House of Morgan

Orbia Announces Expiration and Expiration Date Results of Its Cash Tender Offer

Retrieved on:

Monday, May 24, 2021

Chemicals, Plastics, Manufacturing, Corporate finance, Finance, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Tender offer, Banks, Financial services

A press release announcing the final results of the Tender Offer is expected to be issued on or promptly after the Settlement Date.

Key Points:

A press release announcing the final results of the Tender Offer is expected to be issued on or promptly after the Settlement Date.
All conditions described in the Offer to Purchase that were to be satisfied or waived on or prior to the Expiration Date were satisfied on or prior to the Expiration Date.
Orbia retained BBVA Securities Inc. and Morgan Stanley & Co. LLC to act as dealer managers in connection with the Tender Offer.
King & Co., Inc. acted as the tender agent and information agent for the Tender Offer.

Morgan Stanley Announces Redemption of Cushing® MLP High Income Index Exchange Traded Notes

Retrieved on:

Friday, May 21, 2021

Banking, Professional services, Finance, Service companies, Finance, House of Morgan, Economy of New York City, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, New York Stock Exchange, NYSE Arca, XC2

b"Morgan Stanley (NYSE: MS) announced today that it will redeem all of its outstanding Cushing\xc2\xae MLP High Income Index ETNs due March 21, 2031 with a CUSIP of 61760E846 (NYSE Arca: MLPY) (the \xe2\x80\x9cETNs\xe2\x80\x9d).

Key Points:

b"Morgan Stanley (NYSE: MS) announced today that it will redeem all of its outstanding Cushing\xc2\xae MLP High Income Index ETNs due March 21, 2031 with a CUSIP of 61760E846 (NYSE Arca: MLPY) (the \xe2\x80\x9cETNs\xe2\x80\x9d).
Morgan Stanley released today the call notice via The Depository Trust Company.
With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
For more information about Morgan Stanley, please visit www.morganstanley.com .\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210521005456/en/\n"

Morgan Stanley Capital Partners Completes Investment in Nivel Parts & Manufacturing

Retrieved on:

Friday, May 21, 2021

b"Investment funds managed by Morgan Stanley Capital Partners (\xe2\x80\x9cMSCP\xe2\x80\x9d), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Nivel Parts & Manufacturing (\xe2\x80\x9cNivel\xe2\x80\x9d or the \xe2\x80\x9cCompany\xe2\x80\x9d), sold by funds managed by Kelso & Company.

Key Points:

b"Investment funds managed by Morgan Stanley Capital Partners (\xe2\x80\x9cMSCP\xe2\x80\x9d), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Nivel Parts & Manufacturing (\xe2\x80\x9cNivel\xe2\x80\x9d or the \xe2\x80\x9cCompany\xe2\x80\x9d), sold by funds managed by Kelso & Company.
For further information about Morgan Stanley Capital Partners, please visit www.morganstanley.com/im/capitalpartners .\nMorgan Stanley Investment Management, together with its investment advisory affiliates, has more than 731 investment professionals around the world and $1.4 trillion in assets under management or supervision as of March 31, 2021.
Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im .\nMorgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

JPMorgan Chase to Present at the Morgan Stanley US Financials Conference

Retrieved on:

Thursday, May 20, 2021

Banking, Other Professional Services, Professional services, Finance, Financial services, House of Morgan, Finance, Banking, Primary dealers, JPMorgan Chase, Chase Bank, Jamie Dimon, Morgan Stanley, JPM, William B. Harrison Jr.

b"Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., will present at the Morgan Stanley US Financials Conference on Monday, June 14, 2021, at 11:00 a.m. (Eastern).

Key Points:

b"Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., will present at the Morgan Stanley US Financials Conference on Monday, June 14, 2021, at 11:00 a.m. (Eastern).
The conference will be held virtually.\nA live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations.\nJPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide.
A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210520005940/en/\n"

JPMorgan Chase Launches Morgan Health

Retrieved on:

Thursday, May 20, 2021

Consulting, Banking, Professional services, Health, General Health, Pharmaceutical, Medical devices, Hospitals, Other Professional Services, Insurance, Finance, House of Morgan, Financial services, Finance, Banking, JPMorgan Chase, Jamie Dimon, Chase Bank

The new group will be led by Dan Mendelson, CEO of Morgan Health, reporting to Peter Scher, Vice Chairman of JPMorgan Chase & Co. and a member of the firm\xe2\x80\x99s Operating Committee.\n\xe2\x80\x9cWe need to try to make the U.S. healthcare system work better,\xe2\x80\x9d said Jamie Dimon, Chairman and CEO, JPMorgan Chase.

Key Points:

The new group will be led by Dan Mendelson, CEO of Morgan Health, reporting to Peter Scher, Vice Chairman of JPMorgan Chase & Co. and a member of the firm\xe2\x80\x99s Operating Committee.\n\xe2\x80\x9cWe need to try to make the U.S. healthcare system work better,\xe2\x80\x9d said Jamie Dimon, Chairman and CEO, JPMorgan Chase.
JPMorgan Chase employs 165,000 people in the United States and provides health insurance coverage to 285,000 employees and dependents.\n\xe2\x80\x9cCOVID has shed light on both the greatness of our healthcare system and its challenges,\xe2\x80\x9d said Peter Scher, Vice Chairman, JPMorgan Chase, who recently expanded his responsibilities to oversee Morgan Health.
The organization will initially deploy up to $250 million by investing in promising healthcare solutions and overall system improvements for the benefit of JPMorgan Chase employees and broader employer sponsored healthcare system.\nEnhance JP Morgan Chase employee health benefits through strategic initiatives.
Morgan Health will focus on health equity within the firm\xe2\x80\x99s employee base as well as within the communities it serves.\nMorgan Health will be headquartered in Washington, DC.

