to welcome back John Hoffman to Between the Biotech Waves. John is managing director & head of healthcare equity capital markets at Credit Suisse. In mid 2022 John joined the podcast to discuss the market outlook for '22 and many of his predictions were spot on. It was also one of the most downloaded podcasts of the year. I am welcoming him back to review '22, lessons learned and crystal ball gaze into '23. What are we seeing overall in the capital markets, is M&A now on the horizon and what should pre-IPO companies be thinking about. 

In the lead up to the 2022 AGM The Sash has opened the door to board nominee's to come on the show and pitch to the members why they should be elected. Our next guest is Benjamin Yeo. Ben's nominee statement "I have been a loyal and passionate supporter of the Essendon Football Club my entire life, and had the privilege of attending the 1993 and 2000 Premierships with my father and grandfather. During my career to date, and earlier as a student at The University of Melbourne, I have built a diverse and strong set of leadership skills across business management, finance, governance, and elite sporting experience – bridging both the corporate and sporting sectors. With over 15 years in the equity capital markets and corporate finance industry, this has included roles as an ASX Listed Company Director, Head of Equity Capital Markets for an ASX Market Participant, and currently the youngest Partner at professional services firm, Moore Australia. I have also held senior leadership positions in sporting organisations including President of the Melbourne University Sports Association, Vice President of Water Polo Victoria, and President of the Victorian NWPL Club. In these roles, I have developed, implemented, and successfully led multiple governance frameworks as an experienced Director ensuring accountability, transparency and clear strategic direction.  I believe that my passion for our Club and the above-mentioned experience, skills and knowledge across sporting and corporate organisations strongly supports my application to join the Essendon Football Club Board, and to work collaboratively with fellow Board members to ensure our Club performs to the standards our members, partners and the broader community expects both on and off the field." Visit Store Join PREMIUM Go Dons

In this episode, Elizabeth Myers, Global Chair of Investment Banking, Equity Capital Markets, speaks to Catherine Guan from J.P. Morgan's Corporate Finance Advisory team, about her journey from analyst to seasoned dealmaker at J.P. Morgan. Hear from Elizabeth about the deals that transformed her career, the industry's evolution through the dot-com bubble, the financial crisis and pandemic, and her advocacy for women in the workplace.  This episode was recorded on October 10, 2022. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2022 JPMorgan Chase & Company. All rights reserved.

Summary:It's always a pleasure to speak to a grizzled veteran who has decades of experience leading hundreds of deals that have raised billions of dollars.Here to share that wisdom is Gregg Nabhan, Chairman of the America's Equity Capital Markets, as well as Managing Director of the Consumer and Retail team at Bank of America. Gregg is responsible for the origination, IPO valuation, structuring, book-building, price discovery allocation trading, and aftermarket performance of equity transactions. Gregg has almost 40 years of experience on Wall Street. He's led over 400 deals, raising over 265 billion for companies around the world, including 115 IPOs totaling 50 billion dollars. Prior to joining Bank of America in 2008, Gregg worked at Morgan Stanley for 13 years where he was a Managing Director in the equity capital markets. He has a BA in Economics and Political Science from Columbia University. Gregg and I talked about the past 4 decades of economic twists and turns, some of his career highlights and what he sees coming around the bend.Highlights: Gregg talks about his start at Bank of America (2:45) The IPO resources that B of A offers (4:35) Gregg's perspective on the last 3 years of market activity (5:20) The Fed's inflation strategy (8:43) The number of IPOs now, compared with the past 15 years (10:08) Industries that are favoured to open the IPO market (11:20) Gregg discusses the valuation reset (12:46) What strong performing companies have in common (14:45) What the Fed needs to see to change their stance on interest rates (16:15) Gregg's take on the state of the consumer (18:58) Gregg tells us about some of his favourite deals over the years (19:44) The biggest challenges for management teams going through an IPO (20:55) Gregg's take on ESG (23:15) Will IPO Road Shows remain virtual, post-COVID? (24:38) Gregg talks about the huge value of his mentors over the years (25:46) Links:ICR TwitterICR LinkedInICR WebsiteGregg Nabhan LinkedInBank of America TwitterBank of America WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

William Je is the Chief Executive Officer of Hamilton Investment Management Ltd, a global fund manager with multi-billion assets under management. His portfolio includes private equity investments in licensed banks, Fintech and social media projects and multi-strategy algorithmic trading funds. He is also the founder of Himalaya Exchange, a global digital exchange with a full ecosystem including a blockchain payment App, a stable coin and a trading coin. Prior to that, Mr. Je was the Chairman of Equity Capital Markets, Greater China at the Macquarie Banking Group for 10 years, managing its Greater China capital markets and principal investment activities. Prior to Macquarie, Mr. Jeserved as the joint venture partner and managing Director of China Merchant Securities (Hong Kong) Limited, help building its business in Hong Kong from scratch. Mr. Je also served as an Executive Director at Credit Agricole Indosuez and a Board member of its securities arm, Indosuez W.I. Carr Securities; Director & Head of Business Development at Dresdner Kleinwort Wasserstein and a Vice President at NatWest Markets. --- Support this podcast: https://anchor.fm/crypto-hipster-podcast/support

