Podcasts about Corporate finance

Die Immobilienbranche hatte in den vergangenen Jahren keinen leichten Stand. Steigende Zinsen und fallende Immobilienwerte belasten die Unternehmen. So auch Vonovia: Der Dax-Konzern sitzt auf einem Schuldenberg von rund 40 Milliarden Euro. Das bedeutet mehrere Milliarden Refinanzierungsbedarf pro Jahr und Finanzierungskosten, die intern mittelfristig auf bis zu 4 Prozent hochlaufen sollen. FINANCE-Redakteurin Lena Scherer hat sich die Bücher des Konzerns genau angeschaut. Ihr Urteil fällt zweischneidig aus: „Im Falle von Vonovia kann man sicherlich sagen, ist die Talsohle mittlerweile durchschritten. Aber es ist natürlich nicht alles gut.“ Nun hat der Konzern mit CEO Luka Mucic und CFO Grosse zwei Finanzexperten an die Spitze gestellt und die Bilanzarbeit damit zur Chefsache gemacht. Was das konkret bedeutet und wo der Vonovia wirklich steht, berichtet sie bei FINANCE TV. Das erwartet Sie in diesem Talk:Warum ein einzelner Satz in Vonovias Quartalsmitteilung FINANCE-Redakteurin Lena Scherer dazu gebracht hat, die Bilanz des Konzerns genauer unter die Lupe zu nehmenWelche Weichenstellungen Vonovia in die heutige Schuldensituation geführt habenWas die Kennzahlen Loan-to-Value und Zinsdeckungsgrad über die finanzielle Gesundheit des Konzerns verratenWelche Hürden Vonovia in den kommenden Jahren nehmen muss, und wie viel dabei vom Markt abhängtWas die Doppelspitze aus CEO Luka Mucic und CFO Philipp Grosse als nächstes anpacken mussDie Gesprächsteilnehmer Host: Jasmin Rehne (FINANCE Magazin) Gast: Lena Scherer (Redakteurin, FINANCE Magazin)________________________________________________________________ Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Episode Detail John Kellington has spent his career on every side of the same question: how does data move reliably across an industry built on thousands of separate systems that all need to talk to each other? He's built the standards, lived by them as a carrier CIO, and now, as the new CEO of ACORD, he's back to run the organization that sets them for the entire global insurance industry. In this conversation, Kellington and Bryan dig into what ACORD actually does beyond its well-known forms library, why AI in insurance can only be as trustworthy as the data underneath it, and how a reference architecture built inside IBM more than 30 years ago is still shaping how the industry should think about modeling risk today, including the messy, high-volume data coming from connected cars and IoT devices that doesn't fit neatly into any existing field. Guest Bio John Kellington is the Chief Executive Officer of ACORD (the Association for Cooperative Operations Research and Development), the insurance industry's global standards-setting body. He returned to ACORD in August 2026 after 16 years as Executive Vice President and Chief Information Officer of The Cincinnati Insurance Company, where he applied an architecture-led model to transform the carrier's technology operations. Kellington began his career at IBM, then spent seven years as a carrier technology leader at Ohio Casualty (later acquired by Liberty Mutual). He previously spent three years at ACORD as Senior Vice President of Standards Development, Information Technology, Corporate Finance and Membership, where he helped develop what is now known as the ACORD Reference Architecture. This episode was recorded live at ACORD Connect 2026. Show Notes: What ACORD Actually Does: Reach: roughly 30,000 participants worldwide set data exchange standards across the global insurance industry through ACORD, not just forms. Still forms, but not only forms: ACORD maintains roughly 800 to 900 active forms, but the bigger job now is electronic data exchange, getting carrier, agency, and vendor systems to talk to each other in the same format. Where competition actually lives: exchanging data isn't a competitive advantage. What a carrier does with that data in underwriting, pricing, and service is where the real competition happens. Why ACORD Has to Stay Independent: Owned by the industry: ACORD runs on membership dollars, not venture capital or any single company, which Kellington says is the only reason it can set standards without an agenda. "Switzerland": his own word for ACORD's role. Not a vendor, not a carrier, not a broker, just an organization funded to make the industry work better. The line it won't cross: if ACORD ever competed directly with the vendors and carriers it serves, he says it would lose the credibility to set standards for the industry. AI Needs Trust Before It Needs Anything Else: The core argument: AI can only "flourish" in insurance if it's built on data that is consistent and traceable, exactly what standards provide. "Invent from here": Kellington's framing for the industry's next move. Build on the existing standardized data pipeline rather than reinventing it from scratch. AI as the bridge: he sees AI solving the industry's hardest data problem, the huge volume of freeform text and inconsistent formats that never fit neatly into a standard field. The ACORD Reference Architecture, Explained: Where it came from: intellectual property IBM and Prima Solutions donated to ACORD, building on modeling work IBM's research team did decades earlier. Kellington helped bring that donation in. What it is: Kellington calls it the most advanced model of the insurance world in existence, broad enough to represent literally anything that can be insured. What it did for one carrier: he personally used it to transform Cincinnati Insurance's IT organization, driving reuse, lower cost, and higher software quality across the company's systems. What the Industry Needs to Do Its Part: Start with distribution: when agents and brokers voice a need clearly, carriers listen, and when carriers listen, vendors follow. Build a community, not just a standard: Kellington wants an "architecture community" of the people who actually work inside these systems, improving the Reference Architecture together rather than leaving it to ACORD alone. His near-term goal as CEO: define a clear future state for how the industry's tools should work together, then map the practical steps to get there. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Shipping Matters is back after the summer break! In this episode, Michael Mervyn-Jones is joined by brand-new co-host Jasmin Mehrad as they discuss the key takeaways from September's SSY Monthly Shipping Review. From VLCC earnings exceeding $1 million a day to dry bulk rates reaching a five-year high, they discuss the significant movements across shipping markets, including the rise of West African bauxite exports, evolving oil demand in China and a growing tanker orderbook.The SSY Monthly Shipping Review is available to download for all SSY Navigator subscribers. To subscribe to SSY Navigator, simply email navigator@ssyglobal.com Panellist contact details Jasmin Mehrad SSY – Oslo E: j.mehrad@ssyglobal.comMichael Mervyn-JonesSSY – London E: m.mervyn-jones@ssyglobal.com About SSY Established in 1880, SSY has grown to become one of the biggest and most trusted names in broking, operating around the world via its 28 local offices – with over 650 experts covering a range of major markets including Dry Cargo, Tankers, Derivatives, LNG, Sale and Purchase, Offshore, Rigs, Nuclear Energy, Chemicals, Aquaculture, LPG, Towage, Recycling and Corporate Finance. SSY has a global reach with offices in Aberdeen, Athens, Bergen, Copenhagen, Dubai, Geneva, Genoa, Hamburg, Hong Kong, Houston, Kristiansand, London, Madrid, Mumbai, New York, Osaka, Oslo, Rio, Rotterdam, Seoul, Shanghai, Singapore, Stamford-USA, Sydney, Tokyo, Vancouver, Varna, and Zug.www.ssyglobal.com Hosted on Acast. See acast.com/privacy for more information.

