Brian DeChesare

MAY 11, 2022

There are few topics as heated as age and investment banking. But unlike other controversial topics – crypto, the CFA, or social media censorship – this one rarely generates long-running online arguments. What should I do with my life if I’m too old for banking?”. Do I have any chance if I’m above the age of X?

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Brian DeChesare

MARCH 2, 2022

As investment banking recruitment has moved up earlier – especially in the U.S. These factors have made the off-cycle investment banking internship a popular strategy for many students. Unfortunately, this topic is tricky to discuss because “off-cycle” means something different in Europe vs. the U.S. France or Germany ).

Banking 59

Banking Start-ups Finance Equity 59

Reynolds Holding

NOVEMBER 28, 2022

Policy discourse on this topic has centered around which – rather than whether – financial regulators should be in charge of crypto trading. SIPC-type protections (and FDIC-like protections where banks were involved) would ensure that investors would not lose their coins or cash if their providers failed. In the U.S., and in many U.S.

Finance 145

Finance Banking Marketability Treasury 145

Viking Mergers

FEBRUARY 27, 2023

Banking Fees All banking fees you incur in a tax year can be written off. Some examples include extending credit to customers or clients or loaning money to employees, clients, suppliers, distributors, or other vendors. You can claim bad debt on your Schedule C, Form 1040.

Start-ups 130

Start-ups Banking Marketability Technology 130

Brian DeChesare

DECEMBER 14, 2022

One topic that I’ve never fully explained on this site is the investment banking target school. And why do banks focus so heavily on a few schools? Definitions: What are “Investment Banking Target Schools”? Investment Banking Target Schools by Region and Level.

Banking 52

Banking Finance Start-ups Corporate Finance 52

Brian DeChesare

APRIL 6, 2022

Ask anyone joining a large bank which group they’re most interested in, and consumer retail investment banking is a likely answer. The benefits of the group are almost like the benefits of getting into investment banking : brand/prestige, technical skills, and exit opportunities. public transportation where it exists).

Banking 96

Banking Start-ups Equity Marketability 96

Appraiser Newsroom

JUNE 27, 2022

Topics covered include: ethics, competency, primary roles of an appraiser, approaches to value, market types and layers, basic research concepts, recognizing jewelry manufacturing methods and their influence on the appraisal process, introduction to methods of data collection and analysis, and minimal reporting standards.

Appraisal 52

Appraisal Banking Marketability 52

Brian DeChesare

JUNE 26, 2023

But the online complainers were still unsatisfied, and I made a bad decision in response to these complaints in 2014. Very Bad Decision: Instead of just dropping the “Advanced” training, I created and updated it within the main financial modeling course and added new topics, such as spin-off M&A models.

Start-ups 59

Start-ups Equity Banking Finance 59

Brian DeChesare

FEBRUARY 16, 2022

One of the more controversial industry groups is public finance investment banking. The controversy starts with the name: Is public finance “really” investment banking? You could argue this either way, but the short answer is yes , public finance still counts as investment banking. more limited exit opportunities).

Finance 65

Finance Banking Equity Marketability 65

Musings on Markets

DECEMBER 15, 2021

At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at NYU or take the shorter online versions on my website. As we get ready for the spring, I am excited, perhaps more so than usual, because I hope to finally be in a real classroom, instead of online, for my classes.

Corporate Finance 56

Corporate Finance Finance Start-ups Technology 56

Appraiser Newsroom

JULY 5, 2022

Don’t miss these industry experts presenting our Real Property sessions*: Mitch Helman oversees AuctionTime.com, a global online auction platform for construction, agriculture, and transportation assets. Jeff joins Consolidated Analytics after a recent stint as Director, Valuation Policy for UBS Bank.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Reynolds Holding

FEBRUARY 1, 2024

Few topics in the corporate and securities law literature are as controversial as securities class actions – that is, actions in which shareholders of public firms seek to collectively obtain compensation for damages resulting from false or misleading statements in corporate disclosures. National Australia Bank Ltd.

Marketability 59

Marketability Firm Value Banking 59

Brian DeChesare

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Banking 52

Banking Finance Start-ups Equity 52

Brian DeChesare

AUGUST 10, 2022

With the possible exception of FIG , oil & gas investment banking generates the highest number of panicked emails and questions. But before delving into the exit opportunities and the long-term outlook, let’s start with the fundamentals: Oil & Gas Investment Banking Defined. Recruiting into Oil & Gas Investment Banking.

Banking 82

Banking EBITDA Dividends Equity 82

Brian DeChesare

JANUARY 13, 2022

If you’ve been reading this site for a long time, you probably thought that I’d never return to the topic of investment banking fitness. The large banks think they might return to the office “eventually.”. The challenge is that the conditions in investment banking are awful for staying fit. After all, what’s different?

Banking 59

Banking Start-ups 59

Reynolds Holding

DECEMBER 18, 2022

These include: If a bank had a contract with a client to provide them with a bank account and personal loan, the bank would be able to use the client’s personal data to check whether they are eligible for a better type of loan without needing to obtain additional consent. Recently, a number of U.S.

Banking 45

Banking Compliance Start-ups Technology 45

Brian DeChesare

SEPTEMBER 20, 2023

Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk. In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

Brian DeChesare

APRIL 12, 2023

Over time, investment banking recruiting has become more impersonal with developments like HireVue interviews , online tests, and recruiters conducting the initial screens. At some banks and groups in the U.S., OK, But Why Do Investment Banking Assessment Centers Exist?

Banking 64

Banking Equity Start-ups Enterprise Value 64

Musings on Markets

JULY 13, 2022

Source: Spreadsheet with country risk premium data (Damodaran Online) If you compare the numbers in this picture to the equivalent one that I reported at the start of the year, you can see the surge in risk premiums across the board, starting with a higher base premium (6.01%, up from 4.24%) for the US and higher spreads for country risk.

