The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products.

Sale 64

Sale Management Trading Equities 64

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

JULY 8, 2024

Elsewhere during his tenure at AB, Chin served as head of quantitative research and chief data scientist, alongside serving as the firm’s chief risk officer for more than a decade. Brokerage business MIT SIM appointed Neil Terence O’Connor as equity trader. As part of his new appointment, Chin will be based in New York.

Bank 64

Bank Banking Asset Management Equities 64

The TRADE

DECEMBER 11, 2023

“The lack of regulated trading venues is materially hampering the growth of the crypto derivatives trading market,” said Jeremy Punnett, M&G portfolio manager. LCH DigitalAssetClear will focus on counterparty credit, risk management, and the settlement needs of the digital asset derivatives market as institutional products develop.

Investment 52

Investment Funds M&A Trading 52

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

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Broker Asset Management Trading Funds 114

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis. Options Trading In the world of options trading , combinations also play a pivotal role.

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Finance Finance Portfolio Management Portfolio 52

Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. These complex instruments enable investors to hedge risks, speculate on future price movements, and exploit arbitrage opportunities.

Private Equity 52

Private Equity Portfolio Management Investors Risk Management 52

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. Skip Navigation Markets Pre-Markets U.S.

IT 65

IT Portfolio Stock Investment 65

Peak Frameworks

SEPTEMBER 12, 2023

The choice depends on the nature of the portfolio and the objectives of the risk management exercise. Applications of VaR VaR is not just a theoretical concept; its practical applications are wide-ranging: Portfolio Management: Helps in understanding potential risks and tailoring portfolios accordingly.

Private Equity 52

Private Equity Portfolio Risk Management Finance 52

The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. It’s about risk management philosophy and methodology,” explains Papanichola. Pete Papanichola has had an unconventional and extensive career so far.

Trading 59

Trading Capital Funds Investment 59

Razorpay

DECEMBER 15, 2024

It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

Bank 52

Bank Banking IT Management 52

The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

Broker 69

Broker Funds Bulge Bracket Bank 69

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It One of our protocols – Rebalance, our dealer-to-dealer electronic business – is suited for that.

Trading 59

Trading Investors Portfolio Investment 59

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. They tend to distribute their interest rate risk by creating smaller swaps and distributing them in the market through an inter-dealer broker.

Financial Institution 91

Financial Institution Bank Banking Financial Modeling 91

Mergers and Inquisitions

MARCH 5, 2025

Finally, there are also newer/startup biotech hedge funds, often spun off from existing multi-managers. Two examples include Vestal Point (led by a former Point72 Portfolio Manager ) and Cutter Capital (former Citadel investors). There are dozens of other funds in this size range, but this is enough to get you started.

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Funds Healthcare Mergers and Acquisitions Valuation 64