Fast 440 Jahre hat die Berenberg Bank überdauert – eine Hamburger Institution, die für Tradition und Erfolg gleichermaßen stand. Doch was seit dem Sommer über Deutschlands älteste Privatbank bekannt wird, hat das Bild erschüttert: überraschende Abberufung des kompletten Vorstands, Bilanzungereimtheiten, Corporate-Governance-Probleme. „Die Verunsicherung innerhalb der Bank ist groß“, sagt FINANCE-Chefredakteur Markus Dentz, der den Fall zur aktuellen Titelstory des FINANCE Magazins gemacht hat. Im FINANCE TV Talk erklärt er die Hintergründe der Krise und was der neue Vorstand jetzt tun muss, um verlorenes Vertrauen zurückzugewinnen.Das erwartet Sie im Talk: Wie es um Mitarbeiter und Kunden der Berenberg Bank steht und was das für das laufende Geschäft bedeutet.Welche Rolle der ehemalige Vorstand Hendrik Riehmer gespielt hat und welches Signal sein Abgang sendet.Warum die Berufung von Hans-Walter Peters zum Bafin-Sonderbeauftragten nicht nur Vertrauen schafft, sondern auch Fragen aufwirft.Warum Markus Denz im Fall Berenberg Parallelen zu Sal. Oppenheim sieht.Und ob Berenberg in zehn Jahren noch als eigenständiges Haus existieren wird – oder eine Übernahme droht.Die Gesprächsteilnehmer:Host: Julia Schmitt (FINANCE Magazin)Gast: Markus Dentz (FINANCE Magazin)________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Rückläufige Kundenzahlen, sinkende Margen, steigender Warenbestand – und Händler, die trotzdem auf die nächste Saison warten: Marcus Katholing, Geschäftsführer und Gesellschafter von Pluta Management, kennt dieses Muster nur zu gut. Der Restrukturierungsexperte hat zahlreiche Handelsunternehmen in der Krise begleitet, zuletzt Rofu Kinderland – ein komplexer Fall, bei dem die Gläubiger dem Insolvenzplan letztlich aber einstimmig zustimmten.Bei FINANCE TV analysiert er aber auch, warum der Fall Galeria so schwierig bleibt – und woran Investoren erkennen, wann weitere Mittel schlicht sinnlos sind. Seine Kernfrage dabei: „Finanziere ich mit dem neuen Geld neue Verluste oder finanziere ich ein neues Geschäftsmodell, einen Sanierungsplan und habe eine Zukunftssicherung für das Unternehmen?“Das erwartet Sie im Talk: Warum Händler in der Krise fast immer zu lange zögern, und welche fünf Faktoren letztlich über ihr Schicksal entscheiden.Wann der richtige Zeitpunkt für das Gespräch mit Banken und Geldgebern ist, und welche entscheidende Frage Kreditgeber viel öfter stellen sollten.Was den Fall Rofu Kinderland zum Erfolgsmodell machte, und was das Beispiel Galeria über die Grenzen von Restrukturierungen verrät.Wie der deutsche Einzelhandel in einigen Jahren aussehen könnte.Die Gesprächsteilnehmer: Host: Julia Schmitt (FINANCE Magazin) Gast: Marcus Katholing (Pluta Management GmbH)Hinweis: Dieser Talk entstand in Kooperation mit Pluta. _____Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Fragmentierte Märkte, fehlende Nachfolgen, massiver Transformationsdruck: Im deutschen Small-Cap-Markt schlummert für Private Equity enormes „Buy and Build“-Potenzial – wenn man weiß, wie man es hebt. „Besonders in den Bereichen technische Gebäudeausrüstung, ‚Testing, Inspection and Certification‘, Property Services, Govtech und Healthtech kann Private Equity Nutzen stiften“, findet Christian Futterlieb, Geschäftsführer von VR Equitypartner.Der Private-Equity-Arm der DZ Bank zählt sich zu den Investoren, die wissen, wie man Value Creation in solch kleinteiligen Märkten richtig angeht. Und er kann auch schon einige erfolgreiche Exits in diesen vorweisen, darunter den Verkauf von Kälte Eckert an Triton im Jahr 2022. Wie der Finanzinvestor diese Sektoren systematisch erschließt und dort Wert hebt, berichtet Futterlieb bei FINANCE TV.Das erwartet Sie in diesem Talk:Warum VR Equitypartner gerade in fragmentierten Märkten mit Transformationsdruck die attraktivsten Plattformchancen sieht Wie sich der Investor notwendiges Branchen-Know-how aufbautWelche Bedeutung der genossenschaftliche Verbund beim Dealsourcing hatWelche Anforderungen Private Equity beim Aufbau von Plattformen an Management-Teams stelltWelchen Fehler Finanzinvestoren beim Aufbau kleinteiliger Plattformstrukturen auf keinen Fall machen dürfen Die Gesprächsteilnehmer:Host: Olivia Harder (FINANCE Magazin)Gast: Christian Futterlieb (Geschäftsführer, VR Equitypartner)Hinweis: Dieser Talk entstand in Kooperation mit VR Equitypartner. ________________________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

We offer focus on the strategic future of Islamic financial services across Oman, from banking and retail finance to capital markets and asset management. Industry leaders examine how the sector can support the objectives of Oman Vision 2040, including economic diversification, private sector development, innovation and sustainable growth, while also considering how evolving regulatory and market expectations are reshaping the industry's competitive landscape. Designed to provide clear strategies and directional thinking, this session sets the tone for the industry's next phase of development.Moderator:Oliver Agha, Managing Partner, Agha & Co and Columnist, IFN (The Islamic Legal Opinion)Panelists:Abbas Ali, Chief Investment Officer, U CapitalAsad Qayyum, Managing Partner, MAQ LegalJames Sadler, Head of Debt Capital Markets and Structured Finance, Banking and Corporate Finance, Oman Investment BankSalah Al Aradi, Head of Treasury – TIBIG & Member, Treasurers Committee – Oman Banks Association

2025 war ein schwieriges Jahr für Börsengänge – doch Pfisterer hatte damals den Sprung aufs Parkett geschafft, als eines der wenigen deutschen Unternehmen. Seitdem hat der Energieinfrastrukturspezialist auf ganzer Linie geliefert. Von Quartal zu Quartal lieferte der Pfisterer gute Zahlen, der Aktienkurs hat sich mehr als verdoppelt. Im FINANCE TV-Talk blickt Co-CEO und CFO Johannes Linden auf das erste Börsenjahr zurück: „Herausfordernd, erfolgreich, persönlich zufriedenstellend“, fasst er es zusammen. Das erwartet Sie in diesem Talk:Warum Pfisterer trotz politischer Unsicherheiten im Frühjahr 2025 am Börsengang festhielt – und ob das Timing im Rückblick wirklich optimal war.Was sich intern verändert, wenn ein mittelständisches Unternehmen plötzlich börsennotiert ist.Was Linden in seinem ersten Börsenjahr positiv überrascht hat und was er so nicht erwartet hatte.Welche konkreten Hebel Pfisterer nutzen will, um den Umsatz bis 2030 zu steigern.Warum Kapitalmarktkommunikation für die Kursentwicklung so entscheidend ist.Die GesprächsteilnehmerHost: Jasmin Rehne (FINANCE Magazin)Gast: Johannes Linden (Co-CEO und CFO, Pfisterer) ________________________________________________ Infobox (Wordpress) oder Trennlinie (Podcast/YT): Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv

Private Equity steht am Wendepunkt, denn die Ära günstiger Finanzierungen, hoher Leverages und klassischer Multiples-Arbitrage ist vorbei. Stattdessen sorgen steigende Zinsen und makroökonomische Unsicherheiten dafür, dass die klassischen Wertsteigerungshebel wie „Buy and Build“ alleine nicht mehr ziehen. Welche Konsequenzen hat das für die Branche und ihren Value-Creation-Ansatz? Das erläutern Benjamin Reick und Felix Schweiger, beide aus dem Private Equity Performance Improvement Team von Alvarez & Marsal, in der neuen Podcast-Folge von „Im Fokus“. Schweigger bringt es auf den Punkt: „Private Equity muss das Playbook verfeinern: Es braucht eine integrierte Value-Creation-Roadmap, die direkt nach dem Kauf losgestoßen wird.“ Für Fonds, die am alten Playbook festhalten, wird es indes eng.Das erwartet Sie in diesem Podcast:Weshalb ein Großteil der Private-Equity-Investoren bei der Umsetzung von Value-Creation-Programmen scheitertWarum Private Equity den aktuellen Value-Creation-Ansatz überdenken muss und aus welchen fünf Hebeln eine erfolgreiche Wertsteigerungsstrategie bestehen sollteWie künstliche Intelligenz die operative Wertsteigerung jetzt schon verbessern kann – und warum Quick Wins in der Breite noch selten sindWelche Fähigkeiten und Teamstrukturen Private-Equity-Fonds brauchen, um wettbewerbsfähig zu bleiben und Überrenditen zu erzielenDie GesprächsteilnehmerHost: Olivia Harder (FINANCE Magazin)Gäste: Benjamin Reick (Senior Director) und Felix Schweigger (Managing Director, beide Alvarez & Marsal)Hinweis: Dieser Talk entstand in Kooperation mit Alvarez & Marsal. ________________________________________________________________Ob Digitalisierung im Finanzbereich, ESG & Sustainable Finance, Private-Equity-Investments, M&A-Strategien oder neue Regulierungen – im Corporate Finance entscheidet Wissen über Erfolg und Misserfolg.Im FINANCE-Podcast-Format Im Fokus diskutiert die FINANCE-Redaktion gemeinsam mit renommierten Partnern aus Beratung, Investmentbanking und Private Equity die wichtigsten Trends, Strategien und Praxisbeispiele, die CFOs, Geschäftsführer und Finanzentscheider kennen müssen.Mehr Infos gibt es hier: https://www.finance-magazin.de/podcast/finance-im-fokus/

