Stay Invested Podcast

In this episode, we learn about Walter's early business experience starting with Pepsi in the marketing department during an exciting period when large advertising budgets were dedicated to live entertainment and music events. Although enjoyable, it led Walter into the financial services industry where if the companies are successful, customers will benefit in a fundamentally positive way - being better off financially.We also hear how important it is to Allianz having a global footprint in terms of size and scale but staying local on a diversity and inclusion level. Walter gives us good examples of how different personal experiences frame unique outlooks. This has led Walter to gather employees together to listen to each other, which has been really critical for cultural growth in his role.Walter also gives his insights on how technology and automation are able to drive personalization and more options for customers. Conversely, the proliferation of investment choice has become overwhelming for investors, so having dynamic tools to explain key benefits is important for success.Be sure to listen to the full episode for more insights and examples of how the most impactful teams gather unique and diverse perspectives!

MORE ABOUT THIS EPISODE:To discuss impactful advice for a fulfilling career journey, Halo co-founder Jason Barsema welcomes experienced leader and entrepreneur, Salo Sredni to the Stay Invested Podcast.We learn about Salo's diverse experience in business, entrepreneurship, and his more recent foray into venture capital. Salo also shares a key concept he learned from his accounting background when it comes to understanding how businesses function, grow and scale.We also hear how investment diversification may not work all the time, but it's the only thing that ever works. As former Chairman and CEO of TradeStation, which was acquired during his tenure by Japanese company Monex, he describes being one of the only non-Japanese speakers on the board.Salo also tells us about the unique international work cultures, and being fortunate to collaborate with talented people across the globe. Capping a 20-year association with TradeStation and Monex he tells of how the company built and provided an investing platform that leveled the playing field for main street investors in the early 2000s when there were few tools available in the market.Lastly, Salo and Jason touch on advice for young entrepreneurs. From running a company and creating a positive culture, being passionate to do the hard work others aren't willing to do makes a difference. He also reminds us that when pitching to VC investors, being yourself and curious are key traits that could determine success.Be sure to listen to the full episode for more insights and examples of how the most impactful companies solve a significant problem for customers!

Dr. Soss retired from Credit Suisse in 2019, capping a 35-year association with the Bank. For the five years leading up to his retirement, Dr. Soss was Credit Suisse Group AG's Vice Chairman, Investment Strategy and Research.Before that, for many years he was the Bank's Global Chief Economist, supervising teams in the Americas, Europe, and Asia to provide guidance to the Bank's customers and client's capital committing activities regarding economic developments and financial market conditions.Prior to joining Credit Suisse in 1984, Dr. Neal M. Soss was with the Federal Reserve Bank of New York. As a Vice President, his responsibilities included bank supervision and foreign relations. During a two-year leave from the NY Fed, he went to Washington to serve as Special Assistant to the Federal Reserve Board Chairman, Paul A. Volcker.Dr. Soss' research has been widely published in professional journals, and he has been a frequent commentator on economic and financial matters in newspapers, radio and television.

In our first episode of the Stay Invested podcast, former Florida Governor Jeb Bush sits down with Halo co-founder Jason Barsema.Governor Bush is the son of late former President George H.W. Bush and brother of former President George W. Bush. He was the 43rd Governor of Florida and is known for his work on the state's education system, his efforts to protect the environment, and his achievements in improving the state's economy.Jason and Governor Bush discuss the recent Presidential election, how young people can approach entrepreneurship, the role of technology in innovation, and creating impact through education.