Capital market

CBRE Leads Global Real Estate Investment Sales Activity in 2023

Retrieved on: 
Tuesday, March 12, 2024
Residential Building & Real Estate, Construction & Property, REIT, CBRE, Capital market

CBRE was the top-ranked firm for global commercial real estate investment sales during 2023, according to MSCI Real Assets—the 13th consecutive year that CBRE has claimed the top spot.

Key Points: 
  • CBRE was the top-ranked firm for global commercial real estate investment sales during 2023, according to MSCI Real Assets—the 13th consecutive year that CBRE has claimed the top spot.
  • MSCI Real Assets credited CBRE with a 24% market share across all property types on a global basis in 2023—an 800-basis point lead over the nearest competitor.
  • “CBRE Capital Markets facilitates considerable cross-border investment by leveraging our global platform and diverse sector expertise,” said Chris Ludeman , global president of Capital Markets for CBRE.
  • "Through integrated, comprehensive services spanning assets and regions, we provide holistic real estate solutions for investors worldwide.

Houlihan Lokey Expands Healthcare Capital Markets Capabilities With Experienced Hire

Retrieved on: 
Monday, March 11, 2024
Consulting, Banking, Professional Services, Finance, Growth, Capital One, Sale, Acquisition, Houlihan, Capital, Capital market, Investment, Financial services

Based in Chicago, Mr. Shepherd will co-lead the firm’s Healthcare Capital Markets efforts alongside Managing Director Neha Shah.

Key Points: 
  • Based in Chicago, Mr. Shepherd will co-lead the firm’s Healthcare Capital Markets efforts alongside Managing Director Neha Shah.
  • Mr. Shepherd joins following 24 years at Capital One’s Healthcare Banking and Lending unit (formerly GE Capital Healthcare Financial Services prior to its sale to Capital One in 2015), where he most recently served as a Managing Director covering Healthcare Sponsor Finance.
  • Prior to Capital One’s acquisition of GE Capital Healthcare Financial Services, he was a Managing Director there for 10 years, leading investments for GE’s healthcare direct investment practice.
  • “The demand for specialized healthcare capital markets expertise has never been greater, and adding Brent alongside Neha will enable our team to better service our healthcare clients’ expanding needs for capital and advice, as well as will further accelerate the Capital Markets team’s growth in the U.S.”
    “Houlihan Lokey has one of the most experienced and active private Capital Markets teams in financial services,” added Mr. Shepherd.

Fannie Mae Executes Two Credit Insurance Risk Transfer Transactions on $22.0 Billion of Single-Family Loans

Retrieved on: 
Thursday, April 4, 2024
Transfer, UPB, FNMA, News, Acquisition, Insurance, Disclosure, CIRT, Capital market, LTV, Fannie Mae

WASHINGTON, April 4, 2024 /PRNewswire/ -- Fannie Mae (FNMA/OTC) announced today that it has executed two new Credit Insurance Risk Transfer™ (CIRT™) transactions.

Key Points: 
  • WASHINGTON, April 4, 2024 /PRNewswire/ -- Fannie Mae (FNMA/OTC) announced today that it has executed two new Credit Insurance Risk Transfer™ (CIRT™) transactions.
  • Together, CIRT 2024-L2 and CIRT 2024-H1 transferred $709.0 million of mortgage credit risk to private insurers and reinsurers.
  • The loans included in both transactions are fixed-rate, generally 30-year term, fully amortizing mortgages and were underwritten using rigorous credit standards and enhanced risk controls.
  • For more information on specific CIRT transactions, including pricing , please visit our Credit Insurance Risk Transfer webpage .

Oglethorpe Power Fourth Quarter and Year-end 2023 Investor Briefing Call to Be Held April 10

Retrieved on: 
Thursday, April 4, 2024
Telephone, Oglethorpe Power, Corporate communication, PIN, Webcast, Capital market

TUCKER, Ga., April 4, 2024 /PRNewswire/ -- Oglethorpe Power executive management will discuss fourth quarter and 2023 year-end results during a conference call at 12 p.m. Eastern time on Wednesday, April 10, 2024.

