Podcasts about Barclays Wealth

The wealth management industry is synonymous with high-touch, personalized service. Clients and advisors seek intuitive tools, seamless experiences, and a clear roadmap to achieving their financial aspirations. While keeping pace with client expectations and market demands requires constant innovation, some may envision grand, disruptive technologies. However, it's the simple and practical innovations that often have the most transformative impact. In this episode, Jack talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. In this role, Michael leads a team that delivers comprehensive planning services and growth strategies. Before joining Wells Fargo, Michael held leadership positions in companies such as JPMorgan Chase, Merrill Lynch, and Barclays Wealth. He was also a faculty member at New York University, where he taught management and organizational analysis. A real champion and maker of innovation, Michael talks with Jack about the practical approach to innovation and improving the advisor, client, and consumer experience. He shares insights into the development of LifeSync, a practical and user-friendly tool that allows clients to articulate their financial goals and track their progress. Michael also discusses the importance of simplicity and authenticity in innovation and the challenges and obstacles faced in the process. Key Takeaways [02:54] - LifeSync and its core features. [07:32] - LifeSync's practical use of data. [09:40] - Michael's motivation for creating practical innovations. [15:03] - How to build trust in the advisory space. [17:37] - The obstacles to innovation. [21:14] - What's next for LifeSync and Wells Fargo. Quotes [11:57] - "People didn't want this notion of, 'Well, there are three simple ways to get rich. There are three simple ways to invest. There are three simple ways to save.' What they wanted was to be very authentic." ~ Michael Liersch [15:07] - "Trust is built via listening. But not only reflecting on what you hear, it's also doing something about it." ~ Michael Liersch [19:08] - "Often, you think of innovation as this big disruptive moment. Well, real innovation is bite-sized incremental change." ~ Michael Liersch Links  Michael Liersch on LinkedIn Wells Fargo NYU Stern Merrill Lynch J.P. Morgan The NextChapter Innovative Summit Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this week's episode, I'm joined by Island Influencer Greg Ellison, the founder of AI Strategy Ninja. With an illustrious 25-year career in the financial services sector, including the last 15 years at the helm as CEO, Greg is now channeling his expertise towards helping businesses harness the exciting opportunities of AI. A lifelong advocate of continuous learning, Greg embarked on his educational journey with a Business Studies degree from Swansea University, followed by an MBA from Henley Business School. He's a distinguished Chartered Director and has enriched his knowledge with courses at Oxford Said Business School. Most notably, he recently completed the 'AI and Business Strategy' program at MIT in America. Greg's professional life brought him (and his wife and children) to the Isle of Man in 2006 when he assumed the role of Head of Banking at Barclays Wealth, overseeing operations in Jersey, Guernsey, and the Isle of Man. In 2021, he launched the island's inaugural digital bank, Capital International Bank, while achieving an impressive threefold growth in the Group's profits. I hope you enjoy our conversation as Greg delves into his entrepreneurial aspirations, shares his career's pinnacle moments, his most significant sources of inspiration, and his visionary plans for AI Ninja—ultimately, “embedding AI into the heartbeat of IT systems.” Just hit that play button to hear Island Influencer Greg Ellison's valuable insights in episode 97. Useful links: Website: https://www.aistrategyninja.com/ LinkedIn personal page is: https://www.linkedin.com/in/gregellison/ Company LinkedIn page is: https://www.linkedin.com/company/98147338 YouTube is: https://www.youtube.com/channel/UCCTw_daLdOxLKlQ_Th1Ouag https://www.facebook.com/AIStrategyNinja Podcasts: The Good, the Bad and the rugby, which is James Haskell and Mike Tindall AI podcasts: McKinsey & MIT Book recommended: Never Finished by David Goggins [fusebox_full_player social_twitter="true" social_facebook="true" social_linkedin="true" social_pinterest="true" social_email="true" ]

We discuss how the changing investment landscape, higher interest rates, and stubborn inflation is influencing Barclays Wealth's Strategic Asset Allocation, with Maya Welford (Behavioural Finance Expert), Paul Wesson (Senior Quantitative Strategist), and Jean-Paul Jaegers (Head of Asset Allocation). To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

Following his appearances on Series 1, 2 and 3 of Barclays Mortgage Insider Podcast, William Hobbs, Chief Investment Officer at Barclays Wealth & Investments, is back by popular demand to help make sense of current economic conditions in his own inimitable style. Will joins regular host and property expert Phil Spencer to carefully plot his way through what remains a mixed economic picture. Within the podcast, he outlines the ramifications of recent economic shocks, the role played by the media, interest rates projections, inflationary challenges and how technology can help regenerate the UK economy. He also addresses fears of a new banking crisis, how the government can manage debt burdens accumulated over the pandemic and outlines the key areas for mortgage brokers to focus on in their daily business activities and throughout the advice process. This episode offers some fascinating insights into the complex nature of the UK economy and how it reacts to domestic and world events. This episode was recorded on 19th May.See omnystudio.com/listener for privacy information.

In our next Webinar, we have Smartkarma Insight Provider Philip Rush, who will be giving us the full picture of inflation in Europe and its effects on the European economy. Have your burning questions answered in the live Q&A session that will follow after Phil's presentation. -- Philip Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura's Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian and Swiss economies. A book on his fundamental framework was published in January 2018 as "Real Market Economics". Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Some might say that Retail Real Estate Industry has been hit hard in recent years, but this could not be further from the truth. In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Heath Binder strip away a lot of the noise and correct the narrative regarding Retail. Heath shares that although e-commerce sales have been increasing, they could not replace the need for a physical store that gives a different kind of shopping experience.   In this episode, Heath talks about:   Heath, after reading The Economist Cap rates in the retail sector The truth about the retail apocalypse narrative LBX Investment's particular type of geographic market Evaluating the quality of tenants and so much more!   About Heath Binder:   Heath Binder manages Investor Relations for LBX Investments. In this role, he oversees investor relationships with both high net worth and institutional capital, financial reporting, and marketing efforts for LBX.   Heath has 16 years of experience in commercial real estate and financial services. Prior to joining LBX, he managed investor relations for Big V Capital and previously for RealtyMogul.com.   Prior, he worked with ultra-high net worth real estate investors at Barclays Wealth in Los Angeles. Previously, he began his real estate career with Colliers in 2002, then worked as an equity REIT analyst at UBS.   Heath has an MS in Real Estate Finance from New York University.   Follow Heath Binder on:   Website:          https://www.lbxinvestments.com/ Email:              heath@lbxinvestments.com     Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram:        https://www.instagram.com/highrisecapital/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index        

After moving on from his career with top brands such as Barclays Wealth and Alexander David, Growth Gorilla's Founder and Managing Director, Shameer Sachdev, struck out on his own and built the fintech growth marketing agency, Growth Gorilla. The agency focuses exclusively on catalyzing growth for courageous fintech.‍Now Shameer is on a mission to share expertise from all corners of the fintech industry and provide The FML Podcast's listeners with unique and valuable insights that can help deliver real results. Connect with Behind Company Lines and HireOtter Website Facebook Twitter LinkedIn:Behind Company LinesHireOtter Instagram Buzzsprout

