Podcasts about corporate advisory

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Best podcasts about corporate advisory

Latest podcast episodes about corporate advisory

CFA Society Chicago
Investment Exchange Forum - 2025 Investment Themes - Geopolitics

CFA Society Chicago

Play Episode Listen Later Mar 31, 2025 44:10


If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.

Third Sector
The merits of a corporate advisory board

Third Sector

Play Episode Listen Later Jan 24, 2025 27:51


Lucinda Rouse and Dami Adewale are joined by Tamsyn Hanrahan, director of partnerships and philanthropy at Save the Children UK, and Beth Knight, social sustainability director at Lloyds Banking Group and chair of Save the Children UK's corporate advisory board.Tamsyn explains why Save the Children UK decided a corporate advisory board would be of benefit to the charity, and how it went about forming one a year ago, including a rigorous recruitment process for senior executives.She describes the merits of the board in providing a critical but friendly voice and helping the charity sharpen its pitches to potential new partners. Beth talks about the board's support to Save the Children UK's operations, including its use of new technology, and how it has helped bridge the cultural divide between the business and charity worlds.Do you have stories of people whose lives have been transformed for the better thanks to your charity? If so, we'd like to hear them! All it takes is a short voice message to be featured on this podcast. Email lucinda.rouse@haymarket.com for further information.Tell us what you think of the Third Sector Podcast! Please take five minutes to let us know how we can bring you the most relevant, useful content. To fill in the survey, click here. Hosted on Acast. See acast.com/privacy for more information.

Market Matters
2025 Corporate Compass: Insights for a Transformative Year

Market Matters

Play Episode Listen Later Jan 7, 2025 27:19


In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the insights from J.P. Morgan's 2025 Corporate Compass report. They highlight key economic trends and opportunities, examining the effects of global political shifts, anticipated growth and inflation, and the transformative potential of AI. The discussion also covers the impact of deregulation on smaller companies and M&A activity. Additionally, they address potential risks like geopolitical tensions and supply chain vulnerabilities, offering strategic insights for corporate leaders to navigate the rapid changes and uncertainties of 2025.   Click here to learn more about the Corporate Compass report: jpmorgan.com/CFA   This episode was recorded on December 19, 2024. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​ © 2025 JPMorgan Chase & Company. All rights reserved. ​

Sustainable connections
Episode 25: The future of water resilience in the US featuring J.P. Morgan

Sustainable connections

Play Episode Listen Later Nov 19, 2024 42:31


Mark Lee talks to Vamsi Alla, Managing Director in J.P. Morgan's Corporate Advisory and Sustainable Solutions team, and Pradipta Parhi, an Executive Director in J.P. Morgan's Climate Technology, Innovation and Strategic Investment team, about their new report with ERM exploring the critical challenges and opportunities surrounding water resilience in the US.Their conversation covers:·       Water insights from COP16 ·       Company water resilience issues in the US·       Managing water risks and opportunities·       Water at COP29Related links:The Future of Water Resilience in the U.S.

BoWTalks
An inside into restructuring with Kinsey and Shalini from KordaMentha

BoWTalks

Play Episode Listen Later Aug 5, 2024 37:43


Good morning and happy Monday! This week we are joined by Kinsey and Shalini, Associates from the Restructuring Team at KordaMentha, an advisory and investment firm focused on business value recovery, protection and growth. KordaMentha provides a range of services, including Restructuring, Forensic Accounting, Financial Crime, Performance Improvement, Real Estate, Cybersecurity, Data Analytics, and Corporate Advisory services.   Join us in this episode as we gain insight into working in restructuring, its two types of operations and related opportunities. As Kinsey and Shalini reflect on their personal experiences, we will dive into details of specific projects as well as how they apply different skillsets on the daily. This episode will also share both associates' journey into restructuring as well as their advice for the application process and university students.    Show your support for BoWTalks by subscribing on Apple Podcasts or following on Spotify. Alternatively, you can leave a review on Apple Podcasts.   Looking to join Banking on Women? Connect with us on Instagram, LinkedIn or visit our website. ⁠https://linktr.ee/bankingonwomen⁠   Looking to collaborate on BoW Talks episode? Say hi at ⁠podcast.director@bankingonwomen.org.au

Market Matters
What's The Deal? | Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference

Market Matters

Play Episode Listen Later Mar 14, 2024 20:28


This episode dives into insights from J.P. Morgan's Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable Solutions & Green Economy Investment Banking in EMEA. They discuss the diverse ecosystem of green companies, evolving investor landscape, innovative financing, the role of public policy in driving green transition and more.   This episode was recorded on March 11, 2024.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.   © 2024 JPMorgan Chase & Company. All rights reserved. 

The CEO Sessions
Why Bad News Builds the Brand - Chris Deri President, Corporate Advisory Businesses, and Chief Corporate Affairs Officer, at Weber Shandwick

The CEO Sessions

Play Episode Listen Later Feb 27, 2024 49:52


Bad News Builds Your BrandChris Deri, President, Corporate Advisory Businesses, and Chief Corporate Affairs Officer, at Weber Shandwick - the global PR and Communication Firm, shares his top strategy for building your brand and reputation even when delivering bad news in a terrible situation.Many leaders hide or run from a problem or accident. They build a team to make problems "go away" or and “sweep them under the rug”...…Chris and his team take a different approach.You'll discover the process he and his team uses when leaders face their darkest moments to...…earn more trust.…build your brand.…boost your credibility.Bottom line, Chris' message shows us the power of honest communication in difficult times.You'll also hear a few surprising example of companies mishandling it. Ugh!—Chris has decades of experience advising Fortune 500 CEOs and C-Suite leaders on communications and reputation/stakeholder management.He's also worked in many global markets and different countries over the course of his career.Before PR and communications, Chris has worked in US presidential politics, AIDS advocacy and has served on the boards of social justice and peace building organizations – this experience has very much informed his current leadership style.LinkedIn Profile https://www.linkedin.com/in/chris-deri-1451373/Company Link: https://webershandwick.com/What You'll Discover in this Episode:Why He Has Terracotta Warrior in his Office.What He Learned in the “Cleveland, Ohio of China”.Why He Moved to China and What He Learned.The First Business he Started.How to Earn Trust.The Biggest Mistake He's Seen a Company Make in China.Why You May Need a Chief Corporate Affairs Officer.The Biggest Mistake Leaders Make in Crisis Communication.An Example of Bad Communication in a CrisisA Tip for Delivering Bad News How He Broke Sales Records in Mongolia with a Celebrity ChefCommunication Tips from Donald Trump, Joe Biden, and Al GoreWhat Leaders can Learn from Losing a Presidential Election-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

