Podcasts about america merrill lynch

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures. Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies. Key takeaways: Why ultra-high-net-worth investors are increasing allocations to private markets for diversification How evergreen funds help simplify access but still require long-term discipline from investors The role of advisor education in helping clients understand illiquidity and portfolio fit How technology is improving reporting, execution and the overall investor experience Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Mark Sutterlin: LinkedIn: Mark Sutterlin LinkedIn: Bank of America Merrill Lynch LinkedIn: Bank of America Business Website: Bank of America Business Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.  Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss: Neil's Wall Street "Origin Story" The Four Pillars of Economic Analysis The Real Income Squeeze AI, RSUs, and State Tax Revenues Pervasive Optimism and Reflexivity Risk The Fed's "Path of Least Resistance" The Warsh Nomination and Forward Guidance Productivity Boom or Demand Story? AI's Wealth Effect Beyond Accounting The 2027 Fiscal Headwind Substack vs. Institutional Research

In this week's episode of the Xtalks Life Science Podcast, host Ayesha Rashid, Senior Life Science Journalist at Xtalks, spoke with Lance Alstodt, CEO, BioRestorative & Francisco Silva, Chief Scientist & VP, R&D, BioRestorative Inc. (NASDAQ:BRTX), a regenerative medicine company developing stem cell-based therapies and products. The company's clinical programs target critical healthcare needs, including degenerative disc disease and metabolic disorders. Lance Alstadt has over 25 years of experience in leading medical technology and lifesciences companies in operations, capital raising activities, strategy and mergers and acquisitions. Mr. Alstodt has deep experience in the orthopedic and spine sectors. Mr. Alstodt was the Founder and CEO of MedVest Consulting Corporation an investment fund that focuses on healthcare, and previously served at Bank of America Merrill Lynch, and spent seven years in M&A at JP Morgan Chase. Mr. Alstodt has a BA in Economics from the State University of New York at Albany, with a secondary concentration in Finance and Marketing. Tune in to hear about the evolving landscape of regenerative medicine and the promise and challenges of stem cell-based therapies in treating chronic conditions like degenerative disc disease. For more life science and medical device content, visit the Xtalks Vitals homepage. https://xtalks.com/vitals/ Follow Us on Social Media Twitter: https://twitter.com/Xtalks Instagram: https://www.instagram.com/xtalks/ Facebook: https://www.facebook.com/Xtalks.Webinars/ LinkedIn: https://www.linkedin.com/company/xtalks-webconferences YouTube: https://www.youtube.com/c/XtalksWebinars/featured

En el capítulo 1.115 de este lunes, 18 de mayo, @franaldaya trae una entrevista con Marcos Buscaglia, titular de Alberdi Partners y ex jefe de research para Latinoamérica del Bank of America Merrill Lynch. Por qué Argentina debe salir al mercado internacional de deuda ahora y no esperar, construyendo una curva de rendimientos empezando por bonos cortos, y qué falta del lado de las calificadoras. Además, el desafío de las reservas netas, por qué Argentina ya ganó con la guerra en Irán en materia de gas, y su visión sobre el tipo de cambio.

Wall Street banker and public affairs commentator Mark Wittman explains for podcast host Rosemary Armao in layman's terms how rising prices, disputed interest rates, the price of gold and the strength of the dollar are being affected by war, politics and Donald Trump's bullying. Are you limiting how much driving you are doing because of rising gas prices?The most potentially damaging economic problem facing Americans now is: A. Rising national debt B. Increasing energy, food, and health care costs C. War-related market volatility threatening retirement benefits D. Threats to privatize Social SecurityMark Wittman is an Investment banker and capital markets specialist with 20-plus years advising executives and boards on global financing, capital structure, and M&A. His career spans Lehman Brothers, Bank of America Merrill Lynch, and SunTrust. Coverage focused on consumer products companies. He holds an MBA from NYU's Stern School of Business and an undergraduate degree from Trinity University.

Wall Street banker and public affairs commentator Mark Wittman explains for podcast host Rosemary Armao in layman's terms how rising prices, disputed interest rates, the price of gold and the strength of the dollar are being affected by war, politics and Donald Trump's bullying. Are you limiting how much driving you are doing because of rising gas prices?The most potentially damaging economic problem facing Americans now is: A. Rising national debt B. Increasing energy, food, and health care costs C. War-related market volatility threatening retirement benefits D. Threats to privatize Social SecurityMark Wittman is an Investment banker and capital markets specialist with 20-plus years advising executives and boards on global financing, capital structure, and M&A. His career spans Lehman Brothers, Bank of America Merrill Lynch, and SunTrust. Coverage focused on consumer products companies. He holds an MBA from NYU's Stern School of Business and an undergraduate degree from Trinity University.

Hva skal til for at HR blir en reell strategisk partner og ikke bare en operativ funksjon?I denne episoden har vi besøk av Rachel Wilson Rugelsjøen, spesialist på strategisk HR og lederutvikling. Hun utfordrer en av de største misforståelsene i HR-faget: at strategisk og operativ HR er to forskjellige ting.For hva om nøkkelen ikke handler om å gjøre noe annet, men om hvordan du tenker rundt det du allerede gjør?Rachel beskriver strategisk HR på en enkel, men kraftfull måte:Det handler om å levere virksomhetens strategi gjennom mennesker.Da blir det operative arbeidet ikke noe du må “komme deg bort fra”, men selve fundamentet for å lykkes.I episoden snakker vi blant annet om: hva strategisk HR faktisk betyr i praksis hvorfor det operative er en forutsetning – ikke en motsetning hvordan du kan jobbe mer strategisk uten å gjøre en helt annen jobb hvorfor HR må slutte å “fikse” og heller utvikle ledere hva som skal til for å bygge reell innflytelse i organisasjonenDette er en episode for deg som ønsker å løfte blikket i HR-rollen, uten å miste fotfeste i hverdagen.

