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In Mizuho | Greenhill’s Beyond The Obvious podcast channel, we uncover the value that others miss.
Our podcast is a source for the latest discussions on topics related to capital markets, dealmaking activity, business leadership and more.
Delve into insights from our investment & corporate banking thought leaders to hear their unique perspectives on current trends and market influences.
Learn how industry icons and influential figures began their journeys, overcame adversity and rose to success.
Discover insights that look deeper.
Podcast and Video Recording Disclaimer
This podcast or video recording is for informational purposes only and should not be copied, distributed, published, or reproduced in whole or in part without permission. The information contained in this podcast or video recording does not constitute research or recommendation from any Mizuho entity to the listener or viewer. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the information contained in this podcast, and any liability therefor, including in respect of direct or indirect or consequential losses or damage, is expressly disclaimed.
The views expressed in this podcast or video recording are not necessarily those of Mizuho, and Mizuho is not providing any financial, economic, legal, accounting, or tax advice, or recommendations in this podcast. In addition, the receipt of the podcast by any listener is not to be taken as the giving of investment advice by Mizuho, nor to constitute that person a client of any Mizuho entity.
For additional disclaimers and regulatory disclosures, please visit Mizuhogroup.com/americas.
Our podcast is a source for the latest discussions on topics related to capital markets, dealmaking activity, business leadership and more.
Delve into insights from our investment & corporate banking thought leaders to hear their unique perspectives on current trends and market influences.
Learn how industry icons and influential figures began their journeys, overcame adversity and rose to success.
Discover insights that look deeper.
Podcast and Video Recording Disclaimer
This podcast or video recording is for informational purposes only and should not be copied, distributed, published, or reproduced in whole or in part without permission. The information contained in this podcast or video recording does not constitute research or recommendation from any Mizuho entity to the listener or viewer. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the information contained in this podcast, and any liability therefor, including in respect of direct or indirect or consequential losses or damage, is expressly disclaimed.
The views expressed in this podcast or video recording are not necessarily those of Mizuho, and Mizuho is not providing any financial, economic, legal, accounting, or tax advice, or recommendations in this podcast. In addition, the receipt of the podcast by any listener is not to be taken as the giving of investment advice by Mizuho, nor to constitute that person a client of any Mizuho entity.
For additional disclaimers and regulatory disclosures, please visit Mizuhogroup.com/americas.
22 Episodes
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Is the long-awaited return of the IPO market finally upon us? This year, the IPO market is on track to surpass last year’s ~$30 billion of issuance, as tech IPOs rebound and a wave of diversified companies hit the market, led by tech, industrial, defense and sponsor-related transactions.As we head into the remainder of the year, what are the key trends that equity capital investors should be looking out for?In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer, is joined by Managing Director of Equity Capital Markets, Richard Soto for their mid-year outlook on the industrials, consumer and TMT sectors.Our experts outline their post-Labor Day outlook, anticipating a rise in IPO activity across TMT areas – including companies benefiting from artificial intelligence tailwinds, cryptocurrency, broader fintech, cybersecurity and infrastructure software. They also touch on Mizuho’s recent deals and give their thoughts on the expected Fed’s rate cuts in September and the potential impact on financial sponsors.Hear our reflections on the IPO market year-to-date and where we see equity capital markets activity trending into Q3 and beyond.
Investment Grade Debt Capital Markets are seeing strong momentum this summer, with year-to-date supply pacing toward the second-largest year on record, following the highs of 2020.In this latest episode of Markets Mindset, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, for a deep dive into Q3 DCM market dynamics.They discuss what’s driving current conditions in the IG new issue and broader DCM landscape, including strong investor demand, tight spreads and copious amounts of excess liquidity. With financials leading supply and corporates remaining flat year-over-year, our experts break down how technicals are shaping strategy, the influence of government spending and private credit, and where risks may emerge as rate expectations evolve.Hear their insights on current conditions, how long they may last and what issuers should prioritize in the second half of 2025.