Key Points: 
  • TUCKER, Ga., April 4, 2024 /PRNewswire/ -- Oglethorpe Power executive management will discuss fourth quarter and 2023 year-end results during a conference call at 12 p.m. Eastern time on Wednesday, April 10, 2024.
  • Investors, media and the public may view a live webcast or join via telephone.
  • Shortly following the live presentation, a replay of the webcast will be accessible on the Investor Relations page of Oglethorpe Power's website at www.opc.com/investor-relations .
  • For investor questions or questions regarding the investor briefing call, please contact Joe Rick, Director of Capital Markets & Investor Relations, at 770-270-7240 or via e-mail at [email protected] .

Kristen Ahrens joins Blueprint Healthcare Real Estate Advisors ("Blueprint") as Senior Managing Director, Capital Markets

Retrieved on: 
Wednesday, April 3, 2024
Senior, Blueprint, Capital market, Housing, Nursing, Financial services

CHICAGO, April 3, 2024 /PRNewswire/ -- Blueprint , a leading advisory firm in the healthcare real estate sector, is pleased to announce the appointment of Kristen Ahrens to Senior Managing Director, Capital Markets.

Key Points: 
  • CHICAGO, April 3, 2024 /PRNewswire/ -- Blueprint , a leading advisory firm in the healthcare real estate sector, is pleased to announce the appointment of Kristen Ahrens to Senior Managing Director, Capital Markets.
  • Ms. Ahrens' extensive experience in healthcare real estate finance will be instrumental in driving Blueprint's strategic initiative of sourcing debt for its clients.
  • Ms. Ahrens will join in the efforts to elevate Blueprint's existing practice into a full-service capital markets platform.
  • Blueprint has comprehensive industry expertise in skilled nursing, seniors housing, medical office, behavioral healthcare, and capital markets.

LAURENTIAN BANK ANNOUNCES DEPARTURE OF KELSEY GUNDERSON

Retrieved on: 
Tuesday, April 2, 2024
ESG, Capital market, Bank, TSX, Laurentian Bank of Canada, Head, Cryptocurrency

MONTRÉAL, April 2, 2024 /CNW/ - Laurentian Bank of Canada (TSX: LB) (the "Bank") today announced that Kelsey Gunderson, Executive Vice President & Head, Capital Markets, has made the decision to leave the Bank to focus on personal interests prior to establishing the next path in his professional journey.

Key Points: 
  • MONTRÉAL, April 2, 2024 /CNW/ - Laurentian Bank of Canada (TSX: LB) (the "Bank") today announced that Kelsey Gunderson, Executive Vice President & Head, Capital Markets, has made the decision to leave the Bank to focus on personal interests prior to establishing the next path in his professional journey.
  • In the interim, Brian Doyle, currently Chief Financial Officer of Capital Markets, will assume the role of Acting Head, Capital Markets and Acting President & Chief Executive Officer of Laurentian Bank Securities Inc., and will be responsible for its day-to-day operations.
  • "I would like to sincerely thank Kelsey for his many contributions to the Bank over the last five years, including navigating our Capital Markets business through multiple periods of market volatility," said Éric Provost, President & CEO.
  • Mr. Gunderson joined Laurentian Bank in his current role in 2019.

Alejandro Daniel Lerner Joins ACP Capital Markets

Retrieved on: 
Tuesday, April 2, 2024
ACP, Syracuse University, Bear Stearns, AB, Capital market, Investment, Water, Lehman Brothers, Economics, Corporation, Mining

STAMFORD, Conn., April 2, 2024 /PRNewswire/ -- ACP Capital Markets is pleased to announce the appointment of Alejandro Daniel Lerner as a Managing Director to its core Latin American Capital Markets coverage team, further solidifying its position as a regional leader in private credit, equity and advisory work for middle market companies in Latin America.

Key Points: 
  • STAMFORD, Conn., April 2, 2024 /PRNewswire/ -- ACP Capital Markets is pleased to announce the appointment of Alejandro Daniel Lerner as a Managing Director to its core Latin American Capital Markets coverage team, further solidifying its position as a regional leader in private credit, equity and advisory work for middle market companies in Latin America.
  • "Dan's appointment represents a significant milestone for ACP Capital Markets," said Bruce Anfindsen, Founding Partner and Head of Latin American Investment Banking at ACP.
  • Alejandro Lerner graduated Summa Cum Laude from Syracuse University with dual concentrations in Finance and Economics.
  • A native of Argentina, he was raised in Europe and currently resides in the New York City area.

