The TRADE

SEPTEMBER 9, 2024

He joins Barclays after almost 12 years with SSGA, originally joining the firm in 2013 in a trade support role before moving into an equity and derivatives trading role in 2016. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

Portfolio Management 64

Portfolio Management Capital Market Capital Equities 64

The TRADE

MAY 20, 2024

He joined the broker dealer in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Kepler Cheuvreux’s head of market structure and liquidity solutions has left the broker dealer, The TRADE can reveal.

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The TRADE

FEBRUARY 16, 2024

Sippel has been with JP Morgan since 2016. Among the changes is the expansion of Sanjay Jhamna’s role to head of global credit trading, public finance and credit portfolio lending. His new responsibilities include leadership of the firm’s public finance and credit portfolio lending businesses.

Equities 52

Equities Trading Portfolio Finance 52

The TRADE

JUNE 26, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022.

Broker 52

Broker Trading Sale Financial Services 52

The TRADE

FEBRUARY 7, 2024

However, compared to swaps, central clearing enables portfolio margining, simplifies settlement, and mitigates counterparty risk.” Eurex’s TRF suite – launched in 2016 – already includes benchmark Index TRFs, individual Equity TRFs and Basket TRFs.

Equities 59

Equities Capital Trading Negotiation 59

The TRADE

JANUARY 22, 2025

There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. People have a playbook from the 2016 election, a script for US exceptionalism, deregulation and reflation. We have a lot of go-getters on the investment team which I love. There’s a lot of copycat behaviour.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JULY 1, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Griffin left Kepler in May after over eight years with the broker dealer.

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The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading 59

Trading Capital Broker Portfolio Management 59

Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. He spent 19 years at Fidelity Investments as a European portfolio manager until 2006. He was also at Merrill Lynch for eight years.

Asset Management 52

Asset Management Investment Banking Investment Manager Trading 52

The TRADE

JULY 29, 2024

He joined Ninety One in 2013 as a client operations analyst, moving into a portfolio implementation role in 2015 and taking up his current role as fixed income trader in 2018. Whelan joined Pictet AM as an equity trader back in 2016. He was recognised as a Rising Star of Trading and Execution at Leaders in Trading in 2021.

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Asset Management Equities Trading Sale 64

The TRADE

JUNE 16, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco.   The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025.   Sheridan will be based out of Los Angeles in his new role.  

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Capital Market Capital Investment Banking Sale 52

How2Exit

JULY 22, 2024

Conner has a diverse background in traditional investments, having worked with various investment firms managing portfolios, trading, and offering wealth management services since 2016. His expertise lies in creating innovative solutions to bring off-market deals to clients, particularly in the small and medium business (SMB) space.

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Mergers and Acquisitions Mergers Acquisitions Private Equity 130

Sun Acquisitions

AUGUST 2, 2024

For instance, acquiring a brand known for its organic or plant-based products instantly adds a range of health-focused items to the distributor’s portfolio. The acquired brand should complement the distributor’s existing portfolio and align with its overall brand strategy.

Food 52

Food M&A Mergers and Acquisitions Portfolio 52

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

Peak Frameworks

SEPTEMBER 19, 2023

Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions. For instance, during the 2016 Brexit vote , T-Bills were a popular choice for those looking to reduce their exposure to the unpredictable European markets.

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IT Government Economics Investors 52

The TRADE

MARCH 26, 2024

When you look at some of the larger currency control moves such as Malaysia in 2016 or Argentina in 2019, they have certainly placed more eyes on internal processes and external offerings.

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Asset Management Trading Collaboration Management 64

Peak Frameworks

SEPTEMBER 11, 2023

In the realm of finance, this could mean regularly reviewing investment portfolios to ensure they align with a client's risk tolerance and return expectations, or analyzing financial reports for discrepancies and errors. For instance, in 2016, the Blackstone Group acquired Team Health, a healthcare staffing firm.

Finance 52

Finance Finance Management Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

The oil price drop in 2015-2016, for example, forced many firms to adjust their budgets to the new market reality. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Periodic Review and Adjustment: Budgets aren't static.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Growth Business

MAY 19, 2023

It is highly selective about businesses it backs, having raised £3m since 2016. Winners of the UKBAA’s ‘Most Active Investor in the Regions’ award in 2019, Equity Gap members currently invest in over 30 companies, leveraging over £70m in total investment into its growing portfolio.

