Tag Archives: #InvestmentBanking

Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors.

In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They also discuss:

  • Why it’s getting more difficult for individual investors to participate in investment banking
  • How investment banking is becoming more international, and what countries Richard is working with
  • Is increased regulation affecting investment banking
  • What WestPark Capital Group focuses on, and how that benefits their clients
  • Where Richard is seeing an increase in transactions
  • How the last 18 months affected WestPark Capital Group
  • What the future holds for investment banking and WestPark Capital Group

Resources: WestPark Capital

 

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Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , ,

Michael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years.

In this episode of Power Your Advice, Mike and Doug Heikkinen discuss investment banking – what it is and why financial advisors should consider including it in their client portfolios. They also talk about how Kingswood can help advisors provide access to this important and differentiating solution for their clients.

  • What does ‘investment banking” mean to advisors and their clients
  • How does Mike feel investment banking drives the economy
  • How can adding investment banking help strengthen advisors’ value propositions
  • The types of risks associated with investment banking and how can they be offset

Resources:  Kingswood U.S.

 

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