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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech-focused hedge fund strategies outperformed competitors this yearCNBC's Leslie Picker joins 'TechCheck' to discuss hedge fund Q2 positions, mixed hedge fund interest in big tech, and what crowded trading of long tech bets may signal.
Persons: Leslie Picker Organizations: Email Tech
Greenlight Capital releases new investor letter on positioning
  + stars: | 2023-08-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreenlight Capital releases new investor letter on positioningCNBC's Leslie Picker joins 'Halftime' to discuss the latest investor letter from David Einhorn's Greenlight which details the firms material losers and winners.
Persons: CNBC's Leslie Picker, David Einhorn's Greenlight
What Moody's ratings cuts on U.S. banks means for the market
  + stars: | 2023-08-08 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat Moody's ratings cuts on U.S. banks means for the marketCNBC’s Leslie Picker joins 'Power Lunch' to discuss Moody’s ratings cut on U.S. banks.
Persons: Leslie Picker
JPMorgan Chase CEO Jamie Dimon told CNBC on Wednesday that lawsuits against the giant bank related to its former client, the sex offender Jeffrey Epstein, have impacted its brand equity "a little bit." I wish we hadn't," Dimon told CNBC's Leslie Picker. The Virgin Islands accuses JPMorgan of retaining Epstein as a client despite multiple red flags being raised internally about him over the years. "We would never have continued to do business with him if we believed he was engaged in an ongoing sex trafficking operation," Wexler said. Epstein, 66, killed himself in a Manhattan federal jail in August 2019, a month after he was arrested on child sex trafficking charges.
Persons: Jamie Dimon, Jeffrey Epstein, Dimon, CNBC's Leslie Picker, Epstein, Virgin, Patricia Wexler, Wexler Organizations: JPMorgan, CNBC, New, U.S ., Virgin Islands Locations: New York, U.S, U.S . Virgin, Florida, Manhattan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Jamie Dimon on Fitch downgrade, the Fed and regulationsCNBC's Leslie Picker sits down with JPMorgan CEO Jamie Dimon to discuss geopolitical issues, the state of the economy, QT and the Fed, and banking regulation and compliance.
Persons: JPMorgan's Jamie Dimon, CNBC's Leslie Picker, Jamie Dimon Organizations: Fitch, JPMorgan
The Fitch Ratings downgrade of the United States' long-term credit rating ultimately doesn't matter, JPMorgan Chase CEO Jamie Dimon told CNBC on Wednesday. "It doesn't really matter that much" because it is the market, and not rating agencies, that determine borrowing costs, Dimon told CNBC's Leslie Picker. Still, it is "ridiculous" that countries including Canada have higher credit ratings than the U.S. when they depend on the stability created by the U.S. and its military, Dimon added. "To have them be triple-A and not America is kind of ridiculous," Dimon said. "We should get rid of the debt ceiling," Dimon said.
Persons: Jamie Dimon, Dimon, CNBC's Leslie Picker, It's, Fitch Organizations: Fitch, JPMorgan, CNBC, U.S, AAA Locations: United States, Canada, U.S, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's Jamie Dimon: We don't recalibrate regulations and it slows growthCNBC's Leslie Picker with JPMorgan CEO Jamie Dimon join 'Power Lunch' to discuss banking regulation and compliance.
Persons: Jamie Dimon, Leslie Picker
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan CEO Jamie Dimon calls Fitch downgrade of U.S. credit 'ridiculous'CNBC's Leslie Picker with JPMorgan CEO Jamie Dimon, join 'Power Lunch' to discuss banks, free enterprise and the Fed.
Persons: Jamie Dimon, Fitch, Leslie Picker
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan CEO Jamie Dimon: The humanitarian crisis in Ukraine is 'extraordinary'CNBC's Leslie Picker sits down with JPMorgan CEO Jamie Dimon to discuss geopolitical issues, the state of the economy, and quantitative tightening.