Market Matters
What's The Deal? | A Guide to Navigating 2024 for Corporate Decision Makers

Market Matters

Play Episode Listen Later Jan 10, 2024 18:27


In this podcast, Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, regroups with his teammate Evan Junek to introduce their latest “Corporate Compass” report, which outlines how corporate clients can proactively de-risk their financial needs to be well-positioned for navigating 2024 and beyond. Rama and Evan dive into the challenges and opportunities arising from these key themes – today's interest rates and cost of capital, value of scale and overall market risks – providing actionable strategies for boards, CEOs and senior management.   Read the full “Corporate Compass” report: https://www.jpmorgan.com/corporate-compass-report Some of the datapoints referenced in this podcast are sourced from FactSet as of year-end 2023. This episode was recorded on January 4, 2024. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2024 JPMorgan Chase & Company. All rights reserved.

MoFo Perspectives Podcast
Episode 10 - How Large Financial Institutions Are Integrating Climate Strategies

MoFo Perspectives Podcast

Play Episode Listen Later Oct 11, 2023 53:01


The tenth episode in this series focuses on “How Large Financial Institutions Are Integrating Climate Strategies,” with Suz Mac Cormac, Global Co-chair of the Environmental, Social, and Governance (ESG) and Social Enterprise + Impact Investing practices at MoFo, interviewing Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions at J.P. Morgan.

The Fintech Blueprint
Deconstructing fintech innovations, valuations, and exit strategies,with Royal Park Partners Managing Partner Aman Behzad

The Fintech Blueprint

Play Episode Listen Later Aug 25, 2023 38:29


Lex chats with Aman Behzad, Managing Partner of Royal Park Partners - A group of Corporate Finance advisors focused on Fintech. Amas kicks off the conversation talking about his early experiences in banking and his strategic focus on financial institutions, the discussion covers the dynamics of investment banking, the success vectors in fintech at Financial Technology Partners and Royal Park Partners, and the ongoing innovations shaping capital markets. Together, they analyze fintech's performance, addressing its volatility, beta, and unique factors. The conversation shifts to the changing landscape of valuation dynamics in fintech, transitioning from rapid blitzscaling to a more rational approach in multiples. The discussion concludes by unraveling exit strategies, encompassing M&A, IPOs, and the intricate world of SPACs, highlighting their dynamics, performance, and underlying influencing factors. This podcast offers a condensed exploration of the multifaceted fintech realm through Aman Behzad's expertise. MENTIONED IN THE CONVERSATION Royal Park Partner's Website: https://bit.ly/3svb5A7Aman's LinkedIn profile: https://bit.ly/45n80Rd Topics: fintech, corporate advisory, crypto, SPAC, IPO, Investment banking, capital markets, M&A, venture capital, private equity Companies: Royal Park Partners, FT Partners, Citigroup, Arma Partners, Marco Polo Partners ABOUT THE FINTECH BLUEPRINT 

The Wall Street Lab
#107 - Building a strong investment banking network - Christina Bresani, William Blair

The Wall Street Lab

Play Episode Listen Later Aug 3, 2023 45:10


In this episode, Christina Bresani, Managing Director and Head of Corporate Advisory at William Blair, shares her insights and experiences in investment banking and corporate advisory. She discusses her background, breaking into the industry, and the importance of networking. Christina explains the role of corporate advisory and its responsibilities in mergers and acquisitions, including advising clients on acquisitions, divestitures, mergers, and defending against activists. She emphasizes the changing landscape of friendly and hostile takeovers and the need for valuable relationships with clients. Additionally, Christina highlights the importance of diversity and the initiatives taken by William Blair to support women in investment banking. The episode concludes with her advice to be open to learning, curious, and true to oneself in the industry. We discuss the following topics: Christina's background and journey in investment banking Breaking into the industry and the importance of networking The role and responsibilities of corporate advisory in mergers and acquisitions Preparing for shareholder activism and engaging with activists Evaluating defense profiles and best practices in the boardroom The current landscape of friendly and hostile takeovers The importance of diversity and initiatives to support women in investment banking More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

PROACTIVE Podcast with MeMedia
Finbar O'Hanlon - Corporate Advisor and Innovation Expert | Proactive Podcast Ep 140

PROACTIVE Podcast with MeMedia

Play Episode Listen Later May 22, 2023 56:30


Chris welcomes Corporate Advisor and Innovation Expert Finbar O'Hanlon to the podcast to discuss human potential in the face of emerging technologies like AI.

The Source of Commercial Real Estate
Perfecting the Sale Leaseback and Corporate Advisory with Chelsea Mandel

The Source of Commercial Real Estate

Play Episode Listen Later May 9, 2023 46:47


Chelsea Mandel is the Co-founder and Managing Director of Ascension, a corporate real estate advisory firm that accelerates the pace of progress to achieve a higher standard of sale leaseback advisory. Having structured over $1 billion in sale leaseback transactions on behalf of private equity firms and middle market companies, Chelsea and her team of advisors work specifically with financial sponsors helping provide corporate real estate and sale leaseback solutions for existing portfolio companies as well as acquisition targets alongside Merger and Acquisition processes.Enjoy hearing about:- Why the sale/ leaseback strategy has gained so much popularity- The key indicators when analyzing the credit of a tenant- How Chelsea utilizes her extensive network to help launch her own firm- How leases and and pricing are adjusting with changing economic conditions- Plus tons moreSupport the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Women Governance Gurus
Women Governance Trailblazers - Christina Bresani

