Podcasts about buyside

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Campbell Smyth, a financial services veteran with more than 25 years of experience across credit, capital markets, and portfolio management. Campbell shares his career journey - from a brief stint in a science degree to completing his CFA and managing an excess of $2.5 billion in securities assets at Challenger. He discusses his transition to a standalone non-bank lending business, where he has driven rapid growth to achieve a $1.3 billion balance sheet in just 18 months. Campbell reflects on the importance of embracing new technology like AI, the true meaning of entrepreneurial drive, and the core lessons around hard work passed down from his father. He also opens up about his approach to work-life balance on the Northern Beaches, his past passion for racing cars, and his ultimate goal of raising a supportive, respectful family. This episode is packed with insights for anyone interested in non-bank lending, corporate growth levers, or building a resilient career in financial markets. [00:00:00] – Introduction: Meet Campbell Smyth and His 25-Year Career in Financial Services [00:02:00] – Current Focus: Life on the Northern Beaches and Growing a $1.3B Non-Bank Lending Balance Sheet [00:03:33] – The Bluestone Grounding: Moving from the Buy-Side to Re-Activating Lending Businesses [00:07:05] – Early Career and Education: Leaving Science, Finding Commerce, and the Value of the CFA Designation [00:10:36] – Influences and Family: Instilling a Hard Work Ethic in the Family Confectionery Factory [00:14:34] – Redefining Entrepreneurship: Leveraging Existing Ideas, Minimising Probabilities, and Planning for Success [00:17:36] – Handling Bumps in the Road: Financial Impacts, Communicating with Chairpersons, and Moving On [00:19:10] – What Drives Success: Seeing People Progress, Budgeting Levers, and Chasing Quantitative Outcomes [00:22:08] – Advice to a Younger Self: Having 100% Belief in Yourself and Your Capabilities [00:23:10] – Philosophical Legacy: Creating a Supportive Environment and Raising a Respectful Human [00:26:04] – Beyond Work: Transitioning from Racing Cars to Enjoying Footy Trips and Family Time [00:27:05] – Final Thoughts and Connecting with Campbell Smyth on LinkedIn Grow Your Wealth Podcast Website: https://www.ipartnerspodcast.com.au iPartners Website: https://www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd

Most founders chase the billion-customer dream and the unicorn lottery at the same time. This India VC funding strategy conversation dismantles both, as Rajeev Kalambi of Cactus Partners explains why he deliberately refuses the power law, why there is no single Indian market, and how he targets steady returns instead of moonshots.With 26 years across corporate banking, investment banking, and buy-side fund management, Rajeev Kalambi brings a downside-first discipline rarely heard in venture capital, having lived through three funding cycles in just five years.At Cactus Partners, the early-growth fund he co-founded, he writes first institutional cheques at Series A into post product-market-fit companies with industry-beating gross margins, deliberately occupying the underfunded gap between crowded seed funds and late-stage private equity.In this conversation with host Akshay Datt, he argues that India is really three or four economies and only the top 10% truly pays, that premium beverages can never scale because you are effectively shipping water, and that smart investors sell picks and shovels rather than prospecting for AI gold. He also breaks down his 5 Ts framework and why GMV masks the only number that matters, the take rate. As funding stays disciplined and China Plus One reshapes Indian manufacturing, his anti-power-law thesis lands at the right moment.

Instead of siloed perspectives, this session pairs buyside and sellside leaders to tackle pressing industry questions collaboratively: •    Which trends will shape the next 12–24 months? •    How are vendors and exchanges prioritizing innovation? •    What role can buyside firms play in shaping product development and liquidity frameworks? Moderator: Ivan Brown, Head of Options, IEX Panelists: John Ruby, Trader, Jane Street Andy Hicks, Option Strategist, BlackRock Tommy Martin, Chief Strategy Officer, DASH Financial Technologies Anthony Denier, Group President and U.S. Chief Executive Officer, Webull This panel is proudly sponsored by BofA Securities.  

Buy-side carve-outs can create significant value for acquiring companies, but they can also present complex challenges. In this episode, we’re joined by Kameron Kordestani, Anna Mattson, and Rui Silva to discuss how leaders—particularly CFOs, integration managers, and CHROs—must balance financial structuring, operational planning, and people management to ensure a value-creating transition. Related insights How buyers can successfully navigate integrating a carve-out The power of goodbye: How carve-outs can unleash value Solving the carve-out conundrumSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Tune in as the team discusses: The “Humdinger” deal and why clean, easy transactions are investor gold How to handle unrealistic seller counters using the “Deflator” strategy Real negotiation tactics for retrading a deal after due diligence uncovers issues Why silence and strategic pauses can improve seller negotiations The “One Dollar Skittle” deal and how back taxes can create opportunity How to explain land investing ethically to skeptical outsiders Why solving seller problems creates value for everyone involved The “Chunk Changer” strategy for negotiating bulk land purchases Tips for helping sellers navigate probate, title issues, and inherited land Why beginners should focus on buying their first property instead of waiting for the “perfect” deal How small land deals can snowball into meaningful passive income The importance of building systems, teams, and long-term cash flow in land investing TIP OF THE WEEK Mark Podolsky: Don't be afraid to tell sellers exactly how you make money in land investing. Transparency builds trust, and most sellers simply want a hassle-free solution.Scott Bossman: Focus on whether the numbers make sense—not the size of the deal. A $500 property can be just as powerful as a $5,000 property when bought correctly.Mike Zaino: During negotiations, use pauses strategically. After lowering your offer, stay quiet and let the seller reveal how motivated they really are. WANT MORE? Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing. UNLOCK MORE FREE RESOURCES: Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—CLICK HERE "Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

Anita Karppi, Senior Director in Market Practice and Regulatory Policy at ICMA leading the buyside proposition, highlights a busy quarter for ICMA's buy-side team, with increased engagement through events, podcasts, and policy work, and a stronger focus on representing buy-side perspectives in evolving markets.

