When generating alpha matters most, you need a partner who can deliver unique insights. Guide your organization’s purpose through exceptional focus, knowledge, research, and efficiency. Our Equity and Credit market-making capabilities are focused on creating growth opportunities for our clients.
Our full-service platform offers you reliable, long-term trading resources that you can trust to help achieve your objectives.
Investors and issuers rely on our in-depth small and mid-cap fundamental and data-driven research and market knowledge as well as efficient secondary liquidity for equity investors and capital issuers. We’re continually pursuing better opportunities for you—backed by innovative insights and seamless execution to secure consistently outstanding idea flow and trading solutions.
Capabilities & Core Services
Truist Securities’ Fixed Income Sales & Trading team offers institutional investor clients a suite of products and tools necessary to manage their short duration and long-term liquidity requirements. Our seasoned Fixed Income Sales & Trading teams are well versed in dynamics of market conditions and the continuously changing regulatory landscape. Trading Desk Analysts provide support that complements our ability to make markets in fixed income securities.
Our Corporate Bond Trading Desks are an active liquidity provider in the secondary market across a broad sector universe in both Investment Grade and High Yield Bonds. In addition, our Non-Agency Asset Backed Securities (ABS) Desk is aligned to support our Asset Securitization Origination and institutional investor clients, while our Commercial Paper Desk is an active market maker in short-term liquidity products.
The Public Sales & Trading platform is an active liquidity provider and has a distribution network covering institutional bond purchasers in the secondary municipal market. As part of its distribution network, Truist Securities’ dedicated Public Finance Sales & Trading team provides coverage to all levels of institutional investors in municipal bonds, on a national scale.
Capabilities & Core Services
Equity Research has the breadth and depth you need to understand changing markets.
650+ companies in core industries and sub-sectors
Over 35 experienced industry professionals with robust buy-side, sell-side and/or corporate knowledge you need to gain the advantage.
Building broad and deep client relationships to provide better solutions across every industry. We bring together investors across the capital spectrum to showcase their broad array of industry expertise.
Conferences with open registration are linked to the event website. Please note that these events are by invitation only. Contact your Truist Securities representative for more details.
2024 Healthcare Disruptors & Digital Health Summit
Jailendra Singh, Managing Director, Healthcare Technology & Distribution/CROs, Truist Securities: Our annual Healthcare Disruptors and Digital Health Summit has been an excellent opportunity for a lot of industry stakeholders and thought leaders to come together and learn from each other and exchange ideas.
Gina Bartasi, Founder, CEO, & Executive Chairman, Kindbody: The Truist conference always brings out the best in class of both digital health companies that are private, but are really cutting edge as well as public companies.
Jeff Park, President, Waltz Health: I love the summit, perfectly curated, had some great opportunities to meet people and companies I hadn't had before. The panels have been great.
Julia Hu, CEO, Lark Health: I loved the summit as a place to reconnect and meet new folks. I love the moments of connection, and of course, the lovely panels.
Nicolette Turner, CFO, Headspace: The conversations have been wonderful. The thought partners have been incredible. And just really excited to be here.
Sami Inkinen, Co-Founder & CEO, Virta Health: I love this summit. I've already had half a dozen, investor meetings, one-on-ones this morning, and the quality has been very high.
Michael Kopko, Co-Founder & CEO, Pearl Health: Truist does a great job bringing together thought leaders that are building some of the best companies in health care broadly. I always love hearing what the latest trends are. And then hearing some of the kind of friction points of where people have differing views, because that's really where a lot of the capital allocation and the talent is deciding where it goes. And this is a great moment to understand that and get to the truth of it in a really quick and efficient way.
Chris Michalak, CEO, Personify Health: Summit has been great. I've had a number of good and one-on-one discussions. I have had an opportunity to sit in a few sessions, and it's been a fantastic experience and I'm really glad to be here.
Gregg Genova, Healthcare Sector Sales Specialist, Truist Securities: We had over 60 companies, 200 plus sign-ups, 20 panels, one-on-ones and group meetings for two consecutive days. Non-stop.
Jailendra Singh: Feedback has been great. Participants have given me feedback. This is most exciting and useful digital health and disruptor conference they have attended. That is very exciting. So, I'm looking forward to it next year as well.
2024 BioPharma Symposium
Mary Stroth, Head of Equity Sales, Trading & Research, Truist Securities: Our symposium really allowed for the deepening of relationships by bringing together extremely busy people. You have the investors. You have the companies. So, coming to our conference allows people to in one day, in a short period of time, meet with as many companies and institutional investors as well as private equity and VC firms.
Brian Lian, President & CEO, Viking Therapeutics: These conferences are useful for us because we get feedback from investors that often help us understand where investor priorities are, what's most exciting to investors, and that helps us with our own internal strategic thinking around our own programs.
Marcio Souza, President & CEO, Praxis Precision Medicines: Investor interactions we had today are incredibly valuable for us. They're very diverse. There was a very large number. So by talking to a diverse group of people, several meetings, as we had today we are able to distill and to better inform everything we're doing from an incredibly important stakeholder that is our shareholders.
Kevin Koch, President and CEO, Edgewise Therapeutics: So these panel discussions are great because you get to see hear insights from other companies, and you can hear about the challenges and also the successes, and maybe you can utilize those in your own work.
Michael Allwin, Head of Healthcare Equity Capital Markets, Truist Securities: A fundamental foundation to our purpose at Truist on the biotechnology investment banking side is to identify the right investors for our corporate clients and understanding the ways to bring capital for our corporate clients from the right investors to help them unlock their strategic objectives. That's something we've tried to do with the panels, with the investor meetings over the course of the day. And, we've heard fantastic things so far.
Gregg Genova, Healthcare Sector Sales Specialist, Truist Securities: The symposium was a great way to bring both the public and private companies together to work on potential for future partnerships, future capital raising. It's critical to bring today's leaders of the biotech industry together with the innovators because they're all trying to evolve and look for the next area where to focus.
Lorenzo Paoletti, Head of Biotech Investment Banking, Truist Securities: We certainly enjoyed interacting with management teams and investors today. The conversations were incredibly productive. We have received a lot of phenomenal feedback on all the interaction.
Mary Stroth: It was so nice to see our investors and companies come together, and we look forward to seeing you all next year.
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