A radical macroeconomic experiment is under way at exactly the moment the US external position is showing signs of real stress.Gilles Moëc, Chief Economist at AXA, has written a chapter in the fourth Paris Report, published jointly by CEPR and Bruegel, on stablecoins: what they are, why the US government is so keen to promote them, and what risks they carry. His argument is that stablecoins are a fast-growing digital asset backed almost entirely by short-dated US government debt. When investors buy a dollar stablecoin, they are effectively buying into a US T-bill at zero interest; the platform keeps the yield. The US government likes this because it draws global savings into dollar assets at minimal cost, extending the dollar's reach and helping fund the deficit. But the regulatory framework has a three-year grace period and leaves supervision partly to the states, which compete to attract platforms. And there's the historical parallel: find out how the National Banking Acts of 1863 and 1864 give us an insight into the attraction, and risks, of using stablecoins in this way.The report discussed in this series of episodes:Rey, Hélène, Beatrice Weder di Mauro, and Jeromin Zettelmeyer (eds). 2026. The New Global Imbalances. Paris Report 4. CEPR Press and Bruegel. Free to download at cepr.org.The chapter discussed in this episode:Moëc, Gilles. 2026. "Stablecoins and global imbalances: Attempting to preserve the US exorbitant privilege." In Rey, Weder di Mauro, and Zettelmeyer (eds), The New Global Imbalances. Paris Report 4. CEPR Press and Bruegel. Chapter 9, p. 210.To cite this episode:Phillips, Tim, and Gilles Moëc. 2026. "Stablecoins and Global Imbalances." VoxTalks Economics (podcast). Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About Paris Report 4The fourth Paris Report, The New Global Imbalances, is a joint publication of CEPR and Bruegel. It was edited by Hélène Rey (London Business School and CEPR), Beatrice Weder di Mauro (Geneva Graduate Institute and CEPR, and President of CEPR), and Jeromin Zettelmeyer (Bruegel and CEPR). The report examines how, in a high-debt and fragmented world, excess savings, rising surpluses, and rising deficits pose a risk to stability and undermine the global trading system. It is free to download at cepr.org.About the guestGilles Moëc is Chief Economist at AXA and Head of AXA Research. He previously held senior roles at in the French civil service, Banque de France, and Bank of America Merrill Lynch. His research covers macroeconomics, monetary policy, and the European economy.Research cited in this episodeStablecoins are privately issued digital tokens whose value is pegged to an existing fiat currency, typically the dollar, and backed by safe and liquid assets, typically short-dated US Treasury bills. Unlike most cryptocurrencies, they are designed to maintain a stable exchange rate with the pegged currency. Platforms issue the tokens and invest the cash received in T-bills, keeping the interest for themselves; holders receive no yield. Stablecoin platforms may have absorbed roughly twenty to twenty-five percent of net US T-bill issuance.The GENIUS Act (Guiding and Establishing National Innovation for US Stablecoins) is the US federal legislation organising the stablecoin market. It requires platforms to hold back-to-back liquid assets as reserves and establishes common minimum standards across states. Regulatory competition across states means platforms can seek the most permissive jurisdiction. European regulation, MiCA, is more detailed and already in force but has not yet generated European platforms.Exorbitant privilege describes the advantage the US gains from issuing the world's dominant reserve currency. For decades, foreigners were content to hold low-yielding dollar assets while Americans invested in higher-returning foreign assets; the result was a positive US income balance despite a large trade deficit. In 2024, for the first time in modern records, the income balance turned negative: the US was paying more on its foreign liabilities than it was earning on its foreign assets. The National Banking Acts of 1863 and 1864 created a system of private national banks that issued dollar banknotes backed by US government bonds. The structure is the closest historical parallel to today's stablecoin framework: private platforms issuing dollar-denominated tokens backed by government debt. The system required over-collateralisation (one hundred and ten dollars of bonds for every one hundred dollars of notes) and included a Treasury backstop. Milton Friedman, in his Monetary History of the United States, identified the key flaw: money supply became tied to the quantity of public debt rather than the needs of the economy. The system was replaced by the Federal Reserve in 1913.De-dollarisation refers to the trend in some countries toward conducting trade and holding reserves in currencies other than the dollar. Moëc notes examples such as Iranian demands for non-dollar payments for passage through the Strait of Hormuz. Stablecoins work against this trend by making dollar access easier and cheaper for people in developing countries with weak or distrusted domestic financial systems; rather than buying dollars directly, they can buy a dollar-pegged token through a digital platform. More VoxTalks Economics episodesThis episode is the second of two published simultaneously to mark the launch of Paris Report 4. In the first episode, Maurice Obstfeld of the Peterson Institute for International Economics examines the history of global imbalances and what today's policymakers can learn from previous episodes. For an interview with two of the report's editors, Beatrice Weder di Mauro and Jeromin Zettelmeyer, on the problem of global imbalances, listen to The Sound of Economics, Bruegel's podcast. Available at bruegel.org.

Send us Fan MailImagine treating back pain not with surgery, not with opioids—but by using your own stem cells to repair the damage at its source.Lance Alstodt is President, CEO, and Chairman of BioRestorative Therapies, Inc. ( https://biorestorative.com/ ), a publicly traded regenerative medicine company focused on developing stem cell-based therapies to treat highly prevalent conditions, including chronic lower back pain and metabolic disorders.With more than 25 years of experience across healthcare investment banking, medical technology, and company building, Lance brings a unique perspective at the intersection of science and capital markets. Prior to joining BioRestorative, he was the founder and CEO of MedVest Consulting, advising healthcare companies on growth strategy, M&A, and capital formation.Earlier in his career, Lance held senior leadership roles at firms including Leerink Partners, Oppenheimer & Co., Bank of America Merrill Lynch, and JPMorgan Chase & Co., where he specialized in healthcare and medical technology transactions.At BioRestorative, Lance is leading the development of innovative cell therapies such as BRTX-100, an autologous mesenchymal stem cell therapy currently in Phase 2 trials for chronic lumbar disc disease, aiming to offer a non-opioid, non-surgical solution to one of the most widespread causes of disability worldwide.#StemCells #RegenerativeMedicine #BackPainRelief #Biotech #HealthcareInnovation #MedicalBreakthrough #ChronicPain #BioTech #FutureOfMedicine #StemCellTherapy #DegenerativeDiscDisease #PainManagement #HealthTech #BiotechStocks #Longevity #MedicalInnovation #CellTherapy #NonSurgicalTreatment #OpioidCrisis #SciencePodcast #HealthcareRevolutionSupport the show

In this episode of the AI Policy Podcast, Wadhwani AI Center senior adviser Gregory C. Allen is joined by Andreessen Horowitz Chief Legal and Policy Officer Jai Ramaswamy and head of AI policy Matt Perault for a discussion on a16z's AI policy agenda. They will cover a16z's entrance into politics, their position on state and federal AI regulation, and how to ensure AI benefits society. Jai Ramaswamy is Chief Legal and Policy Officer at Andreessen Horowitz, overseeing the firm's legal, compliance, and government affairs functions. Previously, he was Chief Risk and Compliance Officer at cLabs. He has also served as the Head of Enterprise Risk Management at Capital One and Global Head of AML Compliance Risk Management at Bank of America/Merrill Lynch. Before joining the private sector, Jai worked for over a decade at the Justice Department, including as Chief of the Asset Forfeiture and Money Laundering Section. Matt Perault is the head of AI policy at Andreessen Horowitz, where he oversees the firm's policy strategy on AI and helps portfolio companies navigate the AI policy landscape. Before joining a16z, he was the director of the Center on Technology Policy at University of North Carolina Chapel Hill. He also previously served as head of global policy development at Facebook. Matt is a fellow at the Center on Technology Policy at New York University, the Abundance Institute, and the National Security Institute at the George Mason University Antonin Scalia Law School.

What happens when the nation's wealthiest state gets extra funding on top of a needs‑based system? Since 2019, Western Australia has received a special billion‑dollar boost that no other state gets, and now the deal is under review. WA wants it to stay. The rest of the country is paying for it. So is the arrangement justified, or overdue for a rethink?Guests:Saul Eslake, Economic consultant and former chief economist for ANZ and Bank of America Merrill Lynch in AustraliaMatt McKenzie, Economics writer for The West Australian

In this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking incremental alpha, differentiated yields, and enhanced diversification in their portfolios, and Paul shares his expertise on how they're turning to alternative investments to meet these needs. The conversation delves into portfolio construction, market outlook, and the drivers of advisor adoption. As someone working closely with advisors, Paul offers valuable insights into the strategies and challenges of integrating alternative investments into portfolios. Paul Jodice is Co-Head of the Global Investment Manager Analysis (GIMA) team, which provides manager analysis and due diligence on alternative and traditional investment strategies. As co-head, Paul primarily leads the evaluation and manager selection for alternative strategies. Previously, he was an investment officer and head of the Private Equity research team within the GIMA group. Paul joined Morgan Stanley Wealth Management in 2017. He began his professional career with Cambridge Associates (Boston/Singapore) in 1999. He joined Merrill Lynch in 2006, the Abu Dhabi Investment Company - Invest AD (Abu Dhabi, United Arab Emirates) in 2007 and Bank of America Merrill Lynch in 2015. Paul graduated from Babson College with a BS in Investments and Economics. He received his MBA from the Olin Graduate School of Business at Babson College. Resources: Paul Jodice | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Parker Weil is Executive Managing Director, Co-Head of Global Corporate and Investment Banking Coverage at TD Securities (TDS), and sits on the CIB Executive Management Committee. He is responsible for overseeing the business' global strategy, managing key relationships, and leading high-profile transactions to drive business growth and market expansion.   Prior to this, Parker was the Co-Head of the Financial Sponsors Group which manages the firm's relationships with Private Equity firms, Family Offices, and Independent Sponsors. He has over 30 years of experience providing M&A advice and capital raising services to companies in the manufacturing, energy & power, and business services industries. Prior to TD Cowen, Parker served as Managing Director and head of the Industrials and Natural Resources investment banking group for Stifel Financial Corp. He previously held roles at Bank of America Merrill Lynch and Salomon Brothers. Parker currently serves on the Board of Directors of 180 Degree Capital Corp. He has also served on Clean Energy Fuels and on the Board of Trustees of the Ridgewood Lacrosse Association.   Parker holds a BA in Economics from the University of Pennsylvania and an MBA from the Kellogg Graduate School of Management at Northwestern University.