Tonight on the Brian Crombie Radio Hour, I interview David Weild IV, Founder and CEO Weild & Co. Weild & Co. was just named to World's Leader's Worlds Most Promising Investment Banks of 2022 with a cover story: Weild & Co. is building The First Major Decentralized Investment Bank. They are doing this by harnessing the power of the cloud to bring together dispersed, independent and proven professionals to collaborate remotely and deliver better results in areas critical to capital access, social impact, and economic growth.David Weild is know for being the former Vice Chairman of NASDAQ and head of Investment Banking and Equity Capital Markets at Prudential Securities that got the JOBS Act passed in Washington. In fact, he has been dubbed “The Father of the JOBS Act” by Members of Congress. The JOBS Act laid the foundation for crowdfunding the US (there are now 80 firms in this ecosystem overseen by FINRA),

The world of finance has not changed much until 2009 when blockchain and cryptocurrencies began to change the way we look at money. Pam Draper leads a company that has embraced this new technology and made it simple and accessible for all Canadians.   For the transcription of this episode please visit: https://www.rainforestab.ca/yyc-blog/podcast-episode-172-transcription Thank you for listening to the Leaders, Innovators and Big Ideas podcast, supported by Rainforest Alberta. The podcast that highlights those people who are contributing to and/or supporting the innovation ecosystem in Alberta. Host: Al Del Degan I have been involved in software development for more than 25 years. I have started companies, lead companies and worked for companies - doing many different things. I am honored to be considered a leader in Alberta's innovation ecosystem, and I give back as much, and often as I can. When I am not working or podcasting, you will find me pursuing my passions of photography, crypto investing, and wood working along with the occasional round of golf. Guest: Pamela Draper is the President and CEO of Pateno Payments Inc., a firm that provides development solutions in the payments space, as well as the President and CEO of Bitvo Inc., a crypto asset trading platform launched in Canada in 2018. Prior to joining Pateno and Bitvo, Pamela spent approximately 14 years with top tier Canadian banks, in the areas of corporate and investment banking. Most recently Pamela held the position of Director in BMO Capital Markets' Equity Capital Markets group in Toronto where she was responsible for assisting North American corporate clients raising capital in public and private markets. Pamela obtained an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario. Current voluntary positions include acting as a Director for the Canadian Blockchain Association for Women and for the Calgary Public Library Foundation. Pamela also serves as an Advisory Committee Member to Rallie, a financial technology company on a mission to get more women investing. Please be sure to share this episode with everyone you know. If you are interested in being either a host, a guest, or a sponsor of the show, please reach out. We are published in Google Podcasts and the iTunes store for Apple Podcasts We would be grateful if you could give us a rating as it helps spread the word about the show. Show Links: Bitvo Pateno Payments The Quadriga Scandal Show Quotes: "a lot of cryptocurrency platforms we're looking for banking in Canada. And the main one of the time was a company called Quadriga. A lot of people are very familiar with Quadriga, but if you're not Google it, or there's actually an interesting Netflix series on it now called "Trust No One". And it became infamous for the founder, Gerald Cotten, disappearing to India and dying in India of Crohn's disease, so the story goes. But when he did so he took with him $250 million of customer crypto assets." "A lot of the crypto asset trading platforms when they started, they started more from the tech perspective and the tech is, is definitely important, but there's a whole side of things from a safety and security perspective that comes from being experienced in handling other people's funds and learning the regulations, which at the time when we started, there were no regulations. Now we're actually a heavily regulated business." "his speech was so what I needed to hear. So if anyone else needs to hear that, there going to be crazy highs and crazy lows? And the crazy highs can follow the crazy lows by milliseconds a day or a year." "cryptocurrencies get kind of a bad rap, but I think of you could sign up for BMO Investor Line Platform or Quest Trade, et cetera. And by a junior mining or a junior oil and gas stock, or some other emerging technology, and be just as at risk as if you're buying any of the cryptocurrencies" Credits... This Episode Sponsored By: New Idea Machine Episode Music: Tony Del Degan Creator & Producer: Al Del Degan  

