Podcasts about client solutions

In this episode Warren Ingram invites Chris Rule, Head of Products and Client Solutions at CoreShares 10X, to discuss the evolving themes in the asset management industry, particularly focusing on the concept of investment solutions. They explore the distinction between genuine investment solutions and marketing jargon, the importance of goal-oriented investing, and the differences between alpha and beta investments. TakeawaysInvestment themes evolve over time, some fade while others persist.Investment solutions should genuinely address specific financial goals.Greenwashing was a critique of marketing over substance in investments.Certainty in achieving financial goals is more important than chasing alpha.Not all funds marketed as solutions are truly designed to meet specific objectives.Understanding the difference between alpha and beta is crucial for investors.Investors should seek clarity in their financial objectives.The investment industry often uses jargon that can mislead investors.A focus on outcomes can lead to better investment decisions.Investors need to be aware of the risks associated with alpha chasing.Learn more about 10X Investments today: https://bit.ly/4hiEscGSend us a textReal Talk About MarketingAn Acxiom podcast where we discuss marketing made better, bringing you real...Listen on: Apple Podcasts SpotifyHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Nosipho Radebe is in conversation with Opy Ramaremisa, Head of Client Solutions for SA Corporates at Absa CIBSee omnystudio.com/listener for privacy information.

On today's podcast episode, we discuss where GIFs came from, how GIF user behavior changes, and which ones work best for brands. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, Analyst Emmy Liederman, and the Vice President of Client Solutions at Giphy Alix McAlpine. Listen everywhere and watch on YouTube and Spotify.   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here:  https://www.emarketer.com/content/podcast-btn-gifs-ads-how-people-interact-with-them-with-giphy   © 2025 EMARKETER   Founded in 2013, GIPHY is the visual platform where creators and brand partners make everyday expression a little more moving. Now, GIPHY Ads enables brands to connect with audiences through ads people share, not just see. GIPHY reaches over 1+ billion users daily, serving 14+ billion pieces of short-form content every day. For more, head to ads.giphy.com.

The PC has been one of the most important personal devices of our lifetime. From the use of standalone PCs for word processing in the 1980s to the emergence of the World Wide Web and powerful processors in the 1990s to the rise of laptops in the 2000s and the era of 2-in-1s in the 2010s, the PC has continually evolved.Now AI is transforming the PC as we know it. AI-powered devices are helping to automate repetitive tasks, summarise documents and meetings, make adjustments to user behaviours and are enabling everyone to become content creators. New AI devices have updated components inside—the NPU, CPU, and GPU—which means they can handle workloads far more efficiently, allowing the user to have a smooth, engaging, collaborative experience and be productive at the same time.Ronan recently caught up with Tara Gale, Client Solutions Country Lead at Dell Technologies Ireland to find out more about how AI will redefine the PC and personal devices that we all now rely upon. Tara talks about her background, pc changes, AI NPU and more.More about Tara Gale:Tara is the company's lead voice on devices in Ireland, is a clear communicator and a really good and enthusiastic conversationalist. For over ten years, she has led the devices side of the businesses at Dell Technologies Ireland and is the lead expert on AI PCs. Moreover, Dell has been at the forefront of PCs and other personal devices over the past four decades. In January, Dell unveiled a new portfolio of AI PCs.

The PC has been one of the most important personal devices of our lifetime. From the use of standalone PCs for word processing in the 1980s to the emergence of the World Wide Web and powerful processors in the 1990s to the rise of laptops in the 2000s and the era of 2-in-1s in the 2010s, the PC has continually evolved. Now AI is transforming the PC as we know it. AI-powered devices are helping to automate repetitive tasks, summarise documents and meetings, make adjustments to user behaviours and are enabling everyone to become content creators. New AI devices have updated components inside - the NPU, CPU, and GPU - which means they can handle workloads far more efficiently, allowing the user to have a smooth, engaging, collaborative experience and be productive at the same time. Ronan recently caught up with Tara Gale, Client Solutions Country Lead at Dell Technologies Ireland to find out more about how AI will redefine the PC and personal devices that we all now rely upon. Tara talks about her background, pc changes, AI NPU and more. More about Tara Gale: Tara is the company's lead voice on devices in Ireland, is a clear communicator and a really good and enthusiastic conversationalist. For over ten years, she has led the devices side of the businesses at Dell Technologies Ireland and is the lead expert on AI PCs. Moreover, Dell has been at the forefront of PCs and other personal devices over the past four decades. In January, Dell unveiled a new portfolio of AI PCs. See more podcasts here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

In this discussion at RIMS RISKWORLD 2025, Elizabeth Blosfield of Carrier Management interviews Jeff Cohen, SVP, and Jim Blinn, VP of Client Solutions at Zywave, about the emerging … Read More » The post RIMS RISKWORLD 2025: Emerging Risks in Generative AI – Privacy, Intellectual Property, and Data Challenges appeared first on Insurance Journal TV.

How do structured policies and processes enable employers to treat employees consistently as individuals, reduce liability risks, and improve the employee experience? Listen in for guidance and context from Ryan Bruce, MEd, CRC, SPHR, CLMS, Director of Client Solutions for New York Life Group Benefit Solutions, and Kristin Jones, CLMS, PHR, SHRM-CP, Director of DMEC Education Programs. Resources: Get more details in the article by Bruce titled The Benefits to a Strong Return-to-Work Policy in @Work magazine, which we have unlocked for listeners.Register for the DMEC Building a Return-to-Work Program Microcredential Course to ensure your team is on the the right track. Join DMEC to get the support you need to ensure employer compliance!

In this episode of the AI in Business Podcast, Brett Kiley, Executive Director of Customer Experience and Client Solutions at CVS Health, joins us for a compelling discussion on the evolving landscape of customer interactions. With over two decades of experience, Brett shares how CVS navigates the challenges of personalization, efficiency, and seamless service across their retail, pharmacy, and health services divisions. To access Emerj's frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1. 

Mark Campanale, founder of the Carbon Tracker Initiative, talks with Paul Moody, Managing Director of Global Partnerships and Client Solutions at CFA Institute,  about the growing risks tied to fossil fuel investments. Mark explains the concept of the carbon bubble—the gap between the carbon in global reserves and what the climate can safely absorb—and what it means for investors, regulators, and financial markets. We explore stranded assets, shifting energy economics, and why renewables and EVs are rapidly changing the game. Packed with insights on climate risk, valuation, and policy, this is a must-listen for anyone navigating the transition to a low-carbon economy.