In the current era of must-see live sporting events, sports leagues and teams are becoming increasingly attractive to private equity investors. In part two of this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of Greenhill International, Kevin Costantino, continues his conversation with Stephen Amdur, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discuss the growing appetite for institutional investment in the sports industry.Stephen provides his insight into the world of finance for professional sports teams and leagues, with the discussion exploring the rigor required to manage successful sports deals and the opportunities that exist for private equity investors in professional sports.In this episode, our experts analyze the evolving sports landscape in the context of law and finance and cover topics such as the developing secondary market, the international market for sports franchises and how this investor interest impacts college sports.
Market certainty drives businesses to take action, and returning confidence has led to a flurry of transactions across several sectors.In part one of this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of Greenhill International, Kevin Costantino, sat down with Stephen Amdur, Partner at Pillsbury Winthrop Shaw Pittman LLP, to discuss the recent resurgence in dealmaking and what is driving it.Stephen reflects on the uptick in activity his law firm has seen in recent months, touching on:The uptick in deal activity as private equity sponsors are becoming more comfortable with new market conditions following an extended period of uncertaintyHow Mizuho | Greenhill has navigated inconsistent markets to successfully advise our clients on recently announced dealsNew statute changes in the state of Delaware and how they will impact businesses looking to incorporate there
Over the past few weeks, Equity Capital Markets have seen a rebound in activity, presenting windows of opportunity for issuers following a wave of volatility.In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer and Managing Director of Equity Capital Markets, Mariano Gaut reflect on current transactions and trends in the IPO, secondary and convertible markets, highlighting some of Mizuho’s recent deals. With positive signals in the equity market and expected wave of refinancings from Covid-era convertibles, we expect an uptick in issuance activity. Hear our projections ahead of a busy summer as we take a deep dive into the IPO, follow-on and convertible markets.
In this episode, host Andy Laszlo, Head of Technology, Media & Telecom at Mizuho Americas, talks to Rick Fox, Co-Founder & CEO of Partanna, actor and former professional basketball player. A three-time NBA champion, serial entrepreneur and philanthropist, Rick has brought his learnings from sports leadership and acting into the business world, driving several successful ventures across industries as varied as esports and chemical manufacturing.In conversation with Andy, Rick reflects on the influence of teamwork on his career, the importance of humility in leadership and how finding his purpose in entrepreneurship and sustainability led to the founding of Partanna.
As the market reopens following post-April 2nd volatility, what should Leveraged Finance issuers prioritize as we move into Q2 and beyond? Our latest episode of Markets Mindset features Mizuho's Head of Leveraged Finance, Jeb Slowik, joined by Head of High Yield Capital Markets, Phil Tamplin, and Managing Director, Derivatives Risk Solutions Americas, Andrew Simon as they discuss high yield and loan fund flows, issuance and pricing as well as examine hung transactions resulting from the market uncertainty. Join our experts as they unpack Mizuho’s recent deals and give their outlook on navigating Leveraged Finance markets going forward.
In the wake of the April 2nd tariff announcements, the last few weeks have seen market fluctuations impacting Debt Capital Markets, from widening spreads to the U.S. dollar hitting a three-year low.While market conditions continue to shift rapidly, several themes remain true and present timely opportunities for both issuers and investors.Our latest episode of Markets Mindset features Mizuho's Head of Syndicate and IG Capital Markets, Victor Forte, joined by Head of IG Debt Capital Markets, Moshe Tomkiewicz, and Head of U.S. Debt Syndicate, Colby Griffith. This segment was recorded on April 21st and the commentary reflects the market conditions at that time.They discuss the impact of the tariff announcements on the current state of liquidity and the credit curve and provide recommendations on how issuers should act in both the short and long term.Hear from our experts as they examine the fallout from recent macro volatility and give their outlook on how Debt Capital Markets will recalibrate over the next quarter.