From Bestselling author currently writing the forthcoming book Authentic Achievements - The 7 Secrets to Building Brave Belief, Unstoppable Sales, and Turning Your Leaders Into Talent Magnets for Guaranteed Sustainable Growth, this show features interviews with industry leaders and shares advice, stories and inspiration to help you achieve exponential growth personally and for your business.  In this episode, I am delighted to be joined by my friend and ex-boss Greg Ellison as we discuss the lessons he has garnered from his career, including launching a bank. Greg was appointed CEO of Capital International Group in 2016. Earlier in his career, Greg was the Managing Director for Barclays Wealth and led over 1,000 staff across the Isle of Man, Jersey and Guernsey. He then spent five years with Boston Group as CEO, where he successfully spearheaded their development from a small CSP into a leading Multi-Family Office spread across three jurisdictions.  Greg has twice been recognised as one of the ‘Top 50 Most Influential' in financial services by ePrivateClient.   Greg was also for 8 years a Non Exec Director and then Chairman of the board of Junior Achievement Isle of Man, standing down in late 2016. Recognised as 'Leader of the Year' in 2021 by the Isle of Man Awards for Excellence. Greg is also a Practitioner, Master Practitioner and certified trainer of NLP as well as a former professional rugby player. Find out more at https://www.capital-iom.com/team/greg-ellison If you want to find out more check us out at www.authenticachievements.co.uk Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven has over 25 years' experience as an actuary in financial services which has included leading Close Brothers Wealth Management during the launch of their non-advised offering; creating the world's first art-focused wealth advice offering for Christie's; working as part of the team that formed Barclays Wealth and heading the McKinsey UK Savings and Investment Group. Steven founded ManyPets (www.manypets.com), which is disrupting the world of pet insurance through the innovative use of tech, and is building a business to become an irresistible employer that is obsessive about customer service. In April 2019 Steven was included in the London Business School Review of 30 People Who Are Changing The World. Highlights from the Show Steven is an Actuary, who has worked in several different larger, corporate businesses to build startups within them before leaving to start his own business Steven did a lot of work for insurers, but intentionally never went to work for one after leaving consulting because of what he saw as an unfair way consumers were treated by large corporate insurers He talked to a close friend and colleague about leaving their corporate jobs to do something different and better in 2011/2012 The idea they came up with was to build communities inside of insurance to help individuals with niche insurance needs get access to better coverage than they'd be able to get on their own Better, to them, meant better around price, product and customer experience What they were building, which they called Bought by Many, was a digital broker before that was really a thing, with a hope of getting better access to product for their customers, but they still struggled to get them a better customer experience, so the solution was still not really solving the problem they focused on They discovered that the underlying brand of the insurer didn't matter as customers kept thinking Bought by Many was their insurer, and would complain to them when the insurer was doing a poor job on claims, which suggested to them that they could get into insurance despite a lack of an insurance brand They surveyed their various community members across all the spaces they had coalesced around, like pet ownership, cycling, travel and more, to see what products seemed to have the most interest, and what needs their members had around those products to know what needed to be developed to have something successful BBM's biggest and most engaged community was pet owners, and their needs lead to seven new pet insurance products that had not existed on the market yet They also needed to define a totally new customer experience, taking six months to define a totally different customer journey, launching in 2017 They added travel in 2018, and then small business coverage They struggled to manage the growth across these three product spaces, and refocused on pet insurance, and set a vision of being the leading pet insurer in the world, leading them to expand to Sweden (where pet insurance had originated), and then to the US They are a tech-focused business, using the scale they've built to leverage their tech investment to deliver a more efficient, smooth customer experience, using the data their tech generates to keep doing better When the pandemic hit, they saw many things change, firstly that they easily went remote while most of their competitors couldn't They also realized many people would be struggling financially, and may not be able to pay for the existing products, so ManyPets created a more stripped down coverage that met the basic needs people would have to avoid catastrophic pet health bills They also launched in the US in the midst of the pandemic in March 2021, and 6 months later, had a half million pets insured This episode is brought to you by The Future of Insurance thought leadership series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of UPbeat Music, available to stream on Spotify, Apple Music, Amazon Music and Google Play. Just search for "UPbeat Music"

This evening I am sat with Cedric Bucher, CEO of Hearthstone Investments a real estate investment manager 100% focused on UK suburban private rented housing or as the US call it Single Family. Cedric is not a real estate native, he was born in Switzerland began his career in Switzerland with Mckinsey and worked within in multi-asset investment and finance for Barclays Wealth and Architas to name just a few. So I am curious how he settled on this last venture leading a business investment business in an asset class he was less than familiar with. Linkedin Group: https://www.linkedin.com/groups/9054319Contact details Ncarman@macdonaldandcompany.com See acast.com/privacy for privacy and opt-out information.

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Planner in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Why you should seek advice from a pension's specialist. · Michelle breaks down what a pension is. · Whether you should have a pension and when you should start contributing to a pension. · The benefits of contributing to a pension via your employer. · The benefits of contributing to a pension if you are self-employed. · Michelle's advice to a young person who is undecided about opting in to a workplace pension scheme. · Inheritance tax benefits of building up your pension pot. · Michelle's definition of each Wealth Cornerstone. Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Work with Tsitsi and follow The Wealth Conversation Book a Power Hour: https://calendly.com/thewealthconversation/power-hour LinkedIn: https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/ Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/

In this episode, I speak to Will Hobbs who is the Chief Investment Officer (CIO) at Barclays Wealth Management. Will talks about his untraditional route into markets, from training in Italy as a chef to landing his first role in finance, working through the dot-com and financial crisis, and then deconstructing his current role as Chief Investment Officer.There are lots of tips on networking, leveraging personal experiences, and a detailed explanation of how his team oversees the investment philosophy at Barclays UK in Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) decisions.We also touch on how he found his real passion later on in his career which ultimately acted as the springboard to later success and discuss how he deals with the pressure of being responsible for key decisions within the division he operates in.A must listen to episode for those looking to work in asset or wealth management but also for the wider community if you are looking for an open and genuine insight into working in the world of finance. See acast.com/privacy for privacy and opt-out information.

My guest on the podcast today is Samantha Bradford. Sam is a financial advisor and money mindset coach and has a long pedigree in the corporate financial world. But when she made the jump to setting up her own business, Simplicity Financial Planning, she found that mindset, especially for women, was a big hurdle to independent wealth and financial growth. So we're focusing today on the mind blocks that stop us reaching our true earning potential.  We discuss the different money archetypes and Sam shares her thoughts and ideas for shifting our money mindset from one of lack and scarcity to one of abundance and opportunity. Sam says:  "2 Years ago, I followed my heart and stepped away from my employed adviser role with Barclays Wealth and set up my own business. I named my business Simplicity because I was frustrated with how complicated information within the financial services industry is to understand, when it is so important for people's long time financial future. Time after time I've witnessed a client's inertia rather than them risking ‘getting it wrong'; I've seen clients being talked down to and just plain not understanding what's being shared with them. It doesn't have to be like that and so I set up Simplicity. Our aim is to put our clients at ease around money and help them see things differently. During the past 18 months, I have also focused on the emotional side of money and am now a qualified Money Coach.   I founded and run the Women's Wealth Canvas where our mission is to help women build an enduring wealth plan through education, community and empowerment.  It's a 12 week programme designed to help women dream big and feel confident around money and money matters. I also have my own Podcast (‘Financial Chat from the Chicken Coop – how to grow your financial freedom') which educates around money topics and money emotions. You can find out more about the work Sam does via her website Simplicity Financial Planning, connect with her on LinkedIn  and Instagram or by joining her free Facebook Group The Wealth Canvas And of course if you love a good podcast (which you obviously do as you're here!) check out Sam's podcast  Financial Chat from the Chicken Coop  

In the wake of the highest inflation figures for 30 years, rising interest rates, soaring energy prices and a devastating war in Ukraine, Chief Investment Officer at Barclays Wealth & Investment Solutions, William Hobbs speaks to Claire and Tony about how global events are currently affecting the UK economy, historic precedents and the potential impact on the housing market. Hosted on Acast. See acast.com/privacy for more information.See omnystudio.com/listener for privacy information.