Jin Kwon is Co-founder and Chief Strategy Officer at Saga.xyz, a Layer-1 protocol for launching other Layer-1s, focused on web3 game development. With experience spanning engineering, investment banking, and blockchain, Jin leads Saga's long-term strategy, including token economics and exchange integrations. His career includes roles at Intel, Bank of America Merrill Lynch, and Centerview Partners before becoming Vice President of Corporate Development at Tendermint, where he played a key role in productizing Cosmos technology. Jin excels at simplifying complex blockchain concepts for developers and end-users. At Saga, he's focusing on providing scalable, low-cost infrastructure for web3 developers, comparing their service to AWS's impact on cloud computing. Jin aims to enable mainstream adoption of blockchain technology, especially in gaming and high-volume, low-value transactions. His ability to connect advanced technology with practical applications drives Saga's mission to create the future developer environment.

Jin Kwon is Co-founder and Chief Strategy Officer at Saga.xyz, a Layer-1 protocol for launching other Layer-1s, focused on web3 game development. With experience spanning engineering, investment banking, and blockchain, Jin leads Saga's long-term strategy, including token economics and exchange integrations. His career includes roles at Intel, Bank of America Merrill Lynch, and Centerview Partners before becoming Vice President of Corporate Development at Tendermint, where he played a key role in productizing Cosmos technology. Jin excels at simplifying complex blockchain concepts for developers and end-users. At Saga, he's focusing on providing scalable, low-cost infrastructure for web3 developers, comparing their service to AWS's impact on cloud computing. Jin aims to enable mainstream adoption of blockchain technology, especially in gaming and high-volume, low-value transactions. His ability to connect advanced technology with practical applications drives Saga's mission to create the future developer environment.

Emily Kircher-Morris welcomes Sumit and Viraj Dhanda, a father-son duo who are working to update and rethink norms around communication, intelligence, and inclusion. Viraj is a nonspeaking autistic student who was diagnosed with autism and apraxia as a young child. Viraj and his father, Sumit, talk about their journey navigating the challenges and misconceptions surrounding non-verbal communication, the impact of apraxia, and the importance of presuming competence. Viraj shares his personal experiences through a communication tool, and tells the story of when he and his father discovered his unique condition. TAKEAWAYS Many non-speakers have apraxia of speech. Potential can be missed when you fail to presume competence in non-speaking people. Typing can be a transformative communication tool for non-speakers. Misconceptions about non-verbal communication can be damaging. Advocacy and persistence can lead to breakthroughs in education. Parents should explore all communication options for their children. Non-speaking people can and do have rich, complex thoughts. Education systems should rethink expectations for non-speakers. Emerging technologies offer hope for non-speaking people. Viraj and Sumit Dhanda are a father-son duo reshaping the conversation around communication, intelligence, and inclusion. Viraj, a nonspeaking autistic student admitted to MIT's Class of 2029, was diagnosed with autism and apraxia in early childhood. Through typing, he broke through profound communication barriers and revealed extraordinary strengths in mathematics, writing, and critical thinking. His poetry and essays offer rare insight into the inner world of nonspeaking autistics and have been featured by The Boston Globe, CBS Evening News, and NPR's Here & Now. Sumit, a finance professional and former executive at Bank of America Merrill Lynch, Citadel Securities, and Evercore ISI, now dedicates much of his time to advocacy and storytelling alongside his son. With a PhD in Electrical Engineering from Stanford and graduate degrees from Dartmouth and BITS Pilani, Sumit brings a unique lens to the conversation. Together, they are co-authoring a memoir that weaves their two perspectives into one powerful narrative—challenging assumptions and expanding what we understand about neurodiversity and human potential. BACKGROUND READING Twitter/X, Instagram, Facebook, LinkedIn If you'd like members of your organization, school district, or company to know more about the subjects discussed on our podcast, Emily Kircher-Morris provides keynote addresses, workshops, and training sessions worldwide, in-person or virtually. You can choose from a list of established presentations, or work with Emily to develop a custom talk to fit your unique situation. To learn more, visit our website. The Neurodiversity Podcast is on Facebook, Instagram, BlueSky, and you're invited to join our Facebook Group.

Neil Dutta recently caught up with Michelle Meyer, Chief Economist at the MasterCard Economics Institute. From her perch at MasterCard, Michelle has a front seat to the US consumer. In this episode of the RenMac Legends Podcast, we talk about consumer trends and what's driving the recent strength, the benefits of large private sector data sets given the data fog due to the government shutdown, and a get into a bit of a back and forth on housing as well.Michelle was a former colleague of mine at Bank of America Merrill Lynch under Ethan Harris and then ran the US Econ Team at B of A before heading to MasterCard. Here's our conversation:

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

Sandyford Business District (SBD) is a Business Improvement District representing 1,000 companies, covering industries like IT and Communication, MedTech, Fintech, Energy tech, Automotive tech, Education and Childcare, Hospitality, Retail and Leisure. It is home to marquee names like Mastercard, Microsoft, Bank of America Merrill Lynch, Meta, Google, BNP Paribas, AIB, Avant Money and Cubic Telecom among a host of other companies, and works closely with government, local authorities and industry leaders to advocate for infrastructure and investment. Ger Corbett has a wealth of experience and insight into business advocacy, infrastructure and planning development, and investment and policy promotion. As CEO since 2022, he guides SBD's strategic focus- to serve as a cutting-edge example of collaborative improvement for businesses and their surrounding communities alike, and to position the district as a leading European business destination. This is the 60th episode in the Davy podcast series ‘Everyday Business with Aidan Donnelly' with special guest Ger Corbett, CEO of Sandyford Business District.

Sri takes the show to Oslo, Norway

As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm's institutional client base understand the complex risk dynamics that impose themselves on today's markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning signs for US equity markets.Our discussion first considers the recent SPX vol event, which, from a short-term severity standpoint, Ben puts in a category with the GFC and Covid. He further makes the point that since the Tariff uncertainty was self-imposed, it was as if we were in the midst of the Covid crisis but already had the vaccine in hand.We then explore the work that Ben and his team have done on the concept of fragility. Here, he argues that the speed and magnitude of vol spikes, flash crashes and tantrum in markets has increased. In fact, in US single stocks, he suggests that fragility is at an all-time high with the reaction to earnings faster and more violent. Two factors may be playing a role. First, there is substantial crowding in certain risk exposures, like large cap tech. And second, liquidity provision, increasingly electronic in nature and sometimes rapidly withdrawn during times of stress.Lastly, we discuss the history of innovation and how investors have generally pulled forward the benefits of path-breaking new technologies, leading to asset price bubbles. Here, Ben is thinking about right tail risk and how important optionality may be in hedging the risk that the AI bubble could inflate substantially.I hope you enjoy this episode of the Alpha Exchange, my conversation with Ben Bowler.

