Paula Solanes

One of the key themes in securitized credit markets in 2024 has been the high levels of activity in primary issuance markets. May was the busiest single month for issuance in over a decade - find out more about the investment opportunity.

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“There is a lot of pent-up demand.” CEO Jane Fraser on expected M&A and sponsor activity amid broader company transformations, via Bloomberg.

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💡 "It is a scale game at the moment, in industry after industry." – Jane Fraser, Citi CEO In this insightful commentary, Citi CEO Jane Fraser explores the resurgence of M&A activity, driven by the need for alignment with technological advancements and the release of pent-up demand. Her thoughts highlight how businesses are navigating uncertainties and seizing opportunities in today’s global financial landscape. Key Takeaways: 🔹 Scale as a Differentiator – Industries focusing on scaling up for resilience 🔹 Pent-Up Demand Driving M&A Activity – Renewed interest as markets stabilize 🔹 Alignment with Technology – Staying competitive by integrating advances in technology 🔹 Sponsor Activity – Confidence in creating value in challenging conditions At Kick Advisory, we align with these insights, recognizing the importance of strategy and confidence in delivering growth. 🚀 #MergersAndAcquisitions #ScaleMatters #Technology #BusinessGrowth #Confidence #CompetitiveAdvantage #KickAdvisory #YourSuccessPartner Afsar Ebrahim Pierre d'Unienville Joelle Ng Foong Lee Christophe Dumazel Cora Ng-Korimbocus, DipM FCIM Henna Ebrahim

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Apollo-managed funds and affiliates have invested in a $370 million infrastructure credit portfolio of Santander. The transaction was led by Apterra Infrastructure Capital, Apollo’s infrastructure finance platform, illustrating how we work with our broad ecosystem to provide bespoke solutions.   The Infrastructure sector continues to see robust investment to support next-gen infra and transition assets, and is an area where we expect to be increasingly active at Apollo.    Read more from Bloomberg: https://lnkd.in/eJQ98RnP

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Business can gain a competitive advantage by using data and automation to evolve toward a frictionless ecosystem. See the full interview with Rhonda Green , CTP, MBA, Head of Treasury and Payments Sales – Emerging Middle Market at J.P. Morgan. https://lnkd.in/e9wTzH-Q

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As quoted today by Financial Planning: Robinhood will now compete one-on-one with the likes of #Schwab, #Pershing, #Ameriprise, #LPL and #Fidelity at the institutional level, said Michael Ashley Schulman, founding partner and chief investment officer at Running Point Capital Advisors in El Segundo, California. "Historically, #Robinhood has always targeted the individual or retail do-it-yourself #investor, but with this acquisition, they will now also target professional #financialadvisors and #wealth management firms, as their clients," he said. "This elevates Robinhood to a whole new level and opens up fresh revenue possibilities." ~~ Running Point, “we are your family office”™️ #taxplanning #estateplanning #assetmanagement #future #investing #taxes #wealthmanagement #economy ~~ Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. This is not investment advice and this is not a recommendation to buy or sell a security. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-191

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🚨 Banks Are Calling Back 5% CDs Early! 💸 With interest rates falling, many high-yield CDs are getting called back before they mature, leaving investors with fewer options. Learn why this is happening, what callable CDs are, and how to protect your returns. 📉 👉 Read the full article on how to navigate this changing landscape and make smart reinvestment choices! #CDs #InterestRates #CallableCDs #Investing #PersonalFinance #Savings #FedRateCut

