David Farnum

US : Financial Services - Others - CBRE/CWK/JLL/NMRK | Highlighting Our Above-Consensus 2023 CRE Service Provider Estimates

US : Black Knight, Inc. - BKI | 1Q23 Recap: Origination Software License Revenue Drives EPS Beat, Servicing Weakness Persists

US : The Charles Schwab Corporation - SCHW | 1Q23 Schwab Bank Key Takeaways

US : The Charles Schwab Corporation - SCHW | 1Q23 First Take: Balance Sheet Holds Up Somewhat Better than Feared

US : Financial Services - Others - Brokerages & Exchanges | Trading Volume Preview — March 2023

US : The Charles Schwab Corporation - SCHW | Modestly Elevated Net Money Market Inflows Persist

US : Stockbroking & Exchanges - MCO/SPGI | Corporate Bond Issuance Should Rebound in 2023

US : The Charles Schwab Corporation - SCHW | Updating Estimates to Reflect Higher Cost Funding

US : The Charles Schwab Corporation - SCHW | Cash Sorting Remains Stable, Some NIM Pressure Likely Hitting Financial Outlook

US : The Charles Schwab Corporation - SCHW | Multiple Characteristics Provide Resilience to Schwab Bank

US : Intercontinental Exchange, Inc. - ICE | Observations Regarding FTC Block of Black Knight Acquisition

US : IT Services - Capital Markets | Short Interest Tracker — February 2023

US : The Charles Schwab Corporation - SCHW | SIVB Actions Highlight Schwab Cash Sorting Risks, Although There are Important Differences

US : Financial Services - Others - Capital Markets | RJ IIC Day 2 – CBRE, CME, CWK, DNB, JLL, MCO, TW

US : Financial Services - Others - Capital Markets | RJ IIC Day 1 – BR, CBOE, ICE, MKTX, MSCI, SPGI

US : Stockbroking & Exchanges - MSCI/NDAQ/SPGI | 4Q22 Index Franchise Momentum Review

US : Broadridge Financial Solutions, Inc. - BR | Share Price Volatility Not Reflective of Business Model Stability

US : The Charles Schwab Corporation - SCHW | Money Market Fund Inflows Remain Elevated Through February

US : Stockbroking & Exchanges - MCO/SPGI | February 2023 Global Bond Issuance Update

US : Financial Services - Others - Brokerages & Exchanges | Trading Volume Preview — February 2023

US : Black Knight, Inc. - BKI | 4Q22 Recap: Macro Headwinds Cap Off a Disappointing 2022

US : Jones Lang LaSalle Incorporated - JLL | 4Q22 Recap: Macro Headwinds Weigh on 2023 Outlook, 2025 Targets Unchanged At This Time

US : Jones Lang LaSalle Incorporated - JLL | 4Q22 First Take: Softer End to the Year; 2023 Margin Outlook OK

US : Black Knight, Inc. - BKI | 4Q22 Preview: Revising Our 4Q22 Adjusted EBITDA Estimate to Exclude Deal-Related Costs

US : Cushman & Wakefield plc - CWK | 4Q22 Recap: Steady PM/FM Outlook Provides Ballast Against Challenging Brokerage Backdrop