Investment Banking
Reflecting on Our Two-Day Strategy Session in Financial Institutions Group
January 17, 2024
In December 2023, Oppenheimer’s Financial Institutions Group held its annual strategic planning session, a two-day event where our bankers collectively reflected on the year’s successes and hurdles while charting a course for 2024 and beyond.
The discussions demonstrated our group’s deep commitment to enhancing the ways we serve our valued clients operating across the asset and wealth management, insurance, specialty finance, real estate and depositories subsectors. The strength of our advisory and capital markets solutions will depend on our ability to anticipate and address the evolving needs of our innovative financial services clients. Now more than ever, our team is dedicated to providing our clients with financial advice that drive meaningful, tangible outcomes.
On behalf of the Financial Institutions Group, I wish you all the best as we turn the page towards 2024. Happy New Year!
For more information on the Financial Institutions Investment Banking team, please contact Gilbert Dychiao..
Name:
Gilbert Dychiao
Title:Head of Financial Institutions and Real Estate
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