Advertisement
| credit suisse financial services forum: Delinquent Elena Botella, 2022-10-11 Publisher's Weekly Top 10 Fall Release in Business and Economics A consumer credit industry insider-turned-outsider explains how banks lure Americans deep into debt, and how to break the cycle. Delinquent takes readers on a journey from Capital One’s headquarters to street corners in Detroit, kitchen tables in Sacramento, and other places where debt affects people's everyday lives. Uncovering the true costs of consumer credit to American families in addition to the benefits, investigative journalist Elena Botella—formerly an industry insider who helped set credit policy at Capital One—reveals the underhanded and often predatory ways that banks induce American borrowers into debt they can’t pay back. Combining Botella’s insights from the banking industry, quantitative data, and research findings as well as personal stories from interviews with indebted families around the country, Delinquent provides a relatable and humane entry into understanding debt. Botella exposes the ways that bank marketing, product design, and customer management strategies exploit our common weaknesses and fantasies in how we think about money, and she also demonstrates why competition between banks has failed to make life better for Americans in debt. Delinquent asks: How can we make credit available to those who need it, responsibly and without causing harm? Looking to the future, Botella presents a thorough and incisive plan for reckoning with and reforming the industry. |
| credit suisse financial services forum: Giants Peter Phillips, 2018-08-28 A look at the top 300 most powerful players in world capitalism, who are at the controls of our economic future. Who holds the purse strings to the majority of the world's wealth? There is a new global elite at the controls of our economic future, and here former Project Censored director and media monitoring sociologist Peter Phillips unveils for the general reader just who these players are. The book includes such power players as Mark Zuckerberg, Bill Gates, Jeff Bezos, Jamie Dimon, and Warren Buffett. As the number of men with as much wealth as half the world fell from sixty-two to just eight between January 2016 and January 2017, according to Oxfam International, fewer than 200 super-connected asset managers at only 17 asset management firms—each with well over a trillion dollars in assets under management—now represent the financial core of the world's transnational capitalist class. Members of the global power elite are the management—the facilitators—of world capitalism, the firewall protecting the capital investment, growth, and debt collection that keeps the status quo from changing. Each chapter in Giants identifies by name the members of this international club of multi-millionaires, their 17 global financial companies—and including NGOs such as the Group of Thirty and the Trilateral Commission—and their transnational military protectors, so the reader, for the first time anywhere, can identify who constitutes this network of influence, where the wealth is concentrated, how it suppresses social movements, and how it can be redistributed for maximum systemic change. |
| credit suisse financial services forum: The Political Economy of Land Mika Hyötyläinen, Robert Beauregard, 2022-11-30 Recent years have seen a gathering interest in the importance of real estate development to the growth and development of cities. This has included theoretical work on such topics as land rent and property rights as well as empirical studies on property investments, assetization, securitization, and the effects of changing property values on economic growth and the global status of cities. In the field of urban political economy, attention has turned particularly to the financialization of land and the built environment and to the globalization of property ownership, real estate development, and architectural design. This edited volume brings together a collection of original investigations of the current thinking on three broad themes: the assetization of land and buildings, the relationship of land rent to valuation and speculation in the markets for private and public properties, and the different ways in which land functions as a social relation. In order to ground the discussion, each chapter combines a theoretical perspective with empirical evidence. And, to convey a sense of the global nature of these phenomena, the book includes cases from Finland, India, Spain, Singapore, Hong Kong, Japan, Italy, China, and the United States. Although its prime goal is to solidify and extend the political economy of land, this book is also a celebration of the Finnish scholar Anne Haila who was a major contributor to this literature and, specifically, to the work of this book’s authors. Prior to her sudden death in 2019, she was a key figure in the discussions that are at the core of the political economy of land: this book, in part, is a public acknowledgement of her contributions. |
| credit suisse financial services forum: Darkness by Design Walter Mattli, 2021-06-08 Capital markets have undergone a dramatic transformation in the past two decades. Algorithmic high-speed supercomputing has replaced traditional floor trading and human market makers, while centralized exchanges that once ensured fairness and transparency have fragmented into a dizzying array of competing exchanges and trading platforms. Darkness by Design exposes the unseen perils of market fragmentation and 'dark' markets, some of which are deliberately designed to enable the transfer of wealth from the weak to the powerful. Walter Mattli traces the fall of the traditional exchange model of the NYSE, the world's leading stock market in the twentieth century, showing how it has come to be supplanted by fragmented markets whose governance is frequently set up to allow unscrupulous operators to exploit conflicts of interest at the expense of an unsuspecting public. Market makers have few obligations, market surveillance is neglected or impossible, enforcement is ineffective, and new technologies are not necessarily used to improve oversight but to offer lucrative preferential market access to select clients in ways that are often hidden. Mattli argues that power politics is central in today's fragmented markets. He sheds critical light on how the redistribution of power and influence has created new winners and losers in capital markets and lays the groundwork for sensible reforms to combat shady trading schemes and reclaim these markets for the long-term benefit of everyone. Essential reading for anyone with money in the stock market, Darkness by Design challenges the conventional view of markets and reveals the troubling implications of unchecked market power for the health of the global economy and society as a whole-- |