Cilian Verplanke van Karmijn Kapitaal was bij Hessel Jan Smink te gast in Van A tot Z Succesvol. Cilian Verplanke is mede-oprichter van Karmijn Kapitaal en heeft meer dan 30 jaar ervaring in de financiële sector. Cilian heeft Rabobank Participaties opgebouwd en werkte ook jarenlang in commercial banking en Equity Capital Markets bij ABN AMRO Rothschild. In 2010 zag zij samen met Désirée van Boxtel en Hadewych Cels de kans om zelfstandig een investeringsfonds te stichten dat investeert in bedrijven die worden geleid door vrouwen en mannen. Zo is in 2010 Karmijn Kapitaal ontstaan. Het eerste investeringsfonds dat investeert in Nederlandse kleine en middelgrote ondernemingen die geleid worden door gebalanceerde teams van mannen en vrouwen. Met z'n drieën geloven ze in de kracht en potentie van deze bedrijven, hun teams en in de meerwaarde van diversiteit en balans. Van A tot Z Succesvol inspireert leiders om nog beter te worden in het managen of coachen van zichzelf en hun team. Met inspirerende studiogasten, eyeopeners en veel voorbeelden en ervaringen uit de praktijk. Er wordt ingegaan op wat succes nu eigenlijk is, wat betekent het voor je en hoe ga je er mee om?  Het programma is elke laatste dinsdag van de maand tussen 14:00 en 15:00 uur te beluisteren op New Business Radio en wordt naderhand ook als podcast beschikbaar gesteld.

Our Cross-Pollinate program is aimed at the leaders of the future, bringing together small groups of professionals across diverse industries, training and backgrounds to engage in small-group discussions on topics that matter. Our inaugural panel discussion event held in our Sydney office on Wednesday 13 April, introduced by Amelia Burns (Solicitor, Disputes) featured Terry Davis (Chairman of Seven Group Holdings), Georgina Lalor (Co-Head of Equity Capital Markets at Macquarie Bank), with Drew Pearson (Partner, Employment) and Christine Wong (Partner, Disputes) from Herbert Smith Freehills.

David Quezada, director and research analyst with our Equity Capital Markets group and Phil Hardwick, chief operating officer of Base Carbon, a recently listed company, and a widely known expert on the topic join Advantaged Investor host Chris Cooksey to have a Carbon 101 discussion. What of the carbon market? What are carbon offset credits? What is the potential opportunity for investors. Don't forget to rate and review the podcast!

David Quezada, director and research analyst with our Equity Capital Markets group and Phil Hardwick, chief operating officer of Base Carbon, a recently listed company, and a widely known expert on the topic join Advantaged Investor host Chris Cooksey to have a Carbon 101 discussion. What of the carbon market? What are carbon offset credits? What is the potential opportunity for investors. Don't forget to rate and review the podcast!

William Je is the Chief Executive Officer of Hamilton Investment Management Ltd, a global fund manager with multi-billion assets under management. His portfolio includes private equity investments in licensed banks, Fintech and social media projects and multi-strategy algorithmic trading funds. He is also the founder of Himalaya Exchange, a global digital exchange with a full ecosystem including a blockchain payment App, a stable coin and a trading coin. Prior to that, Mr. Je was the Chairman of Equity Capital Markets, Greater China at the Macquarie Banking Group for 10 years, managing its Greater China capital markets and principal investment activities. Prior to Macquarie, Mr. Jeserved as the joint venture partner and managing Director of China Merchant Securities (Hong Kong) Limited, help building its business in Hong Kong from scratch. Mr. Je also served as an Executive Director at Credit Agricole Indosuez and a Board member of its securities arm, Indosuez W.I. Carr Securities; Director & Head of Business Development at Dresdner Kleinwort Wasserstein and a Vice President at NatWest Markets. Jamil Hasan is a crypto and blockchain focused podcast host at the Irish Tech News and spearheads our weekend content “The Crypto Corner” where he interviews founders, entrepreneurs and global thought leaders. Prior to his endeavors into the crypto-verse in July 2017, Jamil built an impressive career as a data, operations, financial, technology and business analyst and manager in Corporate America, including twelve years at American International Group and its related companies. Since entering the crypto universe, Jamil has been an advisor, entrepreneur, investor and author. His books “Blockchain Ethics: A Bridge to Abundance” (2018) and “Re-Generation X” (2020) not only discuss the benefits of blockchain technology, but also capture Jamil's experience on how he has transitioned from being a loyal yet downsized former corporate employee to a self sovereign individual. With over one hundred podcasts under his belt since he joined our team in February 2021, and with four years of experience both managing his own crypto portfolio and providing crypto guidance and counsel to select clients, Jamil continues to seek opportunities to help others navigate this still nascent industry. Jamil's primary focus outside of podcast hosting is helping former corporate employees gain the necessary skills and vision to build their own crypto portfolios and create wealth for the long-term.