In this episode we dive into Predictable vs Agile.The ChallengeIn this episode, we are joined by Georgia Stilwell, Director of Client Solutions at Alice, and we debate whether construction projects should prioritize a predictable schedule or embrace an agile, adaptive approach to planning. We explore the benefits, challenges, and cultural shifts needed to implement anti-fragile scheduling in the industry.Continue LearningCheck out our new book The Critical Path Career: How to Advance in Construction Planning and SchedulingSubscribe to the Beyond Deadlines Email NewsletterSubscribe to the ⁠⁠⁠⁠Beyond Deadlines⁠⁠⁠⁠ Linkedin Newsletter⁠⁠Check Out Our YouTube Channel⁠⁠.ConnectFollow ⁠⁠⁠Micah⁠⁠⁠,⁠⁠⁠Greg⁠⁠⁠, and ⁠⁠Beyond Deadlines⁠⁠ on LinkedIn.Beyond DeadlineIt's time to raise your career to new heights with Beyond Deadlines, the ultimate destination for construction planners and schedulers. Our podcast is designed to be your go-to guide whether you're starting out in this dynamic field, transitioning from another sector, or you're a seasoned professional. Through our cutting-edge content, practical advice, and innovative tools, we help you succeed in today's fast-evolving construction planning and scheduling landscape without relying on expensive certifications and traditional educational paths. Join us on Beyond Deadlines, where we empower you to shape the future of construction planning and scheduling, making it more efficient, effective, and accessible than ever before.About MicahMicah, an Intel project leader and Google alumnus, champions next-gen planning and scheduling at both tech giants. Co-founder of Google's Computer Vision in Construction Team, he's saved projects millions via tech advancements. He writes two construction planning and scheduling newsletters and mentors the next generation of construction planners. He holds a Master of Science in Project Management, Saint Mary's University of Minnesota.About GregGreg, an Astrophysicist turned project guru, managed £100M+ defense programs at BAE Systems (UK) and advised on international strategy. Now CEO at ⁠⁠Nodes and Links⁠⁠, he's revolutionizing projects with pioneering AI Project Controls in Construction. Experience groundbreaking strategies with Greg's expertise.Topics We Coverchange management, communication, construction planning, construction, construction scheduling, creating teams, critical path method, cpm, culture, KPI, microsoft project, milestone tracking, oracle, p6, project planning, planning, planning engineer, pmp, portfolio management, predictability, presenting, primavera p6, project acceleration, project budgeting, project controls, project management, project planning, program management, resource allocation, risk management, schedule acceleration, scheduling, scope management, task sequencing, construction, construction reporting, prefabrication, preconstruction, modular construction, modularization, automation, Power BI, dashboard, metrics, process improvement, reporting, schedule consultancy, planning consultancy, material management

On this episode of the Spot Radio Podcast, host Charlie Webb CPPL sits down with Elon Goldbaum from the Network Partner Group to delve into the intricacies of performing a Corrective and Preventive Action (CAPA). They discuss the framework that underpins the CAPA process, highlighting its crucial role in ensuring product quality and compliance in the medical device industry.Charlie and Elon explore the vital importance of the CAPA process, shedding light on how it helps organizations identify, address, and prevent potential issues. They also share valuable tips and strategies to make the CAPA process more manageable and effective, ensuring that businesses can maintain high standards of safety and quality.Tune in to gain insights from industry experts and learn practical advice that can be applied to your own CAPA initiatives. This episode is a must-listen for anyone involved in quality assurance, regulatory affairs, or medical device manufacturing.About our guest:As Vice President, Client Solutions for Network Partners Group, Elon (Lon) brings over 20 years of experience in the medical device field specializing in packaging, labeling, quality management systems, CAPA and sterilization. Lon's multifaceted background provides support and leadership to Network Partners' packaging consulting, quality assurance, labeling, and the Apprentice Leadership Program.Prior to joining Network Partners, Lon held various roles with Baxter Healthcare, Edwards Lifesciences, Endologix and Danaher with a wide range of responsibilities. Lon earned his Bachelor of Science degree in Packaging from Michigan State University.Elon Goldbaum e-mail: elon.goldbaum@onenpg.com

What was on the minds of association and nonprofit CEOs in 2024? What themes and trends came through?In this episode of Associations Thrive, host Joanna Pineda checks back in with Leah Monica, Director of Marketing, and Ray Stankiewicz, Director of Client Solutions at Matrix Group International. They look back on another year of Associations Thrive podcast episodes. They discuss:Storytelling for the Industry, and how associations feel a responsibility to tell the story of their members and industries.How associations are leveraging multi-month programs that combine education, community building, and mentorship.How leaders are adapting to remote and hybrid models in a post-pandemic, hybrid and AI-driven world.The looming membership cliff and how many associations face significant member retirements within the next 5-10 years.Their favorite tips and insights from a year of Associations Thrive episodes.

On this episode Justin records live at HLTH 2024 in Las Vegas. Stay tuned for the next few weeks to hear all his guests. This week tune in to hear Susmit Pal, Global Healthcare Director for Connected Health and Client Solutions at Dell and Ovie Mughelli, MBA, 2X All Pro NFL Veteran and Healthcare & Wellness Advisor. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

In this Making Leaders podcast, we hear from Paige Webster, Director of Commercial Solutions at ATLAS Space Operations and one of three Promise Award Recipients in 2024. Paige joined ATLAS Space Operations in November of 2021 as a Technical Sales Engineer in Client Solutions after completing three internships at NASA's Jet Propulsion Laboratory. Her keen eye for identifying process improvements led her to spearhead the development of a new role that aligned the Operations, Integrations, Engineering and Client Solutions teams to create a more streamlined approach to customer relations. Paige's exemplary performance in this new role she helped create led her to be promoted to her current position of Director of Commercial Solutions, a position in which she focuses primarily on sales and business development, developing ground station solutions for a wide variety of unique missions. She has a unique talent for explaining complex topics in a way that is accessible to diverse audiences, allowing her to bridge the gap between engineering and sales. As a Director of Commercial Solutions, Paige led ATLAS' effort to design the ground station solution to support Blue Origin's DarkSky-1 and follow-on Blue Ring missions. Simultaneously, she oversaw the solution development for more than 12 customer campaigns and managed ATLAS' commercial contracting, resulting in great customer satisfaction. Since joining ATLAS in 2021, Paige has quickly become a significant contributor to the company. She has closed approximately 40% of 2024's current revenue, and is on track to close more than 70% of ATLAS' Commercial and Fed Civil sales by the end of 2024.