German is a practitioner of "mixed cognitive arts" building modern brands across a full spectrum of categories (with a leaning toward health, pharma, wellness, beauty, finance, insurance, food, hospitality, sports and automotive).A Silicon Valley-trained entrepreneur and thought leader applying ingenuity and leading methodologies to simplify marketing challenges using human insights, cultural trends, lateral thinking and new technologies.A passionate advocate for anthropology bringing ethnographies, artificial intelligence, expert crowdsourcing and cultural computing to advertising, media, innovation and corporate strategy. A client-savvy executive building long-lasting client relationships and driving high-profile pitch wins and account retention for agencies.A visionary team architect mentoring talent, rejuvenating culture and shaping the future of the Strategy & Planning discipline.Feeling at home in both disruptive and mainstream agencies with a preference for the former.Brands: Procter & Gamble, Unilever, Intel, NASDAQ, Ask.com, Creditcards.com, Ely Lilly, AMGEN, Novartis, Pfizer, Otsuka, Kyowa Kirin, Ipsen, Stryker, Foundation Medicine, National Jewish Health, Weight Watchers, Bank of America/Merrill Lynch, American Family Insurance, Emblem Insurance, Volvo, Volkswagen, Honda, Lufthansa, Expedia, L'Oreal, Estee Lauder, Erno Laszlo, Victoria's Secret, RadioShack, Best Buy, CVS, Burger King, Domino's Pizza, Wendy's, Miller Coors, Brown Forman, Kahlua, Nike, Pearl Izumi.

In this episode of the Power of the Ask podcast, hosts Lisa Zeiderman and Precious Williams reconnect with investor, writer, and facilitator Nirupa Umapathy. Nirupa explores the significance of embracing life's transitions and advocating for your financial value. Discover how learning to say “no” and understanding your financial landscape can empower you to ask for and receive what you truly need.Key Takeaways:Community is Crucial: In times of chaos and division, the strength of your network and the people around you is paramount for support and growth.Seven-Year Cycles of Change: Recognize and embrace the natural rhythms of significant shifts and evolutions in your life and career.Advocate for Your Worth: Never undervalue yourself or index your expectations to the lowest baseline; aim for compensation and recognition that reflect your true value.Financial Literacy is Foundational: Understand your cost of living, liabilities, and the levers you can control in your financial life.Timing and Context in Asking: Be mindful of when and how you make an ask, always considering the context and the other person's perspective.Become a Champion Receiver: Recognize and actively work against societal conditioning that may prioritize giving over receiving, particularly for women.------About Nirupa:Nirupa Umapathy is an independent SG-focused investor, writer, facilitator, and classical Pilates teacher. A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life around joy and creativity. Nirupa founded Salons for Life, a community fostering connection through unstructured play, and writes on empowered transitions. She also curates a unique alternatives portfolio, drawing on her financial expertise. Nirupa holds a B.A. in Anthropology and Economics from Smith College.Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInNirupa Umapathy LinkedIn 

In this episode of Sloanies Talking with Sloanies, host Christopher Reichert, MOT '04, sits down with Raafet Azzouz, SFMBA '24, to explore his remarkable journey from a small town in Tunisia to global finance and entrepreneurship. Azzouz shares how his early love for mathematics and humanities shaped his academic path through France, ultimately leading to senior roles at major financial institutions like JP Morgan and Bank of America Merrill Lynch. Despite his successful Wall Street career, he felt the need for a deeper sense of purpose, prompting his decision to step back, pursue impact-focused ventures, and enroll in the MIT Sloan Fellows MBA program.Azzouz speaks candidly about the challenges and strengths of the immigrant experience—resilience, adaptation, and resourcefulness—which inspired his New Colossus Project. This initiative tells the stories of first-generation immigrant trailblazers in America, aiming to reframe the narrative around immigration and highlight its immense contributions to innovation and entrepreneurship. He also discusses how MIT Sloan became a space for personal transformation, where he stepped outside his comfort zone through courses in leadership, improvisation, and social media, all while reflecting on his identity and future direction.Throughout the conversation, Azzouz emphasizes the value of risk-taking, lifelong learning, and giving back to community. His evolving definition of success now centers on impact, connection, and legacy rather than titles or accolades. This episode is a powerful reflection on navigating change, finding one's voice, and the importance of institutions like MIT Sloan in shaping not just careers, but lives.Support the showThanks for listening! Find more episodes on our website Sloanies Talking with Sloanies. Learn more about MIT Sloan Alumni on X (Formerly known as Twitter), Facebook, Instagram, Threads, and LinkedIn. To support this show or if you have an idea for a topic or a guest you think we should feature, drop us a note at sloanalumni@mit.edu© MIT SLOAN SCHOOL OF MANAGEMENT

In this special episode of the Your Next Mission® video podcast celebrating Black History Month, SMA Tilley sits down with CSM (R) Tonya Oxendine and COL (R) Dave Leach, Vice President, Leader Development Consultant at Bank of America Merrill Lynch. They discuss the significance of honoring African American heritage and the profound impact it has on our collective understanding and appreciation of their contributions to society.

Matt Cohen welcomes Niklas Halusa, Co-Founder and CEO of Nautical Commerce, to explain how his company makes starting and running marketplaces easier. Niklas shares lessons from his venture capital experience, how to choose the right customers, and why marketplaces succeed or fail. He also talks about fundraising, managing growth, and what startup founders can learn from Formula 1 racing.About Niklas Halusa:Niklas Halusa is the Co-Founder and CEO of Nautical Commerce, where he has led the company since September 2023 after serving as its President for over three years. At Nautical, he focuses on simplifying marketplace creation and advancing digital commerce solutions.Before starting Nautical Commerce, Niklas worked on the investment team at Activant Capital, a firm specializing in commerce and technology-focused growth-stage businesses. Prior to Activant, Niklas held leadership roles at Turvo Inc., a supply chain collaboration platform which was acquired by Lineage Logistics for over $200 million. Earlier in his career, he worked in investment banking at Bank of America Merrill Lynch and at eToro.Niklas earned a Bachelor's degree in Economics from Harvard University.Topics:(01:15) Niklas shares his upbringing across Europe, his time in the U.S., and how his international background shaped his career(02:17) Niklas discusses his early work at Activant Capital, how he stumbled into venture capital, and what drew him to marketplace technology(05:56) The challenges and inefficiencies in marketplace infrastructure that inspired the creation of Nautical Commerce(08:00) Why startups should focus on their ideal customer profiles (ICP), how the wrong customers can harm growth, and why it's crucial to say no(11:45) Niklas explains how marketplaces evolve, why there's still room for new entrants, and how niche players can disrupt legacy platforms like Amazon(18:06) The experience of raising $30 million during the COVID-fueled e-commerce boom, and the importance of finding investors who align with your vision(25:00) Creative ways marketplaces can make money, such as seller subscriptions, logistics services, and data-driven value-adds beyond basic commissions(30:00) How marketplaces can use search data and customer insights to increase sales, attract more buyers, and better serve sellers(33:00) Strategies for reducing churn and building long-term trust in marketplaces by focusing on supplier quality and buyer-seller stickiness(37:00) Lessons from Formula 1: the value of focusing on one problem at a time, resource prioritization, and how it applies to running startups(41:00) Advice for founders: Test your idea while keeping your day job to gain conviction before fully committing to entrepreneurshipFast Favorites:* Favorite Podcast: How I Built This and F1 Beyond the Grid* Favorite Newsletter or Blog: Stratechery* Favorite Tech Gadget: Eight Sleep Pod,* Favorite New Trend: Antitrust movements, particularly those supporting small businesses* Favorite Book: Children of Time by Adrian Tchaikovsky* Favorite Life Lesson: “Success is going from failure to failure with no loss of enthusiasm.”Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Send us a textWomen can expect to live five years longer than men. How are you going to make the best of it? Longevity. The concept itself has been around for a very long time - gaining traction as a "buzzword" in recent decades. It has now evolved into a lifestyle movement. Our guest on today's episode of the Ageless Glamour Girls Podcast is a longevity expert is all over that, and has been so for a long time. And Maddy Dychtwald has put all of her knowledge into a phenomenal new book - a national bestseller: "Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan."We are in the midst of a longevity revolution. And that's particularly true for women: *Women can expect to live five years longer than men *A 50-year old woman will live an average of 35 more years. *Women comprise 80% of centenarians, now the fastest growing segment of the world's population. But despite these incredibly hopeful statistics showing how women are living longer, women are not necessarily living well.BIO: Maddy Dychtwald Recognized by Forbes as one of the top fifty female futurists globally, for nearly 40 years, Maddy Dychtwald has been deeply involved in exploring all aspects of the age wave and how it's fundamentally transforming our lives and the world at-large. This has led her to become a national best-selling author, acclaimed public speaker, and thought leader on longevity and aging, health, wellness, and the new retirement. Maddy co-founded Age Wave, the world's leader in understanding and addressing the far-reaching impacts of longevity and our aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products.With women at the forefront of the longevity revolution, Maddy has dug deep into their specific longevity-related wants, needs, challenges and opportunities. As a researcher and social scientist, she has led numerous acclaimed studies, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. In addition, she has been involved in more than 25 thought leadership research studies worldwide on longevity, aging, retirement, health and wellness, family and social connections, purpose, caregiving, finances, and leisure, which have cumulatively garnered more than twenty billion media impressions. As a blogger and member of The Wall Street Journal's Expert Panel, Maddy's posts on leadership, wealth management, and financial planning have topped the most-read lists. Her insights and research have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, Fox Business News, CNBC, and NPR.https://maddydychtwald.com/  Instagram:@maddydychtwalSupport the showwww.linkedin.com/in/marqueetacurtishaynes www.agelessglamourgirls.com https://www.youtube.com/@agelessglamourgirls Instagram and Facebook: @agelessglamourgirlsFacebook: https://www.facebook.com/agelessglamourgirlsPrivate (AGG) FB Group: The Ageless Café: https://www.facebook.com/groups/theagelesscafeTikTok: @agelessglamourgirlsPodcast Producers: Purple Tulip Media, LLC and WEG Media Group, LLC

