Moelis (MC) Goldman Sachs U.S. Financial Services Conference summary

Leadership transition and culture

• CEO transition was seamless due to internal succession and strong talent development focus.

• Culture of collaboration and teamwork remains a core strength as the firm grows globally.

• Talent development from entry-level to managing director is a foundational pillar.

• Excitement and optimism are high within the organization for future growth.

Strategic growth initiatives

• Four major growth areas: Capital Markets, Technology, Oil & Gas, and Private Capital Advisory (PCA).

• PCA, especially GP-led secondaries, is a key strategic focus with a growing team.

• Plans to expand PCA into LP secondaries, primary fundraising, and GP stake sales over time.

• Ongoing hiring to fill subverticals in sectors like healthcare and industrials.

Technology, AI, and data integration

• AI tools are being deployed to bankers, improving efficiency and productivity.

• Efforts underway to integrate 18 years of data with AI tools for better client service.

• No current plans to reduce headcount due to AI; analyst programs remain robust.

• Data and AI are seen as drivers for future productivity, not headcount reduction.