Podcasts about america merrill lynch

In this What's Next with Aki Anastasiou interview, Altify Founder and CEO Sean Sanders discusses why Altify's alternative investment offerings are a game-changer for South Africans. Sanders is a serial technology entrepreneur with over 15 years of industry experience. He started as an intern at Bank of America Merrill Lynch in 2008, before completing internships at Actis and RMB Private Bank. Sanders then built up an impressive portfolio of experience, having worked as a tech analyst at Sabvest, a portfolio manager at General Pacific Management Services, a fixed-income portfolio manager for Draper Grain Investments, and an investment manager at venture capital firm Knife Capital. He also has several start-ups under his belt, including founding online university application system Application Portal; event-driven proprietary trading firm Sataya; and crypto-asset advisory firm Blocktree Capital. In this interview, Sanders unpacks the Altify platform and highlights its offerings. He explains to viewers what an alternative investment is and how it differs from traditional investment solutions. Sanders then discusses Altify's private credit investment offering. He closes the interview by discussing the minimum amount South Africans can invest with Altify.

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

Welcoming Alesha Hope Chief Executive Officer of the Hawkes Bay Foundation to Purposely. Alesha's career spans corporate finance, fundraising, and philanthropy, all shaped by her early experiences growing up on a family orchard. She has seen firsthand the value of resilience, hard work, and community support—principles that continue to guide her work.Originally from Hawkes Bay, Alesha saw both the challenges and rewards of the primary sector firsthand. Her parent's resilience and dedication to providing opportunities for those who worked with him left a lasting impression. These early experiences shaped her desire to build a career that combined professional skills with a sense of purpose.She first pursued a diploma in Speech and Drama before living in British Columbia and later working in Dublin, Ireland. Her career took a new direction when she moved to Sydney and joined Bank of America Merrill Lynch in corporate access. In this role, she developed the ability to align objectives and create meaningful connections, skills that later became valuable in fundraising.Seeking greater fulfilment, Alesha transitioned to the Sydney Children's Hospital Foundation, where she gained experience in philanthropy and fundraising. Under the mentorship of Lindsay Rice, she developed a deeper appreciation for the sector and a strong commitment to professional fundraising.During the COVID-19 pandemic, Alesha returned to New Zealand and joined Cranford Hospice in Hawkes Bay. There, she played a key role in a capital campaign to build a new hospice facility, deepening her understanding of philanthropy in her home region.Now leading the Hawkes Bay Foundation, Alesha is focused on building a sustainable fund to support the community's diverse needs. The foundation's mission is to foster healthy, thriving, and resilient communities by inspiring a culture of giving and sharing. She is committed to ensuring the foundation grows and adapts to meet the evolving needs of the region.Her leadership style is built on collaboration, transparency, and a strong understanding of the local community. She believes that harnessing the generosity and loyalty of the people of Hawkes Bay is key to the foundation's success. Under her guidance, the foundation aims to build a lasting legacy for future generations.Outside of work, Alesha enjoys spending time with her family and taking part in the community life of Hawkes Bay.

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

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.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.

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

In this insightful episode of The Rainmaker Podcast, host Gui Costin is joined by Doug Keller, Head of Alternative Investments at T. Rowe Price. With a rich background in the financial advisory world, shared by both his parents and himself, Keller brings a wealth of experience from his tenure at reputable institutions like Blue Owl, Pantheon Ventures, and Bank of America Merrill Lynch.This conversation delves into Keller's personal journey, revealing his early life's influence on his career. Growing up in a family deeply entrenched in financial advisement, his transition from a collegiate baseball pitcher to a prominent figure in alternative investments seems almost predestined. Keller's narrative is not just a story of professional success but a testament to the power of long-term relationships and personal growth.The dialogue shifts focus to the importance of teamwork and leadership in the context of sales and investment. Keller's approach to leadership—emphasizing team orientation, individual support, and a strategic balance between generalists and specialists—highlights the critical role of collaborative efforts in achieving sales goals. This approach is particularly evident in T. Rowe Price's management of its extensive portfolio, which necessitates a nuanced understanding of market demands and client needs.Keller's insights into the sales process are both practical and strategic, offering listeners a glimpse into the complexities of fund distribution and the importance of aligning sales activities with overarching business objectives. His emphasis on leveraging Customer Relationship Management (CRM) tools underscores the technological backbone supporting modern sales strategies, facilitating precise tracking and efficient management of sales activities.Moreover, Keller's leadership philosophy is profoundly human-centric, focusing on empowerment, accountability, and the recognition of individual contributions. His belief in transparent communication and setting realistic expectations serves as a guiding principle for nurturing a productive and motivated sales force.This episode not only provides a deep dive into the mechanics of sales and distribution in the investment world but also celebrates the human elements that drive success in this field. Listeners will come away with a richer understanding of the strategies that underpin effective sales leadership, the challenges of managing a diverse portfolio, and the personal qualities that distinguish exceptional leaders in the competitive landscape of investment management.Through Keller's experiences and perspectives, The Rainmaker Podcast once again affirms its commitment to offering valuable insights to sales professionals, enriching their understanding of the industry's dynamics and equipping them with the knowledge to navigate their careers with confidence and strategic acumen.