Persons: Jamie Dimon, Leslie Picker Organizations: JPMorgan Locations: Ukraine
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJamie Dimon: I'm more worried about China and cyber than bank stress testsCNBC's Leslie Picker with JPMorgan CEO Jamie Dimon, join 'Power Lunch' to discuss the Fed and the bank stress tests.
Persons: Jamie Dimon, Leslie Picker Locations: China
Brendan McDermid | ReutersPrivate equity firms should be motivated to hunt for deals despite the challenging interest rate environment as the potential purchase price tends to be more in their favor, according to KKR's Global Co-Head of Private Equity Pete Stavros. "This is a great time to do deals," Stavros said in an interview with CNBC's Leslie Picker for the Delivering Alpha newsletter. Zoom In Icon Arrows pointing outwardsPrivate equity fundraising has slowed down drastically after a series of aggressive interest rate hikes made borrowing costs skyrocket. Globally, private equity funds raised $444.65 billion in the first half, down 20.5% year over year from, according to S&P Global Market Intelligence. "When the public markets are more volatile and when credit markets are tighter, better return deals are done.
Persons: Brendan McDermid, Private Equity Pete Stavros, Stavros, CNBC's Leslie Picker Organizations: KKR, New York Stock Exchange, Reuters, KKR's Global, Private Equity, Delivering Alpha, P Global Market Intelligence
The job market may be strong, but the invisible strings that connect workers to their jobs are increasingly weaker. As the co-head of global private equity at KKR , he's been a key champion of instilling employee stock ownership programs in all the companies the firm buys for its $19 billion Americas Fund. "It's better for investors, it's better for the company, it's better for employees, and in the end, it's better for the communities that they live in." Over 60,000 non-management employees have been awarded billions of dollars in total equity value through these ownership programs since 2011, the firm said. Through the non-profit, other private-equity firms like Apollo and TPG also committed to advancing shared ownership within their own portfolios.
Persons: Pete Stavros, he's, it's, Stavros Organizations: Alpha, UPS, KKR, Employees, Apollo, TPG Locations: Capital
Banc of California reportedly in talks to buy PacWest
  + stars: | 2023-07-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanc of California reportedly in talks to buy PacWestCNBC's Leslie Picker joins 'Power Lunch' to discuss a WSJ report that Banc of California is in talks to buy PacWest.
Persons: CNBC's Leslie Picker Locations: California
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs misses on profit after hits from GreenSky, real estateCNBC's Leslie Picker reports on the firm's quarterly earnings results.
Persons: Goldman Sachs, Leslie Picker
Wall Street has gone from more than a year of worrying about a recession to thinking that one actually may not happen. At this point, the outgoing executive said, it doesn't even matter much if the U.S. hits a technical recession. "What matters is if you have a deep recession that changes the unemployment, and that's not happening," he said. Chicago Fed President Austan Goolsbee is among those who think the economy can avoid a recession even with 5 percentage points worth of rate hikes since March 2022. Finally, those expecting a "soft landing" for the economy rose to 68%, against 21% of those who see a hard landing.
Persons: Morgan Stanley, James Gorman, CNBC's Leslie Picker, Goldman Sachs, Goldman, Spencer Hill, Hill, Gorman, Austan Goolsbee, Goolsbee Organizations: Citi, Reserve, Chicago Fed, CNBC, Bank of America Global Fund, Survey Locations: U.S
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA CEO on strong Q2 earnings, health of the consumer and outlookBrian Moynihan, Bank of America CEO, joins CNBC’s Leslie Picker and 'Power Lunch' to discuss earnings.
Persons: Brian Moynihan, Leslie Picker Organizations: Bank of America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Bank of America CEO Brian MoynihanBrian Moynihan, Bank of America CEO, joins CNBC’s Leslie Picker and 'Power Lunch' to discuss earnings, health of the consumer, investment banking and trading.
