Podcasts about csfb

After a 13-year career at CSFB where she would ultimately head the firm's equity derivative strategy effort, in 2023 Mandy Xu moved to the CBOE where she's now Head of Derivatives Market Intelligence and swimming in interesting, complex data sets. Our conversation surveys product innovation, going back to the first option trade ever on the CBOE, call options on July 1973 Xerox, through today's vastly electronified ecosystem of trading in cross-asset risk exposures.We briefly review the unbelievable short squeeze in GME from 2021, and here Mandy asserts that today's exposures are considerably more balanced than the Meme episode in which the retail stampede engorged on call option premium. Our discussion moves to the present-day backdrop for option pricing and the potential impact of mechanical flows resulting from vol being bought and sold in the market.Noting the substantial increase in AuM for overwriting and option income generating funds in both the mutual fund and ETF complex, Mandy is skeptical that this growth is solely responsible for the low clearing price of measures like the VIX and put skew. Instead, she points to low risk readings in other asset classes, including credit implied vol, as more likely driven by stable macro fundamentals.We spend the remainder of the conversation on the much debated topic of ODTE and whether there's an accident waiting to happen. In Mandy's role at the CBOE, she sees option flow data with great granularity and in the ultra-short-dated category, she sees considerable balance in use cases across hedgers, income generators and intraday traders. The result is a healthy mix of buyers and sellers and, at least for now, a low risk of Volmaggedon 2.0. I hope you enjoy this episode of the Alpha Exchange, my conversation with Mandy Xu.

Who's inWho's outWho's paying for itCredit Suisse finally revealed its new strategy this week — breaking the firm up into three. Talk about a Swiss finish. Many of the details had been leaked in the run up to the announcement but it was no less momentous for all of that.The Swiss firm will keep its domestic operations, wealth and asseet management and markets businesses. Meanwhile, it is selling its profitable but capital-hungry securitization business to investment houses Apollo and Pimco and setting up a separate capital markets and advisory business to be called CS First Boston, reviving a storied Wall Street brand much to the delight of some of its veteran deal makers.We look into the rationale behind the plan, what businesses will thrive and what will be shut down in the new regime. We take a look at who will be running CSFB and how he will staff it given the high number of senior departures from scandal-ridden Credit Suisse over recent years. We also take a look at how the restructuring will be financed.

Tym razem mogłem rozmawiać z siostrą Darią Tyborską, która jest betanką. Było mi bardzo miło porozmawiać z tak wspaniałym człowiekiem. Ta wyjątkowa osoba opowiada mi o tym jak wygląda życie siostry zakonnej, jaki jest charyzmat jej zgromadzenia, o tym, w jaki sposób można głosić Pana Boga, co jest najtrudniejsze w byciu zakonnicą. Zapraszam do odsłuchu! A poza tym, mam nadzieję, że to nie ostatnia nasza rozmowa!Polecamy zajrzeć na stronę sióstr betanek https://betanki.pl i na kanał YT https://www.youtube.com/c/SiostryBetanki

What is the 20-year horizon? Mauldin observed that every period of 9.6 percent market returns started with low P/E ratios. The P/E ratio amount strongly correlated with the trend in Market P/E ratio and none of the strong gains occurred without rising P/E ratios. Looking at the market trend, half of the investors realized compound returns less than 4 percent and 10 percent generated gains more than 10 percent. Subtracting inflation, taxes, and dividends the historical growth in earnings has been 2 percent. Only new companies have been able to produce 3 percent. Pensions need 7 percent in real growth. Is it possible some pensions are 1/7 their value? It is impossible to get a 9 percent growth assumption in a 5 percent bond market. Companies often make a 70/30 balance of stock to bonds. The cost for companies to drop their expected rate of return from 9.2 percent to 6.5 would be $30 billion according to CSFB assuming no recession that would correct the DOW to 6,000. --- Send in a voice message: https://anchor.fm/david-nishimoto/message

