House of Morgan

Women Presidents' Organization and JPMorgan Chase Commercial Banking Seek Nominations for the 50 Fastest Growing Women-Owned and/or Led Companies of 2021

Retrieved on: 
Thursday, June 10, 2021
House of Morgan, Finance, Financial services, Banking, JPMorgan Chase, Primary dealers, Chase Bank, JPM

NEW YORK, June 10, 2021 /PRNewswire/ -- The Women Presidents' Organization (WPO) and JPMorgan Chase Commercial Banking are seeking nominees for the 50 Fastest Growing Women-Owned and/or Led CompaniesTM ranking.

Key Points: 
  • NEW YORK, June 10, 2021 /PRNewswire/ -- The Women Presidents' Organization (WPO) and JPMorgan Chase Commercial Banking are seeking nominees for the 50 Fastest Growing Women-Owned and/or Led CompaniesTM ranking.
  • "Honoring these fast-growing women-led companies allows us to highlight the essential role women play in creating jobs and growing the global economy," said Camille Burns, CEO of the Women Presidents' Organization.
  • "Thanks to the support of JPMorgan Chase Commercial Banking, we will be celebrating women-led companies that have shown great resilience and inspiring innovation in a challenging year, and we invite nominees from all industries to apply."
  • JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide.

Morgan Stanley Announces Inaugural Winners of the Sustainable Solutions Award and Collaborative

Retrieved on: 
Wednesday, June 9, 2021
Research, Environment, Insurance, Finance, Banking, Professional services, Philanthropy, Fund Raising, Foundation, Science, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Banks, Finance, Financial services, Morgan Stanley, the Institute for Sustainable Investing, MORGAN STANLEY, THE INSTITUTE FOR SUSTAINABLE INVESTING

The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the inaugural cohort of its Sustainable Solutions Collaborative (the Collaborative), an initiative to identify breakthrough innovations that address systemic change to support sustainability.

Key Points: 
  • The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the inaugural cohort of its Sustainable Solutions Collaborative (the Collaborative), an initiative to identify breakthrough innovations that address systemic change to support sustainability.
  • Each member of the Sustainable Solutions Collaborative was selected for developing a breakthrough concept aimed at solving critical global challenges.
  • The Morgan Stanley Institute for Sustainable Investing (The Institute) builds scalable finance solutions that seek to deliver competitive financial returns while driving positive environmental and social impact.
  • 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC.

Investview (''INVU'') Continues Leadership Team Investment and Announces the Appointment of Ralph R. Valvano as New Chief Financial Officer and Jayme McWidener as Chief Accounting Officer

Retrieved on: 
Wednesday, June 9, 2021
House of Morgan, Finance, Financial services, Banking, Valvano, JPMorgan Chase, Chase Bank

Prior to that, Mr. Valvano held various roles at JPMorgan Chase & Co. and ended his tenure as the Global Investment Bank Management Controller.

Key Points: 
  • Prior to that, Mr. Valvano held various roles at JPMorgan Chase & Co. and ended his tenure as the Global Investment Bank Management Controller.
  • Mr. Valvano succeeds Ms. Jayme McWidener, who served with Investview since 2017 and as chief financial officer since 2019.
  • "I am delighted to join Investviews leadership team, and am both energized and humbled by the opportunity," said Ralph Valvano.
  • Im excited to see the growth in the Investview management team and believe the addition in leadership reinforces our commitment to success.

Signature Bank to Present at the Virtual 2021 Morgan Stanley US Financials, Payments and CRE Conference

Retrieved on: 
Wednesday, June 9, 2021
Banking, Other Professional Services, Professional services, Finance, Finance, Articles, Companies, Primary dealers, House of Morgan, Subprime mortgage crisis, Federal Deposit Insurance Corporation, Morgan Stanley, Bank, Blockchain, BNY Mellon, IberiaBank

Signature Bank (Nasdaq: SBNY), a New York-based full-service commercial bank, announced today that its management plans to present at the upcoming virtual 2021 Morgan Stanley US Financials, Payments and CRE Conference.

Key Points: 
  • Signature Bank (Nasdaq: SBNY), a New York-based full-service commercial bank, announced today that its management plans to present at the upcoming virtual 2021 Morgan Stanley US Financials, Payments and CRE Conference.
  • Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
  • Since commencing operations in May 2001, Signature Bank reached $85.4 billion in assets as of March 31, 2021.
  • Signature Bank was the first FDIC-insured bank to launch a blockchain-based digital payments platform.

Lemonade CFO Tim Bixby to Present at the 6th Annual Morgan Stanley Sustainable Futures Conference

Retrieved on: 
Tuesday, June 8, 2021
Technology, Mobile, Wireless, Professional services, Insurance, Finance, Financial services, Companies, Primary dealers, Subprime mortgage crisis, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Lemonade, Bixby

Tim Bixby, Chief Financial Officer of Lemonade, Inc. (NYSE:LMND), will present at the 6th Annual Morgan Stanley Sustainable Futures Conference on Wednesday, June 9, 2021.

Key Points: 
  • Tim Bixby, Chief Financial Officer of Lemonade, Inc. (NYSE:LMND), will present at the 6th Annual Morgan Stanley Sustainable Futures Conference on Wednesday, June 9, 2021.
  • The virtual fireside chat will be livestreamed here: https://morganstanley.webcasts.com/starthere.jsp?ei=1468742&tp_key=d24b2... and a replay of the webcast will be available on investor.lemonade.com shortly after the event.
  • Tim will also be presenting at the Morgan Stanley US Financials, Payments & CRE Conference, being held virtually on June 14-16, 2021.
  • A Certified B-Corp, Lemonade gives unused premiums to nonprofits selected by its community, during its annual Giveback.