Women Governance Gurus

Play Episode Listen Later Apr 18, 2023 22:16


Learn from Christina Bresani's journey as managing director and head of Corporate Advisory at William Blair, including her role as advisor to companies on governance and ESG matters and her involvement with William Blair's diversity efforts. For more corporate governance podcasts, check out Feedspot's list of the Top 15 Corporate Governance Podcasts (which includes Women Governance Trailblazers (listed as Women Governance Gurus)) - https://blog.feedspot.com/corporate_governance_podcasts/

Kanooni Kisse: Law, Life & Musings
Trailblazing the world of indirect taxation and corporate advisory featuring the Nomadic Lady Advocate Asmita A. Nayak #KK39

Kanooni Kisse: Law, Life & Musings

Play Episode Listen Later Apr 6, 2023 102:03


For any questions, suggestions or queries, you can follow and reach out to us on twitter https://twitter.com/AbhasMishra or our website https://podcasters.spotify.com/pod/show/abhas-mishra LinkedIN profile of our Chambers: https://www.linkedin.com/company/76478950/   Miss Asmita A. Nayak has agreed to grace this episode. She holds extensive experience in the field of Taxation, Corporate, IPR Laws, & Media Laws. After graduating from Symbiosis Society's Law College (SSLC), Pune in 2005, she enrolled as an Advocate with the Bar Council of Tamil Nadu the same year. She became a legalpreneur in the Year 2011 and started her own Law Firm, SM LEGAL Advocates & Consultants and currently operates from offices in New Delhi, Hyderabad, Mumbai and Cuttack. Her body of work includes successful appearances in over 500 cases Pan-India, empanelment in National Highways Authority of India (NHAI), IndusInd Bank and Kotak Mahindra Bank, consultancy to various NGOs and assisting in transactions for many dynamic Start-ups and E-Commerce Portals. She has authored several legal Articles such as “Rain Water Harvesting – A Legal Perspective”, “Service Tax on Maintenance and Repair'- A Legislative Hara-kiri”, “Service Tax-Negative List-Boon or Bane?” etc. which have been published in some of the leading Law Journals & Magazines of India. For such distinguished service in the legal field, she has been conferred with many prestigious Awards including “Certificate of Appreciation” by Commissionerate of Service Tax, Chennai in 2006, “Scroll of Honour by Ex-President of India in 2009, “Under 40 Rising Star” by Legal Era Group in 2021 and “Professional of the Year Award, 2022” by Indian Achievers Forum in 2022. In this episode, we have a frank and friendly chat about her professional life with the hope that it will help you in your personal journey. We discuss how she overcomes the hurdles of being a first generation, baby faced, female law firm founder and how she overcame these challenges. Follow Asmita A. Nayak on: https://in.linkedin.com/in/asmita-a-nayak-5bb08667 E-mail her at: clientcare@thesmlegal.com   Views and opinions expressed by the guest are their own and do not reflect the opinions of the channel or the host. None of the views are meant to malign any religion, ethnicity, caste, organization, company or individual. The contents of the show are meant to spread awareness and should not be considered legal advice. Do not imply solicitation. Always consult a lawyer.  कानूनी कहानियों और व्याख्यान के लिए सुनें Kanooni Kisse

Startup LAWnchpad Podcast

Alexa De Leon (Fordham Law ‘23) and Jordan Phelan (Fordham Law ‘23) interview Helene R. Banks, Partner at Cahill Gordon & Reindel LLP, and co-chair of Cahill's Mergers & Acquisitions and Corporate Advisory practice groups, about ESG — what it means, ESG considerations over the lifecycle of a business, and how entrepreneurs should approach disclosures regarding ESG.  They also discuss greenwashing and green claims.   Episode Roadmap: ●           [:40] Alexa De Leon introduces herself, Jordan Phelan and today's guest Helene R. Banks. ●           [2:30] An overview of the three major components of ESG practices and how they work together. ●           [4:22] Main concerns regarding ESG for early stage entrepreneurs and startup companies. ●           [7:06] The impact of ESG on investor interest and an overview of the current value of impact investing. ●           [10:23] Diversity, transparency, and other critical features of ESG investing. ●           [12:58] NASDAQ disclosure requirements and the ESG requests of a reasonable investor. ●           [15:14] The role that strong ESG practices play in a company's exit strategy. ●           [19:44] Key considerations for environmental, social, and governance practices in the early stages of a company. ●           [21:06] Greenwashing claims and how they can negatively affect a company. ●           [25:36] Helene's advice for crafting organized efforts around ESG. ●           [28:45] A look at the future impact and role of ESG.   Tweetables: ●           “If you're just starting out and you have a clear sense of your mission and purpose, it's a lot easier than having to figure it out later.” - Helene R. Banks   ●           “ESG is really a key value point for investors.” - Helene R. Banks   ●           “ESG is not a short-term value proposition.  It's a significant long-term plan.” - Helene R. Banks   ●           “When you are raising money in the private market, you have to discuss with your investment community what you're doing.  And part of what you're doing is regarding your ESG initiatives.” -Helene R. Banks   ●           “There is a significant advantage to having your ESG bona fides in place before you try to exit.” -Helene R. Banks   ●           “You have to be clear on the difference between what you actually have done and what you are aspiring to do.” - Helene R. Banks   ●           “At some point, we won't be talking about ESG because it will just be what companies do.” - Helene R. Banks   Mentioned in This Episode: ●           Cahill Gordon & Reindel LLP ●           Helene R. Banks   Additional Resources: ●           Fordham's Entrepreneurial Law Clinic ●           Follow us on Twitter @FordhamELC   Sponsors: ●           Nasdaq Educational Foundation ●           Fordham's Entrepreneurial Law Advisory Council   Disclaimer: The information contained in the Startup LAWnchpad podcast and any materials associated therewith (the “Podcast”) is for educational, informational, and entertainment purposes only. It does not constitute legal advice or tax advice with respect to any particular circumstance. The Podcast is not a complete overview or analysis of the topics presented and may contain information that varies in different jurisdictions and is subject to revision, interpretation, or nullification after the date of recording. The transmission of information to you does not create a lawyer-client relationship between you and any host, guest, or their respective employer, including but not limited to Fordham University School of Law and Lincoln Square Legal Services, Inc. None of these parties shall be liable for any loss that may arise from any reliance on the Podcast. You should not rely upon the Podcast or treat it as a substitute for legal advice. You should consult a lawyer familiar with your particular circumstances and licensed in your jurisdiction for legal advice.   Helene Bank's comments in this Podcast are for general information purposes only and not intended to advertise her Firm's services, solicit clients or represent the Firm's legal advice.

