Independence Point Advisors

Last week, the IPA team gathered for our annual offsite—an opportunity to strengthen connections, celebrate this year's successes, and gear up for the exciting opportunities ahead. A highlight of our agenda was an incredible session with Poker Power. We left with new insights and sharpened skills from the poker table that we’re eager to apply in our daily work and client conversations. ? #poker #risk #confidence #strategy #decisionmaking?#IPAteam ? CC: Jenny Just Alexa Yurick

IPA is proud to have served as a Co-Manager for Blue Owl Capital, Citi, Goldman Sachs, HSBC, and Gilead Sciences’ bond offerings this week. These transactions mark our inaugural collaborations supporting Blue Owl and Gilead, and we are excited to highlight these new partnerships. We extend our sincere appreciation to Blue Owl, Citi, Goldman Sachs, HSBC, and Gilead for their trust and collaboration. These partnerships reinforce IPA's commitment to providing thought leadership and valuable investor insights, helping our clients to achieve their goals. The support of our clients enables IPA to further its mission of expanding opportunities for #students passionate about #finance through paid #internships and unique #networking events. #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam

Thrilled to recognize two former IPA interns who have gone on to accept 2025 Corporate Treasury summer internships with Morgan Stanley - Naomi Mandar and Rahul Ravi. This continues to demonstrate the "flywheel effect" of our intern programming —connecting top talent with leading firms in finance and beyond. ? Naomi, a junior at Rutgers University and Summer 2024 IPA intern, credits her time with IPA to learning more about careers in Treasury. "Thanks to the IPA team, I received valuable insight into the field of Corporate Treasury and heard directly from members of the Morgan Stanley Treasury team. These experiences helped tremendously when interviewing and demonstrating my abilities during the recruitment process."?? ? Rahul, a junior at the University of Rochester and Fall 2023 IPA intern, additionally spent this past summer interning in Dow’s treasury division after being introduced to the firm during his IPA internship. “The IPA program was an invaluable experience for me as it gave me my first exposure into the world of Finance. The program helped me identify my strengths and weaknesses, while also providing a great foundation for navigating the future.”? ? CC: Kiara Vega #IPAteam #treasury #corporatefinance #banking #talent

Last week IPA CEO, Anne Clarke Wolff, had the privilege of speaking with the exceptional students of Bridging the Gap (BTG).?BTG is a premier undergraduate organization cultivating a highly curated network of our nation’s most talented, diverse business-minded students. ? IPA is committed to supporting this next generation of leaders from top schools across the United States through our internship programming. If you are an undergraduate student looking to break into finance, we invite you to join the IPA Undergraduate Community focused on Corporate Treasury, Finance, and FP&A. Apply here by November 15th:?https://lnkd.in/efVAVWgm ? Big thanks to Eugenia Trakal and Daman Bhalla for coordinating a fantastic virtual event. ? #capitalmarkets #treasury #banking #internships #IPAteam?#BTGFamily

Independence Point Securities is pleased to have acted as a Co-Manager for Ford Motor Company Credit Co’s $1BN senior unsecured offering on October 31, 2024. ? This transaction marks IPA’s third Co-Manager role for Ford in 2024 and highlights our ongoing partnership with the company. Our track record of repeat mandates underscores IPA’s continued role in delivering thought leadership and investor insights to our valued clients. ? We are truly grateful for Ford’s dedication to fostering diversity and inclusion in their capital markets activities, as well as their continued support of IPA's mission to expand opportunities for underrepresented individuals in #finance. ? #diversityandinclusion?#bonds?#finance?#investmentbanking?#business?#IPAteam?