Today, we are joined by Ben Curtis, Global Brand Vice President for Rexona—the brand known as Degree in the US, Sure in the UK, and Shield in South Africa. Ben oversees the global strategy for a brand that Unilever identifies as the "cultural engine" of its Personal Care business group, making it the primary vehicle for activating their massive FIFA and UEFA partnerships.As the marketing world prepares for the unprecedented scale of the FIFA World Cup in North America, we are diving deep into the strategic blueprint required to activate at this level. This isn't just a conversation about logos on LED boards; it is a masterclass in how a global giant moves a brand from a three-second-a-day consumer habit into a "culturally sticky" space where it can build a genuine emotional connection with an audience of billions.In this episode, we explore:The Strategy of Confidence: How Rexona is leveraging the concepts of science, performance, and control to align with elite sport and solve the "problem" of sweat and odor on the world's biggest stage.Managing Global Complexity: The challenge of maintaining distinctive brand assets (DBAs) across fragmented brand names like Rexona and Degree, and why the "tick" and the "it won't let you down" promise are the keys to global consistency.Activation at Scale: An inside look at the "House of Fresh" content studio, limited edition player-ambassador packs featuring stars like Vinny Jr., and the "world-first" in-game authentications being planned with FIFA.The Gender Balance: Why Unilever is giving equal billing to the Men's and Women's World Cups, treating the 2027 tournament in Brazil as a major commercial priority rather than a mere "purpose play".For any executive navigating the geopolitics, logistical hurdles, and cultural nuances of a 48-team World Cup in the US, Ben provides a rare look at the high-stakes decision-making happening inside one of the world's most sophisticated marketing organizations.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 500 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series and live events, you can reach us via the website.

Bill Gurley is a Wall Street and Silicon Valley legend. He's the analyst who led the Amazon IPO and went on to become one of the most successful VCs of all time and an early investor in Uber, Zillow, and GrubHub. Today, he joins Nicole to answer the biggest questions on investors' minds right now. Bill doesn't mince words: yes, we're in an AI bubble— and he explains exactly why, from circular spending deals that smell like Enron to the speculative behavior that always follows a real wave of innovation. He breaks down why the IPO system is rigged against retail investors, what tokenization could do to fix it, and what a SpaceX IPO would actually mean for everyday investors. He also shares the one market sector he thinks is quietly becoming a buy, and the specific Chinese battery stock he personally owns. Then the conversation shifts to Bill's new book, Runnin' Down a Dream, and his surprisingly personal framework for building a career you actually love. He shares the question he asked himself twice that changed the entire course of his life, his research on career regret, and why chasing passion is a competitive advantage. Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Get Bill's book Runnin' Down a Dream  Here's what Nicole covers with Bill:  00:00 Are You Ready for Some Money Rehab?  01:12 SpaceX + xAI: What Elon's Deal Really Means  03:18 Why Retail Investors Keep Getting Shut Out of the Best Companies  05:55 The IPO System Is Rigged  08:36 Inside the Amazon IPO 10:40 Are We in an AI Bubble?  16:30 AI vs. the Dot-Com Bubble 21:15 Which AI Tools Bill Actually Uses  22:00 Bill's Take on AGI Hype  23:30 Where Bill Sees Opportunity Outside of Tech  27:30 The Chinese Battery Stock Bill Personally Owns  28:45 How to Evaluate Stock Options as an Employee  31:50 The Hidden Value of Joining a Fast-Growing Company  33:15 Buy Side vs. Sell Side Analysts  35:40 The Question That Changed Bill's Career Twice  38:00 Why Following Your Passion Is a Competitive Advantage  42:00 How Tito's Vodka Started with a Blank Sheet of Paper  45:20 Bill's Next Chapter: A Policy Institute  48:00 Nuclear Energy, Healthcare, and the Issues Bill Wants to Fix  51:06 Bill Gurley's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions.

Der SaaS-M&A-Markt bleibt in Bewegung: Bewertungen stehen unter Druck, Käufer sind selektiver geworden, Churn-Raten steigen – und gleichzeitig verändert KI ganze Geschäftsmodelle. Für Gründer, Investoren und Berater ist es schwieriger denn je, den Markt richtig zu lesen und fundierte Entscheidungen zu treffen. Genau deshalb freue ich mich besonders auf Dirk Sahlmer. Er ist ein alter Bekannter und war bereits zweimal bei uns zu Gast – bisher aber immer aus Investorensicht als Head of Origination der saas.group. Im Oktober 2025 hat er die Seite gewechselt und ist heute Partner bei FE International. Mit ihm spreche ich darüber, wie sich der Blick auf den Markt durch diesen Wechsel verändert hat, welche Learnings aus der Buy-Side auf der Sell-Side Gold wert sind – und wie Dirk den SaaS-Markt aktuell wirklich einschätzt.Wir beleuchten in dieser Episode:warum Dirk die Seiten gewechselt hat,welche Best Practices er für beide Seiten teilen kann,auf welche Kennzahlen Verkäufer besonders optimieren sollten,wie die Lage im internationalen SaaS-M&A auf Beraterseite aussieht,welchen Einfluss KI auf M&A-Berater und SaaS-Geschäftsmodelle hat,wo die Markt-Multiples aktuell stehen und wie sich der Markt entwickelt,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(00:00:00) Intro(00:02:35) Wechsel von Investoren- auf Beraterseite(00:06:19) Learnings und Perspektivwechsel(00:09:55) Rolle des Netzwerks(00:11:30) Vorstellung FE International (00:16:50) kurze Prozessdauer von 6 Monaten(00:19:03) Netzwerk und weltweite Teamstruktur (00:27:15) Dealgrößen USA vs. Deutschland(00:30:17) Wettbewerbsumfeld(00:33:59) Relevanz von IPOs als Exitkanal(00:35:07) Marktlage SaaS(00:37:13) aktuelle SaaS-Multiples(00:40:15) Hebel zur Multiple-Optimierung(00:42:28) KI als Disruptionsrisiko(00:49:04) Rolle des M&A-Beraters im Zusammenspiel mit KI(00:54:30) Software-Einsatz in der M&A-Beratung(00:57:10) Top 3 Kennzahlen zur Optimierung aus Verkäufersicht(01:02:50) SaaS-Markt-Ausblick***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastDirk Sahlmer auf LinkedIn: https://www.linkedin.com/in/dirksahlmer/FE International auf LinkedIn: https://www.linkedin.com/company/feinternational/Folge 19: https://dealcircle.com/ClosetheDeal/episoden/19-dirk-sahlmer-saas-group/Folge 62: https://dealcircle.com/ClosetheDeal/episoden/62-saas-dirk-sahlmer/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER und DUB.de sind die Plattformen für sichere Unternehmensnachfolgen. Schaut vorbei, wenn ihr euer Unternehmen schnell, sicher und kostenfrei zum Verkauf inserieren wollt oder als Käufer auf der Suche nach passenden Deals seid:www.amber.dealswww.dub.de***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