| credit suisse financial services forum: A Practical Guide to Financial Services Lien Luu, Jonquil Lowe, Patrick Ring, Amandeep Sahota, 2021-12-27 Financial services are an ever increasing part of the infrastructure of everyday life. From banking to credit, insurance to investment and mortgages to advice, we all consume financial services, and many millions globally work in the sector. Moreover, the way we consume them is changing with the growing dominance of fintech and Big Data. Yet, the part of financial services that we engage with as consumers is just the tip of a vast network of markets, institutions and regulators – and fraudsters too. Many books about financial services are designed to serve corporate finance education, focusing on capital structures, maximising shareholder value, regulatory compliance and other business-oriented topics. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion is different: it swings the perspective towards the end-user, the customer, the essential but often overlooked participant without whom retail financial services markets would not exist. While still introducing all the key areas of financial services, it explores how the sector serves or sometimes fails to serve consumers, why consumers need protection in some areas and what form that protection takes, and how consumers can best navigate the risks and uncertainties that are inherent in financial products and services. For consumers, a greater understanding of how the financial system works is a prerequisite of ensuring that the system works for their benefit. For students of financial services – those aspiring to or those already working in the sector – understanding the consumer perspective is an essential part of becoming an effective, holistically informed and ethical member of the financial services community. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion will equip you for both these roles. The editors and authors of A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion combine a wealth of financial services, educational and consumer-oriented practitioner experience. |
| credit suisse financial services forum: Accounting and Auditing Oversight United States. Congress. House. Committee on Financial Services. Subcommittee on Capital Markets and Government Sponsored Enterprises, 2013 |
| credit suisse financial services forum: Global Forum on Transparency and Exchange of Information for Tax Purposes Peer Reviews: Switzerland 2011 Phase 1: Legal and Regulatory Framework OECD, 2011-06-07 This publication reviews the quality of Switzerland's legal and regulatory framework for the exchange of information for tax purposes. |
| credit suisse financial services forum: The Myth of Too Big To Fail I. Moosa, 2010-10-27 The book presents arguments against the taxpayers'-funded bailing out of failed financial institutions, and puts forward suggestions to circumvent the TBTF problem, including some preventive measures. It ultimately argues that a failing financial institution should be allowed to fail without fearing an apocalyptic outcome. |
| credit suisse financial services forum: Real Estate Investment Andrew Baum, 2015-05-20 Real Estate Investment: A Strategic Approach provides a unique introduction to both the theory and practice of real estate investing, and examines the international real estate investment industry as it reacts to the global financial crisis. Andrew Baum outlines the market and the players who dominate it; the investment process; the vehicles available for investment; and a suggested approach to global portfolio construction. The book contains many useful features for students including discussion questions, a full further reading list and case studies drawing on international examples from the UK, continental Europe, the USA and Asia. Ideal for undergraduate and postgraduate students on all real estate and property courses and related business studies and finance courses, Real Estate Investment is designed to provide a foundation for the next generation of investment managers, advisers and analysts. Further resources for lecturers and students are available at: www.routledge.com/cw/baum |
| credit suisse financial services forum: Titans of Capital Peter Phillips, 2024-09-17 A fascinating examination of the rapid concentration of global capital, with chapters that focus on China and Russia. Explores how fewer and larger investment companies now manage the excess financial wealth of the world’s 40 million richest people, to the detriment of everyone else and the global environment. In Titans of Capital, Peter Phillips, a political sociologist, poses three key research questions: To what extent do the wealthy influence—or even dominate—decision making that affects all of us in society? Who are the most powerful people? And how does the accumulation of capital work? Networks of wealthy individuals have evolved since the COVID-19 pandemic, and Titans of Capital shows how the financial investments of transnational elites threaten human rights and the future of the planet. Private capital investments serve as the primary operating funds for international arms sales, private prisons, and other socially negative activities. These investments fuel the continued use of carbon-based energy leading to amplified global warming and climate change. Military spending is a critical component of continued wealth concentration and political power in the world. Spending on arms and intelligence is a required aspect of maintaining global power and control. Dealing with Russia, China, Iran and other “rogue” states is a continuing agenda for agents of the world power elites. Propaganda machines in Western capitalist governments serve to protect elite wealth by promoting military conflicts to open new regions for economic investment. Phillips warns that while continued concentration of global capital increases the profits enjoyed by the global economy’s “Titans,”, it also increases global inequality, starvation, and civil unrest, threatening the lives of the hundreds of millions of people living in extreme poverty. It is imperative to ask how we can reverse the concentration of Titan wealth and revitalize grassroots democracy unbridled by extreme wealth. Identifying 117 global Titans by name and exposing the networks and interests that unite them provides readers opposed to militarism and committed to economic equality with crucial tools to directly engage the power elite who endanger life on earth. |
