The Banking Industry Guide: Key Insights for Investment Professionals

The Banking Industry Guide: Key Insights for Investment Professionals

Author: Ryan C. Fuhrmann

Publisher: CFA Institute

Published: 2017

Total Pages: 60

ISBN-13: 1942713428

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Book Synopsis The Banking Industry Guide: Key Insights for Investment Professionals by : Ryan C. Fuhrmann

Download or read book The Banking Industry Guide: Key Insights for Investment Professionals written by Ryan C. Fuhrmann and published by CFA Institute. This book was released on 2017 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt:


Bank Investing

Bank Investing

Author: Suhail Chandy

Publisher: John Wiley & Sons

Published: 2021-03-03

Total Pages: 374

ISBN-13: 1119728045

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Bank Investing: A Practitioner's Field Guide offers you the essential toolkit to become a successful bank investor. It packages practical lessons, theoretical knowledge, and historical context, all into one compelling and hopefully entertaining book. The book includes conversations with investors and management teams. Investors include activists, financials specialists, credit investors, and multibillion-dollar asset managers. Management teams have a broad representation from the c-suite of a broad spectrum of participants ranging from a fintech to a bank with over $30bn in assets. Banks are the oil that lubricates the economy. An understanding of how they operate is essential for analyzing any part of the economy since banks represent a large investing universe and control a sizeable portion of assets. With over 800 public tickers representing over $3 trillion market cap, banks are larger than several other industry groups. Banks are the largest financial intermediaries in the U.S., controlling $15 trillion in financial assets. Their relative size can amplify effects. For example, a small regulatory or environmental change can cascade and ripple through financial markets and have a major impact on the economy. As fintechs gain in prominence, a fundamental grasp of topics related to banking will help enhance understanding of fintech. Bank investing can be a fruitful pursuit: The most successful investor of our times, Warren Buffett, has had a sizeable investment in banks over time (close to a third of his portfolio weight used to be in banks). Banks allow you to make macro-economic bets since they are highly levered to business cycles. Bank investing allows you to scale your knowledge, as they have relatively homogenized business models... ...at the same time, banks are diverse enough to drive meaningful dispersion in price performance. This divergence of performance can be taken advantage of by an astute and prepared securities analyst. Banks are good vehicles to make specific investment plays on geographic regions, demographic trends (suburban to urban migration, aging), industries (agriculture, tech, energy), news flow (trade/tariffs, weather), real estate subsectors (NYC office, bay area apartments), and investing themes such as ESG, cryptocurrency, and venture capital. Finally, fintech disruption is creating an investing opportunity to play the digital divide between banks that embrace technology successfully and those that get left behind.


Book Synopsis Bank Investing by : Suhail Chandy

Download or read book Bank Investing written by Suhail Chandy and published by John Wiley & Sons. This book was released on 2021-03-03 with total page 374 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bank Investing: A Practitioner's Field Guide offers you the essential toolkit to become a successful bank investor. It packages practical lessons, theoretical knowledge, and historical context, all into one compelling and hopefully entertaining book. The book includes conversations with investors and management teams. Investors include activists, financials specialists, credit investors, and multibillion-dollar asset managers. Management teams have a broad representation from the c-suite of a broad spectrum of participants ranging from a fintech to a bank with over $30bn in assets. Banks are the oil that lubricates the economy. An understanding of how they operate is essential for analyzing any part of the economy since banks represent a large investing universe and control a sizeable portion of assets. With over 800 public tickers representing over $3 trillion market cap, banks are larger than several other industry groups. Banks are the largest financial intermediaries in the U.S., controlling $15 trillion in financial assets. Their relative size can amplify effects. For example, a small regulatory or environmental change can cascade and ripple through financial markets and have a major impact on the economy. As fintechs gain in prominence, a fundamental grasp of topics related to banking will help enhance understanding of fintech. Bank investing can be a fruitful pursuit: The most successful investor of our times, Warren Buffett, has had a sizeable investment in banks over time (close to a third of his portfolio weight used to be in banks). Banks allow you to make macro-economic bets since they are highly levered to business cycles. Bank investing allows you to scale your knowledge, as they have relatively homogenized business models... ...at the same time, banks are diverse enough to drive meaningful dispersion in price performance. This divergence of performance can be taken advantage of by an astute and prepared securities analyst. Banks are good vehicles to make specific investment plays on geographic regions, demographic trends (suburban to urban migration, aging), industries (agriculture, tech, energy), news flow (trade/tariffs, weather), real estate subsectors (NYC office, bay area apartments), and investing themes such as ESG, cryptocurrency, and venture capital. Finally, fintech disruption is creating an investing opportunity to play the digital divide between banks that embrace technology successfully and those that get left behind.