Discover how a former Wall Street executive found resilience and purpose by embracing ESG investing and prioritizing personal values. In this episode of “The Power of the Ask,” Nirupa Umapathy shares her inspiring journey from the high-pressure world of finance to a life grounded in joy and creativity.A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life and founded Salons for Life, which empowers individuals to be agents of compassionate change throught art and storytelling. Join Nirupa and Co-Hosts Lisa Zeiderman and Precious Williams as they discuss:Transcending Trauma: Hear how she overcame challenging experiences from her upbringing in India and demanding work environments to cultivate deep self-compassion and build a strong, supportive community.AlignIng Investments With Values: Learn how she incorporates ESG principles into her portfolio, prioritizing companies with ethical leadership and sustainable practices – without sacrificing financial performance.Redesigning a Life Around Joy: Uncover the secrets to creating a life that prioritizes well-being, creativity, and making a positive impact on the world.Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInNirupa Umapathy LinkedIn 

This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.What happens when personal tragedy collides with professional life? Join us as we sit down with Scott Kelley, a leading figure in the retirement plan industry, who opens up about the heart-wrenching moment he learned of his brother's suicide during an intense work schedule. Scott's story is a powerful exploration of how unexpected loss can deeply impact both personal and professional spheres. He shares not only his immediate reaction and the crucial role his wife played in those first harrowing moments but also the enduring effects of this tragedy on his day-to-day life.In part two, Scott takes us through the emotional labyrinth of suppressing grief while striving to maintain a strong facade at work. The combination of job loss and the isolation of the COVID-19 pandemic forced him to confront long-ignored emotions. He offers a candid look at his journey through therapy, emphasizing its pivotal role in his ongoing healing process. By sharing his metaphorical unpacking of emotions likened to boxes in his office, Scott provides an honest and relatable reflection on the challenges of personal growth. This episode is a profound reminder of the necessity of empathy and support in the workplace, making it essential listening for anyone dealing with similar struggles.Guest Bio:Scott joined Federated Hermes in 2022 as a Vice President/Senior RetirementConsultant with 20 years experience working in the financial industry. Prior to hiscurrent role with Federated, he was at Bank of America Merrill Lynch as a VicePresident, Employee Benefits Specialist. He helped advisors in his assignedterritory drive retirement plan business and worked closely with their bankingpartners to integrate retirement plans into the business model. Prior to that hewas Vice President, Senior Retirement Consultant at OppenheimerFunds, Inc.where he managed the DCIO territory on the West Coast.Scott attended Oregon State University and has a Bachelor of Science in BusinessAdministration.Scott dedicates his time and energy to provide retirement plan advisors withstrategies that will help them save time, and grow their practice.Connect with Scott:https://www.linkedin.com/in/srkelley/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

In this episode, we chat with Peter Bell, founder and CEO of Cardean Bell, a leading M&A boutique advisory firm. With 24 years at top investment banks like Bank of America Merrill Lynch, Lehman Europe, and Nomura, Peter has advised on over $100 billion in transactions across every industry sector. In 2016, he launched Cardean Bell to offer a more personalised approach to M&A and IPO advisory.Join us as Peter shares his journey from global banking to running a boutique, the value Cardean Bell provides to clients, and why companies choose boutique firms over bulge bracket banks. He also offers career advice for aspiring investment bankers, including how to stand out as a young analyst and when to consider moving from a big bank to a boutique.Whether you're eyeing a career in banking or just curious about the industry, this episode is packed with insights, stories, and practical tips from one of the industry's most experienced leaders. Don't miss it!*****Introductions (2:12)University experience (3:37)Peter's early career (5:02)Moving from junior to senior roles (7:32)Is it possible to fast-track a banking career? (9:20)Heading up the UK M&A team at Bank of America (12:36)Wanting to start your own firm (13:29)How is Cardean Bell unique? (18:05)The importance of accountancy skills (26:06)How Macro impacts deal making (29:29)Current state of play (32:36)The art of timing a deal (38:17)How AI will impact the industry (40:36)What makes a perfect analyst (46:07)Bulge bracket vs boutique route (47:46)Most memorable interview question (51:15) Hosted on Acast. See acast.com/privacy for more information.

Recognized by Forbes as one of the top fifty female futurists globally, for nearly 40 years, Maddy Dychtwald has been deeply involved in exploring all aspects of the age wave and how it's fundamentally transforming our lives and the world at-large. This has led her to become an award-winning author, acclaimed public speaker, and thought leader on longevity and aging, health, wellness, and the new retirement.   Maddy co-founded Age Wave, the world's leader in understanding and addressing the far-reaching impacts of longevity and our aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products.   With women at the forefront of the longevity revolution, Maddy has dug deep into their specific longevity-related wants, needs, challenges and opportunities. As a researcher and social scientist, she has led numerous acclaimed studies, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. In addition, she has been involved in more than 25 thought leadership research studies worldwide on longevity, aging, retirement, health and wellness, family and social connections, purpose, caregiving, finances, and leisure, which have cumulatively garnered more than twenty billion media impressions. As a blogger and member of The Wall Street Journal's Expert Panel, Maddy's posts on leadership, wealth management, and financial planning have topped the most-read lists. Her insights and research have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, Fox Business News, CNBC, and NPR.   Maddy has written four books, including the award-winning Cycles: How We Will Live, Work, and Buy, Influence: How Women's Soaring Economic Power Will Transform Our World for the Better, and the children's/young readers' book Gideon's Dream: A Tale of New Beginnings. Her highly anticipated new book, Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, (Mayo Clinic Press, May 2024) will provide an insider's guide to living better longer, covering everything from fitness and nutrition to hormones and ageism, from sleep to purpose, from navigating the healthcare system to the role of finances.   Over the years, Maddy has herself become part of the age wave and has experimented personally with how to increase her own healthspan, brainspan, and lifespan. She is a co-founder of the non-profit Women Against Alzheimer's and serves as a board member of the non-profit BrightFocus Foundation, which funds cutting-edge research to cure diseases of the brain and eye. She is also a lead partner for Portfolia in the Active Aging and Longevity 2 Fund.   Maddy and her husband Ken were awarded the prestigious Esalen Prize for their outstanding contributions to advancing the human potential of long-lived men and women worldwide. An empty-nester, she is highly involved with her adult children and her granddog.