Risk Premium 81

Risk Premium Risk-free Rate Start-ups Equity 81

M&A Leadership Council

JUNE 12, 2023

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Bank payments joint venture, where he was responsible for development and operations of highly secure payment systems. Previously as CIO of JPMorgan-U.S. More info HERE.

Start-ups 52

Start-ups Technology Compliance Banking 52

Brian DeChesare

AUGUST 24, 2022

A long time ago, the investment banking weekend trip was a rite of passage. If you came across as personable and knowledgeable in these meetings, you would gain an advantage in winning interviews and job offers – and you might even get to visit the bank’s office briefly. The Step-by-Step Process for Investment Banking Weekend Trips.

Banking 87

Banking Start-ups 87

Reynolds Holding

AUGUST 17, 2022

6] In particular, the CFPB pointed to: (1) the CFPB’s and FTC’s 2019 action against Equifax; (2) the FTC’s 2016 action against online check processor Qchex; (3) the FTC’s 2012 suit against the hospitality company Wyndham; and (4) the FTC’s 2022 action against the operators of CafePress. ENDNOTES. [1] 10, 2022), available at [link]. [2]

Finance 45

Finance Marketability Technology Banking 45

Reynolds Holding

SEPTEMBER 26, 2022

The SEC will continue to focus on investor education and outreach that addresses diverse and underserved communities as well as on emerging and popular investment topics. The SEC will examine strategies to better prepare for and address systemic and infrastructure risks in the capital markets.

Technology 45

Technology Marketability Equity Compliance 45

Brian DeChesare

FEBRUARY 22, 2023

With other topics – such as “ target schools ” or “ elite boutiques ” – few people use the terms in-person. The best example of a sell-side firm is an investment bank across most industry and product groups , such as healthcare , technology , and M&A. see below).

Finance 125

Finance Marketability Banking Corporate Finance 125

Musings on Markets

JANUARY 29, 2021

As you undoubtedly know, the last few days have been filled with news stories of how small investors, brought together on online forums, have not only pushed up the stock prices of the stocks that they have targeted (GameStop, AMC, BB etc.), Social media has made it easier to get crowd input (online), and precipitate crowd actions.

Start-ups 52

Start-ups Marketability Banking Finance 52

Brian DeChesare

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. A long time ago, hardly anyone knew about search funds or search fund internships.

Banking 52

Banking Equity Start-ups Private Equity Firm 52

ThomsonReuters

JANUARY 29, 2024

Jump to: The big picture Why this issue matters Understanding ESG auditing The big picture Climate change can be a tricky topic to discuss, but there’s no doubt that a great many businesses are having to discuss and account for climate risk. However, advancements in technology can make an impact on your firm’s profitability.

Start-ups 52

Start-ups Treasury Technology Banking 52

Audit Board

APRIL 6, 2023

Risk culture and appetite shape the decision-making processes of banks and fund managers, which would have their own research departments. In this age of free-flowing information online, there is no shortage of reports on geopolitics and economics to keep up with. Subject matter experts can be engaged to weigh in.

Banking 52

Banking 52

Musings on Markets

OCTOBER 19, 2021

The disclosure rules for banks and insurance companies require them to reveal the credit standing of their loan portfolios and their regulatory capital levels to investors and the public. does the retention rate get better or worse as subscribers get older), and trends across time, as subscribers stay on the platform.

Start-ups 70

Start-ups Banking Marketability Technology 70

Brian DeChesare

OCTOBER 12, 2022

If you search for “how to start a private equity firm” online, you’ll find results that range from useless to tangentially useful to occasional nuggets of real wisdom. We have detailed articles on all these topics (click the links), so I don’t want to waste time re-explaining them.

Private Equity Firm 59

Private Equity Firm Equity Start-ups EBITDA 59

FE International

MARCH 14, 2018

In recent years, we have noticed an increase in the number of online entrepreneurs entering the app space. Just like any online business, apps of all kinds require special considerations when it comes time to sell. This is more specific than our previous pieces such as how to value an online business. How to Value an App.

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Brian DeChesare

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Banking 52

Banking Start-ups Private Equity Firm Equity 52

Reynolds Holding

FEBRUARY 1, 2023

billion acquisition of First Horizon, announced in February 2022, was the banking sector’s largest transaction by a wide margin and only a small number of other transactions exceeded $1 billion in deal value. This provided a sharp contrast to 2021, when a number of large bank deals were announced, including the Bank of Montreal’s $16.3

Finance 45

Finance Equity Technology Banking 45

Reynolds Holding

DECEMBER 5, 2022

Both claims were dismissed, but the court’s opinions spoke to the increased risks posed by cybersecurity threats, characterizing cybersecurity as a “mission critical” risk for online providers. In addition, the E.U.’s s Markets in Crypto-Assets regulations are expected to come into effect in 2024, and proposed legislation in the U.K.

Technology 66

Technology Banking Compliance Finance 66

Reynolds Holding

MARCH 27, 2023

July 28, 2022): In this action, plaintiffs alleged that a bank announced an initiative requiring that fifty percent of interviewees be diverse for most U.S. June 15, 2022): In at least one action, investors challenged corporate commitments on ESG- related topics. Gibson Dunn represented an individual defendant in this matter.

Technology 59

Technology Start-ups Compliance Finance 59

Reynolds Holding

JULY 29, 2022

As a result, shareholders were presented with more proposals on a wider range of topics with which they disagreed, with overall levels of voting support dropping notably. At the same time, recent amendments to Rule 14a-8 had only a very minor impact on shareholder submissions. Top Shareholder Proposals Submitted to Public Companies.

Equity 98

Equity Dividends Banking Finance 98