Leadership RBC Capital Markets

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.

In her role, Patti oversees a team of approximately 600 professionals globally who specialize in lending, trading credit, loan portfolio management joshua rosenbaum rbc 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.

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.

Q: Why is investment banking so difficult to teach?

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.

• Mr. Thurlow is also the Chief Operating Officer for RBC U.S. Holdings LLC, RBC’s U.S. Intermediate Holding Company (IHC) in which he works closely with the IHC CEO and all U.S. business leaders in driving collaboration opportunities across our U.S. operations.
• Kent is a widely recognized expert in complex advisory, financing and out-of-court restructuring transactions with almost 30 years of experience.
• 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.
• He originates, structures, and advises on M&A, corporate finance, and capital markets transactions.
• 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.

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. Manish has more than 20 years of deep institutional and consumer banking experience with cross-functional leadership across lines of business, risk and finance. He is a frequent speaker on M&A, capital markets and investment banking, providing unique and timely insight on sector trends, valuation and outlook. Prior to that he held multiple senior roles across M&A and sector coverage teams in key global financial centers – New York, London, Dubai and Amsterdam. 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. From 2008 to 2018, Jim was responsible for the firm’s leveraged finance business in the U.S and Europe, leading an experienced team of specialized professionals in raising capital for corporate acquisitions, leveraged buyouts, recapitalizations and refinancings.

• 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.
• Michael serves as a senior ambassador of RBC Capital Markets, working closely with the investment banking team to build relationships with clients in Australia.
• 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.
• 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.

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Allison brings over 20 years of experience from Citi, where she held various senior leadership roles spanning technology, operations and transformation. In addition to establishing and driving the strategy for our Global Investment Banking business, Matthew also manages RBC’s relationships with some of the largest and most active private equity firms in the world. He collaborates closely with RBCCM’s global business heads to develop, align, and execute business strategies for sustained growth across all of RBCCM’s businesses. Lindsay has over two decades of experience in capital markets, spanning trading floors across North America, Europe, Australia, and Asia. Today, Jonathan leads a team of close to 2,000 professionals within Global Markets, collectively comprised of Sales & Relationship Management, Digital Solutions & Client Insights, Central Funding, Equities, Spread, and Macro business lines.

Celine Boffo is MD & SVP, HR for RBC Capital Markets where she leads the design and execution of an integrated talent strategy for the business globally. He also has oversight for financial and performance management frameworks and policies for Capital Markets. Derek has global oversight of the firm and, along with the Capital Markets Operating Committee, sets the growth strategy for RBC’s Corporate & Investment Banking and Global Markets business activities worldwide. With decades of experience to their names, these leaders use their knowledge to further the firm’s goal of being among the world’s most trusted and successful financial institutions. As a firm serving clients in over 100 countries around the globe, RBC Capital Markets relies on the guidance provided by its strong team of leaders.

Is Clay better than Dex for relationship management?

Prior to joining the Royal Bank of Canada, he had been active principally in the fields of banking, politics and law. Andrew has an extensive and broad range of transactional experience having advised a number of North America’s largest corporate issuers and private equity firms. He also spent seven years with Macquarie in New York with a focus on building the firm’s private equity buy-side and infrastructure businesses. She had also held global leadership positions including Global Head of Transformation as well as Interim Head of Global Operations.

Managing Director, Global Head Of Industrials Group

And investment bankers will need the essential toolkit to keep up with deal flow. Our first edition was also released during a global financial crisis in Spring 2009, which actually turned out to mark the start of the next decade’s historic bull run. Also, LBOs have evolved in multiple ways, including the number and types of participants, structures and terms, sources of financing, and expected equity returns. We also have two new chapters on IPOs and equity offerings, including content on SPACs and direct listings.

Q:  How did you adapt the third edition for today’s market environment?

In addition to his leadership role with RBC Capital Markets, Derek is also a board member for RBC US Group Holdings LLC, RBC Dominion Securities Inc. and the RBC Foundation. Baird’s Industrials team was accused of being a particular sweatshop by the Wall Street Journal in April. “We worked with him while we were interns,” says the junior banker. At Deutsche Bank, though, insiders say junior bankers are being overworked by ambitious new managing directors eager to prove themselves in a challenging market.