Have you ever wanted to step into something new in your career? Make a big change? Have you let fear hold you back? In this episode we're talking to Michelle Shanley about stepping into change and saying yes to fear. As Global Head of Strategic and Key Accounts, Michelle Shanley leads a global team of senior account managers for MSCI. Prior to her current role, she served as Head of Americas Strategic Accounts and Asset Owner and Investment Consultant Coverage. Michelle joined MSCI in 2003, bringing over 10 years of institutional sales and trading experience; spanning Bank of America (Merrill Lynch), Citigroup, and Goldman Sachs. Michelle holds an MBA in Finance from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Communications from the University of New Hampshire. She sits on the U.S. board of Women in ETFS and is actively involved in Partners in Development (Haiti), a non-profit organization focused on helping impoverished communities attain independence and whole-life development. Michelle lives with her family in Maine on a beautiful pastoral property. Kristine Delano guides the conversation about how to think practically about fear and when to say yes.  This episode features a special cameo by Diane E. Samson. Diane is the author of the Young Adult Fantasy series, Gems of Fire.  Check out Diane E. Samson's Gems of Fire series. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Brad is a Partner of LMP and a member of its Investment Committee. He joined the firm in 2009. Prior to LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm's investment banking clients. Previously, Brad was an Assistant Vice President in Bank of America's Finance Group. Brad began his career in a strategic advisory group within Wachovia Corporation.   Brad is currently a member of the Boards of Directors of ACU-Serve, Omni Healthcare Financial, Pathstone, S&S Health, SRS Acquiom and STP Investment Services, and previously served on the boards of Commercial Credit Inc., First Allied Holdings Inc. and LSQ Funding.   Brad received an M.B.A. with a concentration in Finance and Accounting from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.  

In wealth management, innovation, disruption, and change are accelerating at an unprecedented rate. For bold and curious advisors, this era presents a great opportunity to redefine the future of wealth management. By embracing new technologies and fostering a spirit of change, wealth management can transform into a destination for the next generation and solidify advisors' role as navigators and trusted guides for people seeking a secure financial future. In this episode, Jack talks with Jay Link, Managing Director and the Head of Fiduciary Programs and Platforms at Bank of America Merrill Lynch. Jay is a wealth management executive with broad experience and success at top global Fortune 50 organizations. He currently leads a dynamic team responsible for all aspects of a $1.2 trillion multi-channel investment advisory business with an annual revenue of $10+ billion. Jay shares his background and career journey with Jack, from his humble beginnings to his current role at one of the leading advisory firms in the industry. He discusses the initiatives and innovations his team is working on to support advisors and enhance client experience. Jay also shares his insights on the future of the wealth management industry, the evolving role of advisors, and the exciting opportunities and advancements happening in the industry. Key Takeaways [01:21] - Jay's background and career journey. [05:55] - Innovating financial services through technology and client value. [10:04] - Embracing change and innovation in wealth management. [11:56] - Leadership, listening, and team development in the workplace. [15:58] - The future of the wealth management industry. [20:07] - Jay's three key takeaways. [22:02] - Jay's passion outside of work. Quotes [10:33] - "Think about the pace of wealth creation, wealth transfer, Peak 65, and longevity challenges, all of which point to a massive opportunity and arguably the biggest bull market for advice. People need us, and we have the unique ability to help them navigate all of this. Wealth management can and will become a destination for young people entering the workforce." ~ Jay Link   [16:20] - "No matter where they practice, the role of the advisor will continue to evolve well beyond investments. That's going to drive the formation of large, sophisticated teams. To stay competitive, advisors need specialization and capacity to grow to serve more family households and diversity to better address the multi-generational wealth transfer and societies we serve." ~ Jay Link [20:22] - "There's never been a better time to be in the wealth management industry. And there's so much change, creating compelling opportunities for the bold and the curious." ~ Jay Link Links  Jay Link on LinkedIn Bank of America Merrill Lynch Morgan Stanley J.P. Morgan Asset Management Premium Access Strategies Money Management Institute Horizon Investments John Drahzal BNY Mellon Charles Schwab Vanguard Edward Jones Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

No episódio 59 do podcast "Skin in the Game", Renato Breia recebe Fernando Ferreira, Estrategista-Chefe e Head de Research da XP Investimentos. Ferreira possui uma vasta experiência como analista de ações de empresas de consumo, agronegócios, mineração, siderurgia e estratégia, tendo atuado por 16 anos no Bank of America Merrill Lynch antes de se juntar à XP em 2020. Ao longo do episódio, a conversa aborda o cenário macroeconômico atual e discute como os investidores estrangeiros veem o Brasil. Ferreira compartilha sua visão sobre a possível queda da Selic e debate a importância da âncora monetária versus a âncora fiscal. Além disso, ele aponta quais são as melhores ações para investir no Brasil atualmente. Outros tópicos incluem a viabilidade de investir em Petrobras e Prio, as melhores ações do setor de utilities e se ainda existem oportunidades promissoras no setor de varejo. Não perca essa análise detalhada com um dos maiores especialistas do mercado.

There are a lot of variables to consider in planning for retirement. A big one is longevity. We don't know how long we'll live, but we should plan for a long life. But there's more to consider than just our lifespan. Rejoining us is Maddy Dychtwald, co-founder of Age Wave, to discuss her new book Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, a guide to living better longer by proactively attending to your healthspan, your brainspan and your wealthspan. Maddy Dychtwald joins us from California. _________________________ Bio Recognized by Forbes as one of the top fifty female futurists globally, for nearly 40 years, Maddy Dychtwald has been deeply involved in exploring all aspects of the age wave and how it's fundamentally transforming our lives and the world at-large. This has led her to become an award-winning author, acclaimed public speaker, and thought leader on longevity and aging, health, wellness, and the new retirement. Maddy co-founded Age Wave, the world's leader in understanding and addressing the far-reaching impacts of longevity and our aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products. With women at the forefront of the longevity revolution, Maddy has dug deep into their specific longevity-related wants, needs, challenges and opportunities. As a researcher and social scientist, she has led numerous acclaimed studies, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. In addition, she has been involved in more than 25 thought leadership research studies worldwide on longevity, aging, retirement, health and wellness, family and social connections, purpose, caregiving, finances, and leisure, which have cumulatively garnered more than twenty billion media impressions. As a blogger and member of The Wall Street Journal's Expert Panel, Maddy's posts on leadership, wealth management, and financial planning have topped the most-read lists. Her insights and research have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, Fox Business News, CNBC, and NPR. Maddy has written four books, including the award-winning Cycles: How We Will Live, Work, and Buy, Influence: How Women's Soaring Economic Power Will Transform Our World for the Better, and the children's/young readers' book Gideon's Dream: A Tale of New Beginnings. Her highly anticipated new book, Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, (Mayo Clinic Press, May 2024) will provide an insider's guide to living better longer, covering everything from fitness and nutrition to hormones and ageism, from sleep to purpose, from navigating the healthcare system to the role of finances. Over the years, Maddy has herself become part of the age wave and has experimented personally with how to increase her own healthspan, brainspan, and lifespan. She is a co-founder of the non-profit Women Against Alzheimer's and serves as a board member of the non-profit BrightFocus Foundation, which funds cutting-edge research to cure diseases of the brain and eye. She is also a lead partner for Portfolia in the Active Aging and Longevity 2 Fund. She is also a lead partner for Portfolia, a collaborative women-focused investment platform in their “Active Aging & Longevity Fund 2. Maddy and her husband Ken were awarded the prestigious Esalen Prize for their outstanding contributions to advancing the human potential of long-lived men and women worldwide. An empty-nester, she is highly involved with her adult children and her granddog. ____________________________ For More on Maddy Dychtwald Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan Age Wave