Kaija Katariina Erkkilä on yrityskauppojen toteutuksen pioneerejä ja keskustelee sekä ajastaan Instrumentariumin yrityskauppojen integraatiosta vastaavana johtana että Midaxo-yrityksen liiketoiminnasta. Sami Miettinen oli Credit Suisse First Bostonin Associate Lontoossa, kun tämä globaali investointipankki oli suomalaisten miljardikauppojen neuvonantajana, jota käyttivät niin Nokia kuin Nordean muodostanut Nordbanken. Erityisen merkittävä CSFB:n transaktio oli Ohmedan osto $1050 miljoonalla Instrumentariumin, Becton Dickinsonin ja Baxterin transatlanttinen konsortion kesken, joka teki suomalaisesta Datexista lähes Nokian tasoisen teknologiajätin sairaalateknologiassa. Tämä kasvutarina päätyi silloin maailman suurimman yhtiön General Electricin yritysostoon, jota olitiin yritetty estää ostamalla ns. poison pill:iksi seattlelainen Spacelabs. Kaija Katariina kertoo urastaan integraatiokonsulttina, kirjailijana ja Midaxo SaaS-yhtiön perustajana, joka on saavuttanut yli $10 miljoonan jatkuvan laskutuksen yrityskauppojen toteutuksen ja koordinoinnin globaalina pilvialustana. Se on yksi suomalaisia ohjemistopalvelualan menestyksiä. 00:00-00:58 Instrumentariumin menestystarina. Yrityskaupat ovat muutosjohtamista jotka vaativat uskottavaa toistoa henkilöstölle. Kuinka Becton Dickson, Instrumentarium ja Baxter jakoivat Ohmedan 00:59-47:21 Kaija Katariina Erkkilä ja Sami Miettinen keskustelevat yrityskaupoista, integraatiosta ja yrityskauppojen hallinnan ohjelmistoista kuten Midaxosta. Jaksossa käytetään esimerkkeinä useita strategisia M&A kalvoja mukaan lukien Stora Enson Papyruksen yrityskauppastrategia 2000-luvulta #yrityskaupat #fuusiot #yritykset #SaaS #sijoittajat #rahoitus #neuvottelu #neuvottelijat #strategia Facebook - liity #neuvottelijat-ryhmään https://www.facebook.com/groups/neuvottelijat Kaikki #neuvottelija -jaksot ja haku: https://www.dcmcapital.fi/neuvottelija

On today's episode of The Literary Life, Mitchell Kaplan talks to The Betsy hotel owner Jonathan Plutzik about its history in Miami Beach and why a hotel should be a space for comfort and healing through the arts. Jonathan Plutzik retired as a Vice-Chairman of Credit Suisse First Boston (CSFB), in 2003, after a 25-year career. His responsibilities included oversight for the firm's work with U. S. state and local governments, international privatization initiatives, investment banking activities in Washington, D.C. and global financial services. He also led the CSFB team that provided advisory services to the City of New York during the city's financial crisis. From 2003 to 2005 Jonathan served as Chairman of Firaxis Games, a leading computer game company and home of Civilization, the widely acclaimed strategy game. Jonathan's philanthropic work is considerable. He has a long legacy of charitable leadership as Chairman of the Board of the CORO New York Leadership Center, with additional Executive Leadership service to UJA-Federation of NY (including having served as a member of the Board and Executive Committee and Director of the Caring Commission, and he was Chair of the UJA-Federations Connect to Caring initiative.) He also serves as a member of the Council on Foreign Relations, is on the Board of Directors of Fannie Mae and recently accepted a position on the founding board of Planet Word, a new Washington, D.C.-based museum that is dedicated to and focused on Language Arts. Jonathan received his B.A. from Brandeis University and his M.B.A. from the Wharton School of the University of Pennsylvania.  Jonathan is Co-President of the PG Family Foundation in NYC, and principal owner of The Betsy-South Beach, (www.thebetsyhotel.com), a hotel known for its community-based philanthropic work and its commitment to arts and culture. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lori Crosley has held senior level product marketing and strategy positions at Morningstar Investment Management, Wells Fargo and Calamos Investments, where she was responsible for planning, designing and executing global market strategy and institutional investment communications. As a Principal at Greenwich Associates, a leading global, strategy consulting firm that specializes in financial services, Ms. Crosley worked directly with the firms' investment management clients in the US, Canada, UK and Continental Europe, to analyze primary and custom research and recommend strategic, as well as tactical, initiatives affecting both product and service delivery. Ms. Crosley also served as an investment consultant to institutional investors at Ennis Knupp, CSFB and DLJ. Ms. Crosley earned an MBA in Finance and Marketing and a BS in Economics from Northwestern University in Evanston, IL.***************************************************************************If you'd like to talk to Terry McDougall about coaching or being a guest on Marketing Mambo, here's how you can reach her:https://www.terrybmcdougall.comhttps://www.linkedin.com/in/terrybmcdougallTerry@Terrybmcdougall.comHer book Winning the Game of Work: Career Happiness and Success on Your Own Terms is available at Amazon. 