RBC Capital Markets

Mr. Thurlow is also the Chief Operating Officer for RBC U.S. Holdings LLC, RBC’s U.S. Intermediate Holding Company (IHC) in which he works closely with the IHC CEO and all U.S. business leaders in driving collaboration opportunities across our U.S. operations. Prior to RBC, Vito was most recently 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. He is responsible for the bank’s overall M&A effort across all industry sectors. Prior to joining RBC in October 2016, Mr. Van der Voort was for more than 20 years with Credit Suisse, where he notable established the Hedge Fund Investment Banking business in New York in 2011. He is on the board of the California Chamber of Commerce and served on the Executive Board in 2013, Chairs the Audit and Finance Committee at St James’ Episcopal School and is currently involved in the Los Angeles Area Council for the Boy Scouts of America. Kent is a widely recognized expert in complex advisory, financing and out-of-court restructuring transactions with almost 30 years of experience.

What integrations does Clay offer that make it a top contact management solution?

He originates, structures, and advises on M&A, corporate finance, and capital markets transactions. The essential daily roundup of news and analysis read by everyone from senior bankers and traders to new recruits. “We all knew that banking would be an intense job and that we had long hours coming,” says the junior. 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. Now that the junior banker is more senior, and is up for promotion, the situation is allegedly the same if not worse. At RBC, insiders say it’s a senior analyst on the team who’s the issue.

Like juniors at Deutsche Bank, juniors at RBC say there’s no real system for monitoring working hours in place at the bank. The claims came after a junior analyst on RBC’s New York industrials team was taken to hospital in an ambulance in late April. When junior bankers suffer health emergencies, it’s become standard practice to seek out managing directors (MDs) to blame. Previously, he worked at UBS Investment Bank and the International Finance Corporation, the direct investment division of the World Bank. These advancements have also improved bankers’ work/life balance, as well as the effectiveness of remote working, which is obviously highly relevant for WFH.

As the Head of CFG, Daniel is responsible for overseeing a global secured financing business which delivers balance sheet solutions to its clients as well as managing investment and market making strategies. Trevor has significant experience working with directly with clients on a broad range of transactions, including mergers & acquisitions and debt and equity financing. Our essential guide was groundbreaking at the time, and quickly became the go-to book for students and career-changers looking to break into the investment banking industry. We, however, decided to focus on the investment banking technical skillset. 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. His team handles structuring and executing private capital transactions including debt and equity private placements.

He recently represented Statewide Mobility Partners, a consortium of investment funds, on the divestiture of Indiana Toll Roads, one of the largest infrastructure sales in US history. His clients over the years have included AerCap, AT&T, BAT, Charter Communications, Creative Artists Agency, Fiat Chrysler Automobiles, Hutchison Whampoa, Intel, Jabil,  Juniper, Leucadia, Level 3, Microsoft, Mosaic, Sprint, Time Warner, TPG, Visteon and Vodafone. In his 30 years on Wall Street, he has advised clients on nearly $1 trillion of completed transactions.

He promotes cross-business coordination and collaboration in support of RBCCM’s overall strategy and works diligently to advance RBC’s pan-U.S. She sits on the firm’s Capital Markets Global Diversity Leadership Council, is a co-founder of RWomen, a global internal forum dedicated to fostering and developing female talent, and she chairs  VersaFi’s Advisory Council. She also chairs the Loan Portfolio Review Committee and the Commitments Committee which determine the firm’s global lending decisions. He was transferred to London in 2000 where he developed a European trading business as well as co-founded the CFG business. Daniel joined RBC Capital Markets in 1999 in New York as member of the firm’s Global Arbitrage and Trading business. Daniel Rosenbaum is a Managing Director at RBC Capital Markets, Head of the Central Funding (CFG) business division and Chairman of the RBC (Barbados) Trading Bank Corporation and RBC CMA LLC subsidiaries.