Investing Matters
Simon French, Managing Director, Chief Economist & Head of Research at Panmure Gordon, The London South East, Investing Matters Podcast - Episode 32

Investing Matters

Play Episode Listen Later Jan 18, 2023 57:13


Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-two, hugely talented, and sought after thought leader, Panmure Gordon's Chief Economist, Managing Director and Head of Research, Simon French. Simon worked for the UK Government, latterly at the Cabinet Office as Chief of Staff to the UK Government COO. He had a central role in implementing the Coalition Government's spending reforms between 2010 and 2014 as well as working on the UK's Welfare and Pensions reforms between 2002 and 2008 , plus numerous other national Cabinet Office strategiesand implementations. Simon joined Panmure Gordon as their Chief Economist in 2015, he is now also a Managing Director and their Head of Research. Panmure Gordon is a UK based investment bank, providing a full range of services including Capital Raising, Corporate Advisory, Corporate Broking, Investor Relations, Research, Sales and Execution with distribution to the UK, Europe and the US. The company has helped its clients raise over £2.5 billion since 2020 and continues to grow its global footprint. Despite his extremely role at Panmure Gordon, Simon is also a columnist for the Times Newspaper and is regularly interviewed for Economic and financial insights by Bloomberg, CNBC, BBC, SKY, Radio Times and numerous other media outlets. In this Investing Matters interview, Simon gives a brief overview of the role that Panmure Gordon plays in the Investment industry and across Capital markets, the dynamics of his personal roles as Chief Economist, Managing Director and Head of Research, the importance of economic analysis and macro-economic research “sweet spot”, leadership, Corporate brokerage, Levelling up, Global, National and Regional fundraising, Health of Capital Markets, IPO's, Capital raising, Quantitative Tapering, Investing themes of 2023, why you shouldn't try to time the markets, Gold hedge, Sell side analysis, ESG / sustainability. Challenges for listed companies, personal investing strategies, property, growth companies, macro themes, the social function of capital markets, financial independence, second order effects and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Agency Dealmasters podcast
Simon Latarche shares a manual for strategic growth

Agency Dealmasters podcast

Play Episode Listen Later Nov 22, 2022 27:23


Our guest this week is Simon Latarche. We are delighted to announce that Simon has joined Milestone Advisory and will sit alongside Miles Welch as Founding Partner. He was CFO of an entrepreneurial Digital SME for nine years, which sold to Publicis Groupe for €416M in 2013. He then went on to become CFO of Publicis.Sapient in the UK before setting up his own Corporate Advisory firm. He has significant M&A and Fundraising experience and is an expert on growing companies profitably. He was voted a Top 20 CFO in the TMT sector in 2013 by BDO and studied Financial Strategy at Said Business School.We talk about:

Across the Board
Christina Bresani on Key Board Issues in 2022 and 2023

Across the Board

Play Episode Listen Later Oct 28, 2022 23:25


In this episode of Across the Board, I visit with Christina Bresani, Managing Director and Head of Corporate Advisory at William Blair. In this podcast, we consider some of the top issues facing Boards in 2022 and into 2023. Some of the highlights from the podcast include: Unsolicited offers/takeovers are likely to increase. Large corporations are prioritizing portfolio optimization. Non-tech companies are accelerating their focus on digitalization. What is ESG's role in corporate governance? M&A expansion? Momentum around shareholder activism strengthens. For more information about Christina Bresani, her practice, or William Blair, find out by clicking here. Learn more about your ad choices. Visit megaphone.fm/adchoices

CFA Society Chicago
Investment Exchange Forum - China today with Reva Goujon

CFA Society Chicago

Play Episode Listen Later Oct 19, 2022 44:10


CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress.   Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/ Rhodium Group https://rhg.com/  

Educated Conjecture: An Ipsos Podcast
Episode 27: Beatrice Politi, Vice President, Corporate Advisory - Earned Media, Coaching and Strategy at Hill+Knowlton Strategies

Educated Conjecture: An Ipsos Podcast

Play Episode Listen Later Aug 25, 2022 49:54


Is the mainstream media losing its role as the gatekeeper of objective news and reporting? With news and information available 24/7 from a huge variety of sources, how are Canadians getting their facts? In this episode, Beatrice Politi, Vice President, Corporate Advisory - Earned Media, Coaching and Strategy at Hill+Knowlton Strategies, joins Mike and Sean to talk about where Canadians are getting their news, how media habits are changing, and the impact on democracy and open discussion. Head over to www.ipsos.com for more information about Ipsos. If you have a topic that you'd like us to cover on a future podcast, please reach out to us at publicaffairs@ipsos.com. We're on most major podcast platforms as well as on Spotify. Please like and subscribe to Educated Conjecture to get episodes sent to you as soon as they are published.

Investing Matters
The London South East, Investing Matters Podcast, Episode 20, Alex Schlich, founder and managing director of Yellowstone Advisory

Investing Matters

Play Episode Listen Later Aug 17, 2022 35:39


Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode twenty, which is with the hugely talented, award-winning former Fund Manager and now Founder of Investment PR firm, Yellowstone Advisory, Alex Schlich. Alex has over 20 years' experience in fund management, investment banking and strategy consulting investment industry experience. Alex gained a BA in Business Studies from Sheffield University and an MBA from the Kellogg Graduate School of Management, IL, USA. He started is Investment industry journey as Trainee Fund Manager in 1991, in less than 2 years he was promoted to the full role of Fund Manager. He worked for 12 years at Collins Stewart and Canaccord Genuity where he was Managing Director and Head of Equity sales. In this role he gained extensive experience of corporate transactions, M&A, IPOs and secondary offerings. During Alex's time in investment banking, he was regularly recognised as a top ranked salesman covering UK small and mid-cap equities in the annual Extel awards. On the buy-side, his fund management experience spanned 7 years working at Newton Investment Management and Sanlam FOUR where he managed various Balanced and UK equity portfolios. In 2017 Alex founded Yellowstone Advisory which is an Investor Relations and Corporate Advisory business that works with public and private companies. In this Investing Matters podcast, I discuss with Alex, how he identifies undervalued stocks, working with Terry Smith, the importance of great mentors, some of his Fund Management experiences, his investing styles, how to spot companies with potential high returns, spotting future investing trends, how to recognise companies that are making mistakes, the importance of cashflow, sell indicators, kindness, charity and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

