Capital MarketsD&I
September 8, 2022

Supporting Diversity Firms: Verizon, Morgan Stanley, Wellington

Influential issuers, banks and investors are pushing to give diversity brokerage firms more meaningful opportunities: NeuGroup’s Strategic Finance Lab podcast, episode 7.In a Strategic Finance Lab podcast you can hear by heading to Apple or Spotify or by hitting the play button below, NeuGroup founder and CEO Joseph Neu leads a panel discussion on the roles corporate debt issuers, investment banks and investors can play in providing more meaningful economics and opportunity to banks and brokerage firms owned by Black people, Hispanics, women and members of other minority groups—so-called diversity firms.…
Capital MarketsD&I
September 7, 2022

Opening Doors: Keys to Using Diversity Firms in Bond Deals

Takeaways from a D&I working group session sponsored by Fitch Ratings featuring Loop Capital. At a recent meeting of NeuGroup for Diversity and Inclusion sponsored by Fitch Ratings, Sidney Dillard, partner and head of corporate investment banking at Loop Capital Markets, moderated a discussion featuring the experience of a corporate treasurer whose company made Loop Capital a joint active bookrunner on a large bond offering in 2021. Loop’s involvement in the deal is an example of providing more meaningful opportunities…
D&IESG
February 28, 2022

Getting Off the Sidelines: A Treasurer’s Mission to Make Real Progress on D&I

ServiceNow Treasurer Tim Muindi joins NeuGroup’s Strategic Finance Lab podcast to discuss his decision to do more to promote diversity and inclusion and how finance teams can do better at recruiting and retaining Black candidates. In this episode of NeuGroup’s new Strategic Finance Lab podcast, ServiceNow treasurer Tim Muindi shares what Black History Month means to him, challenges he’s faced during the course of a 23-year career when he’s often been the only Black person in a company’s finance department…
BankingD&I
February 3, 2022

Opening Doors: Giving D&I Brokerage Firms More Meaningful Roles

More corporates are expanding the parts played by diversity firms beyond sharing deal economics with bigger banks.Corporates committed to the long-term success of brokerage firms that are owned and run by Black and Hispanic people as well as women and veterans are going to greater lengths to give these so-called diversity firms not only fees, but more meaningful roles in capital markets transactions. That key takeaway emerged at a late January meeting of the NeuGroup for Diversity and Inclusion working…
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Cash & Working CapitalCOVID-19Technology
July 17, 2020

NeuGroup for Retail Treasury Pilot Series Wrap-Up

By Joseph Neu As part of our ongoing experimentation with new virtual formats, the NeuGroup for Retail Treasury pilot “meeting” was made into a series of Zoom sessions over the course of about six weeks, concluding this week. This group was launched in partnership with Starbucks Treasury on the member side and sponsored by U.S. Bank. Here are my key takeaways as a wrap up to the series: Covid-19 divides into haves and have-nots. Retail and other consumer-facing businesses, such as…
Capital MarketsTreasury Management
May 28, 2020

How Corporates Tapping Capital Markets Use Minority and Diversity Firms

NeuGroup members discuss benefits, challenges and process as treasury promotes diversity and inclusion.  Many treasury teams at multinational corporations strive to include firms owned by women, people of color and disabled veterans when selling debt, buying back stock or issuing commercial paper. At a recent NeuGroup meeting focusing on capital markets, members shared their insights on the process of including minority and diversity firms in various transactions.Formalize the process. The member who kicked off the discussion described her company’s path…