Articles from BTIG

BTIG announced today that it will hold its fifth annual Housing Ecosystem Conference, which will take place on Wednesday, May 7 through Thursday, May 8, 2025, in New York, NY. The conference will be hosted by:

BTIG announced today leadership changes within its healthcare investment banking division, appointing a new head of healthcare investment banking along with other changes in senior management across its biotechnology and medical technology verticals. These moves highlight BTIG’s continued growth and expanded presence in the healthcare sector and its dedication to providing best-in-class advisory and capital market services across the healthcare landscape.

BTIG announced today that it will host its annual MedTech, Digital Health, Life Science and Diagnostic Tools Conference on Tuesday, February 11 through Wednesday, February 12, 2025. The firm expects to host over 75 corporate management teams throughout the event and will include opportunities for the firm’s institutional investor clients to meet with management teams in a one-on-one, as well as hybrid group setting.

BTIG announced today that it will commit to donating $1 million dollars to wildfire relief and restoration efforts in Los Angeles, California. The funds will be donated to reputable organizations dedicated to the extensive rebuilding efforts needed after the unprecedented and tragic wildfires.

BTIG announced today that the BTIG Virtual Software Forum will take place on Monday, December 9 through Tuesday, December 10, 2024. The two-day forum will bring together experts, innovators, and enthusiasts across the software landscape.

BTIG announced today that its 4th Annual Ophthalmology Day will take place on Monday, December 2, 2024. The virtual, one-day event will include fireside chats, thematic panel discussions and one-on-one meetings. The event will be hosted by:

BTIG announced today that its Digital Health Forum will take place on Monday, November 25, 2024. The event will be hosted by David Larsen, CFA, BTIG Healthcare IT and Digital Health Analyst, and Marie Thibault, BTIG Medical Technology and Digital Health Analyst and will include thematic panel discussions, one-on-one meetings and fireside chats.

BTIG announced today that Christopher Boffi has joined the firm as a Managing Director within its Consumer Investment Banking group. Mr. Boffi will be based in New York and will focus on M&A, strategic and capital markets advisory for our consumer and retail clients.

BTIG announced today that Sumon Chaudhuri has joined the firm as a Managing Director within its Energy, Infrastructure and Transportation Investment Banking group. Mr. Chaudhuri will collaborate with existing banking and product teams to offer strategic advisory services across all sub-verticals within the energy industry including traditional oil and gas, clean technology and energy transition. Sumon will be based in Houston and will also have regional banking coverage responsibilities in Texas.

BTIG announced today that Michael Mylonas has joined the group as the Head of Consumer Investment Banking and the Head of Investment Banking Coverage in Europe. Based in London, Mr. Mylonas will be tasked with growing the firm’s market presence globally and leading its Consumer banking efforts to better meet the evolving needs of BTIG’s client base.

BTIG announced today that Bob Dentice has joined the firm as a Managing Director and Co-Head of Healthcare Investment Banking. Mr. Dentice will play a key role in advancing the group’s effort to provide innovative financial solutions and strategic advisory services for biopharmaceutical companies.

BTIG announced today that Mike Moen has joined the firm as a Managing Director in its Financial Sponsors Group in Investment Banking. Mr. Moen will work closely with existing banking and product teams to enhance BTIG’s large-cap financial sponsor coverage. Additionally, he will support the Aerospace & Defense banking team, with a particular focus on national security.

BTIG announced today that Eric Clark has joined the firm as a Managing Director in its Real Estate & Homebuilding Investment Banking Group. Based in the San Francisco office, Mr. Clark will be a part of BTIG’s capital markets and strategic advisory efforts for clients within the real estate and homebuilding sectors.

BTIG announced today that Bruce Thomas has joined the firm as a Managing Director in its Industrials, Aerospace & Defense Investment Banking group. Based in BTIG’s New York office, Mr. Thomas will work closely with colleagues in Washington, DC to further strengthen the firm’s capabilities in this critical industry.

BTIG announced today that James Bentley has joined the firm as a Managing Director in its Energy, Infrastructure & Transportation Group in Investment Banking. Mr. Bentley will focus on the firm’s capabilities in the power and utilities sector. He will be based in the firm’s New York office and will collaborate with BTIG’s M&A and capital markets teams to guide clients through the shifting dynamics of the industry.