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency Also discussed: … Continue reading Episode 240 – The Role of Model Portfolios in Modern Advisory Practices with Ryan Krystopowicz →

Untangling the red tape of global travel with Samantha McKnight, vice-president of Client Solutions for CIBTvisas in London.Subscribe to The Independent Travel newsletter. It arrives in your inbox every Friday, so make sure you're on the list here. Hosted on Acast. See acast.com/privacy for more information.

In this essential episode of "Courage to Advance," host Kim Bohr and global inclusion strategist Mason Donovan tackle a critical challenge facing today's leaders: maintaining organizational cohesion in an increasingly polarized world. Their timely conversation cuts through the noise to deliver practical wisdom on fostering productive workplaces where differences drive innovation rather than division.Through real-world examples, Mason and Kim explore how thoughtful leadership can transform potential friction points into opportunities for organizational growth. Drawing from personal experience and extensive client work, they examine why some corporate inclusion initiatives soar while others stumble, offering senior leaders a strategic framework for making decisions that align with mission and market realities. To access the episode transcript, please search for the episode title at www.TheEmpathyEdge.comKey Takeaways:Inclusion is for the entire organization, no matter if you are in the majority or the minority group. It is more than just policy, it is operating with a lens of inclusion in every aspect of the organization.Everybody has to own inclusion. While leaders may have a greater impact, they cannot be the only ones carrying the inclusion bucket.Politics in the US have put almost everything, every cultural decision, in either the red or the blue. Think about those connections, think about what may be said to others by those decisions, then make a decision. Hard, uncomfortable conversations will come up. Get ahead of them before they begin with policies and training. "When you're a head of organization, everything that you do in public is a representative of that organization." — Mason Donovan From Our Partner:SparkEffect partners with organizations to unlock the full potential of their greatestasset: their people. SparkEffect helps organizations manage change, sustain growth, and chart a path to a brighter future through their tailored assessments and expert coaching at every level.Go to sparkeffect.com/edge now and download your complimentary Professional and Organizational Alignment Review today.About Mason Donovan:Founder/Consultant of The Dagoba Group Mason was Managing Director of Client Solutions for Personified, a human capital consulting firm, before becoming a principal for The Dagoba Group, a New England-based consultancy that specializes in leadership development in inclusion and diversity. He has over 20 years consulting clients in the areas of talent acquisition, performance management, and leading inclusive teams. Mason holds a long list of sales achievement awards for direct sales and sales management. He believes diversity and inclusion is a marketplace differentiator. Co-author of The Inclusion Dividend and SET for Inclusion. Author of the Golden Apple.Connect with Mason: Website: thedagobagroup.com LinkedIn: linkedin.com/in/masondonovan Connect with Kim Bohr and SparkEffectSparkEffect: sparkeffect.comCourage to Advance recording and resources:CourageToAdvancePodcast.comLinkedIn: linkedin.com/company/sparkeffectLinkedIn for Kim Bohr: linkedin.com/in/kimbohrConnect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaX: @redsliceFacebook: Red SliceThreads: @redslicemariaAchieve radical success putting empathy into action with Businessolver. Techlology with heart, powered by people. https://www.businessolver.com/edge

Stephen Grootes speaks with Chris Rule, 10X Investments' Head of Client Solutions, about the potential lessons asset management can learn from the music industry's transformation and disruption.See omnystudio.com/listener for privacy information.

In this insightful episode of the InsuranceAUM.com Podcast, host Stewart Foley engages in a dynamic discussion with Louis Pelosi, Managing Director of Client Solutions at SLC Management's Global Insurance Group. The conversation centers on Best Practices in Strategic Asset Allocation (SAA) in an Evolving Regulatory Environment. Louis shares his deep experience in navigating the complexities of insurance asset management, shedding light on the importance of aligning asset allocation with the liability profiles, regulatory capital concerns, and risk tolerances unique to each insurer.   The episode delves into how regulatory changes and the growing use of alternatives—such as private assets and structured securities—are shaping insurers' strategies. Louis highlights how liquidity management and understanding the business's nuances are critical in constructing efficient portfolios for insurers. Whether you're interested in SAA trends, regulatory insights, or how to effectively manage evolving risks, this episode offers a wealth of practical knowledge for insurance investment professionals.

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry': Chris Rule, head of Client Solutions at 10X Investments.

Guest: Chris Zlocki, EVP and Head of Client Experience, Occupier Services at Colliers International:  Connect with him on LinkedIn: https://www.linkedin.com/in/czlocki/ In this insightful episode of the Industrial Advisors Podcast, hosts Bill Condon and Matt McGregor welcome Chris Zlocki, an experienced leader in client experience and consulting services at Colliers International. Chris shares his unique career journey from studying political science and urban design to leading global consulting practices that integrate design thinking into logistics and supply chain solutions. Key Topics Discussed: Design Thinking in Logistics Chris's Career Journey Supply Chain Solutions & Workforce Analytics AI and Technology Integration Emerging Trends in Industrial and Office Real Estate Timing: 01:34 - Personal Life; 03:24 - Career Path; 06:06 - Driving Value in Business; 08:19 - Service Offerings Overview; 11:35 - Colliers Client Approach; 13:04 - Meeting Client Expectations; 15:22 - Technology in Client Solutions; 18:10 - Emerging Trends in Industrial Real Estate; 18:10 - Emerging Trends in Office Real Estate Next 10-20 Years Connect with us:  Industrial Advisors Website: https://www.industrialadvisors.com/  YouTube: https://www.youtube.com/@IndustrialAdvisors LinkedIn: https://www.linkedin.com/company/industrial-advisors-podcast TikTok: https://www.tiktok.com/@industrialadvisorspod  Subscribe to the Industrial Advisors Podcast for more insights on logistics, real estate, and emerging industry trends.

