The TRADE

DECEMBER 1, 2023

Justin Llewellyn-Jones, head of capital markets, North America (equities, FX and derivatives) and chief product officer for capital markets at fintech firm Broadridge has announced his departure after more than four years with the business. The post Broadridge capital markets head to depart appeared first on The TRADE.

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The TRADE

APRIL 22, 2024

BMO Capital Markets managing director and co-head of electronic trading has left the bank, The TRADE can reveal. Wald is departing after four years in his most recent role, according to an update on his social media. The post BMO Capital Markets co-head of electronic trading departs appeared first on The TRADE.

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The TRADE

APRIL 29, 2024

Joe Wald, BMO Capital Markets’ managing director and co-head of electronic trading left the bank, departing after four years in his most recent role, according to an update on his social media. The post People Moves Monday: Investec, BMO Capital Markets and BNP Paribas AM appeared first on The TRADE.

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The TRADE

AUGUST 5, 2024

RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London. According to an update on her social media, Nina Marsh has been appointed manager of dealing at the buy-side firm after spending the last two years as a senior dealer at the firm.

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CNBC: Investing

JUNE 13, 2025

"If Zscaler can reach $5B in ARR over the next ~2.5 years (by FY27), we believe shares will begin to trade at parity with CRWD."

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The TRADE

JULY 10, 2025

Natalie Khoury has joined Goldman Sachs as an Asia equity sales trader, based out of New York. She joins from Berenberg Capital Markets, where she had been working as an equity sales trader for the last year. Prior to this, Khoury spent an eight-year stint at BlackRock.

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CNBC: Investing

JUNE 18, 2025

More In Analyst Calls JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50% Alex Harring RBC Capital Markets downgrades this solar stock following sell-off Alex Harring The tech-heavy 'QQQ' is near a new record. Of the 41 who cover it, 26 have a buy or strong buy rating, according to LSEG.

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CNBC: Investing

JUNE 18, 2025

" More In Analyst Calls RBC Capital Markets downgrades this solar stock following sell-off Alex Harring Guggenheim lifts Oracle price target to highest on the Street Alex Harring The tech-heavy 'QQQ' is near a new record. "However, nCino is undergoing a transition year with a lot of uncertainties."

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The TRADE

SEPTEMBER 5, 2024

A Citadel equity trader and senior associate has left the firm to join Ilex Capital, The TRADE can reveal. According to an update on his social media, Jack Boland has joined Ilex Capital in a US equity trading and global equity capital markets role.

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Intrepid Banker Insights

SEPTEMBER 28, 2023

Intrepid Investment Bankers Between the Lines: Navigating Hard Knocks in the Capital Markets Intrepid Capital Advisory MARKET MOMENTS THAT MATTER The return of football season is upon us, bringing nonstop action on both sides of the ball. While offense grabs the headlines, everyone knows that defense wins championships.

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CNBC: Investing

JULY 8, 2025

" "With a superior capital arsenal, strong loan growth momentum, exposure to a potential 2H capital markets recovery -- plus the potential for net interest income upside surprises -- we think KEY is poised for EPS upgrades and multiple expansion, particularly on TBV [tangible book value].

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OfficeHours

AUGUST 10, 2023

We are excited to invite you to our upcoming webinar, a unique opportunity to gain insights from an industry professional who transitioned successfully from being an M&A Investment Banking Analyst at RBC Capital Markets into a Senior Strategy Analyst at The Walt Disney Company.

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CNBC: Investing

JULY 10, 2025

"It's a really interesting part of the market, it's a group with high growth, improving prospects and has not participated in this market rally," Snider said about names like Apollo Global , Ares Management , Blackstone and Carlyle.

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CNBC: Investing

JUNE 11, 2025

Price targets at both BMO Capital Markets and Deutsche Bank are also at $200. " Jefferies maintains buy rating, lifts price target to $200 from $190 Analyst Brent Thill's forecast is nearly 13% above Oracle's Tuesday closing price. "ORCL trades at 31x CY26 GAAP EPS vs MSFT at 29x.

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CNBC: Investing

JULY 10, 2025

Analyst Justin Patterson upgraded shares of the streaming platform to overweight from sector weight. His $115 target on the stock suggests potential upside of 29.8%. "Roku is benefiting from a combination of secular drivers, monetization initiatives, and an expense 'self-help' story," Patterson wrote in a note to clients.

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The TRADE

OCTOBER 25, 2024

Elsewhere in his tenure at NatWest Markets, he worked as a US rates strategies. Roberts announced his appointment in a social media post. Gassner joined the firm from RBC Capital Markets, where she served in the same role for three years prior to the move.

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The TRADE

JUNE 5, 2024

“BlackRock is proud to be a founding investor in the Texas Stock Exchange to increase liquidity and improve market efficiency for BlackRock’s clients and other investors in the US capital markets,” said a BlackRock spokesperson.