Der Mittelstand als idyllisches Bayern-Klischee? Ein Irrtum. Zwischen Rheinland-Pfalz, Hessen und den östlichen Bundesländern – inklusive der Chip-Hochburg Sachsen – verantwortet Sascha Malsy seit Juli als Bereichsvorstand Mitte/Ost das Mittelstandsgeschäft der Commerzbank. Der ehemalige Generalbevollmächtigte der ING bringt M&A-Erfahrung, internationales Know-how und eine klare Devise mit: „Aus meiner Sicht ist der Mittelstand das Rückgrat Deutschlands. Und das darf man nicht kleinreden. Man muss ihn eigentlich besonders großreden und auch in den Fokus stellen.“Im Gespräch mit FINANCE TV analysiert Malsy die Herausforderungen seiner Kunden zwischen Marktunsicherheit, Nachfolgeregelungen und Transformation. „Jeden Tag steht man auf und hat eine neue Information entweder aus den USA oder aus dem Nahen Osten, was eine Auswirkung auf die Lieferketten, die Preisgestaltung oder Weiteres hat“, so Malsy. Darüber hinaus verrät der Banker, warum es ihn trotz der anstehenden Übernahme durch die Unicredit zur Commerzbank zog.Das erwartet Sie in diesem Talk:Warum Marktunsicherheit, demografischer Wandel und internationale Transformation den Mittelstand gerade mit voller Wucht treffenWie sich die Stimmungslage bei mittelständischen Kunden zuletzt verändert hatWo die Commerzbank im Firmenkundengeschäft bereits gut aufgestellt ist, und wo er noch Nachholbedarf siehtWas die bevorstehende Übernahme der Commerzbank für den Bereich Mitte/Ost bedeuten könnteWas Malsy in seiner neuen Rolle antreibtDie Gesprächsteilnehmer:Host: Thomas Holzamer (FINANCE Magazin)Gast: Sascha Malsy (Bereichsvorstand Mitte/Ost Mittelstandsbank, Commerzbank)Hinweis: Dieser Talk entstand in Kooperation mit Commerzbank.________________________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after motherhood inspired a new direction. Learn how tax planning can elevate your practice management strategies with insights from Shanley's collaboration with POSBOT and her mentor, Tyler Thompson. The episode explores her evolved mindset from merely fulfilling tasks to embracing the entrepreneurial spirit, emphasizing the importance of strategic client selection and holistic tax planning. Shanley's experiences underscore the necessity of educating clients about tax complexities and the pitfalls of fragmented approaches. Discover practical solutions for scalable client education that combat industry-wide misinformation, ensuring both practitioners and clients are aligned in achieving financial success. Explore the balancing act of entrepreneurship and personal life, as Shanli addresses the challenges of setting boundaries. Through personal anecdotes, including the extreme of taking a client call during labor, the conversation sheds light on the pressures faced by professionals, particularly women, in juggling work and family. Drawing inspiration from Tim Urban, the discussion highlights the need to prioritize family time amidst professional commitments. This episode is a heartfelt reminder of the importance of boundaries to prevent burnout and ensure you remain present for those who matter most. Timestamps 00:00:00 - Introduction and Welcome to the Podcast: Shanli Liu's Journey 00:00:12 - Shanley's Early Life and Inspiration from China 00:02:05 - Transition from Corporate Finance to Entrepreneurship 00:03:30 - Founding Freedom Folio and Building a CPA Practice 00:06:45 - Balancing Motherhood and Entrepreneurship 00:09:15 - Importance of Learning to Say No in Business 00:11:37 - Embracing Entrepreneurial Mindset through Tax Planning 00:12:45 - Lessons from POSBOT and Training with Tyler Thompson 00:14:30 - Strategic Client Selection for Scalable Tax Planning 00:16:10 - Addressing Fragmented Tax Planning and Client Education 00:18:27 - Holistic Financial Planning for Small Business Owners 00:19:30 - Collaborating with Financial Advisors for Diversification 00:21:00 - Setting Boundaries to Maintain Work-Life Balance 00:22:36 - Challenges of Overworking and People-Pleasing 00:24:00 - Societal Pressures on Women Entrepreneurs 00:25:30 - Reflection on Family Prioritization and Tim Urban's Work 00:27:00 - Conclusion: Aligning Professional Success with Personal Well-being Episode Resources: Connect with Shanli here: https://www.linkedin.com/in/shanli-liu-234b16b/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.  

Software ist out, Business Services ist in: So lässt sich vermutlich der aktuelle Investitionsfokus von Private-Equity-Investoren in Deutschland beschreiben. Doch wie behauptet man sich als Sektorspezialist in einem Markt, in den plötzlich auch andere, zum Teil sektorfremde Investoren drängen?„Der Wettbewerb hat sich deutlich intensiviert. Auch Software-Investoren fischen mittlerweile im Business-Services-Bereich“, bestätigt Stephan Förschle. Er ist Partner und Head of Business Services bei Triton – einem Investor, der seit mehr als zwei Jahrzehnten mit einem dedizierten Sektorteam in genau diesem Bereich aktiv ist. Bei FINANCE TV spricht Förschle darüber, wie Triton dem wachsenden Wettbewerbsdruck begegnet und wo der Markt Chancen bereithält.Das erwartet Sie in diesem Talk:Wie der Ansturm von Private Equity auf Business Services das Wettbewerbsumfeld verändert und wie Triton damit umgehtWie sich die Unternehmensbewertungen im Business-Services-Markt entwickelt haben und wo sich die Preisschere auftutWeshalb die Unternehmenskultur bei Dienstleistungsunternehmen ein entscheidender Faktor istWie die Value-Creation-Strategie von Triton im Business-Services-Sektor aussiehtWelche fünf strukturellen Trends den Business-Services-Markt in den nächsten Jahren prägen werdenDie Gesprächsteilnehmer:Host: Olivia Harder (FINANCE Magazin)Gast: Stephan Förschle (Partner und Head of Business Services, Triton)Hinweis: Dieser Talk entstand in Kooperation mit Triton._________________________________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen.Kompakt, direkt und auf den Punkt!Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Most business owners think about funding when they need it. By that point, their options have already narrowed. Whether you are investing in technology, expanding into new markets, making an acquisition or just funding the next stage of growth, the question of how to finance it is one of the most consequential decisions a business makes. Get it right and your capital structure works for you. Get it wrong and it works against you. In this episode of Fresh Perspectives, Rob Brown is joined by two Azets specialists: Mark Barrie, UK Head of Debt Advisory, and Lee Humble, UK Head of Corporate Finance. Together they break down the real difference between debt and equity, what each brings beyond the money itself and the misconceptions that cost business owners flexibility and options. Mark and Lee cover how lenders are assessing opportunities in the current market, the mistakes businesses make when they raise finance, and why choosing on price alone is one of the most expensive decisions you can make. The fresh take from both is clear: give yourself time, give yourself options and take advice from people who do this every day. Connect with Mark Barrie on LinkedIn. Connect with Lee Humble on LinkedIn. +++ Fresh Perspectives is the business podcast from Azets where advisers, experts and leaders share fresh thinking to help you move forward with confidence. Each episode explores real-world challenges and opportunities for business owners and entrepreneurs, from finance and growth to leadership and technology. Formerly Bang The Drum, the show continues Azets' commitment to sharing practical advice, new ideas and inspiring stories from across the business community. This podcast has featured at #1 in the Apple Podcast charts for Management podcasts and #19 in the Apple Podcasts charts for Business podcasts. Follow and subscribe to Fresh Perspectives on your favourite player, leave a review and share it with others who you think might enjoy it. Find more about Azets at www.azets.com. Contact us at podcast@azets.co.uk.

.entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/6btUL4oyp02GAFIzpP2kja Becoming a CFO by 33 takes far more than technical finance skills; it demands strategic breadth, deep business exposure, and the confidence to operate at board level. In this GrowCFO Show episode, Kevin Appleby talks with Audrey Lagresle, CFO of Automobile On Direct, about how she reached the CFO seat so early in her career and why today's CFO must be a value creator and change leader, not just a chief accountant. Audrey shares her journey from growing up in an entrepreneurial family in France, to driving global finance transformation at Bombardier, and then building the FP&A and finance business partnering function from scratch in a fast‑growing Canadian automotive business. She explains how she now leads a 19‑person finance team, focuses on strategy and decision support, shapes the company's AI agenda, and applies lessons from ERP transformation and a volatile used‑car market. Along the way, she reflects on imposter syndrome, the role of the GrowCFO program, and how non‑traditional routes can successfully lead to the modern CFO role. About Audrey Lagresle Audrey Lagresle is the Chief Financial Officer of Automobile en Direct, Quebec's leading used‑car retailer. At 35, she oversees strategy, governance, and major transformation initiatives for a fast‑growing, 400‑employee organization. Audrey joined the company six years ago to build its FP&A function and was promoted to CFO in 2024. Born into a family of entrepreneurs in France, she developed an early understanding of how businesses operate and a lasting affinity for small and medium‑sized companies. She immigrated to Montreal at 18 to study at HEC Montréal, earning a Bachelor's degree in Corporate Finance, a Master's degree in Strategy, and competing as an elite student‑athlete. Audrey built a non‑traditional CFO path through eight years at Bombardier, gaining experience in accounting, financial modeling, finance transformation, corporate strategy, and M&A. She later joined Automobile en Direct, where she led FP&A, strategic planning, corporate governance, a multi‑bank loan syndication, a divestment plan, and major innovation projects including ERP replacement and the launch of an internal AI Committee. Key topics covered: Audrey's journey from growing up in an entrepreneurial family in France to becoming CFO of a leading Canadian used‑car retailer by age 33. How global finance transformation work at Bombardier—shared services, FP&A systems, and post‑merger integration—equipped her with change, people, and risk management skills vital for the CFO seat. Why she left a multinational for a fast‑growing medium‑sized business and how she built FP&A, budgeting, cash flow planning, and monthly performance reviews from the ground up. Audrey's view of the modern CFO as a value creator and strategic partner to the CEO and COO, rather than a traditional “chief accountant,” and how the GrowCFO program reinforced her readiness for the role. Lessons from navigating the post‑COVID used‑car downturn, executing a divestment plan, and still opening new branches while maintaining financial discipline . How she is leading the company's AI and technology agenda—creating an internal AI committee, adding a Director of Technology and Innovation, and using AI to enhance decisions without cutting headcount. Links Audrey Lagresle on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:00:01 – Introduction to Audrey Lagrell and Automobile On Direct; overview of the used‑car business model and scale (14,000+ cars per year, #1 used‑car retailer in Canada focused solely on used cars) 0:02:04 – Audrey's early exposure to entrepreneurship in her family's furniture business and how living “inside the business” shaped her holistic understanding of how companies operate 0:04:20 – Bombardier finance transformation: building shared service centers in Costa Rica, Romania, and the Philippines; project management, process mapping, and large‑scale change management in a 60,000‑employee multinational. 0:09:18 – Standardizing finance across multiple plants and learning from major divestments and post‑merger integrations, including work with Airbus on carve‑outs and integration activities. 0:14:10 – Transition from multinational to a growing medium‑sized automotive business; building FP&A, budgets, cash flow, treasury policies, and monthly financial reviews from scratch. 0:16:46 – The GrowCFO program, evolving expectations of the CFO role by 2030, and why Audrey believes the CFO's primary mission is to create value and help the CEO make better decisions—not just close the books. 0:21:01 – Imposter syndrome, stepping into the CFO role at 33, and realizing she was already operating as a strategic influencer before the title formally changed. 0:25:25 – Audrey's finance team structure: strong corporate controller, dedicated FP&A, and treasury support that free her to focus on growth, strategy, and partnerships with the CEO and COO. 0:28:40 – How she is leading AI in the business: internal AI committee, evaluating use cases across marketing, finance, and reconditioning, and insisting on clear ROI and risk management. 0:33:39 – Lessons from a major ERP replacement to Microsoft Business Central and why the CFO must stay close to tech projects to ensure they genuinely create business value. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

What happens when getting rejected from medical school completely changes the course of your career?In this episode, Brett Hopkins shares the unexpected journey that took him from aspiring anesthesiologist to CFO of the Salt Lake Olympic Committee, and ultimately to CEO of Ken Garff Automotive. Brett opens up about learning to recognize your natural strengths, taking risks, and finding success by pursuing the path that fits you—not necessarily the one you originally planned.He also reflects on working alongside Mitt Romney and Fraser Bullock during the 2002 Salt Lake Olympics, what he learned from their leadership, and how the experience shaped his approach to business. Brett discusses his transition into the automotive industry, why he wanted to make the dealership experience “un-car-like,” the future of the car business, electric vehicles and hybrids, and why Utah has become home to some of the most successful automotive groups in the country.Brett also shares his experience being named Mountain West Entrepreneur of the Year, and the personal reflection that came with the recognition. He explains why he believes entrepreneurship isn't limited to business owners—and why, in one way or another, we're all entrepreneurs.In this conversation:• Turning rejection into a career pivot• Lessons from the 2002 Salt Lake Olympics• Leadership lessons from Mitt Romney and Fraser Bullock• Building and scaling Ken Garff Automotive• Why Brett wanted to be “un-car-like”• The future of dealerships and mobility• Electric vehicles vs. hybrids• Utah's unique entrepreneurial culture• Being named Mountain West Entrepreneur of the Year• What it really means to be an entrepreneur• Taking risks and creating valueTimestamps:00:00:00 - Introduction and Early Career Aspirations00:00:28 - Failed Attempts at Medical School00:01:00 - Pivot to Business and Education00:01:42 - Realization of Natural Aptitude for Business00:02:22 - Graduate School and First Job in Corporate Finance00:03:03 - Expat Experience in France00:04:12 - Transition from Corporate Finance to Salt Lake Olympic Committee00:05:03 - Working with Mitt Romney and Frazier Bullock00:06:10 - Leadership Lessons from Mitt Romney and Frazier Bullock00:08:01 - Post-Olympics Career Decisions00:08:44 - Joining Ken Garf Automotive00:10:09 - Insights into the Car Dealership Business00:12:09 - Career Progression at Ken Garf Automotive00:13:09 - Utah's Success in the Car Dealership Industry00:15:14 - Future of the Car Industry00:18:43 - Electric Vehicles and Market Trends00:20:58 - Impact of Gas Prices on Electric Vehicle Demand00:21:17 - Ernst & Young Entrepreneur of the Year Nomination00:22:01 - Personal Reflection on Entrepreneurship00:24:07 - Encouraging Entrepreneurial Mindset in Teams00:25:21 - Conclusion and Final RemarksWatch the full conversation for a candid look at career pivots, leadership, entrepreneurship, Utah business, and the evolving automotive industry.