Listen to this fascinating conversation with Akshay Bhargava, founder of Bridgeweave, and ex-CEO Barclays Wealth where we explored the changing investment and asset management landscape, the new data driven retail investor, the evolution of the wealth industry to be more enablement focussed, the role of AI, the future of Fintech and much more. I hope you enjoy the conversation as much as I do. Shownotes: Investor Education Resources: https://investorai.co.uk/join-our-webinar Download the InvestorAi App from Apple App Store and Google Play Store: https://investorai.co.uk/ Reach out to Akshaya.Bhargava@Bridgeweave.com if you want to connect with Akshaya, refer my name and this show! :)   Akshaya's Bio: Akshaya Bhargava is the founder of Bridgeweave, a Fintech firm that uses AI models to provide institutional quality research signals and investment ideas to investors, advisors and asset managers. Bridgeweave's flagship product is InvestorAi, available on a mobile for end investors in equity markets. From 2014-2017, Akshaya was the global CEO of Wealth and Investment Management, Barclays plc. Prior to that, he founded InfraHedge, a hedge fund managed account platform, which was acquired by State Street Corporation in 2013 He has been CEO of Butterfield Fulcrum Group (acquired by MUFJ Group) and the founding CEO of Progeon (acquired by Infosys and renamed Infosys BPO in 2006). He started his career at Citibank where he spent 22 years in a variety of senior roles including as Country Manager, Citibank Czech Republic and many other senior roles. LinkedIn: https://www.linkedin.com/in/akshaya-bhargava-15549714/

En este episodio de #SeHablaRealEstate conversamos con Julian Sánchez y Andrés Duarte. Juntos, Julian y Andrés fundaron Elan Capital, una compañía se dedica a la adquisición y administración de proyectos de inversión en complejos multifamily en el medio oeste de Estados Unidos. Hablamos con ellos sobre qué evalúan a la hora adquirir un proyecto, cómo equilibran los factores de riesgo y qué consejos tienen para quienes desean invertir en bienes raíces. Julian Sánchez es graduado de Ingeniería Mecánica de la Universidad de Florida Central. En su trayectoria ha trabajado en proyectos de infraestructura eléctrica para el Departamento de Defensa de USA, en venta de plantas de energía para Siemens Energy, y como gerente de proyecto de Misiones Críticas en Eaton Corporation. Julian vive en Florida con su esposa y su hija, le gustan los desafíos de resistencia, y ha recorrido más de 20 países. Andrés Duarte es CEO y fundador de Coatl Wealth, una empresa que administra activos no apalancados para clientes de Centro y Sur América. Con más de 15 años de experiencia en el sector financiero, ha trabajado en empresas como Lehman Brothers y Barclays Wealth en Nueva York. Actualmente reside en Florida con su esposa e hijos, y disfruta de cursos de obstáculos y actividades al aire libre. Para contactarte con ellos: Elan Capital – https://www.elancapital.us Julian Sánchez – IG: @jsanchez.elancapital.us Andrés Durarte – IG: @andresduarte.ec Aprende estrategias para hacer dinero con real estate en Estados Unidos Aprende estrategias para hacer dinero con real estate en Estados Unidos: https://passivorei.com/se-habla-real-estate/ ¿Interesado/a en participar? Escríbenos a info@sehablarealestate.co Síguenos en nuestras redes sociales: IG: https://www.instagram.com/sehablarealestate FB: https://www.facebook.com/sehablarealestate Twitter: https://twitter.com/sehablare Linkedin: https://www.linkedin.com/company/sehablarealestate Powered by Passivo Real Estate Investments #multifamily #realestate #passiveincome

Today we're joined by Melanie Chevalier, the Founder and CEO at Creative Culture. Mélanie has built her career on challenging the status quo of internationalization and traditional models to offer a much more effective and qualitative approach by bringing local cultures back to the fore to feed globally-led initiatives.  A proud award winner of the 2021 Female Frontier's Championing Change category, which celebrates women constantly pushing the boundaries of equality, gender balance, and making dynamic changes within their work. Mélanie is very active in promoting Equality, Diversity and Inclusion, and has developed innovative initiatives to allow brands to successfully navigate complex inclusion pieces within an even more complex and diverse multicultural environment. With over 15 years of industry experience in transcreation, cross-cultural communications and strategy, Mélanie has been advising international brands such as Barclays Wealth, GSK, Johnson & Johnson, L'Oréal Luxe, Maserati, and Urban Decay… to name just a few. Besides cross-cultural matters and transcreation, her passion is her two gorgeous bilingual boys and the art of getting things done. We discussed how her leadership style, and the services her company provides, have both been shaped by her international upbringing. We also spoke about her approach to getting the right balance between achieving success at work and enjoying all that life has to offer. Please also take just a few minutes to rate and review the show wherever you listen. If you then send a screenshot of your review to me on chat@ben-morton.com, I'll send you complimentary access to my online, Weekly Planning Protocol course. Mentioned in this episode: This episode is brought to you by FRIENDWORKS There is gold in your professional networks. FRIENDWORKS helps you discover it. Do most of your leads come from your networks? Did you know that 23% of your senior network could change roles every year? This means that your entire network of senior decision-makers could change every 4-5 years. How do you keep on top of these changes? FRIENDWORKS standardises the process of monitoring your whole company's combined professional networks and delivers new business leads to your team on a regular basis. To find out how FRIENDWORKS could help your business, take a look at their cool LEAD CALCULATOR here: bit.ly/3Hyh9dL. Listeners of the Ben Morton Leadership Podcast can receive 5% off a FRIENDWORKS subscription, by quoting BENMORTON5 when contacting FRIENDWORKS. Chat with FRIENDWORKS Founder, Richard Hillier, here: rich@friend-works.com. https://the-ben-morton-leadersh.captivate.fm/friendworks (FRIENDWORKS)

On this episode, Sabine VdL interviews Steven Mendel, CEO and Co-Founder of Bought By Many, an InsurTech startup that is really well known across the UK market with a new brand launched in the US under the brand name "ManyPets." Bought By Many is making the world a better place for pet parents through its tech-enabled insurance products and services. KEY TAKEAWAYS The first startup I was involved with was in the investment consulting space in the mid-90s, from there I became a management consultant and went on to set up three more startups, all in the finance space but none of them directly to do with insurance. Bought By Many started off in the broader insurance space but over several years we narrowed it down so we only operate in the pet space now. For many years I’d been troubled by the poor way large corporates treat individuals – in particular in financial services – in contrast, they treat other corporates very very well. I felt I had to do something to redress the balance between corporates and individuals in financial services. We asked our pet community members to fill out a questionnaire to understand what they thought of the insurance industry, how they would have made it better themselves and asked what their perfect pet insurance policy would look like. We got 40,000 responses and created seven brand-new go-to-market products in September 2016. Instead of going live, we took the opportunity to reimagine every step of the customers’ insurance journey so that when we launched in February 2017 there was nothing about the experience that bore any relation to anything else that they would have seen in the pet space anywhere before. We became a double unicorn in eight and three-quarter years. But, in truth, I can’t get excited about the valuation at all. It doesn’t change in any way the business, the people we want to recruit, our existing staff, our focus on our customer base, our focus on the pets and our focus on the pet parents. It’s an important milestone, of course, but it has not changed us as a business one single piece of the way. BEST MOMENTS ‘Our first TV advert was at the very beginning on direct to household advertising, and we were able to work with Ridley Scott’s production studio to create something genuinely different and quirky.’ ‘The idea behind Bought By Many was creating communities of individuals who had similar but niche insurance needs and to help them get access to better insurance – price, product and customer experience.’ ‘Our Net Promoter Score has never been below 70.’ ‘Pet owners do talk, they want to know what pet food you use, what vet you go to and who insures your pet. Having members of ours who advocate in the marketplace is really important for us and has massive knock-on economic benefits, of course.’ ABOUT THE GUEST Steven has over 25 years of experience as an actuary in financial services which has included leading Close Brothers Wealth Management during the launch of their non-advised offering; creating the world’s first art-focused wealth advice offering for Christie’s; working as part of the team that formed Barclays Wealth and heading the McKinsey UK Savings and Investment Group.Steven founded Bought By Many, which is disrupting the world of pet insurance through the innovative use of tech, and is building a business to become an irresistible employer that is obsessive about customer service.In April 2019 Steven was included in the London Business School Review of 30 People Who Are Changing The World. https://boughtbymany.com/ ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter: SabineVdL LinkedIn: Sabine VanderLinden Instagram: sabinevdLofficial Facebook: SabineVdLOfficial TikTok: sabinevdlofficial Email: podcast@sabinevdl.com Website: www.sabinevdl.com This show was brought to you by Progressive Media

In the ninth episode of our Women in Leadership podcast series, The Barton Partnership's Founder and CEO Nicholas Barton is joined by Tanvi Davda. Tanvi is the co-founder and former Managing Partner of Saranac Partners. Tanvi has over 25 years of experience across Financial Services. Prior to starting Saranac Partners, she was Managing Director and Chief Operating Officer for the Global Investment & Solutions division of Barclays Wealth and a member of the Barclays Wealth Operating Committee. She is a Trustee at Cheltenham Ladies' College, her alma mater and was a Non-Executive Director for the Student Loans Company and a Board Member of Ofqual. Tanvi holds a Masters in Finance from the London Business School and a BSc in Chemistry from the University of London. 