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we are joined by Mercer Investments' US Financial Intermediaries Leader Gregg Sommer and CAIS' MD and Head of Investments Neil Blundell.Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel.Gregg is Mercer's US Financial Intermediaries Leader, serving US wealth management and family office clients. He is a member of Mercer's Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee. He joined Mercer's Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.Neil brings over 20 years of experience in private markets to CAIS. He recently worked at Invesco as the Global Head of Client Solutions and Alternatives for the Investment Solutions team. He was responsible for developing and managing over $90B in customized multi-asset investment strategies spanning both traditional and alternative solutions and was a member of the team's executive committee, investment committee, and chair of the alternative investment committee. Prior to Invesco, Neil was at BlackRock for 10+ years, where he was most recently Managing Director and Alternatives Platform Head within the Institutional Client Business.Gregg, Neil, and I had a fascinating discussion about how the wealth channel can approach alternatives and how they can think about both diligence and customization. We covered:The case for alternatives.How advisors currently approach alternatives and how they can think about it differently going forward.How to think about portfolio construction that includes alternatives.How alts can help advisors differentiate their practice and attract clients.Following the fast river in a career and why alternatives are “the fast river.”The meaning of “structure over strategy.”The rise in popularity of evergreen funds.Thanks Gregg and Neil for coming on the show to share your views and experience in private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Sponsor, Ultimus Fund Solutions01:17 Podcast Opening and Guest Introduction01:58 Guest Backgrounds and Career Highlights03:43 Discussion on Wealth Channel and Alternatives03:51 The Case for Alternatives07:47 The Evolution of Private Debt08:23 The Moment It Clicked for Alts12:08 Institutional vs. Wealth Channel Approaches13:54 Educating the Wealth Channel15:47 Evergreen Funds and Wealth Channel19:29 Generational Wealth Transfer20:04 Current Market Trends and Private Markets25:29 Importance of Due Diligence in Alternatives26:33 Advisor Allocation Trends26:53 Expected Allocations in the Next Year27:07 Private Equity and Credit Insights27:17 Real Estate and Hedge Funds Outlook27:27 Emerging Infrastructure Strategies27:47 CAIS Platform Overview28:17 Transactional Volume Trends28:36 Registered Funds Growth29:30 Institutional vs. Wealth Channel Behavior30:25 Customization in Private Markets31:22 Technology's Role in Wealth Management35:52 The Importance of Brand in Investments39:26 Strategic Partnerships in Wealth Management39:56 Concerns About Private Markets Growth43:36 Evaluating Manager's Edge45:54 Future of Alternative InvestmentsDisclosureThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

"I think we need to do a better job of understanding each other and plugging each other in where we can help our clients to solve for issues that may not directly impact us, but make a world of difference for them." - Madison Baker Madison Baker, from Marsh McLennan, has expanded her business and online presence exponentially over the last year by creating engaging posts and content on LinkedIn. If you're just starting out in a producer role and you're not using LinkedIn to build your brand, tune in this week to hear from Madison why it's been so crucial for her business, and will be for yours.  Whether you're an up-and-coming broker or consultant, or you've been in this industry for decades, there's one thing that's become pretty evident: if you aren't engaging with your peers and clients through social media, you're missing out on the chance to help so many more clients than you could through traditional methods.  But where do you start? Find out this week on Self-Funded with Spencer. Chapters: (00:00:00) Introducing Madison Baker (00:00:48) The Importance Of Networking In Insurance (00:16:37) Communicating About Risk With Clients (00:21:44) Learning How To Always Bring Value (00:34:05) Approaching Risk Differently In The Current Market (00:46:39) Building A LinkedIn Brand From Scratch (00:48:00) LinkedIn's Impact on Prospecting Key Links for Social: @SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words:  #InsuranceNetworking #CareerProgression #ProducerTraining #BusinessPlan #AddingValue #TalentGap #RiskManagement #LinkedInBranding #BusinessGrowth #SelfInsurance #AIinInsurance #ClientSolutions #selffunded #podcast Insurance Networking, Career Progression, Producer Training, Business Plan, Adding Value, Talent Gap, Risk Management, LinkedIn Branding, Business Growth, Self Insurance, AI in Insurance, Client Solutions, self funded, podcast --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

"I think we need to do a better job of understanding each other and plugging each other in where we can help our clients to solve for issues that may not directly impact us, but make a world of difference for them." - Madison Baker Madison Baker, from Marsh McLennan, has expanded her business and online presence exponentially over the last year by creating engaging posts and content on LinkedIn. If you're just starting out in a producer role and you're not using LinkedIn to build your brand, tune in this week to hear from Madison why it's been so crucial for her business, and will be for yours.  Whether you're an up-and-coming broker or consultant, or you've been in this industry for decades, there's one thing that's become pretty evident: if you aren't engaging with your peers and clients through social media, you're missing out on the chance to help so many more clients than you could through traditional methods.  But where do you start? Find out this week on Self-Funded with Spencer. Chapters: (00:00:00) Introducing Madison Baker (00:00:48) The Importance Of Networking In Insurance (00:16:37) Communicating About Risk With Clients (00:21:44) Learning How To Always Bring Value (00:34:05) Approaching Risk Differently In The Current Market (00:46:39) Building A LinkedIn Brand From Scratch (00:48:00) LinkedIn's Impact on Prospecting Key Links for Social: @SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words:  #InsuranceNetworking #CareerProgression #ProducerTraining #BusinessPlan #AddingValue #TalentGap #RiskManagement #LinkedInBranding #BusinessGrowth #SelfInsurance #AIinInsurance #ClientSolutions #selffunded #podcast Insurance Networking, Career Progression, Producer Training, Business Plan, Adding Value, Talent Gap, Risk Management, LinkedIn Branding, Business Growth, Self Insurance, AI in Insurance, Client Solutions, self funded, podcast --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

Organizations may assume an outsourced partner would be more expensive, but what about the cost of internal resources used while a role remains vacant? Understanding these factors is essential for anyone involved in HR or procurement to navigate today's workforce challenges, whether considering RPO, MSP, or total talent solutions. How do workforce leaders develop strategies for balancing cost-effectiveness with operational efficiency? Tom Leeper, Vice President of Client Solutions at Sevenstep, joins Elliot Clark, CEO of HRO Today, in this episode of the "HRO Today Educational Podcast Series" to provide expert insights on navigating the complexities of workforce strategy. Tom's extensive experience as both a provider and practitioner brings a unique perspective to the discussion. Tune in to gain valuable knowledge about the essential metrics CHROs and TA leaders must consider, the true costs associated with in-house strategies, and the comparative efficiency of internal versus external talent solutions. 