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OfficeHours

OCTOBER 11, 2023

Her desire for new ideas led her to Y Combinator ‘s startup school, where she honed her entrepreneurial skills, which she’s most recently deployed on her social media platform ‘ Money Mavericks ’, aimed at anyone trying to break into finance. Yes, I’m interested! The post 10-11-2023 Newsletter: How to win in Investment Banking?

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Intrepid Banker Insights

JANUARY 22, 2025

Amidst these challenges, the private capital markets are shaping up for a very busy year.

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CNBC: Investing

JULY 1, 2025

Industrials and tech take up the lion's share of our list at a combined 40% exposure out of all 11 sectors: Top Industries: Software, Capital Markets, and Aerospace and Defense have been the strongest industries for the first half of 2025: Crypto was another theme within our list that had a great June.

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The TRADE

OCTOBER 2, 2023

According to an update on his social media, Chesterton joined Balyasny from Capstone Investment Advisors after nearly a year and a half, most recently serving as vice president, portfolio finance and treasury trading. Axis Capital Markets appointed Lewis Jones in an institutional sales and trading role.

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The TRADE

MARCH 19, 2024

Read more: Saudi Exchange makes push into algo and high frequency trading In a social media post Noelle Al-Jaweini, acting chief of derivatives, congratulated Yazaid H. Over the past year, Saudi Exchange has seen a number of key developments within its franchise.

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The TRADE

APRIL 11, 2024

“Nathalie brings with her a wealth of experience in sales trading, having spent 12 years at Credit Suisse as director of electronic sales trading covering Europe hedge funds,” said Nicolas Rivard, head of cash equity and data services at Euronext, in a social media post.

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The TRADE

MARCH 4, 2024

Among those to have responded have been the International Capital Market Association (ICMA), International Securities Lending Association (ISLA) and the Association of Global Custodians (AGC). In addition, the move was put into the context of a possible shift to T+1 in Europe, along with the Capital Markets Union.

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The TRADE

APRIL 10, 2024

Read more: LedgerEdge closes three years after launch “As many of you know, Brian is a proven multi-asset trader and trading technologist with valuable asset management and capital markets experience,” said Stephen Berte, president at BIDS Trading, in a social media post.

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CNBC: Investing

JUNE 13, 2025

The investment bank initiated coverage of the thermal management stock with an overweight rating and a $125 per share price target, implying about 29% upside from Thursday's $97.07

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The TRADE

JULY 25, 2023

According to an update on his social media, Taitz joins buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

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The TRADE

JANUARY 8, 2024

Tamou joined the quantitative and systematic investment manager as a quantitative trader after most recently serving as an equity trader at RBC BlueBay for nearly three years, according to an update on his social media. He originally joined the asset manager as an investment operations analyst in 2020.

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CNBC: Investing

JUNE 26, 2025

The bank upgraded shares of the packaged foods company to an outperform rating from sector perform. Analyst Nik Modi did lower his price target to $63 per share from $67, but that still implies upside of 24%.

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Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

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The TRADE

JUNE 14, 2024

“The Panel is an independent statutory body, set up to provide advice and challenge from the point of view of financial market participants, and in order to provide input to the FCA to help it in meeting its strategic and operational objectives,” Aquis Exchange said in a statement on social media.

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Global Newswire by Notified: M&A

JUNE 25, 2025

Morgan Securities LLC, RBC Capital Markets, Vestra Advisors, and Wells Fargo served as financial advisors to New Home. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal counsel to New Home. Moelis & Company LLC acted as exclusive financial advisor to Landsea Homes. Landsea Homes Corporation New Home Co.

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CNBC: Investing

JULY 10, 2025

ASSUMPTIONS MADE WITHIN THE ANALYSIS ARE NOT REFLECTIVE OF THE POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC" TO THE END OF OR OUR DISCLOSURE. Click here for the full disclaimer.

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The TRADE

DECEMBER 5, 2023

“We are embarking on the exciting endeavour of fostering transparency and access to market data for all stakeholders by contributing to the European Commission’s project to develop the Capital Markets Union.

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OfficeHours

JUNE 6, 2023

An IPO provides liquidity and visibility for the company, allowing it to access public capital markets for future growth. In contrast, private equity firms often look for strategic buyers who are interested in acquiring the portfolio company to enhance their own operations or expand into new markets. and how our process works.

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Accenture Capital Markets

DECEMBER 2, 2024

More recently, the media have also been paying more attention to retirement-related topics, bringing them to the forefront of participants’ minds. The post Building trust in retirement through engagement appeared first on Accenture Capital Markets Blog.

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The TRADE

JULY 3, 2023

Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. He departed after spending the last two years as Liquidnet’s co-head of EMEA trading, according to an update on social media. Clear Street also named Ryan Gerety as managing director, investment banking.

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