House of Morgan

Chase Expands Retail Branches to All Lower 48 States

Retrieved on: 
星期三, 八月 4, 2021

Chase today announced that it has officially opened bank branches in all of the lower 48 states, marking an important milestone in its expansion plans and as the first national bank to have a retail presence in the contiguous United States.

Key Points: 
  • Chase today announced that it has officially opened bank branches in all of the lower 48 states, marking an important milestone in its expansion plans and as the first national bank to have a retail presence in the contiguous United States.
  • View the full release here: https://www.businesswire.com/news/home/20210804005697/en/
    The bank is more than halfway through its plans to open 400 branches in new markets by the end of 2022.
  • Since announcing expansion plans in 2018, Chase has opened more than 220 branches and entered 25 new states and the District of Columbia.
  • Customers can choose how and where they want to bank: More than 4,800 branches in 48 states and the District of Columbia, 16,000 ATMs, mobile, online and by phone.

ZoomInfo Announces Secondary Offering of Shares of Class A Common Stock

Retrieved on: 
星期二, 八月 3, 2021

No shares are being sold by ZoomInfo.

Key Points: 
  • No shares are being sold by ZoomInfo.
  • The last reported sale price of ZoomInfos Class A common stock on August 2, 2021 was $54.78 per share.
  • Morgan Stanley is acting as the underwriter for the offering.
  • The underwriter proposes to offer the shares of Class A common stock to the public at a fixed price, which may be changed at any time without notice.

New LinkedIn Live series with Soledad O’Brien to deliver career tips and opportunities to early- and mid-career Black professionals

Retrieved on: 
星期二, 八月 3, 2021

Soledad OBrien, the award-winning journalist and CEO of Soledad OBrien Productions, will host the six-part series, which will be streamed on LinkedIn Live, and cover a wide range of career paths within the firm.

Key Points: 
  • Soledad OBrien, the award-winning journalist and CEO of Soledad OBrien Productions, will host the six-part series, which will be streamed on LinkedIn Live, and cover a wide range of career paths within the firm.
  • Through conversations between OBrien and JPMorgan Chase executives, the episodes will highlight career paths and opportunities in community banking and financial health, as well as financial advisory and technology roles.
  • The ABP Careers Series stems from JPMorgan Chases efforts to improve diverse representation at the firm across all career levels and lines of business.
  • In addition to streaming on LinkedIn Live, each of the episodes will be featured on the careers section of the Advancing Black Pathways website .

Morgan Stanley Investment Management Raises $1.6 billion for North Haven Credit Partners III

Retrieved on: 
星期二, 八月 3, 2021

Morgan Stanley Investment Management today announced that it has raised $1.6 billion for North Haven Credit Partners III (NHCP III or the Fund), exceeding its original fundraising target by 29%.

Key Points: 
  • Morgan Stanley Investment Management today announced that it has raised $1.6 billion for North Haven Credit Partners III (NHCP III or the Fund), exceeding its original fundraising target by 29%.
  • Morgan Stanley Private Credit, part of Morgan Stanley Investment Management, is a private credit platform focused on direct lending and opportunistic private credit investment in North America and Western Europe.
  • 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.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

ATTENTION NORTHSTAR FINANCIAL SERVICES (BERMUDA) INVESTORS: The Securities Arbitration Law Firm of KlaymanToskes Commences Investigation of Potential Claims on Behalf of J.P. MORGAN SECURITIES CUSTOMERS

Retrieved on: 
星期一, 八月 2, 2021

MIAMI, Aug. 02, 2021 (GLOBE NEWSWIRE) -- National investor fraud law firm, KlaymanToskes (KT), has commenced an investigation of potential FINRA arbitration claims on behalf of investors who sustained losses exceeding $250,000 in Northstar Financial Services (Bermuda) (Northstar) purchased through J.P. Morgan Chase Co.s (NYSE: JPM) subsidiary, J.P. Morgan Securities (JPMorgan).

Key Points: 
  • MIAMI, Aug. 02, 2021 (GLOBE NEWSWIRE) -- National investor fraud law firm, KlaymanToskes (KT), has commenced an investigation of potential FINRA arbitration claims on behalf of investors who sustained losses exceeding $250,000 in Northstar Financial Services (Bermuda) (Northstar) purchased through J.P. Morgan Chase Co.s (NYSE: JPM) subsidiary, J.P. Morgan Securities (JPMorgan).
  • In 2019, Northstar owner Greg Lindberg was indicted on federal wire fraud and bribery charges, and he is currently serving in prison after his conviction last year.
  • The sole purpose of this release is to investigate potential FINRA arbitration claims relating to JPMorgans sales practices concerning Northstar Financial Services (Bermuda).
  • KT is a leading national securities law firm which practices exclusively in the field of securities arbitration on behalf of retail and institutional investors throughout the world in large and complex securities matters.