Our guest on the podcast today is Dan Egan. Egan is the director of behavioral finance and investing at Betterment, and he has researched behavioral finance topics extensively over his career. Prior to joining Betterment, he was a behavioral finance specialist for Barclays Wealth. He received his bachelor's degree in economics from Boston University and his Master of Science degree in decision science from the London School of Economics.BackgroundBioResearch Frictions and 'Free'"Closing the Behavior Gap," Betterment.com, Dec. 11, 2018."'Most People Don't Want to Be Called Average,' Says Betterment's Dan Egan, Who Designs Financial Tools for Them Anyway," by Andrea Riquier, MarketWatch, June 16, 2020."How Checking Performance Might Hurt Your Performance," by Dan Egan, Betterment.com, May 20, 2019."The Myth of the Panicky Individual Investor," by Dan Egan, dpegan.com, March 14, 2020."Memestonks: What's Different About This Market," by Dan Egan, Betterment.com, Jan. 29, 2021."5 Red Flags to Look out for in Your Favorite Investing App," by Liz Knueven, Insider, Feb. 17, 2021."Low Cost Is Better Than Free," by Dan Egan, dpegan.com, March 23, 2021."Are Commission-Free Investing Apps Encouraging Reckless Behavior?" by Robert Farrington, Forbes, Dec. 3, 2019.Betterment"Using Investment Goals at Betterment," by Dan Egan, Betterment.com, July 27, 2021."How Much to Save: Our Advice Guides You Toward Your Goals," by Dan Egan, Betterment.com, Jan. 24, 2019.“Betterment's 401(k) Investment Approach," by Dan Egan, Betterment.com, Feb. 2, 2021."Q&A: What's the Future of Investing?" Betterment.com, Feb. 17, 2021."When It Comes to ESG, Investors Want Specifics—and They Should," by Elizabeth Thompson, Spark Network, Feb. 4, 2021."'Robo' Advisers Betterment, Wealthfront Get in on Socially Responsible Investing," by Anne Tergesen, The Wall Street Journal, July 19, 2017. Retirement"Lifestyle Creep: The Biggest Threat to Financial Planning," by Dan Egan, Betterment.com, Feb. 28, 2019."Tiny Changes Can Help You Achieve Savings Goals for Retirement," by Anne Tergesen, The Wall Street Journal, Dec. 28, 2020.

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Coach in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Michelle shares here motivation for pursuing a career in financial services - 02:43 · Why you should seek advised from a pension's specialist - 3:56 · Michelle breaks down what a pension is - 06:22 · Whether you should have a pension and when you should start contributing to a pension – 07:27 · The benefits of contributing to a pension via your employer - 09:14 · The benefits of contributing to a pension if you are self-employed – 11:30 · Michelle's advise to a young person who is undecided about opting in to a workplace pension scheme - 13:43 · It is never too late to start contributing to a pension - 15:05 · Inheritance tax benefits of building up your pension pot - 16:45 · Michelle's definition of each Wealth Cornerstone – 17:41 Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Follow The Wealth Conversation: Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Connect with Tsitsi at www.thewealthconversation.com

Shameer Sachdev is the founder of Growth Gorilla -- a growth marketing agency focused on helping fintech, proptech and financial services firms go apesh!t and smash through their growth marketing goals. Originally launching his career in financial services, as an equity broker, Shameer has worked for big brands like Alexander David and Barclays Wealth. Shameer then moved on to focus more on client acquisition and eventually became Marketing Director at a well-known online trading platform provider. While working with marketing agencies as a client, Shameer couldn't help but notice their flaws. Most marketing agencies simply didn't understand how things worked inside financial service companies. Equipped with a background in financial services and technology, Shameer struck out on his own -- advising courageous fintech, proptech and financial services firms on how to accelerate their growth.

Find out more on our website: https://bit.ly/32LnseC The British Virgin Islands has well-developed offshore financial services and prides itself on an innovative regulatory regime and business-friendly environment. In this webinar, we will hear more about the BVI's financial services and recent developments from Simon Gray, Head of Business Development and Marketing at BVI Finance. Join us to learn more about how BVI is positioning itself to offer value to investors and business. Speaker: Simon Gray is Head of Business Development and Marketing at BVI Finance, the organisation responsible for managing and maintaining the BVI's reputation as a leading international financial centre. As part of his role, he leads BVI Finance's efforts to promote the territory's international business and finance services locally and overseas. Prior to joining BVI Finance, he was Special Adviser to the Chief Executive Officer of the BVI Financial Services Commission (FSC). Gray is an expert in Islamic Finance, a public speaker and a published author. He has spent much of his career in the private sector with senior roles at Baring Asset Management and Barclays Wealth.