Persons: Brian Moynihan Brian Moynihan, Leslie Picker Organizations: Bank of America
Watch CNBC's full interview with Victoria Greene and Scott Wren
  + stars: | 2023-07-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Victoria Greene and Scott WrenVictoria Greene, G Squared Private Wealth and Scott Wren, Wells Fargo Investment Institute Senior Global Market Strategist, join CNBC's Leslie Picker and 'Closing Bell Overtime' to talk the day's market action.
Persons: Victoria Greene, Scott Wren Victoria Greene, Scott Wren, CNBC's Leslie Picker Organizations: Wealth, Fargo Investment Institute Senior Global Market Locations: Fargo
Citi CFO Mark Mason on better-than-expected earnings and revenue
  + stars: | 2023-07-14 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti CFO Mark Mason on better-than-expected earnings and revenueMark Mason, CitiGroup CFO, and CNBC's Leslie Picker join 'The Exchange' to discuss Citi's quarterly earnings report.
Persons: Mark Mason, CNBC's Leslie Picker Organizations: Citi, CitiGroup
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Citi CFO Mark Mason on earnings topping Q2 estimatesMark Mason, CitiGroup CFO, and CNBC's Leslie Picker join 'The Exchange' to discuss Citi's quarterly earnings report.
Persons: Mark Mason, CNBC's Leslie Picker Organizations: Citi, CitiGroup
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSEC seeks sweeping rule change addressing fund manager regulationsCNBC's Leslie Picker joins the halftime committee on 'Halftime Report' to discuss SEC's effort to enact a major rule change in the private fund industry, and how the new regulations would allow more general lawsuits and encourage funds to take on less risk.
Persons: Leslie Picker Organizations: SEC
A sweeping change sought by the Securities and Exchange Commission would take fund managers' culpability a step further than current standards if they don't effectuate a greater standard of care. The rule change involves lowering the bar for indemnification of fund managers to "ordinary negligence" from "gross negligence." "It would monumentally change the relationship between fund managers and investors," said Marc Elovitz, partner and chair of the regulatory practice at Schulte Roth & Zabel, in an interview for the Delivering Alpha Newsletter. And investment managers are going to have a hard time protecting themselves from being on the hook for those risks." However, ILPA said that, "an ordinary negligence standard as applied to breach of contract would assure meaningful progress."
Persons: Marc Elovitz, Schulte Roth, Zabel, Schulte's Elovitz, ILPA, Gary Gensler Organizations: New York Stock Exchange, Securities and Exchange, Alpha, Institutional Limited Partners Association, SEC, Fund Advisers Locations: New York City
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Sublime first half for stocksPop the champagne: On Friday, U.S. stocks ended in the green for the day, week, quarter and first half of the year. Preliminary data showed headline prices in June rose 5.5% year on year, down from 6.1% in May. As Elon Musk's vehicle company doesn't report sales figures, delivery numbers offer investors an idea of how many cars the company has been selling.
Persons: Tesla, Elon, Goldman's, Apple Goldman Sachs, CNBC's Leslie Picker, Goldman, David Solomon, That's Organizations: CNBC, Elon Musk's, Apple, American Express, Big Tech, UBS Locations: U.S
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Commitment to the buyback is being viewed constructively' at Morgan Stanley: Wolfe's Steven ChubakSteven Chubak, Wolfe Research, joins CNBC's Leslie Picker and Mike Santoli on 'Closing Bell Overtime' to talk breaking news concerning bank capital allocation plans.
Persons: Morgan Stanley, Wolfe's Steven Chubak Steven Chubak, Wolfe, Leslie Picker, Mike Santoli Organizations: Wolfe Research
Watch CNBC's full interview with Wolfe's Steven Chubak
  + stars: | 2023-06-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Wolfe's Steven ChubakSteven Chubak, Wolfe Research, joins CNBC's Leslie Picker and Mike Santoli on 'Closing Bell Overtime' to talk breaking news concerning bank capital allocation plans.
Persons: Wolfe's Steven Chubak Steven Chubak, Wolfe, Leslie Picker, Mike Santoli Organizations: Wolfe Research
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