In this episode, Warren Ingram and Chris Rule, Head of Products and Client Solutions at 10X,  discuss the difference between volatility and risk in investing. They discuss that volatility, understanding the difference between permanent loss of capital and volatility, and how to manage and mitigate these risks through diversification and goal setting.TakeawaysVolatility is the measure of how much an investment goes up and down, while risk is the chance of not achieving your financial goals.Permanent loss of capital is when an investment goes to zero and you will never get that money back.Risk can be managed and mitigated through diversification, goal setting, and sound planning.Behavioral biases, such as fear of missing out and loss aversion, can affect investment decisions and should be managed.Investors should focus on the risks they can control and dial down the noise from media headlines.For more valuable insights from the 10x team, click here.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Son muchas las empresas que, una vez que han afianzado su negocio en el mercado nacional, se plantean seguir creciendo fuera de las fronteras de su país de origen. Y, gracias a la digitalización, el salto al mercado exterior es hoy más sencillo que nunca. Sin embargo, siguen existiendo barreras que van desde el desconocimiento de los mecanismos de financiación hasta la incertidumbre sobre el funcionamiento del nuevo mercado en el que se desea operar o la elección del mejor canal para comercializar nuestro producto. Para resolver algunas de las preocupaciones más frecuentes a las que se enfrenta un negocio que se plantea la internacionalización de su actividad, nos acompañan Diana Santos y Federico Gualtieri, miembros del equipo de Client Solutions en BBVA.

Join us on the latest episode of "Experience Better: The CX Podcast," where we explore the dynamic world of mobile app technology in the utility sector. Our guest, Erind Shkurti, Director of Client Solutions and Mobile Apps at KUBRA, shares his invaluable insights on increasing user engagement and the impact of mobile innovation on customer interactions. Dive into topics such as the balance of convenience and security, the adoption challenges utilities face, and why staying current in the mobile space is crucial for a frictionless customer experience. Whether you're a utility professional or a tech enthusiast, this episode offers a deep dive into the strategies and trends driving mobile app development in utilities today. Don't miss it – tune in to discover how these technologies are powering a connected and resilient future.

Send us a Text Message.In this episode of The New Warehouse Podcast, we are joined by Robert Iaria, the Vice President of Client Solutions and Logistics at B-Stock Solutions. B-Stock Solutions, renowned for its innovative approach to handling returns, excess, and unsold inventory, plays a pivotal role in the recommerce industry. Robert shares insights on tackling one of the industry's pressing issues—managing excess inventory efficiently. Check out Toyota's free to use platform right here at http://my.toyotaforklift.com/ Free floor tape and floor sign samples from Mighty Line! Get yours here.Follow us on LinkedIn here for more content.All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts SpotifySupport the Show.

In this episode of The Orange Chair Podcast, Ben Vaughan, Director of Client Solutions, and Brian Becker from KeyMark's Professional Services team sit down with Tim Tallaksen, the Senior Director of Global Sales Operations and Enablement at Hyland, to dive into Intelligent Document Processing also known as IDP. Tune in to learn what IDP is and how it can benefit your company!

Millions of college students across the US graduate each spring and enter the workforce. When today's retirees entered the workforce in the early 1980s, pension plans and Social Security benefits were two of the main sources of retirement income. Just a couple decades later, defined benefit (DB) plans were overtaken by defined contribution (DC) plans such as 401(k)s, and an aging population was slowly depleting the Social Security Trust Fund. This was a massive shift in a relatively short period of time, and it forever changed one of the most important and challenging aspects of personal finance. Workers are facing another pivotal moment in retirement saving, especially as higher interest rates change the investment landscape. What's increasingly clear is that employer-based plans will play a crucial role in helping people financially prepare for retirement. This episode of The Outthinking Investor brings together fresh perspectives on the future of DC and DB plans in a higher-rate environment, expanding investment options in retirement plans, retirement challenges arising from an aging workforce and growing debt, and more. Our guests are Barb Marder, CEO of the Employee Benefit Research Institute (EBRI); Brooke Masters, US financial editor of the Financial Times; and Josh Cohen, Head of Client Solutions for PGIM DC Solutions. For more retirement insights, listen to The Accidental Plan Sponsor, a podcast series from PGIM DC Solutions.

See my $185,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/posts Best Spring Deals: https://amzn.to/3NGmBPT Today I speak with Shang Chou, Head of Client Solutions, at Kurv Investments who manage popular income ETFs like TSLP, AMZP among others that have the chance at giving out high monthly dividends with their options trades. Shang and I go over what makes Kurv ETFs different, the investment strategy, risks, among others. Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one --- Support this podcast: https://podcasters.spotify.com/pod/show/collect-cash/support

“Of all the opportunities legal operations teams might identify to save time, money, and resources while potentially improving quality, Robotic Process Automation may currently offer the biggest and most immediate opportunities.”That is from the forthcoming book, "Legal Operations in the Age of AI and Data," specifically the “Automation in Legal Departments” chapter written by Tara Emory, Wilzette Louis and Adam Poeppelmeier of Redgrave Data, and Kassie Burns of King & Spalding.  (Available for pre-order now from Globe Law & Business.)Automating repetitive tasks and workflows required to effectively advance litigation frees litigators and support teams to focus on “strategic, analytical, and high-value work,” say the authors. Boosted by AI technology, like natural language processing, these tools can conduct data extraction and analysis from volumes of documents, create new documents, summarize documents, or initiate document drafting.How can litigators best leverage these capabilities? Listen as our first-time guest host Sara Lord interviews Redgrave Data's Tara Emory, SVP, Legal AI Strategy, and Wilzette Louis, Director of Client Solutions. Tara is a highly regarded legal industry executive and recognized expert in legal AI, ediscovery,  information governance operations, and consulting. She plays a leadership role in The Sedona Conference and was contracted to serve as eDiscovery Lead on the House of Representatives Select Committee to Investigate the Jan. 6th Attack on the U.S. Capitol. Tara holds a JD and LLM in International and Comparative Law from Duke University School of Law.Wilzette is an ediscovery expert and advisor focused on approaches for using technology and workflows to  maximize effectiveness, efficiency, and overall client satisfaction. Wilzette has a BS in computer science from the New York Institute of Technology.I welcome as guest host for the podcast Sara Lord, a former practicing attorney with a decade of experience in data analytics. Sara applies her talents in large and small law firms and businesses to explore and address the cultural and practical barriers to diversity in law, and client-first business-oriented practices. As Managing Director of Legal Metrics, she leads a team of experts focused on providing the tools to support data-driven decision making in legal operations and closer collaboration between law firms and their clients through automation and standardization of industry metrics. Sara earned her J.D. from New York University School of Law. Listen as Sara speaks with Tara and Wilzette about the game-changing potential of robotic process automation and AI, and how these are not just futuristic concepts but practical solutions to today's legal challenges. *******This podcast is the audio companion to the Journal of Emerging Issues in Litigation. The Journal is a collaborative project between HB Litigation Conferences and the vLex Fastcase legal research family, which includes Full Court Press, Law Street Media, and Docket Alarm.If you have comments, ideas, or wish to participate, please drop me a note at Editor@LitigationConferences.com.Tom HagyLitigation Enthusiast andHost of the Emerging Litigation PodcastHome Page