"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.

Lack of leadership roles and work-life balance are persistent challenges for women in business - Sandyford Business District A lack of leadership roles and work-life balance have been highlighted as the most persistent challenges for women in business, as revealed in a survey carried out by Ireland's largest Improvement District, Sandyford Business District (SBD), coinciding with International Women's Day. Women in business, insights from Sandyford Business District At SBD's annual 'Women Who Lead: Inspiring Voices' event last Thursday, the organisation conducted a survey of almost 100 attendees asking them what their biggest challenges are in business. The results of the research revealed; 41% of attendees identified a lack of leadership roles as the biggest challenge for them; 35% expressed difficulty in achieving a satisfactory work-life balance; The gender pay gap emerged as a concern for 18% of respondents; 6% highlighted a lack of access to opportunities. The findings will only serve to copper-fasten Sandyford Business District's continued commitment to promoting women's voices, while also fostering a supportive and inclusive business community of over 1,000 businesses. Sheila Moore, Deputy Chair and Board Member of Sandyford BID CLG remarked: "While the survey underscores ongoing challenges, it is positive to note the significant representation of women in leadership roles across both multinational corporations and SMEs within the Sandyford Business District. Moreover, the survey indicates that the gender pay gap and access to opportunities are no longer predominant concerns. The district's companies actively foster a supportive work environment, facilitating flexible arrangements such as remote working to promote work-life balance. Our commitment remains steadfast in empowering women to reach their potential and we will continue to organise events that spotlight the accomplishments of dynamic women in the district." About Sandyford Business District Sandyford Business District (SBID) is home to Mastercard, Microsoft, Vodafone, Bank of America Merrill Lynch, Facebook, Google, BNP Paribas and AIB among a host of other companies. The Business Improvement District company, Sandyford BID CLG trading as Sandyford Business District, was established in January 2017 to represent the entire business community in the Sandyford Business District. It provides support for existing businesses within SBID and those looking to relocate and invest in the area. It has achieved considerable progress since its inception. The business clusters in the Sandyford Business District include 118 Information and Communication companies; 99 MedTech companies; 63 Fintech companies; 8 Energytech companies; 27 Autotech companies; 17 Education and Childcare facilities; 49 Hospitality companies; and 117 Retail and Leisure companies. See more breaking stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

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. 

