Finserv Reading - Week ending May 7, 2023

Bijon Mehta Bijon Mehta

Bijon Mehta

Chief Operating Officer I Enterprise Software GTM I Adjunct Professor @ Fordham University

发布日期: 2023年5月7日
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Banking

PacWest and the demise of the regional banking system

The same branch, only smaller

Customer service is critical for banks now: JD Power Survey

Big bang 2.0: Should ring-fencing of banks be phased out?

Smaller banks are scrambling as share prices plunge

As banking strains grow, big banks are getting bigger

The US has more banks than anywhere else on earth. That shapes the economy in many ways.

An industry insider on community banks' potential to prosper with BaaS

What's the path to growth and profitability for banks now

Nobody trusts the banks now

Europeans drain billions from banks, fed up with shrinking savings

Top banking CEO warns of further volatility and predicts more US rescues

FDIC enlists Blackrock to clean up banking castoffs

Bill Ackman warns US regional banking system is at risk

Visualizing the assets and liabilities of US banks

JPMorgan: The bank that never lets a crisis goes to waste

Nelson Peltz calls for new deposit insurance scheme after bank failures

We have gone back to bailing out the banks

Three failed US banks had one thing in common: KPMG

The math has gone bad for banks


Wall Street

What you need to know about the end of Libor

Wall Street research and ChatGPT

Why many on Wall Street fear the banking crisis isn't over

European IPOs drop 48%

As India overtakes China in population, will its stock market, too?


Economy?

Fed makes 10th rate increase and opens door to pause

Do the recent banking disruptions make recession more likely?

WHO declares Covid-19 pandemic emergency over

US banking concerns widen and interest rates climb again


Asset Management

The asset management industry is still 'very healthy' - for now

AQR experiments with GPT to improve results

Investors are piling into actively managed ETFs

Hedge funds bet consumers will reign in US spending

Hedge funds lose $27 billion betting against tech stock rally


Wealth Management??

Schwab's advisory business grows despite bank deposit losses

Morningstar's US wealth platform debuts Blackrock, Fidelity, T Rowe Price and Clark Capital portfolios

Jaime Dimon sees wealth management opportunity in First Republic deal

SEI piles onto mob effort to break Schwab/TDA RIA custody stranglehold

Technology could wreck annuity and insurance income


Insurance

Digital insurance trends navigating the post-Covid era

Authentication: Digital insurance's new competitive differentiator

The future of insurtech is embedded, seamless and effortless

Swiss Re to co-create digital claims management solution

CCC: More than 14 million auto claims processed through AI solutions


Real Estate???

Mortgages demand weakens after banking sector turmoil

For US regional banks, commercial real estate is seen as next big worry

Wall Street is running away from the housing market. But why?

Foreclosures are up. But is the housing market headed for a crash?

The panic over mortgage fees, explained


Payments?

Beyond payments for high risk industries

Managing the risks and rewards of faster payments

Cross-border payment options and their challenges

Why spending less may be good news for card companies

How Gen Z's digital payment expectations are driving trends

Moody's: The future of money is digital


Venture Capital / Private Equity

Non-VC investors shy away from European startup deals

The 16 commandments of raising equity in a challenging market

Ex-Fin Capital general partner, who led investment in Pipe, starts new venture firm

Carlyle's new boss attracted to role because of valuation gap with rivals

Tech-focused Accel-KKR raises $200mm so far for second credit fund

Andreessen Horowitz saw the future - but did the future leave it behind?

Two Sigma Impact aims to create quality jobs and better businesses

Schwartz kicks off Carlyle tenor with lots of listening but no big ideas


AI / ML

Chatbots are digesting the?internet. The internet wants to get paid.

Generative AI will not affect banks overnight

AI is setting a future course for ATMs

5 ways AI will affect credit cards

White House warns of risks as AI use takes off

Why AI must thrive: Our world needs it


ESG / Climate Change

Environmental activists are coming after Vanguard. Here's why.

How to achieve net zero? Match action to ambition

Big banks hold the purse strings for fossil fuels. They're not giving them up.