Business Knowledge for IT in Investment Banking

Business Knowledge for IT in Investment Banking

Author: Essvale Corporation Limited

Publisher: Essvale Corporation Limited

Published: 2006

Total Pages: 149

ISBN-13: 0955412404

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Gives the IT professional an insight into the business world of investment banking. This book contains 12 chapters that cover: a description of business divisions for and boutique investment banks; trends in investment banking; overview of the asset classes; the trading life cycle and how it maps to the software development life cycle; and more.


Book Synopsis Business Knowledge for IT in Investment Banking by : Essvale Corporation Limited

Download or read book Business Knowledge for IT in Investment Banking written by Essvale Corporation Limited and published by Essvale Corporation Limited. This book was released on 2006 with total page 149 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gives the IT professional an insight into the business world of investment banking. This book contains 12 chapters that cover: a description of business divisions for and boutique investment banks; trends in investment banking; overview of the asset classes; the trading life cycle and how it maps to the software development life cycle; and more.


The Professional's Guide to Financial Services Marketing

The Professional's Guide to Financial Services Marketing

Author: Jay Nagdeman

Publisher: John Wiley & Sons

Published: 2009-04-27

Total Pages: 288

ISBN-13: 0470410795

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The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.


Book Synopsis The Professional's Guide to Financial Services Marketing by : Jay Nagdeman

Download or read book The Professional's Guide to Financial Services Marketing written by Jay Nagdeman and published by John Wiley & Sons. This book was released on 2009-04-27 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.


The Best Book On Investment Banking Careers

The Best Book On Investment Banking Careers

Author: Donna Khalife

Publisher: Hyperink Inc

Published: 2012-07-24

Total Pages: 216

ISBN-13: 1614644977

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Whether you’re an undergraduate prepping for your first internship, or seeking a new career in investment banking, knowing the ins and outs of the industry can help you make your big break. In this eBook, Donna Khalife shares an insider’s perspective to the investment banking industry and helps prepare readers for their chance at landing their dream job.


Book Synopsis The Best Book On Investment Banking Careers by : Donna Khalife

Download or read book The Best Book On Investment Banking Careers written by Donna Khalife and published by Hyperink Inc. This book was released on 2012-07-24 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re an undergraduate prepping for your first internship, or seeking a new career in investment banking, knowing the ins and outs of the industry can help you make your big break. In this eBook, Donna Khalife shares an insider’s perspective to the investment banking industry and helps prepare readers for their chance at landing their dream job.


Market Players

Market Players

Author: Gail Rolland

Publisher: John Wiley & Sons

Published: 2010-12-13

Total Pages: 369

ISBN-13: 0470665556

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The global financial markets are not just driven by the big investment houses and fund managers. Along with these, private banks, insurance houses, hedge funds, sovereign wealth funds and a range of boutique investment managers, regional institutions and brokers of different sizes and nationalities all operate and interact to form the bedrock of the global financial infrastructure. Because of this, it is essential that practitioners and observers of the markets fully understand the linkages, objectives and functions of these institutions, and the new and dynamic environment they are working in. Market Players provides a complete roadmap to the institutions and intermediaries operating in today's global financial landscape, illustrating what they are, how they work, how they interact and importantly, their motivation. It explains the core financial market business of these institutions and considers how they have become the firms that we see today, providing readers with a clear understanding of which market sectors are likely to see the most involvement from the different types of institution and, importantly, why they are involved in these market areas. Key features include: a series of case studies looking at examples of some of these institutions including an explanation of the EIB and the UK agency UKFI. They also look at the financial crisis and the impact on AIG and Northern Rock, two institutions that clearly illustrate what can go wrong and how the other market players have to step in when this happens. an international perspective looking at representative institutions from Europe, Asia and North America, showing global similarities and differences. a Post Financial Crisis perspective on the structure of international banks in today's markets. coverage of the major players on both the buy and sell side of the market Written in plain English, Market Players is an accessible and much needed guide to financial institutions, equipping readers with the knowledge to better understand how the global financial markets really work.


