Independence Point Advisors

🚨 Calling all undergraduate students! 🚨   Are you interested in roles at top firms like Walmart, Ford, and Wells Fargo? Join the IPA Undergraduate Community and take your first step toward a successful finance career.   Good news: We’ve extended our application deadline to Saturday, November 30th! Apply here. https://lnkd.in/efVAVWgm   Why join? + Virtual Speaker Series: Gain insights from top finance professionals throughout the year. + Case Competitions: Sharpen your skills and showcase your talent in exclusive competitions. + Exclusive Opportunities: Be the first to hear about internships and full-time roles with IPA and our clients.   Our alumni have landed incredible opportunities at leading #banks and #corporates. Let us help you take the next step in your journey!   Apply now and start building your future in #finance.   #internships #careers #IPAteam

IPA is pleased to have served as an Active Co-Manager for General Mills and JPMorganChase’s bond offerings this week. We are excited to showcase our ongoing partnerships with General Mills and JPMorgan and sincerely appreciate and value their continued trust. These repeat collaborations highlight IPA’s dedication to providing thought leadership and valuable investor insights to help our clients achieve their goals. The support from our clients enables IPA to advance its mission of creating more opportunities for #students passionate about #finance through paid #internships and unique #networking events. #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam

Last week, the IPA team gathered for our annual offsite—an opportunity to strengthen connections, celebrate this year's successes, and gear up for the exciting opportunities ahead. A highlight of our agenda was an incredible session with Poker Power. We left with new insights and sharpened skills from the poker table that we’re eager to apply in our daily work and client conversations.   #poker #risk #confidence #strategy #decisionmaking #IPAteam   CC: Jenny Just Alexa Yurick

IPA is proud to have served as a Co-Manager for Blue Owl Capital, Citi, Goldman Sachs, HSBC, and Gilead Sciences’ bond offerings this week. These transactions mark our inaugural collaborations supporting Blue Owl and Gilead, and we are excited to highlight these new partnerships. We extend our sincere appreciation to Blue Owl, Citi, Goldman Sachs, HSBC, and Gilead for their trust and collaboration. These partnerships reinforce IPA's commitment to providing thought leadership and valuable investor insights, helping our clients to achieve their goals. The support of our clients enables IPA to further its mission of expanding opportunities for #students passionate about #finance through paid #internships and unique #networking events. #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam

Thrilled to recognize two former IPA interns who have gone on to accept 2025 Corporate Treasury summer internships with Morgan Stanley - Naomi Mandar and Rahul Ravi. This continues to demonstrate the "flywheel effect" of our intern programming —connecting top talent with leading firms in finance and beyond.   Naomi, a junior at Rutgers University and Summer 2024 IPA intern, credits her time with IPA to learning more about careers in Treasury. "Thanks to the IPA team, I received valuable insight into the field of Corporate Treasury and heard directly from members of the Morgan Stanley Treasury team. These experiences helped tremendously when interviewing and demonstrating my abilities during the recruitment process."     Rahul, a junior at the University of Rochester and Fall 2023 IPA intern, additionally spent this past summer interning in Dow’s treasury division after being introduced to the firm during his IPA internship. “The IPA program was an invaluable experience for me as it gave me my first exposure into the world of Finance. The program helped me identify my strengths and weaknesses, while also providing a great foundation for navigating the future.”    CC: Kiara Vega #IPAteam #treasury #corporatefinance #banking #talent

Last week IPA CEO, Anne Clarke Wolff, had the privilege of speaking with the exceptional students of Bridging the Gap (BTG). BTG is a premier undergraduate organization cultivating a highly curated network of our nation’s most talented, diverse business-minded students.   IPA is committed to supporting this next generation of leaders from top schools across the United States through our internship programming. If you are an undergraduate student looking to break into finance, we invite you to join the IPA Undergraduate Community focused on Corporate Treasury, Finance, and FP&A. Apply here by November 15th: https://lnkd.in/efVAVWgm   Big thanks to Eugenia Trakal and Daman Bhalla for coordinating a fantastic virtual event.   #capitalmarkets #treasury #banking #internships #IPAteam #BTGFamily

Independence Point Securities is pleased to have acted as a Co-Manager for Ford Motor Company Credit Co’s $1BN senior unsecured offering on October 31, 2024.   This transaction marks IPA’s third Co-Manager role for Ford in 2024 and highlights our ongoing partnership with the company. Our track record of repeat mandates underscores IPA’s continued role in delivering thought leadership and investor insights to our valued clients.   We are truly grateful for Ford’s dedication to fostering diversity and inclusion in their capital markets activities, as well as their continued support of IPA's mission to expand opportunities for underrepresented individuals in #finance.   #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam 

IPA is proud to have served as a Passive Joint Lead for Morgan Stanley, an Active Co-Manager for JPMorganChase and Goldman Sachs, and a Co-Manager for RBC’s corporate bond offerings this week.   We are excited to showcase our ongoing partnerships with Morgan Stanley, JPMorgan, Goldman Sachs and RBC, and express our gratitude for their continued trust. These repeat collaborations demonstrate IPA's ongoing commitment to delivering thought leadership and investor insights, helping our clients achieve their goals. Our client’s support helps IPA continue driving forward our mission to expand access to opportunities for #students who are interested in #finance through paid #internships and unique #networking events.   #diversityandinclusion #bonds #finance #investmentbanking #business #IPAteam

Exciting News for Undergraduate Students!   We're thrilled to announce the launch of Independence Point Advisors' Undergraduate Community focused on Corporate Treasury, Finance, and FP&A for the 2024-2025 school year!   If you're a current #sophomore or #junior passionate about finance, this is a network that will connect you to industry leaders and future career opportunities. By joining this community, you will gain access to:   - Virtual Speaker Series: Be invited to attend virtual presentations from top professionals in the finance industry throughout the school year.   - Case Competition: Receive the application to apply to showcase your skills and apply to our exclusive case competitions.   - Internship Programs: Be among the first to learn about both IPA’s exciting internships as well as internship and full-time roles with IPA client partners.   📢 Apply by November 15th and take the first step towards building your career in finance! Link to apply: https://lnkd.in/efVAVWgm   Students who have completed IPA’s internship programs and case competitions have gone on to intern and work full-time at exceptional firms, including Walmart, Ford Motor Company, Wells Fargo, and more!    Hear from the IPA #community about their experience with the IPA internship (https://lnkd.in/e7Wg-Cc8) and case competition program (https://lnkd.in/eC3mz7Su). At IPA, we’re committed to empowering the next generation of finance leaders, and we can’t wait to support you in your journey.   #UndergraduateFinance #CorporateFinance #Finance #FPandA #FinanceInternship #CapitalMarkets #IndependencePointAdvisors #FinanceCareers

Excited to share that our former Summer 2024 Intern and IPA Case Competition winner, Gabriela Mercado, was selected to participate in Walmart’s AFDP Student Summit! Gabriela had the opportunity to engage with their team during our inaugural case competition, where she presented a case study focused on Walmart. A special thanks to Rilee Campbell and the Walmart team for their continued partnership. #careers #internships #IPAteam