JPMorgan Chase

MeridianLink Announces Chief Financial Officer Transition

Retrieved on: 
Monday, March 18, 2024
Finance, Professional Services, Technology, Fintech, Software, Cloud, Organization, Growth, The Walt Disney Company, Strategic planning, CFO, Harvard Business School, JPMorgan Chase, StubHub, Yale University, Management

MeridianLink, Inc. ® (NYSE: MLNK), a leading provider of modern software platforms for financial institutions and consumer reporting agencies, today announced that Sean Blitchok will step down as its chief financial officer (CFO) on April 1, with Larry Katz joining the organization on that day as its new CFO and member of its board of directors.

Key Points: 
  • MeridianLink, Inc. ® (NYSE: MLNK), a leading provider of modern software platforms for financial institutions and consumer reporting agencies, today announced that Sean Blitchok will step down as its chief financial officer (CFO) on April 1, with Larry Katz joining the organization on that day as its new CFO and member of its board of directors.
  • Mr. Katz acted as treasurer at StubHub, a secondary marketplace for live event ticketing, and then acted as its chief financial officer.
  • He served as chief financial officer of Genesys, a global cloud leader in AI-powered experience orchestration.
  • “We are thrilled to welcome Larry as an extremely accomplished executive and business leader to MeridianLink,” said Edward H. McDermott, MeridianLink’s chair of the board.

JPMorgan Chase Declares Preferred Stock Dividends

Retrieved on: 
Friday, March 15, 2024
Banking, Professional Services, Finance, JPMorgan Chase, JPM, J. P. Morgan, Government, Chase, CC

JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) has declared dividends on the outstanding shares of the Firm’s Series Q, R, S, U and CC preferred stock.

Key Points: 
  • JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) has declared dividends on the outstanding shares of the Firm’s Series Q, R, S, U and CC preferred stock.
  • JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide.
  • JPMorgan Chase had $3.9 trillion in assets and $328 billion in stockholders’ equity as of December 31, 2023.
  • Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .

Verus Mortgage Capital was the Largest Non-Agency RMBS Issuer in 2023

Retrieved on: 
Friday, March 15, 2024
Other Professional Services, Professional Services, Finance, Invictus, JPMorgan Chase, MBS, VMC, Chase

Verus Mortgage Capital (VMC), a correspondent investor specializing in residential non-QM and investor rental programs, was the top issuer of non-agency mortgage-backed securities last year.

Key Points: 
  • Verus Mortgage Capital (VMC), a correspondent investor specializing in residential non-QM and investor rental programs, was the top issuer of non-agency mortgage-backed securities last year.
  • In 2023, the non-QM sector was the largest subsector of the non-agency space representing roughly 40% of total issuance.
  • A recent ranking by Inside Nonconforming Markets listed Invictus Capital Partners, Verus’ parent company which focuses on expanded-credit MBS, as the top issuer of non-agency mortgage-backed securities last year.
  • Since it was founded, Verus has financed approximately $28 billion through 54 rated securitization transactions, establishing itself as the predominant non-QM issuer since 2017.

FCPT Announces New $85 Million Term Loan Under Existing Credit Facility

Retrieved on: 
Thursday, March 14, 2024
Commercial Building & Real Estate, Construction & Property, REIT, Huntington Bancshares, J. P. Morgan, Barclays, Truist Financial, Acquisition, Credit, Wells Fargo, Term loan, JPMorgan Chase, Increment, Security (finance)

The Company utilized the accordion feature of the Credit Agreement to enter into a new $85 million term loan (the “Term Loan”).

Key Points: 
  • The Company utilized the accordion feature of the Credit Agreement to enter into a new $85 million term loan (the “Term Loan”).
  • The Term Loan matures in March 2027 with one twelve-month extension exercisable at the Company’s option, subject to certain conditions.
  • Including a credit margin of 0.95% determined under the Credit Agreement by FCPT’s current investment grade ratings of BBB/Baa3 (Fitch/Moody’s), the effective interest rate on the Term Loan is 4.89%.
  • Barclays Bank PLC acted as Syndication Agent and Joint Lead Arranger on the Term Loan with J.P. Morgan Chase Bank, N.A.