Have you experienced burnout, or know some who has? Today's guest is the remarkable Liz Bradford, a seasoned leader with 20 years of diverse experience, currently serving as the Managing Director of Wholesale Banking at HSBC Asia in Hong Kong and the CEO of Transform Perform. Liz shares candidly about her defining moment in leadership, experiencing burnout not once, but 1.5 times, and the crucial lessons learned from those experiences.Liz emphasizes the importance of embracing discomfort, holding tough conversations, and building resilience, both as an individual leader and within the organizational culture. Our conversation delves into the complexities of driving large-scale transformations, where Liz highlights that 80 percent of successful change is rooted in cultural shifts rather than just technological advancements. Our discussion covers the significance of emotional intelligence, transparency, and setting a north star for organizational success. Join us as we explore the human side of leadership, learning from Liz's journey and uncovering actionable strategies for creating resilient and inclusive organizational cultures. It was an honour to hear Liz's valuable perspectives and lessons in this engaging episode.Guest Bio - Liz BradfordTransform.Perform  https://www.transformperform.org/Book: Life is shortLiz Bradford LinkedinLiz Bradford has 20 years of diverse leadership experience having worked across three continents and at firms spanning HSBC, Bank of America Merrill Lynch and SWIFT. She is currently the Managing Director of Wholesale Banking at HSBC, Asia (based in Hong Kong) and the CEO of Transform Perform, a platform of coaches and workplace wellbeing and development providers to advise and support businesses building more sustainable employee propositions. Her career has ranged from product management to C-Suite roles driving operational excellence, people engagement and technology transformation across teams of 7,500+ in 14 countries, with oversight of U$bn+ P&Ls. Her passion is employee engagement wellbeing and culture, specifically nurturing healthy, inclusive cultures and tackling toxic ones. Examples include: - Leadership of employee resource groups representing 48,000 diverse employees across 60 markets globally - Design and delivery of female talent development programmes across 14 markets, and - Implementation of wellbeing challenges and programmes impacting 5,000+ a year globally. Through Transform Perform she delivers coaching programmes and facilitation for the empowerment of employees, to develop high performing teams, and to inspire people managers to step into enterprise leadership. An ICF accredited organisational and executive coach, a qualified personal trainer and a certified wellbeing coach, Liz regularly speaks on the topics of inclusion, female leadership, wellbeing, busting burnout, stress management, and developing healthy culturesJoin the Mailing List - hear first when new episodes are liveZenith Journey website - leaders aren't born, they're trainedBuy the Delegation Playbook - delegate seamlessly, for better results, without the stressZenith Journey InstagramKate Peardon Linkedin

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?

Show host Gene Tunny interviews Marcos Buscaglia, former head of the Latin America economics team at Bank of America Merrill Lynch, and author of the book "Beyond the ESG Portfolio, How Wall Street Can Help Democracies Survive." Buscaglia argues that, through their investment choices, many investors have inadvertently been supporting autocratic regimes, and he calls for a change in investment practices. Tune in to this thought-provoking episode to learn more about the ultimate impacts of our investments and how Wall Street can contribute to the survival of democracies.Please get in touch with us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored. What's covered in EP225Introduction to the episode. (0:03)Aligning investments with values and democratic growth. (4:32)Autocratic regimes, EU funding, and corruption in Hungary. (9:41)Investing in emerging markets while avoiding autocratic countries. (22:31)Economic sanctions, autocratic regimes, and investment strategies. (28:06)Economics, democracy, and the role of finance.TakeawaysInvesting in autocratic regimes can inadvertently support and strengthen those regimes.ESG (environmental, social, governance) investing should also consider whether countries are democratic.ESG metrics and indices currently do not prioritize democracy as a factor.There are limited investment options that exclude autocratic countries, but investor demand can drive change in this area.Sanctions can be an effective tool in limiting financial support to autocratic regimes.Links relevant to the conversationMarcos Buscaglia's book: Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survivehttps://www.amazon.com/Beyond-ESG-Portfolio-Democracies-Survive/dp/1265115605Thanks to Obsidian Productions for mixing the episode and to the show's sponsor, Gene's consultancy business www.adepteconomics.com.au. Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