Book Synopsis Market Players by : Gail Rolland

Download or read book Market Players written by Gail Rolland and published by John Wiley & Sons. This book was released on 2010-12-13 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: The global financial markets are not just driven by the big investment houses and fund managers. Along with these, private banks, insurance houses, hedge funds, sovereign wealth funds and a range of boutique investment managers, regional institutions and brokers of different sizes and nationalities all operate and interact to form the bedrock of the global financial infrastructure. Because of this, it is essential that practitioners and observers of the markets fully understand the linkages, objectives and functions of these institutions, and the new and dynamic environment they are working in. Market Players provides a complete roadmap to the institutions and intermediaries operating in today's global financial landscape, illustrating what they are, how they work, how they interact and importantly, their motivation. It explains the core financial market business of these institutions and considers how they have become the firms that we see today, providing readers with a clear understanding of which market sectors are likely to see the most involvement from the different types of institution and, importantly, why they are involved in these market areas. Key features include: a series of case studies looking at examples of some of these institutions including an explanation of the EIB and the UK agency UKFI. They also look at the financial crisis and the impact on AIG and Northern Rock, two institutions that clearly illustrate what can go wrong and how the other market players have to step in when this happens. an international perspective looking at representative institutions from Europe, Asia and North America, showing global similarities and differences. a Post Financial Crisis perspective on the structure of international banks in today's markets. coverage of the major players on both the buy and sell side of the market Written in plain English, Market Players is an accessible and much needed guide to financial institutions, equipping readers with the knowledge to better understand how the global financial markets really work.


Investment Banking Insider's Guide

Investment Banking Insider's Guide

Author: John Wise

Publisher: Lulu.com

Published: 2006-11-01

Total Pages: 109

ISBN-13: 1430300523

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Wall Street, where dreams are made and destroyed. Investment banking is the typical training ground of the elite. While many want to enter, few are given the opportunity. This book serves as a pragmatic guide with tips on what to do as you try to break through what may seem to be an impenetrable door. Written by an ex-investment banker with real Wall Street experience at bulge bracket investment banking firms, it can help clarify the path that is often clouded or kept secret by those who would rather limit your access. If you are seriously considering investment banking on Wall Street as a career option, but do not have the connections that most seem to have, this guide will be one of the best investments you've made into your career. The author is someone that grew up on welfare with no special connections, and yet successfully found a way to break in; the book serves as a compilation of the insights gained from his experience.


Book Synopsis Investment Banking Insider's Guide by : John Wise

Download or read book Investment Banking Insider's Guide written by John Wise and published by Lulu.com. This book was released on 2006-11-01 with total page 109 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wall Street, where dreams are made and destroyed. Investment banking is the typical training ground of the elite. While many want to enter, few are given the opportunity. This book serves as a pragmatic guide with tips on what to do as you try to break through what may seem to be an impenetrable door. Written by an ex-investment banker with real Wall Street experience at bulge bracket investment banking firms, it can help clarify the path that is often clouded or kept secret by those who would rather limit your access. If you are seriously considering investment banking on Wall Street as a career option, but do not have the connections that most seem to have, this guide will be one of the best investments you've made into your career. The author is someone that grew up on welfare with no special connections, and yet successfully found a way to break in; the book serves as a compilation of the insights gained from his experience.


The Oil and Gas Industry Guide

The Oil and Gas Industry Guide

Author: Jens Zimmerman

Publisher:

Published: 2016

Total Pages:

ISBN-13: 9781942713333

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Book Synopsis The Oil and Gas Industry Guide by : Jens Zimmerman

Download or read book The Oil and Gas Industry Guide written by Jens Zimmerman and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:


Mutual Fund Industry Handbook

Mutual Fund Industry Handbook

Author: Lee Gremillion

Publisher: John Wiley & Sons

Published: 2005-08-26

Total Pages: 404

ISBN-13: 0471736244

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"The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.


Book Synopsis Mutual Fund Industry Handbook by : Lee Gremillion

Download or read book Mutual Fund Industry Handbook written by Lee Gremillion and published by John Wiley & Sons. This book was released on 2005-08-26 with total page 404 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.