For this episode, we are joined by Insight Provider Phil Rush to discuss inflation in the Euro area, as weighting changes are set to keep causing surprises this year, according to Heteronomics' forecast. Phil Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura's Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian, and Swiss economies. A book on his fundamental framework was published in January 2018 as "Real Market Economics". Follow his work at: https://skr.ma/wF3R3Dto4DHYHdqJA This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Thriller Premium is covering MicroStrategy World.Now 2021 for the first year, because MicroStrategy is the first publicly traded company to invest significant treasury assets in Bitcoin. At World.Now, you'll hear from MicroStrategy Chairman and CEO Michael Saylor, as well as a slate of BTC industry luminaries, as they discuss this groundbreaking treasury reserve strategy. Were excited as hell to cover this event this year and bring you all the latest highlights to keep you up to date in what is going on with the Corporate adoption space of Bitcoin.Our second day agenda, MicroStrategy interview senior executives from the leading vendors of Bitcoin products & services for corporations.  Each interview lasts approximately 25 minutes and cover a broad range of topics. All interviews were conducted by either Michael Saylor (Chairman & CEO) or Phong Le (President & CFO). The goal is at the end of the second day, participants should have familiarity with key elements of Bitcoin strategies, tools & methods necessary to get started, & now know strategic vendors & offerings in the marketplace.HighlightsGalaxy Digital Presentation with Mike NovogratzAbout Galaxy DigitalGalaxy Digital is a diversified financial services and investment management company dedicated to the digital assets and blockchain technology industry. Galaxy Digital's multi-disciplinary team has extensive experience spanning investing, portfolio management, capital markets, venture capital, mining, and blockchain technology. Galaxy Digital currently operates four distinct business lines, which include: Trading, Asset Management, Principal Investing, and Investment Banking. Galaxy Digital's CEO and Founder is Michael Novogratz. The Company is headquartered in New York City, with offices in Chicago, San Francisco, Tokyo, the Cayman Islands (registered office), New Jersey and Hong Kong. SPEAKERS:Mike NovogratzCEO, Galaxy DigitalMichael Novogratz is the Founder, CEO and Chairman of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998. Mr. Novogratz served on the New York Federal Reserve's Investment Advisory Committee on Financial Markets from 2012 – 2015. Mr. Novogratz serves as the Chairman of The Bail Project and has made criminal justice reform a focus of his family's foundation. He also serves as the Chairman of Hudson River Park Friends, and sits on the boards of NYU Langone Medical Center, the Princeton Varsity Club, Jazz Foundation of America, and Artists for Peace and Justice. Mr. Novogratz received an AB in Economics from Princeton University, and served as a helicopter pilot in the US Army.Michael J. SaylorChairman and CEO, MicroStrategyMichael Saylor (michael.com) is the Chairman & CEO of MicroStrategy (MSTR), a publicly traded business intelligence firm that he founded in 1989.  He is also the founder of Alarm.com (ALRM), named inventor on 40+ patents, & author of the book “The Mobile Wave”.  He founded & serves as trustee for the Saylor Academy (saylor.org), a non-profit organization that has provided free education to 800,000+ students. He is an advocate for the Bitcoin Standard (hope.com).  He has dual degrees from MIT in Aerospace Engineering & History of Science.Kraken Presentation with Jesse PowellAbout KrakenFounded in 2011, San Francisco-based Kraken is the largest Bitcoin exchange in euro volume and liquidity and also trading Canadian dollars, US dollars, British pounds and Japanese yen. Kraken is consistently rated the best and most secure Bitcoin exchange by independent news media. Kraken was the first Bitcoin exchange to have trading price and volume displayed on the Bloomberg Terminal, the first to pass a cryptographically verifiable proof-of-reserves audit, and is a partner in the first cryptocurrency bank. Kraken is trusted by hundreds of thousands of traders, the Tokyo government's court-appointed trustee, and Germany's BaFin regulated Fidor Bank.SPEAKERS:Jesse PowellCEO and Co-founder, KrakenJesse Powell is co-founder and CEO of Kraken, one of the largest and most trusted cryptocurrency exchanges in the world. Kraken was founded in 2011, is consistently rated the most secure crypto exchange, and is #1 in Euro market share. Powell is a 15-year veteran of the virtual currency and gaming industries. Prior to co-founding Kraken, Powell was founder and CEO of Lewt, Inc., a company that delivered services for assisting players in online-based video games with account management and in-game currency, from 2001 to 2011. He was also the founder and CEO of another company, Internet Ventures & Holdings, which provided services to the online gaming community. In 2007, Powell started the Verge Gallery & Studio Project in Sacramento. He became a board member for the Verge Center for the Arts in Sacramento in 2010, a position he holds to this day.Michael J. SaylorChairman and CEO, MicroStrategyMichael Saylor (michael.com) is the Chairman & CEO of MicroStrategy (MSTR), a publicly traded business intelligence firm that he founded in 1989.  He is also the founder of Alarm.com (ALRM), named inventor on 40+ patents, & author of the book “The Mobile Wave”.  He founded & serves as trustee for the Saylor Academy (saylor.org), a non-profit organization that has provided free education to 800,000+ students. He is an advocate for the Bitcoin Standard (hope.com).  He has dual degrees from MIT in Aerospace Engineering & History of Science.Grayscale Investments Presentation with Michael SonnensheinAbout GrayscaleGrayscale Investments is the world's largest digital currency asset manager. With approximately $24.7B AUM, Grayscale provides opportunities for investors to gain exposure to the digital currency asset class. Grayscale is the sponsor of Grayscale Bitcoin Trust (BTC), Grayscale Bitcoin Cash Trust (BCH), Grayscale Ethereum Trust (ETH), Grayscale Ethereum Classic Trust (ETC), Grayscale Horizen Trust (ZEN), Grayscale Litecoin Trust (LTC), Grayscale Stellar Lumens Trust (XLM) and Grayscale Zcash Trust (ZEC), and the manager of Grayscale Digital Large Cap Fund LLC. SPEAKERS:Michael Sonnenshein CEO, Grayscale InvestmentsMichael Sonnenshein is the CEO of Grayscale Investments, the world's largest digital currency asset manager with more than $24.7 billion in assets under management across its family of investment products – all of which provide access and exposure to the digital currency asset class in the form of a traditional security, without the challenges of buying, storing, and safekeeping digital currencies directly. In his role, Michael sets the strategic direction for Grayscale and oversees the daily operations and growth of the business. He is also responsible for maintaining many of the firm's key client relationships including with financial advisors, family offices, hedge funds, and other institutions, as well as managing the development of Grayscale's single-asset and diversified digital currency products. Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions, and an analyst at Barclays Wealth, providing coverage to middle‐market hedge funds and institutions. Michael earned his Bachelor of Business Administration from the Goizueta Business School at Emory University and his Master of Business Administration from the Leonard N. Stern School of Business at New York University. Michael was honored in 2018 as one of Business Insider's Rising Stars of Wall Street and serves as a member of the Grayscale Board of Directors, CME Group Bitcoin Futures Council, and NYU Blockchain Association.Michael J. Saylor Chairman and CEO, MicroStrategyMichael Saylor (michael.com) is the Chairman & CEO of MicroStrategy (MSTR), a publicly traded business intelligence firm that he founded in 1989.  He is also the founder of Alarm.com (ALRM), named inventor on 40+ patents, & author of the book “The Mobile Wave”.  He founded & serves as trustee for the Saylor Academy (saylor.org), a non-profit organization that has provided free education to 800,000+ students. He is an advocate for the Bitcoin Standard (hope.com).  He has dual degrees from MIT in Aerospace Engineering & History of Science.Corporations are piling in look for this to keep continuing in 2020 and in 2021.Largest group amongst these exchanges is Retail still…very surprising. Growth on Exchanges are passing their previous record days and were just getting started early in 2021.References Docs Mentioned in Conference: Bitcoin Initiative – Project Roadmap | Key Considerations for Corporate Investment in Bitcoin | Treasury Reserve Policy | Bitcoin Trading Policy | Contractual Considerations for Digital Asset Custodians | Bitcoin Accounting Treatment Considerations | Corporates Investing in Crypto

Allan Wood is the Global Head of Business Development at Jersey Finance. Allan is responsible for overseeing the promotion of Jersey as a leading international finance center across key strategic overseas markets including Africa, the Gulf region, Asia, the US, and the UK.Allan joined Jersey Finance in 2015 as Business Development Director, before being promoted to Regional Head – West, where he was responsible for overseeing Africa, US, and UK marketsPrior to Jersey Finance, Allan spent five years with Barclays in Jersey, where he was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division. Before this, he spent 20 years with the Royal Bank of Scotland.

Allan Wood is the Global Head of Business Development at Jersey Finance. Allan is responsible for overseeing the promotion of Jersey as a leading international finance center across key strategic overseas markets including Africa, the Gulf region, Asia, the US, and the UK.Allan joined Jersey Finance in 2015 as Business Development Director, before being promoted to Regional Head – West, where he was responsible for overseeing Africa, US, and UK marketsPrior to Jersey Finance, Allan spent five years with Barclays in Jersey, where he was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division. Before this, he spent 20 years with the Royal Bank of Scotland.

Dan Egan is the Directory of Behavior Science and Investing at the online advisor, Betterment. In launching this rather unique career, Dan levered a Masters degree in Decision Science at the London School of Economics into a role as Behavioral Finance Specialist at Barclays Wealth in London before moving on to Betterment. With 15 years operating at the cross-section between human behavior and markets he is one of the world’s foremost experts in this field. To kick off the discussion I wanted to know: What do investors really want? Not what they say they want, or what economists say they should want, but what their day-to-day behaviour says about what they actually want in practice. And moreover, how can advisors avoid disappointing them? We also spent a while discussing the idea of nudging. I wondered about the type of nudges that Dan’s research suggests might be helpful and how he thinks about navigating the fine line between nudging and manipulation. Lastly we discussed how Dan’s understanding of human behavior factors into Betterment’s portfolio construction and lessons learned along the way. Dan is a data junkie and his unique perch has allowed him to gather critical insights into how humans interact with markets. I came away with some practical insights applicable to almost every facet of our investment business. Please enjoy my conversation with Dan Egan.

