Proud to see our Founder, Chairman & CEO Jim Reynolds featured in Forbes’ “The Rise of the Athlete Investing Collective” by Shimite Obialo.
Since 2021, Jim has piloted a model that helps athletes move from endorsers to owners, providing access to private market opportunities and long-term wealth creation.
The article highlights Loop Capital’s work bringing together athletes, investment opportunities, and a dedicated wealth management platform through Loop Wealth, including the athlete-led investment group behind Coco5. The syndicate included Devin Booker, D’Angelo Russell, Derrick Rose, Charles Barkley, Marcus Morris Sr., and Markieff Morris, with Jim Reynolds and Devin Booker holding the largest ownership stakes.
By combining investment access with the continued buildout of Loop Wealth, Jim is helping create a more intentional path to ownership, financial literacy, and generational wealth for professional athletes long after their playing careers end.
Read the full article: https://www.forbes.com/sites/shimiteobialo/2026/07/16/the-rise-of-the-athlete-investing-collective/
With the proliferation of AI content, the skills to discern reality from imitation have become increasingly important. One of the easiest tells for AI generated content is noticing a sixth finger on a person’s hand. AI technology is impressive and we see the appeal of near-instant creation of humorous videos, but when it comes to your investments, you probably don’t want a sixth finger.
The low rates period from the end of the 2008 financial crisis until 2022, incentivized investors to find ever more creative replacements for traditional fixed income. These alternatives took many forms, including: unconstrained bond strategies, real estate, ‘carry trades’, global currencies, equity dividend strategies, covered call strategies and various alternative and private strategies. In some cases, these strategies were designed to utilize fixed income instruments, but with reduced market exposure, while in other cases they were designed as income replacement. Typically, there is some trade-off for these strategies versus true fixed income, possibly including lock-ups, leverage or alternative risk factors, which perform differently than fixed income when fixed income performance is needed.
In 2025, the broad fixed income benchmark returned over 7%. Though fixed income returns are often discussed in the context of rate changes, 10-year Treasury yields only declined by about 40 basis points, while the bulk of the returns was driven by high quality income generation. Even with major geopolitical events in the first quarter of 2026, bond income offset the mild increase in yields, leading to an effectively flat returns for the quater. With yields on the Bloomberg Aggregate above 4.5% at the end of the first quarter, the potential for another predictable, solid year remains strong despite broader uncertainties.
That traditional fixed income can deliver attractive returns, without the lockups and leverage, should attract attention, particularly as the replacements have had mixed results. Importantly, there are many opportunities to enhance returns without long lock-ups or leverage.
As the market reached for fixed income proxies, market segments that were once considered unconventional or niche have become increasingly mainstream. As we have noted in the past, high yield was once a relatively obscure segment called ‘junk’, before becoming a fixed income mainstay with over $1.5 trillion of outstanding bonds. Similarly, the increased adoption of segments like broadly syndicated loans, CLOs and securitized credit have improved liquidity and reduced trading costs, allowing borrowers to select which instrument to issue based on which is most advantageous for them to raise capital.
Interestingly, the mainstreaming of these higher yielding assets helps establish a broader continuum for fixed income investors. Certainly, these assets offer different risk, return and liquidity profiles than Treasuries, Agency Mortgages and Investment Grade Credit, the most standard broad fixed income market components. While the trade-off of higher volatility for higher yield is real, these instruments also create the ability to construct portfolios with yields approaching more alternative vehicles without lengthy lock-up periods.
The opportunity set for fixed income has never been broader or deeper. The most standard broad markets, after returning 7% last year, continue to offer compelling yields in addition to liquidity and the diversifying effects sought in a broad asset allocation. The increased adoption of higher yielding segments allows more diversified approaches to income generation without leaving the liquid public markets. Today’s markets require a keen eye and steady hand and, as always, remember to look out for that sixth finger.