BTIG announced today that Satya Bajpai has joined the firm as a Managing Director within its Technology Investment Banking group. Based in the firm’s San Francisco office, Mr. Bajpai will focus on delivering advisory solutions to companies in the technology and software space globally and leverage opportunities arising from the disruption occurring in these rapidly developing sectors.

BTIG announced today that Michael Baisley has joined the firm as a Managing Director in its Investment Banking group enhancing the firm's capabilities in cross-border transactions and bolstering its mid-market sponsor network. Mr. Baisley will be based in the firm’s New York office and will work closely with the M&A and Equity Capital Markets teams across BTIG’s global locations.

BTIG announced today that Flavio Paparella has joined the firm as Managing Director within its Global Emerging Markets Fixed Income group. Mr. Paparella will focus on Latin American (LATAM) markets, bringing his expertise and strategic insight to the firm’s expanding presence in the area. He will be based in BTIG’s New York office and report directly to Stuart Kasdin and Pablo Melasecca, Co-Heads of Latin America and EMEA Credit Emerging Markets.

BTIG announced the expansion of its research coverage to include aerospace and defense industries. This strategic move underscores the firm’s commitment to providing comprehensive insights and analysis across a broad spectrum of sectors.

BTIG announced today that Daniil Kalyuzhny has joined the firm as a Managing Director within its Healthcare Investment Banking group. Based in the firm’s New York office, Mr. Kalyuzhny will be a part of BTIG’s strategic advisory and transaction execution efforts within the life sciences tools and diagnostics industry. BTIG continues to expand its coverage and scope across various industries, ensuring comprehensive and innovative financial solutions for clients globally.

BTIG announced today that Sean Shanker has joined the firm as a Managing Director within Electronic Trading. Mr. Shanker brings a dynamic skillset to BTIG with over twenty years of trading and technology experience in the industry. Based in the New York office, Mr. Shanker will be responsible for driving new initiatives and leading projects as the firm enhances its Electronic and Portfolio Trading offerings.

BTIG announced today that it has added Casey Zboralske as a Director within Capital Introduction. He will be based in the firm’s San Francisco office and will report to Rachel Lucas, Head of Capital Introduction. Joining a well-established team that is based in New York, Mr. Zboralske will be responsible for covering investors and clients on the West Coast.

BTIG will host its first Obesity Health Forum on Wednesday, May 8, 2024. Industry-leading biotechnology firms, digital health companies with a focus on treating obesity and policymakers will be participating in the firm’s virtual event which will include thematic panels and fireside chats. The forum will be hosted by:

BTIG announced today that it will host its 18th BTIG Commissions for Charity Day on Tuesday, May 21, 2024. Commissions for Charity Day is the firm’s signature philanthropic event and is part of a month-long effort, “Making A Difference in May,” when all employees are encouraged to give back to others.

BTIG announced that it will hold its fourth annual Housing Ecosystem Conference, which will take place on Monday, May 6 through Tuesday, May 7, 2024, in New York, NY. Company management teams and institutional investor clients will join BTIG for guest speakers, thematic panels and one-on-one meetings. The conference will be hosted by:

BTIG announced today that its Capital Introduction team has hired Gerry Reilly and Colin Morse as Directors and Allison Walters as an Associate. They will be based in the firm’s New York office and will report to Rachel Lucas, Head of Capital Introduction. In their respective roles Mr. Reilly and Mr. Morse will collaborate with BTIG’s Prime Brokerage and Outsource Trading divisions to introduce clients to a wider audience of vetted members of the investment community.

BTIG announced today that Troy Donohue has been promoted to Head of Americas Portfolio Trading and Henri Taylor has joined the firm as a Director within Electronic Trading Sales.

BTIG announced today that Stephen Ponzio has joined the firm as Head of Execution Strategy. Mr. Ponzio will co-head the electronic trading division and be responsible for the development of BTIG’s new generation of algorithms. As Head of Execution Strategy, he will also be integral in new initiatives for the firm’s program trading and ETF market-making. He will be based in the firm’s New York office.

BTIG announced today the MedTech, Digital Health, Life Science and Diagnostic Tools Conference will take place on Tuesday, February 13 through Wednesday, February 14, 2024. The firm expects to host over 75 corporate management teams throughout the annual event and will include opportunities for the firm’s institutional investor clients to meet with those management teams in a one-on-one setting.

