Cocktail Auour

Joe discusses generative artificial intelligence with George Gilbert, Principal of TechAlpha Partners. 

SPECIAL EPISODE: We had a nice conversation with an old friend and prior boss, Dan Goldfarb. Dan has been investing in banks for almost four decades (yes, he is old). We worked together at a few prior firms and I think he is a great person to put the current banking issues into context. 

Have you heard of the term 'k-shaped recovery'? Well, Peter was the one that immortalized that term to describe the post pandemic shutdown economic recovery.Peter has a long history of being involved with the financial markets but changed his focus after the 2008 financial crisis and became a professor. His research focuses on confidence. Peter is an expert in how changes in confidence consistently and predictably impact our preferences, decisions and actions.Please note that this was recorded in the late fall of 2021. 

In the mid-90s, Peter and Will Halby and their wives, Ila and Vanessa, teamed up to create a non-profit with a mission of organizing specialty camps for the disabled themed around music, art, theatre and sports. We are fortunate to have Peter join us for this episode and introduce us to the great things they are doing.  

Bob exemplifies positivity and entrepreneurism.  A serial entrepreneur, Bob founded Agilathon, a technology consulting firm, and Extension Engine, which focuses on the digital transformation of the education space. Bob is driven by the idea of connecting good people with shared interests. This was a fun conversation for sure!

Jamie is a serial entrepreneur whose focus changed once he found out about his brothers illness.  Jamie is pushing to change how medical research is performed and how it can be delivered in a more effective way.

Greg teaches the capstone course Sustainable Innovation in Healthcare: Managing Continuous Improvements in Developing Products and Services. He is also Chief Medical and Information Officer at PRA Health Sciences, a leading pharmaceutical service, healthcare data and contract research firm. Previously, he was President and Chief Medical Officer at Castle Creek Pharmaceuticals, President of Rare Disease at Moderna Therapeutics, and had leadership roles at McKinsey & Co., Quintiles, Inc., Proteostasis, Amicus Therapeutics, Domain Associates and Medtronic Neurological. He was co-founder of Immunome Therapeutics. Greg has degrees from Harvard Business School, Yale School of Medicine, Columbia University, and Boston College. He trained at the Brigham and Women's, Children's, and Massachusetts General Hospitals. He is on non-profit advisory boards. Greg writes about innovation for Forbes.

This week we welcome Jennifer Jordan, a professor on leadership and organizational behavior at the Institute for Management Development (IMD) in Lausanne, Switzerland.  Jennifer has focused her research on power and the changing leadership qualities as we move further into the digital world.

In this week's episode, we are honored to have as our guest Martin Palmer, a world-renown theologian, the religious adviser to the late Prince Philip, and the founder of FaithInvest. We also welcome back Mike Even, known as the invest side of FaithInvest. Within the episode, we look back at how the various global religions invested their funds and the work Martin is doing to align their investments to their faith. We hope you enjoy!

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.A frequent speaker at investment industry events and for various financial media including Barron's, Bloomberg, CNBC, Cheddar, and MarketWatch, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine for her work on freedom investing.In this episode, we will discuss the intersection of investing and freedom and what drove her to start Life+Liberty Indexes.

Carl Hobert, a leading voice on global education equity, human rights and social justice, reveals how to harness creativity, passion, teamwork, and determination to make the world a better place.A graduate of Middlebury College and the Tufts University Fletcher School of Law and Diplomacy who is fluent in French and Spanish, Hobert stimulates his audiences to imagine a more secure and humane world, where equal access to water, food, K-12 education, the prevention of armed conflict – what he calls “the cancer of conflict” - and other basic human rights are the norm. With convincing examples he has experienced living on 5 continents working with youth and adults, the author of Raising Global IQ: Preparing our Students for a Shrinking Planet lays out a compelling vision for how anyone has the power to make significant change in our world, with innovation, passion, and teamwork.Hobert's assertive presence on stage conveys a palpable optimism that leaves listeners uplifted and prepared to confront difficult issues at once. With insightful perspective and inspiring stories of failure and success, Hobert inspires you to join him on his campaign to develop the innovative solutions we need for a better tomorrow.