"Inflation is on a glide path lower." Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there's a sense of optimism in the air.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group discuss economic insights with Neil Dutta, Head of Economics, RenMac LLC. Neil challenges the consensus on slowing economic growth and dismisses long and variable lags in monetary policy. The trio also explores the role of real-world indicators, the impact of commodity shocks, and the Federal Reserve's actions on the economy. They delve into entrepreneurship, productivity, and the potential of AI in investing.Neil discusses: The economy and fiscal responsesReal-world indicators of economic activityCurrent market conditions and economic indicatorsConcerns about lack of positioning for upside risk scenariosPotential impact of AI on productivity and investingAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.comTalking Macro with Neil Dutta (Ep. 47)Live on Leap Day with Facts vs FeelingsRenMac PodcastConnect with Neil Dutta: Renaissance Macro ResearchLinkedIn: Neil DuttaConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout Our Guest:As Head of Economic Research, Neil Dutta leads RenMac's macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.Neil appears frequently in the financial press, representing the firm on Bloomberg, CNBC, and Fox Business. He has been quoted by the Wall Street Journal, Financial Times, Associated Press, and has been featured in the New York Times for his out-of-consensus economic views on a host of topics including employment, consumption, inflation, and housing.A business economist with 2 decades of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor's degree, double majoring in Economics and Political Science.In his spare time, Neil tries to entertain his three kids. When he is not at his desk, or with his kids, Neil is traveling somewhere with his wife, Puja. The couple currently resides in New Jersey after spending many years in Brooklyn.

On this episode of Women @ RopesTalk hosted by health care partner Christine Moundas, capital solutions & private credit partner Jennifer Harris interviews Morgan (Dean) O'Neill, a distinguished portfolio manager and managing director at Sound Point Capital Management. Morgan provides a glimpse into her remarkable journey, tracing her career trajectory from an investment banker at Bank of America Merrill Lynch to her current role overseeing the capital solutions group at Sound Point. The discussion delves into the challenges she has faced, such as unexpected shifts in leadership, and how those moments became pivotal opportunities for personal and professional growth. Throughout the conversation, Morgan emphasizes the importance of adaptability and networking, sharing practical advice on building and maintaining relationships in the finance industry.

For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served as the firm's Chief US Economist. I had the good fortune of working for and learning from Ethan during his time as Head of Global Economics at Bank of America Merrill Lynch, from where he retired last year.Ethan is a wealth of knowledge, not only for his insights on the economy and Fed watching – but we also get into detail on how he approaches the role of a Wall Street economist and how that compares to the role of an academic. How to separate the noise from signal in the economic data and how to pick your spots against the consensus. To me, he's set the standard for those that have come after him in the business.

This week on the podcast is part two of our interview with Eduardo Placer—actor, Story Doula and Founder of Fearless Communicators®. As a global facilitator, Eduardo has led workshops and spoken with groups at HBO, Google, Bank of America- Merrill Lynch, Yale, The Juilliard School, and the Wharton School of Business. His private clients include Industry Leaders, CEO's of start up companies, UN Diplomats and social activists. Prior to focusing all his energy on Fearless Communicators, he was a professional actor for 15 years, working all over the US in over 38 plays and musicals. If you speak publicly or anticipate you will, this is one podcast you won't want to miss!

This week on the podcast is part one of our interview with Eduardo Placer—actor, Story Doula and Founder of Fearless Communicators®. As a global facilitator, Eduardo has led workshops and spoken with groups at HBO, Google, Bank of America- Merrill Lynch, Yale, The Juilliard School, and the Wharton School of Business. His private clients include Industry Leaders, CEO's of start up companies, UN Diplomats and social activists. Prior to focusing all his energy on Fearless Communicators, he was a professional actor for 15 years, working all over the US in over 38 plays and musicals. If you speak publicly or anticipate you will, this is one podcast you won't want to miss! https://www.fearlesscommunicators.com/

Does this record rally have more room to run? Sofi's Liz Young and Marci McGregor from Bank of America Merrill Lynch give their forecasts. Plus, Apple shares popped on a report that the company is winding down its electric car plans. BakerAvenue's King Lip – an Apple shareholder – gives his instant reaction to the news. And, Occidental Petroleum CEO Vicki Hollub weighs in on Warren Buffett's latest comments about the company. 

Christian Hecker is the Founder and CEO of Trade Republic, the company making it easy and inexpensive for everyone with a smartphone to invest. To date, Christian has raised over $1.3BN for the company from the likes of Sequoia, Founders Fund, Accel and Creandum to name a few. Previously, Christian worked in Bank of America Merrill Lynch's Investment Banking department. Johan Brenner is a General Partner at Creandum. Johan has led Creandum's investments in iZettle (acquired by PayPal for $2.2bn in 2018), Trade Republic, Klarna, Pleo, Neo4J, Vivino and more. Johan was previously a repeat entrepreneur, founding one of the first online brokers in Europe in 1997 (sold to E*TRADE in the US), then JobLine (sold to Monster), Bookatable (Michelin) and Tradera (Ebay). In Today's Episode with Christian Hecker and Johan Brenner We Discuss: 1. Selling 75% of Trade Republic for €600,000: How did Christian come to sell 75% of Trade Republic for €600K? How did Johan and Creandum solve this challenge when they invested? What are some of Christian's biggest pieces of advice on cap table construction? 2. Raising $1.3BN From the Best Investors in the World: What are Christian's biggest fundraising lessons from raising $1.3BN from the best in the world? How did Doug Leone and Sequoia come to lead Trade Republic's round? What was the meeting with Doug like? What questions did he ask? How did it go? How important of a skill does Johan believe being a great fundraiser is for founders? 3. Scaling into Europe's Next Decacorn: What are the single biggest issues that arise when scaling so fast? What breaks first? Does CAC increase with time or decrease? Why did Christian decide to stop paid marketing on Google and Facebook and stop spending $100M+ there overnight? Why is Christian so bullish on influencer marketing? What works? What does not work? 4. Europe: A Hub for Innovation or a Retirement Home: Does Christian believe that young people in Europe work hard enough? What are the biggest challenges to scaling teams in Europe? Why does Johan believe the biggest challenge in Europe is the lack of exit markets? What can Europe do to improve and increase our chances of being successful?

