Brian DeChesare

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list.

Banking 101

Banking Start-ups Finance Equity 101

Reynolds Holding

DECEMBER 13, 2022

The topic of human rights is of major concern among many stakeholder groups, spanning the public, private, and social sectors (e.g., Human rights issues present material risks to not only companies, but also to institutional investors, as reputational as well as regulatory and litigation risks, can impact both companies and their investors.

Compliance 56

Compliance Equity 56

Brian DeChesare

DECEMBER 21, 2022

But let’s start with my favorite topic: “ranking” banks, schools, and maybe a TV series or three. Any of the ones on that list with “hung debt” (debt that could not be sold initially and had to stay on banks’ Balance Sheets), such as Citrix, will probably not do well. And most of the core topics have been covered to death.

Banking 85

Banking Start-ups Finance EBITDA 85

Brian DeChesare

AUGUST 10, 2022

You do not need to be an “expert” in the technical details of oil & gas, but you should know the following topics: The different verticals and how the business models, drivers, and risk factors differ. Aggregate the cash flows from all the wells in all the regions to create a cash flow roll-up.

Banking 88

Banking EBITDA Dividends Equity 88

Brian DeChesare

FEBRUARY 16, 2022

But if that’s your rationale for claiming that it’s “not banking,” then you might as well argue that ECM and DCM are also not banking. Public finance is “more stable” than a group like industrials or technology , but it does change over time as well. Do you need to know DBC or Monte Carlo simulations or other, more advanced topics?

Finance 65

Finance Banking Equity Marketability 65

Brian DeChesare

JUNE 22, 2022

I published an article on this topic of investment banking in New York vs. Chicago vs. San Francisco vs. Los Angeles vs. Houston vs. other cities a long time ago – but a fair amount has changed since then: Remote / hybrid work means that some of the advantages and disadvantages of different cities are more nebulous.

Banking 93

Banking Start-ups Finance Marketability 93

Reynolds Holding

MARCH 27, 2023

The Supreme Court has also heard, or will hear, administrative law cases that will impact securities Several cases pending at the circuit court level may have wide-ranging effects on securities litigation as well. Several cases pending at the circuit court level may have wide-ranging effects on securities litigation as well.

Technology 59

Technology Start-ups Compliance Finance 59