Q3'24 Inside The Buy-Side® Earnings Primer®

Client Update: SVB Collapse and Implications

Today, we’re providing a mid-week update outside of our regularly scheduled Friday Thought Leadership amid the rapidly changing events following Silicon Valley Bank’s (SVB) collapse. With the significant amount of data and news flow we’re all receiving, we wanted to provide you with actionable insights and selected recommendations on how to navigate and communicate through this environment, based on what we know today.

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SEC 13F Proposal

The IR community has been swift to condemn and “strenuously oppose this proposed rule change” and has urged IR professionals to share concerns by sending comment letters to the SEC. While these views are clear, we wanted to better understand investor sentiment, particularly those that would be impacted by the proposed threshold.

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