“You are what you repeatedly do.” Start the New Year strong. Join my FREE 3 session Tiny Habits program.  Register here _________________________ What’s your most important project in 2026? Future You. Don’t wing it. Design it. Learn more here. _________________________ What happens when a financial columnist and CFP® professional suddenly becomes her mother’s caregiver? Beth Pinsker discovered that her expertise couldn’t prepare her for the relentless tenacity required to navigate Medicare mazes, fight for proper care, and manage the details of her mother’s financial life. In My Mother’s Money , a comprehensive practical and detailed resource, she shares the street-smart lessons that only come from boots-on-the-ground caregiving experience. In this conversation, you’ll learn: Why financial caregiving requires perseverance to advocate effectively for your loved ones The critical difference between big-picture finances and knowing the granular details that matter How Medicare decisions made at age 65 can create enormous consequences for caregivers years later Why humanizing your loved one to healthcare providers changes the quality of care they recei Why “stuff” is such a complicated issue and how to prepare your own estate realistically _________________________ Bio Beth Pinsker is a financial-planning columnist at MarketWatch and has been a  Certified Financial Planner™ since 2018. She won a SABEW Best in Business award in 2023 for commentary for a series of columns about caring for her mother. She turned those into a book, “My Mother’s Money: A Guide to Financial Caregiving” (Crown Currency, November 2025). Beth was previously the launch Money Editor for Buy Side from WSJ, providing advice and service on anything having to do with how people handle their money. Prior to that, she was a personal finance columnist and editor at Reuters for eight years. She covered all aspects of financial planning and decision-making, such as retirement strategies, selecting employee benefits, and saving money. In 2018, she was part of a team that won a Front Page award for Live Online Video from the Newswomen’s Club of New York. Beth worked at Fidelity during the course of the Covid-19 pandemic, where she was an Editorial Director handling coverage of taxes and wealth strategies. She also was the editor of Walletpop.com, a personal finance website owned by AOL that launched in 2008 in the midst of the Great Recession and focused on frugality, budgeting and finding the best deals. Beth spent the first part of her career as a film critic and entertainment business reporter, writing for many publications, such as Entertainment Weekly, The Dallas Morning News, The Independent Film & Video Monthly, Variety and the New York Times. She had brief stints at “Who Wants to Be a Millionaire” and was an intern for “Late Night with David Letterman.” Beth has a B.A. in English from Harvard University. She is the mother of two humans and one dog and lives in Brooklyn. ______________________ For More on Beth Pinsker My Mother’s Money: A Guide to Financial Caregiving Website MarketWatch columns ______________________ Podcast Conversations You May Like Is Your House in Order? – Adam Zuckerman What Matters Most – Diane Button ______________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Becoming a Financial Caregiver “I think what really matters when you’re trying to be a financial caregiver is that you pay attention to the details. Some people, most people in fact, never have the conversation with anybody that they’re caring for, their parents, aunt, uncle, whatever. Nobody knows how much money anybody has. Nobody knows what they’re spending their money on. Everybody keeps that information private. But even if you do step into the conversation, like my Mom and I stepped into it a little bit – big picture stuff. Can you afford two houses? No, we’re going to sell one. So you can’t have a summer place anymore kind of thing. When should Dad stop driving? Big picture stuff. But nobody ever gets down to the little stuff that you have to do when you fully take over for somebody. Like when I had to step in and take care of my Mom’s bills, it got down to such nitty gritty like, do you pay your electric bill on an automated schedule? Or how do you pay it otherwise? Do you mail in a check? Like nobody talks about that kind of stuff. But that is absolutely essential when you are a financial caregiver.” On Advocacy “One of the biggest things I did with my Mom and any care setting she was in was try to humanize her for the caregivers. They needed to see her as a person who was functional.  Now, because they all they saw was a little frail old lady who was out of it most of the time, they just assumed she had cognitive decline or dementia and they weren’t trying to get her back to any sort of baseline. And so what I did was primarily showed them like, Oh, isn’t this funny? I saw this video I took two weeks ago on my phone of my Mom playing Scrabble with us. You know my Mom was fine. And then she wasn’t and they just thought that she was always like she was in the hospital. And so to fight for services and fight for what you what you need out of them with an with a person who’s sick and aging is to constantly humanize them so that people in the medical industry want to help them.” On What To Do First “You need to make sure that you have the proper documents to help somebody. We are all legal adults and nobody can help us with certain things unless they have the proper authorization.  That’s a durable power of attorney, a healthcare proxy and some kind of will or trust for after the person dies plus beneficiary designations. You need to secure the person’s phone because so much today is run,  through our phones and if you don’t have the passcode, you’re going to hit a brick wall of no – and the brick wall of no is unmovable. So you need to secure that phone. You need two factor authentication. You need to know what banking apps, and you need to just know what’s in a person’s phone. Those are the two main important things. But the last thing is even more consequential. You need to know what the person wants. Their wishes matter. Having a conversation about what they want and what you’re able to do is absolutely essential both for your mental health, your wellbeing and for how much money you can spend on any particular thing. You just have to know what page everybody’s on.”

In this episode of the Programmatic Digest, host Helene Parker sits down with Jana Meron, programmatic veteran and sell-side expert, for a deep dive into how the buy side and sell side can finally bridge the gap. This episode serves as a preview of their upcoming joint workshop — The Sell-Side Programmatic Foundation for Buyers — designed to help traders, buyers, and ad ops professionals better understand how publishers, SSPs, and ad tech integrations actually work. Jana shares her fascinating career journey, from early media buying days to leading programmatic and data operations at Business Insider and The Washington Post. She brings her insider perspective on what really happens behind the publisher ad stack, the complexity of SSP integrations, and how demand path optimization (DPO) mirrors the buy-side's supply path optimization (SPO). Together, Helene and Jana explore: The disconnect between buy-side traders and sell-side ops teams How publisher ad stacks function behind the scenes The real meaning of SPO vs. DPO What “wrappers,” “pre-bid,” and “open bidding” actually mean in practice Why traders should collaborate directly with publishers (not just SSPs) How building relationships with publishers strengthens campaign results Why understanding the sell side helps buyers optimize smarter Whether you're a buyer, trader, or publisher, this conversation will transform how you see the other side of the programmatic equation — and why it's time to build more collaboration, transparency, and trust across the ecosystem.   Sign up to this FREE workshop: https://programmaticdigest14822.ac-page.com/sell-side-workshop    About Us: We teach historically excluded individuals how to break into programmatic media buying and land their dream jobs. Through our Reach and Frequency® program, an engaged community, and expert coaching, we offer:   Programmatic Training & Coaching: Executive Membership: for the busy mid-level to senior or director-level programmatic ninja looking for a structured, high-impact way to stay ahead of evolving trends, sharpen your optimization skills, and connect with like-minded experts. Join Here: https://programmaticdigest14822.ac-page.com/executivemembership   Accelerator Program: A 6-week structured program with live coaching, hands-on DSP exercises, and real-time feedback. Sign Up: https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Learn at your own speed with full content access. Enroll Here: https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Timestamps 00:00 – Welcome & Guest Intro 03:14 – Jana's Career Journey: From Media Buyer to Programmatic Leader 08:33 – How the Sell-Side Ad Stack Actually Works 13:22 – SPO vs. DPO: What's the Difference? 19:45 – What Buyers Need to Know About Publisher Integrations 25:08 – How Traders Can Communicate Directly with Publishers 30:41 – Building the Bridge Between Supply & Demand 36:28 – Why Collaboration and Education Are the Future of Ad Tech 40:55 – Workshop Preview: The Sell-Side Programmatic Foundation for Buyers 45:12 – Closing Thoughts & Sponsor Shoutout Meet Our Guest: Jana Meron – Programmatic & Data Consultant, Former VP at The Washington Post https://www.linkedin.com/in/janameron   Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker   Manuela Cortes - Co-Host  Programmatic Digest In Espanol:  https://www.linkedin.com/in/manuela-cortes-   Learn Programmatic As a TEAM: https://www.heleneparker.com/workshop/ As a Programmatic Ninja: https://www.heleneparker.com/course/ Programmatic Coaching Newsletter: https://www.heleneparker.com/newsletter/   Programmatic Digest https://www.linkedin.com/company/programmatic-digest-podcast https://www.youtube.com/channel/UCBGMMRsZkw0IIUbQIJmMBxw   Looking for programmatic training/coaching?  Sign up to our Accelerator Program: A 6-week structured program with live coaching, hands-on within DSP(s) exercises, and real-time feedback—perfect for those who thrive on accountability and community, and looking to grow their technical skillset https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Full access to course content anytime, allowing independent learners to study at their own speed with complete flexibility. https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Sign up to this FREE workshop: https://programmaticdigest14822.ac-page.com/sell-side-workshop   

Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

“The fastest-growing firms marry organic excellence with a disciplined, outsourced M&A engine.” — MikeI. Warm-Up: The CEO MindsetQ1. Mike, what are some of the most common reasons CEOs in IT services think about buying another company?Q2. When should a CEO not consider buying? When is it too early or misaligned with the company's strategy?Q3. What are some signs a firm is ready to start looking for acquisitions? II. Why Engage a Buy-Side Firm at All?Q4. So let's get into it: why hire a buy-side advisor like Revenue Rocket instead of just sourcing deals yourself? What's the real value?Q5. What are the risks of going it alone? Can you talk about deal fatigue, overpaying, or getting stuck in a bad fit?Q6. Some CEOs think they know their market well enough to hunt alone. What's your response to the “we've got it covered” argument?Q7. We often say we're not bankers, we're operators. How does Revenue Rocket's buy-side work differ from traditional investment banking? III. Timing and Engagement StrategyQ8. When is the right time to engage a buy-side firm—before or after you've identified a target?Q9. How long does a typical buy-side process take—from kickoff to LOI to close?Q10. What should a buyer come to the table with? What homework should they do before engaging an advisor? IV. Results, Metrics, and MistakesQ11. What makes a buy-side project successful? What metrics or signals tell you it's working?Q12. What are the biggest mistakes buyers make—even with an advisor in place?Q13. Talk about deal volume vs. deal quality. How do we balance sourcing a lot of targets with getting the right ones? V. Case Study and Wrap-UpQ14. Mike, can you share a story—no names needed—where hiring us as a buy-side advisor turned a good idea into a great outcome?Q15. For the CEO listening who's on the fence—what's your final argument for why now might be the time to engage a buy-side partner? Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

In this panel from The Bond Buyer's July 31 virtual event, “The Shifting Muni Buy-Side,” experts explore how volatility, tariffs, and reduced federal support are transforming municipal credit and attracting new forms of private capital.

In this episode, Anthony speaks with Wee Kii Teh, a Portfolio Manager at Allianz Global Investors, about the practical skills and mindset needed to succeed in a competitive finance career.Drawing on experience across credit risk, capital markets, and now impact investing, Wee Kii shares what really sets top interns apart, how to adapt to new roles quickly, and why asking smart questions is more important than knowing all the answers.Whether you're preparing for an assessment centre, trying to decide between sell-side and buy-side, or figuring out how to navigate workplace culture, this conversation is full of actionable insight.Expect practical tips on upskilling, career transitions, building strong relationships, and finding roles that match your values and ambition.(00:00) Introduction and Career Journey(02:26) Transitioning from STEM to Finance(08:59) Building Confidence and Seeking Mentorship(13:36) Adapting to New Environments and Upskilling(16:33) The Importance of Company Culture(21:21) Internship Insights and Attributes of Top Interns(24:54) Buy-Side vs Sell-Side Experience(27:53) Cultivating Relationships and Mentorship(31:58) Career Priorities and What Changes with Seniority(34:08) Impact Investing and ESG Opportunities(40:02) Advice for Young Professionals

B2B is big business for sports rights holders. But why are business-to-business brands paying billions in sport sponsorship rights? From the IOC to Formula One, categories such as consulting, accountancy, logistics, financial services and tech are growing rapidly.  In the IOC's programme, Deloitte and Allianz replaced Dow and GE as TOP Olympic sponsors.  IBM's technology partnerships with Toronto sports teams, VMware's McLaren Formula One partnership, and Dell China's Chinese Olympics rowing team sponsorship.  In F1, major B2B partners include DHL (logistics), Globant (digital services), American Express (financial services), and TAG Heuer (luxury/precision timing)Teams feature extensive B2B partnerships including Cognizant, Microsoft, Siemens, Aramco, and numerous technology and consulting firmsWhat are they buying, and how is sport targeting them? Leigh Curyer, CEO and founder of NexGen Energy, explains why his company's partnership with Aston Martin Formula 1 team prioritizes technology transfer and investor access over brand visibility. "Branding would be the last criteria for why we have that partnership."Joining Leigh is Nick Djounov, Head of Valuation at Gemba London. Together, they expose how B2B brands are finding arbitrage opportunities while B2C companies pay premium prices for billboard space.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

On this episode, we dig into a better understanding of the buy side team for an ESOP transaction. This would include the Trustee, Evaluation Firm, and their legal counsel.  As you invite them into the ESOP deal, they are in a sense the enemy and there are certain aspects of working with them in this process that are important to understand so that you can be better prepared for your transaction and your journey to an ESOP.

