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Regional Bank Treasurers Archives - Page 2 of 2 - NeuGroup

BankingD&I
July 15, 2021

A Bigger Slice: Bank Boosts Roles of Diverse-Led Firms in Bond Deals

Morgan Stanley shares insights on its approach to partnering with diverse-led firms, including increased fees and mentorship.Morgan Stanley recently shared how it is expanding the role of banks and broker-dealers owned and run by minorities, women and veterans—so-called diversity or diverse-led firms—in self-led bond deals. The insights came during a NeuGroup meeting of bank treasurers sponsored by Morgan Stanley. Many corporates in the NeuGroup network are encouraging banks that underwrite their debt offerings to allocate bonds to diverse-led firms and…
Justin Jones
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BankingInvestment ManagementTalking Shop
July 15, 2021

Talking Shop: Investing in Collateralized Loan Obligations

Member question: “Have any members considered/evaluated adding to their investment portfolio in the current environment? “While we’ve had CLOs in the portfolio in the past, it’s something that hasn’t been actively pursued in recent years and we are dusting it off for evaluation.” Peer answer 1: “We have been investing in CLOs since Q2, almost exclusively in the AAA space, but we have authorization to do AA. Spreads are tight, but they are a good option to park cash and…
Justin Jones
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BankingCryptoTechnology
June 24, 2021

Early Innings in the Fintech Disruption Game

A partner at VC firm Canapi Ventures says regional banks can play by helping developing the digital infrastructure. Blockchain-technology firms may be among the best-known disruptors of traditional banking services, thanks in part to the extreme volatility of the cryptocurrencies the technology supports, like Bitcoin. But fintechs take many forms, and the real disruption is still to come. That takeaway surfaced at a recent NeuGroup meeting of bank treasurers that included insights from Jeffrey Reitman, a partner at Canapi Ventures, which…
Justin Jones
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June 1, 2021

Regional Bank Treasurers Bi-Weekly Interim Meeting

About this meeting Member discussion on accessing the debt market at both the holding company and operating company via senior and subordinated structures. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys and, professional networking. Founded in 2005, BankTPG…
Jacob Bromsey
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BankingCash & Working CapitalCOVID-19
May 27, 2021

Too Much Money: Banks Struggle With Surging Deposits

Banks awash in deposits need to prioritize active accounts making use of services that generate fees and revenue.Originating loans as the pandemic recedes and the economy revives is a major challenge for banks today—but so is the surge in deposits since spring 2020 and just what to do with them given the lack of precedent. Consumer and commercial deposits increased by more than $3 trillion, or roughly 20%, since the onset of pandemic through the end of December, according to…
Justin Jones
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January 27, 2021

Regional Bank Treasurers Bi-Weekly Interim Meeting

About this meeting Regional bank treasurers will meet to discuss their latest preparation for the cessation of using Libor as an index for new loans. In addition to SOFR, what other indices will regional banks offer their retail and commercial clients? About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested…
Jacob Bromsey
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