J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom

Retrieved on: 
Wednesday, March 13, 2024
Personal Finance, Women, Finance, Banking, Professional Services, Hispanic, Generation Z, Consumer, Asset Management, BIPOC, Depression, The Ad Club, Freedom, ADHD, IRTS, Royal Television Society, Mentorship, ALL, OCD, FREE, Breadwinner model, JPMorgan Chase, Movement, Diane von Fürstenberg, Chase, Marketing

J.P. Morgan Wealth Management and Daniella Pierson, founder and CEO of The Newsette Media Group, are teaming up to help empower people to build their financial freedom.

Key Points: 
  • J.P. Morgan Wealth Management and Daniella Pierson, founder and CEO of The Newsette Media Group, are teaming up to help empower people to build their financial freedom.
  • The event, co-hosted by Daniella and Kristin Lemkau, CEO of J.P. Morgan Wealth Management, will feature powerful programming meant to inspire and give attendees the tools they need to help build their financial future and freedom.
  • With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
  • In 2022, she was named one of Barron’s “10 People to Watch in Wealth Management” and inducted into Forbes’ CMO Hall of Fame.

Truveris Announces C-Suite Appointments & Leadership Promotions

Retrieved on: 
Tuesday, March 12, 2024
Health, Health Technology, Practice Management, Other Health, General Health, Biotechnology, Software as a service, Growth, Press Ganey Associates, SVP, FAB-500, IPO, Head, Senior, Marketing, Prime, Therapy, Pharmacy, JPMorgan Chase, Organization development, Region, Product strategy, PBM, Management

“Over the past few years Garrett, Gregg, and Louise have been instrumental in the significant advancement of Truveris’ commercial and operating strategies,” said Nanette Oddo, Chief Executive Officer, Truveris.

Key Points: 
  • “Over the past few years Garrett, Gregg, and Louise have been instrumental in the significant advancement of Truveris’ commercial and operating strategies,” said Nanette Oddo, Chief Executive Officer, Truveris.
  • Prior to Truveris, Gregg served as SVP, Marketing for Press Ganey, the leading healthcare performance improvement organization.
  • Louise Shea joined Truveris in 2020 and served most recently as Senior Vice President, Product Strategy.
  • Prior to joining Truveris, Louise served as Regional Vice President of Client Engagement at Prime Therapeutics.

JPMorgan Chase to Host First-Quarter 2024 Earnings Call

Retrieved on: 
Tuesday, March 12, 2024
Banking, Professional Services, Finance, Business Wire, J. P. Morgan, JPMorgan Chase, International, Chase, Webcast, Social media, EDT, Security (finance), JPM, Government, Cryptocurrency

As previously announced, JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) will host a conference call to review first-quarter 2024 financial results on Friday, April 12, 2024 at 8:30 a.m. (EDT).

Key Points: 
  • As previously announced, JPMorgan Chase & Co. (NYSE: JPM) (“JPMorgan Chase” or the “Firm”) will host a conference call to review first-quarter 2024 financial results on Friday, April 12, 2024 at 8:30 a.m. (EDT).
  • JPMorgan Chase will notify the public that financial results have been issued through its social media outlet @JPMorgan and @Chase on Twitter, and by a press release over Business Wire that will provide the link to the Firm’s Investor Relations website.
  • JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide.
  • JPMorgan Chase had $3.9 trillion in assets and $328 billion in stockholders’ equity as of December 31, 2023.

Empire State Realty Trust Announces New $715 Million Credit Facility

Retrieved on: 
Monday, March 11, 2024
Residential Building & Real Estate, Commercial Building & Real Estate, Construction & Property, REIT, Bank of America, BofA Securities, Chase Bank, Wells Fargo, Partnership, Bank, Empire State Building, U.S. Bancorp, Bank of Montreal, JPMorgan Chase, ESRT, Security (finance)

Empire State Realty Trust, Inc. (NYSE: ESRT) (the “Company”) today announced that Empire State Realty OP, L.P., its operating partnership, has entered into a new credit facility in the principal amount of $715 million, which consists of a $620 million revolving credit facility and a $95 million term loan facility.