Last year Ronan spoke to Paul Conaty, Principal Consultant at mobile and cloud security specialist CWSI about hybrid working which was one of the biggest predicted trends on the tech industry in 2023. Ronan caught up with Paul who is now Client Solutions Director - Security & Compliance at CWSI. Paul spoke about his background, the coffee shop security model, hybrid working, device as a service, AI and more  MORE ABOUT CWSI: CWSI are one of Europe's most experienced mobile and cloud security specialists, providing flexibility, security and productivity solutions to the private and public sectors in the UK and Europe. Theirr purpose is to help organisations thrive, and stay secure, in a mobile world. CWSI was founded in Ireland in 2010 by Conor Headon, Philip Harrison and Ronan Murphy. The idea for the business was sparked by the launch of the very first iPad and the realisation that few IT teams had the knowledge or skills to get the best from these devices in an enterprise environment. CWSI originally partnered with MobileIron, one of the first solutions on the market to leverage Apple's device management APIs to enable enterprise users to maximise the benefits of the smartphone while giving IT teams visibility, control and management of the device. From this simple initial idea, and a single desk in the corner of the living room, the business has expanded to provide a full suite of enterprise mobility, security and productivity solutions to some of Ireland and the UK's leading organisations and supported by some of the industries most talented technologists.

Last year, Ronan spoke to Paul Conaty, Principal Consultant at mobile and cloud security specialist CWSI, about hybrid working, which was one of the biggest predicted trends in the tech industry in 2023. Ronan caught up with Paul, now Client Solutions Director - Security & Compliance at CWSI. Paul spoke about his background, the coffee shop security model, hybrid working, device as a service, AI and more. MORE ABOUT CWSI: CWSI are one of Europe's most experienced mobile and cloud security specialists, providing flexibility, security and productivity solutions to the private and public sectors in the UK and Europe. Their purpose is to help organisations thrive, and stay secure, in a mobile world. CWSI was founded in Ireland in 2010 by Conor Headon, Philip Harrison and Ronan Murphy. The idea for the business was sparked by the launch of the very first iPad and the realisation that few IT teams had the knowledge or skills to get the best from these devices in an enterprise environment. CWSI originally partnered with MobileIron, one of the first solutions on the market to leverage Apple's device management APIs to enable enterprise users to maximise the benefits of the smartphone while giving IT teams visibility, control and management of the device. From this simple initial idea and a single desk in the corner of the living room, the business has expanded to provide a full suite of enterprise mobility, security and productivity solutions to some of Ireland and the UK's leading organisations and supported by some of the industries most talented technologists. See more podcasts here.

Title: The Ever Changing World of Media & Entertainment Guests: Ben Cohon, VP of Brand Partnerships & Client Solutions NA at DAZN Podcast Perks:  Thanks to Screen Skinz, the #1 branded screen protector, for their support of the podcast! Screen Skinz allows you to personalize your screen protector with custom or officially licensed designs that disappear, get yours today by visiting ⁠screenskinz.com⁠ and use the code “LIFO24” at checkout for 20% off https://www.screenskinz.com/?ref=LIFO24 AND don't forget you can get 15% off Suja Organic today with the code "LIFO" at the link: sujaorganic.pxf.io/1rM9Da --- Send in a voice message: https://podcasters.spotify.com/pod/show/lifeinthefrontoffice/message

Guest: Thomas Leeper, Vice President of Client Solutions at Sevenstep What are successful talent acquisition and hiring teams doing differently to address the latest challenges of the labor market? Could predictive workforce intelligence tools and talent analytics be the difference makers for the organizations looking to attract top-talent in the marketplace? In this latest episode of the HR Works Podcast, Thomas Leeper, Vice President of Client Solutions at Sevenstep, joins to helps us take a closer look at how are hiring teams and organizations taking advantage of an evolving access to analytics and deeper understanding of the talent market. Listen as Thomas shares findings from a recent Sevenstep report, Predictive Workforce Intelligence Comes of Age, explaining what the latest workforce analytics are telling us about the future of the talent market, and which data sets and trends hiring teams need to be paying closer attention to going into 2024.

We are in the midst of an era defined by constant change. Many organizations are rising to the challenge, transforming faster than ever and embracing new technologies. But research shows that some companies are truly leading the way, embracing a strategy that Accenture calls Total Enterprise Reinvention. So what does it mean to be a Reinventor? In this episode, our host Josh Klein leads a roundtable discussion with Jack Azagury, Group Chief Executive, and Penelope Prett, former Chief Information, Data and Analytics Officer and now lead for the Workday Business Group at Accenture. We'll also speak with David Puente, Global Head of Client Solutions at BBVA.

What do the greatest research minds share when brought together? If you're experiencing a serious case of FOMO because you didn't make it or are just wondering what everyone else was talking about while you were there, we bring you the Insights Association Corporate Researcher's Conference in a nutshell. When it comes to market research, consumer insights, shopper insights, survey sample fraud, focus groups, UX and CX, mock juries, what AI can do in the industry, and what the heck a synthetic respondent is, we have you covered.  Hear it all right from these research pros: Melanie Courtright - Chief Executive Officer at Insights Association. Listen to our episode with Melanie, MRX Mavericks: Protecting and Serving the Industry with Melanie Courtright Andrew Cannon - Co-Founder of EQJOY, and Executive Director at GRBN. Listen to our episode with Andrew, Fostering a Life of Joy with Debby Schlesinger-Hellman and Andrew Cannon Andrew Seinfeld - Innovation Ambassador at Appinio. Carlos Hevia - Business Development Director at Multilingual Connections. Listen to our episode with Carlos, The Art and Science of Language Translation for Market Research. Carrie Angiolet - Principal & President at Illuminas. Danny Farkas - Director, Business Development at Virtual Incentives. Jim Kershaw - VP/Senior Consultant of Burke, Inc. John Sadler - Vice President of Client Solutions at RIWI. Julia Eisenberg - EVP, Strategy & Insights at Sago. Karen Krishfield - Previously Principal, Research Enablement at Hulu, now Free Agent. Kelli Hammock - Strategic Communications Director at L&E Research. Mark Resnick - Vice President of Sales at Zappi. Pierson Wofford - Executive Recruiter at Smith Hanley Associates. Sasha McCune - VP - Practice Leader - Media, Entertainment & Culture at CMB. Listen to our episode with Sasha, What's up with Analysis Paralysis, Corporate America? With Sasha McCune Scott Johnson - Strategic Account Executive at L&E Research.