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

Retrieved on: 
Monday, April 1, 2024
Wheaton College, Nomura Securities, Partner (business rank), Business, Acquisition, Columbia University, University, Head, Evercore, Investment banking, Capital market, International finance, Vice, Citco, UBS, RBC Capital Markets, Security (finance)

NEW YORK, April 1, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, today announced the appointment of four new members to its Investment Banking team. Braden Ferrari has been brought on as Head of Institutional Sales, David Braccia and Evan Wynn join as Vice Presidents, Capital Markets and Jacob Wilson has been named a Vice Presidents, Investment Banking.

Key Points: 
  • The significant expansion of the Kingswood Investments team follows the strategic buildout of the firm's in-house investment banking capabilities over the past few years and illustrates the firm's commitment to this successful and growing business.
  • The Kingswood U.S. investment banking group provides access to capital to mid-market businesses undergoing varying degrees of operational, financial or market-driven change.
  • Braden Ferrari has over 20 years of corporate finance and investment banking experience, advising C-level executives and the boards of directors at public companies.
  • The Kingswood Investment Banking team is comprised of senior professionals with an average of more than 20 years in investment banking, located in New York, Florida and Texas.

Newmark Announces Expansion of Retail Capital Markets Team; Hires Industry Expert Conor Lalor to Lead

Retrieved on: 
Thursday, March 28, 2024
Minter, RKF, Newmark Group, Sun Belt, Lead, Sale, Lalor, Senior, Capital market, CRC, Gold, ICSC, Financial services

Lalor's team will also collaborate closely with Chairman of Global Retail, Newmark Retail Services Mark Masinter and the broader Retail services team to advise clients on the latest retail trends.

Key Points: 
  • Lalor's team will also collaborate closely with Chairman of Global Retail, Newmark Retail Services Mark Masinter and the broader Retail services team to advise clients on the latest retail trends.
  • The expansion of Retail Capital Markets further strengthens Newmark's cohesive retail services platform and the firm's Capital Markets business offerings.
  • "This is an exciting time in the retail sector, with strong fundamentals and investor interest rapidly expanding," said Lalor.
  • "Newmark has built a world-class retail leasing and capital markets business, and the opportunity to lead and team up with some of the industry's most renowned and respected professionals creates immeasurable value-creation opportunities for our clients, combining expert insight into retail trends with capital markets advisory.

OpenYield Launches Fully Automated, Equity-Like Marketplace to Lead Bond Trading Into the Next Era

Retrieved on: 
Thursday, March 28, 2024
MSRB, Algorithm, ATS, Toronto-Dominion Bank, AUC, Flow Traders, Apex, Human, Capital market, Treasury, API, FINRA, Security (finance)

NEW YORK, March 28, 2024 /PRNewswire/ -- OpenYield Trading LLC, a FINRA-registered broker-dealer and SEC-registered alternative trading system (ATS), today printed its first trade, marking the launch of its platform. OpenYield modernizes fixed-income investing and empowers broker-dealers, advisors and asset managers to easily enter the bond market or enhance their existing offerings. With unique liquidity, no minimums, flexible APIs and a powerful technology stack that delivers data and analytics, OpenYield provides a low-cost, equity-like marketplace for bond trading. 

Key Points: 
  • OpenYield modernizes fixed-income investing and empowers broker-dealers, advisors and asset managers to easily enter the bond market or enhance their existing offerings.
  • With unique liquidity, no minimums, flexible APIs and a powerful technology stack that delivers data and analytics, OpenYield provides a low-cost, equity-like marketplace for bond trading.
  • To date, OpenYield has onboarded prominent algo-enabled market makers such as Flow Traders and TD Securities Automated Trading.
  • We're thrilled to support OpenYield as they pave the way for broker-dealers, advisers, and beyond to enter the bond trading arena seamlessly.