In this episode… This is a shared episode by Matt Wolach.  Matt starts the episode introducing Stephanie, asking where she is today and how she got there.   They kick off the show agreeing that raising capital is truly all about sales.  People looking for funding need to look at what is right in front of them - creating something of value that clients and future clients will pay them for.   One of the mindsets that is super important is that of an investor.  And then you ask yourself, “What is the best use of the resources I already have?”    When it comes to timing, Stephanie shares the best way to know if you're ready to raise capital is when you know how to turn $1m inside your company to $2m.  One needs to understand what makes a good investment inside your business first. The show turns to talking about fundraising being truly a sales and marketing process.  However, there are a few metrics, key numbers and KPIs to keep an eye on. Finally, they wrap up with Stephanie sharing advice to those setting out to find funds and the right investor.  And of course, ways to keep up with Stephanie. Resources Mentioned in this episode Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

In this episode… Andrea begins the episode introducing Stephanie, and asks her exactly what it was that drove her into owning her own business. More specifically, what drove her to Financeability. What gave Stephanie the heart for business? It stemmed from watching her parents who owned their own business. When her parents were ready to retire, they reached out to Stephanie who helped them place value on their business so they could talk about it like the asset it was. Stephanie shares how she helps businesses plan an exit strategy that doesn't just include hanging their hat on the door and that's that. Understanding the end game is crucial, and not everyone knows that. Another major playing piece for those wanting to ask for money is knowing their ideal investor.  Without knowing that, there is so much wasted time and energy. There are two groups that Stephanie works with, and those are founders, but the second one that really excites her is working  with organizations that serve groups of founders.  She explains why, so make sure you listen!   The episode wraps with words of advice and sharing what she believes is her superpower and how it helps others. Resources Mentioned in this Episode Finance-Ability Stephanie Sims Stephanie Sims LinkedIn http://leadlikeawoman.biz Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

In this Episode . . . Robbie gets this episode started by asking Stephanie about her leadership journey and when she realized she had a knack for leading.  To Stephanie, being a leader is equal parts inspiration and risk/action taking.  One must have a bold vision to share with people that will get them excited about doing something.  In the same sense, one must also be willing to roll up their own sleeves, dig in and do some work as well. Mentors were important to Stephanie, and among the top of that list are her parents.  They encouraged and supported her in multiple ways during her leadership journey.  No matter how crazy of an idea, they were there for her and provided the push when needed.  At the age of 12, Stephanie thought she wanted to be a doctor until the opportunity arose at summer camp to practice on cadavers.  It was then her dream of being a doctor was called off.  By the age of 13, she was working on spreadsheet for her parents, and with her father being an accountant, she was off and running in the world of finance. Robbie and Stephanie talk at length about networking.  Prior to the pandemic, networking was largely face-to-face.  Things, events, and the mode of networking has changed drastically since March 2020, and these changes will be a permanent thing.  The episode wraps with Stephanie sharing what excites her about the future, and how she will be mentoring and reaching groups of entrepreneurs. Resources Mentioned in this episode Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

In this month's Cereals & Oilseeds podcast, Teresa Meadows, AHDB's Knowledge Exchange Manager for East Anglia, talks to Claire Hoarau, who is carrying out a PhD at Harper Adams University on biopesticide options for CSFB. Hear about the existing work in this area, the research to date and planned experiments for the season ahead in this innovative area – might this be the future of CSFB control?    To subscribe to the AHDB podcast, please click here. 