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Low-Income Consumers Struggle Amid Rising Debt, Says SoLo Funds Co-Founder The financial landscape for American households is increasingly challenging, especially for low-income consumers grappling with rising debt levels. Rodney Williams, co-founder of SoLo Funds, highlights the struggles faced by these families and underscores the platform's commitment to providing innovative financial assistance. This article explores SoLo Funds' pivotal role in supporting those in need. Understanding the Burden of Increasing Debt on American Households There's no denying that increasing debt is a major concern for American households today. The statistics tell a startling story. Consumer debt has reached staggering heights, with many families struggling to keep their heads above water. In fact, millions of households are carrying credit card balances, student loans, and other forms of debt. This burden weighs heavily, especially on low-income consumers who often find themselves caught in a cycle of financial stress. The emotional and financial toll on these families can be overwhelming. Not only do they face the pressure of making ends meet, but they also deal with the anxiety and fear that come with increasing debt. It affects their ability to plan for the future, provide for their families, and even impacts their mental health. Rising debt is not just a number; it's a challenge that many households are navigating every single day. Rodney Williams' Insights on SoLo Funds Rodney Williams, the co-founder of SoLo Funds, has a deep understanding of the challenges facing low-income consumers in today's financial climate. With a commitment to creating solutions for those in need, he has dedicated his career to helping families get back on track. In a recent Bloomberg Markets interview, Williams shared insights into the unique issues that consumers are facing today. He emphasized that traditional lending often doesn't cater to the specific needs of low-income individuals. SoLo Funds was founded on the idea of empowering consumers with affordable, accessible financial assistance. Rodney's vision for SoLo Funds is clear: to break the cycle of debt through innovative lending solutions that truly support low-income communities. The Role of SoLo Funds in Marketplace Lending Marketplace lending is gaining traction as an alternative way for individuals to find financial assistance. For low-income consumers, the traditional ways of borrowing often fall short, leading to further financial stress. This is where SoLo Funds comes in. SoLo Funds operates as a platform that connects borrowers with lenders willing to provide small loans. The process is user-friendly and tailored to make borrowing accessible. Unlike traditional lenders, SoLo Funds allows consumers to set their own terms within a supportive community. This model fosters a sense of empowerment, giving low-income consumers better control over their financial situations. How Low-Income Consumers ...

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🔎 Check out this recent article from Economist Impact and J.P. Morgan Private Bank on nearshoring in Latin America. It features commentary from both ISI President & CEO, Anthony Kane, ENV SP, and Envision trainer and advocate, Cristina Contreras Casado, on the critical role of infrastructure to support such developments. #nearshoring #sustainableinfrastructure #sustainabledevelopment

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One of The World’s Largest Alternative Investment Firms, KKR, With $575 Billion AUM To Join The S&P 500 🤯 KKR, CrowdStrike & GoDaddy are set to join the benchmark S&P 500 index. KKR’s inclusion highlights the growing influence of private market firms in the index. Alongside Private Equity ($183bn AUM) they also invest across Credit ($260bn), Real Estate ($71bn) and Infrastructure ($61bn). The firm aims to hit $1 trillion AUM in the next 5 years. Index.

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Despite election uncertainty and rising geopolitical tension, Head of Citi Private Bank, Ida Liu continues to see pockets of long-term opportunity. Watch her interview with Bloomberg where she discusses market views and key trends for UHNW investors. https://on.citi/4auDZ3x Ida’s key takeaways: 1. Performance in the market is broadening with the NASDAQ hitting an all-time high yesterday. We see potential opportunity in small and mid-cap companies and also in industries such as tech, healthcare and AI. 2. The great wealth transfer means an expected $85 trillion will transfer to the next generation over the next decade. It’s essential we start preparing sooner rather than later for this transition. 3. Women currently control a third of the world’s wealth and this is only set to grow even more, to around 50% over the next 5 years. What steps are we taking to ensure they’re equipped with the right tools to succeed? At Citi, we regularly host curated women-centred events to explore challenges and strategies.

