EJF Capital LLC

EJF's Co-CEO and Co-CIO, Neal Wilson, recently spoke with CNBC Europe's Karen Tso and Julianna Tatelbaum to discuss his current views on the U.S. economy including tariffs, the Federal Reserve, and Treasury yields. https://lnkd.in/eh28Esmf

This week, I enjoyed speaking at With Intelligence - Pension Bridge APAC in Singapore. We discussed a variety of niche private credit strategies and the current economic landscape in the global markets. Thank you to Sam Young Chung for moderating and Jeff Pentland and Scott McClurg for the terrific discussion.

I recently spoke with CNBC Europe's Stephen Sedgwick and Karen Tso to discuss the U.S. non-farm payrolls as well as President Donald Trump’s impact on the U.S. economy: https://lnkd.in/ejXPKvtr

We are proud to be a sponsor of With Intelligence - Pension Bridge Alternatives APAC Conference and look forward to meeting with potential LPs in Singapore in February! https://lnkd.in/e4bh3Hci

EJF's Co-CEO and Co-CIO, Neal Wilson, recently spoke with CNBC Europe's Stephen Sedgwick and Karen Tso to discuss the Federal Open Market Committee's most recent meeting, as well as his views on the economic outlook for 2025. https://lnkd.in/ewHw5YHH

I am pleased to share EJF’s 2025 Thematic Outlook with you: After the Interregnum: What Is the Best Second Term Trump Trade? https://lnkd.in/eTZRMcjC

EJF's Co-CEO and Co-CIO, Neal Wilson was recently quoted in a Bloomberg article relating to Significant Risk Transfers (SRTs) and the opportunity for U.S. banks to strengthen their balance sheets. ? "In bank C-suites across the US, the idea is “starting to catch fire” this year, said Neal Wilson, a co-founder of EJF Capital in Arlington, Virginia. “This is the acceleration phase.” ? "As Ohio native Wilson, puts it: “European innovation has finally gotten to American shores.” ? "The question is how the SRT market might evolve. An “originate-to-distribute” model would worry EJF’s Wilson. But the deals they’re doing now are good for SRT investors, he said. “Banks underwrote these assets for the life of these assets.”

EJF's Co-CEO and Co-CIO, Neal Wilson, recently spoke with CNBC Europe's Stephen Sedgwick and Karen Tso to discuss the U.S. markets and economy post-election.

EJF's Co-CEO, Neal Wilson, and Co-CIO, Jason Ruggiero discuss how the election of former President Donald Trump to a second term could have a materially positive impact on U.S. community and regional banks. https://lnkd.in/eVsYRCGu Additionally, the below letter further delves into the tailwind factors expected to positively affect both equity and debt issued by banks: https://lnkd.in/e9ByEgJu

We look forward to attending the Capitalize for Kids Investors Conference and meeting with potential LPs in Toronto next week! #C4KInvestorsConference #C4KIC2024 #CapitalizeforKids