In this Episode . . . Stephanie shares that her parents owned a business while she was in high school, but when time came to sell their business and retire, they struggled to find buyers.  She realized then that the business was sellable, but they didn't know how to talk about their business as an investment. For Stephanie, it is fun to see people get excited, but she tries to help when they are frustrated because they see a way to grow but don't know how to find the money to do it.  Most entrepreneurs are not finance people, so don't always understand their financial health and what pieces to put in place.  They need to know their numbers in order to look and ask for capital.  The numbers are very revealing! The world changed during the pandemic.  Toward the end of the year, and people adapted, there was quite a bit of money raised.  The changes, including the world of Zoom, made people transition to a different way of approaching the investor.  But, she did see a lot of people panic, but most turned the panic into productivity.  The biggest misconception people have, is there is this huge pool of money just looking to be spent.  That isn't how it works.  They generally won't fund 100% of the round, and sometimes they simply aren't interested because it isn't big enough for them.  Reality is this – there are different kinds of capital for companies at different stages.  Fundraising is just like sales and marketing – you need an ideal client, and you need a message that resonates with them.  You can't stand up and simply ask, “Hey I have this thing, do you want to buy it?”  Building connections is key, even though the digital world continues to advance.  It's time to pull back automation and create genuine relationships.  The touch and customer service are needed. Philosophy needs to be aligned with whomever you work with.  It isn't always prudent to get involved, and there are always going to be other opportunities.  Finally, Stephanie shares this piece of advice, “money is not your problem.”  Rethink things if you feel money will get you where you want to go.  Resources Mentioned in this episode Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I'm excited to talk to Natalie Benamou, the Founder & CEO of Herpower2 Lead. Natalie is a strategic thought leader with 30 years of experience creating ‘Blue Ocean' strategies that help differentiate businesses from the competition and leading organizations.  She has served as President of HBA Chicago (Healthcare Business Women's Association) as well as A Heart For Animals, an all volunteer animal rescue that has saved over 3,000 pets. Natalie founded HerCsuite™, an advisory & networking platform for executive women leaders, to empower female executives. She is a super connector and helps women make meaningful business relationships, gain visibility, and advance to the C-suite and beyond. Natalie is also the host of HerCsuite™ Radio, a podcast for women leaders on the move. In this episode… As they start, Natalie shares the scariest ask has ever been when asking for herself.  It is getting others to see the vision she has and join in the vision she has.  She leads with empathy, and asks “what does success look like to you” in hopes they are aligned and can work together.  Natalie and Stephanie have a lengthy discussion on failures, the fear of rejection and how to rejoice with getting “no” knowing it leads to bigger and better things. In addition to failures, they talk about resilience and flexibility.  Without those, success will not be easily achieved. Lastly, Natalie shares she loves to say “yes” to the asks she gets but now asks herself if she can make a difference, can she help people, and still live her purpose.  If she can confidently say yes to these three questions, she can say yes. Resources Mentioned in this Episode LinkedIn Profile: https://www.linkedin.com/in/nataliebenamou/ https://hercsuite.com/ https://www.rejectiontherapy.com/  Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I'm excited to talk to Tara Spalding, the Managing Director of BoomStartup Accelerator.  BoomStartup is an accelerator and mentorship-driven angel-stage investment program for startups, which operates as an online technology-driven accelerator, providing entrepreneurs a custom business plan including business maturity guidance, investment preparation, and capital structuring relevant to growth, and investment strategies as well as a curated marketplace for services.  Tara is also the founder of Hen House Ventures, an early stage incubator that helps tech companies rapidly scale when entering massive markets, and is also on the board of trustees for VentureCapital.org.  Tara is the recipient of the 2020 Utah Business 30 Women to Watch award. Tara began her high-tech career in Silicon Valley when she taught herself to code software and became the first employee, and eventually VP of marketing at industry leader, SugarCRM.  Her Silicon Valley experience included roles as CMO at GroundWork Open Source, VP marketing at Magnet Systems, and co-founder and CPO at BenchPick. Tara received her bachelors from University of Colorado, Boulder. In this episode… Tara starts with the speed round and answering Stephanie's questions including her favorite junk food, vacation spots, and music. For Tara, there were thousands of asks that she didn't not even know she had the courage to do until she did it.  