Arturo的动态

This week, executive members of our Dynasty team had the pleasure of visiting our partners at BNY Mellon | Pershing in New York. There is nothing quite like face-to-face interactions to strengthen relationships and enhance our ability to deliver exceptional service to our clients. Here's to an exciting year of new opportunities and meaningful collaboration. Shirl Penney, Andrew Marsh, Mason Salit, Harris Baltch, Gordon Ross, Jeremy Zoladz Our advisors are independent but not alone. Independence is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

In the next piece, Lo will discuss the integration process with Credit Suisse, how internal conversations with the combined team have evolved, and her insights on emerging trends shaping the future of the wealth management industry.

Next up we have Jeff Johnston, CFA, Lead Economist at CoBank live on stage. Jeff is delivering a critical keynote on the valuation disparities between the private and public broadband markets. Attendees are gaining valuable insights into how these disparities are shaping the current M&A environment and what it means for future deals. #TMTForumUSA #BroadbandMarket #ValuationDisparities #TMTFinance

ClearView Financial Media's Acclaim Magazine recently recognized the winners of its Third Annual WealthBriefing WealthTech Americas Awards. In this segment NICE Actimize's Osvaldo Berrios explains how expanded regulatory challenges are creating new challenges for wealth managers and how SURVEIL-X for Sales Practice and Suitability can help. https://lnkd.in/eEjXpMHh #regtech #wealthmanagement #awards

My optimism is growing. I have had an uptick in client conversations this quarter about how to best prepare for future integrations. But don't just take my word for it --> deal value data shows resilient M&A activity across Banking and Capital Markets, fueled by another busy quarter for banks in the Americas and PE-backed deals in Europe.?The focus on mid-cap acquisitions for sponsors seeking scalable opportunities will likely continue, while regional banking plays will push diversification and expand geographic footprints.? If you work for a financial services firm and are wrestling with preparing for an M&A transaction or are in the midst of an integration and struggling to accelerate the value, let's talk. Thank you Milla Perttula, Jack Grassey, CPA, and Louis Lévesque ????, CFA for your great insights and Ravi Nair, Seth Van Winkle, and Peter Sidebottom for your partnership in serving our clients.

As M&A activity reaccelerates, investors have been busy not just finding deals, but financing them. Gilles Dellaert, Global Head of #Blackstone Credit and Insurance, identifies the sectors we believe hold the most promise for #privatecredit in 2024 and beyond. Watch more: https://bit.ly/4cIjL8G

?? Here’s the story of a group of bankers, Who were helping with audits, mergers, and exams, They worked hard to guide their clients smoothly, Bringing expertise to all their banking plans. 'Til one day when they knew they formed a team, It was more than just a solid business hunch, That’s how Bank Advisors joined together, And that’s the way we became the trusted bunch! The trusted bunch, the trusted bunch, That’s the way we became the trusted bunch! #BankAdvisors #MergersAndAcquisitions #FieldExams #TrustedExperts #MondayFunday #Bankers #Banking www.BankAdvisorsLtd.com Jeffrey Sondgeroth John Cresto Meghan McGuire Julie Bromann, AI-GRS, CIA Michael Earle David Felkins Illinois Bankers Association

Our rockstar team doing what we do best- preparing #clients and #partners for #media success and getting shoutouts along the way! Expect the Capital One and Discover Financial Services merger to be a HUGE talking point at Fintech Meetup in less than 2 weeks. Leave it to the #financialservices and #fintech industries to give us huge news right before this conference... at least this shakeup is much less of a bummer than the news of the #svb collapse we had last year! #mergersandacquisitions #creditcards #finance #financialnews #fintechnews #capitalone #discover

January kicked off with an impactful JPM Conference! Grateful for the connections made with investors, banks, and fellow companies. Looking forward to more conferences this year, each a stepping stone for our clients in advancing their Investor Relations strategies. Here's to a year of growth and collaboration! #JPMConference #InvestorRelations #InvestorConferences ?

Today, I shared my Annual Letter to Shareholders in which I offered a retrospective look at our 2023 results and highlight the vision for Lazard's future. We believe that 2024 will be a better year for our business, and we are energized and united around our unwavering mission: To provide the most sophisticated and differentiated advice and investment solutions for our clients, advancing our legacy as 'la haute banque d’affaires vis-à-vis the world.' Read the full letter here: https://lnkd.in/easJ-_sY