IPA is proud to have served as a Passive Joint Lead for Morgan Stanley, an Active Co-Manager for JPMorganChase and Goldman Sachs, and a Co-Manager for RBC’s corporate bond offerings this week. ? We are excited to showcase our ongoing partnerships with Morgan Stanley, JPMorgan, Goldman Sachs and RBC, and express our gratitude for their continued trust. These repeat collaborations demonstrate IPA's ongoing commitment to delivering thought leadership and investor insights, helping our clients achieve their goals. Our client’s support helps IPA continue driving forward our mission to expand access to opportunities for #students who are interested in #finance through paid #internships and unique #networking events. ? #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam

Exciting News for Undergraduate Students! ? We're thrilled to announce the launch of Independence Point Advisors' Undergraduate Community focused on Corporate Treasury, Finance, and FP&A for the 2024-2025 school year! ? If you're a current #sophomore or #junior passionate about finance, this is a network that will connect you to industry leaders and future career opportunities. By joining this community, you will gain access to: ? - Virtual Speaker Series: Be invited to attend virtual presentations from top professionals in the finance industry throughout the school year. ? - Case Competition: Receive the application to apply to showcase your skills and apply to our exclusive case competitions. ? - Internship Programs: Be among the first to learn about both IPA’s exciting internships as well as internship and full-time roles with IPA client partners. ? ?? Apply by November 15th and take the first step towards building your career in finance! Link to apply: https://lnkd.in/efVAVWgm ? Students who have completed IPA’s internship programs and case competitions have gone on to intern and work full-time at exceptional firms, including Walmart, Ford Motor Company, Wells Fargo, and more!? ? Hear from the IPA #community about their experience with the IPA internship (https://lnkd.in/e7Wg-Cc8)?and case competition program (https://lnkd.in/eC3mz7Su). At IPA, we’re committed to empowering the next generation of finance leaders, and we can’t wait to support you in your journey. ? #UndergraduateFinance #CorporateFinance #Finance #FPandA #FinanceInternship #CapitalMarkets #IndependencePointAdvisors #FinanceCareers

Excited to share that our former Summer 2024 Intern and IPA Case Competition winner, Gabriela Mercado, was selected to participate in Walmart’s AFDP Student Summit! Gabriela had the opportunity to engage with their team during our inaugural case competition, where she presented a case study focused on Walmart. A special thanks to Rilee Campbell and the Walmart team for their continued partnership. #careers #internships #IPAteam

It is fantastic to see our former IPA Summer 2024 Intern, Rachel Rajamoney, selected to participate in Walmart’s AFDP Student Summit. One of the many opportunities that students receive during the IPA #internprogram is the exposure industry leaders like Walmart through our speaker series and case study projects. Grateful to our continued partnership with Matt Allen and the Walmart team. #careers #internships #IPAteam

We were thrilled to gather?thought leaders?from the climate ecosystem in New York this week to advance critical conversations on industrial decarbonization.? ? Three takeaways from the dynamic discussion: 1. There is tremendous excitement surrounding this sector, and while it may take time, both public and private?capital is available, willing and eager to be deployed. Most panelists felt capital is flowing to companies to fund incremental progress vs needing to underwrite major technical risk and/or changing customer behavior. The IPA team is well-positioned to help our clients navigate the challenging funding environment ? 2. Panelists are excited about interest rate cuts?helping advance IPO opportunities and making typically capital-intensive industrial decarbonization projects more affordable. In particular, renewable energy generation required to implement many industrial decarb technologies should become cheaper in a lower-interest rate environment.?Impact may be less immediate in venture capital, which tends to focus more on?technology investments?rather than large-scale infrastructure ? 3. Start-ups focused on decarbonization should prioritize?assembling the right team and a deep understanding of their customer base.?It is critical to prepare solutions for a diverse range of customers while maintaining a vigilant focus on cash flow. ? Olga Polunina and Kristofer Holz at IPA moderated the discussion led by our incredible panelists, including: Leslie Biddle – Office of Infrastructure, U.S. Department of Energy Bernard Noble – ClearSky John Skrinar – Cresta Fund Management ? We’re deeply grateful to Megan Ridley-Kaye, Andrew Patterson and the team at Hogan Lovells LLP for co-hosting this impactful gathering. ? #Decarbonization #Cleantech #Sustainability #RenewableEnergy #GreenHydrogen #Microgrids #EnergyStorage #ClimateTech #Innovation #ClimateWeekNYC ?