The face of shareholder activism is constantly changing, and against a backdrop of economic uncertainty, CEOs and board chairs need proactive strategies to help them avoid and prepare for potential activist campaigns. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of U.S. M&A, Doug Jackson, sits down with Peter da Silva Vint, Managing Partner at Jasper Street Partners, to look at M&A industry trends through the lens of activism preparedness and response. Join us as we discuss the current state of the activism environment, the key elements of corporate takeover defense, common corporate governance mistakes to avoid, and proactive approaches you can take to strengthen your activism preparedness strategy.
It’s time for our Leveraged Finance market 2025 outlook.In this episode of Markets Mindset, Mizuho's Head of Leveraged Finance Jeb Slowik sits down with Head of High Yield Capital Markets Phil Tamplin and Head of Leveraged Loan Capital Markets Jackson Merchant.The three reflect on the impact of last year’s rate cuts on the Leveraged Loan and High-Yield markets, as well as the recent pickup in both treasuries and dividend recaps, and what to expect from M&A activity in 2025.
Hybrid capital has gained favor with corporates and investors alike after a change in ratings agency equity consideration coupled with higher yields has made the securities more attractive. Join our expert panel as they seek to answer: ‘What is the art of the possible in hybrid capital?‘ Will demand for capital by utilities remain at the heart of its growth? And what will the volumes look like in 2025?Meet the panel:Moshe Tomkiewicz, Head of Investment Grade Debt Capital MarketsVictor Forte, Head of Investment Grade Capital Markets & SyndicateKatie Lavino, Managing Director, Investment Grade Debt Capital Markets SyndicateJee-Won Yang, Managing Director, Investment Grade Debt Capital Markets
Trump’s reelection will undoubtedly result in a shift in the U.S.’s regulatory environment, but who will benefit in this new M&A landscape? In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A Kevin Costantino sits down with Igor Kirman, Partner at Wachtell, Lipton, Rosen & Katz to explore what Trump’s second term and its wider global context will mean for M&A. Join us as we look at how previously shelved deals may now make it out of the boardroom.
This year’s Investor Survey results are in and some of them are surprising. In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate Victor Forte and Head of Investment Grade Debt Capital Markets Moshe Tomkiewicz pit themselves against the survey to see how closely investor perspectives align with their own predictions, and explore how the incoming presidential administration’s policies could influence activity in Q1.
With the US election now behind us and a change in administration on the horizon, equity investors are inevitably beginning to look ahead to how this will impact their markets going into 2025.IPOs, converts and follow-ons are expected to pick up amid the backdrop of higher valuations and changing interest rates.In our latest Markets Mindset installment, Mizuho's Head of Equity Capital Markets, Josh Weismer, discusses the post-election landscape with Head of US Equity Sales, Shaival Patel.Join our experts as they dive into the initial reactions from investors and give their predictions for how equity capital market activity will play out under the new administration.
In this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, talks to her colleague and friend, Chief US Economist at Mizuho Americas, Steve Ricchiuto.A renowned economist and author, Steve is a highly sought after guest for global financial media, known for his bold predictions and contrarian viewpoints within the crowded market commentary space.Steve’s conversation with Michal provides a window into his 35+ year career in financial services, his journey from a mathematics student to Wall Street and his insights from the forefront of economic data analysis.
The market is entering the fourth quarter with spreads at post-financial crisis tights, the S&P 500 marking 40+ days of record-breaking closes and a deep pool of liquidity amid the backdrop of geopolitical tensions, Fed easing and a pending U.S. presidential election.In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate, Victor Forte, sits down with Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to discuss the current opportunities for issuers and investors in this dynamic market landscape.Join us as we explore the factors at play within investment grade debt capital markets, including international dynamics, the popularity of hybrids and what to expect approaching the end of the year.
Introducing the Markets Mindset series
Introducing the M&A Corner series
Given the UK's recent change in leadership to a new government, there’s a certain level of optimism that a new growth-oriented investment plan will drive activity going into the latter half of the year and 2025. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A, Kevin Costantino, sits down with Head of Greenhill EMEA, David Wyles, to discuss the global M&A environment, notably the influences affecting decision making in Europe. Join us as we explore the impact of the geopolitical climate and global economy on the general market, dealmaking activity and access to investment.
Introducing the Beyond The Obvious podcast
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