The TRADE

NOVEMBER 13, 2024

Speaking to The TRADE, Timothee Consigny, chief technology officer at H2O Asset Management, asserts that there is a definite place for artificial intelligence within capital markets and the time for adoption is now. “[Gen-AI] For example, AI models are not good at maths – that’s just not what they’re trained to do.”

Trading

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Earnings season for the second quarter could portray a period of slow growth.

S&P

CNBC: Investing

JUNE 5, 2025

It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off. Hospitality and lodging REIT Ryman Hospitality specializes in upscale convention center resorts, including the Gaylord Opryland Resort & Convention Center.

Stock

CNBC: Investing

JULY 23, 2025

Galaxy is a provider of crypto financial services — including trading, asset management, staking, lending and self-custody products — that ventured into bitcoin mining in 2020. That business, similar to other bitcoin miners in recent years, has since pivoted its mining sites into AI data center developments.

Media

CNBC: Investing

JUNE 11, 2025

Morgan Asset Management. 7528 @JeffCoxCNBCcom WATCH LIVE Key Points In a social media post Wednesday morning on X, Vice President JD Vance echoed his boss's urging that the central bank ease monetary policy. It's a tough spot," said Elyse Ausenbaugh, head of investment strategy at J.P.

Media

CNBC: Investing

JUNE 29, 2025

" Another reason for Nvidia's recent lag may be that the stock has been a victim of its own success, said Gene Munster, co-founder of Deepwater Asset Management. "Sometimes with these big megacap tech stocks and names that have had incredible runs, you do have to digest those gains."

Shares

CNBC: Investing

JULY 1, 2025

Bullish on midcaps Alan McKnight of Regions Asset Management is bullish on midcap companies in the second half of the year, seeing a catchup trade after underperformance against the S & P 500. " Johnson Controls has a consensus overweight rating and $105 price target, according to FactSet.

S&P

CNBC: Investing

JUNE 17, 2025

"We think it's a great time for the ETF because after we've been through a period of a lot of volatility in the markets year to date, we view the credit market as very ripe for active management."

Funds

Focus Investment Banking

JUNE 13, 2025

So after Bentley education and some great experience in finance, I came back and started washing cars and got my appraisers license, learned the business and then tried and pretty much went from there. So I had the opportunity to come back and work in the family business. Because I know that, you know, you live it every day.

Business

CNBC: Investing

AUGUST 6, 2025

The founder of Seymour Asset Management is a buyer of Apple (AAPL) today, but not because CEO Tim Cook is giving President Donald Trump a $100 million peace offering with a promise to manufacture more of its products on U.S.

Investment

CNBC: Investing

JULY 6, 2025

" Bitcoin treasury companies are a new crop of publicly-traded companies that hold or, in many cases now, plan to hold bitcoin as the primary asset on their balance sheets.

Investors

CNBC: Investing

JULY 23, 2025

More In Macro Insights for Investing International stocks, AI beneficiaries are set to outperform in a complicated second half, JPMorgan Asset Management says Sarah Min Magnificent Seven earnings kick off next week with stocks near all-time highs Sarah Min Bitcoin is expected to rally further.

Media

The TRADE

JUNE 27, 2024

State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies. “We

Asset Management

OfficeHours

MAY 24, 2023

Getting your dream job as an investment banker typically requires a combination of education, relevant work experience, and networking. Investment banks like to source their candidates from top educational institutions and business schools.

Investment

Growth Business

SEPTEMBER 14, 2023

Type of VCT: Specialist Areas of focus: Media, education and entertainment firms Average investment: None stated How do I apply? Via the Contact Us page Mercia Asset Management [link] Northern VCTs – Northern Venture Trust, Northern 2 VCT, Northern 3 VCT Launched in 1995, Mercia is one of the biggest asset finance management firms in the UK.

Capital

The TRADE

DECEMBER 22, 2023

Lastly, as active management becomes more relevant again, so too the impact a buy-side trader can have on the investment process; gone are the days of execution only dealers.  In Q3-Q4 of 2023, there was an emphasis on the cost of collateral and the strategies firms use to efficiently utilise their asset portfolios for collateral purposes.

Trading

Mergers and Inquisitions

MARCH 8, 2023

at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. CME Group Educational Materials – Market updates and overviews on all commodities. Start in trading and pivot into commodities. The King of Oil – Biography of an infamous billionaire oil trader.