ON AIR
#182 - Dr. Manish, Rohit, Manoj, Tenzin and Mooja

ON AIR

Play Episode Listen Later Jul 13, 2022 104:44


Dr. Manish Thapa is the founding managing partner of Global Equity Fund, BOD of Laxmi Bank, and founding member of the Department of Conflict, Peace & Development Studies. Rohit Gupta is the vice-chairman of Ramesh Corp, co-founder of Tele Ventures, and National Council Member of CNI. Manoj Paudel is the founder and managing partner of Aadhyanta, and had positions in Oxford Brookes University, Grant Thornton UK LLP, and more. In addition to being the CEO and creator of Team Ventures, Tenzin Sonam Gonsar also founded SDI Nepal and serves as an alternate director for the Nepal Warehousing Company. And Mooja Manandhar is the head of Finance & Corporate Advisory at Himalayan Capital Ltd, previously Senior Audit Associate of KB Chitracar & Co. In this episode of On Air, we talk about Merchant banks, Mahabir Pun, investment in Nepal, innovation, economic stature, Balen, Private Equity, and many more of their agendas.

BoWTalks
Navigating your Career with Confidence

BoWTalks

Play Episode Listen Later Mar 28, 2022 32:26


Do you feel unsure or stressed when thinking about your career after university? We are joined by Sarah van der Post, who discusses her career and what she has learnt along the way. Sarah studied Commerce at the University of Melbourne and now works in Corporate Advisory at Nexia Melbourne. She addresses common concerns students have, and discusses the importance of having confidence in your own journey and not comparing yourself. Sarah takes us through things you should consider when picking a graduate role and thinking about your career. Show your support for BoW Talks by subscribing on Apple Podcasts or following on Spotify. Alternatively you can leave a review on Apple Podcasts. Looking to join Banking on Women? Connect with us on Instagram, LinkedIn or visit our website. Looking to collaborate on a BoW Talks episode? Say hi at podcast.director@bankingonwomen.org.au Guest Recommendations: Love and Virtue by Diana Reed Notion - Digital Planner Software

KAJ Studio Podcast
The curious case of a plant variety in India against which a case has been filed

KAJ Studio Podcast

Play Episode Listen Later Mar 17, 2022 49:31


The curious case of a plant variety called Vilayati Kikar! In today's edition of The KAJ Masterclass LIVE, I talked to Supreme Court Lawyer Kapil Sankla on the curious case of a plant variety (brought to India by the British) that is causing anxiety among many as it is causing harm to the environment. And how he had to file a case for speedy removal of this "harmful" plant variety called Vilayati Kikar! This and much more. Watch here! https://www.youtube.com/watch?v=hO5OVsHF7wQ About Kapil Sankhla Kapil is Managing Partner of Sankhla & Associates, a top legal firm in India. SANKHLA & ASSOCIATES is a proactive, solution oriented full service law firm with a strength of over 30 professionals, striving to provide complete solutions to their clients. SANKHLA & ASSOCIATES provides complete legal services to companies, businesses and corporations in the field of Insurance, Recovery and Debt Management, Corporate Advisory, Securitization Laws, Alternate Dispute Resolution (ADR) through Arbitration and Conciliation, Intellectual Property Issues specially Trademarks and Copyright Laws, Labour Management as well as Property Management and Litigation Matters in Courts all over India. The firm also has extensive experience in handling legal work related to real estate, franchise laws, hospitality sector, insurance corporation, commercial airlines, movie theaters, hospitals, societies, three (five star/ heritage) hotels, more than twenty restaurants and pubs and at least a hundred shops/ commercial establishments and franchises and can claim wide understanding of Commercial laws for our clients. We are a Corporate and Litigation law firm with advocates practicing before the Supreme Court of India, the Delhi High Court, National, State and District Consumer Dispute Resolution Forums, District Courts, Debt Recovery Appellate Tribunal, Delhi, Labour Courts and Tribunal inter alia other consumer forums. We are representing and working with the the Government of India in international arbitrations in London and Malaysia and have been empanelled counsels for Life Insurance Corporation (LIC); Delhi Development Authority (DDA), Delhi State Industrial Development Corporation (DSIDC), Delhi Jal Board (DJB) in the Hon'ble High Court of Delhi and also for Chandigarh Wakf Board in the Hon'ble Supreme Court of India. Our advocates are also the amicus curiae for the National Consumer Forum. SANKHLA & ASSOCIATES or "SAA" is a fun place to work, manned by young and dynamic legal counsels and advisors. Specialties: SAA provides complete legal services in the field of Insurance, Recovery & Debt Management, Corporate Advisory, Commercial Laws, Securitization Laws, Alternate Dispute Resolution/ Arbitration, Intellectual Property Rights, Labour Management, Property Management and Litigation Matters in all Courts. Social Links: https://www.linkedin.com/in/sankhla/?... Website - http://www.sankhla.in --- Send in a voice message: https://anchor.fm/kaj-studio/message

Second Bite Podcast
How the Seller Gets 90% Cash at Close and the Employees Get the Company 10 Years Later

Second Bite Podcast

Play Episode Listen Later Feb 24, 2022 37:35


Michael Brown is the Co-founder of Teamshares, a company that buys small businesses from retiring owners. He is also a Partner at Coles Bay Group and the Director at All Type Electric. Previously, Michael was the Director of Corporate Advisory at Perella Weinberg Partners and a Research Associate of Aerospace and Defense at Morgan Stanley. In this episode… It's hard to part with a small business you've spent your whole life building. When it's time to retire, how can you be sure that your life's work is in good hands? Co-founder of Teamshares, Michael Brown, explains how he helps small business owners retire with peace of mind. With host Todd Taskey, Michael describes the process of giving ownership to the employees, the type of businesses that Teamshares partners with, and the best advice for exiting business owners.