AdTechGod is joined by Bari Bucci, Senior Director of Programmatic Partnerships at Warner Brothers Discovery. She shares her journey from the buy side to the sell side of advertising. She discusses the importance of relationships in her career, the value of asking questions, and how her experiences shape her insights into the streaming and CTV landscape. Bari emphasizes the growth potential in the industry and the need for continuous advancements in technology and inventory discoverability. Takeaways Bari Bucci transitioned from the buy side to the sell side of advertising. Building relationships is crucial for career success in ad tech. Asking questions is essential for learning and growth. Streaming and CTV are expected to continue growing significantly. Understanding inventory discoverability is vital for traders. Collaboration and knowledge sharing enhance professional development. The ad tech industry is evolving with advancements in technology. Packaging inventory effectively is important for attracting advertisers. Diversity in advertising verticals is increasing in the streaming space. Continuous learning and adaptation are key in the fast-paced ad tech environment. Chapters 00:00 Introduction to Bari Bucci and Her Journey 02:55 Transitioning from Buy Side to Sell Side 05:59 Building a Career Through Relationships 08:50 The Importance of Asking Questions 12:06 Bringing Buy Side Insights to Content Providers 14:56 The Future of Streaming and CTV 17:50 Industry Growth Amid Economic Challenges Learn more about your ad choices. Visit megaphone.fm/adchoices

Navigating Market Trends: Buyside Perspectives in Options Trading Moderator: Joe Lewis, Head of Corporate Hedging and FX Solutions, Jefferies Financial Group Panelists: Rachna Mathur, Head of Equities, Americas, EUREX Eric Metz, Managing Director, Chief Investment Officer & Head of SpiderRock Advisors John Smollen, Executive Vice President, Exchange Traded Products, MIAX

Joe Zanca is the Managing Partner of DealGen Partners, a buy- and sell-side M&A advisory firm. In his role, he has sourced and closed over $200 million in acquisitions for private equity and strategic buyers. Joe launched, scaled, and exited OnDemandStorage, a full-service, technology-based storage company. In this episode… Private equity investment transactions can unlock untapped growth potential, but they also reveal your company's strengths and weaknesses. How can you determine if you're prepared for a transaction? Joe Zanca, Managing Partner of DealGen Partners, discusses how businesses can prepare for acquisitions. With host Todd Taskey, Joe shares how DealGen helps private equity firms uncover off-market opportunities, how founder motivations, deal readiness, and realistic expectations shape outcomes, and the importance of timing and transparency.

M&A activity continues to have a huge impact on the iGaming sector, and acquisition news never fails to grab people's attention. But what happens after the negotiations are finished, the money is handed over, and the deal is complete? The truth is, that's when the real work begins. In this episode of NEXT In-Depth, host Conor Mulheir asks EveryMatrix CEO Ebbe Groes to explain how his company has integrated recent acquisitions — like FSB Technology, Fantasma Games and DeepCI — in order to deliver a return on its investments. Groes explores what has gone well (and what hasn't) when integrating these businesses into his own, and gives a teaser of where EveryMatrix's appetite for acquisition could go next. Don't miss out on the first of this two-part special on the art of integrating acquired businesses!

One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific needs and coverage gaps, knowing what to look for during due diligence is critical to maximizing post-deal value. On this episode, Brian Stovsky, senior vice president and practice leader for the Oswald Companies and Unison Risk Advisors Mergers & Acquisitions Practice, and Joe Curtis, vice president and director of benefits for Michigan at Oswald Companies, talk about buyer pre-and post-close M&A due diligence considerations of commercial insurance for risk management. 

EEX butter futures have been trending a little lower, but every time they dip, buyers seem to show up. We've seen a similar pattern for cheese but EEX SMP has been on a straight trend lower. I talk to Fearghal McCabe about the EU markets and whether they can stay at a big premium to the U.S.

Jason Appleson of PGIM Fixed Income chats with Caitlin Devitt to break down the biggest factors shaping the muni market today, and how institutional investors are preparing for what's next.

Hear from Peter Mortensen, the chief risk officer of Russell Investments, about inflation volatility, tariffs, liquidity risk, AI threats and benefits, and ERM. Across the financial services spectrum, amid a global environment of uncertainty and political upheaval, risk management is as daunting as ever in 2025. Banks, for example, must contend with everything from cybersecurity hazards and the rise of AI to regulatory risk, global debt problems and increased supply-chain risk. Investment managers, meanwhile, face many of the same challenges but are also concerned with portfolio management, inflation volatility, the introduction of new tariffs, stress testing and liquidity risk obstacles.  Peter Mortensen, CRO of Russell Investments, joins us today to share his insights on the risk trends, challenges and opportunities impacting the global investment management community. Relevant Links: GARP Benchmarking Initiative   Speaker's Bio Peter Mortensen is chief risk officer at Russell Investments, where he is responsible for measuring and monitoring market and liquidity risks for the firm's risk management program and regulatory reporting. He was promoted to CRO in June 2023, after serving a stint as the firm's managing director of investment risk. In his current role, Peter also oversees the development, daily operation and support of Russell Investments' proprietary multi-asset enterprise risk management system, which facilitates quantification of market, liquidity, credit and concentration risks. Since July 2015, he has assisted the CFA Institute with their curriculum development on risk management. Prior to joining Russell Investments in 2012, Peter worked as a senior risk analyst in the product solution group at Nykredit Bank. In that role, he was responsible for the development and implementation of OTC pricing models, in addition to models for pricing expected liquidity and capital costs arising from OTC trades.

AI is eating the world, or so the headlines say. But what does this really mean for debt markets? Where does AI truly excel, and what limitations persist? What implications does this technological shift hold for analysts' jobs? And how is 9fin deploying AI to address specific challenges confronting debt market professionals?Sujeet Indap, Wall Street editor at the Financial Times, sat down with Steven Hunter, CEO and co-founder of 9fin, to cut through the hype and dissect the real impact of AI on debt markets. This episode was produced from a recent 9fin webinar. If you'd like to learn more about how 9fin's AI-powered platform can give you a competitive edge in debt markets, we'd love to chat.Schedule a personalised demo→ https://9fin.com/sign-up?utm_source=hubspot&utm_medium=email&utm_campaign=ai_debtmarkets_webinarOr, stay up to date with all the latest for 9fin's insights, news, upcoming events, and new featuresJoin our newsletter→ https://share.hsforms.com/1KaeNlWvzRlqYjJGJjHbZmgby77cFollow us on LinkedIn→ https://www.linkedin.com/company/9finHave any feedback for us? Send us a note at podcast@9fin.com.

Ready to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Executive & Partnership Consultant, Mark Flock, to the show for a conversation on the in's and out's of cap table mergers, and key factors when considering a buy-in this year.

No one likes that feeling of being a little too thick in the middle. But finding the right balance of strength and cushion is no easy task. We're talking about the middle office here, of course.The middle office may not always be in the spotlight, but when loan data goes awry it's the team that keeps the gears turning and numbers in check. In this episode, head of podcasts Chase Collum chats with Jared Vest, global co-head of middle office solutions at FIS, to break down the middle office's essential roles, risks, and evolving responsibilities. They explore how accurate data and strong operational support are critical to navigate today's fast-paced loan market.This episode was produced in partnership with FIS as part of a three-part series diving into the challenges facing middle office practitioners and users of global loan data sets.Have any feedback for us? Send us a note at podcast@9fin.com.