What happens when a company puts Bitcoin on its balance sheet?In this episode of Corporate Finance Explained, we unpack how Bitcoin and other digital assets are changing corporate treasury strategy, accounting, and risk management, and why companies like Tesla, Strategy, and GameStop have taken dramatically different approaches. For corporate finance teams, holding Bitcoin is much more complicated than simply betting on its price. Companies have to consider liquidity, volatility, funding, custody, counterparty risk, and a major shift in how digital assets flow through financial statements.

What happens when a company reports strong results, but the stock still collapses?In this episode of Corporate Finance Explained, we unpack how public companies manage investor expectations, earnings guidance, and corporate credibility, and why the gap between Wall Street expectations and actual results can move hundreds of billions of dollars in market value.Public markets do not evaluate financial results in isolation. Investors compare those results against analyst consensus, management guidance, and expectations about the future. That means a profitable company can report record earnings and still see its stock fall if the market expected something better.

What separates a successful IPO from a public market disaster?In this episode of Corporate Finance Explained, we break down the mechanics of an initial public offering (IPO) and the decisions that can determine whether a company successfully enters the public markets or watches its deal fall apart.Going public is about far more than ringing the opening bell. Companies can spend 12 to 18 months preparing their financial reporting, internal controls, governance, investor narrative, and pricing strategy, all while waiting for the right market conditions to open the IPO window.

How do global companies protect their profits when exchange rates move against them?In this episode of Corporate Finance Explained, we break down foreign exchange (FX) risk and how multinational companies manage currency exposure before it disrupts cash flow, earnings, and long-term competitiveness. Using real-world examples from Coca-Cola, Airbus, and Procter & Gamble, we explore how corporate treasury teams turn unpredictable currency movements into a more manageable financial risk.You'll learn the difference between transaction, translation, and economic exposure, and why each requires a different approach to risk management. We also explore how companies use centralized treasury functions, natural hedges, forward contracts, and layered hedging strategies to reduce volatility without turning treasury into a speculative trading operation.

Why do some companies become more valuable after laying off thousands of employees?In this episode of Corporate Finance Explained, we explore the financial logic behind corporate restructuring and why the market often rewards companies that make difficult decisions before a crisis forces them to. Using real-world examples from Meta, Intel, Sears, and JCPenney, we explain how operational restructuring can strengthen a business, improve capital allocation, and create long-term shareholder value.You'll learn why successful restructurings go far beyond layoffs. We break down the three pillars of operational restructuring: cost resets, operating model redesign, and portfolio pruning, and show how companies use these strategies to improve efficiency while protecting future growth. We also explain why timing matters and how proactive restructuring differs from reactive cost-cutting.

AI infrastructure investment, M&A activity and evolving treasury demands are reshaping how companies access capital and manage liquidity. Vito Sperduto, Head, RBC Capital Markets U.S., Raja Khanna, Head of U.S. Corporate Banking, and Kartik Kaushik, Head of U.S. Cash Management, discuss what's driving capital deployment, how financing strategies are evolving and why treasury is becoming an increasingly strategic function.Key points:Corporate borrowers continue to navigate elevated rates, growing lender competition and an evolving private credit landscape.AI infrastructure investment and M&A activity are driving demand for financing and reshaping capital structure decisions.Treasury is moving from a cost-centre view to becoming an increasingly important part of strategic planning, capital allocation and transaction readiness.As companies manage cash across multiple markets and currencies, visibility, transparency and control remain key priorities.For borrowers, flexibility in capital structure and financing options remains a priority, while treasury teams continue to focus on liquidity visibility and working capital control.Listen and subscribe to Strategic Alternatives on Apple Podcasts, Spotify or wherever you get your podcasts. To learn more about corporate banking, treasury management, liquidity solutions or capital markets strategy, please contact your RBC Capital Markets representative or visit rbccm.com.

What does it really take to shift from a traditional career path to building your own company—and how do your earliest money experiences shape the journey? In this episode of The Angel Next Door Podcast, listeners are invited to consider how personal financial histories and mindsets can be as pivotal as business acumen in entrepreneurship, especially when the goal is empowering others. Our guest, Stephanie Guttman, brings a uniquely diverse background, having started her career in corporate finance before moving through the world of startups, eventually becoming an investor and now a founder. She shares her early fascination with financial independence—opening an IRA at eighteen, working multiple jobs in high school, and volunteering for tax preparation—all of which laid the groundwork for her deep understanding of money, its power, and its potential as a force for individual autonomy. Throughout the episode, Marcia and Stephanie Guttman dive into the founding of Huntress Wealth—a platform designed not as a typical wealth management firm but as a resource for women seeking confidence, clarity, and purpose in their financial lives. Together, they explore the investing gap, societal and psychological barriers women face, and why understanding “enough” can be the secret to true financial empowerment. This conversation is a must-listen for anyone interested in the intersections of entrepreneurship, mindset, and financial equality, as it not only surfaces actionable ideas but also challenges listeners to rethink how they approach money and self-worth.   To get the latest from Stephanie Guttman, you can follow her below! https://www.linkedin.com/in/stephanie-guttman/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

What if a company's biggest competitive advantage is also its greatest financial risk?In this episode of Corporate Finance Explained, we break down operating leverage and explain why two companies with the same revenue growth can experience dramatically different outcomes when the economy changes. Through real-world examples from software companies, financial exchanges, airlines, and cruise lines, we explore how cost structure determines profitability, resilience, and long-term business performance.You'll learn how fixed costs, variable costs, contribution margin, break-even analysis, and the Degree of Operating Leverage (DOL) shape a company's ability to scale profits during periods of growth and survive during economic downturns. We also examine how businesses use strategies like cloud computing, outsourcing, and variable cost structures to manage financial risk.

SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayThomson Reuters - http://accountingpodcast.promo/taxautomationVeltrix - http://accountingpodcast.promo/veltrixChapters(00:00) - TAP 499 (02:17) - Livestream and CPE Plug (03:12) - Grant Thornton Buys CBIZ (04:35) - Stock Spike and Activists (09:06) - PE Strategy and IPO Exit (11:09) - Deal Size vs Big Four (13:21) - Trump Immunity and Nominee (16:39) - EY Hack Claim Explained (18:56) - Trump Deal Appeal Update (21:37) - Controller Hiring Crunch (23:21) - Senior Pay Flattening (26:24) - Corporate Hiring Demand (27:59) - AI Boosts Finance Judgment (29:38) - Claude Transforms Forecasting (30:43) - Gen Z AI Dependency Fears (34:32) - Xero Price Hike Backlash (36:45) - Lovable Connector Moat (40:38) - Agents Use Existing SaaS (45:29) - Tariff Refund Windfall (48:20) - NYC Pied-a-Terre Tax (51:44) - PwC UK Audit Failures (55:03) - Wrap Up and Episode 500  Show NotesGrant Thornton Advisors to acquire CBIZ in $5 billion transactionhttps://www.cpapracticeadvisor.com/2026/07/29/grant-thornton-set-to-buy-cbiz-for-5-billion-become-5th-largest-firm-in-u-s/187542/Accounting Firm CBIZ Urged by Activist Investor to Pursue M&Ahttps://www.bloomberg.com/news/articles/2026-07-07/accounting-firm-cbiz-urged-by-activist-investor-to-pursue-m-aTrump floats pulling Blanche's AG nomination until after GOP holdouts leave officehttps://www.cnbc.com/2026/07/30/trump-blanche-ag-doj-cornyn-tillis.htmlDonald Trump's tax audit immunity remains in place as Blanche's path to confirmation is clearedhttps://www.reviewjournal.com/news/politics-and-government/as-blanches-path-to-confirmation-is-cleared-trumps-tax-audit-immunity-remains-in-place-3858601/Ernst & Young data breach claimed by ShinyHunters extortion ganghttps://www.bleepingcomputer.com/news/security/ernst-and-young-data-breach-claimed-by-shinyhunters-extortion-gang/2026 Corporate Finance & Accounting Talent Research Studyhttps://controllerscouncil.org/2026-corporate-finance-accounting-talent-research-study/Accounting's missing middlehttps://www.accountingtoday.com/news/accountings-missing-middleA third of companies look to increase finance and accounting hireshttps://www.cfo.com/news/companies-look-to-boost-hiring-pay-for-finance-and-accounting-staff-controllers-council-report/824667/AI's top value for finance now lies in improving judgment, not efficiencyhttps://finance.yahoo.com/technology/ai/articles/ai-top-value-finance-now-085159658.htmlNearly Half of Gen Z Workers Say AI is Making Them Less Intelligenthttps://www.cpapracticeadvisor.com/2026/05/19/nearly-half-of-gen-z-workers-say-ai-is-making-them-less-intelligent/183621/Xero Announces U.S. Subscription Price Changeshttps://www.xero.com/us/pricing-plans/update/Introducing the Lovable Xero connector: build on your Xero data, no code requiredhttps://devblog.xero.com/introducing-the-lovable-xero-connector-build-on-your-xero-data-no-code-required-386873b591bcWe Peaked at 30 AI Agents. Now We're Coming Back Down to 20https://www.saastr.com/we-peaked-at-30-ai-agents-now-were-coming-back-down-to-20-heres-what-consolidation-actually-looks-like-the-agents-011-live/Amazon Got a $600 Million Tariff Refund, Some Going to Shoppershttps://www.cnbc.com/2026/07/30/amazon-trump-tariff-refunds.htmlNYC Extends Deadline for Pied-à-Terre Tax Exemption Applications to Sept. 18https://www.bloomberg.com/news/articles/2026-08-01/nyc-extends-deadline-for-second-home-levy-exemption-requestsStaten Island Homeowners Say They Fear for Safety After Names, Addresses Published on NYC Tax Listhttps://www.cpapracticeadvisor.com/2026/07/31/staten-island-homeowners-say-they-fear-for-safety-after-names-addresses-published-on-nyc-tax-list/187775/PwC Fined $4.4 Million by UK Watchdog Over Babcock Audit Failureshttps://www.globalbankingandfinance.com/uk-financial-watchdog-fines-pwc-4-4-million-over-babcock/New York Governor Trolls LeBron James with Tax on Rumored NYC Homehttps://www.cpapracticeadvisor.com/2026/07/31/new-york-governor-trolls-lebron-james-with-tax-on-rumored-nyc-home/187765/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on