William Je is the founder and CEO of Hamilton Investment Management. The multi-billion-dollar asset manager specialises in private equity investments and institutional-grade digital assets strategies, but it was William's decades of experience investing in China's equity markets, that we focused on today.William was the Chairman of Equity Capital Markets for Macquarie Banking Group, a global heavyweight managing over $520 billion in assets. In that role, William managed the firm's Greater China capital market interests, and principal investment activities.I asked William for his outlook on China stock markets in 2022. William cited the political environment as a longer-term headwind but also pointed to policy easing in the short-term. We subsequently discussed the impact of regulation on China's Tech leaders, and I finished by asking William for his ‘sector to watch' this year. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results. CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

In this podcast episode, Wai Ken shares the common ruinous mistakes a newbie diving into investments makes. He talks about how much money he would advise a beginner to allocate for investment and some common investing advice people should ignore. Wai Ken shares the success rate of earning returns based on the history in StashAway. At the end of the podcast, Wai Ken talks about the popularity and practicality of investing in Crypto currencies and NFTs.   To check StashAway as mentioned in the podcast, here is the link:  https://www.stashaway.my/   Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch of the local business by establishing partnerships and marketing channels.   If you enjoy the podcast, do leave us feedback on Apple Podcasts/ iTunes! It will help us understand our listeners better and help convince high profile guests to join us on the show.   Follow our host, Derek Toh: Instagram: instagram.com/derektohc Linkedin: linkedin.com/in/derektoh Follow Hello Mentor!: http://hiredly.com/hellomentor

Max Cunningham is currently the Group Executive of Listings at ASX. Previously, he was the Head of Equity Capital Markets at Goldman Sachs in New York and the Director of the Macquarie Group in London. Max has a wide array of global experience and provides unique insight into the state of the Australian market.Max and Ian discuss many topics, including…The emergence and growth of the tech sector in AustraliaTech becoming the largest sector for issuing secondary capitalWhy some US companies choose to list in AustraliaThe potential future of work in AustraliaMacro-trends that could positively impact the ecosystemThe importance of building community...and much more!Quickfire RecommendationsBook: Benjamin Franklin by Walter Isaacson, Steve Jobs by Walter IsaacsonPodcast: The Ideas Exchange Podcast, Conversations with People Who Hate MeNews Source: The New York TimesApp: PhysiAppProductivity Tool: “My wife”Favourite Tech CEO: Richard White, WiseTechFavourite TV Show: Ozark, FaudaTed Talk Topic: “The confluence of capital power and political power”

Der Börsengang ist einer der ambitioniertesten und komplexesten Vorgänge, die Du als Unternehmer angehen kannst. Entsprechend ranken sich unzählige Mythen um das Thema - viele davon vollkommen falsch. In dieser Folge von „Road To IPO“ räumen wir mit den Mythen auf. Dafür haben wir Christian von Dreising zu Gast, dessen Unternehmen Hauck & Aufhäuser schon zahlreiche Firmen auf ihrem Weg zur Börse begleitet hat. Außerdem zu Gast ist Bernd Wagner von der Cherry Group, welche ihren Börsengang in der Rekordzeit von 4 Monaten erfolgreich über die Bühne gebracht hat. Du erfährst… • …welche Vorteile die Deutsche Börse gegenüber anderen Börsen haben kann • …wie international die Deutsche Börse aufgestellt ist • …warum Umsatz nicht der einzige Faktor beim Börsengang sein sollte • …weshalb KMU's keine Angst vor Großunternehmen haben müssen

Der Börsengang ist einer der ambitioniertesten und komplexesten Vorgänge, die Du als Unternehmer angehen kannst. Entsprechend ranken sich unzählige Mythen um das Thema - viele davon vollkommen falsch. In dieser Folge von „Road To IPO“ räumen wir mit den Mythen auf. Dafür haben wir Christian von Dreising zu Gast, dessen Unternehmen Hauck & Aufhäuser schon zahlreiche Firmen auf ihrem Weg zur Börse begleitet hat. Außerdem zu Gast ist Bernd Wagner von der Cherry Group, welche ihren Börsengang in der Rekordzeit von 4 Monaten erfolgreich über die Bühne gebracht hat. Du erfährst… • …welche Vorteile die Deutsche Börse gegenüber anderen Börsen haben kann • …wie international die Deutsche Börse aufgestellt ist • …warum Umsatz nicht der einzige Faktor beim Börsengang sein sollte • …weshalb KMU's keine Angst vor Großunternehmen haben müssen

Equity markets have been on a tear since an initial tumble when the coronavirus pandemic began. Lashings of central bank support for markets, optimism over the recovery, emergency balance sheet repair and issuers and sellers taking advantage of rocketing valuations have kept developed market valuations climbing. It has become a very crowded trade, with investors bemoaning the amount of work they are being asked to do to keep up just to pay top-end prices.But there may better opportunities in emerging market equities. Famous investor Jeremy Grantham of GMO picked the asset class as one to watch at the start of the year. In truth, performance has been mixed since then across different emerging markets. But some, such as Russia, are booming with stellar index performance and plenty of supply. We look at what is driving the surge and what opportunities it may present.

In this episode, we are excited to host Insight Provider Sumeet Singh, Head of IPOs & Placements for Aequitas Research, who gives us an overview of Equity Capital Markets activity during busy 1H21 and takes us through the 2H21 pipeline, highlighting IPOs to look out for amid regulatory and other challenges. Smartkarma users can find the presentation slides here: https://skr.ma/gcmKYut5tBGUU3Gy6 Sumeet Singh is Head of IPOs & Placements for Aequitas Research. Aequitas covers all IPOs and Placements across Asia-Pacific with a deal size of at least US$100m. As of June 2021, the team had covered 581 IPOs with a hit rate of 73.8% and 752 placements with a hit rate of 67.6%. Prior to Aequitas, Sumeet was heading Content Strategy for Smartkarma, along with covering IPOs & Placements, and in an earlier life covered ASEAN property and the banking space in India. Learn more about Aequitas Research: https://skr.ma/RK5Uy2HiWADGtXEk8 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.

