He has significant experience across all aspects of investment banking including mergers and acquisitions, debt and equity financing, and he continues to provide senior coverage and advice to a number of the firm’s most significant clients. Michael serves as a senior ambassador of RBC Capital Markets, working closely with the investment banking team to build relationships with clients in Australia. With his comprehensive experience and reputable background, Joshua Rosenbaum is a notable figure in the finance and investment banking sector. As CFO he leads the Asia-Pacific finance team and oversees all finance services to the Asia-Pacific business platforms, including valuations, financial and product control, and performance management.
“I’m an MD in a bank. My juniors hate me and think I’m rich”
Trevor has been deeply involved in several community initiatives, including Chair of the Board of Directors for YMCA Calgary and serving as a member of the Dean’s Advisory Council for the Lazaridis School of Business and Economics at Wilfrid Laurier University. She then led enterprise-wide change management and governance programs at Rogers Communications before returning to consulting. At CGI, Celine headed up the organizational change management center of expertise and consulted on organizational design, development and change across industries. Before starting her corporate career with CGI, a Canadian IT services firm with global operations, she earned her Ph.D. in Management from HEC Montreal. Celine has built her career on a foundation of business transformation, people strategies and organizational effectiveness.
Is Clay better than Dex for relationship management?
Jim Wolfe is Head of Global Investment Banking Capital Markets, overseeing the firm’s financing products across debt and equity in both the public and private markets. Before Citi, Allison managed the client marketing team at Lazard Frères Asset Management, where she created high volume client materials and played a key role in launching the firm’s first online client offering. Allison Szmulewicz is Chief Operating Officer of RBC Capital Markets with global responsibility for operations, transformation, as well as risk and control. He is an active leader of RBC’s community service programs, including serving as captain of RBC’s New York Race for the Kids and co-executive sponsor of RBC PRIDE USA. Vito is a member of RBC’s Global Capital Markets Operating Committee, U.S. Executive Committee, U.S. Regional Operating Committee and the board of RBC Capital Markets, LLC. Before joining RBCCM, Vito was a Managing Director and Head of Software M&A coverage for CIBC World Markets in New York, where he worked across the defense, consumer, business services, and technology sectors.
- Also, LBOs have evolved in multiple ways, including the number and types of participants, structures and terms, sources of financing, and expected equity returns.
- Bobby began his career at RBC as an energy trader in 1996 and has since held multiple senior roles across the organization.
- In addition to private capital transactions, Mr. Van der Voort has significant experience in marketing, structuring and executing mergers & acquisitions, investment grade and leveraged finance and public equity transactions.
- Dominic Hudson leads our investment banking sector, product and country teams across Europe and APAC, and is a member of the RBC Capital Markets Operating Committee.
- RBC’s HR team is thought to be investigating after a meeting held by Joshua Rosenbaum, RBC’s global head of industrials, shortly after the analyst left in an ambulance in April.
Teams
No one has died at RBC Capital Markets in New York City, but there are repeated claims that one particular team there has been overworked, not by the managing director, but by a junior banker and senior analyst. Today, remote access and instant communications have simplified the process, giving bankers more time to focus on clients, team building, and strategy. As COO, he oversees the regulatory obligations and business operations, and leads the functional, operational, and financial aspects of Capital Markets in the region. Mr. Thurlow serves as a member of the National Board of the All Stars Project, an afterschool development program for inner-city kids across 6 major cities in the U.S., including Jersey City, Newark and New York. He began his career in commercial banking during which he held a variety of Credit and Operations roles.
As part of these roles, Sian collaborates with global business heads across Capital Markets to develop, align, and execute strategy and to ensure effective governance of the European capital markets business. He has 25 years of capital markets experience with RBC, including roles in Toronto and Calgary in Investment Banking and Equity Capital Markets. In her previous role, she led the global HR team supporting RBC’s Wealth Management and Insurance businesses across 3 continents. In addition, Celine provides leadership and oversight for all HR activities in the U.S. in support of the five RBC businesses operating in the region, including City National Bank.
Based in Jersey City, New Jersey, Mr. Thurlow is responsible for all operational, control and administrative aspects of RBC’s U.S. Capital Markets businesses and has local management responsibility for all Technology, Operations and Functions groups. Historically, he has extensive sector experience with origination and execution of transactions in industrials (with a focus on aerospace, defense and government services), communications, media and entertainment, technology, and business services. Earlier in his career, he was involved in Equity Capital Markets executing initial public offerings and secondary equity offerings for clients across various industries. In this capacity he oversees the Global Private Capital Group, servicing institutional clients such as investment holding companies, alternative asset managers, family offices and hedge funds. Kent previously served as a Managing Director at Moelis & Company and Credit Suisse where he advised corporate clients including the Walt Disney Company, Euro Disney SCA, Sony Entertainment, Penton Media, Media Rights Capital, Pixar Entertainment and Scripps Networks.
He has held prominent roles in various organizations, including serving as the Managing Director and Global Head of Industrials Group at RBC Capital Markets. Joshua Rosenbaum … great banker, colleague, leader and friend! Mr. Thurlow joined RBC in May of 2015 from Credit Suisse, where he held dual roles as the COO for Credit Suisse’s Americas Equities businesses and the Head of Front Office Controls for Credit Suisse’s Global Equities business.