| credit suisse financial services forum: Advances in Service Science Hui Yang, Robin Qiu, 2018-12-28 This volume offers the state-of-the-art research and developments in service science and related research, education and practice areas. It showcases emerging technology and applications in fields including healthcare, information technology, transportation, sports, logistics, and public services. Regardless of size and service, a service organization is a service system. Because of the socio-technical nature of a service system, a systems approach must be adopted to design, develop, and deliver services, aimed at meeting end users' both utilitarian and socio-psychological needs. Effective understanding of service and service systems often requires combining multiple methods to consider how interactions of people, technology, organizations, and information create value under various conditions. The papers in this volume highlight ways to approach such technical challenges in service science and are based on submissions from the 2018 INFORMS International Conference on Service Science. |
| credit suisse financial services forum: Handbook of Research on Theory and Practice of Financial Crimes Rafay, Abdul, 2021-03-18 Black money and financial crime are emerging global phenomena. During the last few decades, corrupt financial practices were increasingly being monitored in many countries around the globe. Among a large number of problems is a lack of general awareness about all these issues among various stakeholders including researchers and practitioners. The Handbook of Research on Theory and Practice of Financial Crimes is a critical scholarly research publication that provides comprehensive research on all aspects of black money and financial crime in individual, organizational, and societal experiences. The book further examines the implications of white-collar crime and practices to enhance forensic audits on financial fraud and the effects on tax enforcement. Featuring a wide range of topics such as ethical leadership, cybercrime, and blockchain, this book is ideal for policymakers, academicians, business professionals, managers, IT specialists, researchers, and students. |
| credit suisse financial services forum: The World Guide to CSR Wayne Visser, Nick Tolhurst, 2017-09-08 The World Guide to CSR is the first book to provide comparable national profiles that describe the evolution and practice of Corporate Sustainability and Responsibility (CSR) for 58 countries and 5 global regions. Each regional and national profile includes key information about the relevant CSR history, country-specific issues, trends, research and leading organizations. The purpose of the book is to give CSR professionals (including managers, consultants, academics and NGOs focusing on the social, environmental and ethical responsibilities of business) a quick reference guide to CSR in different regional and national contexts. The need for the book is premised on the fact that CSR professionals and researchers more often than not have a multinational remit and are required to benchmark performance internationally, but find that country-specific CSR information is ad hoc, limited or non-existent. Even where national CSR research exists, it is often hidden in academic journals that practitioners cannot access or do not have the time or inclination to read. The book is an edited volume, with expert contributors from around the world, all of whom have been screened and selected on the basis of their qualifications and experience in CSR. Each regional/country profile includes the following subsections:CSR in context Priority issues Trends Legislation and codes Organizations Case studies Educational institutions References This unique resource will be an essential acquisition for all organisations who need to benchmark their CSR strategies throughout different regions and cultures and want the best possible intelligence on the key issues and concerns relating to corporate social responsibility in all of the markets in which they operate. |
| credit suisse financial services forum: Criminal Finance:The Political Economy of Money Laundering in a Comparative Legal Context Kris Hinterseer, 2002-05-13 As the first cross-disciplinary analysis of money laundering - fully recognizing the activity's economic, political, and juridical dimensions - Criminal Finance clearly identifies a useful array of appropriate criteria that may be used to develop and implement effective control strategies. The book will be of immeasurable and immediate value to bankers, legislators, regulators, law enforcement authorities, and concerned lawyers and academics everywhere. |
| credit suisse financial services forum: Redesigning Financial Regulation Justin O'Brien, 2006-11-02 At the height of the 1990s boom, Jack Grubman, one of the most successful analysts in Wall Street proclaimed ‘what used to be conflicts of interest are now synergies’. This myopia contributed dramatically to the elevation of a culture in which greed was deified, oversight denigrated and misfeasance justified. Since the fall of the markets and the implosion of confidence in the American corporate business model, one man has proved instrumental in deconstructing the rhetoric of the 1990s: Eliot Spitzer, the combative Attorney General of New York. In the process, his innovative application of state law has reconfigured the governance of Wall Street. Over the past three years the pursuit of transparency and accountability in the structure of the markets has propelled Spitzer to the forefront of regulatory policy. His investigations into tainted analyst research, the mutual funds industry, the governance of the New York Stock Exchange and the insurance industry have focused attention not just on corrupted individuals but also the complicity of the financial structure itself. Spitzer exploited the inherent conflicts of interest to the full, forcing regulators to adopt a much more proactive approach and creating a national platform for his own wider political ambitions. Now holding the Democratic nomination for the Governorship of New York, Spitzer has begun a path for higher national office. This groundbreaking book features exclusive access with many of the key actors in these changes to the governance of Wall Street. It examines how Eliot Spitzer exploited gaps in the regulatory framework to capture the corporate reform agenda and explores the implications of his actions on policy formation and recalibration. Key incidents include: changing the terms of reference governing analyst research; the defenestration of Dick Grasso’s tenure over the NYSE (which is now being heard in state court in New York); and the battles for control between the former Chairman of the Securities Exchange Commission, Harvey Pitt, and Spitzer. The book details not only the contested, contingent and interdependent connections between the American political and financial systems but reveals how Spitzer’s manipulation of those connections have proved instrumental in enhancing his own wider political ambitions. |
