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Beyond The Obvious

Mizuho | Greenhill

In Mizuho | Greenhill’s Beyond The Obvious podcast channel, we uncover the value that others miss.

Our podcast is a source for the latest discussions on topics related to capital markets, dealmaking activity, business leadership and more.

Delve into insights from our investment & corporate banking thought leaders to hear their unique perspectives on current trends and market influences.

Learn how industry icons and influential figures began their journeys, overcame adversity and rose to success.

Discover insights that look deeper.

Podcast and Video Recording Disclaimer

This podcast or video recording is for informational purposes only and should not be copied, distributed, published, or reproduced in whole or in part without permission. The information contained in this podcast or video recording does not constitute research or recommendation from any Mizuho entity to the listener or viewer. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the information contained in this podcast, and any liability therefor, including in respect of direct or indirect or consequential losses or damage, is expressly disclaimed.

The views expressed in this podcast or video recording are not necessarily those of Mizuho, and Mizuho is not providing any financial, economic, legal, accounting, or tax advice, or recommendations in this podcast. In addition, the receipt of the podcast by any listener is not to be taken as the giving of investment advice by Mizuho, nor to constitute that person a client of any Mizuho entity.

For additional disclaimers and regulatory disclosures, please visit Mizuhogroup.com/americas.

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  • 38 episodes
  • Updated Wednesday

Episodes38

Newest first
  • May 22, 2025 · 6 min

    Markets Mindset: Q2 2025 Equity Capital Markets: Rebound in Activity

    Over the past few weeks, Equity Capital Markets have seen a rebound in activity, presenting windows of opportunity for issuers following a wave of volatility. In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer and Managing Director of Equity Capital Markets, Mariano Gaut reflect on current transactions and trends in the IPO, secondary and convertible markets, highlighting some of Mizuho’s recent deals. With positive signals in the equity market and expected wave of refinancings from Covid-era convertibles, we expect an uptick in issuance activity. Hear our projections ahead of a busy summer as we take a deep dive into the IPO, follow-on and convertible markets.

  • May 12, 2025 · 35 min

    Storytellers in Business: Rick Fox

    In this episode, host Andy Laszlo, Head of Technology, Media & Telecom at Mizuho Americas, talks to Rick Fox, Co-Founder & CEO of Partanna, actor and former professional basketball player. A three-time NBA champion, serial entrepreneur and philanthropist, Rick has brought his learnings from sports leadership and acting into the business world, driving several successful ventures across industries as varied as esports and chemical manufacturing. In conversation with Andy, Rick reflects on the influence of teamwork on his career, the importance of humility in leadership and how finding his purpose in entrepreneurship and sustainability led to the founding of Partanna.

  • May 1, 2025 · 10 min

    Markets Mindset: Q2 2025 Leveraged Finance: Navigating Volatile Markets

    As the market reopens following post-April 2nd volatility, what should Leveraged Finance issuers prioritize as we move into Q2 and beyond? Our latest episode of Markets Mindset features Mizuho's Head of Leveraged Finance, Jeb Slowik, joined by Head of High Yield Capital Markets, Phil Tamplin, and Managing Director, Derivatives Risk Solutions Americas, Andrew Simon as they discuss high yield and loan fund flows, issuance and pricing as well as examine hung transactions resulting from the market uncertainty. Join our experts as they unpack Mizuho’s recent deals and give their outlook on navigating Leveraged Finance markets going forward.

  • Apr 29, 2025 · 13 min

    Markets Mindset: Q2 2025 Debt Capital Markets: Recalibrating the Market

    In the wake of the April 2nd tariff announcements, the last few weeks have seen market fluctuations impacting Debt Capital Markets, from widening spreads to the U.S. dollar hitting a three-year low. While market conditions continue to shift rapidly, several themes remain true and present timely opportunities for both issuers and investors. Our latest episode of Markets Mindset features Mizuho's Head of Syndicate and IG Capital Markets, Victor Forte, joined by Head of IG Debt Capital Markets, Moshe Tomkiewicz, and Head of U.S. Debt Syndicate, Colby Griffith. This segment was recorded on April 21st and the commentary reflects the market conditions at that time. They discuss the impact of the tariff announcements on the current state of liquidity and the credit curve and provide recommendations on how issuers should act in both the short and long term. Hear from our experts as they examine the fallout from recent macro volatility and give their outlook on how Debt Capital Markets will recalibrate over the next quarter.

  • Apr 3, 2025 · 12 min

    M&A Corner: The Activist Defense Playbook

    The face of shareholder activism is constantly changing, and against a backdrop of economic uncertainty, CEOs and board chairs need proactive strategies to help them avoid and prepare for potential activist campaigns. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of U.S. M&A, Doug Jackson, sits down with Peter da Silva Vint, Managing Partner at Jasper Street Partners, to look at M&A industry trends through the lens of activism preparedness and response. Join us as we discuss the current state of the activism environment, the key elements of corporate takeover defense, common corporate governance mistakes to avoid, and proactive approaches you can take to strengthen your activism preparedness strategy.