Nadim is a Singaporean venture investor focused on the Southeast Asian region and its growing consumer market. He is currently backing and building early-stage consumer brands in the region as an Associate with DSG Consumer Partners, a leading India & Southeast Asia consumer venture fund - helping oversee consumer packaged food & beverage, F&B, and e-commerce brands including Kind Kones, Growthwell, Brewlander, Perromart, Pip & Nut, and Melati. Prior to DSG, Nadim worked as an intern on the investment team at Golden Gate Ventures - a leading Singapore-based technology venture fund and on J.P. Morgan's Equity Capital Markets team in New York. Nadim is also a personal investor in consumer businesses like Tindle, TRILL, Brewlander, Pangaea, R-Fitness, Project44, Oxygen, and more through his permanent capital fund, Blue Bamboo, focused on investing in new-age brands. Nadim attended Institut Le Rosey, a Swiss boarding school before enrolling in NYU's Stern School of Business, graduating from Stern as a Dean's List member, Founder's Day Scholar, and as the Class of 2017's commencement speaker. For his contribution to public service in Singapore, Nadim was presented with both the Statuette Award and the Sword of Honour. Before completing his service, Nadim was posted to the specialist unit of the Public Transport Security Command, patrolling and protecting Singapore's public transport systems and managing over 150 full-time national servicemen. Nadim works with Aidha.org's venture program as a mentor for domestic workers starting their own businesses in Southeast Asia. Nadim is also a member of the Milken Institute's Young Leaders Circle (YLC) where he contributes to consumer, health, and food research and initiatives for the Asia Center. In his free time, Nadim writes about consumer & technology trends in Southeast Asia. He also enjoys practicing mixed martial arts, swimming & tennis, playing poker, and spending time with his family. Read more about DSG Consumer Partners here https://dsgcp.com/ and connect with Nadim on Linkedin here https://www.linkedin.com/in/nadim-muzayyin/ or via his own website https://nadimmuzayyin.com/ If you enjoyed this podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than 30 seconds, and it really makes a difference in helping to convince new guests to come on the show, and on top of that, I love reading the reviews! Follow Andrew: Website: https://andrewsenduk.com/ Instagram: https://www.instagram.com/andrew.senduk/ Linkedin: https://www.linkedin.com/in/andrew-senduk-1980/

Wai Ken Wong is the Country Manager of StashAway (Malaysia). He first worked in investments in Khazanah Nasional Berhad, then became the Vice President of the Equity Capital Markets at Affin Hwang Capital, before entering the startup world. Want to learn what it's like working in the fintech startup world, all things investments & the intricacies of how StashAway is set up? This is the episode for you! Highlights: * 2:38: Using ang pow money to invest in unit trusts * 6:10: Why he moved to Australia at the age of 16 * 7:54: Enjoying business * 9:24: Whether Wai Ken was ever tempted to drop out of college to launch a startup * 10:41: What drove Wai Ken to start working while still studying * 17:56: Working in Khazanah * 21:33: Working with Dato Hisham * 22:35: Working at Affin Hwang * 26:07: Why Wai Ken decided to join StashAway - then a 2-year-old startup that began in Singapore * 32:13: Whether he had any doubts about joining StashAway * 33:34: His role as Country Manager from Day 1 * 35:36: How Wai Ken built a 5000 person waiting list before StashAway launched in Malaysia * 41:42: The role of content creation in StashAway * 44:27: What does “robo advisory” mean? * 47:38: Robo Advisory v ETFs * 49:51: StashAway's investment framework - known as the Economic Regime Base Asset Allocation (ERAA) * 52:40: How StashAway came up with its risk index * 54:56: Guaranteeing a 1% chance of your portfolio dropping? * 57:17: How StashAway categorises risk * 1:01:58: Will customers get to determine their own assets with StashAway in the future? * 1:04:44: StashAway Simple * 1:06:51: Why StashAway Simple doesn't have PIDM protection * 1:09:01: What guarantees StashAway has for its customers * 1:11:51: How StashAway came up with its projected rate of 2.4% for StashAway Simple * 1:14:05: How StashAway compares to Wahed & MyTheo * 1:15:47: Whether StashAway will ever invest in crypto * 1:17:53: StashAway's Series B & Series C fundraising rounds * 1:22: What do the rich know, that the poor should know?