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,

Building Tools for the Modern Investor with Tian Yang Trader Chats | September 21st, 2023 Sign Up for our FREE Options Trading Webinar https://options-insight.com/monthly-webinar/ Subscribe below to get access to our full daily Trade Ideas ↴ Free Month of Options Insight https://options-insight.com/products/ Want to start with the free stuff? Sign up to get Imran's regular insights emailed directly to your inbox↴ https://options-insight.com/blog/ Want to take your learning even further and get direct time with Imran, all to yourself? Book your One-On-One With Imran Right Now! ↴ https://www.options-insight.com/one-on-one/ ↓↓↓ Filmed on Monday, September 21st, 2023 Trader Chats returns with another special guest that we are extremely excited to speak with Tian Yang. Tian Yang is Head of Research at Variant Perception, a macroeconomic research group catering to hedge funds, banks and family offices. Tian's work focuses on using proprietary leading indicators to generate actionable (and often contrarian) investment ideas.  Prior to joining Variant Perception in 2014, Tian worked as an equity derivatives trader for Bank of America Merrill Lynch, where he was jointly responsible for building out the delta one global index business.  Join Tian and Imran, founder of Options Insight, in this episode of *Trader Chats*, for a fantastic conversation looking into Variant Perception's fantastic approach. We hope you benefit from and enjoy the conversation. Please give us your feedback and comments! Variant Perception's Links: Twitter | https://twitter.com/VrntPerception Website |  https://www.variantperception.com/ #technicalanalysis #demark #hedgefunds #howtotrade #tradelikeapro #tradelifestyle #learnhowtotrade #protraders #protrading #sentimental   #sentimenttrading #trading #optionstrading   #optionsinsight #macrooptions #sp500     #spx #qqq #volatility #vol #stocks #stonks #macro #volatility #commodities #oil #dollar #usd #thefed #rates #ratehike #alphatrader #theartoftrading #traderchats Get daily actionable macro trade ideas with Options Insight's Macro Options Daily and weekly portfolio construction with Options Insight's Macro Options Overlay. Subscribe to the Options Insight channel for cross-asset summaries and tips about using options overlay strategies to mitigate risk and maximize returns! Keep up with options and volatility dynamics on Options Insight socials! https://twitter.com/options_insight https://www.options-insight.com/ DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight. Building Tools for the Modern Investor with Tian Yang Trader Chats | September 21st, 2023 https://youtu.be/A79oJ_O9nCs 00:00 Welcome Back to Trader Chats 00:30 Intro to Tian 02:25 Intro to Variant Perception 06:00 Tactical Approach 19:45 The Capital Cycle 26:10 Leading Indicators 30:20 Human Overlay 34:00 Future Plans 35:20 Top Books

Conway Ekpo is a former Wall Street lawyer who now thrives in the fintech industry as the Director and Associate General Counsel of Product for fintech startup Brex. He is also an advisor and investor in several minority-owned fintech startups. Conway is the founder of the Black Big Law Pipeline and several other initiatives focused on empowering Black lawyers in the legal profession. His professional experience includes Bank of America Merrill Lynch, Morgan Stanley, and other firms. For show notes and more information, visit paulaedgar.com/podcast. In this episode… Many professionals are solely focused on achieving greater and greater levels of success. Their accomplishments and pride are staked on status, wealth, and influence. These things are all valuable, but established leaders can strive for them. Giving back to the community and helping those in need are privileges of those in leadership. With more resources and connections, established figures are in a prime position to give back. Leaders can be defined and celebrated for their work outside of the office. We can learn from the example of professionals how they fold these concepts into their brands. In this episode of Branding Room Only, Paula T. Edgar sits down with Conway Ekpo, the Director and Associate General Counsel of Product at Brex, to discuss how he elevates and champions others. They discuss the dangers of ego, defining yourself by selflessness, and the underrated tenets of leadership. They also discuss Conway's career, highlighting some of his distinctive qualities and the elements that contribute to his brand.Discover how to transform your women's affinity group into a dynamic force that aligns with your organization's mission and empowers women to thrive in leadership roles. Don't miss this opportunity to reshape the future of women's leadership within your organization.February 13 - 12 to 1 pm ETRegister for Is Your Women's Group Winning? at https://www.paulaedgar.com/events/

Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group's call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for the industry as a whole. In the second half, Bruce and Jeff chat about an analyst from Bank of America Merrill Lynch who spent over $21,000 on his corporate card for ‘adult entertainment'

Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively. With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times.In this episode, Ryan Detrick & Sonu Varghese sit down with Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, to chat about macroeconomics and the current state of the economy. They explore topics such as recession risks, the impact of inventories on GDP, fiscal policy, and the limitations of indicators like PMIs. Neil discusses: An overview of his career, his role at Renaissance Macro Research, and the three core macro verticals they coverThe current state of the economy and the differing opinions on whether a recession is imminentHow inventory restocking can contribute to economic growth and the potential positive feedback loop it createsThe role of fiscal policy in shaping economic outlookThe use of PMIs and other macro indicators in analyzing the marketThe concerns about the Fed prematurely declaring victory and the potential mispricing of the back end of the marketAnd more!Connect with Neil Dutta: LinkedIn: Neil DuttaRenaissance Macro ResearchConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:As Head of Economic Research, Neil Dutta leads the macroeconomic research efforts at Renaissance Macro Research, 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 over 15 years of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor's degree, double majoring in Economics and Political Science.