In the credit markets, it's important practitioners get their fax straight. No, you didn't read that wrong — even in 2025, people still use fax machines to transmit some loans data.In our latest Cloud 9fin episode, Chase Collum, head of podcasts, and private credit analyst Devin McGinley, sit down with John Smullen, product manager at FIS. They chat about how global data trends are shaping strategies in the leveraged finance world as private credit CLOs and direct lending gain ground.This episode is part of a three-part series we'll publish in partnership with FIS on Cloud 9fin, so look out for our next episode, coming next Thursday! Have any feedback for us? Send us a note at podcast@9fin.com.

In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in global chair of Gibson Dunn's restructuring group, Scott Greenberg, to discuss the evolution of cooperation agreements within liability management exercises. They discuss the different types of co-ops, why co-ops have become expected in US deals, their spread to the EU, and the validity of antitrust arguments.Find all our coverage on co-ops at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Three media companies, in vaguely the same vicinity, in fair debt markets where we lay our scene — where ancient business models encounter new scrutiny, and AI generates images you can't unsee…Valentine's Day has been and gone, so why on earth are we besmirching Romeo and Juliet with terrible puns? You should listen to the episode for the full picture, but basically we're discussing three recent debt transactions from X/Twitter, Snap, and Getty Images.These deals might not seem immediately connected, but there's a thread running through all three. In an age of political upheaval and rapid technological advancement, what do they tell us about the future of media? William Hoffman, David Bell and Will Caiger-Smith are here to discuss, and to crowdsource ideas for sponsored 9fin Snapchat filters.Want to share feedback on this episode? Send us a note at podcast@9fin.com.

In the private equity world, continuation vehicles have been a bit of a blockbuster, so can the structure's success transfer to private credit?We have already seen BlackRock's $1.3bn continuation vehicle last year, and some market participants are expecting to see even more in 2025. On the other side however, this might not be as straight forward as in the PE world, and there is a growing pool of skeptics.In this episode of Cloud 9fin, senior private credit reporter Synne Johnsson sits down with private credit reporter Jemima Denham, to discuss all things private credit continuation vehicles -- Why are they the current talk of the town? What are the challenges? And will they eventually take off?Have a listen to hear this discussion on continuation vehicles in the private credit market. If you have any feedback for us, send us a note at podcast@9fin.com. Thanks for listening.

We talk a lot about leverage at the 9fin office (it's kind of the story behind our company name, in case you were wondering) so it should come as no surprise that we think it's interesting. But in the world of Significant Risk Transfer, it's especially fascinating — and controversial.You may have caught the story that Celeste Tamers, part of our growing asset-based finance team, broke last week about Deutsche Bank pulling back from offering repo financing on SRT trades.In this episode of Cloud 9fin, Celeste and our asset-based finance editor Owen Sanderson pick that story apart and use it to explore the history of SRT, to help listeners understand why regulators are raising their eyebrows at the recent growth of this important market.Any feedback on this episode? Email us at podcast@9fin.com.

Long live liability management.In this episode of our new show Jane's LME Addiction, our head of LME coverage Jane Komsky brings in Latham & Watkins partner George Klidonas and C Street founder and CEO Jon Henes, to discuss the Better Health transaction and its implications for future LMEs.Also under discussion: how liability management has taken off as an industry, how law firms and advisors are adapting to this boom in business, and the creative moves market participants are making to ensure the LME space lives a lengthy and healthy life.Listeners might notice a bit of background noise because this episode is also recorded in video format! Find it on YouTube here! Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration's economic policies, and how this story was powered by Dan's love of drum and bass music.As always, if you have any feedback for us, send us a note at podcast@9fin.com

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. Our guest is Richard Deane, who's career includes running sponsorship programmes at Standard Life Investments, Abrdn and Investec across Ryder Cup, British and Irish Lions and many other major sports properties. The Buy Side is sponsored by the Two Circles intelligence platform KORE.  More than 900 brands, venues, and sports organisations trust the Kore platform to manage partnerships and assets and measure their impact with real-time insights. Through Fan Intelligence and Partnerships Intelligence, Two Circle's Kore platform unites sponsors and properties with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at twocircles.com.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

With Super Bowl Sunday upon us, much like over a third of the US, we thought we'd focus on sports.Private credit has been circling sports for some time as an investment opportunity. Many regulatory changes in the past year and an increasing number of emerging sports leagues have brought it back into view to begin this year.In this episode of Cloud 9fin, senior reporter Peter Benson sits down with Aaron Kless, managing partner and CIO at Andalusian Credit Partners, to discuss all things private credit and sports.The discussion topics include the institutionalization of the sports market, how credit works with sports franchises and other areas of the sporting world that are ripe for credit investment.As always, if you have any feedback for us, send us a note at podcast@9fin.com

People love to talk about the battle between banks and private credit firms in leveraged debt markets. And at a high level, it's true that the dealflow has bounced back and forth between the two over recent years — but markets are a lot more complex than a game of table tennis.In this episode of Cloud 9fin, Synne Johnsson sits down with Soren Christensen, partner and head of capital markets at Cinven, and Amit Bahri, co-head of European direct lending at Goldman Sachs, to break down how private credit's role has evolved over the years.Among the highlights: how sponsors have adapted to embrace private credit, what the return of the BSL market means for direct lender strategies, the attraction of junior PIKs, and predictions for 2025.As always, if you have any feedback for us, send us a note at podcast@9fin.com.

The full extent of the damage from this season's California wildfires is yet to be determined, but one thing that is certain is that some leveraged credits are starting to feel the heat.In this week's episode of Cloud 9fin, US managing editor Bill Weisbrod and deputy leveraged finance editor Sasha Padbidri survey the extent of the damage and discuss which industries are among the most impacted.Find Sasha's latest report about the wildfires' impact on leveraged credits here. If you have any feedback or want to get in touch, send us a note at podcast@9fin.com. Thanks for listening!

After years of growth and positive sentiment, 2024 saw private credit's smallest fundraising haul since 2019. But the year-on-year drop in capital raised was far less significant than the drop in the number of funds that were closed.In this week's episode of Cloud 9fin, US private credit editor David Brooke and reporter Anna Russi discuss the latest results in private credit fundraising and how LPs are consolidating around their favorite firms. The conversation walks through how investors are feeling about the asset class and whether the incoming Trump administration can help or hinder funds on the road next year. Read Anna and David's article diving into these trends here.Have any questions or feedback for us? Want to join us on the podcast? Send a note to podcast@9fin.com to get in touch. Thanks for listening!