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International bond issuance in Latin America is expected to climb in Q1 2025, led by sovereigns and investors alike and building off an active 2024. Natixis CIB's Julio Mariscal, Head of Debt Capital Markets for Latin America, talks to Hernán Goicochea about why/where the region shines among emerging markets in the New Year. Read here: https://lnkd.in/g89wV4Rt #latam #finance #emergingmarkets LatinFinance

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Our Corporate team have identified USD800bn of debt sitting on cusps of the ‘A’ and ‘BBB’ categories. At the ‘A’ level, USD550m belonging to Chinese issuers with IDRs linked to the sovereign, but the cusp list also includes Intel and PECO Energy Company in the U.S. The split of debt on the cusp of the ‘BBB’/‘BB’ categories is more balanced, although leans slightly more towards downgrades, with 26 potential fallen angels (USD180bn aggregated debt), compared to 17 potential rising stars (USD120bn aggregated debt). Boeing’s debt accounts for about one-third of the total debt of all potential fallen angels, following its Outlook revision to Negative. The free-to-air summary from colleagues Emmanuel Bulle and Tatiana Kordyukova, highlighting individual issuers, is at https://lnkd.in/eKVn56-r; the full report for subscribers is at https://lnkd.in/ewP7G2nT. #fitchoncredit #investmentgrade #creditratings

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🚀 Thank you to everyone that joined us for our series, 𝗛𝗼𝘄 𝗜 𝗕𝘂𝗶𝗹𝘁 𝘁𝗵𝗶𝘀 𝗖𝗮𝗿𝗲𝗲𝗿, ft. Joseph Clark III, VP of Startup Banking J.P. Morgan Joseph (Joey) shared his remarkable journey in the form of ‘crucible moments’—the pivotal experiences that shaped his identity, beliefs, and trajectory. Some key moments in his career include earning a law degree and MBA from The Ohio State University, to being a consultant at Nationwide, to becoming a VP at SVB and finally landing his current role at J.P. Morgan. 💫 Here are some highlights from Joey’s talk: 1. You are a product of your macroeconomic environment. Lean into it and focus on the things that you can control. Joey was looking for opportunities on Capitol Hill during a tough job market. He ended up switching to the private sector and getting an MBA to widen the aperture of what he could do. 2. Find your sponsors and create advocates for yourself. Your development is your own responsibility, but you have to find advocates who want to be a part of what you’re building. Joey built his network by having a positive impact on others and found sponsors that invested in him. 3. Create your guiding principles and use them when you’re evaluating career decisions to see if it will get you closer to where you want to be. One of Joey’s guiding principles is—“I want my work to be of global concern”. Watch the full video here: https://lnkd.in/gRgJCWQr 📈Looking to break into product marketing? Don't miss out on our next speaker, Edward Dapello (Product Marketing Manager @ Microsoft) 📌 RSVP now for May 1st at 12pm PDT: https://lnkd.in/gmYEMNXd #Startups #Banking #Finance #Internships #Students #Product #CareerAdvice #ProfessionalDevelopment

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Citigroup's stock could double in value over the next three years as profits surge, expenses moderate, and the "most significant" reorganization in five decades improves management accountability, Wells Fargo analysts wrote in a note on Friday. The third-largest U.S. lender is the brokerage's "dominant pick" among large-cap banks under almost any scenario, barring a recession. The analysts raised their price target to $110 from $95, while maintaining an "overweight" rating. Reuters story with Niket Nishant https://lnkd.in/gpd9xxtP

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"INTERNAL CAPITAL ADEQUACY ASSESSMENT PROCESS (ICAAP IMPLEMENTATION)" with Juan Ramirez, Senior Regulatory Capital Expert Deutsche Bank London. RMTC 2024 📍Santa Fe, CDMX. 🗓️ 21-24 AGOSTO 2024 BOOK NOW: https://lnkd.in/gwVG4de8 #risk #riskmathics #RMTC2024 #InternalCapitalAdequacy #ICAAPImplementation

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Goldman Sachs on Monday posted first-quarter profit and revenue that topped analysts’ expectations, fueled by a surge in trading and investment banking revenue. Here’s what the company reported: Earnings: $11.58 per share, vs. $8.56 expected, according to LSEG Revenue: $14.21 billion, vs. expected $12.92 billion The bank said profit jumped 28% to $4.13 billion, or $11.58 per share, from the year earlier period, thanks to a rebound in capital markets activities. Revenue rose 16% to $14.21 billion, topping analysts’ estimate by more than $1 billion. https://lnkd.in/gxRFiGSK