| credit suisse financial services forum: The Bank Culture Debate Huw Macartney, 2019-09-12 The period since the Global Financial Crisis and numerous scandals have exposed some areas of serious illegal and unethical conduct within western banking systems. Despite extensive reforms it is increasingly apparent however that there is a persistent problem with the 'culture' of banking in Anglo-America. US and UK state managers made substantial efforts to reform the culture of their banking sectors. However, this book argues that they focused on an extremely narrow definition of bank culture. They did so for two reasons: firstly, because the structural pressures of financialization - which are a far more important driver of the problematic features of bank culture in Anglo-America - are harder to remedy; but secondly, state managers also used their bank culture response to tackle a legitimacy crisis facing their institutions of government. In so doing they abdicated responsibility for the real problems - of inequality and instability - associated with their respective financial systems Drawing on interviews with more than 150 individuals working in financial services as well as regulators, politicians, and lawyers, The Bank Culture Debate explains the strategies employed by state managers before then examining what has and has not changed in the culture of banking in the US and UK. |
| credit suisse financial services forum: Oversight of Implementation of the Emergency Economic Stabilization Act of 2008 and of Government Lending and Insurance Facilities United States. Congress. House. Committee on Financial Services, 2009 |
| credit suisse financial services forum: European Private International Law Geert van Calster, 2016-04-21 As one of the most definitive texts on the market, European Private International Law provides an essential guide for both students and practitioners to the complex field of international litigation within the EU. The private international law of the Member States is increasingly regulated by European law, making private international law ever less 'national' and ever more EU based. Consequentially EU law in this area has penetrated national law to a very high degree, making it an essential area of study and an area of increasing importance to practising lawyers. This book provides a thorough overview of core European private international law, including the Brussels I, Rome I and Rome II Regulations (jurisdiction, applicable law for contracts and tort), while additional chapters deal with the recently adopted Succession Regulation, private international law and insolvency, freedom of establishment, and the impact of PIL on corporate social responsibility. From the reviews of the first edition 'As a result of his broad knowledge on the subject and rich professional experience, Mr van Calster provides great insight into current issues within international law. The book is practical as both a student textbook and a general introduction for legal professionals'. Vladimir Cupryszak, Association for International Arbitration 'Excellent overview of European Private International Law issues, as well as a very helpful introduction to basic concepts of conflicts of laws and jurisdictions'. Professor Stavros Brekoulakis, Queen Mary University of London 'This is a most useful book. I recommend it to my students as a great way to come to terms with the EU elements of Private International Law'. Dr David Kenny, Trinity College Dublin 'This book is essential reading for law students in Europe and abroad. It provides a coherent overview of all main elements of European private international law; concepts, legal instruments and practice'. Professor Kim Talus, UEF Law School, Finland 'Well-written, clear and understandable. Excellent value for money'. Dr Jan Oster, King's College London, UK |
| credit suisse financial services forum: Corporate Governance and Initial Public Offerings Alessandro Zattoni, William Judge, 2012-03-22 A major international study on corporate governance and Initial Public Offerings (IPOs) in twenty-one countries. |
| credit suisse financial services forum: Federal Register , 2014 |
| credit suisse financial services forum: Singapore And Switzerland: Secrets To Small State Success Yvonne Guo, Jun Jie Woo, 2016-07-22 The cases of Singapore and Switzerland present a fascinating puzzle: how have two small states achieved similar levels of success through divergent pathways? Are both approaches equally sustainable, and what lessons do they hold for each other? While Singapore is the archetypal developmental state, whose success can be attributed to strong political leadership and long-term planning, Switzerland's success is a more organic process, due to the propitious convergence of strong industries and a resilient citizenry. Yet throughout the course of their development, both countries have had to deal with the dual challenges of culturally heterogeneous populations and challenging regional contexts. Edited by Yvonne Guo and Jun Jie Woo, with forewords from Ambassadors Thomas Kupfer and Tommy Koh, Singapore and Switzerland: Secrets to Small State Success features contributions from distinguished scholars and policymakers who explore the dynamics of two small states which have topped international rankings in a dazzling array of policy areas, from economic competitiveness to education to governance, but whose pathways to success could not be more different. |