BTIG announced today that Jonathan Dever has joined the firm as Head of Investment Banking. Mr. Dever has spent over 30 years in the investment banking industry and brings leadership experience, transaction execution expertise, and extensive corporate relationships to the role. He will be based in BTIG’s New York office.

BTIG announced that Michael Passaro has been promoted to Head of Equity Capital Markets. In his new role, Mr. Passaro will lead the ECM team as they work alongside the firm’s industry bankers, offering strategic insights for clients on equity-based solutions for their capital-raising needs.

BTIG announced today that the BTIG Virtual Software Forum will take place on Monday, December 11 through Tuesday, December 12, 2023. The event, hosted by Gray Powell, CFA, BTIG Security and Analytics Software Analyst, Matt VanVliet, CFA, BTIG Application Software Analyst, and Dave Foertsch, CFA, BTIG Technology Franchise Sales Specialist, will consist of one-on-one meetings and moderated group meetings with 16 companies across the software landscape. The forum will host over a hundred institutional investors with some of the leading CEOs, CFOs and other senior executives at software companies that span DevSecOps, data analytics/AI, various cybersecurity focused products as well as vertical specific enterprise applications.

BTIG announced today that Jennifer Mermel has been promoted to the new role of Chief Strategy Officer and Kyle Czepiel has joined the firm as Chief Operating Officer.

BTIG announced today that its 3rd Annual Ophthalmology Day will take place on Monday, November 27, 2023. The virtual, one-day event will include thematic panel discussions, one-on-one meetings and company presentations. The event will be hosted by:

BTIG announced today that its Digital Health Forum will take place on Monday, November 20, 2023. The virtual, one-day, client event will include thematic panel discussions, one-on-one meetings and fireside chats. The event will be hosted by David Larsen, CFA, BTIG Healthcare IT and Digital Health Analyst, and Marie Thibault, BTIG Medical Technology and Digital Health Analyst.

BTIG announced today that Edward Kovary Jr. has joined the firm as a Managing Director and Head of SPAC Capital Markets. Mr. Kovary will help lead the firm’s SPAC advisory services and work closely with corporate and institutional clients to navigate the evolving SPAC landscape.

BTIG announced today that its inaugural iGaming and Sports Betting Forum will take place on Wednesday, September 13, 2023, in New York City. The one-day conference will bring together experts, innovators, and enthusiasts from the world of sports betting and iGaming to discuss US market dynamics, product advancements, competition, regulation, and international expansion.

BTIG announced today that Anton LeRoy has assumed the role of Chief Executive Officer, replacing Co-Founder Scott Kovalik. Mr. Kovalik and Co-Founder Steven Starker will take on the roles of Co-Chairmen of the BTIG Group.

BTIG announced today that the Consumer Technology Conference will take place on Wednesday, August 16, 2023. The virtual event includes high-profile companies that are setting standards and driving new technological trends across their respective sectors. The attendees will explore key themes across several consumer-facing sectors driven by underlying technology. Attending companies span several key industries, including gaming, internet, e-commerce & digital media. The conference will be hosted by:

BTIG announced today that John Bertrand has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Bertrand will support the firm’s efforts to originate, structure, and execute debt financing for corporate issuers and financials sponsors.

BTIG announced today that it will hold its annual Biotechnology Conference on Monday, August 7th and Tuesday, August 8th, 2023, in New York. The virtual event will host over 80 established and emerging healthcare company management teams for one-on-one investor meetings and thematic panel discussions with industry leaders. Panel themes will include pulmonary hypertension, inflammation and immunology, immuno-oncology, current thoughts on NASH and metabolic diseases, cell therapy advancements, anti-Aβ treatment landscape in Alzheimer’s Disease, antibody drug conjugates, emerging therapeutics for MDD, BPD, and Schizophrenia, and Washington DC’s impact on the Biopharma Industry.

BTIG announced today that it has hired Forrest Koenig as Managing Director and Head of Equity-Linked Capital Markets within its Investment Banking division. In this pivotal role, Mr. Koenig will help lead the firm’s efforts in expanding its equity-linked capital markets reach by fostering strategic relationships with clients and driving innovative solutions to meet their evolving needs.

BTIG announced today that Tosh Chandra has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Chandra will play a strategic role in driving the firm’s continued growth and success in the financial sector by identifying and executing innovative and value-creating solutions for clients.