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This is not intended to serve as a complete analysis of every material fact regarding any company, industry or security. The opinions expressed here reflect our judgment at this date and are subject to change. Information has been obtained from sources we consider to be reliable, but we cannot guarantee the accuracy. This publication is prepared for general information only. This presentation may contain targeted returns and forward-looking statements. “Forward-looking statements,” can be identified by the use of forward-looking terminology such as “may”, “should”, “expect”, “anticipate”, “outlook”, “project”, “estimate”, “intend”, “continue” or “believe” or the negatives thereof, or variations thereon, or other comparable terminology. Investors are cautioned not to place undue reliance on such returns and statements, as actual returns and results could differ materially due to various risks and uncertainties. This material does not constitute investment advice and is not intended as an endorsement of any specific investment. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. Investors should seek advice regarding the appropriateness of investing in any securities or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Investment involves risk. Market conditions and trends will fluctuate. The value of an investment as well as income associated with investments may rise or fall. Accordingly, investors may receive back less than originally invested. Investments cannot be made in an index. Past performance is not necessarily a guide to future performance. Loop Capital Asset Management – TCH, LLC is a registered investment adviser and a wholly owned subsidiary of Loop Capital Asset Management, which is a subsidiary of Loop Capital LLC. Loop Capital is the brand name for various affiliated entities of Loop Capital LLC that provide investment banking, and investment management services. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. Loop Capital is a trademark of Loop Capital Holdings LLC. Loop Capital Asset Management LLC, and Loop Capital Markets LLC are affiliated companies. Investment products are: Not A Deposit | Not FDIC Insured | No Bank Guarantee | May Lose Value |
Chicago, Illinois — April 27, 2026 —Loop Capital Financial Consulting, an affiliate of Loop Capital, and Virtas Partners announce a strategic alliance.
This alliance enables Loop and Virtas to provide our clients with greater access to debt and equity capital, investment banking services, financial due diligence, and valuation expertise.
Steve Sherman, leader of Loop Capital’s financial consulting business stated, “We are extremely excited by this alliance with Virtas Partners, bringing together our respective core strengths with complementary capabilities and a commitment to excellence.”
Neal McNamara, CEO at Virtas Partners, observed, “Designed specifically for the demands of middle-market private equity, the alliance brings together Virtas and Loop to deliver measurable results—from pre-acquisition diligence through post-close optimization and exit preparation—ensuring that finance and valuation remain aligned with investor goals at every stage of the investment lifecycle.”
About Loop Capital
Loop is a full-service investment bank, brokerage and advisory firm established in 1997 with nearly 300 employees in 20+ offices. Its financial consulting affiliate provides fairness/solvency opinions, M&A advisory services, litigation support and all types of valuation services.
About Virtas Partners Virtas is the premier Office of the CFO advisory firm bringing solutions to its clients across the business lifecycle. Founded in 2017, Virtas serves both private equity and corporates through M&A enablement and complex business transformations including acquisitions, divestitures, finance transitions and accounting implementations.
We are excited to be hosting the 7th Annual Loop Capital Markets Investor Conference March 9th (virtual) and March 10th (The Lotte Palace Hotel in NYC). We expect to host 120+ companies for 1×1 and group meetings. There will also be selected panel presentations. Please contact your Loop Capital Markets representative for additional information.
Loop Capital is pleased to announce the addition of nine new members to its Municipal Bond team, reinforcing the firm’s commitment to growth and excellence in this critical sector. This expansion covers key areas – Public Finance, Municipal Underwriting, and Sales – in four major offices, bringing fresh expertise and regional coverage to better serve clients nationwide.
“Our latest additions reflect the firm’s confidence in the Municipal Bond market and dedication to delivering exceptional service to our clients and customers,” said Jim Reynolds, Chairman and CEO of Loop Capital. “Given record issuance volume over the past two years, we remain bullish on the industry’s trajectory.”
Bo Daniels, Loop Capital’s Head of Public Finance, added: “We are focused on providing value-added ideas, superior distribution, and exceptional execution for our clients. These hires strengthen our capabilities in regions and sectors poised for even more growth. We continue to add experienced, talented professionals who share the firm’s ‘client first’ business culture.”