| credit suisse financial services forum: Foodopoly Wenonah Hauter, 2015-04-07 “A meticulously researched tour de force” on politics, big agriculture, and the need to go beyond farmers’ markets to find fixes (Publishers Weekly). Wenonah Hauter owns an organic family farm that provides healthy vegetables to hundreds of families as part of the Community Supported Agriculture (CSA) movement. Yet, as a leading healthy-food advocate, Hauter believes that the local food movement is not enough to solve America’s food crisis and the public health debacle it has created. In Foodopoly, she takes aim at the real culprit: the control of food production by a handful of large corporations—backed by political clout—that prevents farmers from raising healthy crops and limits the choices people can make in the grocery store. Blending history, reporting, and a deep understanding of farming and food production, Foodopoly is a shocking, revealing account of the business behind the meat, vegetables, grains, and milk most Americans eat every day, including some of our favorite and most respected organic and health-conscious brands. Hauter also pulls the curtain back from the little-understood but vital realm of agricultural policy, showing how it has been hijacked by lobbyists, driving out independent farmers and food processors in favor of the likes of Cargill, Tyson, Kraft, and ConAgra. Foodopoly shows how the impacts ripple far and wide, from economic stagnation in rural communities to famines overseas, and argues that solving this crisis will require a complete structural shift—a change that is about politics, not just personal choice. |
| credit suisse financial services forum: Entrepreneurial and Business Elites of China Wenxian Zhang, Huiyao Wang, Ilan Alon, 2011-05-06 This important reference title provides comprehensive, up-to-date coverage of elite entrepreneurs of new China and contains over 100 substantial profiles of top overseas returnees who have made noteworthy contributions to Chinese society in general and economic development in particular since the reform era began in 1978. |
| credit suisse financial services forum: International Finance Hal S. Scott, 2006 This casebook is an authoritative introduction to international finance, transactions, policy, and regulations. Case studies, case notes, and examples illustrate points under consideration. Thought-provoking questions generate classroom discussion and hone students' legal reasoning. Representative topics include international aspects of U. S. Securities regulation, the European Union, asset freezes, emerging markets, and offshore mutual funds. |
| credit suisse financial services forum: Jet , 1998-02-16 The weekly source of African American political and entertainment news. |
| credit suisse financial services forum: Living Well at Others' Expense Stephan Lessenich, 2019-04-15 At the heart of developed societies lies an insatiable drive for wealth and prosperity. Yet in a world ruled by free-market economics, there are always winners and losers. The benefits enjoyed by the privileged few come at the expense of the many. In this important new book, Stephan Lessenich shows how our wealth and affluence are built overwhelmingly at the expense of those in less-developed countries and regions of the world. His theory of ‘externalization’ demonstrates how the negative consequences of our lifestyles are directly transferred onto the world’s poorest. From the destruction of habitats caused by the massive increase in demand for soy and palm oil to the catastrophic impact of mining, Lessenich shows how the Global South has borne the brunt of our success. Yet, as we see from the mass movements of people across the world, we can no longer ignore the environmental and social toll of our prosperity. Lessenich’s highly original account of the structure and dynamics of global inequality highlights the devastating consequences of the affluent lifestyles of the West and reminds us of our far-reaching political responsibilities in an increasingly interconnected world. |
| credit suisse financial services forum: Financial Services Law Guide Andrew Haynes, 2021-11-30 A comprehensive guide to the rules and regulations that govern the UK financial services industry, providing: - Analysis of the various laws and regulations and how they impact on customer relations and retail products - An outline of the protection given to clients' money and the functioning of the prudential requirements - An explanation of the rationale and operation of enforcement procedures - Details of requirements as they apply to professionals who engage in financial services activities as an incidental part of their professional activities - A consideration of recently implemented EU initiatives The fifth edition has been fully updated in line with the post-EU regime and in addition includes updates to: - the new investments and investment activities and the FCA rules and their impact - the FCA authorisation procedures and their impact - the approved persons regime - the rules and, in particular, their applications in relation to retail products and customer relations - the rules in relation to professionals as well as coverage of: - the EU Market Abuse Regulation - 4th and 5th Money Laundering Directives in their UK form including additional examples of enforcement actions and prosecutions and the lessons to be learned - new case law in relation to enforcement and the lessons learned Covering the latest developments, this valuable text is set out in the context of common practice and is indispensable for those working within or otherwise associated with the financial services industry, namely lawyers, compliance officers, auditors, financial advisers, consultants, academics and students. |
| credit suisse financial services forum: MiFID II and Private Law Federico Della Negra, 2019-07-11 In the wake of the global financial crisis, investors have suffered significant losses as a result of breaches of conduct of business rules in the distribution of financial instruments. MiFID II introduced new disclosure, distribution and product governance rules to strengthen the protection of investors but, like MiFID I, did not harmonise the civil law consequences for their violation. This book asks whether, in spite of the silence of the EU legislators, the MiFID II conduct of business rules may produce civil law effects, enabling investors to enforce them against investment firms before national courts and alternative dispute resolution (ADR) mechanisms. Building on the case law of the CJEU, the book shows the conditions under which the breach of MiFID II conduct of business rules should give rise to a private law remedy, and what remedies would be compatible with EU law. MiFID II and Private Law is an essential contribution to academic research in EU and financial law and will be a key text for policy-makers and legal practitioners working in the field of investor protection regulation and mis-selling litigation. |
| credit suisse financial services forum: Credit, Money and Crises in Post-Keynesian Economics Louis-Philippe Rochon, Hassan Bougrine, 2020-07-31 In this volume, Louis-Philippe Rochon and Hassan Bougrine bring together key post-Keynesian voices in an effort to push the boundaries of our understanding of banks, central banking, monetary policy and endogenous money. Issues such as interest rates, income distribution, stagnation and crises – both theoretical and empirical – are woven together and analysed by the many contributors to shed new light on them. The result is an alternative analysis of contemporary monetary economies, and the policies that are so needed to address the problems of today. |