On this episode, I chat with Bobby Norwood (Director - Debt & Equity Capital Markets, JLL) about the 'hard reset' he decided to implement in his life. Don't forget to subscribe! About me: Sign up for my weekly email newsletter! CEO: Dragon Army Author: The 5-Day Turnaround + The Crisis Turnaround Co-founder: Ripples of Hope + 48in48 + The A Pledge Blog: www.jeffhilimire.com LinkedIn: linkedin.com/in/jeffhilimire Twitter: twitter.com/jeffhilimire --- Send in a voice message: https://anchor.fm/jeff-hilimire/message

É hora de investir no exterior? De partir para a renda variável? Como estão as aberturas de capital na Bolsa de Valores brasileira? Nesta semana, nós convidamos Juliana Laham, superintendente Executiva de Investimentos do Bradesco Private Bank, e Claudia Mesquita, Head de Equity Capital Markets do Bradesco BBI, para conversar com a apresentadora Priscila Forbes sobre as novidades dos investimentos, em um papo só entre mulheres e também sobre mulheres no mundo das finanças See omnystudio.com/listener for privacy information.

Hablamos largo y tendido con Javier Pollán, Managing Banca de Inversión City Londres. Head of EMEA Equity Linked Origination, sobre su experiencia en Banca de Inversión en Londres, incluyendo: - Importancia vital de obtener un nivel de inglés muy alto. - Experiencias internacionales y no cerrarse el horizonte laboral a tu propio país. - Día a día en un departamento de Equity Capital Markets en Banca de Inversión. - Skills necesarios para entrar en Banca de Inversión y para posteriormente tener éxito profesional. - Su cambio tras 6 años a un departamento nuevo como es el día a día en dicho departamento (Equity linked origination)

In this episode called "Capital Markets – What Now?", Lewis Silberman, Managing Director of Equity Capital Markets joins Jane Ross, Managing Director at Oppenheimer in a discussion surrounding the roller-coaster year of 2020, and about what lies ahead this year. Listen to Let’s Talk Future on Spotify, Apple Podcast, or Google Podcast. This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counter-party default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. Oppenheimer Transacts Business on all Principal Exchanges and Member

"Pörssiin listautuminen on yrityksen toiseksi tärkein päätös heti yrityksen perustamispäätöksen jälkeen." Tämä jakso on tiivis paketti listautumisanneista. Mistä syistä yhtiöt päättävät listautua? Mitä riskejä listautumiseen liittyy? Miten suomalaista IPO-markkinaa voisi kuvailla? Näihin kysymyksiin vastaamaan studioon on kutsuttu kaksi kokenutta konkaria: Equity Capital Markets -tiimin johtaja Pekka Suhonen sekä Seniorianalyytikko Kimmo Stenvall. VASTUUVARAUMA Sijoittajan Lounas -podissa esitettyjä tietoja ei ole tarkoitettu sijoitusneuvoksi, tarjoukseksi tai kehotukseksi ostaa tai myydä rahoitusvälineitä. Sijoitustoimintaan liittyy aina riskejä. Sijoitusten arvo voi nousta ja laskea, ja sijoittaja voi menettää sijoittamansa pääoman osittain tai kokonaan. Myös odotettu tuotto voi jäädä saamatta. On tärkeää muistaa, että historiallinen kehitys ei ole tae tulevista tuotoista. Sijoittajan tulee sijoituspäätöksiä tehdessään perustaa päätöksensä omaan tutkimukseensa, arvioonsa rahoitusvälineen arvoon vaikuttavista seikoista ja ottaa huomioon omat tavoitteensa, taloudellinen tilanteensa sekä tarvittaessa käytettävä neuvonantajia. OP Ryhmä sekä sen palveluksessa oleva henkilökunta eivät vastaa vahingoista, jotka aiheutuvat Sijoittajan Lounas -podissa kuultujen tietojen käytöstä tai mahdollisesti näiden perusteella tehtävien sijoituspäätösten taloudellisesta tuloksesta. Annettuja tietoja ja näkemyksiä voidaan muuttaa ilman erillistä ilmoitusta milloin tahansa. Sijoittajan Lounas -podi on tarkoitettu ainoastaan kuuntelijan yksityiseen käyttöön. Sijoittajan Lounas -podiin liittyvän materiaalin muokkaaminen, levittäminen ja kaupallinen hyödyntäminen ilman OP Ryhmän kirjallista lupaa on kielletty.

In this episode, Ashley Aydin talks to us about her interest in the consumer space and passion for impact investing. She also highlights the importance of engaging with younger women and providing them with the resources to learn more and get involved early as a means to tackle gender disparity in the industry. Her advice for breaking into VC: build relationships with founders early, be proactive and hustle.Ashley is a second year MBA student at MIT Sloan. She started her career in Equity Capital Markets at Morgan Stanley before moving to strategy and business development in the consumer/retail space. Since starting her MBA at Sloan, Ashley has taken on a number of venture roles at the Dorm Room Fund, Founders Factory, VamosVentures and Brand Foundry Ventures.