Climate change and crumbling infrastructure create a 'perfect storm' for Americans living in flood zones

ESG factors enhance credit ratings predicting default risk

Investing in times of climate change 2023

The rule freaking banks out more than the SEC's

Inflation, net zero and the Bank of England

Like the pandemic, climate change fight will drive global shifts in jobs and investment

Rethinking carbon pricing

US banks lag on climate risk but Fed's effort a start

Green-Got is a neobank for climate conscious customers

'Make or break' year for voluntary carbon markets

How a Blackrock ETF fell out of favor and sunk sustainable fund flows

Gmex Group launches climate fintech Zero13

Companies flock to Biden's climate tax breaks, driving up costs

Ajay Banga confirmed as World Bank leader

India's cost of adapting to climate change needs seen at $1 trillion by 2030

COP28 head sets agenda for $100 billion fund and push for 'low carbon' tech


Bigtech?

NCR preps for year-end split as digital first banking results remain strong

Jack Dorsey: Twitter's co-founder makes his move against Musk

Apple's new savings account draws nearly $1 billion in deposits in the first four days

Intuit's shift

Big tech turns up heat on California bill to make internet companies pay for news

UK's antitrust regulator initiates review of artificial intelligence models


Fintech??

Fintech to become a $1.5 trillion industry by 2030

The importance of fintech partnerships

Senate banking chair urges FDIC to look into Tellus, a fintech back by Andreessen Horowitz

Why risk management is a fintech's best friend

Fintech M&A slows on macro doubts


Blockchain / Crypto?

Coinbase tries novel defense in SEC fight

Crypto exchange Coinbase posts loss, but beat expectations

Crypto firms find a way to bank without banks

Central banks bow to the inevitability of digital currencies

Rep McHenry announces joint hearings to address market structure around digital assets

Crypto has 'lost its shine' for institutional investors, says Northern Trust executive

Stripe launches a new fiat to crypto onramp

SEC crypto enforcement actions could outpace 2022

ARK Invest holds $2.4 billion stock with crypto exposure


Regulation / Compliance??

Industry pushes back against Biden rules on climate disclosure

Debate heats up on SEC market structure proposals

SEC urges investment advisers to educate themselves about digital currencies

Chamath Palihapitiya can't really believe crypto is dead

AI regulation sweeps EU, US, and China

US private funds face more disclosures under new SEC rule


Corporate Venture / Innovation?????????????????????

Nondisruptive creation: An alternative path to innovation and growth?

How defining a brand purpose can build consumer trust

Systems vs flexibility: Why rigidity is the enemy of modern success

Beyond disruption: Fostering growth and innovation without sacrificing existing businesses

Green innovation has a glamour problem


Personal Development / Leadership?

This is why you can't wait until later

15 ways to overcome the fear that's killing your potential

100 (short) rules for a better life

Believe in yourself (and why nothing will work if you don't')

How to fall in love with boredom and unlock your mental toughness

One behavior separates the successful from the average

Confidence: 2 reasons most people don't have it

How to deal with uncertainty

Warren Buffett's formula for success: One good decision every five years


Podcasts / Videos??

Todd Combs: Meeting Munger, Buffett and joining Berkshire

Shaolin Master Shi Heng Yi: How to build unshakeable confidence

The Knowledge Project: George Stalk, Jr - Competing against time

Exchanges at GS: Is big tech back?

The difference between a plan and a strategy


Speeches / Communications

Hindenburg Research: Icahn Enterprises - The corporate raider throwing stones from his own glass house

Visa - Annual Report 2022

Mastercard - Annual Report 2022


Research Reports??

Bain: How financial services firms wrestle with ESG

BIS: The FX Market

Stocks, memes or miles? A new crypto taxonomy and regulatory paradigm

FedRes: Climate defaults and financial adaptation

CapGemini: Becoming a flow-based organization - Business ability for corporate functions

CapGemini: Building central bank digital currency

A simple model of a central bank digital currency

Accenture: Accelerating global companies toward net zero by 2050

Accenture: Global banking consumer study

KPMG: Private equity and the path to net zero

On the need to expand macroprudential policies to non-banks

Franklin Templeton: Hedge fund strategy outlook - Q2 2023

Mercer: Top considerations for financial intermediaries in 2023

McK: Green growth - Unlocking sustainability opportunities for retail banks

McK: Insurer of the future - Are Asian insurers keeping up with AI advances?

McK: Making serial M&A work - An interview with Empower CEO Ed Murphy

AllianceBernstein: Capital Markets Outlook - Q2 2023

Sustainability in private capital investing

IMF: The impact of climate shocks on inflation and growth

McK: Reducing climate-related property risk with AI

FedRes: Review of supervision and regulation of SVB

BCG: Global fintech 2023 - Reimagining the future of finance

Study on digital wallet features

McK: New leadership for a new era of thriving organizations

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