Woodforest National Bank Announces Appointment of David Mendez to its Board of Directors

Retrieved on: 
Tuesday, June 8, 2021
House of Morgan, Finance, Financial services, Woodforest National Bank, Banking, JPMorgan Chase, Greater Houston, Chase Bank, The Woodlands, Texas, Houston, Woodforest Bank Stadium

THE WOODLANDS, Texas, June 8, 2021 /PRNewswire/ --Woodforest National Bank ("Woodforest") is pleased to announce the appointment of the Bank's newest board member, David Mendez.

Key Points: 
  • THE WOODLANDS, Texas, June 8, 2021 /PRNewswire/ --Woodforest National Bank ("Woodforest") is pleased to announce the appointment of the Bank's newest board member, David Mendez.
  • President and CEO, Woodforest National Bank.
  • David L. Mendez retired as Vice Chairman Middle Market Banking and Specialized Industries after serving JPMorgan Chase (and its predecessors) for 42 years.
  • His recent board roles include Board Chair for the Houston Endowment, Central Houston, and the Dean's Executive Board of the University of Houston C.T.

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Retrieved on: 
Monday, June 7, 2021
Finance, Money, JPMorgan Chase, Financial services, House of Morgan, Primary dealers, Chase Bank, Private equity, J.P. Morgan & Co., J.P. Morgan in the United Kingdom

"J.P. Morgan Private Capital will harness JPMorgan Chase's unparalleled scale, network and resources to deliver a best-in-class growth equity and private debt investment platform," said Mary Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management.

Key Points: 
  • "J.P. Morgan Private Capital will harness JPMorgan Chase's unparalleled scale, network and resources to deliver a best-in-class growth equity and private debt investment platform," said Mary Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management.
  • Meg McClellan, Head of Private Debt, J.P. Morgan Private Capital Ms. McClellan was appointed as Head of Private Debt in 2019.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedgefunds, private equity and liquidity.
  • J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co., and its affiliates worldwide.

LegalZoom Files Registration Statement for Proposed Initial Public Offering

Retrieved on: 
Friday, June 4, 2021
Professional services, Small business, Technology, Legal, Other Technology, Software, Finance, Finance, Financial markets, Investment, Credit Suisse, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Jefferies Group, Security, U.S. Securities and Exchange Commission, Credit Suisse Securities (USA) LLC v. Billing

LegalZoom.com, Inc. (LegalZoom) today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of its common stock.

Key Points: 
  • LegalZoom.com, Inc. (LegalZoom) today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of its common stock.
  • The number of shares to be offered and the price range for the proposed offering have not yet been determined.
  • J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and Barclays Capital Inc. are acting as lead book-running managers for the proposed offering.
  • BofA Securities, Inc., Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC and Jefferies LLC are acting as book-running managers for the proposed offering.

ReCircled to Participate in Morgan Stanley Sustainable Futures Conference

Retrieved on: 
Thursday, June 3, 2021
House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Kuhlman, Morgan, Banks, Finance, Financial services

DENVER, June 3, 2021 /PRNewswire/ -- ReCircled,a company focused on theReUseandReCyclingof the 100Billiongarments and 25 Billion shoes produced annually, is pleasedto announcethey will be participating in the Morgan Stanley Sustainable Futures Conference, Wednesday June 9th, 2021 from 8:00 8:35 am ET.

Key Points: 
  • DENVER, June 3, 2021 /PRNewswire/ -- ReCircled,a company focused on theReUseandReCyclingof the 100Billiongarments and 25 Billion shoes produced annually, is pleasedto announcethey will be participating in the Morgan Stanley Sustainable Futures Conference, Wednesday June 9th, 2021 from 8:00 8:35 am ET.
  • Scott Kuhlman, CEO ofReCircled said, "I look forward to joining the opening panel discussion to discuss the future of Fashion and the supply chain.
  • We are honored to be part of this prestigious group includingpanelists fromThredupand Ralph Lauren.We would like to thank Morgan Stanley and their ESG team for the invitation."
  • With a proprietary process that insures nothing goes to the landfill, ReCircled creates a closed loop with their brand and retail partners.

Discover Financial Services to Present at Morgan Stanley US Financials, Payments & CRE Conference – Updated Time

Retrieved on: 
Tuesday, June 1, 2021
Professional services, Finance, Finance, Companies, Financial services, Discover Financial, Riverwoods, Illinois, Discover Card, House of Morgan, Morgan Stanley, DFS, Discover, New York Stock Exchange

Roger Hochschild, chief executive officer and president of Discover, will present at the Morgan Stanley US Financials, Payments & CRE Virtual Conference on Tuesday, June 15, 2021, at 9:30 a.m.

Key Points: 
  • Roger Hochschild, chief executive officer and president of Discover, will present at the Morgan Stanley US Financials, Payments & CRE Virtual Conference on Tuesday, June 15, 2021, at 9:30 a.m.
  • A link to the listen-only live audio webcast will be posted on the day of the conference to Discover's Investor Relations website at http://investorrelations.discover.com .
  • A replay will be available for 90 days after the conference at the same website address.
  • Discover Financial Services (NYSE: DFS) is a digital banking and payment services company with one of the most recognized brands in U.S. financial services.