Episode Topic: How Our Shared Faith Has Guided Our Life, Our Professions, Our Family and Our Path Forward, Even in the Face of Personal Obstacles Like BlindnessDuring the fourth session of “Inspiring Conversations,” we will focus on the topic "How our shared faith has guided our life, our professions, our family and our path forward, even in the face of personal obstacles like blindness" through a conversation with our first couple, Paul and Cindy Karos. Paul had an extensive 30-year career in the financial industry, culminating with senior leadership roles at Piper, Jaffray where he was the President of Equity Capital Markets and is now active in ministry and coaching while Cindy has been active in ministry for over four decades and has also chaired several important new initiatives for her church.The conversation will explore topics such as faith, grief, overcoming obstacles, purpose, and living a life of service. It will also allow the audience to engage in a meaningful question and answer session directly with Paul and Cindy.Featured Speakers: Cindy Karos, Founding Inaugural Member, The Order of the Myrrhbearing WomenPaul Karos, Past President investment banking and equities, Piper JaffrayTom Schreier, Co-Founding Director, Inspired Leadership InitiativeRead this episode's recap over on the University of Notre Dame's open online learning community platform, ThinkND: go.nd.edu/aac569.This podcast is a part of the Inspiring Conversations ThinkND Series titled “Leading People in an Ever-Changing World”.

In this episode, we talk to Mary D'Onofrio about cloud software and her experience at Bessemer Ventures including her involvement in the creation of the BVP Nasdaq Emerging Cloud Index and Bessemer’s Cash Conversion Score. She addresses the importance of building meaningful relationships and betting on yourself in venture capital especially as a woman.Mary is a VP at Bessemer Venture Partners, in Silicon Valley. She started the firm’s growth investment practice where she primarily focuses on cloud software. Mary actively tracks both private and public cloud software and is one of the key architects behind the BVP Nasdaq Emerging Cloud Index (^EMCLOUD), which serves as a benchmark for public cloud companies. She also developed Bessemer’s Cash Conversion Score and is an author of the 10 Laws of Cloud. Previously, Mary has worked in Equity Capital Markets at Morgan Stanley. She holds an MBA from the Yale School of Management and graduated from Princeton University.

The Young Professionals Podcast (TYPP), proudly brought to you by ADAPT Careers (https://adaptcareers.com.au) and co-hosted by Luke Marriott and Nicholas Sargeant (Sarge). In this episode we connect with Anthony England, Head of Growth at Melbourne-based Artificial Intelligence Company: Affinda (https://affinda.com). Anthony completed his undergraduate studies at Monash University, completing a Double Degree in Commerce and Engineering (https://www.monash.edu/study/courses/find-a-course/2021/engineering-and-commerce-e3005#tabs__target-2066756). After a range of internships at different industries, Anthony started his career as a management consultant at Bain & Company (https://www.bain.com). During his time at Bain, Anthony worked across a number of countries with a range of clients, tackling their problems. Anthony then made the move to Equity Capital Markets, where he spent a few years raising money for private and publicly listed companies, before taking his current role at Affinda. Affinda provides AI solutions to automate high-volume document workflows. Affinda aims to take care of tedious manual work, so people can focus on higher value activities. If you have a career story you would like to share, a role you would like to learn more about or any questions you would like us to ask young professionals, you can reach us through any of our social media that can be found at TYPP.com.au. We would love to hear from you!

Caroline Strzalka C00, WG05, is a serial entrepreneur and media executive. She is the CEO and Co-Founder of It's By U (itsbyu.com) which is a farm-direct subscription company disrupting the floral industry that she founded with her sister Christine. She is also currently acting as an Advisor to Overplay Games. Previously, Caroline held leadership roles at media companies, particularly in the children's and educational spaces.  She was the EVP of Partnerships at Sandbox & Co, VP Digital Content & Global Development at Scholastic, and Director of Digital Media Business Development at Sesame Workshop. She has executed multi-million dollar partnership deals with some of the largest media companies in the world including Google, Netflix, Apple, and Microsoft, and led new media projects in audio, video, and interactive gaming. Prior to this, she was an investment banker in Equity Capital Markets at Salomon Smith Barkey, Citibank and took many companies public, including Kraft, Constellation Brands, GameStop, and Leapfrog. She is a Wharton MBA, Penn undergrad, Startup Leadership Program Fellow, and is on the Council on Foreign Relations. Caroline prides herself in recognizing and monetizing blue sky opportunities, and is particularly passionate about female founded startups and getting women's ideas funded.

COVID's impact on cash flows has seen many companies turn to the equity markets to address liquidity problems. In this podcast, Richard Smith,  James Cook and Gillian Fairfield consider which trends are emerging and focuses on what issuers need to know when contemplating an equity raise.