The Politics of Everything
123: The Politics of Solar - Mathew Collett

The Politics of Everything

Play Episode Listen Later Feb 22, 2022 22:02


Most of us know that Vitamin D is important to our health. Many of us stuck inside offices are actually deficient in Vitamin D, which in a nation where skin cancer is still a major issue, seems ironic. Meet Mathew Collett. He is CEO, director, and co-founder of Solar-D, a Sydney-based company reframing how we experience SPF in the form of revolutionary sunscreens. Growing up on Sydney's iconic coastline Mathew enveloped himself in a beachside lifestyle and the Emerald City's outdoor culture from a very early age - starting as a young nipper (junior surf lifesaver) on the famous sands of Bondi Beach and later on taking up an array of sports including cricket, rugby and his passion for surfing. Growing up in Bondi, where Solar D Derma Tech's life began, Mat has instilled his active lifestyle and passion for outdoor activities to his three teenage kids who spend any spare moment following in their father's footsteps by taking on water sports, surfing, team sports and becoming volunteer Surf Life Savers at the Bondi Surf Bathers Life Savers Club. Solar D Derma Tech is hailed as the biggest development in SPF technology in over 50 years, the technology is formulated to allow through more of the UVB light that our bodies use to naturally produce Vitamin D, whilst still offering broad SPF protection. After securing patents in territories all around the world, Mat began to build the Solar D brand, spending the last several years re-educating and shifting the public mindset toward using the new sunscreen which benefits from the Activated Vitamin D SPF Technology, while continuing the overall importance of a ‘slip slop slap' mentality. Mathew has over 30 years of experience across startups, Banking, Corporate Advisory, FMCG, and Business Development. Mathew spent over 20 years in corporate banking and financial markets where he developed a key understanding of financial instruments, business management, and client relationships. Mathew was a former Director at JBWere (now Goldman Sachs Australia) and Managing Director of ICAP Australia where he specialized in fixed income, private equity, venture capital investments, and corporate advisory for early-stage business across multiple sectors. He was also co-founder of Australia's oldest and largest Lime Farm, Lime Grove, which created a large range of Lime-based FMCG products which sold over 75% through Australia's largest grocery chain, Woolworth's. Prior to Solar D, he helped fund, build and commercialize Cocoon Data (now Covata), a data security company now listed on the ASX (CVT). Mathew discusses in the podcast: Why solar in terms of your business focus? What do you like about this business most? How do we safely use sunscreen and still keep producing a natural level of Vitamin D? Explain why this is so important. What is a “vitamin D promoting SPF technology” about and what should we all understand it to mean in terms of products? Why do we need more of the “good Vitamin D” and has your business found differences globally given different climates and environmental conditions for people? Who have been your greatest mentors (1 or 2) and what has made them have such an impact in your life Take away: What is your final takeaway message for us on The Politics of Solar? For more about Mathew: LinkedIn: https://www.linkedin.com/in/mathew-collett-728b6012/ W: http://www.solar-d.com/

Lunch Money
IPO & M&A Adventure Stories: First-Hand Tales of the Capital Raising Jungle

Lunch Money

Play Episode Listen Later Sep 3, 2021 41:34


Stephen Moulton joins Lunch Money with fresh hands-on experience with the IPO of Silk Logistics Holdings Ltd (ASX:SLH). Stephen and the firm he chairs, DanaherMoulton, is also busy on both the buy and sell sides in an M&A market that is breaking records globally in 2021. Stephen is the Corporate Advisory and Mergers & Acquisitions partner at his firm and will share insights from his recent deals, built on 30 years specialising in the legal profession. Lunch Money is THE social media home for special situations, work-outs and capital raising professionals!

Behind the Grind Podcast (AUS)
Corporate Advisory with Gilbert+Tobin

Behind the Grind Podcast (AUS)

Play Episode Listen Later Jul 25, 2021 42:44


Did you ever dream of travelling the world as a pilot or as a rockstar only to realise your destiny was to be surrounded by law books and legislation?  If so, this episode is perfect for you.  In today's episode we sat down with the team from Gilbert+Tobin to hear all about their world of Corporate Advisory. Together we discussed the dynamic and connected firm they work for and how it is able to motivate their employees to work hard everyday. We also chatted about the balance between working hard and working smart and how the firm has an amazing track record with female partners and promoting equality. The team from Gilbert+Tobin also reassured us that you do not need to sell your soul to work in corporate law and that it is very rewarding work! Listen in to this episode with your hosts – Neeharika Palachanda and Paige Carter to hear about life behind the grind at Gilbert+Tobin. Produced by Sabine Johnson.But wait! There's more!Follow Behind the Grind Podcast (AUS) on InstagramFollow Behind the Grind Podcast (AUS) on LinkedInFollow Behind the Grind Podcast (AUS) on FacebookGet in touch:Say hello@behindthegrindpodcast.com.au

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Growing Your Accounting Practice by Nexia Australia
Episode 4: How to structure your Accounting business to increase its value and make it ready for sale

Growing Your Accounting Practice by Nexia Australia

Play Episode Listen Later Jun 9, 2021 38:09


Join us in this podcast episode where our host Andrew Ford interviews the Partner of Business Advisory and Corporate Advisory at Nexia, Vito Interlandi. In this episode we have an enlightening discussion across two topics. We first discuss growing your accounting practice from a business development perspective. Vito then gives advice on the Family Charter, and why these are so important for family owned and operated businesses. Vito has over 20 years of finance expertise and management experience which he has gained from both corporate public practice and private practice. If you would like to provide feedback on this episode, or have any questions for Vito, please feel welcome to reach out below: LinkedIn: https://www.linkedin.com/in/vitointerlandi/ Email: vinterlandi@nexiamelbourne.com.au

BoWTalks
Insights into Investment Management and a career in Corporate Advisory with Grace

