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    Chinedu Bolu

    Research Analyst at Autonomous Research

    Chinedu Bolu is a Research Analyst at Autonomous Research covering major listed financial companies such as Moody's Corporation and Intercontinental Exchange. He is regularly involved in moderating strategic sessions with senior executives from these prominent firms, demonstrating deep sector knowledge and recognized credibility. Bolu began his research career before 2020 and continues to serve in a leading analyst capacity since joining Autonomous Research, where he specializes in the analysis of capital markets and information services within the U.S. financial sector. While specific third-party performance metrics or professional registrations have not been made public, his continued high-profile coverage and visible roles in institutional conferences highlight his standing among Wall Street financial sector analysts.

    Chinedu Bolu's questions to GOLDMAN SACHS GROUP (GS) leadership

    Chinedu Bolu's questions to GOLDMAN SACHS GROUP (GS) leadership • Q1 2025

    Question

    Chinedu Bolu asked about the competitive landscape in the markets business, noting that Q1 results lagged some peers, and questioned the catalyst and sustainability of the record share buyback.

    Answer

    CEO David Solomon attributed the peer comparison to a tough comp against an 'extraordinary' prior-year quarter. Executive Denis Coleman explained the buyback philosophy prioritizes funding client activity and dividends, with excess capital from strong earnings and balance sheet actions being returned to shareholders.

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    Chinedu Bolu's questions to GOLDMAN SACHS GROUP (GS) leadership • Q4 2024

    Question

    Chinedu Bolu, using the alias Christian Bolu, asked for clarification on the path to a 15% ROE, focusing on capital return, and questioned the appetite for a strategic acquisition in alternatives or wealth management.

    Answer

    CEO David Solomon outlined a clear path to mid-teens ROE by improving Asset & Wealth Management (AWM) returns and eliminating the drag from Platform Solutions, which he quantified as a 75-100 bps impact. CFO Denis Coleman added that capital return priorities are supporting clients, growing the dividend, and then buybacks. Regarding M&A, Solomon stated that while they monitor opportunities, the bar is high, valuations are rich, and the primary focus remains on strong organic execution.

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    Chinedu Bolu's questions to GOLDMAN SACHS GROUP (GS) leadership • Q3 2024

    Question

    Chinedu Bolu of Autonomous Research asked about the competitive landscape in the trading business, noting market share shifts since 2022, and inquired about the drivers of strong growth in Private Banking and future initiatives.

    Answer

    CEO David Solomon explained that while market share can fluctuate quarterly, the firm's franchise took a 'step function up' over the last five years. Regarding Private Banking, both Solomon and CFO Denis Coleman attributed strength to a strategic decision to increase lending to its ultra-high net worth clients, a market where they were previously underpenetrated, and are allocating more resources to sustain this growth.

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    Chinedu Bolu's questions to MORGAN STANLEY (MS) leadership

    Chinedu Bolu's questions to MORGAN STANLEY (MS) leadership • Q4 2024

    Question

    Chinedu Bolu asked about the ability to accelerate organic growth in Wealth Management, noting that recent flows have been at the lower end of the 5-7% target. He also inquired if the 2024 ISG compensation ratio of 31% is a sustainable level going forward.

    Answer

    Executive Sharon Yeshaya called the recent net new asset performance 'remarkable' given the environment, with growth driven by the advisor-led channel. She expects growth to accelerate as cyclical headwinds like a lack of monetization events abate. Executive Ted Pick added that the focus is on the path to $10 trillion in client assets and growing fee-based flows, which reached a record $123 billion. On compensation, Sharon Yeshaya stated the firm manages expenses holistically to its 70% firm-wide efficiency ratio goal and does not provide guidance on a single line item.

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    Chinedu Bolu's questions to MORGAN STANLEY (MS) leadership • Q3 2024

    Question

    Chinedu Bolu asked about the long-term loan growth potential in Wealth Management as rates decline, and about the firm's philosophy on deposit pricing given recent regulatory scrutiny.

    Answer

    CFO Sharon Yeshaya stated that she sees more upside for loan growth, as financial adviser penetration of lending products is still in the teens and has room to grow toward peer levels. Regarding deposit pricing, she explained that any changes related to scrutiny were minor and are already in the run-rate, and that the firm's pricing philosophy is primarily driven by competitive dynamics.

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    Chinedu Bolu's questions to MORGAN STANLEY (MS) leadership • Q1 2024

    Question

    Chinedu Bolu asked about the firm's risk management approach amid heightened volatility, specifically questioning trends in prime brokerage balances. He also inquired about the long-term prospects for Morgan Stanley's international business, particularly in Asia, in a potential de-globalization scenario.

    Answer

    CEO Ted Pick explained that client interaction remains high and the firm's market-making function is strong and orderly. Regarding Asia, he expressed a bullish long-term view, highlighting the strategic partnership with MUFG in Japan, a significant presence in India, and continued leadership in Greater China via Hong Kong, underscoring the firm's commitment to its global business model.

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