Carl Hobert, a leading voice on global education equity, human rights and social justice, reveals how to harness creativity, passion, teamwork, and determination to make the world a better place.A graduate of Middlebury College and the Tufts University Fletcher School of Law and Diplomacy who is fluent in French and Spanish, Hobert stimulates his audiences to imagine a more secure and humane world, where equal access to water, food, K-12 education, the prevention of armed conflict – what he calls “the cancer of conflict” - and other basic human rights are the norm. With convincing examples he has experienced living on 5 continents working with youth and adults, the author of Raising Global IQ: Preparing our Students for a Shrinking Planet lays out a compelling vision for how anyone has the power to make significant change in our world, with innovation, passion, and teamwork.Hobert's assertive presence on stage conveys a palpable optimism that leaves listeners uplifted and prepared to confront difficult issues at once. With insightful perspective and inspiring stories of failure and success, Hobert inspires you to join him on his campaign to develop the innovative solutions we need for a better tomorrow.

Prior to co-founding Biomatics Capital Partners in 2016, Ms. Sunderland was director of Program Related Investments for the Bill & Melinda Gates Foundation. She led the foundation's $1.5 billion strategic investment pool, which focused on global health, global development and education. She funded 50 investments, including 30 in health care, and built a team of 10 investment professionals.Ms. Sunderland also chaired Bill & Melinda Gates Foundation's investment committee, which reviews all program-related investments. Prior to that role, she advised foundations, development finance institutions and governments on venture capital, SME financing and technical assistance programs. Ms. Sunderland holds a B.A. from Harvard University, an MBA from Wharton Business School and an M.A. from Johns Hopkins School of Advanced International Studies.Ms. Sunderland sits on the Board of Directors for several of Biomatics' portfolio companies including Aledade, BlackThorn, eGenesis and Verana.

This week's guest is Michael Even.  Director of Strategy and Investment Research with FaithInvest.Mike is an investment professional with more than 35 years of industry experience. He was the Chairman of Man Numeric Investors in Boston, US, and a member of the Man Group Executive Committee. He worked for Citigroup for nine years, building a global asset management organization. After Citi merged with Travelers, he became global CIO of the Private Bank and then global CIO for, and co-head of, Citigroup Asset Management, overseeing investment teams running more than $500B in client assets.This episode will focus much of its time on the challenges of ESG investing and how different regions and faiths look at the future of investing for good.

This week's episode focuses on the world of crypto assets with TJ Ragsdale and Chris Heaney of Vulpine Capital. We spend the time starting at the very beginning of blockchain and move right on through to NFTs.TJ and Chris mix finance and technology development to navigate the rough and turbulent waters of crypto.  It was a lot of fun speaking with them and definitely came away with a new perspective on blockchains' impact on our economic system.

For our inaugural episode, we speak with Will Burns, of Ideasicle X, a software-as-a-service company focused on broadening the reach of idea generation and refinement.Will is an advertising veteran who saw the need for a broader platform to enhance the idea creation process. Prior to founding Ideasicle, he worked at some of the most creative advertising agencies in the world, including Wieden & Kennedy, Goodby Silverstein & Partners, Mullen and Arnold Worldwide. It was at these agencies that drove his passion for ideas (having them and witnessing their birth from others).In this episode, our conversation will focus on the creative process and the advancement that Ideasicle is driving.

Welcome to Cocktail Auour (pronounced ‘our'), a new podcast series. Over a 25 year history of analyzing and investing in companies, I have been fortunate to sit with thousands of management teams. It has allowed me to see great business models and bad ones, to see a great idea either executed well or in many cases poorly, and to witness the importance of a few individuals that can drive the difference between success and failure. Over that 25 years, I have had the fortune of meeting some great people doing great things, typically outside the spotlight. This brings us to why this podcast series.