This week we chat with Tim Kelly, a 30+ year veteran of private equity and capital markets. Since retiring as a senior investment Partner with Adams Street Partners, Tim has completed his Ph.D. in Organizational Psychology. His focus is what investors, LPs, GPs, and capital market participants can learn by applying new perspectives on people,…

This week we continue our conversation with Ron Kubick, Managing Partner and founder of Cadence Credit Partners, an independent capital markets advisory firm that provides middle market companies (public, private, and sponsor owned) with capital markets advisory expertise when companies seek financing from traditional or alternative credit providers. Second of two parts – View part one The…

This week we chat with Ron Kubick, Managing Partner and founder of Cadence Credit Partners, an independent capital markets advisory firm that provides middle market companies (public, private, and sponsor owned) with capital markets advisory expertise when companies seek financing from traditional or alternative credit providers. The Lead Left: Ron, what type of companies are…

On Wednesday, February 24th, Meredith Coffey, EVP of the Loan Syndications and Trading Association, testified before the House Financial Services Subcommittee on Capital Markets. The point of her testimony was four-fold: i) To explain the importance of loans to non-investment grade companies, ii) to explain the role CLOs play in this financing, iii) to explain…

This week we continue our conversation with Edwin Cass, Chief Investment Strategist, Canada Pension Plan Investment Board. Mr. Cass is responsible for CPPIB’s overall fund level investment strategy. He also chairs the Investment Planning Committee, which approves all new investment programs and oversees all portfolio risks, including passive, active, credit and liquidity risk. Second of two…

This week we chat with Edwin Cass, Chief Investment Strategist, Canada Pension Plan Investment Board. Mr. Cass is responsible for CPPIB’s overall fund level investment strategy. He also chairs the Investment Planning Committee, which approves all new investment programs and oversees all portfolio risks, including passive, active, credit and liquidity risk. The Lead Left: Ed,…

This week we continue our conversation with Kathryn Dick, Managing Director, Promontory Financial Group. Kathy advises clients on regulatory issues, risk management, and capital market activities. Prior to Promontory, Kathy had a 26-year tenure at the Office of the Controller of the Currency.  Second of two parts – View part one The Lead Left: There’s concern among…

This week we chat with Kathryn Dick, Managing Director, Promontory Financial Group. Kathy advises clients on regulatory issues, risk management, and capital market activities. Prior to Promontory, Kathy had a 26-year tenure at the Office of the Controller of the Currency.  The Lead Left: Kathy, you’ve had an extensive career in bank regulations. How did…

This week we continue our conversation with Adrian Docherty, who heads up BNP Paribas’ Bank Advisory team. His team helps banks who are customers and counterparties of BNP Paribas to improve their management of risk, capital, funding, liquidity and profitability. He is also the author of Better Banking: Understanding and Addressing the Failures in Risk…

This week we chat with Adrian Docherty, who heads up BNP Paribas’ Bank Advisory team. His team helps banks who are customers and counterparties of BNP Paribas to improve their management of risk, capital, funding, liquidity and profitability. He is also the author of Better Banking: Understanding and Addressing the Failures in Risk Management, Governance…