Episode 22: On today's show I speak with Christian Fromhertz, CEO of Tribeca Trading Group, with over 20 years of experience in the financial industry. Christian was former director and senior ETF trader with Bank of America Merrill Lynch trading for institutional clients and provided risk markets in ETFs. I connect with Christian about trading and he goes into detail about how to stay "1 step ahead" of the market trends and momentum. We talk a little baseball too! Momentum and Trend Trading Technical Trading Volume at Price Indicators: MarketWebs & Market Breadth Macroeconomics: FED & Rate Hikes Inflation Labor Market GDP Bond Market Sectors with Strength Stocks Risk & Market Psychology   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023

Today we are joined by Steve Haggerty, the former Head of Research in both New York and Hong Kong at Bank of America Merrill Lynch before making the move to the Buy-Side, to answer all your questions about Equity Research including: What is Equity Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? and much much more. Steve Haggerty was Head of Research in both New York and Hong Kong  at Bank of America Merrill Lynch before making the move to the Buy-Side, and becoming Head of Research at Moon Capital. Prior to that he worked at General Motors and Schroders Securitues in London before joining Merrill Lynch as an equity analyst in New York and then becoming a research manager.He retired  in 2021 and is now an advisor at Columbia Business School as well as the founder of Interior Lines Research where he helps Sell-Side Researchers learn to be more influential with Buyside clients. He also is working in venture capital in the agtech space and is a hobby farmer in the Hudson Valley.Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

In this episode, Nathan and Ian discuss:   Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance of seeking balance and incorporating diverse perspectives.   Key Takeaways: Master the art of cultivating trust with clients and fellow team members. Delve into the search for harmony in business, sensory input, and personal well-being. Embrace the power of team competition as a springboard for collective achievement. Find ways to remain grounded and steadfast in the face of societal division. Learn why consistent leadership is pivotal in tackling unpredictable challenges. “You want to be the person that the most talented people in the business, not just in your company, want to work for.”  - Ian Muir About Ian Muir Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives.  Connect with Ian Muir: Website: https://advisorservices.schwab.com/content/ian-muir LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/ Twitter: https://twitter.com/Schwab4RIAs Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Bloomfield Hills, MI 48304   Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Wedbush's Dan Ives is calling Alphabet's latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning's Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this market right now. 

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Merrill Lynch, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic Advisory consultancy join Defense & Aerospace Report Editor Vago Muradian to discuss the impact of a potential US debt default on financial markets, holders in American debt and contractors as lawmakers in Washington scramble for a deal, analysis of first 2023 a quarter earnings reports by AerCap, Airbus, Air Lease, Embraer, HII, Leonardo, Rheinmetall, Spirit AeroSystems, and Thales, reports that Airbus might stretch its A220 jetliner as a replacement to the A320 to better compete against Boeing's 737, the Pentagon steps up weapons production with its latest $1 billion contract for more Javelin antitank missiles, and an update on Russia's war on Ukraine.

… or is the old cliché “sell in May and go away” your best strategy? Josh Brown of Ritholtz Wealth Management and Marci McGregor of Bank of America Merrill Lynch give their expert market takes. Plus, Fundstrat's Mark Newton is breaking down the key S&P level to watch ahead of this week's Fed meeting. Plus, a rundown of what to watch when MGM reports results. 

Jeff Ransdell is Managing Director and Founding Partner at Fuel Venture Capital. He joins us in this episode for a Miami tech check-in and to discuss how will the collapse of SVB Bank impact South Florida and its start-up environment.  Founded in 2017 and headquartered in Miami, Florida, Fuel VC has $700 million assets under management and boasts a portfolio of 33 technology startups based across the globe, including several based in Miami, such as tax filing app Taxfyle, digital banking fintech NovoPayment, micro-sports betting platform Betr, and virtual reality studio AEXLAB. Prior to co-founding Fuel VC, Jeff served as a managing director and market executive of Bank of America Merrill Lynch, where he oversaw more than $130 billion of global private client investment assets, a P&L of $2 billion, and over 2,000 employees across the Southeast Wealth Management Division. Host: Omar De Windt Producer: Vero Aizpurua

