Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Category: Investment Banks
BB&T announced that it plans to acquire SunTrust primarily in an effort to scale its technology capability such that it may deliver more on-demand services to customers. This is a corporate governance issue. You simply DO NOT have the luxury to wait for Payments upstarts like Square (tkr: SQ) to capture a $30B-plus valuation ($40B-plus … Continue reading Too Little Too Late. BB&T & SunTrust.Premium
Private Blockchain Networks Will Soon Arrive It will take longer for blockchain to go mainstream than most industry analysts posit. Equity and Fixed Income trading networks, “smart” contracts for residential and commercial real estate and myriad consumer cases will all eventually become the norm. Private, closed-loop commercial networks (securities trading for example) will go mainstream … Continue reading Securities Trading in A Blockchain WorldPremium
FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium
Financial Institutions May Recover Lost Glory If They Aggressively Adopt Technology Fee Compression As Far As The Eye Can See Long gone are the days of white-collared shirts, suspenders and fat fees. The Financial Services industry is reducing headcount across the board. No pocket of the capital markets is immune. Investment Banks, Depository Institutions and … Continue reading Will Financial Institutions Learn to Stop Worrying and Embrace Technology?Premium
The CEORater Technology Founder CEO Index posted an Unweighted Return of 8.2% for calendar 2018 vs. -2.5% for the benchmark (ticker: RYT). +10.7% outperformance. The CEORater Technology Founder CEO Index posted a Weighted Return of 7.8% for calendar 2018 vs. -3.0% for the benchmark (ticker: S5INFT). +10.8% outperformance. To view the individual stocks that comprise … Continue reading CEORater Technology Founder CEO Index Outperformed in 2018
For the past few years I've poked around the machine learning ("ML") and artificial intelligence ("AI") space. I advised Boston-based DataRobot back in 2014 when they started to build their machine learning platform. I've thought about how we at CEORater may leverage ML to score CEOs and companies. Typically when we read about ML and … Continue reading SS&C Technologies: Multi-Tenant Machine Learning at Scale
You are a Technology company CEO and/or Board member and the company generates significant free cash flow. You are thinking through your options as to how best to deploy discretionary capital: 1.) M&A: Our advice is go for it. M&A is rarely easy for a variety of reasons but a disciplined approach can result in … Continue reading Stock Buybacks & Overzealous Cookie ConsumptionPremium
Investors Allocate Premium Valuations to That Which They Understand My theory is that institutional investors implicitly penalize complexity. I base my theory largely on 23 years of capital markets experience and intuition and admittedly have little data to support it. I believe that investors will invest a dollar in Company A assuming that "A" has … Continue reading Don’t Give Investors A Reason to Say “No”
The 5 top performing FinTech stocks year-to-date (as of 11/08/18) that are led by founder CEOs. This list is based on an extract from the CEORater database (CEORater.com). Access PDF version HERE. Square (ticker: SQ) YTD stock price performance: 108.0% Green Dot (ticker: GDOT) YTD stock price performance: 55.8% Virtu Financial (ticker: VIRT) YTD stock … Continue reading CEORater FinTech Founder 5
The CEORater Technology Founder CEO Index outperformed its peer group Year-to-Date through September 18th 2018. The CEORater Technology Founder CEO Index returned 32.3% and 28.5% on a Weighted and Unweighted Stock Price Return basis respectively (click here for detail) during the January 2nd 2018 – September 18th 2018 period. The S&P 500 Information Technology (TKR: S5INFT) returned 16.0% on a Weighted basis over … Continue reading CEORater Technology Founder CEO Index Continues to Outperform