Funds

The TRADE

MAY 24, 2024

While fingers of blame are being pointed in each direction, the bottom line is asset managers are now facing operational challenges, the notion of pre-funding trades and balancing settlement security with best execution obligations. One of the biggest talking points for asset managers and their custodians is liquidity.

Trading

Focus Investment Banking

APRIL 1, 2024

FOCUS represented CMI Management throughout this transaction process. Founded in 1986 by husband and wife, Abe and Azzi Abraham, CMI is an award-winning provider of turn-key facilities management services to Federal agencies including highly sought-after clients such as the U.S.

Investment Banking

The TRADE

OCTOBER 11, 2024

The key is to educate [our] internal users and explain that they shouldn’t get spooked because, when it comes to the analytical path, the potential is there.    How is AI already having a positive effect on trading processes? For example, AI models are not good at math – that’s just not what they’re trained to do.

Capital Market

The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner. Because they largely contradict each other.

Trading

Peak Frameworks

SEPTEMBER 19, 2023

Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S., Strategies include: Continued Education: Courses, certifications, or specialized programs. Mastery of Financial Regulations and Compliance: The financial world is heavily regulated.

Finance

Software Equity Group

SEPTEMBER 19, 2023

For example, some time after their acquisition by Thoma Bravo, iOFFICE (a former SEG client) and SpaceIQ were separate companies offering similar solutions in workplace experience and asset management software. They became the clear leader in their space when they merged into a single entity.

Mergers and Acquisitions

Software Equity Group

AUGUST 20, 2024

Notable transactions include the January 2024 acquisition of $54 million EV Damstra Technology, a provider of integrated workplace management software and related mobile applications for businesses worldwide. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment

M&A Leadership Council

OCTOBER 22, 2023

Functions that may be outsourced include employee records and pay (HRIS and payroll systems), sales and service (CX software), customer billing (ERP and finance systems), and procurement (supply chain and asset management systems). Retaining these vendors may be critical to the success of the merger.

Mergers

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. This has given rise to a fierce battle for mass affluent clients in which they are presented with many more options to choose from.

Management

The TRADE

JULY 30, 2024

It’s going to disrupt the traditional mutual fund market and I truly believe it’s going to position ETFs as the wrapper of choice for managers,” says Chris Gooch, head of ETF/index sales and business development, EMEA at Citi.

Retail

Software Equity Group

OCTOBER 3, 2023

This includes educating employees on the risks of cyber threats, how to identify and avoid phishing attacks, and how to report security incidents. Specific sectors like IWMS (Integrated Workplace Management Systems) and EAM (Enterprise Asset Management) are indispensable components of the broader DX initiative.

M&A

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration

Software Equity Group

MARCH 7, 2024

About Aptron Corporation Aptron develops, markets and supports ERP systems for colleges, universities and other educational organizations. About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online.

Collaboration

CNBC: Investing

JUNE 10, 2025

Worldwide Exchange pick: RTX Kevin Mahn of Hennion & Walsh Asset Management said RTX is his top pick in the aerospace and defense sector. Investors are looking for opportunities in defense stocks. They also search for opportunities in China, as trade talks with the U.S.

Trading

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. Since its inception, the CFPB has had a significant influence on the financial market through its regulatory oversight, enforcement actions, and consumer education initiatives.

Financial Institution

Mergers and Inquisitions

OCTOBER 11, 2023

But if you are just interested in “ commercial real estate ,” I wouldn’t recommend these jobs because they require significant education and some type of licensing exam, and the pay is still not great (architect salaries are also in the $50K – $100K range). However, you do not necessarily need full-time experience (i.e.,

Private Equity

CNBC: Investing

JULY 22, 2025

And it probably, in the background, has helped people feel a little bit better about buying some of these wealth managers, asset managers, money center banks at an elevated price-to-book over what they would have paid five years ago when they were being regulated like utilities.

Stock

The TRADE

APRIL 11, 2025

.” Liao brings 15 years of macroeconomic research, trading and portfolio management experience to the new role, and before joining Cboe, she worked as a portfolio manager at CQS Asset Management. Prior to this, she was also the founder and manager of derivatives-focused hedge fund, Watercourse Macro Found.

Portfolio Management