The Business of Investment Banking

The Business of Investment Banking

Author: K. Thomas Liaw

Publisher: Wiley

Published: 2005-12-30

Total Pages: 456

ISBN-13: 9780471739647

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In recent years, monumental events have altered the financial landscape, and the investment banking industry has been likewise transformed. In the United States, deregulation has permitted new affiliations among banks, securities firms, and insurance companies, allowing them to offer a broader range of services. At the same time, deregulation overseas has spurred investment in foreign markets and accelerated a sweeping trend toward globalization. On the other hand, corporate scandals like those at Enron and WorldCom have prompted Congress to impose stringent new regulations in an effort to restore public confidence in the capital markets. Meanwhile, advances in information technology have changed the way Wall Street firms present their products to the public and have made vast informational resources available online. Investment banks must navigate the shifting regulatory terrain and counter mounting competition, while taking full advantage of burgeoning investment banking opportunities. In meeting these challenges, timely and accurate information is a critical asset. In The Business of Investment Banking, Dr. K. Thomas Liaw provides an inclusive, up-to-date guide to the evolving investment banking industry. In this new edition, Dr. Liaw offers a substantial revision of his bestselling text, responding to requests from educators and professionals alike. Incorporating the most recent developments in the industry, the author describes: Financial holding companies, full-service investment banks, boutique investment banks, and their lines of businesses Strategies for risk management, such as market risk, credit risk, operating risk, reputation risk, legal risk, and funding risk Career opportunities in investment banking, career paths, recruitment, and the application and interview process Key investment banking operations, including venture capital and buyouts, M&A services, equity underwriting, debt underwriting, securitization, financial engineering, investment management, and securities services Fundamentals for successful trading, arbitrage strategies, and technical trading techniques Regulatory issues and strategies relating to the Sarbanes-Oxley Act of 2002 and analyst conflict of interest Ethics and professionalism In addition, Dr. Liaw discusses investment banking opportunities in China, Japan, the EMU, and emerging markets, as well as the special challenges that come with globalization. A staple of industry training programs and a valued reference among banking professionals in its first edition, The Business of Investment Banking, Second Edition adds a wealth of new information to an already indispensable practical resource.


Book Synopsis The Business of Investment Banking by : K. Thomas Liaw

Download or read book The Business of Investment Banking written by K. Thomas Liaw and published by Wiley. This book was released on 2005-12-30 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: In recent years, monumental events have altered the financial landscape, and the investment banking industry has been likewise transformed. In the United States, deregulation has permitted new affiliations among banks, securities firms, and insurance companies, allowing them to offer a broader range of services. At the same time, deregulation overseas has spurred investment in foreign markets and accelerated a sweeping trend toward globalization. On the other hand, corporate scandals like those at Enron and WorldCom have prompted Congress to impose stringent new regulations in an effort to restore public confidence in the capital markets. Meanwhile, advances in information technology have changed the way Wall Street firms present their products to the public and have made vast informational resources available online. Investment banks must navigate the shifting regulatory terrain and counter mounting competition, while taking full advantage of burgeoning investment banking opportunities. In meeting these challenges, timely and accurate information is a critical asset. In The Business of Investment Banking, Dr. K. Thomas Liaw provides an inclusive, up-to-date guide to the evolving investment banking industry. In this new edition, Dr. Liaw offers a substantial revision of his bestselling text, responding to requests from educators and professionals alike. Incorporating the most recent developments in the industry, the author describes: Financial holding companies, full-service investment banks, boutique investment banks, and their lines of businesses Strategies for risk management, such as market risk, credit risk, operating risk, reputation risk, legal risk, and funding risk Career opportunities in investment banking, career paths, recruitment, and the application and interview process Key investment banking operations, including venture capital and buyouts, M&A services, equity underwriting, debt underwriting, securitization, financial engineering, investment management, and securities services Fundamentals for successful trading, arbitrage strategies, and technical trading techniques Regulatory issues and strategies relating to the Sarbanes-Oxley Act of 2002 and analyst conflict of interest Ethics and professionalism In addition, Dr. Liaw discusses investment banking opportunities in China, Japan, the EMU, and emerging markets, as well as the special challenges that come with globalization. A staple of industry training programs and a valued reference among banking professionals in its first edition, The Business of Investment Banking, Second Edition adds a wealth of new information to an already indispensable practical resource.