In this episode of Corporate Finance Explained, we explore Enterprise Risk Management (ERM) and why many companies mistake risk reporting for actual risk management. Through real-world case studies including AIG, Credit Suisse, Toyota, and JPMorgan Chase, we examine how organizations identify, measure, and respond to risk, and why some companies survive major crises while others fail despite seeing the warning signs. You'll learn why risk appetite statements, risk registers, heat maps, key risk indicators (KRIs), and probability-weighted scenario analysis are critical tools in modern corporate finance. We also explain how effective ERM helps companies manage operational, financial, and strategic risks before they become balance sheet disasters.

What happens when interest rates rise faster than your business can adapt?In this episode of Corporate Finance Explained, we break down one of the most overlooked risks in corporate finance: interest rate risk management. Using real-world examples from the 2022-2023 rate hiking cycle, we explore how treasury teams protect companies from rising borrowing costs, why some businesses weathered higher rates while others struggled, and the financial strategies that separate disciplined risk management from dangerous speculation.You'll learn how companies manage fixed vs. floating rate debt, how interest rate swaps, caps, collars, and forward-starting swaps work, and why matching financing structures to business cash flows is more important than trying to predict where interest rates are headed. We also examine real-world examples from Ford, regulated utilities, leveraged buyouts (LBOs), and commercial real estate to show how interest rate decisions impact financial performance.

Can a company gain millions of customers and still be guaranteed to fail?In this episode of Corporate Finance Explained, we break down the unit economics behind sustainable business growth and explain why revenue growth alone is one of the most misleading metrics in corporate finance. Through real-world case studies including MoviePass, Netflix, Amazon Prime, Salesforce, and Blue Apron, we explore how the strongest companies create long-term value while others collapse under the weight of unsustainable economics.You'll learn why finance professionals rely on metrics like Lifetime Value (LTV), Customer Acquisition Cost (CAC), churn rate, cohort analysis, and CAC payback period to evaluate whether a business model can actually scale. We also explain the famous LTV:CAC ratio, why the ideal range matters, and how retention drives long-term profitability.

Is a 1% tax enough to change how corporate America returns billions of dollars to shareholders?In this episode of Corporate Finance Explained, we explore the economics of stock buybacks, the new federal 1% excise tax on share repurchases, and why capital allocation decisions can create enormous shareholder value or destroy it.Stock buybacks have become the dominant way companies return capital to investors, but not every repurchase creates value. We break down how buybacks affect earnings per share (EPS), why valuation matters, how the new buyback tax changes the math, and why companies like Apple and JPMorgan approach repurchases very differently than businesses that have made costly capital allocation mistakes.

How can a company own almost nothing and still become one of the most valuable businesses in the world?In this episode of Corporate Finance Explained, we break down the economics behind platform marketplaces and why companies like Airbnb, Etsy, and Upwork have fundamentally different business models than traditional retailers.Unlike conventional businesses that own inventory and physical assets, marketplace platforms create value by connecting buyers and sellers. But building a successful platform is far more complex than simply attracting users. We explore the financial mechanics behind network effects, take rates, liquidity, customer acquisition, and marketplace economics, along with why some platforms become incredibly profitable while others burn through billions of dollars without ever reaching sustainable growth.

Want to build financial models that other finance professionals can trust?In this episode of What's New at CFI, Meeyeon sits down with Duncan McKean, CFI's VP of Financial Modeling, to discuss Financial Modeling Guidelines, a practical course designed to help analysts build cleaner, more transparent, and more professional Excel models.Instead of building a model from scratch, this course starts with a messy legacy model and walks you through transforming it into a best-in-class financial model using industry-standard modeling practices. Along the way, you'll learn why model structure matters, how to improve readability and transparency, and the habits that separate experienced financial modelers from everyone else.

What if the biggest reason companies miss their long-term goals isn't execution, but the plan itself?In this episode of Corporate Finance Explained, we break down long-range planning (LRP) and why so many corporate strategy plans fail to deliver. While annual budgets focus on the next 12 months and long-term targets inspire investors, a true long-range plan bridges the gap by connecting strategy to financial reality.We explore the difference between budgets, targets, and LRPs, why driver-based financial models are more reliable than simple growth assumptions, and how finance teams build strategic plans that executives can actually use to make decisions. Through real-world examples from Microsoft, Netflix, BlackBerry, and General Electric, we examine how strong long-range planning can drive transformation and how flawed assumptions can lead to corporate decline.

Check the episode transcript hereABOUT MARK KHURIMark Khuri is the CEO and Co-Founder of SMK Capital Management, a family-owned private equity real estate firm with over two decades of experience acquiring, managing, and investing in institutional-quality, recession-resistant assets. A real estate investor for more than 20 years, Mark has analyzed thousands of opportunities and successfully bought, renovated, sold, and invested in over 120 properties valued at more than $1.5 billion, forming and managing over 70 real estate partnerships. Through strategic partnerships and private syndications, SMK pools investor capital into professionally managed, passive real estate portfolios designed to deliver consistent cash flow, long-term growth, and attractive risk-adjusted returns—opportunities typically difficult for individual investors to source and underwrite independently.  THIS TOPIC IN A NUTSHELL: ·         Mark Khuri's Journey from Corporate Finance to Real Estate Investing·         Building SMK Capital Through Syndications & Fund of Funds·         Lessons Learned from Investing as Both a GP and LP·         Understanding the Fund of Funds Investment Model·         How Fund Managers Create Value for Passive Investors·         Diversification Across Asset Classes & Real Estate Sectors·         Negotiating Better Terms Through Institutional Partnerships·         The Sponsor Due Diligence Framework: What Really Matters·         Evaluating Track Record, Teams & Transparency·         Why 99% of Investment Opportunities Get Rejected·         Finding Opportunity in Today's Commercial Real Estate Market·         Conservative Underwriting & Risk-First Investing·         Cash Flow, Positive Leverage & Realistic Return Expectations·         Red Flags Every Passive Investor Should Watch For·         Managing Risk Through Debt Structure & Capital Stack Analysis·         Why Mark Avoids Most Ground-Up Development Projects·         Market Selection Strategies Across Different Asset Classes·         Building Wealth Through Long-Term Investing & Patience·         Networking, Mentorship & Growing Investor Relationships·         Real Estate Lessons from Early Investing Mistakes & Challenges·         Problem-Solving Through Market Cycles and Economic Uncertainty  KEY QUOTE: "A sponsor having a bad deal isn't always a red flag. What matters is how they handled it."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #FundofFundsStrategy #GeneralPartner #Syndicator #TrackRecord #MarketSelection #LongTermInvesting #MarketCycles #Development #PositiveLeverage #InvestingStrategies #Syndications #RealEstateInvesting #RealEstateInvestor #PassiveInvesting #WealthBuilding #CashFlowInvesting #FinancialFreedom #MultifamilyInvesting #InvestorEducation #RealEstateWealth#PassiveIncome #CommercialRealEstate #InvestmentStrategy #PortfolioDiversification #LongTermWealth #InvestorMindset #WealthStrategy CONNECT WITH MARK KHURI:LinkedIn: https://www.linkedin.com/in/mark-khuri/ Email: info@smkcap.com   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