Mary D'Onofrio joined Bessemer in 2018 to start the firm's growth investment practice. She primarily focuses on cloud software and developer platforms, with recent investments including LaunchDarkly, HashiCorp, and BigID. Mary also developed Bessemer's Cash Conversion Score and is one of the key architects behind the BVP Nasdaq Emerging Cloud Index (^EMCLOUD), which serves as a benchmark for public cloud companies. Previously, Mary worked in Equity Capital Markets at Morgan Stanley. She holds an MBA from the Yale School of Management and graduated cum laude with a politics degree from Princeton University.   www.linkedin.com/in/mary-d-onofrio-a125b2154/ @mcadonofrio

In this episode, we join Elliot Horowitz with H Equities to discuss private lending, debt, pre-COVID-19 and post-COVID-19 as it relates to commercial real estate, specifically multifamily syndications.

This week our host Robert Hanna was joined by leading Corporate Partner, Ed Hooper. Ed is a Partner in the London office at Trowers & Hamlins, an international law firm. Ed discusses his journey to Partnership and the challenges it brings.

Esther Wong is Managing Director of SenseTime and Founding Partner of SenseTime’s AI Fund. SenseTime is among the world’s most valuable AI unicorns, focusing on computer vision and deep learning. She previously ran Equity Capital Markets at Bocom International. Ms. Wong began her career as an analyst on Wall Street with ABN Amro. Her last role in New York was Head of Sales and Trading for Cazenove Asia (acquired by JPMorgan), the first Chinese and first woman appointed that position.

Attention all CEOs thinking of raising capital and/or going public- you are going to want to listen to this:A view from the other side of the IPO and Capital Markets from an underwriter’s perspective!

Bruce Rigal has indeed lived in interesting times. In a glittering career in Finance spanning over 20 years, Bruce rose to become Chief Operating Officer (COO) of Global Banking at Deutsche Bank. In this time at DB, he oversaw the daily operations of the bank; from Asset Finance and Leasing to Commercial Real Estate, from Debt and Equity Capital Markets to Mergers & Acquisitions the list goes on... As well as this, he was also strapped into a front row seat for the worst financial crisis the world had ever seen. Coming through this period of, eh, turbulence, Bruce has been on a mission to find the meaning in the madness. His recent efforts to fully understand human behaviour have shattered those neatly drawn up assumptions of rationality in neoclassical economics that were drilled into him during his MBA at University of Chicago Business School in the late 1980s. Behave Yourself is only too proud to give you the full story behind the man, the legend that is Mr Bruce Rigal.

There are the things that you carefully plan when it comes to an IPO -- the who (the bankers, the desired institutional investors); the what (the pricing, the allocations); and the when (are we ready? is this a good public business?). But then there are the things that you don't plan: like the worst financial crisis since the Great Depression... as happened before the OpenTable IPO. There's even a case study about it. And so in this episode of the a16z Podcast, we delve into those lessons learned and go behind the scenes with the then-CEO of the company -- now general partner Jeff Jordan -- and with the then-banker on the deal, J.D. Moriarty (formerly head Managing Director and Head of Equity Capital Markets at Bank of America Merrill Lynch), in conversation with Sonal Chokshi. Is there really such a thing as an ideal timing window? Beyond the transactional aspects of the IPO, which relationships matter and why? And then how does the art and science of pricing (from the allocations to the "pop") play here, especially when it comes to taking a long-term view for the company? What are the subtle, non-obvious things entrepreneurs can do -- from building a "soft track record" of results to providing the right "guidance" (or rather, communication if not guidance per se) to the market? And finally, who at the company should be involved... and how much should the rest of the company know/ be involved? In many ways, observes Jordan -- who got swine flu while on the road to the OpenTable IPO -- "your life is not your own" when you're on the road, literally. But knowing much of this can help smooth the way.

Description In this podcast, David Pritchard of Equity Capital Markets, provides strategies for approaching debt and equity financing with your business in mind. You will learn: The flexibility of the various types of capital and financing The types of financial... The post How to Approach Debt and Equity Financing appeared first on Vistage Research Center.

Speakers: Alexandra Lebenthal, President and CEO, Lebenthal & Company Mustafa Sagun, Chief Investment Officer, Principal Global Investors Max Stone, Managing Director and Executive Committee Member, The D. E. Shaw Group James Zelter , Managing Partner, Apollo Capital Management; CEO, Apollo Investment Corp. Moderator: Joe Reece, Managing Director, Investment Banking, and Global Head, Equity Capital Markets, Credit Suisse. There is, by some estimates, at least $30 trillion sitting on the sidelines globally earning less than 1 percent. Risk-off sentiment has kept most of this liquidity out of the markets - with no apparent strategy or timeframe for being channeled into more productive use and better returns. Even with relatively benign inflation, the real return on this staggering amount of capital is negative. In 2012, the equity markets saw greater outflows than even 2008, the crux of the financial crisis. Investors bypassed double-digit gains as a result. What are they thinking now? Are new financial models needed? Are new allocation strategies coming? Will the fatigue of low returns raise investors' risk tolerance, or will the lingering hangover from the crisis keep them paralyzed? With corporations, institutional investors and sovereign wealth funds still hoarding cash, our panel will consider what might trigger the deployment of this capital toward building the future.