BoWTalks

Play Episode Listen Later May 9, 2021 32:18


Good Morning & Happy Monday! This week we have the pleasure of chatting with BoW Alumni Grace about her career in Asset Management at Goldman Sachs. Lucy from BoW chats with Grace about her role in asset management while also providing insight into different divisions within an investment bank. Grace explains what drew her to both a rewarding and challenging career path in asset management, while also breaking down what corporate advisory is. They talk about what a usual day looks like for Grace and the trajectory of career progression within financial services. Finally, they touch on application advice for people looking to enter the industry. Show your support for BoW Talks subscribe on Apple Podcasts or follow on Spotify. Alternatively you can leave a review on Apple Podcasts. Looking to join Banking on Women? Connect with us on Instagram, LinkedIn or visit our website. Looking to collaborate on a BoW Talks episode? Say hi at podcast.director@bankingonwomen.org.au Connect with us: Instagram Facebook LinkedIn

What is your agency worth? With Michael Lamm of Corporate Advisory Solutions

"An in Debt Discussion"

Play Episode Listen Later Dec 5, 2020 35:10


Michael Lamm co-founded CAS. a merchant bank based out of Philadelphia, PA. Michael spearheads all of the firms M&A , consulting, valuation, compliance and regulatory business practices within the outsourced business services arena and is responsible for its strategic direction and growth plans, Listen in as we discuss how you prepare to sell your business and if you're looking to purchase an agency what you need to look for when purchase an agency. Thank you to our Title Sponsor Thomas Crown Inc. . If you are looking to sell your agency or debt collection business today please visit www.ThomasCrownCorp.com - Ready To Sell We are also on all the major podcasting platforms including Google Play and Apple Podcasts #collections #debtcollections #debt #newpodcast #leadership #success --- Support this podcast: https://anchor.fm/jacqueline-h-waller/support

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The Savvy Millennial
Wilson Kwan - Trusted Business Advisor on Helping Companies Grow & Get Through Difficult Times

The Savvy Millennial

Play Episode Listen Later Oct 14, 2020 74:47


Meet Wilson Kwan who is a seasoned business leader at FAAN Advisors Group Inc., a boutique consulting firm in Toronto. Wilson is a trusted business advisor with a background in finance, accounting and corporate restructuring with ten years of public practice experience. He was previously a Director with PricewaterhouseCoopers LLP and spent seven years in their Corporate Advisory & Restructuring practice. Wilson has been involved in several high profile and highly litigious corporate restructuring cases from $20.0 million to $5.4 billion in size in industries ranging from real estate, oil & gas, aviation, cannabis, high-tech and retail to complex companies with over 100 legal entities. In this episode we discuss what companies should do during these challenging times to prepare themselves for growth; How to succeed at an interview or to get that dream job you've always wanted; how to prepare yourself for the digital future of 2021 and so much more. Wilson Kwan: Trusted Business Advisor on Helping Companies Grow & Get Through Difficult Times 1:15 - Wilson's Background and his Story 6:42 - Advice for People Looking for a Job 9:53 - Wilson's Suggestions for Companies During this Pandemic 17:09 - What to Do if Your Cashflow is a Problem? 22:38 - When & How to Start the Conversation with The Right People 26:05 - The Biggest Mistake Entrepreneurs Make 29:08 - Tips for Spouses Working Together 31:31 - Signs to Watch Out for When Your Company Needs Help 37:14 - The Next Opportunity in 2021  41:44 - Keeping Yourself Up to Date on Relevant Trends 43:55 - What Separates the Successful Companies 46:17 - Advice to Your Younger Self 49:06 - Advice for Companies Starting Out 51:44 - Wilson's Take on Cannabis Industry 55:04 - Wilson's Take on Travel & Hospitality Industry 59:27 - Wilson's Take on the Economic Outlook 1:06:33 - A Millennial Is 1:09:30 - A Millennial Should Be 1:10:15 - A Millennial is Not 1:13:40 - Connect with Wilson Connect With Wilson: Website: www.faanadvisors.com LinkedIn: www.linkedin.com/in/wkwan7/

M&A WAR STORIES - The Good, The Bad and The Ugly
THE IMPORTANT ROLE OF QUALITY GOVERNANCE AND FINANCIALS

M&A WAR STORIES - The Good, The Bad and The Ugly

Play Episode Listen Later Oct 13, 2020 20:52


In this podcast we are joined by Daniel Levy from Kidder Williams a Corporate Advisory firm providing Investment Banking services to private and ASX-listed companies, including:Corporate Finance StrategyMergers & acquisitionsDivestments and demergersCapital structureEquity and debt raisingsIPOsDaniel outlines his experiences where poor governance and amateur level finance preparation has resulted in significant changes to company valuation, and placed the entire deal in jeopardy. This again is another story where the key lesson is 'pay attention to details and accuracy. But as Daniel points out this can't be something that's done in the 3-6 months leading to the deal. Buyers need to start taking advice and preparing for sale 3-5 years beforehand. The Governance and finance practices outlined in Daniel's story are discoverable at Due Diligence so need to demonstrate long term consistency .

Stars of Pantnagar
Indoin "Stars of Pantnagar" : Episode#12 Mr. Anil Kumar Bansal: Director NABARD,APL Apollo Ltd, Ex-Executive Director IOB and several prestigious boards of Banks, Insurance Companies, NBFC, Venture Funds, MSME & Corporate Advisory etc

Stars of Pantnagar

Play Episode Listen Later Aug 5, 2020 44:29


Indoin Business Group presents "Stars of Pantnagar"    Our Host Dr. Shreesh Gautam takes you through the journey of Mr. Anil Kumar Bansal, who currently serves as the Director with several prestigious boards of Banks, Insurance Companies, NBFC, Venture Funds, MSME & Corporate Advisory etcHe holds a B.Sc Ag Hons. & M.Sc Ag degree in Agriculture from GBPUA&T and holds CAIIB-I from Indian Institute of Bankers.Discover his journey, passion, dreams, university days and his Pantnagar..!!    Indoin Business Group is the Title Sponsor for "Stars of Pantnagar"  podcast. Official Website of Title Sponsor- Indoin Business Group- http://www.indoingroup.com/ The episode also premiers on Alumni Almamater Advancement Association website-https://www.pantnagar4a.in/page/Stars-of-Pantnagar.dz   Official Podcast Website- www.starsofpantnagar.com   The Indoin-Stars of Pantnagar is also available on Spotify, iTunes, JioSaavn, Google Podcast, Stitcher, Amazon TuneIn, Podcast addict, Youtube and our Official FB Page - "starzofpantnagar"Support the show (https://www.facebook.com/Starzofpantnagar)