What if one of the biggest expenses in tech isn't actually cash?In this episode of Corporate Finance Explained, we unpack the truth behind stock-based compensation and why it has become one of the most misunderstood topics in corporate finance, financial analysis, and equity valuation.At first glance, paying employees with stock instead of cash can make a company's financial performance look stronger. But while stock-based compensation may be considered a non-cash expense under GAAP accounting, it still comes at a very real cost to shareholders through equity dilution.We explore how companies account for stock-based compensation under ASC 718, why many firms emphasize adjusted (non-GAAP) earnings, and how stock grants impact operating cash flow, free cash flow, and earnings per share. We also examine why investors should pay close attention to diluted share count, stock buybacks, and long-term dilution rather than relying solely on headline earnings metrics.

What separates companies that recover from a crisis from those that collapse overnight?In this episode of Corporate Finance Explained, we explore the role of crisis management, corporate trust, and crisis communication in protecting shareholder value and long-term business success. Through real-world case studies, we examine why communication during a crisis is far more than public relations. It is a strategic financial asset that can determine whether a company survives or fails.Using examples including Silicon Valley Bank, Credit Suisse, Johnson & Johnson's Tylenol crisis, and Starbucks' 2008 turnaround, we break down how trust influences investor confidence, customer loyalty, liquidity, and corporate resilience.

William E Simon was a bond trader-turned US cabinet secretary under President Richard Nixon. He was also abrasive, polarising and the “father of private equity”, according to Hettie O'Brien, author of The Asset Class: How Private Equity Turned Capitalism Against Itself. She tells hosts Gillian Tett and Robin Wigglesworth how Simon orchestrated a deal that was so revolutionary, and so lucrative, that it kickstarted the leveraged buyout trend of the 1980s, which later gave way to the modern private equity industry. But how did we get from that one deal to a sector that's now one of the largest alternative asset classes in the world? And if he was alive today, what would Simon think of the industry he helped create? Further reading:The Asset Class: How Private Equity Turned Capitalism Against Itself, by Hettie O'Brien (2026)Private capital has raised more money than it has returned Credits: Getty ImagesTo enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin WigglesworthProducer: Lulu SmythSenior Producers: Michela Tindera and Laurence Knight Executive Producer: Manuela SaragosaOriginal music and sound design: Breen TurnerBroadcast engineers: Bianca Wakeman and Petros GiuompasisPodcast Development: Laura ClarkeFT Global Head of Audio: Flo Phillips Video editor: Josh Divney and Kristen Kenyon at Podcast DiscoveryLearn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

SQL is one of the most valuable technical skills for finance professionals, business intelligence analysts, and data analysts. But once you've mastered the basics, how do you write cleaner, more scalable queries that support real business decisions?In this episode of What's New at CFI, Meeyeon sits down with CFI instructor Joseph Yeates to discuss CFI's new Advanced SQL for Analysts course. They explore how advanced SQL helps analysts move beyond answering individual questions to building flexible, reusable data models that support reporting, dashboards, and business intelligence workflows.Whether you're working in Excel, Power BI, Python, or directly with SQL databases, this course is designed to help you collaborate more effectively with data engineering teams, organize complex SQL queries, and build stronger data analysis skills.

Today's episode is basically my love language: multiple income streams. I'm joined by Meghan Lim, AKA Meghan Makes Money, who went from a $78K corporate finance job to building a six-figure creator business with 160K+ followers, all in about two and a half years. We're talking side hustles, affiliate marketing, brand deals, pricing your worth, and why "selling" isn't a dirty word.WE GET INTO: 00:00 Intro: Meghan's journey from corporate finance to content creator00:49 Meghan's origin story: childhood side hustles and the layoff that changed everything03:48 Money messages from a Filipina immigrant household05:38 Switching her major to finance (and why it didn't teach her personal finance)07:30 Stepping into the creator economy as a Gen Z creator11:47 The viral paycheck breakdown video that changed everything13:07 Side hustles worth your time (and which ones are a scam)17:05 How Meghan actually makes money now: affiliates, brand deals, coaching18:45 The disconnect between followers and revenue21:45 What to have in place before pitching brands25:49 Favorite underrated monetization method: affiliate marketing29:33 How content creation has changed Meghan's life (six figures, comped trips, free LASIK)32:35 The Cartier ring story: rewarding yourself and abundance mindset36:48 Navigating the pressure to choose stability over risk38:18 Redefining success after leaving corporate39:55 Biggest financial mistake (and the lesson behind it)42:14 The #1 skill every creator needs to learn42:46 What's next for Meghan Makes Money44:20 Final advice: you don't need permission to make moneyKEY TAKEAWAYS: Multiple income streams beat relying on one (especially brand deals, which can be inconsistent)You don't need to be "the expert" or already have results to start sharing your journeyDocumenting > performing — people want to follow along, not just see the finished productReframe selling as serving: your product or service genuinely helps someoneIt takes 14-17 touchpoints before someone takes action, so don't be afraid to repeat yourselfAffiliate marketing in the finance niche is one of the most underrated income streamsReward yourself for milestones — it's not just about ROI, it's about breaking scarcity mindsetSurround yourself with people doing what you want to do; proximity changes your mindsetCONNECT WITH MEGHAN:Meghan's Instagram: @meghanmakesmoneyMeghan's Website: https://www.skool.com/money-makers-circle-8363TAKE THE NEXT STEP:Download the FREE Dinero GuideRead my book, Financially Lit!Book a Call with JanneseThis episode of Yo Quiero Dinero was produced by Heart Centered Podcasting. Hosted on Acast. See acast.com/privacy for more information.

Join Claire Grierson and Michael Mervyn-Jones as they discuss how the Tanker industry is approaching the recent developments in the US/Iran conflict and examine what could happen if the Strait of Hormuz remains open for a sustained period of time. The SSY Monthly Shipping Review is available to download for all SSY Navigator subscribers. To subscribe to SSY Navigator, simply email navigator@ssyglobal.com Panellist contact details Claire GriersonHead of Tanker Research, SSYE: c.grierson@ssyglobal.comMichael Mervyn-JonesDirector of Communications and Marketing, SSYE: m.mervyn-jones@ssyglobal.com About SSY Established in 1880, SSY has grown to become one of the biggest and most trusted names in broking, operating around the world via its 28 local offices – with over 650 experts covering a range of major markets including Dry Cargo, Tankers, Derivatives, LNG, Sale and Purchase, Offshore, Rigs, Nuclear Energy, Chemicals, Aquaculture, LPG, Towage, Recycling and Corporate Finance. SSY has a global reach with offices in Aberdeen, Athens, Bergen, Copenhagen, Dubai, Geneva, Genoa, Hamburg, Hong Kong, Houston, Kristiansand, London, Madrid, Mumbai, New York, Osaka, Oslo, Rio, Rotterdam, Seoul, Shanghai, Singapore, Stamford-USA, Sydney, Tokyo, Vancouver, Varna, Zug.www.ssyglobal.com Hosted on Acast. See acast.com/privacy for more information.