Morgan Stanley Announces Key Leadership Changes

Retrieved on:

Thursday, May 20, 2021

Banking, Professional services, Finance, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Banks, Finance, Financial services, Morgan

b"Morgan Stanley (NYSE: MS) today announced that Ted Pick and Andy Saperstein have been named Co-Presidents of Morgan Stanley.

Key Points:

b"Morgan Stanley (NYSE: MS) today announced that Ted Pick and Andy Saperstein have been named Co-Presidents of Morgan Stanley.
Pick leads Morgan Stanley\xe2\x80\x99s Institutional Securities business and will now also be responsible for Morgan Stanley\xe2\x80\x99s international operations and become the Co-Head of Firm Strategy and Execution.
Mr. Saperstein leads Morgan Stanley\xe2\x80\x99s Wealth Management business and will now be responsible for all Wealth Management channels, including Financial Advisors, E*TRADE and Morgan Stanley at Work.
Sharon Yeshaya, currently the Head of Investor Relations, will replace Mr. Pruzan as Chief Financial Officer, reporting to both Mr. Pruzan and Mr. Gorman.\nShelley O\xe2\x80\x99Connor, an experienced Morgan Stanley executive who currently leads Morgan Stanley\xe2\x80\x99s U.S. Banks, will become a Vice Chairman of Morgan Stanley and Head of External Affairs.

JPMorgan Chase & Co. Declares Quarterly Coupon on Alerian MLP Index ETN

Retrieved on:

Tuesday, May 18, 2021

Finance, Consulting, Banking, Professional services, Other Professional Services, Financial services, Finance, JPMorgan Chase, Banking, House of Morgan, Chase Bank, Investment banking, JPM, Mary Callahan Erdoes

The Current Yield is not indicative of future coupon payments, if any, on the Notes.\nThe Notes are senior, unsecured obligations of JPMorgan Chase & Co.\nAbout JPMorgan Chase & Co.\nJPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide.

Key Points:

The Current Yield is not indicative of future coupon payments, if any, on the Notes.\nThe Notes are senior, unsecured obligations of JPMorgan Chase & Co.\nAbout JPMorgan Chase & Co.\nJPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide.
The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .\nInvestment suitability must be determined individually for each investor, and the Notes may not be suitable for all investors.

The National Bankers Association Names Nicole Elam, Esq. President and CEO

Retrieved on:

Wednesday, May 19, 2021

Financial services, Finance, Banking, House of Morgan, JPMorgan Chase, American Bankers Association, Chase Bank, Cision

b'WASHINGTON, May 19, 2021 /PRNewswire-PRWeb/ -- The National Bankers Association (NBA) announced today the appointment of Nicole Elam, Esq.

Key Points:

b'WASHINGTON, May 19, 2021 /PRNewswire-PRWeb/ -- The National Bankers Association (NBA) announced today the appointment of Nicole Elam, Esq.
as president and CEO, effective May 17, 2021.\nElam joins the NBA from JPMorgan Chase & Co. where she was vice president and government relations manager developing public policy positions and advocacy strategies in Washington, DC.
"Minority banks have an unprecedented opportunity to grow and level the economic playing field for minorities and women.
"\nElam succeeds Kim D. Saunders, who served as NBA president and CEO since 2018.\nFounded in 1927 as the National Negro Bankers Association, today, the Association has expanded its membership to also include Hispanic-American, Asian-American, Native American and women owned banks.

JPMorgan Chase Senior Leadership Changes

Retrieved on:

Tuesday, May 18, 2021

Banking, Professional services, Finance, House of Morgan, Financial services, Finance, JPMorgan Chase, Banking, Chase Bank

As co-heads of CCB, Marianne and Jenn will be responsible for our home lending, auto finance, small business and U.S. wealth management businesses, as well as our industry leading Chase consumer banking and credit card businesses.

Key Points:

As co-heads of CCB, Marianne and Jenn will be responsible for our home lending, auto finance, small business and U.S. wealth management businesses, as well as our industry leading Chase consumer banking and credit card businesses.
In addition, he is recognized within our company and in the financial and regulatory communities for his deep intellect and integrity.\nOver the past several years, JPMorgan Chase has produced consistently strong and market-leading results for our customers, communities and shareholders.
A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world\xe2\x80\x99s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210518005806/en/\n'

Morgan Stanley Wealth Management Launches Racial Equity Investing Tool Kit to Help Clients Integrate Diversity Criteria Within an Investment Portfolio

Retrieved on:

Tuesday, May 18, 2021

Professional services, Other Professional Services, Human resources, Finance, Consulting, Banking, Finance, Money, Financial services, Primary dealers, Subprime mortgage crisis, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Investor

b'Morgan Stanley Wealth Management today announced the launch of a Racial Equity Investing Tool Kit as part of its Investing with Impact Platform.

Key Points:

b'Morgan Stanley Wealth Management today announced the launch of a Racial Equity Investing Tool Kit as part of its Investing with Impact Platform.
To visit the website, go to www.morganstanley.com/impactinvesting .\nThe Racial Equity Investing Tool Kit is the seventh in a series of thematic Took Kits.
Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor.
The investment examples are for illustrative purposes only and should not be deemed a recommendation to purchase, hold, or sell any securities or investment products.\nMorgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.\n\xc2\xa9 2021 Morgan Stanley Smith Barney LLC.