In this episode, Hall welcomes Olusegun Okubanjo, Managing Partner of Obsidian Capital. Based in London, Obsidian Capital is a boutique investment banking firm that arranges infrastructure-oriented, transaction-based funding for mid-sized clients in West Central and East Africa. They are excited about Emerging Africa's economic potential and are committed to supporting private-sector led growth on the continent by providing onshore institutional clients access to the best global investment banking services.​ They create, incubate and invest directly in high-growth businesses in the region, and are less focused on specific sectors and more focused on investing in the right people - who have ambitious ideas, foresight and passion to change the world. Olusegun has over 20 years of experience in wealth management and investment banking and is skilled in crafting and implementing sophisticated financial solutions to the uniquely complex personal and corporate investment structures that are typical of the entrepreneurial clients in emerging Africa. Prior to joining OBSIDIAN, Olusegun was Executive Director, Africa at UBS, London. He began his career with ARM Investment Managers, Lagos and went on to head the West Africa offshore private client divisions at Standard Bank and Renaissance Capital and led a team covering West Africa at Barclays Wealth in London. Olusegun has a BSc in Business Administration and an MBA in International Business from the Gardner School of Business & Technology, Wayne State College. He studied Law (Juris Doctor) at the University of Nebraska, Lincoln and is a member of the Chartered Institute for Securities & Investment, London. Olusegun speaks with Hall about the state of investing in Africa, what excites him as an investor and what Obsidian Capital’s investment thesis is.  You can visit Obsidian Capital at .  Olusegun can be contacted via LinkedIn at , via Twitter at and via email at ooo@obsidian.capital.

#เราต้องรอด Daily 9 มิ.ย. 63 นาทีที่ 4:05 : Barclays แนะลูกค้า Wealth ซื้อหุ้น US เลี่ยงหุ้น EM นาทีที่ 11:44 : World Bank คาดศก.โลก -5.2% แย่สุดรอบ 80 ปี นาทีที่ 14:47 : อังกฤษเริ่มเจรจาญี่ปุ่น หลัง Brexit นาทีที่ 17:07 : บริษัทใหญ่ที่สุดในอังกฤษ ลดคน 15-25% นาทีที่ 20:50 : CPTPP เตรียมเข้าสภา 10-11 มิ.ย.นี้ กับ เฟิร์น ศิรัถยา อิศรภักดี Investment Influencer เจ้าของแนวคิด "ใช้แรงทำเงิน ให้เงินทำงาน" ติดตาม #เราต้องรอด Daily ได้ทุกวันจันทร์-ศุกร์ 19.00 น.

AND... WE ARE BACK WITH A BANG. Welcome to SEASON 4 of #DefenderCast. We kickstart the season, with Episode 1, hosted by none other than, Duncan Kreeger, Founder of TAB. and Nick Russell, Sales Director of TAB. Lending. On this episode, we are proud to present Matthew Yassin (Director - Arc & Co.) and Julian King (Asset Finance Advisor - Arc & Co.). "Arc & Co. is a specialist debt advisory with headquarters in Mayfair, London. Our divisions allow us to provide specialist advice on real estate, marine and aviation assets. Arc & Co. Structured Finance advises on senior debt and equity packages on all sizes of residential development, commercial development and long-term income-producing assets. Arc & Co. Private Finance has an unrivalled record advising on mortgages for residential and investment purposes and finance for Superyachts and business aircraft for both UK and International clients." Matthew Yassin is currently, Director for Arc & Co. and has been in the financial sector for most of his career. Previously he held positions of; Partner at CoreCo, Advisor at First Financial Intermediaries and also Financial Advisor at Barclays Wealth and Investment Management. Julian King is currently an Asset Finance Advisor for Arc & Co. and like Matthew, has been in the financial and real estate sector for most of his career. Previously he held positions of; Residential Development Consultant at Deverell Smith - Property Recruitment, Consultant at Metis Developments and also Development Surveyor at Adalta Real PLC. The four discuss, the benefits and disadvantages of having a broker in specific to commercial financing and if the transition from broking to lending is simple and clear. The four also speak about, walking away from potential business opportunities, filtering business deals and also, financing yachts and aircraft. "BROKERS TEND TO KNOW, WHERE THE STONES IN THE ROAD ARE..." As always we follow a theme of Business, Property and Positive thinking! Stay tuned for more podcasts like this. Feel free to share with a friend or two and as always, thank you for listening. --------------------------------------------------------------------- Key Links: https://www.arcandco.com/ https://www.linkedin.com/in/matthew-yassin-7442b340/ https://www.linkedin.com/in/julian-king-747a6754/ https://www.linkedin.com/company/arc-&-co/ https://www.instagram.com/duncankreeger/ https://www.linkedin.com/in/duncan-kreeger-0395a45/ https://www.linkedin.com/in/nick-russell-41a57b13/ https://www.instagram.com/tabldn/ https://www.facebook.com/tabldn/ https://twitter.com/tabldn https://www.linkedin.com/company/tabldn/ ---------------------------------------------------------------------

Andres Duarte Es el CEO y fundador de Elan Capital. Andrés tiene más de quince años de experiencia en el sector financiero trabajando con algunas de las compañías líderes en la industria.Andrés cuenta con las herramientas y cualidades necesarias para llevar a cabo análisis de inversión de alto nivel.Se especializó en acciones y productos derivados mientras trabajaba para Lehman Brothers en la ciudad de Nueva York.Es una persona que administra y comprende la cobertura de riesgos, la reducción de la exposición al mercado y la identificación de productos rentables, entre muchos otros.Mientras trabajaba con Barclays Wealth, en Nueva York, Andrés se dedicó a identificar y reconocer oportunidades de alto potencial de inversión y rentabilidad para personas de altos patrimonios ubicadas en América Latina, lo que le dio una alta exposición a una cantidad infinita de productos financieros.En la actualidad, Andrés administra cerca de $200 millones de dólares en activos no apalancados para clientes en Centro y Sur América bajo su Compañía Coatl Wealth. En busca de mejores rendimientos para sus inversiones y las de sus clientes; Emprendió la tarea como inversor en bienes raíces a través de Elan Capital, que administra y controla propiedades en los Estados Unidos, enfocándose en proyectos que generan flujos de efectivo atractivos.Andrés es licenciado en Administración de Empresas con especialización en Finanzas de la Universidad de Miami, Florida.Actualmente reside con su esposa e hijos en el sur de la Florida. Disfruta de cursos de obstáculos y actividades al aire libre durante su tiempo libre.John Edward Duarte. Es el Gerente de Operaciones de Elan Capital.Desde muy temprana edad, John Edward se dedicó al emprendimiento, fundando múltiples empresas exitosas en Colombia.A pesar de graduarse con la tesis honorífica con un título de Ingeniero Químico, John Edward decidió continuar su pasión en la industria del entretenimiento, fundando clubes nocturnos altamente exitosos y convirtiéndose en Gerente General y Operador de Conciertos en giras nacionales y latinoamericanas de artistas de gran reputación.En 2013, John Edward incursionó en el sector inmobiliario creando y dirigiendo P & P International Real Estate, que se ha dedicado a adquirir y retener inmuebles de lujo en Bogotá y Cartagena, Colombia.Además de su espíritu empresarial y su pasión por la finca raíz, John Edward disfruta la realización de seminarios y talleres de capacitación financiera para inversionistas novatos en Colombia.Este episodio es patrocinado por: MANÁ. Crianza orgánica, los peces en los sistemas de MANÁ, viven en agua purificada constantemente y son criados sin antibióticos, hormonas, de manera segura, trazable y sostenible. Mana comercializa tu producción de peces crustáceos y moluscos de consumo humano, así como vegetales orgánicos y acompañantes en el proceso de principio a fin.La próxima vez que pidas pescado, que mar de crianza orgánica y disfrútalo. Conoce más en www.sistemasmana.com

How to persuade anyone to do (almost) anything - Lee Warren Lee Warren is a keynote speaker and workshop facilitator and he is author of the award-winning book: A Busy Person's Guide to Great Presenting. Lee has had a pretty unconventional career path as he started out as a professional magician, performing at one point for the royal family. One of Lee's popular keynote topics is 'How to Persuade Anyone to do Anything!' And that's the topic that we dive into here. About Lee Lee was a professional magician for 20 years, is a member of the world-famous Magic Circle and was described by Prince William as ‘absolutely amazing'. A lover of live theatre, Lee has written theatre works for The Almeida Theatre, and been a commissioned writer at The Royal Opera House. Fluent in Spanish, Lee is very good at playing the piano badly! In a previous life, Lee was a sales director at News International and he now combines this background in magic, theatre and sales to give presentations, keynotes, workshops and coaching to firms including Deloitte, Shell, Laing O'Rourke, Roche, EY, Barclays Wealth and HSBC, helping people to become more persuasive and connected, sell more, present better and increase their ability to get their messages across confidently to colleagues and clients. Over time, Lee was increasingly invited not just to perform magic to clients, but to speak at their events. Realising that this was his 'true niche', in 2010 he become a full-time conference speaker and workshop leader and since then has spoken all over the globe at hundreds of events. In 2018, Lee's first book was published – ‘The Busy Person's Guide To Great Presenting'. In March 2019, it was the highly-commended runner-up in the 'Business Book Of The Year Awards'. He calls it his ‘first' because he has four more planned in his head. Now, he just needs to find the time to write them…     for full show notes and links please head to: theideaslab.org/leewarren     Music provided by Argofox: TheDiabolicalWaffle - My Wish https://youtu.be/sRWEMjYR6e4

Akshaya Bhargava—former CEO of Barclays Wealth and Founder of Bridgeweave—discusses using AI in asset management and investment insights.  With host Arta Shita of CognitiveScale.