Key pointsM&A is a critical growth strategy for top quartile companies, helping them expand market share, add capabilities, and grow geographically.Corporate development functions often lack the specialized skills and resources required to effectively execute M&A, making an outsourced advisor like Revenue Rocket valuable.An M&A advisor can provide objectivity, expertise, and a Dutch uncle role to help guide both the buyer and seller through the complex M&A process.M&A advisors do not have a pre-packaged list of deals, but rather tailor their research and outreach to each client's unique needs and ideal acquisition targets.The post-merger integration phase is critical, and an M&A advisor can help ensure a smooth transition by providing an objective, expert perspective.Outsourcing corporate development to an M&A advisor is typically more cost-effective than building an internal function, with a potential 5x savings.Without an experienced M&A advisor, companies risk common pitfalls like failing to meet expected shareholder value and not dedicating enough time to the acquisition strategy.The tech services sector is expected to see continued M&A activity in 2025, presenting opportunities for both buyers and sellers.Revenue Rocket has 25 years of experience in the tech services M&A space and is well-positioned to help clients navigate this active market.Listeners are encouraged to reach out to Revenue Rocket with any questions about M&A or growth strategy. RELATED EPISODESEpisode 202: Leveraging Quality of Earnings Reports in M&A Transactions. Listen now >>Episode 190: Buying a Business is not like Buying a Car. Listen now >>Episode 84: Why Inorganic Growth is Never off the Table. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

After a great run co-founding and helping to build up the European Leveraged Finance Association, Sabrina Fox is putting ELFA on the shelf to focus on her work at Fox Legal Training and Good Girl to Goddess.In this episode of Cloud 9fin, ESG analyst Jennifer Munnings sits down with Sabrina to explore how ELFA has shaped buyside engagement and elevated standards in credit markets. From the rise of J.Crew blockers and their impact on covenant protections to ELFA's efforts to foster transparency and innovation in ESG practices, Sabrina offers a front-row perspective on the evolving landscape of leveraged finance. They also discuss the challenges of balancing incumbent flexibility with investor safeguards and what lies ahead for the industry as Sabrina embarks on her next chapter.Have any feedback on this episode? Send us a note at podcast@9fin.com. Thanks for listening.

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship.Today's guest is Willem Dinger, global head of sport and entertainment partnerships at Unilever.The Buy Side is sponsored by KORE Software the global leader in engagement marketing solutions. More than 900 brands, venues, and sports organisations trust KORE's tools and platforms as a source of truth to manage partnerships, assets and measure impact, with real-time insights. Through Sponsorship Management and Evaluation, Ticketing, Fan Engagement, Data Management and Analytics, KORE unites corporate sponsors, properties, and their fans with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at KORESoftware.com or follow them LinkedIn or Twitter.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

In this episode, Anthony chats with Filip Tomasik, who opens up about his journey from a non-target university to landing roles in investment banking and private equity. Filip shares his take on acing the application process, the real impact of internships, and the strategies that helped him secure full-time roles.They dive into the demands of debt capital markets, the unique challenges of private equity, and the contrasts in work-life balance between the two.This conversation is full of practical tips and insights, whether you're applying for an internship, navigating your first or second year as an analyst, or aiming to transition from the sell-side to the buy-side.(01:58) Introduction and Background(05:12) Coming from a Non-Target School(07:39) Strategies for Success in Finance Applications(16:58) Transitioning from Intern to Analyst(22:53) Tips for Making Your Work Have an Impact(30:00) Understanding Debt Capital Markets(32:00) Pros and cons of working in DCM(37:27) Transitioning from Sell-Side to Buy-Side(39:30) Investment Banking vs Private Equity(49:17) Setting personal goals Hosted on Acast. See acast.com/privacy for more information.