Key Points: 
  • Empire State Realty Trust, Inc. (NYSE: ESRT) (the “Company”) today announced that Empire State Realty OP, L.P., its operating partnership, has entered into a new credit facility in the principal amount of $715 million, which consists of a $620 million revolving credit facility and a $95 million term loan facility.
  • The new revolving credit facility matures on March 8, 2029, inclusive of two six-month extension periods at the option of the Company, and replaces the existing revolving credit facility that was due to mature in March 2025.
  • The term loan facility matures on March 8, 2029, inclusive of two twelve-month extension periods at the option of the Company, and replaces the existing term loan facility that matures in March 2025.
  • “We are pleased with the successful execution of our new credit facility that maintains our strong liquidity position and extends our balance sheet flexibility as we continue to focus on generating stakeholder value,” said Christina Chiu, Empire State Realty Trust’s President.

Practice Intel Launches Advisory Board Comprising Financial Services and Technology Veterans

Retrieved on: 
Monday, March 11, 2024
Software, Banking, Accounting, Professional Services, Business, Fintech, Technology, Asset Management, Other Professional Services, Finance, Other Technology, Consulting, College, Research, XY, Intel, Scripps Research, Growth, Empathy, Merrill (company), Knowledge, CNBC, Practice, CPWA, JPMorgan Chase, Financial adviser

Practice Intel , a data driven platform to help advisors and firms scale organic growth, today announced the appointment of six distinguished financial and tech professionals to its newly established advisory board.

Key Points: 
  • Practice Intel , a data driven platform to help advisors and firms scale organic growth, today announced the appointment of six distinguished financial and tech professionals to its newly established advisory board.
  • These industry veterans are set to play a vital role in steering Practice Intel’s efforts to elevate advisor-client relationships and help advisors scale organic growth.
  • Practice Intel was created to bridge that gap,” said Tom Rieman, CPWA , chief executive officer of Practice Intel.
  • Practice Intel provides the data and strategic guidance to help advisors excel at delivering a modern, differentiated value proposition.

J.P. Morgan Life Sciences Private Capital, Blue Horizon Advisors and United AlSaqer Group Announce Finalists of the 2024 Life Sciences Innovation Summit in Abu Dhabi

Retrieved on: 
Thursday, April 4, 2024
Research, Prevalence, Cleveland Clinic Abu Dhabi, Cleveland Clinic, Creativity, JPMorgan Chase, Health department, Amusement park

NEW YORK, April 4, 2024 /PRNewswire/ -- J.P. Morgan Asset Management's Life Sciences Private Capital, Blue Horizon Advisors and United AlSaqer Group are pleased to announce the 11 finalists of the inaugural J.P. Morgan Asset Management: Life Sciences Innovation Summit .

Key Points: 
  • NEW YORK, April 4, 2024 /PRNewswire/ -- J.P. Morgan Asset Management's Life Sciences Private Capital, Blue Horizon Advisors and United AlSaqer Group are pleased to announce the 11 finalists of the inaugural J.P. Morgan Asset Management: Life Sciences Innovation Summit .
  • The summit will take place on May 14-15, 2024 at Cleveland Clinic Abu Dhabi during Abu Dhabi Global Healthcare Week.
  • The Department of Health - Abu Dhabi is sponsoring the event, aiming to bring together innovators, investors and industry leaders to explore the latest advancements and trends shaping the future of healthcare.
  • "We are very pleased to be partnering with the stellar leadership of the Department of Health - Abu Dhabi, Blue Horizon Advisors, United AlSaqer Group, Cleveland Clinic Abu Dhabi and other local leaders in launching our inaugural innovation summit," said Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital.