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Justin Jones

TechnologyThe NeuGroup Insights Interview
February 9, 2023

Funding Growth-Tech During a Downturn: A Tech Banker’s Insights

Bank of the West’s Andreas Bubenzer-Paim on markets, ChatGPT and bankers helping tech firms weather recessions. The collapse of the IPO market in 2022 is just one factor weighing on growth-tech firms that need financing as they prepare for a possible economic downturn while watching many mega-cap tech companies eliminate jobs. That’s the backdrop for this timely Strategic Finance Lab podcast conversation with Andreas Bubenzer-Paim, managing director and head of technology banking at Bank of the West. You can listen to it…
Justin Jones
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BankingTalking Shop
February 9, 2023

Talking Shop: Do You Pay All Joint Lead Arrangers of Revolvers?

Editor’s note: NeuGroup’s online communities provide members a forum to pose questions and give answers. Talking Shop shares valuable insights from these exchanges, anonymously. Send us your responses: [email protected]. Member question: “We have three joint leader arrangers (JLAs) for our revolving credit facility and the JLA that drives the revolver renewal gets paid more than the others. “There are some companies with a lot more than three JLAs. If we were to grow the top tier/JLA group, would the market standard be…
Justin Jones
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Capital MarketsD&IInvestment Management
February 2, 2023

Reaching Out: Treasury Leads Engagement With Diverse-owned Firms

NeuGroup research reveals treasury is the primary driver of greater engagement with minority-owned banks, brokers and asset managers.  As chief procurer of financial services, treasury is at the epicenter of a complex ecosystem of financial partners, from banks to brokers to pension and cash investment managers. According to NeuGroup’s D&I Financing and Asset Management Survey, treasury is not only seeking greater engagement with minority-owned firms but is the driving force behind companies’ efforts to build more expansive financial relationships with these…
Justin Jones
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Capital MarketsTechnologyThe NeuGroup Insights Interview
February 2, 2023

Tech in the Spotlight: The Outlook for Financing Growth in 2023

Capital markets insights from Bank of the West Head of Technology Banking Andreas Bubenzer-Paim. If you only read the headlines, you might think that every technology company in the world is cutting jobs. But Andreas Bubenzer-Paim, Managing Director and Head of Technology Banking at Bank of the West, knows that layoffs by giants like Alphabet, Microsoft, IBM and other mega-caps are only part of a tech sector landscape which includes thousands of smaller, high-growth tech firms—many still private—that are actively hiring, not…
Justin Jones
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Cash & Working Capital
February 2, 2023

Cash Leadership Councils: Leading the Charge to a Cash Culture

Finance leaders and business heads collaborate on improving working capital management. “Working capital is going to be a major challenge in 2023,” a member of NeuGroup for Global Cash and Banking said recently to kick off a session taking place as rising recession fears intensify the pressure on treasury to free up cash. The member is not alone: working capital optimization ranked as a top-five priority for treasurers in NeuGroup’s 2023 Finance & Treasury Agenda Survey​. To improve working capital management, members at this session…
Justin Jones
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TechnologyTreasury Management
January 26, 2023

Turbocharging Treasury Automation

Treasurers predict a sixfold surge in the adoption of AI-enabled analytics tools. Cash forecasts are notoriously unreliable, primarily because of limited visibility into current and forward-looking data. However, in a year when liquidity is going to come at a premium, treasury must develop a clearer understanding of where cash is today, and how much more is coming down the pipeline. Cognizant of this need, treasurers responding to NeuGroup’s 2023 Finance & Treasury Agenda Survey ranked improving analytics and modeling capabilities…
Justin Jones
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FP&ATechnologyThe NeuGroup Insights Interview
January 26, 2023

ChatGPT, AI and the Future of Finance: An FP&A Leader’s Vision

Baxter International FP&A head Aaron Bloomer shares insights on how FP&A can lead finance into the digital future. The buzz surrounding the OpenAI tool ChatGPT has highlighted the power of artificial intelligence and the potential for AI to bring the future of finance forward—in ways that will further disrupt and transform finance organizations. That’s the jumping-off point for a lively Strategic Finance Lab podcast conversation between NeuGroup’s Justin Jones and Baxter International vice president of FP&A Aaron Bloomer about AI, advanced analytics and the leading role finance…
Justin Jones
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Capital MarketsLibor SOFR
January 26, 2023

Time Crunch Facing High-yield Loans Without Fallback Language

As Libor cession approaches, borrowers that have yet to seek refis or amendments may face higher execution costs. Libor will cease to exist on June 30, yet many borrowers in the high-yield loan market have yet to amend or refinance their loans to address the need to switch to a different reference rate. Syndicated loans with the Alternative Reference Rates Committee’s recommended replacement (or “hardwired fallback”) language will be automatically converted to the Secured Overnight Financing Rate (SOFR) on June…
Justin Jones
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RegionalTreasury Management
January 19, 2023

Girding for Trouble Ahead: A 2023 Crisis Management Playbook

Treasury and finance teams can better prepare for potential disruption and crises by codifying past lessons. Over the last few years, treasuries have faced significant market and geopolitical shocks, including the onset of Covid, the war in Ukraine and extreme global financial market volatility. This year promises to be equally if not more challenging. Respondents to NeuGroup’s 2023 Treasurers’ Agenda Survey listed an economic downturn as their No. 1 risk this year. Financial market volatility was tied with political uncertainty for…
Justin Jones
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Capital MarketsTalking Shop
January 19, 2023

Talking Shop: Determining the Interest Rate on Intercompany Loans

Editor’s note: NeuGroup’s online communities provide members a forum to pose questions and give answers. Talking Shop shares valuable insights from these exchanges, anonymously. Send us your responses: [email protected]. Member Question: “I am exploring whether doing a ‘mini-credit assessment’ (similar to Moody’s model) is a meaningful exercise and a value-add change to our current policy, which is to treat all subsidiaries as created equal for the purposes of determining our credit rating for intercompany loan borrowing rates (i.e., a few notches below…
Justin Jones
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