| credit suisse financial services forum: China's Foreign Trade , 2005 |
| credit suisse financial services forum: Executive Advantage Jacqui Grey, 2013-02-03 The pressures on executives to succeed, both internal and external, are intense. They are constantly fighting to make sense of their changing worlds and to make the right decisions for themselves, their teams and their business. Executive Advantage gives ambitious leaders the powerful strategies they need to become authentic 21st century leaders. It makes sense of the complexities faced by organizations, especially in the face of aggressive growth or, conversely, recession and downsizing. Any change presents challenges and it's the leader's role to tackle these head on. Understanding human needs, and the consequences of not meeting these needs, is key to effective handling of change, conflict and executive 'gremlins', the barriers and sticking points that can get in the way of optimal business performance. Leadership expert Jacqui Grey presents a 10 step solution for leaders who are looking to make a real difference in their business. |
| credit suisse financial services forum: Oversight Hearing on Expensing Stock Options United States. Congress. Senate. Committee on Governmental Affairs. Subcommittee on Financial Management, the Budget, and International Security, 2004 |
| credit suisse financial services forum: Value and Capital Management Thomas C. Wilson, 2015-08-10 A value management framework designed specifically for banking and insurance The Value Management Handbook is a comprehensive, practical reference written specifically for bank and insurance valuation and value management. Spelling out how the finance and risk functions add value in their respective spheres, this book presents a framework for measuring – and more importantly, influencing – the value of the firm from the position of the CFO and CRO. Case studies illustrating value-enhancing initiatives are designed to help Heads of Strategy offer CEOs concrete ideas toward creating more value, and discussion of hard and soft skills put CFOs and CROs in a position to better influence strategy and operations. The challenge of financial services valuation is addressed in terms of the roles of risk and capital, and business-specific value trees demonstrate the source of successful value enhancement initiatives. While most value management resources fail to adequately address the unique role of risk and capital in banks, insurance, and asset management, this book fills the gap by providing concrete, business-specific information that connects management actions and value creation, helping readers to: Measure value accurately for more productive value-based management initiatives and evaluation of growth opportunities Apply a quantitative, risk-adjusted value management framework reconciled with the way financial services shares are valued by the market Develop a value set specific to the industry to inspire initiatives that increase the firm's value Study the quantitative and qualitative management frameworks that move CFOs and CROs from measurement to management The roles of CFO and CRO in financial firms have changed dramatically over the past decade, requiring business savvy and the ability to challenge the CEO. The Value Management Handbook provides the expert guidance that leads CFOs and CROs toward better information, better insight, and better decisions. |
| credit suisse financial services forum: New York's Financial Markets Thierry Noyelle, 2019-04-09 This book addresses some of the critical issues that New York would need to confront in the early 1990s. It contributes to the policy debates that must take place among industry representatives and local, state and federal officials if New York to retain its role as a leading world financial center. |
| credit suisse financial services forum: Transnational Financial Regulation after the Crisis Tony Porter, 2014-02-05 The global financial crisis that began in 2007 was the most destructive since the 1930s. The rapid spread of the crisis across borders and the complexity of these cross-border linkages highlighted the importance for authorities of working together in responding to the crisis. This book examines the transnational response that relied heavily on a set of relatively informal transnational regulatory groupings that had been constructed over previous decades. During the crisis these arrangements were made stronger and more inclusive, but they remain very complex. Thousands of pages of new rules have been created by various transnational bodies, and the implementation of these rules relies heavily on domestic law and regulation and private rules and practices. This book analyses this complex response, showing that its overly technical and incremental character, the persistence of tensions between transnational processes and state-centred politics, and the ongoing power of private actors, have made the regulatory response fall short of what is needed. Transnational Financial Regulation after the Crisis provides new insights that are relevant for theory and practice, not only for transnational financial regulation, but for global governance more generally. |
| credit suisse financial services forum: Infrastructure Based Development Fouad Sabry, 2024-01-20 What is Infrastructure Based Development The concept of infrastructure-based economic development, which is also known as infrastructure-driven development, is a combination of key policy characteristics that have been inherited from the Rooseveltian progressive tradition and neo-Keynesian economics in the United States, France's Gaullist and neo-Colbertist centralized economic planning, Scandinavian social democracy, and Singaporean and Chinese state capitalism. This concept maintains that a significant portion of a nation's resources must be systematically directed towards long-term assets such as transportation, energy, and social infrastructure in order to achieve long-term economic efficiency and social equity. How you will benefit (I) Insights, and validations about the following topics: Chapter 1: Infrastructure-based development Chapter 2: Public capital Chapter 3: Infrastructure Chapter 4: Blackstone Inc. Chapter 5: Stephen A. Schwarzman Chapter 6: Institutional investor Chapter 7: BlackRock Chapter 8: Geoeconomics Chapter 9: Sovereign wealth fund Chapter 10: Alternative investment Chapter 11: Impact investing Chapter 12: World Pensions & Investments Forum Chapter 13: Country attractiveness Chapter 14: Pension fund investment in infrastructure Chapter 15: Asian Infrastructure Investment Bank Chapter 16: European Commission Investment Plan for Europe Chapter 17: Infrastructure and economics Chapter 18: Sadek Wahba Chapter 19: Public Investment Fund Chapter 20: Yasir Al-Rumayyan Chapter 21: Singapore Forum (II) Answering the public top questions about infrastructure based development. (III) Real world examples for the usage of infrastructure based development in many fields. Who this book is for Professionals, undergraduate and graduate students, enthusiasts, hobbyists, and those who want to go beyond basic knowledge or information for any kind of Infrastructure Based Development. |