Show Notes: Raymond Lei Yin moved to New York after graduating and has worked at Goldman Sachs for over 20 years, primarily in Hong Kong and Shanghai, China. He worked in China with a private fund for three and a half years and for UBS Asset Management as the Head of Asia Pacific and Head of China for the past 6 years. Now retired from UBS Asset Management, Raymond  is currently traveling around the world, visiting his parents and enjoying the outdoors. He is also looking for opportunities to get involved with communities, businesses or organizations where he can contribute his expertise. Capital Markets War Stories  Raymond shares many war stories from his time in Hong Kong, China, and the capital markets during the financial crisis. He started at Goldman Sachs in New York and eventually moved to Asia. He was a program analyst in 1992 and supported the international trading desk at Goldman. This experience was interesting, as the traders he worked with at the time were hires from Salomon Brothers and Credit Suisse First Boston (CSFB). He likens this time to working in a jungle where his goal was to survive each day.  Raymond's journey has been filled with challenges and opportunities, but he is now focused on pursuing his passion for learning (especially in AI) and helping other businesses to grow. Working in Equity Capital MarketsRaymond began his career in Hong Kong after realizing that the core part of Goldman's business was financial advisory and trading. He decided to look for a job outside Goldman and was about to resign when he was offered a position by a senior MD looking for a Chinese speaking analyst based in Hong Kong. He flew to London for interviews and was hired to work in equity capital markets, which he knew little about. Equity capital markets is an interesting area that straddles between investment banking and equity sales and trading. Raymond was trained by Eric Dobkin, the man who  introduced the concept of the Equity Capital Markets (ECM), which orchestrated IPOs and worked with both issuers and investors to set the price. During the Red Chip Boom in 1993, there was a huge demand for Chinese speaking bankers in Hong Kong, as there were not many Chinese bankers at that time. As the first full-time equity capital markets person based in Hong Kong, Raymond worked tirelessly to keep up with the pace of IPOs. Lesson Learned from the MarketOne lesson that Raymond learned during this time was that the market can be irrational. During the Red Chip Boom, Chinese IPOs were richly valued, due to scarcity of Chinese papers and the high demand for Chinese investments. However, since then, the market has seen several cycles of price fluctuations. To make money in the equity market, he believes that one must be a contrarian, have a long sustained power, and be liquid. In the early 90s, Hong Kong had an open market with many foreign capitals and traditional institutions representing their firms in London or New York. Goldman helped Chinese companies raise money in international capital markets through IPOs, global deposit receipts (GDRs), and convertible bonds (CBs). The Chinese government was involved in these deals, as they were selling their best assets to global investors in exchange for professional management and market discipline. The first deal was with Tsingtao Breweries, a famous beer company, and later with Shanghai Petrochemical and China Mobile and PetroChina. These companies were majority-held by the Chinese government, and Goldman had an edge in winning these deals. Goldman also worked on Korean companies like POSCO Steel and Samsung Electronics, as well as Thai and Indonesian companies. The Asian Financial Crisis The Asian financial crisis occurred in 1997, when the devaluation of the Thai Bhat and Indonesian Rupiah led to a massive attack in Hong Kong markets. For a few days, the entire HK equity market was dominated by one buyer, the Hong Kong government.  Raymond saw the government's bid for 100 million shares of Hong Kong telecom got hit within 2 seconds. This could mark the end of capital markets in Hong Kong, as the government was buying the significant part of HK equity market.  However, in hindsight this was the single best time to buy Hong Kong equities, as the Hong Kong government made a lot of money that day. In subsequent years, Goldman helped the Hong Kong government sell these stocks at a profit, returning the market to private investors.  One company Raymond worked with was PetroChina where Goldman took the company public and Raymond helped to introduce the team management to global investors. It was during the dotcom bubble era, there was ver little investor appetite for oil stocks.  Eventually, the IPO was done as a discount valuation.  Investors who bought at PetroChina IPO all made money if they hold on to their shares. From Goldman to Private Funds to UBS Asset ManagementRaymond's next move was to the buy side - a China based  private fund.  He spent three and a half years traveling between Shanghai and Hong Kong to help them set up their international operation, hire people, lease office space, get the Type 9 license, and set up their Hong Kong office. He later joined UBS Asset Management first as Head of China then later as Head of Asia Pacific.  He worked at UBS Asset Management for the past 6 years.   Influential Harvard Professors and CoursesRaymond shares that his Art History course at Harvard was one of the most useful, as it allowed him to appreciate artwork and visit museums worldwide. He also enjoyed the core course Cultural Revolution taught by Professor Roderick MacFarquar, which was not offered in China. Timestamps: 04:15: Early Career at Goldman Sachs  09:51: Experience in Hong Kong and Equity Capital Markets  14:46: The Asian Financial Crisis and Market Lessons 26:31: Building Sales and Trading Operations in China  28:44: Transition to the Buy Side and Final Steps at Goldman  31:11: Personal Life and Interests  38:19: Reflections on Harvard and Career Advice  Links: LinkedIn: https://www.linkedin.com/in/raymond-yin-cfa-613a017a/ Email: yinraymond@yahood.com Featured Non-profit: This week's featured non-profit is Alex's Lemonade Stand, recommended by Catherine Marcus Rose who reports: Hi. I'm Catherine Marcus Rose, class of 1992 the featured nonprofit of this episode of The 92 report is Alex's Lemonade Stand, foundation for Children's Cancer. Alex's Lemonade Stand focuses on impacting lives of children with cancer through fundraising for critical research and awareness raising support for families and children with cancer. I love the work of this organization and have been a regular donor for a few years. When our youngest son, age 21 was diagnosed with Ewing sarcoma last December, this organization became even more important to us. Only four cents of every dollar spent on cancer research at the NCI goes to research in pediatric cancers. So the work of this organization has taken on extra meaning for us. You can learn more about their work at Alex's lemonade.org, a l e x, s, L E, M o, n, a, de.org and now here is Will Bachman with this week's episode. To learn more about their work visit: https://www.alexslemonade.org/  

We are joined by New York Times best selling author and former Wall Street wild man Turney Duff to discuss Hookers, Blow, Million-dollar bonuses on Wall Street and the journey through recovery and what lies the other side of the Wall Street hustle. Pick up a copy of "The Buy Side" by Turney Duff: https://www.amazon.com/Buy-Side-Street-Traders-Spectacular/dp/0770437176 Follow Reasonably Happy host Paul Ollinger: https://www.instagram.com/paul_ollinger

WSO Weekly Wrapup - ⁠⁠Sign Up for the Newsletter Here⁠⁠ The Daily Peel - Sign Up Here Join our Discord - Sign Up Here

Is there a limit to how much an investor should know about a potential investment? While it can seem like there's an infinite amount of relevant considerations for any given business, the ability to discern the difference between important information and extraneous data is an indispensable tool in the investor's kit. If jumping into the deep end of the S&P 500 seems like a daunting proposition, keeping your investing practice focused on a smaller scale can make the process of understanding “the weather” a much more manageable task. Keeping the boundaries of your research close to the boundaries of your own circle of competence can go a long way in terms of keeping the process from being overwhelming. This week we join Phil and Danielle in a continuation of this series discussing their idea of business meteorology, a topic that has utility for everyone from investing novices to the most seasoned of financial forecasters. To get started on your own Weather Matrix, click here for your free copy of The 5 Moats Investment Guide: https://bit.ly/3Kmb33J Topics Discussed: Investing circle of confidence Intimidation in the research process Buffett on taking advantage of the moment Spotting warning signs Netflix vs. other streamers Resources Discussed: The Weather Matrix (value/understanding) Learn more about your ad choices. Visit megaphone.fm/adchoices

A drop in preowned home sales in December was the cherry on top of the worst year for the U.S. housing market since 1995. We’ll get into the causes of the slump and what it would take for the housing market to get back on track. And, a tax deal that would expand the child tax credit is gaining momentum. Then, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Strong bipartisan showing in first test of tax deal’s support” from Roll Call “Mars Express finds evidence of large water deposit at the Medusae Fossae Formation” from Phys.org “What Is an Assumable Mortgage?” Buy Side from The Wall Street Journal “US Existing-Home Sales Decline to Cap Worst Year Since 1995” from Bloomberg “Expect restaurants to go all in on breakfast this year” from Marketplace ‘”Super shoes” take their place in the $50B running shoe market” from Marketplace “Can robots make us less lonely?” from Marketplace “It doesn’t take a Mathlete to know a “Mean Girls” remake adds up for Hollywood” from Marketplace “What happens when a school bans smartphones? A complete transformation” from The Guardian We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

A drop in preowned home sales in December was the cherry on top of the worst year for the U.S. housing market since 1995. We’ll get into the causes of the slump and what it would take for the housing market to get back on track. And, a tax deal that would expand the child tax credit is gaining momentum. Then, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Strong bipartisan showing in first test of tax deal’s support” from Roll Call “Mars Express finds evidence of large water deposit at the Medusae Fossae Formation” from Phys.org “What Is an Assumable Mortgage?” Buy Side from The Wall Street Journal “US Existing-Home Sales Decline to Cap Worst Year Since 1995” from Bloomberg “Expect restaurants to go all in on breakfast this year” from Marketplace ‘”Super shoes” take their place in the $50B running shoe market” from Marketplace “Can robots make us less lonely?” from Marketplace “It doesn’t take a Mathlete to know a “Mean Girls” remake adds up for Hollywood” from Marketplace “What happens when a school bans smartphones? A complete transformation” from The Guardian We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.