Omeed Malik (@RealOmeedMalik), founder and CEO of Farvahar Partners, a boutique merchant bank and broker/dealer which invests partner capital into growth businesses and acts as a liquidity provider of private placements on behalf of companies and institutional investors, joins Julia La Roche on episode 71 to share what he sees as an emerging parallel economy in the U.S. that's in stark contrast to ESG. Omeed is the chairman and CEO of a SPAC called Colombier Acquisition Corp. that is taking PublicSq., a marketplace for “pro-America business and consumers,” public later this year. He also started a fund called 1789 Capital to provide “venture and growth capital to companies building the next era of American prosperity.”  Prior to starting his own firm, Omeed was a Managing Director and the Global Head of the Hedge Fund Advisory Business at Bank of America Merrill Lynch. Omeed was also the founder and head of the Emerging Manager Program within the Global Equities business. In this capacity, Omeed was charged with selecting both established and new hedge funds for the firm to partner with and oversaw the allocation of financing/prime brokerage, capital strategy, business consulting and talent introduction resources. Before joining Bank of America Merrill Lynch, Omeed was a Senior Vice President at MF Global, where he helped reorganize the firm's distribution platform globally and developed execution and clearing relationships with institutional clients. An experienced financial services professional and securities attorney, Omeed was a corporate lawyer at Weil, Gotshal & Manges LLP working on transactional matters in the capital markets, corporate governance, private equity and bankruptcy fields. Omeed has also worked in the United States Senate and House of Representatives. Omeed received a JD, with Honors, from Emory Law School (where he serves on the Advisory Board) and a BA in Philosophy and Political Science, Cum Laude, from Colgate University. He holds Series 7, 63, 3, 79, and 24 registrations.  Omeed is a Term Member of the Council on Foreign Relations, a Centennial Society Member of the Economic Club of New York and a Chairman's Circle Member of the Milken Institute. Omeed is a Contributing Editor and minority owner of The Daily Caller. 0:00 Intro 2:06 Welcoming Omeed Malik 2:50 From D.C. to corporate law to Wall Street 3:30 Started as a speechwriter in D.C.  4:11 Working for Jon Corzine at MF Global 5:12 Launching Farvahar in 2018, advising founders 5:38 New opportunity in a new economy called the “patriot economy”  6:33 D.C. is a place where you get a lot of power, but not money 7:20 The country has changed 8:05 No longer identifying as a Democrat 8:33 2016 election of Trump 9:12 Rise of China  11:33 Leaving the Democratic Party  14:15 Tulsi Gabbard  16:22 China is the most significant geopolitical threat in my lifetime  20:16 ‘Red America' is a huge TAM  21:02 ESG is a marketing scam  23:00 ESG backlash  26:20 Opportunity for a parallel economy focused on ‘EIG' (Entrepreneurship, Innovation, Growth) 28:30 A $7T opportunity  33:00 A bifurcated economy  34:30 Taking PublicSq. public via SPAC 35:00 Bud Light Dylan Mulvaney backlash led to spike in search for alternative beer 36:30 Scratching the surface of the opportunity  38:40 Changes on a personal level 40:00 TikTok a ‘Trojan Horse' in a modern-day Opium War  41:00 Evisceration of the middle class 42:00 Ceding liberty when you work for a large corporation  44:41 Need to reevaluate the relationship between the U.S. and China  51:27 Optimistic for the future of the U.S. 53:00 Big Tech's “Devil's bargain”  55:00 Impact on relationships 

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.

Ahmed Ismail, a seasoned investment banker and tech-driven entrepreneur with 18 years of experience at major financial institutions such as Bank of America, Credit Suisse, and Jefferies, is now the CEO and President of FLUID, a liquidity aggregator that uses AI quant-based models to tackle fragmented liquidity in virtual asset markets. In today's episode of Tech Talks Daily, Ahmed discusses how AI can change the decentralized ledger and explains the benefits of using AI in the crypto market. We also talks about how liquidity aggregators could help manage market participants get through Black Swan events and the growing number of tech talent migrating to Web3. About Fluid: FLUID is the AI quant-based liquidity aggregator providing execution for CeFi and DeFi at high throughput, ultra-low costs, ultra-low latency, and zero counterparty risk. Many physical and digital assets will be tokenized in the future. FLUID intends to capitalize on the multi-trillion dollar tokenized market volume potential across spot, futures, derivatives, synthetics, STOs, tokenized assets and more. FLUID is driven by a seasoned senior team with diversified experience in tier one financial institutions such as Bank of America Merrill Lynch, Goldman Sachs, BNY Mellon, Citibank, Visa, and founders of leading regulated digital asset OTC trading desks, quantitative firms, and popular blockchain companies.