The first time she became a cofounder with another person and needed to find outside investments.  When she did it or helped other people, it came much easier than when it was her own.  Looking back, she realizes she worried about the most goofy things, such as the color she was wearing. The relationship she has now with their investor was built along with trust and credibility over time.  When you find the right investor fit, there is no better relationship because they are on your side in multiple ways and offer beneficial suggestions and ideas. Tara suggests to entrepreneurs: Look at it from the investor's point of view, not the entrepreneur's or their own.  What is important is getting a sense of adventure in how they want to spend their money and see the returns.  For those looking for money, it needs to fit into their investment portfolio as a person.  Everyone has a different risk/reward appetite and that needs to be aligned.  You may want to know how you get an indication about the risk appetite they might have or how involved they want to be, and according to Tara, it is really tricky.   Asking the question, three different times over a period of time to see if answers are consistent, is one method.  Over time, relying on the network is important as well. Tara's company offers everything online at the moment but is piloting their first face-to-face soon.  It is amazing how adaptive our brains are, no matter what the platform or venue.  Right now, investors, and others, are more accessible with technology. How does one refine their ask?  Tara actually pulls from Stephanie's play book and suggests coming up with two options that people can help you with.  People can be successful making the smaller asks and building relationships.  How does Tara decide who to say yes to when it comes to sharing her time?  Always looking for meaningful engagement with more than one person at a time.   When coming up with your ask, make sure to think of a couple of asks.  If you get an answer, advice or introduction you need to follow up by explaining the conclusion!  Where can people find Stephanie?  Join the Boom Start Up Community!  It's fun and easy!  Come on in and have some fun! Resources Mentioned in this episode https://www.linkedin.com/in/taraspalding/ https://boomstartup.com Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I'm excited to talk to Ari Palmer Salafia, who's the Co-Founder & CEO of TaxTaker, a female-founded tax and technology savings company focused on helping put money back into growing companies pockets.  Over the course of her career, Ari has helped hundreds of companies save tens of millions of dollars on taxes through R&D tax credits and other specialty government programs.  Originally from California, Ari graduated and holds a bachelor degree in Political Science from Loyola Marymount University in Los Angeles.   Ari moved to Austin, Texas in 2016 and is steadfast in providing support to the incredible companies being built in the United States.   In her free time, Ari enjoys running the trails with her husband and fur babies and finding any waterway she can get to in Texas. Welcome Ari! In this episode: Ari starts with the speed round and answering Stephanie's questions including her favorite junk food, vacation spots, and music. After the speed round, the conversation begins with Ari sharing her biggest ask, which happened a mere year and a half ago when she began to raise capital for TaxTaker. She approached this as if she were in sales, but asking for money was very foreign to her. You will hear how she gained confidence to continue on.  As she grew the number of conversations held with investors, so did her confidence level, and she became more secure with each. She had a healthy mix amongst the investors she met with and realized there is no perfect recipe.  Ari's whole story and messaging held true over time, and the numbers were growing, interest in her product was growing and trending upward. Even when the pandemic hit, they were running lean, getting more customer accounts, and building traction.  When it came to mindset, Ari admits that the Imposter Syndrome is very real and big headlines with huge raises do not help. It was not reality and the fact is, there are so many out there grinding to make something a reality. Those people are the ones who get overlooked.  Self doubts do creep in, and you have to fake it while you make it. Truthfully speaking, comparison is the thief of joy, so avoiding comparing oneself to others is helpful. Ari is a big believer in abundance, but you have to set your own path. The power of storytelling can get people hooked by sharing what the end of the book may look like.  She has this very important piece of advice to share, “Remember exactly what you tell an investor. They share deals. Make sure your messaging is consistent.” Having financial literacy, or not having it, can break a company. One can't only focus on customers, they also need to focus on where their money is going and how much is left. When an individual is disorganized, there is a good chance the company is as well. Although it pains her to say “no” to people asking for her time, she is getting better at saying “yes” when she feels it will be beneficial to both sides.  