BTIG announced today that Thomas Roh has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Roh brings extensive product expertise in consumer and commercial capital markets, with a focus on asset securitization and specialty finance broadly.

BTIG announced today that it will host a Private Company Showcase: AI and Software – The Platform Transition, on Thursday, July 13, 2023. The virtual event will feature interactive discussions with C-level Executives from several private companies who have raised over $2 billion of growth capital and are valued at greater than $20 billion collectively.

BTIG announced today that Jay Magee has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Magee will support the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s corporate, institutional and financial sponsor clients globally.

BTIG’s Outsource Trading group has been named the Best Outsourced Trading Provider by Hedgeweek’s Americas Awards 2023. Now in its twelfth year, the annual awards recognize excellence among hedge fund managers and service providers in the Americas across a wide range of categories.

BTIG has named Andrew Maller and Paul Wood Co-Heads of SPAC Investment Banking. With an already established SPAC presence, today’s announcement reflects BTIG’s continued support of their clients, including SPAC Sponsors, companies, and investors who understand the strategic role SPACs play in helping companies access the US public markets.

BTIG announced today that it will hold its third annual Housing Ecosystem Conference, which will take place on Monday, May 8th through Tuesday, May 9th, 2023 in New York, NY. The conference will be hosted by:

BTIG announced today its growing list of celebrity participants for the 17th BTIG Commissions for Charity Day on Tuesday, May 2, 2023. The firm’s signature philanthropic event is celebrated across BTIG’s 21 global locations, including fourteen offices throughout the U.S. and seven affiliate offices in Europe, Asia and Australia. Charity Day kicks off the firm’s month-long effort, “Making a Difference in May,” when all employees are encouraged to give back to others. The following celebrities are expected to attend this year:

Second paragraph, second sentence of release dated April 03, 2023, should read: "Guests who have committed to join the event thus far include: Harrison Bader, Aaron Boone, Brian Cashman, Victor Cruz, Mark Cuban, Patrick Dempsey, Ubah Hassan, Jesse Iwuji, Eli Manning, David Muir, Shaquille O'Neal, CC Sabathia, John Starks, Michael Strahan, Gleyber Torres, Dominique Wilkins and many more."

BTIG announced today the “BTIG Snowbird MedTech, Digital Health, Life Science and Diagnostic Tools Conference” will take place on Tuesday, February 14 through Thursday, February 16, 2023. The firm expects to host over 75 corporate management teams throughout the annual event and will include opportunities for the firm’s institutional investor clients to meet with those management teams in a one-on-one setting.

BTIG announced today the launch of the Tactical Hedge Fund Group with key hires Bella Brandon, CFA and Zoe Henderson. Ms. Brandon and Ms. Henderson both join the team as Managing Directors and will be based in the London office.

BTIG announced today that Thomas L. di Galoma has joined as Managing Director & Co-Head of Global Rates Trading. Mr. di Galoma will expand BTIG’s global rates capabilities for the firm’s corporate and institutional clients working closely with veteran BTIG Co-Head of Global Rates Trading, Andrew McSweeney.

BTIG Electronic Trading announced today that it has launched two new nodes within its algorithm engine. Trinity, a signal-based system provides short-term and long-term alpha signals within an AI framework; and Edges, which are unique decentralized trading systems that leverage a low latency infrastructure to independently access the market.

BTIG announced today that Ophthalmology Day at BTIG will take place on Tuesday, November 29, 2022. The virtual, one-day event will include thematic panel discussions, one-on-one meetings and company presentations. The event will be hosted by:

BTIG announced today that its newest location in Miami Beach will open on Wednesday, November 30, 2022. The firm’s new address, 2340 Collins Avenue, is its third largest location in the U.S. accommodating all businesses, including investment banking, research and institutional trading.

BTIG announced today that its Digital Health Forum will take place on Monday, November 21, 2022. The virtual, one-day, private client event will include thematic panel discussions, one-on-one meetings and company presentations. The event will be hosted by Marie Thibault, BTIG Medical Technology and Digital Health Analyst, and David Larsen, CFA, BTIG Healthcare IT and Digital Health Analyst.

BTIG announced today that the Technology Innovation Summit will take place on Tuesday, November 15, 2022. The virtual event will explore key themes across software, internet & digital media and will be hosted by:

BTIG’s Prime Brokerage division has been named the Best Prime Broker by Hedgeweek’s Americas Awards 2022. Now in its eleventh year, the annual Hedgeweek Americas Awards “recognize excellence among hedge fund managers and service providers in the Americas across a wide range of categories.”