RBC Capital Markets
Prior to this, Manish held progressively senior roles with Citigroup, including as Chief Financial Officer of its Global Corporate and Investment Bank, where he applied a client centric mindset across financial controls, strategy, innovation and regulatory policies. Copyright © 2023 investmentbankingbook.com – All Rights Reserved Industrials banking teams can be particularly harsh places to work.
Morning Coffee: JPMorgan paid a 29-year-old $22m and she must pay $144m in return. M&A boom extends hiring optimism
He has also worked with most West Coast private equity clients including Oaktree Capital, Ares Capital, Leonard Green Partners and Aurora Capital. In her role, she oversees the Capital Markets platform, ensuring the delivery of a best-in-class experience for clients, while evolving constantly to meet business priorities and regulatory requirements in a dynamic and ever-changing environment. Acting as a strategic and trusted advisor to his clients, Vito leverages his considerable relationships and experience to help them achieve their business goals. She began her career in Investment Banking with RBC in Toronto and spent 10 years in various roles across equity markets at a global bank in London before returning to RBC. Sian has over 30 years of experience working in capital markets in the UK and APAC in a variety of management, sales, and distribution roles. Sian has considerable experience in delivering Global Markets products and solutions to a wide array of clients including corporates, pension funds and asset and wealth managers.
Experience & Education
He is active with many philanthropic organizations, including as Chairman of Ste Justine Hospital’s Foundation since 2012. His recent experience covers the Industrials, Healthcare, Technology, Real Estate, Infrastructure and FIG sectors. He spent 19 years with Macquarie in a number joshua rosenbaum rbc of senior roles and 15 years with Bankers Trust, which Macquarie acquired in 1999. With over 32 years of experience, Jim has successfully executed transactions of all sizes across a broad range of industry sectors.
The Sterling Group, a middle market private equity firm…
For example, 10 years ago, bankers at all levels spent inordinate amounts of time processing materials, known as “turning the book”.
- His experience spans all industries and geographies and includes some of the largest and most complex M&A, restructuring, equity and privatization deals.
- He is a qualified Chartered Accountant with over 20 years’ experience in banking in London, New York, and Australia, having held roles with Price Waterhouse, Halifax plc, Banco Santander, and Lloyds International.
- Before joining RBCCM, Vito was a Managing Director and Head of Software M&A coverage for CIBC World Markets in New York, where he worked across the defense, consumer, business services, and technology sectors.
Q: Why is investment banking so difficult to teach?
In this role, he was instrumental in the growth of our ten industry teams providing strong connectivity across sectors, products and European country teams, before assuming his current role of Head of Investment Banking, Europe and APAC in November 2022. He then held roles at Deutsche Bank and Rothschild before joining RBC in 2006 to lead our infrastructure, transport and utilities team in Australia. Andrew’s earlier roles in GRM included the oversight of all risks arising for Wealth Management businesses in the Americas. Bobby began his career at RBC as an energy trader in 1996 and has since held multiple senior roles across the organization. In this role, Bobby leads the firm’s end-to-end AI and digital innovation strategy to deliver transformative client solutions, drive scale and accelerate adoption across the firm to enable the Capital Markets business to compete in a digital world.
What integrations does Clay offer that make it a top contact management solution?
Lindsay is also responsible for RBC Economics, supporting the provision of market-leading insights, macro analysis and the convening of global thought leaders. She oversees the Sustainable Finance Group which delivers solutions and advice for RBC’s institutional and corporate clients. She is responsible for advancing RBC CM’s strategy across business, marketing, AI, and digital innovation to support the firm’s overall growth and performance ambitions. Sian joined RBC in August 2013 and has held a wide range of roles including Head of European Fixed Income and Currencies, Global Head of FX, and Head of Global Markets Europe.
Andrew has held progressively senior roles across GRM and RBC over his 20 years with the bank. As the Chief Risk Officer for RBC Capital Markets, Andrew and his team are responsible for driving strong risk governance practices aligned with enterprise standards, promoting a strong risk culture and providing risk insights and understanding to the business. As EVP Commercial & Wholesale Credit Risk within Group Risk Management, Andrew leads the team responsible for the global oversight of wholesale credit risk originated by RBC Capital Markets, Commercial Banking and City National Bank. In his current role he is actively engaged in senior client coverage and providing advice to clients across industries.
Kent has spent much of his career advising media clients as well as West Coast based private equity clients. He is co-chair of his Harvard class and has served on the board of a number of public companies and philanthropic institutions, including the US board of Upper Canada College and the board of trustees of Horace Mann School in New York. He has worked on behalf of the Governments of Canada and Ontario regarding their investments in Chrysler and General Motors after the financial crisis and advised on the landmark privatizations of Telefonos de Mexico and Telstra of Australia. His experience spans all industries and geographies and includes some of the largest and most complex M&A, restructuring, equity and privatization deals.
In her role, Patti oversees a team of approximately 600 professionals globally who specialize in lending, trading credit, loan portfolio management and transaction banking for our corporate and institutional clients. Joshua Rosenbaum is a seasoned finance professional with extensive experience in investment banking, particularly in the industrials sector. Vito has over 27 years of investment banking experience, during which he has advised on over 150 transactions with a combined value exceeding $100 billion. To date, Kent has worked on over $250 billion of financing assignments across a broad range of products including leverage finance, equity, investment grade and film/content financing, and in excess of $150 billion of advisory work for clients in his career. Vito has over 30 years of investment banking experience and has advised on over 200 transactions valued at over $250 billion.