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Chuma McCoy

Research Analyst at Morgan Stanley

Chuma McCoy is an analyst at Morgan Stanley specializing in investment research, with responsibilities that include equity and fixed income strategy coordination as well as performance reporting. McCoy has covered a selection of companies through direct portfolio analysis and is known for precise execution in trading and syndicate deals; however, specific names of companies covered and quantifiable performance metrics or rankings are not publicly detailed. Prior to his role at Morgan Stanley, he gained industry experience at previous firms, joining Morgan Stanley with a background in finance and analytics. McCoy holds professional credentials including FINRA Series 7 and 66 licenses, reflecting his regulatory and advisory expertise.

Chuma McCoy's questions to Bridge Investment Group Holdings (BRDG) leadership

Question · Q4 2023

Asked about the company's access to financing and relationships with banks, and for a forecast on 2024 fundraising volumes compared to prior years.

Answer

The company maintains strong, diverse relationships with about 40 lenders and sees the financing market normalizing, except for office assets. They are optimistic about 2024 fundraising, citing a better market environment, a stronger lineup of funds, and expansion into retail channels, but did not provide specific guidance.

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