Berenberg’s Post

BGL is pleased to welcome David Koch as its newest Managing Director. Based in New York City, David will lead the firm’s activities in Equity Capital Markets (ECM) and will co-lead our Capital Markets Group alongside Jason Sutherland, who leads the firm’s Debt Capital Markets (DCM) team. BGL’s Capital Markets Group will offer an enhanced suite of solutions addressing corporate financing needs across client capital structures and lifecycles. David has more than 23 years of investment banking experience and has spent his career executing equity and equity-linked transactions across the U.S. and Europe in all sectors and industries. His knowledge and experience expand BGL’s in-house equity capabilities and enables the firm to bring new equity capital markets products, capital formation solutions, and advisory support to all of our clients.   “BGL is dedicated to continually providing new product offerings for our clients,” said BGL’s Executive Committee. “David brings an exciting and valuable skill set to our firm, and our expanded in-house equity capabilities will enable us to help our clients achieve their goals on an even more comprehensive level moving forward.”   To learn more about David and how his experience expands BGL’s in-house capabilities, read our full press release: https://lnkd.in/dZWxjjBc #InvestmentBanking #MergersAndAcquisitions #CapitalMarkets #MiddleMarket #EquityCapitalMarkets

JT Capital Strategic Income Fund: Our Unfair Advantage 4 of 5 of our unfair advantages Our Niche - Reduced Competition We invest $3 to $7M in institutional assets and have access to the same deals as large institutional funds such as BlackRock and Blackstone, but they don’t compete with us as their minimum check size is $10 to $20M, and have a 6 month process to procure. We have carved out our blue ocean, making our competition irrelevant. #niche #competition #passiveincome #finance #marketinsight #institutionaldeals #riskmanagement #realestate

Another important Bloomberg News piece by Laura Benitez and her colleague Silas Brown, another "not so fun" fact about #privatecredit ... Obviously *private* credit is not liquid (as the name makes plain) and selling your stake in the secondary market can be tough. It's made tougher by the fact that the fund manager (general partner) can block you from selling to a willing buyer (a competitor of theirs) if they're not "whitelisted." From the article: "While secondary sales have been increasing of late, restricted-buyer lists threaten to hobble efforts to make private credit more liquid. Giant insurance and pension firms have been piling into the asset class recently, prompting worries at the Bank of England, European Union and International Monetary Fund about how easily they’d be able to sell out of their exposure in a crunch." “We’re definitely seeing more activity in private credit secondaries as investors look to exit due to needing more liquidity, or because they realize they were overallocated,” says Madelyn Calabrese a partner at law firm Haynes and Boone, LLP" Could the move to retail be motivated by creating exit doors for over-allocated institutional investors?

I’m glad to share that I recently completed Financial Market and Investment Banking Experience Programs under Finlatics! These programs helped me gain deep insight and experience in domains like portfolio management, private equity, capital venture, investment banking and data-driven research. #financialmarkets #investmentbanking #finlatics #fincrux

Join Julian Marks, CFA - managing director, head of hybrid bonds at Nomura Asset Management who will speak at next week's Fixed Income Market Focus event in London in a session titled 'Corporate Hybrid Bonds – the best of both worlds' where Julian will look to explain what corporate hybrid bonds are and why they are currently attractive. Secure your place today to gain insights from Julian and a variety of other fixed income fund managers: https://lnkd.in/dXZ_eBMt #bonds #financialservices #markettrends #investmentmanagement #investors #fixedincome #investmentweekevents #investmentweek

Join Mark Benbow, Portfolio Manager at Aegon Asset Management as he delivers a session at the Fixed Income Market Focus on 18 June titled 'High Yield: Unlocking Opportunities & Avoiding Pitfalls'. As the economic outlook evolves, what lies ahead for the high yield market? Can the strong performance persist? Elevated yields are attractive, but slowing economic conditions present challenges. Mark Benbow will share actionable insights on how to uncover opportunities and avoid pitfalls in the high yield market. Register your place now: https://incm.pub/3x5DpeW #Investing #HighYield #Finance #FinServ #FixedIncome #InvestmentWeek Alexander Beck, CAIA Neil Sharp

Did you miss our latest prudential webinar which focused on the capital markets space in 2024? On 5th March 2024, we hosted another helpful webinar for all firms within the Prudential & Capital Markets sectors, including, hedge funds, private market managers, corporate finance firms, broker-dealers, and other investment management firms. The webinar covered the key prudential initiatives and reforms hitting firms and compliance departments in 2024, with a specific focus on the capital markets sector. If you missed the registration deadline or were unable to attend on the day, you can view the full webinar recording on demand via our website. In this webinar, we covered: - Financial Resilience – What’s next for firms? - MIFID investment firms: The story so far and where we’re heading? - Areas in focus: Personal Investment Firms - Areas in focus: Other non-MIFID firms - Q and A Register to access the full webinar recording here https://lnkd.in/eWnaucFh #cosegic #webinar #webinarrecording #prudential #financialcompliance #compliance #capitalmarkets #MIFID  

Corporate Hybrid Bonds – the best of both worlds🌎 Join Julian Marks, CFA, Managing Director, Head of Hybrid Bonds at March's Fixed Income Market Focus at Nomura Asset Management. In this session Julian Marks will look to explain what corporate hybrid bonds are and why they are currently attractive. Register for free here: https://lnkd.in/e5snjNu2 #fixedincome #marketfocus #fundinvestment #hybridbonds

Thrilled for this launch with Nuveen, a TIAA company. We are witnessing an important transformation in the asset management industry as the demand for scalable personalization and tax management across asset classes increases the pressure to innovate. Nuveen's Tax Advantaged Balanced portfolio, powered by Brooklyn Investment Group, was created to address the needs of investment advisors at the very heart of that transformation. This novel multi-asset, multi-sleeve direct indexing solution in a single custodian account helps advisors unlock tax alpha, deliver an engaging client experience, and boost growth. Big thanks to Mike Perry and Charles Graves, CFA at Nuveen, and Bryan Dori and Matthew Caulfield at Archer for the partnership. #fintech #assetmanagement #directindexing #taxlossharvesting #brooklyninside