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Investment Banking 101: Understanding the Industry

Tom Spencer

Investment banking forms part of the financial services industry involved in the underwriting, distribution, and trading of securities. What Investment Bankers Do There are several key roles within investment banking, including corporate finance, sales and trading, and research.

Banking 88
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Transitioning from Management Consulting to Corporate Strategy/M&A – the Interview Process

Tom Spencer

Interviews. After going through a handful of interviews through referrals, direct reach out from HR/hiring team, and LinkedIn/company website applications I would categorize my interviews into three buckets: Corporate strategy. In terms of the interview process it followed the following steps: HR interview (fit).

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All You Need to Know About COVID Era Banking

Martinka Consulting

From June 4-10 Jessica and I interviewed bankers representing eight Puget Sound area banks.* This memo is a synopsis of those conversations about what’s going on in banking during the COVID crisis, with a focus on business acquisition loans. First, all the banks are, “Open for business” meaning they are considering making loans.

Banking 40
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Why We Need to Update Financial Reporting for the Digital Era

Harvard Business

Since then, we interviewed several chief financial officers (CFOs) of leading technology companies and senior analysts of investment banks who follow technology companies. Business students are taught to value a company based on the discounted amounts of future cash flows or earnings.

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How Companies Can Use Investors to Their Advantage

Harvard Business

Then a new CFO joined the company: Masashi Oka, a financial industry veteran who had played a key role in transforming Mitsubishi UFJ Financial Group-owned Union Bank in the US. Oka had found feedback from US regulators very helpful in his efforts to revive Union Bank and saw an opportunity to do something similar at Nikon.

Company 30
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Business Valuation Lessons From ESOPs

Martinka Consulting

One of my roles was being on the team interviewing the critical (and very expensive) ESOP advisors. In the Discounted Future Cash Flow method profits are projected (same as the first issue) and discounted back to a present value. For reference, a check of major bank PE ratios shows they are at about 15). Conclusion.

ROI 40
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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

With little or no bank lending growth, decelerating wage growth, and trend growth of real GDP per capita at 0% to negative implies the 3- and 5-year change rates of US M2+ will decelerate from 2-3% to 0-1% in the next 5-6 years as occurred during the early to late 00s in Japan. This Week in Money Interview. Home Builders.