Join us as we dive into the world of data-driven results and customer experience with Brandon Kirk of Rogers Sports & Media. We explore how data shapes advertising and in turn enhances the customer experience.In this episode, Lauren sits down with Brandon Kirk, Vice President of Client Solutions at Rogers Sports & Media. Brandon is a sales executive with over 15 years of experience in companies such as CanWest, Time Inc., and Sports Illustrated.We kick things off by stressing on the importance of time and data in determining business results. We discuss Rogers Sports and Media's move to content-rich partnerships to improve customer experience. We discover how Rogers leverages a large volume of data, from wireless data to set-top boxes, crafting unique advertising segments that hit right on target.The conversation flows into customer experience. Brandon breaks down the media landscape and the crucial role of feedback in driving excellence. We finish up by discussing the impact of tools like Salesforce and the influence of AI on predicting customer behaviors.Watch the Full Episode on YouTube: youtube.com/@ExpertsofExperienceIf you enjoyed this episode, please be sure to rate our show on Spotify and Apple Podcasts. Imagine running your business with a trusted advisor who has your success top of mind. That's what it's like when you have a Salesforce Success Plan. With the right plan, Salesforce is with you through every stage of your journey — from onboarding, to realizing business outcomes, to driving efficient growth.Learn more about what's possible on the Salesforce Success Plan website: http://sfdc.co/SalesforceCustomerSuccess (00:00) Preview and Introduction(02:28) Rogers Sports' Influence in Canada(05:42) New Age of Advertising & Customer Engagement  (08:33) Modern Metric Measurement Strategies & Tools(15:06) Leveraging Data Driven Insights for Growth(22:51) Harnessing Tech: Salesforce, AI, and Predictive Engagements(25:52) The Role of Collaboration in Customer Experience(31:25) Future of Media: Streaming & The Rogers-Disney Collaboration

Join us for a conversation with Alicia Brooks, Client Solutions & Development Marketing Lead, and Melinda Hightower, Head of Multicultural Strategic Client Segments. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.

You know your organization's mission and likely have some successful programs. But when you step back and look at the big picture of what you want to achieve, are your programs moving the needle? Or is there a way you can make an even bigger impact, even if it means significant (and maybe scary) internal changes? On this Go Beyond Fundraising podcast episode, Whitney Norman, Pursuant's Vice President of Client Solutions, chats with Michelle Romero, Chief Strategy Officer at Dream.org. Michelle has been leading some meaningful conversations about what transformative change is and how organizations can approach it authentically. Let's dig in.

Welcome back to The Mix Tape! In this 2-part special edition, Mix Talent teamed up with ADVI Health to bring together women leaders in Cell and Gene Therapy to discuss the journey from manufacturing to commercialization. This series will feature insights from our incredible guests on their learnings from past experiences, tips and tricks, and anticipated trends in biotech. In this episode, Mix Talent's Director of Client Solutions and Scientific Partnerships, Tori Schaefer, is joined by Susan Nichols (President and CEO of Propel Biosciences) and Adora Ndu (Chief Regulatory Officer at BridgeBio) to discuss drug development and manufacturing for cell and gene therapies. Susan and Adora will discuss learnings from past experiences, how to become part of the solution for the future success of cell and gene therapy, the value of the patient community, and their prediction that things are looking up for gene and cell therapy from all corners of the business.

As more research and case studies emerge, the evidence supporting the benefits of a shorter workweek continues to grow, making it an increasingly popular choice for forward-thinking organizations. However, despite the positive outcomes, the majority of companies still struggle with the idea of adopting a four-day work week.In this episode of “Bring Out the Talent” we explore the findings from a 12-month study on a four-day workweek - unveiling its impact on success rates, revenue, well-being, and more. Joining us to discuss this popular topic is our returning guest, Jordan George. Jordan is a Principal Consultant and Head of Client Solutions at Curium Solutions US, an award-winning business transformation consultancy working with global brands.  Tune in as we arm you with actionable insights for navigating this transformative shift. 

In this episode, we are joined by Melinda Giese, the Senior Vice President of Client Solutions at CHG Healthcare, to discuss the top challenges in the clinical workforce, the best practices for recruitment in hospitals and health systems, the benefits of having a staffing partner and a lot more. This episode is sponsored by CHG.

In this episode our host Paige Wilson sits with Andy Aston, Managing Director of Natural Resources and Global Head of Client Solutions of Turner & Townsend, to discuss how he got started in the Oil and Gas Industry along with his experiences in leadership after traveling the world. LinkedIn: https://www.linkedin.com/in/andy-aston/ Company: https://www.turnerandtownsend.com/ Special thanks to CBRE for sponsoring the podcast! Unlock the power of your energy, oil, and gas portfolio with CBRE. Learn more at www.cbre.com/EOG Click here to take it one question survey and receive OGGN hardhat/laptop stickers Enjoying the show? Leave me a review here Brought to you on the Oil and Gas Global Network, the largest and most listened-to podcast network for the oil and energy industry. More from OGGN ... Podcasts LinkedIn Group LinkedIn Company Page Get notified about industry events

On the latest episode of the WGI Unleashed Podcast, we had the opportunity to sit down with Jacob Gonzalez, WGI's VP of Client Solutions, based out of our Houston, TX, office. Jacob joined the WGI team over five years ago and has passionately dedicated his time to helping leverage WGI's multi-discipline platform in order to provide our partners and clients with integrated solutions and maximum value. In our sit down, we had the opportunity to discuss many details surrounding Jacob's personal & professional life, such as what it was like growing up as a fourth-generation Texan and 1st generation "Houstonian," where he was born, raised and still resides with his family to this day. Jacob also explained how he was introduced to the AEC industry at a young age, spending his summers surveying in the sweltering Texas sun with his father and grandfather, who are both professional surveyors. In this episode, we discovered how Jacob remained in Houston to attend college, initially starting his post-secondary education as a Psychology major at Sam Houston State University before quickly realizing that was not the path for him. After this revelation, Jacob promptly transferred to the University of Houston, where he graduated with a Bachelor of Science in Civil Engineering with a specialization in Structural Engineering. Although Jacob initially started in the field of Restoration Engineering, where he stayed for many years, after being forced to face one of his greatest fears on a particular project, he decided it was time for a change and switched gears to a role in project management. Jacob then elaborated on how & why he fell in love with project management, explaining his "the buck stops here" philosophy and letting us in on the reason he refers to himself as an integrator and an influencer, although it's not why you may think