Wharton Alternative Investments Initiative and the Penn Blockchain Club hosted a fireside chat with Michael Sonnenshein, Managing Director at Grayscale Investments. With $3bn AUM, Grayscale Investments is the sponsor of the Bitcoin Investment Trust, the Ethereum Classic Investment Trust, and the Zcash Investment Trust. Sarah Hammer, Senior Director of the Wharton Alternative Investments Initiative, speaks with Michael about the basics of blockchain, the growth of cryptocurrencies, and the dynamics of and changing regulatory environment for digital investing. Michael Sonnenshein joined Grayscale Investments in January 2014. As Managing Director, he is responsible for overseeing the daily operations and growth of the Grayscale business, spanning sales, operations, product development, and investor relations. With $2+ Billion in assets under management, Michael is responsible for maintaining many of the firms’ key client relationships including family offices, hedge funds, and other institutions as well as forming strategic partnerships and evaluating service providers. Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions. He also worked in a similar capacity at Barclays Wealth, providing coverage to middle‐market hedge funds and institutions. Mr. Sonnenshein earned his Bachelors of Business Administration from the Goizueta Business School at Emory University and an MBA from the Leonard N. Stern School of Business at New York University. He holds his Series 7 and 66 licenses.

Philip Bahoshy is the Founder of MAGNiTT, an online platform that connects MENA entrepreneurs, startups and investors and offers access to extensive research, analytics and insights from across the region.He was raised in the UK with Iraqi origins, Philip obtained an MBA from INSEAD in 2013 and a BSc in Economics from the London School of Economics.During his time in Dubai, Philip worked at Oliver Wyman in the Financial Services practice for three years, followed by nearly three years at Barclays Wealth working as Chief of Staff to the CEO advising on strategic initiatives.Philip has lived in the UAE for more than nine years and is passionate about developing the MENA startup ecosystem.Listen to learn more about his experiences and how MAGNiTT has evolved over the years to become the gateway for the MENA Startup Ecosystem.Show Notes:1:30 – Growing up in the UK.02:00 – His time at Oliver Wyman in 2007.02:30 – His first exposure to the Middle East.03:00 – Transitioning to Barclay’s Wealth.03:30 – His travels during his MBA experience.04:00 – His experience as a “Chief of Staff”06:15 – Learning how to actually implement strategies and honing his skillset.07:30 – The importance of learning to present the message.08:30 – How his MBA helped him refine the hustle.09:00 – How a startup bootcamp acted as a catalyst for him to pursue his startup ventures.10:15 – The surprising number of responses he received from Alumni for his idea validation.11:30 – The first version of MAGNiTT12:00 – Pivoting MAGNiTT’s value proposition to becoming a data-driven platform.13:15 – MAGNiTT’s business model.14:15 – Building relationships with startups and institutions.14:45 – The variables that make up MAGNiTT’s analytics offering.15:30 – MAGNiTT’s application offering for reduce the barriers of entry for startups to apply to institutions.17:00 – The larger vision for what MAGNiTT is trying to create.18:00 – Trends that have occurred over the last couple years in the MENA startup ecosystem.20:15 – The potential next wave of startup solutions.22:00 – The FinTech space and solving pain points.24:15 – Challenges that MENA startups face.25:45 – How the challenges can act as opportunities for first movers in markets.26:45 – Middle East for the World vs. Middle East for the Middle East30:00 – Views on Regional M&A’s & IPOs33:00 – The most important characteristic in startup founders.36:15 – Being able to internalize and listen to feedback is crucial.37:15 – An undervalued tool for startups to be successful.39:30 – His Dubai-based mentors and advisory board.40:45 – The importance of patience.43:00 – The art of freebies and importance of appreciation.44:45 – How daily routines change when transitioning to the startup world vs. the corporate.46:15 – Computer detox day.46:45 – What Philip’s typical day looks like.47:45 – His fascination with biographies and the learnings from them.49:45 – Understanding the hearts and minds through marketing and brand.50:45 – His dream vision for the Middle East.52:45 – “Experiment and drive for things outside the norm”55:15 – How his introduction to entrepreneurship at INSEAD changed his life trajectory.56:15 – The maturing MENA startup ecosystem.ReferencesINSEAD – The Business School of the WorldStartup Rising: The Entrepreneurial Revolution Remaking the Middle East by Christopher Schroeder See acast.com/privacy for privacy and opt-out information.

Subscribe to the podcast. Depends on what you mean by backbone? “On average women may approach management in a more democratic, less dictatorial, more collaborative manner than men,” David Ross, a professor at Columbia Business School said. “And on certain kinds of tasks that can have a significant impact on the performance of an entire organization.” The key word here is MAY, so no need to look any further... Women should not read any further than this line. According to IQ expert James Flynn, women are smarter than men. A study at Aston University in England concluded that women are better than men at remembering things two minutes, 15 minutes, and 24 hours after learning them. Researchers at the University of Western Ontario concluded that women are far better than men at handling the stress of job interviews. Multiple studies on multitasking have shown that women are far superior to men when it comes to handling multiple jobs at once. A study at the University of Sussex found women to be better computer programmers than men. A Canadian study concluded that female doctors are much more likely than male doctors to adhere to physicians’ guidelines and to prescribe the right drugs for any given ailment. The International Journal of Business Governance and Ethics published research concluding that female-led companies are more successful than ones led by males. Studies show that women are better drivers than men. A study conducted by Barclays Wealth and Ledbury Research found that female investors experience a higher return on their investment than men do mainly because testosterone impels men to take unnecessary risks. SUBSCRIBE, RATE & REVIEW THE SHOW ON ITUNES Co-hosts Taz Thornton and Shawna Peters are women by the way. Malcolm is in way over his head here and will need support from men everywhere. Do not ignore this, the future of 'real men' is in jeopardy now and WE need to set the record straight...that is if you believe all this rubbish. Brace yourself... SPECIAL INCENTIVE FOR OUR FANS, EXCLUSIVE OFFER FOR HEALTHYCELL TALK RADIO – CATCH THE NEWEST EPISODE DAILY 5pm EST 7 days a week, Encore at 11pm EST & for our Europe Listeners, 9am GMT Your Smartphone, APPLE APP or ANDROID APP Our DIGITAL MEDIA PLAYER directly in your web browser Talk Radio Networks: iHeart Radio, TuneIn, Aha Radio, RadioGuide.FM + more PODCAST – ON-DEMAND on iTunes, Google, iHeart Radio and more LISTEN ON APPLE PODCAST LISTEN ON GOOGLE PLAY LISTEN ON THE PODCAST APP ON-DEMAND AT AMERICA OUT LOUD 24/7 LINK TO LIFE, LIBERTY & PLEASURE SHOW PAGE

October 2017: Before becoming a professional speaker, trainer and coach, James Hurford spent 27 years working in top creative agencies including Saatchi & Saatchi, Ogilvy, J Walter Thompson and Publicist working on international marketing campaigns such as British Airways, Barclays Wealth, and Shell. #advertising #directmarketing #confidence #interview #business

Is it a Chain that Rules or a Chain-Chain-Chain of Fools?  We speak of Blockchain.  In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   leading research firm for the financial sector.  His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews  "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent industry.   Previously, Lex was the Chief Operating Officer of digital wealth management platform Vanare, and CEO and Founder of pioneering roboadvisor NestEgg Wealth (acquired by Vanare). Additionally, Lex was an investment banker at Deutsche Bank, and a member of the strategy team at Barclays Wealth (formerly Lehman Brothers Investment Management). He is active in the early-stage community, and advises startups on growth and market strategy.   Lex received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.

