Analyst
Bank of America
Equibles does not estimate personal net worth.
Ibrahim Punawalla is recorded as Analyst at Bank of America. Ibrahim Punawalla has spoken on 5 earnings calls across 4 companies, most recently for First Horizon Corp on October 15, 2026. Those appearances were for Goldman Sachs Group Inc (GS), First Horizon Corp (FHN), Keycorp (KEY) and Fifth Third Bancorp (FITB). The companies whose calls Ibrahim Punawalla spoke on are classified in the Financial Services sector.
“I guess maybe just on this restructuring, maybe I missed it. When we think about the loan-to-deposit ratio shifting to 88%, I know you've been very reluctant, Brian, to deploy deposits to low-yielding government securities.”
“Frame that for us, given you probably have one of the best visibilities on what the appetite looks like.”
“I guess maybe on this whole NIM versus NII debate, Chris and Clark, you said something willing to trade NIM to add clients with a strong return profile.”
“And I guess I just wanted to focus on the durability of it. So there's durability for your shareholder returns. But then talk to us about the durability of the AI CapEx cycle.”
“I'm just wondering what seems more likely as we cut through all this noise at the moment.”
Bank of America
Analyst
Transcript header (unverified)
Capital Markets · Financial Services
Banks - Regional · Financial Services
KEY
Banks - Regional · Financial Services
FITB
Banks - Regional · Financial Services
