Wisdom Board PULSE

This episode features an inspiring conversation with Tony Wood, a leader at RSM, one of the world's largest accounting firms. RSM is a network of a great many audit, tax, and consulting firms that expand across 120 different countries. Here, Tony elaborates on how he shifted from entrepreneur to leader at such a large organization in order to help bring continuity around the globe in this industry. Even though RSM is such a global company, Tony appreciates the fact that it is more like a family of ambitious entrepreneurs that exhibit character and integrity and work together in order to make an impact in the family practice industry.

In his talk with Wisdom Board, Devin shares his insights on LinkedIn's news network, and common interests around leadership, excellence, and the workplace with us. Devin is also involved in many of the emerging business technology tools offered by LinkedIn. Devin is an honors graduate of Stanford University.

A highly engaging talk with Ara Katz, the Co-Founder and Co-CEO of SEED (Seed Health), a fascinating, important, and successful company focused on medical solutions for the human gut. SEED is setting new industry standards around self-care, far behind the typical conversation of what we eat, or how we sleep, but actually how we employee our own bodies to become stronger from within. As a hard-working founder driven to excellence, Wisdom Board appreciates her dedication to continued self-care, enabling optimal leadership from a position of personal physical and mental strength. Ara reminds us there is “no such thing as a career” [alone]; there is only a life”, and that success may never be at the sacrifice of health”. Ara and her co-founder, Raja, are doing wonderful work. SEED now has support from some of the world's top investors, with tens of millions funded. And it's SEED LAB is a robust center of scientific creativity.

This episode features an engaging dialogue with Ronald Diamond, from his own robust career, and position as founder of Diamond Wealth in 2007, to the evolution of alternative investing in the family office industry, to trends he believes will be transformative to the industry, and its stakeholders, and successor generations ahead. Ron also discusses a new initiative with Stanford University, where he is working with the Global Projects Center and disruptive technologies. Ron also discusses various leadership matters, including governance, the virtue of hard work, and importance of passion.

This episode features a wide-ranging conversation with one of the world's leading figures in family office technology, Trusted Family's Co-Founder, Edouard Thijssen. Edouard co-founded the company in 2007, and has built a remarkable leader in the cloud technology industry dedicated to the needs of family offices and their operating companies. Edouard brings meaningful experiences to Trusted Family following his earlier work at The Family Business Network International Foundation, and work with tens of family offices globally, a non-profit run by family businesses, for family businesses, seeking to strengthen successful enterprises over generations over 60 countries.

This episode features an inspiring conversation with Dr. Stephen J. Kosmyna ("Dr. Kos") covering a broad dialogue around mindfulness, and how to achieve balance as a person, an entrepreneur, or business leader. Dr. Kosmyna, the Founder and President of Success Ocean International, works with his wife at Proctor-Gallagher Institute Consultants - they facilitate radical personal and professional transformation and quantum leap goal achievement through a variety of training programs for individuals, small businesses, and corporations. His mission is to communicate a message of achieving whole life success and prosperity, through the understanding of, and cooperation with the laws of infinite potential. He holds a master's degree and doctorate in Metaphysical Science with a focus on the power of our subconscious mind and visualization, anchored in holistic life coaching. A true metaphysician, he is a member in good standing of the American Metaphysical Doctors Association. Dr. Stephen works by appointment with both individuals and corporate clients.

This episode features an engaging dialogue with one of the leading practitioners in family enterprises, Kristi Daeda. Kristi is President of FCBG, a leading private consultant for some of the world's most sophisticated clients. Kristi is involved in family and corporate governance, family enterprise education, and knowledge development and research on family enterprise topics. Prior, Kristi held management roles in e-commerce, insurance, and hospitality, with a focus on leadership and people development, and as an independent consultant and coach to senior executives. Kristi is a member of the Family Firm Institute where she has contributed to their publication, The Practitioner, and has served on steering committees for the Family Wealth Alliance and the Private Directors Association national board.

This episode features a wide-ranging conversation with a leading venture capitalist, Mark Peter Davis, Founder and Partner at Interplay VC. Interplay is one of the most interesting venture platforms - stage agnostic, focused on disrupting industries, and supporting its affiliates with select incubation services. Mark shares his views on leadership, governance, entrepreneurialism, and his passion for inspiring concepts, companies, and founders. Mark, also, has built vast networks within the New York venture, Duke University and Columbia University communities.

  This episode features an engaging conversation with Sandra Campos, a proven entrepreneur in fashion, apparel, and technology. Sandra, now CEO of Project Verte, started her career at Ralph Lauren in merchandising, moving to Nautica, leading a turnaround, and another, at a division of Oscar de la Renta, a Kellwood Company. Sandra has recently founded a continuing education platform for retail and fashion, Fashion Launchpad. Sandra shares her wisdom on management, culture, passion, and boards with Wisdom Board on this podcast. Her experience is vast, covering further management roles involving Bebe, Juicy Couture, BCBG, and others.  

  This episode features the founding partner of a leading consumer venture capital fund, One Better Ventures, with an empowering investment thesis and powerful acumen.  John and his partners invest in, advise, and nurture purpose driven consumer goods companies through their own investment partnership. As a venture capitalist, John brings unique insights given his role running several CPG and related companies since 1999 – he is an expert in beer, beauty, household products, and now, emerging companies. John discusses with Wisdom Board his views on profit with purpose, the genesis for OBV, and his passion for supporting the entrepreneurs they invest in.  Listeners will enjoy his intellect, wisdom, and genuine nature.  

This episode features the brilliant founder of SES, a leading mission-driven company passionate about ESOPs and optimizing employee ownership.  Jim, the founder of SES, is one of the world's leading experts on ESOPs, a unique form of equity ownership structuring for private companies impacting over 10 million individual employees in the modern day.  Jim discusses his firm's mission, the unique benefits of an ESOP, on both a relative and absolute basis, and a few war stories to boot. Any owner or board member of a larger private company should be mindful of the ESOP.  

This episode features the enigmatic, genuine and undaunted founder of HINT, Kara Goldin. In this podcast, Kara offers a glimpse of her colorful career, inspiration for HINT, what motivates her, and a few special hints for our listeners ;) Kara also reminds us of the essential human pillars of hope, drive, and perseverance, and how she harnessed these powers for her own life. HINT is a special company that creates “products people love to use, so they can live healthier lives.” it's that simple.

This episode features Matthew Norquist, Partner at Korn Ferry. Here, Matt discusses his unique experiences with c-suite and board leaders in financial services, private equity and family offices. Matt also comments on his operating roles prior to the firm, what distinguishes the firm from its competition, and what drives his passion for his work.

This episode features Timothy A. A. Stiles, Partner and COO of KPMG SPARK. Here, he discusses his colorful career, the scale of the KPMG platform, and the unique offering provided to management by the SPARK managed accounting offering. Tim further discusses his commitment to supporting entrepreneurs' needs involving governance, efficient management and financial system protocols.

This episode features Robert T. Brown, Managing Director and CEO North America, Lincoln International. Here, he discusses his career journey and how he ended up in the banking industry. He does a deep dive into the importance of culture, people, and empowerment  at Lincoln International and how it drives the firm's success. Robert also discusses Lincoln's global expertise with private companies and shares essential insights for founders regarding exit considerations.