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NEWS, INSIGHTS, & EVENTS


4th Annual Nasdaq Small-Cap Forum: A complex new world for small-cap investor targeting

Join Moira Conlon for a lively discussion on some of the most topical issues facing small-cap companies heading into 2025.
Author: Financial Profiles
11/07/2024

Banks: Q3 2024 earnings season themes

Impact of Fed rate cut: Following the 50 basis point cut by the Fed in mid-September, investors and analysts will be interested in hearing about how...
Author: Tony Rossi, CFA
10/06/2024

CFALA PORTFOLIO - Private credit: A growing portfolio allocation or a growing risk?

Moira Conlon moderates panel at CFA Society Los Angeles' PORTFOLIO conference on the changing dynamics and outlook for private credit.
Author: Moira Conlon
09/26/2024

Banks: Q2 2024 earnings season themes

Loan growth In the full year guidance for loan growth provided at the beginning of the year, many banks had an assumption that loan demand and loan...
Author: Tony Rossi, CFA
07/01/2024

FP for CFO Magazine: The post-IPO checklist: 7 insights for CFOs

Moira Conlon writes for CFO Magazine: "Going public starts a brand new phase for finance chiefs."
Author: Moira Conlon
04/09/2024

Talk PR interviews Moira Conlon

“Investor relations used to be a nice-to-have, and now it’s a must-have, strategic and critical role.”
Author: Financial Profiles
04/09/2024

Banks: Q1 2024 earnings season themes

Credit quality The significant decline in New York Community Bancorp’s (NYCB) stock price following its Q4 2023 earnings report further increased the...
Author: Tony Rossi, CFA
04/04/2024

FP for Forbes: Communicating effectively in the competitive private credit landscape

Moira Conlon writes for Forbes: "...the communications challenge for private credit players has shifted from how to get in the game to how to...
Author: Moira Conlon
03/12/2024

Bank Earnings: What to know for 2024

Looking back at Q4 2023, preparing for 2024 Many banks typically set expectations for the coming year in their fourth quarter earnings calls, and it...
Author: Tony Rossi, CFA
01/09/2024
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