Logistics Executive Group
Episode 02 – COVID-19 Vodcast Series: The New ‘Norm' – Global Manufacturing

Logistics Executive Group

Play Episode Listen Later May 11, 2020 37:27


This week in the first of a series of COVID-19 vodcast specials, our host, Mr. Kim Winter looks at the topic of ‘Global Manufacturing in a post-COVID-19 environment' History tells us that short-term measures taken in responses to global crises usually lead to lasting changes in businesses. The COVID-19 pandemic has placed enormous pressures of manufacturing, supply chains, and effected supply, demand, and workforce availability simultaneously. Joined by Head of Corporate Advisory, Mr. Darryl Judd, they discuss and tackle some to the key issues such as what does the future of manufacturing look like post-COVID-19? How do we best decouple the supply chain eco-system to reduce risk, the readiness in production to operate virtual shifts, and introduce social distancing at a production level, the revival of automated domestic manufacturing and what this means? And some of the immediate needs and lasting impacts as we emerge from this event. Logistics Executive Group Vodcast brings you the interviews that matter with some of the world's top executives, entrepreneurs, companies and explores key topics in today's business environment, supply chains, global markets, the trends and the innovations driving us forward.

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Logistics Executive Group
Episode 01 COVID-19 Vodcast Series: The New ‘Norm' – Remote Working.

Logistics Executive Group

Play Episode Listen Later May 3, 2020 36:56


This week in the first of a series of COVID-19 vodcast specials, our host, Mr. Kim Winter looks at the topic of ‘Remote Working in a post-COVID-19 environment' The COVID-19 pandemic has not only changed the way we go about our daily lives but the way in which we work. Joined by Head of Corporate Advisory, Mr. Darryl Judd, they tackle some to the key issues such as how to manage your remote workforce? what does the new norm look like post-COVID-19? how as this effected business in general and the way we work? what does the future look like?...  Logistics Executive Group Vodcast brings you the interviews that matter with some of the world's top executives, entrepreneurs, companies and explores key topics in today's business environment, supply chains, global markets, the trends, and the innovations driving us forward.

covid-19 head remote working vodcast corporate advisory kim winter
Logistics Executive Group
Logistics Executive Group Corporate Advisory Services

Logistics Executive Group

Play Episode Listen Later Apr 27, 2020 2:20


Discover sustainable strategies to harness business performance and to drive performance of your organisation across operations, commercial, M&A and new markets.

TerraLex
Private Client and Corporate Advisory Services: A Value Proposition Beyond Legal Services

TerraLex

Play Episode Listen Later Mar 11, 2020 55:35


Featuring TerraLex members Nayia Morphi, Managing Director of Nobel Trust, and Karl Diacono, shareholder, director and the CEO of the Fenlex Group of companies, as they discuss strategies to add client value through corporate advisory services.

State of the Markets
#77 Paul Gambles: Investing, Politics, Brexit & Bitcoin

State of the Markets

Play Episode Listen Later Dec 2, 2019 83:58


Paul Gambles the Co-Founder of MBMG Group, recognised as a leading provider of Personal Advisory, Corporate Advisory, Insurance Services, Private Equity, Accounting & Auditing, Legal Services, Property Solutions and Estate Planning since its establishment in 1996. He is also a Director and Chief Investment Officer of MBMG Investment Advisory, a SEC regulated investment advisor, with client assets in excess of US $1.2 billion. Under his leadership MBMG has expanded throughout South East Asia with a remit encompassing an ever-increasing range of professional solutions and financial products and services. His own range of expertise includes asset allocation, tax structuring and macro-economic analysis. He is also a member of Advisory Board of IDEA Economics and a well-known expert commentator appearing most days on National and International Television including Money Channel, CNBC, Bloomberg, Channel News Asia and CCTV and others. He is recognized as one of the IA 100, the international investment advisory profession's 100 most influential individuals. He has also written a great number of articles and opinion columns in newspapers and magazines and has authored academic research papers, while also finding the time to write over 2,000 editions of the blog that gets published as“MBMG Update” and “Paul's Update”. He is licensed by the Thai SEC as a Securities Fundamental Investment Analyst and a financial planner. Specialties: Global Diversified Client Portfolio Creation Tax structuring for corporate and individuals Corporate advisory Debt and equity raising State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Paul Gambles http://www.mbmg-investment.com/content/aboutus/3/1/Key-People.html Email: paul (a) mbmg-investment.com Twittter: https://twitter.com/paulgambles2 Media pick https://player.fm/series/our-brave-new-economic-world-in-which-direction-are-we-heading/obnew-podcast-4 https://www.bloomberg.com/podcasts/odd_lots Judy https://g.co/kgs/CMRavp As Good as Gold - Book https://g.co/kgs/q5APVK Tim's Media Pick: AlphaGo – Netflix Doc https://g.co/kgs/t6dYM3 King of Kong https://g.co/kgs/3z2W3o Paul's media pick The Laundromat https://www.imdb.com/title/tt5865326/ Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://itunes.apple.com/us/podcast/state-of-the-markets/id1301360737 --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

Beyond The Boardroom
Personnel moves in the activism advisory space

Beyond The Boardroom

Play Episode Listen Later Mar 8, 2019 14:30


Elana Duré and Josh Black discuss the March issue of Activist Insight Monthly which includes the transition process, new responsibilities, and plans for the future for those finding themselves at new shareholder activism advisory firms. We also look at ValueAct Capital Partners' latest activity since Mason Morfit took the helm, and an analysis of long and short activist campaigns respectively at Pacific Gas & Electricity and Qualcomm. View all of the products offered by Insightia by visiting our website.