Viola Llewellyn (@VALlewellyn) is co-founder, President and CEO of Ovamba Solutions Inc. Based in Chevy Chase, Maryland, Ovamba matches global investors to qualified African Small and Medium Sized Enterprises who need short term funding. Ovamba is backed by Crowdcredit in Japan, Courtyard Capital in the UK, and GLI in Guernsey who themselves are backed by Blackrock Global, AXA Investment Managers, and Barclays Wealth. Average size investments in businesses across Ovamba's portfolio is around $50,000, with as little as $3,000 all the way up to $500,000 invested. The success rate of the companies Ovamba works with is 98%, delivering between a 13 and 18 percent return on investment. In this episode, we discussed: the role of financial technology ("fintech") in helping Africa-based business access capital. how to cultivate a mindset that will help you overcome obstacles in your career. Resources: Ovamba African Business Angel Network (ABAN) Four Hour Workweek by Tim Ferriss The Storytelling Book by Anthony Tasgal

Over the past six years I have built up quite a body of work here on MeaningfulMoney. And that's especially true when it comes to how to invest. In today's show I am going to bring together some of the best investing resources on the site and try to fit them into a path to take you from zero to elite investment skills. Podcast: Subscribe in iTunes | Play in new window | Download Sponsor Message This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I'm doing, trying to get decent, easy-to-understand financial information out to the world. I'm very grateful to them for their support. You can see what they're up to at 7im.co.uk How to invest With 303 videos and 149 podcasts here on MM it can be hard to find what you need, though there is a very efficient search system. I am in the process of designing and building a new home page which will hopefully help new visitors find their way round, but until that is done, this post should help you navigate the best stuff when it comes to investing. Of the resources listed, more are podcasts than videos. Many of the videos are somewhat out of date now, and while I am redoing some of them, the podcast is generally where the meat is. Ready? Here are eight steps to become and investing ninja: Step 1 - Get into the right mindset Video number 246 talks about getting into the savings mindset. You need to start form a good place, as the changes you will make need to be deep-seated to last for a lifetime. This involves being future focused, getting mad at the financial services industry, and committing to taking control of your own future. Step 2 - Get started For those who are right at the very start of their personal finance journey, and are looking to pay off debt and begin saving for an emergency fund, I have a dedicated index page just for you. If you have done those things, and you're looking at how to invest, what's next? Podcast session 6 was a chat with the erstwhile Justin Urquhart Stewart of my sponsors, Seven Investment Management. In that show we agreed that investing should be dull, above all. You should understand your risk tolerance (more in a minute) and understand what makes a core investment portfolio. Then in Podcast session 10 we looked at Asset classes, or things you can investing, and a little bit about how they interact. And we followed this up with Podcast session 11, where we covered the platforms, wrappers and funds that these assets are held inside. this is the basic architecture for investing success. Step 3 - Understand Risk It has been proven beyond doubt that risk and reward are related. Risk is a multi-layered subject, as I discussed with my friend Richard Allum in Podcast session 16. Much later, I chatted to Paul Resnik of risk measurement firm Finametrica in Podcast session 119, and looked into the science of risk tolerance, and whether or not it changes in response to external factors. Finally, video number 300 covers the three main ways in which investment risk can be managed by ordinary folks, such as you and me. Step 4 - Educate yourself We're better at most things if we learn something about them in advance of diving in. The same is true for investing, which is why this site exists, and why you're here. You need to learn how to invest, before you start to invest. Podcast session 76 was a chat with journalist Robin Powell who created a documentary called How To Win The Loser's Game. Listen to the show and watch the film; it'll set the scene. Then I embarked on a four-part investment masterclass covering: Asset Allocation Risk and return Setting realistic targets Understanding costs Those four podcast sessions will give you a superb grounding of education and equip you to make good choices. Step 5 - Get practical Armed with all that good information, it is time to get your hands dirty with some practical investing. Back in Podcast session 41, I took listeners through how to build a portfolio from scratch, exactly how I would do it. I then chatted subsequently with Mark Polson of platform consultancy the lang cat, in Podcast session 75. If you're going to go it alone and not seek professional advice, there are plenty of online systems to help you invest in various ways, and Mark's guide helps you decide which is best for you. Once a portfolio is built, it should be reviewed. In Podcast session 96 I cover what to do when you sit down each year to look at the year just gone and the one coming up. What should you be looking for? What should you ignore? Step 6 - Learn about behavioural finance We are so often our own worst enemies. While investing is a science, as humans we are driven by emotion, and as such we can make some very bad decisions. Half the battle with learning how to invest is understanding why we make mistakes and putting in place a framework to minimise these. Back in Podcast session 43 I covered nine classic investing mistakes that I see people make over and over again. Then, in one of my favourite conversations I have had for the podcast, I chatted to Greg Davies from Barclays Wealth over two shows, session 108 and session 109. Greg is the UK's foremost authority on behavioural finance and gives us some very practical tips on how to make good investing decisions. Finally, I make my own attempt to give some practical tips for making smart decisions in Podcast session 118. Step 7 - Get things in context As I often say here on MeaningfulMoney, money is never an end in itself, but a means to an end. It is there to serve your life goals, and to enable them, never to be a goal in itself. It is therefore vital to invest with this context in mind. In Podcast session 48 I asked some important questions, crafted by the father of financial life planning George Kinder. These three questions will help put money in its proper place. I then interviewed my good friend Tina Weeks in Podcast session 85, and she shared her approach for putting money into perspective. Step 8 - Take things to the next level Finally, for those plucky few who make it this far, there is the opportunity to level up, and take your investing to the next level. In Podcast session 81, I cover some advanced investing techniques, and in Podcast session 24, I talked about some lessons we can learn from how the super-rich manage their wealth. I chatted to financial guru Todd Tresidder in Podcast session 123, and asked the question: How much do I need to retire. Todd himself retired at 35 or something incredible, so he's a good man to learn from. And then in Podcast session 113, I covered ways to put your finances on autopilot, so you can grow your wealth while you sleep. Summary Phew! I think that is plenty for most people to be going along with. If you can apply the information about how to invest contained in these podcasts and videos, your financial success is pretty much assured.   Join the conversation I love to read and respond to your comments, so please do join in and share. Question: Which of these resources has benefitted you most, and why? Share the love If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. Just click the button below:

This week in Episode 51, Accredited Investor Markets Radio speaks with Alexey Sokolin, COO of Vanare about drawing together robo-advising and traditional investment advising to help advisors give good advice at lower cost to more people. Such a combination may match well with the onset of generations who are both comfortable and nimble with automated systems, and may also pose scalable opportunities to investment advisory businesses.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   Alexey Sokolin (Lex) is a Partner and Chief Operating Officer of Vanare. He oversees product innovation and design, and manages the company’s ongoing business development. Mr. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers in a scalable way by algorithmically automating financial advice online. NestEgg Wealth was acquired by Vanare in 2014.    Additionally, he was an investment banker at Deutsche Bank in the Financial Institutions and Media & Technology groups, and a member of the Strategy team at Barclays Wealth, where he focused on the economics of new ventures and management of the firm’s profitability. Prior to Barclays, he was at Lehman Brothers Investment Management.   Mr. Sokolin received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.

Equties or bonds? Gold or gilts? Lucy Warwick-Ching speaks to Kevin Gardiner, head of investment strategy Europe at Barclays Wealth about where to put your money See acast.com/privacy for privacy and opt-out information.

Matthew Vincent talks to Colin Dickie at Barclays Wealth about the risks and returns of structured products See acast.com/privacy for privacy and opt-out information.