Tricolor Completes $234 Million Asset-Backed Securitization, Oversubscribed by 3.5x

Retrieved on: 
星期一, 八月 2, 2021

JPMorgan Securities LLC acted as the sole lead book-running manager and Barclays acted as co-manager.

Key Points: 
  • JPMorgan Securities LLC acted as the sole lead book-running manager and Barclays acted as co-manager.
  • We are extremely excited to have attracted an expanded set of institutional investors to support our growth having been oversubscribed by more than three times, said Daniel Chu, founder and CEO of Tricolor Holdings.
  • Leveraging advanced AI technology, nearly fourteen years of proprietary customer insights, and over 22 million unique, non-traditional attributes, Tricolor has served over 85,000 customers and disbursed over $1.5 billion in affordable auto loans.
  • On a combined basis, Tricolor and Ganas have served over 80,000 customers and disbursed over $1.5 billion in affordable auto loans by using their proprietary model to segment risk.

JPMorgan Chase Files Form 10-Q for the Quarter Ended June 30, 2021

Retrieved on: 
星期一, 八月 2, 2021

JPMorgan Chase & Co. (NYSE: JPM) (JPMorgan Chase or the Firm) has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2021 with the SEC.

Key Points: 
  • JPMorgan Chase & Co. (NYSE: JPM) (JPMorgan Chase or the Firm) has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2021 with the SEC.
  • 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 $3.7 trillion in assets and $286.4 billion in stockholders equity as of June 30, 2021.
  • Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .

Hill Country Asset Management To Join Arcesium's Technology And Services Platform Through Existing Joint Offering With J.P. Morgan

Retrieved on: 
星期二, 七月 27, 2021

NEW YORK, July 27, 2021 /PRNewswire/ --Arcesium LLC, a leading global financial technology and professional services firm, announced today that Hill Country Asset Management has chosen to deploy Arcesium's joint offering with J.P. Morgan's Securities Services.

Key Points: 
  • NEW YORK, July 27, 2021 /PRNewswire/ --Arcesium LLC, a leading global financial technology and professional services firm, announced today that Hill Country Asset Management has chosen to deploy Arcesium's joint offering with J.P. Morgan's Securities Services.
  • Through their existing strategic partnership, Arcesium and J.P. Morgan will address Hill Country's middle office, back office, and fund administration needs with a seamlessly integrated solution.
  • Arcesium will provide technology and services for enterprise data management, internal books and records, reconciliation, and treasury workflows, and J.P. Morgan will act as Hill Country's fund administrator.
  • We are confident the joint solution provided by Arcesium and J.P. Morgan will allow us to focus on higher business issues and strategies," said Jim Hansen, Chief Operating Officer of Hill Country Asset Management.

Star Mountain Capital Names John Ide, Former Managing Director at JPMorgan Asset Management ($2+ Trillion AUM), as Managing Director and Increases Midwest Coverage

Retrieved on: 
星期二, 七月 27, 2021

Mr. Ide spent the bulk of his career, 22 years, at JPMorgan Asset Management, the $2+ trillion AUM investment manager that is part of the international commercial and investment banking group JPMorgan Chase (NYSE: JPM).

Key Points: 
  • Mr. Ide spent the bulk of his career, 22 years, at JPMorgan Asset Management, the $2+ trillion AUM investment manager that is part of the international commercial and investment banking group JPMorgan Chase (NYSE: JPM).
  • As a Managing Director and member of the Strategic Client Group, he oversaw some of the largest and most sophisticated institutional clients and also served on various internal management committees.
  • While at Banc One Capital Markets, he originated, structured and underwrote more than $3 billion in asset backed credit securities.
  • Star Mountain is dedicated to this large market of underserved businesses purpose-built to address the challenges and opportunities of these companies.

B2C2 Hires Citadel Global Fixed Income COO and Electronic Trading Pioneer

Retrieved on: 
星期一, 七月 26, 2021

Nicola joins B2C2 from Citadel Securities where she was Global COO of Fixed Income.

Key Points: 
  • Nicola joins B2C2 from Citadel Securities where she was Global COO of Fixed Income.
  • B2C2, which was acquired by innovative Japanese financial group SBI in December 2020, has recently expanded its offering beyond crypto to include 24/7 FX trading.
  • Prior to Citadel Securities, Nicola was global head of electronic markets within the fixed income division at Morgan Stanley, where she held numerous leadership roles since joining in 2003.
  • Two of her most significant accomplishments include the electronification of interest rate trading for the bank and the launch of a Canadian fixed income business.