  • Feb 3, 2025 · 8 min

    Markets Mindset: Leveraged Finance Market 2025 Outlook

    It’s time for our Leveraged Finance market 2025 outlook. In this episode of Markets Mindset, Mizuho's Head of Leveraged Finance Jeb Slowik sits down with Head of High Yield Capital Markets Phil Tamplin and Head of Leveraged Loan Capital Markets Jackson Merchant. The three reflect on the impact of last year’s rate cuts on the Leveraged Loan and High-Yield markets, as well as the recent pickup in both treasuries and dividend recaps, and what to expect from M&A activity in 2025.

  • Jan 13, 2025 · 24 min

    Panel: Resurgence of Corporate Hybrids

    Hybrid capital has gained favor with corporates and investors alike after a change in ratings agency equity consideration coupled with higher yields has made the securities more attractive. Join our expert panel as they seek to answer: ‘What is the art of the possible in hybrid capital?‘ Will demand for capital by utilities remain at the heart of its growth? And what will the volumes look like in 2025? Meet the panel: Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets Victor Forte, Head of Investment Grade Capital Markets & Syndicate Katie Lavino, Managing Director, Investment Grade Debt Capital Markets Syndicate Jee-Won Yang, Managing Director, Investment Grade Debt Capital Markets

  • Dec 24, 2024 · 9 min

    M&A Corner: Understanding the Changing M&A Regulatory Landscape

    Trump’s reelection will undoubtedly result in a shift in the U.S.’s regulatory environment, but who will benefit in this new M&A landscape? In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A Kevin Costantino sits down with Igor Kirman, Partner at Wachtell, Lipton, Rosen & Katz to explore what Trump’s second term and its wider global context will mean for M&A. Join us as we look at how previously shelved deals may now make it out of the boardroom.

  • Dec 20, 2024 · 18 min

    Markets Mindset: Debt Capital Markets Year-End Review and 2025 Outlook

    This year’s Investor Survey results are in and some of them are surprising. In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate Victor Forte and Head of Investment Grade Debt Capital Markets Moshe Tomkiewicz pit themselves against the survey to see how closely investor perspectives align with their own predictions, and explore how the incoming presidential administration’s policies could influence activity in Q1.

  • Nov 21, 2024 · 8 min

    Markets Mindset: Equity Capital Markets: 2024 Post-Election Outlook

    With the US election now behind us and a change in administration on the horizon, equity investors are inevitably beginning to look ahead to how this will impact their markets going into 2025. IPOs, converts and follow-ons are expected to pick up amid the backdrop of higher valuations and changing interest rates. In our latest Markets Mindset installment, Mizuho's Head of Equity Capital Markets, Josh Weismer, discusses the post-election landscape with Head of US Equity Sales, Shaival Patel. Join our experts as they dive into the initial reactions from investors and give their predictions for how equity capital market activity will play out under the new administration.

  • Nov 12, 2024 · 25 min

    Storytellers in Business: Steve Ricchiuto

    In this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, talks to her colleague and friend, Chief US Economist at Mizuho Americas, Steve Ricchiuto. A renowned economist and author, Steve is a highly sought after guest for global financial media, known for his bold predictions and contrarian viewpoints within the crowded market commentary space. Steve’s conversation with Michal provides a window into his 35+ year career in financial services, his journey from a mathematics student to Wall Street and his insights from the forefront of economic data analysis.

  • Oct 23, 2024 · 12 min

    Markets Mindset: Q3 2024 Debt Capital Markets: A Constructive Landscape for Issuers

    The market is entering the fourth quarter with spreads at post-financial crisis tights, the S&P 500 marking 40+ days of record-breaking closes and a deep pool of liquidity amid the backdrop of geopolitical tensions, Fed easing and a pending U.S. presidential election. In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate, Victor Forte, sits down with Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to discuss the current opportunities for issuers and investors in this dynamic market landscape. Join us as we explore the factors at play within investment grade debt capital markets, including international dynamics, the popularity of hybrids and what to expect approaching the end of the year.

  • Sep 18, 2024 · 12 min

    M&A Corner: International M&A In Focus

    Given the UK's recent change in leadership to a new government, there’s a certain level of optimism that a new growth-oriented investment plan will drive activity going into the latter half of the year and 2025. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A, Kevin Costantino, sits down with Head of Greenhill EMEA, David Wyles, to discuss the global M&A environment, notably the influences affecting decision making in Europe. Join us as we explore the impact of the geopolitical climate and global economy on the general market, dealmaking activity and access to investment.

  • Aug 14, 2024 · 30 min

    Storytellers in Business: Barbara Byrne

    In this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, speaks to her friend and mentor, longtime Wall Street veteran, Barbara Byrne. A highly sought after corporate advisor and independent director of over 30 years, Barbara is renowned as a leader, dealmaker extraordinaire and trailblazer within the world of finance and beyond. In her discussion with Michal, Barbara recounts stories from her many years on Wall Street and provides invaluable lessons and approaches to dealing with unexpected outcomes, switching career paths and making yourself memorable.