Neuberger Berman’s Post

Listen to podcast: https://lnkd.in/exxyi4ZN Tom Alford (TMI) invites Nicolas Cailly (Societe Generale Corporate and Investment Banking - SGCIB) to share his thoughts on the burgeoning role of real-time payments in treasury. Real-time payment mechanisms growing at scale around the world, yet business use is relatively limited compared to consumers, how can this ’cause for pause’ amongst treasurers be resolved? Our guest explores to what extent treasurers are both ready and willing to overcome adoption and technical issues to adopt secure real-time payments, and shares his key action points for treasurers to leverage them to their full potential. #treasury #treasurymanagement #corporatetreasury #payments #societegenerale

Following the outperformance, relative to expectations, of recent earnings results from big banks, Senior PM Cheryl Pate, CFA joined Bloomberg Radio to highlight actionable investment opportunities with J.P. Morgan and Wells Fargo, her bank earnings outlook, and a barbell approach to consider in this environment. “The business models that likely work best in this environment tend to skew towards the large-cap banks, where we have a bit of a balance between a strong consumer still, and then on the smaller side of the spectrum, where community banks may be the only banks in town and continue to benefit from deposit flow stabilization.” Cheryl also expects M&A to accelerate in 2024, particularly in the banking sector, and sees compelling risk-reward opportunities in credit given the continued dislocation in the sector. For more, listen to the full segment starting at the 3:20 mark here: https://bit.ly/3PZLpn9 Click here for additional important information: https://bit.ly/3MnrpKb

Risks and opportunities with the dip in rates. Hear what the experts have to say…. Do you have your playbook? #communitybank #banks #creditunion #mortgagelending #mortgageprofessionals

🎙 Season 6 of #CurrencyCast is over, now we take a break for the holidays to reflect on how 2023 and the economy have impacted finance teams. 🌟 This season, we welcomed many interesting guests, experts in the finance space from different backgrounds, to discuss a wide range of treasury and currency management topics. Thank you Mauricio Prieto, Mario Gavira, Patrick Kunz, FRM QT, Francisco De Barros, Sean O'Connor! 💼 We'll be back in January to kick off Season 7 and the new year by talking about 2024 currency management trends with François Masquelier. Tune in on the 17th of January to discover what CFOs and Treasurers will focus on next year to prepare a foolproof currency management strategy. #financepodcast #2024trends #cfoinsights #treasurymanagement #fxrisk #automationsolutions

Should investors be concerned about Regional Banks? PIMCO has some concerns, but we have a different take. I explain our thesis in this clips from a recent podcast with Adam Muller and Jay Coulter, CFP®, CIMA®. Opal Capital #banking #investing

What a year! We say goodbye to the second year of #CurrencyCast with 3 amazing seasons and great guests 🌟 It's such an insightful resource for any finance professional who wants to know more about currency management and treasury. If you haven't listened to it yet, go check it out 🎧 📅 And mark the date in your calendars, we'll be back on the 17th of January with Season 7! More info below 👇 #financepodcast #cfoinsights #treasurymanagement

🎙 Grateful for the CurrencyCast Journey. Excited for the Next Chapter! 🌟 Working alongside a stellar team has been both fulfilling and enlightening. As we conclude this season, I look forward to sharing our successes and eagerly anticipate the next chapter. Exciting times lie ahead, and I can't wait to unveil what's in store! 🚀 📅  We'll be back on the 17th of January with Season 7! More info below 👇 #CurrencyCast #TeamGratitude #NextChapterExcitement #CurrencyManagement #FinanceTrends #PodcastInsights 

Friday wrap up with Isaac Lim (林子平）, CMT, CFTe once again as we zoom in specifically into the fundamentals and fundamentals of two our local banks post earnings release... and what they are so contrasting. We also found sometime, since time permitted, to see what story the charts are telling us... #singapore #sgx #sti #stockmarket #earnings #technicalanalysis #fundamentals #dbs #uob

Podcast alert!  Listen to Jeff Holy from Westlake Chemicals discuss with Bank of America's Brittany Marten and Bruce Meuli how they use on-behalf-of structures and the payment factory concept to help efficiently manage the growing number of intercompany transactions. 

Latest Street Talk podcast — Unpacking the largest bank deal in ’23, private equity involvement in bankland — Banc of California's plans to acquire PacWest Bancorp, the largest bank deal thus far of 2023, offers some hope that a rebound in #bank M&A could be on the horizon, but advisers acknowledged that the unique nature of the transaction makes it stand apart. In the episode, Yizhu Wang and Zoe Sagalow of the S&P Global Market Intelligence's news team highlight discussions with bank deal advisers, including Matthew Veneri and James Stevens. The advisers, both investment bankers and attorneys, discussed whether the deal will pass #regulatory muster, the potential for further private equity involvement in the bank space and the outlook for bank M&A activity. #dealmaking #privateequity #raterisk #bankdeals https://lnkd.in/gw4Y23G6