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4/8/2013
A Letter to Our Clients
Our Senior Managing Principals reflect on the firm’s 25th anniversary, deep client relationships and continued focus on financial companies.
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1/16/2013
Asset Manager Transaction Review - Improved Transaction Activity in 2012
Transaction volume among asset managers increased for the second consecutive year, reflecting improving stock markets globally, increased M&A activity among independently owned asset managers seeking to avoid anticipated tax hikes, and the continued unwinding of non-core businesses by larger financial institutions.
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1/15/2013
End of the Consumption Era
by Robert B. Albertson, Principal - We believe financials remain sufficiently disconnected from the economy to be overweighted as the world continues struggling to recover. Signs of life continue to become increasingly evident in business lending. A fiscal crisis has been narrowly avoided without addressing fundamental problems. U.S. consumer spending faltered and remains weak despite short burst of promise.
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8/20/2012
Webinar replay: Stress Testing and Capital Adequacy - What Every Bank Should Know
A webinar featuring an expert panel from Sandler O'Neill and global management consulting firm Oliver Wyman discussing additional bank stress testing requirements for virtually all U.S. banks. The webinar details how the stress tests will work and what adjustments banks can make in their strategic and business planning now to ready themselves.
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7/13/2012
Webinar replay: Basel III - The Impact on Your Bank
A webinar featuring an expert panel from Sandler O'Neill and law firm Wachtell, Lipton, Rosen & Katz, moderated by SNL. Panelists discuss the serious and far-reaching implications of Basel III capital rules on U.S. banks.
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7/11/2012
Scale Increasingly Matters (Why Consolidation is Destiny)
by Robert B. Albertson, Principal - The negative narrative on banking, that it is doomed to being a moribund utility sector, burdened by regulation and hefty levels of capital, does not fit the data. Rather, recent quarterly data reveals a remarkable recovery in profitability despite record levels of capital.
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7/2/2012
The Right Rubicon
by Robert B. Albertson, Principal - the latest Euro resolution plan is much more likely to resolve the short-term uncertainties by making it clear to bank depositors and creditors that the full faith and credit of the European Monetary Union is behind its banking system and greatly limits the call on hard cash support that could mushroom into socializing private debt onto public balance sheets.
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6/21/2012
U.S. Basel III Capital Rules - Broad Application with Substantial Increase in Complexity and Required Capital
by Thomas W. Killian, Principal - Banks will face several new challenges when the Basel III capital standards become U.S. regulations as perscribed by the Fed's Notice of Proposed Rulemaking. Many speculated that the rules would only affect large banks, but the Fed is applying them to all insured depository institutions, savings and loan holding companies, and all bank holding companies with $500 million or more in assets.
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