BTIG announced today that Sachio Kuninori has joined the firm’s Investment Banking division as a Managing Director. Mr. Kuninori will be based in BTIG’s Tokyo office focusing primarily on providing Mergers and Acquisitions (M&A) advisory services to global companies with headquarters in Japan.

BTIG announced today that its 2nd Annual Digital Assets Conference will be held on Monday, September 19th and Tuesday, September 20, 2022. The virtual event will feature fireside chats with the leaders of more than 180 companies, projects and protocols representing a broad swath of the Web3 ecosystem, while offering institutional investors the opportunity to participate in one-on-one meetings with many of them.

BTIG announced today that Kenneth Becker has joined its Investment Banking unit as a Managing Director and Restructuring Specialist. Mr. Becker will initiate BTIG’s entrance into restructuring transactions for clients, broadening the firm’s investment banking capabilities.

BTIG announced today the expansion of its Fixed Income business to include Latin America and EMEA Emerging Markets to support clients in the region. Joining the firm as Managing Directors and Co-Heads of Latin America and EMEA Credit Emerging Markets are Stuart Kasdin and Pablo Melasecca. Matthew Stapen has also been appointed as a Managing Director and Head of Latin America and EMEA Emerging Markets Sales.

BTIG announced today that it will hold its annual Biotechnology Conference on Monday, August 8th and Tuesday, August 9, 2022, in New York. The firm will host over 125 established and emerging healthcare company management teams for one-on-one investor meetings and thematic panel discussions with industry leaders. Panel themes will include biotech policy updates, KRAS targeting modalities, immuno-oncology, pulmonary medication development, cell therapy advancements, CNS AAV gene therapy developments, retinal disease developments, buyside biotech investor sentiment and more.

BTIG announced today that the inaugural BTIG Music NFT Conference will be held on Tuesday, July 26, 2022. The one-day virtual event will feature fireside chats and one-on-one meetings with the leaders of more than 40 different music NFT platforms and organizations including blockchain-enabled music-streaming services, NFT marketplaces, Web3 record labels, royalty management projects, and tokenized ticket applications.

BTIG announced today that it will host The Future of Security Operations - A Deep Dive on XDR, EDR, SIEM and MDR on Wednesday, July 13 – Thursday, July 14, 2022. The two -day event will feature virtual fireside chats and one-on-one meetings with several public and private companies navigating the evolving security landscape today.

BTIG announced today that its inaugural Crypto Staking and Blockchain Infrastructure Conference will be held on Tuesday, July 12, 2022. The one-day event will feature virtual fireside chats and one-on-one meetings with the leaders of many of the staking and blockchain infrastructure industries’ leading platforms and protocols.

BTIG Limited announced today that Christelle Girardie and Paras Shah have joined the firm’s Fixed Income Credit team as Managing Directors. These hires further enhance BTIG’s capabilities in Fixed Income Sales and Trading and demonstrate the continued growth of BTIG’s fixed income platform.

BTIG announced today that it will hold an inaugural China Biotech Day, on Wednesday, June 1, 2022. This virtual event will include thematic panel discussions, fireside chats and one-on-one meetings. The conference will be hosted by:

BTIG announced today that Winston Kitchingham has joined the firm’s legal team as a Managing Director. Mr. Kitchingham will serve as Associate General Counsel and focus on BTIG’s Investment Banking division.

BTIG announced today that James Mozer has joined the firm’s Structured Product business within BTIG’s Fixed Income, Currency and Commodities division as a Managing Director.

BTIG Limited announced today that Andrew Jarman has joined the firm’s Fixed Income Credit sales and trading team as a Managing Director. Mr. Jarman will enhance our existing credit business that provides quality liquidity solutions for our global customer base.

BTIG announced today that it will hold its second annual Housing Ecosystem Conference, which will take place on Tuesday, May 10th through Wednesday, May 11, 2022 in New York, NY. The conference will be hosted by:

BTIG announced today that Gil Tollinchi has joined the firm’s Fixed Income Credit unit as a Managing Director. Mr. Tollinchi will expand BTIG’s leveraged loan capabilities for the firm’s corporate and institutional clients.