Investors 105

Investors Investment Funds Business 105

Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. InMotion Ventures Founded: 2016 Sector focus: Electrification, Metaverse, connectivity, digital services, talent, Industry 4.0

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Corporation Capital Investment Funds 52

Focus Investment Banking

MARCH 28, 2024

Introduction Beginning around 2016, innovative PE groups began acquiring large ophthalmology practices and formed Physician Practice Management (“PPM”) companies around them. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Growth Business

JULY 11, 2023

You can even raise the whole £1m in one go – Monzo did this in 96 seconds back in 2016 through Crowdcube. But how do you value an EIS portfolio company post pandemic? From there, investors will give money in exchange for perks like advanced previews, freebies or a credit mention. What is invoice factoring?

Finance 75

Finance Finance Business Debt 75

Cooley M&A

SEPTEMBER 16, 2022

4] However, such exceptions were not universal and, as will be discussed below, the vast majority of dual-class charters adopted before 2016 that contained transfer restrictions did not include M&A voting agreement carve outs. Bill Roegge. Meredith Klionsky. Teddy Nimetz. [1] Dual-class companies that emerged in other contexts (e.g.,

M&A 59

M&A IPO Mergers and Acquisitions Shares 59

The TRADE

OCTOBER 9, 2024

If a portfolio manager wants to execute a trade days after such an event, they need to understand that liquidity may be reduced, and they must be confident in their strategy if they’re willing to pay more in the bid-offer spread.” This context is crucial for our day-to-day operations.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

OCTOBER 18, 2024

“I think the last 12 months for us in particular have been standout,” says Rieb-Smith, which has logged its best score in our sister title Global Custodian’s Prime Brokerage Survey since at least 2016. “In In terms of client demand and what we have to offer, I think we’re really unique and we have benefited from that.”

Broker 69

Broker Funds Bulge Bracket Banking 69

Devensoft

JUNE 1, 2023

Acquisition Success Stories – Microsoft’s Acquisition of LinkedIn In recent years Microsoft’s acquisition of LinkedIn in 2016. At the time, AOL was the dominant player in the internet service provider market, while Time Warner was a major media conglomerate with a diverse portfolio of assets.

Acquisitions 52

Acquisitions Mergers and Acquisitions M&A Media 52

Growth Business

MARCH 1, 2024

A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance.

Private Equity 59

Private Equity Equities Investment Business 59

Growth Business

SEPTEMBER 13, 2023

It was an early investor in Babylon Health, Darktrace and Deliveroo, and its portfolio companies have grown to an aggregate value of over $7bn. Kinetic Investments Mini bio: Founded in late 2016, it is a founder-funded start-up investment company focused on the online space.

Capital 52

Capital Business Funds Investment 52

Cooley M&A

JANUARY 25, 2023

The US Federal Trade Commission, which reviews pharmaceutical and medical device deals, is stepping up enforcement in the industry, even though life sciences deals already represented half of the FTC’s antitrust enforcement actions between 2016 and 2020.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Cooley M&A

JANUARY 20, 2022

approved prescription cannabidiol medicine to its portfolio. A healthy 90 biopharma M&A transactions were announced in 2021 (compared to 69 in 2020 and 70 in 2019, the most transactions since 2016). stage R&D capabilities and expand its pipeline, and Jazz Pharma’s acquisition of GW Pharma for $7.2 driven assets.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Cooley M&A

FEBRUARY 15, 2017

The overall number of M&A deals in 2016 increased by 1% compared to the year before (Thomson Reuters), but this fact did not grab headlines because the dollar value of M&A deals fell by 16%, mostly due to a significant drop in blockbuster deals. Tech was the second busiest M&A industry in 2016 behind energy.

M&A 40

M&A IPO Pharmaceutical Valuation 40

Mergers and Inquisitions

JUNE 25, 2025

Higher Returns with Only Modestly Higher Volatility – Many Limited Partners look at the back-tested data for traditional 60 / 40 portfolios vs. variants with small percentages of crypto included and get interested since it seemingly enhances returns with only slightly higher volatility.

Funds 45

Funds Trading Recruitment Management 45

InvestmentBank.com

MAY 18, 2021

Payor services and pharmaceutical services have generated the most return throughout 2016 and in 1Q 2017. Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. Healthcare Providers, Deloitte (2016), [link] (last visited May 7, 2017).

Healthcare 40

Healthcare M&A Valuation Hospitality 40