In New York, Marc-Adrien Mandich, Vice President (ex-Wells Fargo), enhances the New York account coverage efforts with a focus on providing technical modeling and execution. Sagar Kharche, Senior Vice President, joined the firm’s Housing Group from cfX, a leading financial advisory firm to Housing Finance Agencies, to deliver unique financing solutions to HFAs throughout the country. Charlie Reed, Senior Vice President, will lead Loop Capital’s Competitive Underwriting practice following 34 years at Citi. Brandon Goldberg, Associate (ex-Ipreo), joins the Underwriting Desk to support both the negotiated and competitive businesses.
In Chicago, Drew Davidhizar, Senior Vice President (ex-Baker Tilly, ex-Citi), will lead the Energy and Public Power initiatives. Matt Webb, Vice President brings his expertise from Goldman Sachs in financing stadiums and sports facilities to serve the firm’s clients nationally. Steve Montgomery, Senior Vice President, joins the firm from Piper Sandler as a sales professional.
In Dallas, Alex Palazzolo, Vice President (ex-Stifel, ex-Wells Fargo), will cover mid-market clients and school districts throughout Texas, while Taylor Greene, Senior Vice President, joins Loop Capital’s Sales team in Boston with 37 years of industry experience, most recently at Mesirow.
Loop Capital is ranked among the top municipal underwriters in 2025, senior managing over $10 billion year-to-to date according to LSEG data, a 67% increase in volume over 2024. The firm has participated in more than $1 trillion in transactions nationwide overall.
About Loop Capital: Loop Capital is a full-service investment bank, brokerage, asset management, and advisory firm serving corporate, governmental, and institutional clients globally. Founded in 1997 with six professionals, Loop Capital has grown into a global financial services leader with nearly 300 employees.
Learn more at www.loopcapital.com or contact us at media@loopcapital.com
Loop Capital Asset Management has been named the 2025 Manager of the Year in the Domestic Core Fixed Income category by Emerging Manager Monthly in its April 2025 issue.
We are especially grateful for the trust and support of our clients, whose partnership makes achievements like this possible.
For more information:
Diversity and inclusion (D&I) continues to be a central tenet of Loop Capital Markets. Founder and CEO Jim Reynolds recently hosted a lively discussion during our 2025 Investor Conference on how diverse entrepreneurs are navigating D&I in the current environment. Panelists included:
· Mark Monroe, Managing Partner, From the Culture & Co-Creator of The Come Up Series
· Evan Poncelet, Managing Partner, Dreamward Ventures & Executive Director, Venture Black
· Ade Adesanya, Co-Founder and President, Movn Health & Founder, CleanCut Health
· Debrena Jackson Gandy, Author, Business Consultant, Strategic Marketing Coach, and Self-Care Consultant
You can watch a replay of the panel here.
Diversity and inclusion (D&I) continues to be a central tenet of Loop Capital Markets. Please join us for a lively discussion on Monday, March 10th at 11:00 AM ET hosted by Founder and CEO Jim Reynolds on how diverse entrepreneurs are navigating D&I in the current environment.
Panelists will include:
The following is a link to the panel: https://tinyurl.com/4yndzp4t.
On February 13, 2025, Loop Capital Markets acted as a senior co-manager on a $1 billion junior subordinated notes offering for Exelon Corporation. The 30-year bond is rated Baa3/BBB.
Use of proceeds are earmarked for general corporate purposes and debt repayment.
On February 11, 2025, Loop Capital Markets acted as a co-manager on a three-tranche, $1.8 billion senior unsecured notes offering for Zimmer Biomet Holdings, Inc. The bonds are rated Baa2/BBB/BBB across 2-, 5- and 10-year tranches.
Use of proceeds are earmarked for general corporate purposes, share repurchase, debt repayment and acquisition financing.