| credit suisse financial services forum: Directory of Venture Capital and Private Equity Service Providers , 2006 |
| credit suisse financial services forum: Social Finance Alex Nicholls, Rob Paton, Jed Emerson, 2015-11-05 Social Finance is a rapidly advancing area of practice, policy and research, with alot of unanswered questions. What does it amount to? What is it to be 'social' in finance? How do you value assets that offer a social as well as a financial return? This book provides a collection of authoritative essays on these and related topics. The essays embrace the different manifestations of social finance, collate existing research, set out the controversies, offer theoretical insights, and advances, and draw together the ideas of the leading thinkers in the field. Contributors to this volume are leading exponents and practitioners of social finance and leading academics from the main relevant disciplines and fields of study. This book is the first serious and comprehensive treatment of social finance and as such, will be of interest to academics with research and teaching interests in finance, social enterprise/entrepreneurship, public policy, business economics and international deveopement to name a few. If you want to understand and join in the academic and policy debates, or if you are working in one part of this field and want to understand how the landscape is being rapidly re-shaped, then this is an essential guidebook. |
| credit suisse financial services forum: Public Private Partnerships for Infrastructure and Business Development Stefano Caselli, Veronica Vecchi, Guido Corbetta, 2016-04-08 Public-Private Partnerships for Infrastructure and Business Funding is ideal for scholars and practitioners who work in the field of public policy design and implementation, finance and banking, and economic development. |
| credit suisse financial services forum: Reinventing Banking and Finance Helene Panzarino, Alessandro Hatami, 2020-11-03 Named as the best overall book on banking of 2022 by Investopedia. The finance industry is currently going through a digital revolution, with new and developing technology transforming the world of banking and financial services beyond recognition. Banks and financial institutions worldwide recognize the pressing need to innovate to avoid disruption or displacement by highly agile and often smaller fintech companies. Reinventing Banking and Finance is an essential guide for finance professionals to current trends in fintech, innovation frameworks, the challenges of outsourcing or embedding innovation, and how to effectively collaborate with other organizations. Beginning with the history and background of how banking got to the era of fintech, the book provides a thorough overview of the global fintech ecosystem and the drivers behind innovation in technologies, business models and distribution channels. Examples of key institutions and interviews with innovators and experts shine a light on key financial innovation hubs in UK, US, China, Israel and more, and offer advice for institutions looking to choose the right market for their needs. Covering genuine innovations in AI, machine learning, blockchain and digital identity, Reinventing Banking and Finance offers expert insight into navigating the complex and multi-layered finance industry. |
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
From your vantage point as the CFO of JPMorgan, what are your observations on the current state of the economy from what you're seeing on consumer spending? What you're hearing …
Host PRESENTATION SUSAN KATZKE - Citigroup
SUSAN KATZKE: Good morning again. Welcome to our next session at the Credit Suisse Financial Services Forum. For those of you joining us via webcast, I'm Susan Katzke. I cover …
Credit Suisse 24th Annual Financial Services Forum
Credit Performance • Full-year 2022 net charge-offs for Private Education loans totaled $386 million. • While we have seen improving performance in many of the transient factors …
LPL Financial Holdings Inc at Credit Suisse Financial Services …
FEBRUARY 14, 2023 / 4:05PM, LPLA.OQ - LPL Financial Holdings Inc at Credit Suisse Financial Services Forum When you put those 2 things together, I think the opportunity set is starting to …
LPL Financial
Feb 24, 2021 · Credit Suisse 22nd Annual Financial Services Forum February 24, 2021 Statements in this presentation regarding LPL Financial Holdings Inc.’s (together with its …
22nd Annual Credit Suisse Virtual Financial Services Forum
8 22nd Annual Credit Suisse Virtual Financial Services Forum Powering the Organic Growth of our Businesses • Empowering Registered Investment Advisors with self-service capabilities …
2019 Credit Suisse Financial Services Forum Tuesday
We had to completely refocus and simplify our core businesses in ICG and GCB. We had to navigate through all of the legal issues that were facing the industry at the time. And we had to …
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
For those of you who are with us virtually, I cover the large-cap banks at Credit Suisse. So starting the day for us from the banks, I'm pleased to be here with JPMorgan's CFO, Jeremy Barnum. …
Credit Suisse 19th Annual Financial Services Forum
Dec 31, 2017 · We have established the following financial targets, in addition to others, as KPMs, which are utilized by our management in measuring our progress against financial goals and …
Credit Suisse Financial Services Forum - Morgan Stanley
Pre-tax margin is a non-GAAP financial measure that the Company considers useful for investors to assess operating performance. The attainment of margins in 2017 and beyond may be …
JPMorgan Chase to Present at the Credit Suisse Financial …
NEW YORK --(BUSINESS WIRE)--Jan. 19, 2022-- Jeremy Barnum , Chief Financial Officer of JPMorgan Chase & Co. , will present at the Credit Suisse Financial Services Forum in Key …
Mark Mason at the Credit Suisse Financial Services Forum …