Hank is an author, speaker, podcast host and Sr. Manager of Client Solutions at iContact, a Ziff Davis company. With a passion for all things digital and social, combined with more than 20 years of experience in sales and marketing, he has been dubbed the Digital Marketing Infotainer because he makes marketing fun and successful. Questions for Hank? - Click Here

“Diverse suppliers should focus on what's important to the companies they're engaging with. They have to be able to scale, operate, and deliver, leading to better outcomes relative to services and products.” – Curtis Crowder Mishaune Sawyer is the Senior Regional Diversity, Equity, and Inclusion Manager at JE Dunn Construction. A leader in the commercial construction industry since its founding in 1924, JE Dunn is a family-owned, employee-owned commercial building contractor headquartered in Kansas City. Mishaune has over two decades of professional experience in diversity, equity, and inclusion. She is the former Director of Projects at ERS Enterprises, Inc., where she served for over 20 years before joining JE Dunn Construction. She holds a Bachelor of Arts in Political Science from Emory University and a J.D. from DePaul University College of Law. Kris Oswold is the Vice President of Global Supplier Diversity at UPS. Kris is a leader in global business process design and organizational transformation who has built a career at UPS designing and executing global organizational change through formal programs and personal leadership. As the Vice President of UPS's Global Supplier Diversity program, Kris is dedicated to expanding opportunities for diverse suppliers and enabling them to collaborate with UPS. She holds a Bachelor's degree from the University of Washington. Curtis Crowder is a cross-functional senior executive, award-winning entrepreneur, and diversity leader. He is the Director of Global Supplier Diversity, Sustainability, and Innovation at Fiserv, a leading global technology provider for the financial services industry. Curtis served as the Chief Information Officer of Jetaire Flight Systems and the Director of Client Solutions for Metasys Technologies before joining Fiserv. He also formerly served as the founder and CEO of Syntellus Dataworks for over a decade before joining SPI as an infrastructure solutions partner in 2014. He holds a degree in Management from Georgia Institute of Technology. Mishaune, Kris, and Curtis join us today to share their insights on how they select diverse suppliers. They describe the key factors corporations evaluate when considering working with diverse suppliers. They explore how diverse suppliers can demonstrate scalability to corporations they want to work with. They also outline best practices and innovative tips for leveraging diversity and gaining access to corporate procurement opportunities. This week on Breaking Barriers: Business continuity, value proposition, and other factors corporations consider when working with diverse suppliers What scalability means in the context of supplier diversity The relationship between scale and capacity How training programs can bridge the scalability gaps among diverse contractors How diverse suppliers can differentiate themselves from other suppliers The importance of networking and relationship-building True software providers as diverse suppliers What ESG initiatives permanent recruitment firms should solve How IT Solutions providers can show they're hungry, humble, smart, and willing to show the sweat equity The value of brainstorming sessions and discovery meetings with supplier diversity professionals Finding the best point of entry in growth relationships with the right person in corporations Creating relationships in supplier diversity and beyond Resources Mentioned: National Association of Minority Contractors National Association of Women in Construction Connect with Mishaune Sawyer: JE Dunn Construction Mishaune Sawyer on LinkedIn Connect with Kris Oswold: UPS Kris Oswold on LinkedIn Connect with Curtis Crowder: Fiserv Services Technology Fiserv on LinkedIn Fiserv on Facebook Fiserv on Twitter Curtis Crowder on LinkedIn This podcast is brought to you by Hire Ground Hire Ground is a technology company whose mission is to bridge the wealth gap through access to procurement opportunities. Hire Ground is making the enterprise ecosystem more viable, profitable, and competitive by clearing the path for minority-led, women-led, LGBT-led, and veteran-led small businesses to contribute to the global economy as suppliers to enterprise organizations. For more information on getting started please visit us @ hireground.io today! If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify Be sure to share your favorite episodes on social media and join us on Facebook, Twitter, and LinkedIn.

“As supplier diversity leaders and professionals, we need to open our eyes and minds to doing something differently and finding new ways to engage stakeholders, scale with the program, and create inclusion.” – Curtis Crowder Curtis Crowder is a cross-functional senior executive and award-winning entrepreneur, and diversity leader. He is the Director of Global Supplier Diversity, Sustainability, and Innovation at Fiserv, a leading global technology provider for the financial services industry. Before joining Fiserv, Curtis was the Chief Information Officer of Jetaire Flight Systems and the Director of Client Solutions for Metasys Technologies. He also formerly served as the founder and CEO of Syntellus Dataworks for over a decade before joining SPI as an Infrastructure Solutions Partner in 2014. Curtis joins me today to discuss creating innovation in supplier diversity and sustainability. He outlines how he transitioned his career from deep technology to supplier diversity. He describes Fiserv's services and how supplier diversity sits within its global strategic sourcing. He explains supplier sustainability at the enterprise level with Environmental, Social, and Governance metrics and how supplier sustainability can be viewed from the lens of the supply chain and vendors themselves. Curtis also highlights how supplier diversity and supplier sustainability walk hand-in-hand in Fiserv and underscores how supplier diversity professionals and leaders can lead the next steps toward creating an equitable and inclusive marketplace for buyers and suppliers. This week on Breaking Barriers: Curtis' career history and background in deep technology Starting his company and what propelled Curtis' passion for supplier diversity Fiserv and how it serves to move information and money around the world The role of passion and what inspires Curtis to continue working in supplier diversity The importance of a solid onboarding process for suppliers Setting expectations as supplier diversity leaders What supplier diversity looks like in Fiserv on a global scale How supplier diversity differs according to geography and culture Risk management and mitigation and assessing the risk and maturity of a supply chain How diverse suppliers can prepare with Fiserv Total disruption and what supplier diversity professionals and leaders can do to innovate The role of technology in creating modern, equitable, and inclusive marketplaces Connect with Curtis Crowder: Fiserv Services Technology Fiserv on LinkedIn Fiserv on Facebook Fiserv on Twitter Curtis Crowder on LinkedIn This podcast is brought to you by Hire Ground Hire Ground is a technology company whose mission is to bridge the wealth gap through access to procurement opportunities. Hire Ground is making the enterprise ecosystem more viable, profitable, and competitive by clearing the path for minority-led, women-led, LGBT-led, and veteran-led small businesses to contribute to the global economy as suppliers to enterprise organizations. For more information on getting started, please visit us @ hireground.io today! If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify Be sure to share your favorite episodes on social media and join us on Facebook, Twitter, and LinkedIn.