What if the most important number in finance isn't revenue or net income, but the cash that's left over after a business pays for its own survival?In this episode of Corporate Finance Explained, we break down free cash flow (FCF) and why it is one of the most important metrics in corporate finance, valuation, investing, and financial analysis. While headlines focus on revenue growth and earnings beats, free cash flow reveals whether a company is actually generating real economic value or simply producing attractive accounting results.Using real-world examples from Microsoft, Adobe, Costco, and AMC Entertainment, we explore how companies can report strong earnings while quietly burning cash, and why free cash flow often provides a clearer picture of financial health than net income alone.

What happens when the biggest AI companies in the world borrow hundreds of billions of dollars to build infrastructure before the demand is fully proven?In this episode of Corporate Finance Explained, we unpack the corporate finance behind the AI boom and explore how Amazon, Microsoft, Meta, and Alphabet are funding one of the largest private capital investment cycles in modern history. With projected AI infrastructure spending approaching $700 billion, the real story is not the technology itself. It's the debt, capital structures, and financial risk sitting beneath the headlines.We break down how hyperscalers are using project finance, special purpose vehicles (SPVs), private credit, and long-term power contracts to build massive AI data centers at unprecedented speed. Along the way, we examine the growing debate around GPU depreciation, AI infrastructure economics, and whether today's AI buildout resembles past capital cycles like railroads and telecom networks.

What if the biggest threat to corporate profitability isn't a recession, a supply chain disruption, or a technological breakthrough, but a tax that changes overnight?In this episode of Corporate Finance Explained, we break down the financial mechanics of tariffs and explore how rising trade barriers are reshaping corporate strategy, supply chains, pricing decisions, and profitability around the world. With the average effective U.S. tariff rate reaching levels not seen since the 1930s, companies are being forced to rethink where they manufacture, how they source materials, and how they manage risk.Using real-world examples from Apple, General Motors, and Ford, we examine how finance teams model tariff exposure, why legal changes can create massive uncertainty, and how tariffs quietly flow through inventory, balance sheets, and income statements before eventually showing up in consumer prices.

In this episode of Corporate Finance Explained, we break down the hidden mechanics of Cost of Goods Sold (COGS) and why the companies that master their costs often outperform competitors that generate far more revenue. Through real-world examples from Costco, Walmart, Tesla, and Blue Apron, we explore how gross margin, unit economics, supply chains, and operational efficiency shape long-term business success.While revenue grabs headlines, COGS determines whether a company can scale profitably, defend its margins, and build a durable competitive advantage. We unpack the strategies behind some of the world's most successful businesses and reveal how seemingly small decisions inside operations, procurement, and product design can dramatically impact profitability.

What if the next financial crisis isn't hiding inside the banking system, but outside of it?In this episode of Corporate Finance Explained, we unpack the explosive growth of private credit and the rise of a $2 trillion shadow banking system that is reshaping corporate finance. Once considered a niche alternative asset class, private credit has become one of the fastest-growing sources of business financing, allowing companies to raise billions of dollars outside traditional banks and public debt markets.We explore how private credit emerged after the 2008 financial crisis, why companies are increasingly choosing direct lenders over banks, and how structures like unitranche loans are changing the way deals get done. Along the way, we examine major transactions, hidden risks, and the growing concerns regulators have about transparency, leverage, and systemic risk.

What if the most powerful tool in a company isn't the CEO, the strategy deck, or the financial model, but a handful of metrics on a dashboard?In this episode of Corporate Finance Explained, we explore the hidden world of executive dashboards, KPIs, and performance measurement systems that shape decision-making inside the world's largest organizations. From Amazon's famous driver trees to Airbnb's rapid dashboard transformation during the pandemic, we uncover how finance teams use data to focus attention, drive accountability, and guide strategy. We also examine what happens when metrics go wrong. Through the cautionary stories of Theranos and Wells Fargo, we show how poorly designed dashboards, vanity metrics, and misaligned incentives can create blind spots, encourage harmful behavior, and ultimately destroy value. 

What if the biggest risk to your finance career isn't AI replacing you... But someone else is using AI better than you?In this episode of Corporate Finance Explained, we explore how artificial intelligence is transforming corporate finance, FP&A, treasury, risk management, forecasting, and decision-making across organizations of every size.AI is no longer a futuristic pilot project. It has become a core part of modern business operations. From JPMorgan's 2,000+ AI models to Walmart's massive real-time data infrastructure, leading companies are using AI to automate workflows, improve forecasting, enhance risk management, and drive operational efficiency at scale.

Outperformance in private equity is no longer defined by leverage or multiple expansion; disciplined value creation will be the decisive factor in future investment success. In this episode, AD Bhatia, Robin Ligon, and Jason Phillips are joined by CVC’s John Kelleher to discuss the key shifts in today’s PE environment and share five moves firms are making in response. The path to transforming value creation requires a more disciplined playbook: structured re-diligence, holistic transformation under a dedicated transformation leadership, stronger operating-team talent, and the use of AI as a portfolio-wide accelerator. Related Insights 2026 Global Private Markets Report How private equity is using M&A integrations to overcome headwinds Beating the odds: How private equity firms can improve exit prospects McKinsey Strategy and Corporate Finance on LinkedIn McKinsey Transformation on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

What happens when a company's debt becomes its biggest strategic risk?In this episode of Corporate Finance Explained, we break down the hidden mechanics of corporate debt management, refinancing, restructuring, and the maturity ladder that quietly determines whether businesses thrive or collapse.Most investors focus on revenue growth, margins, and earnings. But beneath the surface, finance teams are constantly managing debt maturities, credit spreads, refinancing windows, and capital market access. When those decisions are handled well, companies gain flexibility and lower financing costs. When they are ignored, even large businesses can find themselves staring down bankruptcy.

What if a company can look wildly profitable on paper… and still collapse in 48 hours?In this episode of Corporate Finance Explained, we unpack the hidden world of corporate liquidity management and why cash flow, not profit, ultimately determines whether a business survives.Most investors focus on revenue growth, margins, and earnings. But beneath every successful company sits a treasury operation responsible for managing liquidity, funding obligations, and keeping the business alive during periods of financial stress.

Most students know they need to “network” to break into finance. Very few are told how to actually do it properly.In this episode of the Market Maker Podcast, Anthony Cheung sits down with corporate finance analyst Liam Edward Proctor to break down how students can build relationships, stand out in applications and navigate finance careers without coming from a traditional background.Liam shares how he went from a non-target university into corporate finance, common networking mistakes students make, how to approach coffee chats, LinkedIn strategies that actually work and why commercial awareness matters more than ever in today's graduate market.The conversation also explores rejection, imposter syndrome and how students can create opportunities beyond simply submitting online applications.If you're applying for internships, spring weeks or graduate roles in finance, this episode is packed with practical advice you can apply immediately.(00:00) Liam's Finance Journey(01:59) Do You Need Internships?(04:33) What vs Who You Know(06:48) Coffee Chat Preparation(08:34) Building Commercial Awareness(13:29) Leveraging LinkedIn & Imposter Syndrome(16:55) Meeting Howard Marks(22:00) Handling Rejection(26:39) Non-Target University Advice(30:08) Networking Follow-Up Tips

What if the most powerful force controlling a corporation isn't the CEO or the market… but a few lines buried deep inside a loan agreement?In this episode of Corporate Finance Explained, we unpack the hidden world of corporate debt covenants and how these invisible financial rules quietly dictate whether companies can acquire competitors, pay dividends, raise capital, or survive economic crises.Most people think corporate success comes down to products, leadership, or market demand. But underneath every leveraged company sits a complex legal framework of covenant restrictions, leverage tests, liquidity requirements, and lender protections that shape every major strategic decision.