In 2022 and 2023, US IPOs hit decade lows after the record high of 2021. Now, in 2024, will the IPO window reopen?In this episode, we revisit a conversation with Jeff Jordan, former CEO of OpenTable, and J.D. Moriarty, the former Head Managing Director and Head of Equity Capital Markets at Bank of America Merrill Lynch.Joined by Sonal Choksi, the pair takes you behind the scenes to unravel the complexities surrounding IPOs, including pricing, allocations, and the elusive "pop." They also discuss OpenTable's IPO, which occurred immediately following the worst financial crisis since the Great Depression, and weigh in on the question: Can you time an IPO in an unpredictable year? Resources:Find Jeff on Twitter: https://twitter.com/jeff_jordanFind J.D on LinkedIn: https://www.linkedin.com/in/jdmoriartyFind Sonal on Twitter: https://twitter.com/smc90 Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Sam Tabar, CEO, Bit Digital -$BTBT Website: https://bit-digital.com/ Sam's Bio: Mr. Tabar served as Chief Strategy Officer of Bit Digital from 2021 to 2023. Mr. Tabar served as the Co-Founder and Chief Strategy Officer of Fluidity from April 2017 to June 2020. Prior to this, he held the title of Partner at FullCycle Fund which he served from December 2015 to April 2017. Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from February 2010 to April 2011. Prior to this, he was Co-Head of Marketing at Sparx Group from January 2004 to 2010. Prior thereto, he was an associate at Skadden, Arps, Meagher, Flom LLP & Affiliates from September 2001 to January 2004. Mr. Tabar received his Bachelor of Arts from Oxford University in 2000, and received his Master of Law (LL.M.) from Columbia University School of Law in 2001. He was associate editor of the Columbia Law Business Law Journal in 2000, and is a current member of the New York State Bar Association. He holds Series 79 and 63 licenses. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Today I am speaking with Tegan Kline, the new CEO and a Co-Founder at Edge & Node, a core dev team working on The Graph. Tegan's impressive career began on Wall Street working in investment banking, at such notable firms as Barclays and Bank of America Merrill Lynch. However, she left Wall Street in 2017 and went to work full-time in web3. Since then, she's risen to become a thought leader in the industry and has been featured in Forbes, TechCrunch, Forbes, Bloomberg, Fortune, and CNBC.If you're a dedicated listener, you may recall we did an in-depth interview with Tegan in Ep. 3, where she shared a lot about her personal background and professional experiences, her journey into web3, and the fascinating story of how she went to work on The Graph.We're fortunate to welcome Tegan back for another interview, just days after The Graph released a new R&D roadmap, aptly named the 'New Era.' During this interview, Tegan talks about her role as CEO at Edge & Node, the Sunrise of Decentralized Data initiative, the launch of New Era, artificial intelligence, the future of web3, and so much more! Tegan also agreed to support a special AMA for this episode, so during this interview, you might hear a few listener questions. However, a lot more questions were asked than made it into this interview, so we encourage you to visit the show notes for a special ongoing AMA with Tegan, and we'll also be sharing these on our Twitter account, so be sure to follow.Show Notes and TranscriptsThe GRTiQ Podcast takes listeners inside web3 and The Graph (GRT) by interviewing members of the ecosystem.  Please help support this project and build the community by subscribing and leaving a review.Twitter: GRT_iQwww.GRTiQ.com

Join me as I chat with esteemed yogi and photographer, Leo Lourdes, as he explores ways that yoga can help us overcome trauma.Creating Wellness From Within is a podcast devoted to empowering you to live your best life by taking accountability for your own personal wellness … brought to you in part by Integrated Health Systems located in Denver, CO. Women in particular have a tendency to take care of everyone else around them first, while putting their own self care and wellness on the back burner. This podcast is designed to give you actionable advice and tools to help you power up your own wellness journey, and live the best life possible!I am your host, Amy Zellmer. I am editor-in-chief of MN YOGA + Life magazine and author of The Chair Yoga Pocket Guide. Additionally I am passionate about yoga, photography, wellness, and all things glittery! You can find out more about me at www.creatingwellnessfromwithin.comFollow me on: Instagram, Facebook, LinkedIn, and Twitter         Today's guest is: Leo LourdesLeo Lourdes is a globally renowned yoga master and transformational coach who has committed his life to helping clients improve their well-being in their private and professional lives. As the creator of Brahma Yoga and a wellness entrepreneur, he has taught, coached, and shared wisdom with, more than 40,000 people globally, including Elle Macpherson, Donna Karan, Dua Lipa, Helena Bonham Carter, and Oprah Winfrey. At the age of 22, he was the youngest consultant on London's prestigious Harley Street. He is a motivational speaker and a personal coach for business leaders. He has also been a consultant for organizations such as Accenture, Unilever, Disney, Bank of America Merrill Lynch, and Tottenham Hotspur Football Club, as well as the yoga master for Blackstone, an investment company. He has an avid interest in the ecology and biodiversity of the planet, and he spends time in East Africa each year helping protect endangered wildlife and the rights of Indigenous people. He also supports an orphanage in the Himalayas that looks after more than 40 children. In addition to running yoga retreats and wellness festivals globally, he is passionate about songwriting and producing music, climbing mountains, and walking his beautiful beagle, Lamu. Www.ysyoga.co.ukPurchase his photo book: https://amzn.to/47f5HAhConsider supporting the podcast for $5 though BuyMeACoffeeSupport the show

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide clients of all financial shapes and sizes the financial partner they needed to achieve their goals. The Financial Gym is a national, personal financial services company that takes a fitness-inspired approach to its clients' finances. Certified Financial Trainers or your B.F.F. (Best Financial Friend) work one-on-one with clients on a regular basis to teach them financial literacy, how to be accountable for their money, how to make smarter, more strategic decisions about their finances; and most importantly how to have a healthy relationship with money. LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/ Website: https://financialgym.com/ Twitter: https://twitter.com/blonde_finance Instagram: https://www.instagram.com/thefinancialgym/ TikTok: https://www.tiktok.com/@thefinancialgym ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Retire Smarter. Don't miss an episode in this free Retirement School: Follow on Apple Podcasts or  Subscribe: Google Podcasts | Spotify | iHeartRadio | TuneIn | RSS ___________________________ We're living in a new era of longevity with the potential of longer lifespans, healthspans and wealthspans. Maddy Dychtwald, co-founder of Age Wave, joins us to discuss their new report The New Age of Aging and the implications for all of us. Maddy Dychtwald joins us from California. ___________________________ Bio  Recognized by Forbes as one of the Top 50 female futurists globally, Maddy Dychtwald has been deeply involved for nearly 40 years in exploring all aspects of the age wave and how it's transforming the marketplace, the workplace, our world, and our lives. She is an internationally acclaimed author, public speaker, Wall Street Journal blogger, and thought leader on longevity, aging, the new retirement, and the ascent of women. A successful entrepreneur, in 1986 Maddy co-founded Age Wave, the world's leading think tank and corporate adviser on the far-reaching and profound impacts of our global aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products. With women at the forefront of the longevity revolution, Maddy has deeply explored their specific longevity-related wants, needs, and challenges. She has led numerous acclaimed studies on women and money, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. Maddy also served as the national co-spokesperson for an in-depth investigation titled The Four Pillars of the New Retirement: What a Difference a Year Makes, sponsored by Edward Jones. In addition, she has been involved in more than 25 thought leadership research studies worldwide on aging, longevity, retirement, health, family, caregiving, housing, and leisure, which have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, CNBC, and NPR—cumulatively garnering more than 12 billion media impressions. As a member of The Wall Street Journal's Expert Panel on Retirement, Maddy's posts on leadership, wealth management, and financial planning topped the most-read lists for their categories in 2017 and 2018. She is the author of three books, Cycles: How We Will Live, Work, and Buy (voted Book of the Year by the National Community Colleges Association), Influence: How Women's Soaring Economic Power Will Transform Our World for the Better, and the children's/young readers' book Gideon's Dream: A Tale of New Beginnings. Currently she is working on a new book, Ageless Aging: Women's Longevity Bonus and the Art and Science of Living Longer, Better, to be published with Mayo Clinic Press which merges her professional and personal passions. ____________________________ For More on Maddy Dychtwald Age Wave website The New Age of Aging report ____________________________ Podcast Episodes You May Like Breaking the Age Code – Dr. Becca Levy Are You Ready for The New Long Life? – Andrew Scott The Power of Reinvention – Joanne Lipman Advice for Successful Career Women Transitioning to Retirement – Helen Dennis _____________________________ Wise Quotes On Eradicating Ageism "This is really timely. [The report] just came out and we're calling it the New Age of Aging. For that very reason, I've been on this beat for more than 37 years. We've been studying the issues related to longevity and the maturing of the population for an equal amount of time. So we began to see some real shifts taking place, real paradigm shifts. What we're beginning to see is that for one thing, the older population is growing by leaps and bounds. In fact, for the first time ever,

Bloomberg Radio host Barry Ritholtz speaks with Neil Dutta, partner and head of economic research at Renaissance Macro Research. Dutta analyzes global trends and cross-market investment themes. He was previously a senior economist at Bank of America Merrill Lynch and an analyst at Barron's. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment and consumer spending.See omnystudio.com/listener for privacy information.