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Odysight.ai to Participate in the 15th Annual ROTH London Conference on June 25 and 26
GlobeNewswire News Room· 2025-06-12 12:30
Omer, Israel, June 12, 2025 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (Nasdaq: ODYS), a leading provider of visual based predictive maintenance (PdM) and condition-based monitoring (CBM) solutions, today announced it will participate in the 15th Annual ROTH London Conference taking place June 25–26, 2025, in London, U.K. Einav Brenner, Chief Financial Officer, will be available for one-on-one investor meetings on site both days. To schedule a meeting, please contact your ROTH representative. About the ROTH Londo ...
摩根士丹利:全球经济360度纵览-我们对全球各地的看法
摩根· 2025-06-12 07:19
M Global Foundation June 11, 2025 05:00 AM GMT Global Economic Briefing The Global 360 Our views around the world. 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morga ...
Stifel Announces Victor Nesi to Retire as Co-President and Head of Institutional Group; Joins Board of Directors
Globenewswire· 2025-06-11 20:45
ST. LOUIS, June 11, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Victor Nesi, Co-President and Head of the Institutional Group, will retire from his day-to-day operating responsibilities effective July 1, 2025, after 16 years of distinguished service. Mr. Nesi will, however, continue to serve the firm, simultaneously joining its Board of Directors. “Victor has been instrumental in building the platform we have today,” said Ronald J. Kruszewski, Chairman and CEO of Stifel. ...
Evercore(EVR) - 2025 FY - Earnings Call Transcript
2025-06-11 14:00
Evercore (EVR) FY 2025 Annual General Meeting June 11, 2025 09:00 AM ET Speaker0 Good morning and welcome to the twenty twenty five Annual Meeting of Stockholders of Evercore. Please note that this meeting will be recorded and will consist of copyrighted material. You may not record or rebroadcast these materials without Evercore's consent. I will now turn the call over to John Weinberg, Chairman of the Board and Chief Executive Officer of Evercore. Speaker1 Thank you. We sincerely thank you for taking the ...
Moelis & Company (MC) 2025 Conference Transcript
2025-06-10 18:50
Summary of Moelis & Company Conference Call Company Overview - **Company**: Moelis & Company - **New CEO**: Naved Mamuzadigan will become CEO on October 1, 2023, transitioning from co-president, while Ken Moelis will become Executive Chairman and Jeff Rach will be appointed Executive Vice Chairman [2][4][5] Key Points and Arguments Leadership Transition - The transition is seen as a natural evolution of the firm, with a focus on promoting internal talent [4][5][6] - 45% of managing directors (MDs) are internally promoted, indicating a strong culture of talent development [5] Strategic Focus - The firm is focusing on major verticals with significant revenue opportunities, including technology and oil and gas [7][8] - A major expansion into private equity fundraising is planned, with a new focus on continuation vehicles [7][8] Market Environment - Optimism is expressed regarding the M&A environment, with indications of increased transaction activity despite previous setbacks [10][11] - The pipeline for new business is reportedly strong, with activity levels comparable to historical highs [13] Private Equity and Sponsor Clients - There is pressure on private equity firms to return capital to investors due to limited exit activity over the past few years [14][15] - Continuation vehicles are highlighted as a key opportunity for sponsors to provide liquidity to investors while retaining ownership of portfolio companies [15][34] IPO Market - The IPO market is beginning to open for certain types of companies, which could encourage more activity from sponsors [17] Interest Rates - While there is a desire for interest rate cuts, sponsors are not solely waiting for this to proceed with transactions [20][21] - Long-term concerns about elevated ten-year yields are acknowledged, but not seen as an immediate threat [22] Private Funds Advisory (PFA) - The PFA business is a significant growth area, with key hires made to strengthen this segment [23][24] - Continuation vehicles and LP to LP secondaries are identified as major opportunities within the PFA space [27][29] Restructuring Business - The restructuring segment is performing well, with steady activity levels expected even in a recovering economy [35][38] Hiring and Talent Acquisition - Competition for top talent remains high, with a focus on cultural fit and alignment with the firm's values [40][41] - The firm aims to maintain a nimble approach to hiring, especially during uncertain times [46][47] Financial Metrics - The compensation ratio was reported at 69% in Q1, with a target of low 60s for equilibrium in the long term [51][52] - Non-compensation growth is targeted at 15% year-over-year, with a focus on efficiency and technology adoption [57] Technology and AI - AI is seen as a potential tool to improve efficiency and enhance the capabilities of junior bankers [58][62] Overall Strategy - The firm aims to maintain its core values of collaboration, transparency, and a strong balance sheet while striving to be the best independent investment bank [64][65] Additional Important Points - The firm is committed to building long-term client relationships, which are central to its strategy and success [64][65] - The focus on internal promotions and talent development is a key differentiator for Moelis & Company in the competitive investment banking landscape [5][6]
Evercore (EVR) 2025 Conference Transcript
2025-06-10 16:25
Evercore (EVR) 2025 Conference June 10, 2025 11:25 AM ET Speaker0 All right, I'll start with our disclosure. So for important disclosures, please see Morgan Stanley Research disclosure website, ww.morganstanley.com/researchdisclosures. If you have any questions, please feel free to reach out to your Morgan Stanley sales representative. All right. So we are pleased to have with us John Weinberg, Chairman and CEO of Evercore. John, thanks so much for joining us. Speaker1 Thank you for having me. Speaker0 So j ...
欧洲日报:英国——国防红利有多大?(莫伯利)
Goldman Sachs· 2025-06-10 02:55
9 June 2025 | 9:10PM BST European Daily: UK—How Large is the Defence Dividend? (Moberly) UK—How Large is the Defence Dividend? The UK government has emphasised the growth upside from higher military spending, with the Prime Minister arguing this week that increased expenditure Sven Jari Stehn +44(20)7774-8061 | jari.stehn@gs.com Goldman Sachs International Filippo Taddei +44(20)7774-5458 | filippo.taddei@gs.com Goldman Sachs International Alexandre Stott +33(1)4212-1108 | alexandre.stott@gs.com Goldman Sach ...
全球:高盛经济指标更新:全球硬数据显示韧性
Goldman Sachs· 2025-06-10 02:50
9 June 2025 | 5:29PM EDT Global: GS Economic Indicators Update: Global Hard Data Show Resilience Please find an update of our proprietary global economic indicators below. The data behind these exhibits can be downloaded here. Interactive charts can be found on our living page here. Chart of the Week Exhibit 1: Global Hard Data Show Resilience as Soft Data Normalizes Our daily MAP surprise indices summarize the importance and strength (relative to consensus expectations) of economic indicators worldwide. Ac ...
高盛:中国_5 月出口增长放缓,因对美出口持续下降
Goldman Sachs· 2025-06-10 02:16
9 June 2025 | 1:37PM HKT China: Export growth moderated in May on continued drop in US-bound exports Bottom line: China's trade growth moderated in May despite the substantial tariff rollback between the US and China, and came in below consensus expectations (exports: +4.8% yoy, imports: -3.4% yoy). The moderation in headline export growth reflects the continued fall in China's exports to the US with another 17% sequential decline after seasonal adjustment. The decline in imports appears widespread, consist ...
摩根士丹利:跨资产聚焦-信号、资金流与关键数据
摩根· 2025-06-10 02:16
June 9, 2025 02:09 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: | | As of Jun | | Q2 2026 Forecast | | | Q2 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 06, 2025 | Bear | Base | Bull | Bear | Base | Bull | | Return/Risk | | Equities | | | | | | Total Returns | | ...