Next up for the banks at the conference, we turn to Citigroup. We're pleased to be joined this year by CFO, Mark Mason, and look forward to a broad-based update on the macro and the path of …
/ CREDIT SUISSE FINANCIAL SERVICES FORUM / 02.08
/ CREDIT SUISSE FINANCIAL SERVICES FORUM / 02.08.12. DISCLAIMERS Cautionary Note Regarding Forward-Looking Statements ... FINANCIAL PERFORMANCE DELIVERING …
Credit Suisse Financial Services Forum John Gerspach
(1) Reported as Managed Revenues. Managed metrics are non-GAAP financial measures. Please see pages 25 and 26 for additional information on these measures. (2) Includes a pre-tax gain …
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
look at the year-over-year comparisons, debit up because every day spend is up and credit still down as T&E is still down. Of course, we're now heading into the month of March which will be …
Credit Suisse 21st Annual Financial Services Forum
Upon adoption of CECL on January 1, 2020, we recognized an overall decrease of approximately $1.3 billion in our allowance for credit losses (ACL), which (net of income tax adjustments) …
FOR IMMEDIATE RELEASE STIFEL FINANCIAL TO PRESENT AT …
LOUIS, February 24, 2021 – Stifel Financial Corp. (NYSE: SF) today announced its participation in the Credit Suisse Financial Services Forum on Friday, February 26, 2021. Ron Kruszewski, …
Credit Suisse 21st Annual Financial Services Forum
Feb 27, 2020 · Statements in this presentation regarding LPL Financial Holdings Inc.’s (together with its subsidiaries, the “Company”) future financial and operating results, growth, …
Credit Suisse Financial Services Forum February 12, 2014
Credit Suisse Financial Services Forum February 12, 2014 Copyright © 2014 Citigroup Inc. Our strategy in Cards is aligned with the Global Consumer franchise. First and foremost, we are a …
Credit Suisse Financial Services Forum February 12, 2014
Our Financial Results - Growing core earnings - Reducing risk and volatility - Generating growth - Attractive and efficient business
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
From your vantage point as the CFO of JPMorgan, what are your observations on the current state of the economy from what you're seeing on consumer spending? What you're hearing …
Host PRESENTATION SUSAN KATZKE - Citigroup
SUSAN KATZKE: Good morning again. Welcome to our next session at the Credit Suisse Financial Services Forum. For those of you joining us via webcast, I'm Susan Katzke. I cover …
Credit Suisse 24th Annual Financial Services Forum
Credit Performance • Full-year 2022 net charge-offs for Private Education loans totaled $386 million. • While we have seen improving performance in many of the transient factors …
LPL Financial Holdings Inc at Credit Suisse Financial …
FEBRUARY 14, 2023 / 4:05PM, LPLA.OQ - LPL Financial Holdings Inc at Credit Suisse Financial Services Forum When you put those 2 things together, I think the opportunity set is starting to …
LPL Financial
Feb 24, 2021 · Credit Suisse 22nd Annual Financial Services Forum February 24, 2021 Statements in this presentation regarding LPL Financial Holdings Inc.’s (together with its …
22nd Annual Credit Suisse Virtual Financial Services Forum
8 22nd Annual Credit Suisse Virtual Financial Services Forum Powering the Organic Growth of our Businesses • Empowering Registered Investment Advisors with self-service capabilities …
2019 Credit Suisse Financial Services Forum Tuesday
We had to completely refocus and simplify our core businesses in ICG and GCB. We had to navigate through all of the legal issues that were facing the industry at the time. And we had to …
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
For those of you who are with us virtually, I cover the large-cap banks at Credit Suisse. So starting the day for us from the banks, I'm pleased to be here with JPMorgan's CFO, Jeremy Barnum. …
Credit Suisse 19th Annual Financial Services Forum
Dec 31, 2017 · We have established the following financial targets, in addition to others, as KPMs, which are utilized by our management in measuring our progress against financial goals and …
Credit Suisse Financial Services Forum - Morgan Stanley
Pre-tax margin is a non-GAAP financial measure that the Company considers useful for investors to assess operating performance. The attainment of margins in 2017 and beyond may be …
JPMorgan Chase to Present at the Credit Suisse Financial …
NEW YORK --(BUSINESS WIRE)--Jan. 19, 2022-- Jeremy Barnum , Chief Financial Officer of JPMorgan Chase & Co. , will present at the Credit Suisse Financial Services Forum in Key …
Mark Mason at the Credit Suisse Financial Services Forum …
Next up for the banks at the conference, we turn to Citigroup. We're pleased to be joined this year by CFO, Mark Mason, and look forward to a broad-based update on the macro and the path of …
/ CREDIT SUISSE FINANCIAL SERVICES FORUM / 02.08
/ CREDIT SUISSE FINANCIAL SERVICES FORUM / 02.08.12. DISCLAIMERS Cautionary Note Regarding Forward-Looking Statements ... FINANCIAL PERFORMANCE DELIVERING …
Credit Suisse Financial Services Forum John Gerspach
(1) Reported as Managed Revenues. Managed metrics are non-GAAP financial measures. Please see pages 25 and 26 for additional information on these measures. (2) Includes a pre-tax gain …
JPM AT THE CREDIT SUISSE FINANCIAL SERVICES FORUM
look at the year-over-year comparisons, debit up because every day spend is up and credit still down as T&E is still down. Of course, we're now heading into the month of March which will be …
Credit Suisse 21st Annual Financial Services Forum
Upon adoption of CECL on January 1, 2020, we recognized an overall decrease of approximately $1.3 billion in our allowance for credit losses (ACL), which (net of income tax adjustments) …
FOR IMMEDIATE RELEASE STIFEL FINANCIAL TO PRESENT …
LOUIS, February 24, 2021 – Stifel Financial Corp. (NYSE: SF) today announced its participation in the Credit Suisse Financial Services Forum on Friday, February 26, 2021. Ron Kruszewski, …
Credit Suisse 21st Annual Financial Services Forum
Feb 27, 2020 · Statements in this presentation regarding LPL Financial Holdings Inc.’s (together with its subsidiaries, the “Company”) future financial and operating results, growth, …
Credit Suisse Financial Services Forum February 12, 2014
Credit Suisse Financial Services Forum February 12, 2014 Copyright © 2014 Citigroup Inc. Our strategy in Cards is aligned with the Global Consumer franchise. First and foremost, we are a …
Credit Suisse Financial Services Forum February 12, 2014
Our Financial Results - Growing core earnings - Reducing risk and volatility - Generating growth - Attractive and efficient business