For those who are listening, please visit her website and see if you qualify to work with her. There are tax incentives and dollars on the table. Resources Mentioned in this episode www.taxtaker.com https://www.linkedin.com/in/aripalmer/ www.instagram.com/arisalafia Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there's anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I’m excited to talk to Zachary Eikenberry, a CoFounder, Director and CEO of Hook Security, which uses Psychological Security, or PsySec™, to teach employees how to spot and avoid phishing attacks and create a healthy security-aware culture company wide. Before Hook, Zach was a Founder and the CEO of The NEXT Schools in Greenville, SC. These schools provided entrepreneurial experiences for over 900 students between 2 high schools and a middle school.  Zach has over 14 years of startup experience since graduating from Purdue University with degrees in Philosophy and Economics, including the successful launch of a SaaS company in addition to his ongoing consulting practice.  He has been recognized as a Top Ten most Innovative Educator, a TEDx Speaker, and a conference speaker on the nature of innovation and education. Welcome Zach! In this episode… In this episode you will hear why Zach likes the summer olympics over the winter olympics, and the curious reason why. Also, Zach recalls a story in relation to an offer that was too good to refuse, but it all came down to a personal guarantee.  So, this offer?  Ultimately it was turned down. When it comes down to sharing, describing and showing data of the pipeline, authenticity is key and of ultra importance.  Oftentimes as things gain traction, people get worried they are missing out and that should not be the case.  But, on the flip side, putting yourself in the investor’s shoes may help you see more clearly as to why they feel this way. Relationships that align with investors make an almost-perfect relationship.  Most founders feel they need to be perfect and not show weakness when in front of them but in reality, most investors are skeptical of perfection as they wonder why they’re at the table if everything is all “unicorns and rainbows.”  Now, some investors do want to hear perfection and a pretty picture without negativity, but not all.   Let’s talk home runs!  Institutional investors have to hit home runs.  However, hitting the moon isn’t always reality, and one hopes to never crash into the oceans.  Hitting projections is the true objective, and that is all investors really need to hear. Finally, it comes down to this, investors need entrepreneurs and entrepreneurs need investors.  They go hand-in-hand.  One cannot go on without the other. Resources Mentioned in this episode https://designli.co/blog/zach-eikenberry-on-pursuing-radical-ideas/ https://www.linkedin.com/in/ikeinc/ zach@hooksecurity.co Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there’s anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I’m excited to talk to Amy & Adam Fazackerley, Co-Founders of Lay-n-Go, a company that designs and manufactures innovative organizational solutions for life, play, and travel.  I’ve interviewed them both individually, so if you haven’t listened to those episodes, add them to your playlist! But today we’re doing something different - and talking to them about what it’s like to work with your spouse day in, day out. Welcome, Adam & Amy! In this episode… Instead of the speed round, they start out with a few either / or questions.  Both Amy and Adam both feel it is easier to work with their spouse than anyone else in the family!  They have very distinct strengths and weaknesses, which, perhaps is part of the secret.  Adam laughs as he shared his weakness is he is always in trouble and Amy’s strength is she is forgiving.  Amy shared a true benefit in being founders together is the ability to work things together versus another founder who hops in his or her car and drives away.   Together, they run their business a different way.  They are lifestyle based, work hard, and always want what is best for their family. However, it isn’t always smooth, and days do not always start out with having breakfast casually.  What is really important is really understanding the other person.  For Amy, balance is really important to each of them.  Stephanie wanted to know if they feel as though they are working more than an average person because they work together.  Both, Amy and Adam, stated yes and that is the nature of the base.  They both agree their kids have been a pretty cool part of the journey.  Making best use of their time, such as in the car, it very important.  They’re very focused and intentional on what they want their business to be.  After ten years in business, the number one question is where do they want to be in five years or ten years and what do they want it to look like?  What they do fall back on is the trust they have in each other.      One of the other things they like to do is give back by teaching the next generation about the things they went through in starting and running their business.  Together they are very active in extracurricular entrepreneurship things.  Working with other people is what makes them tick. Other than a shared vision, there are other parts of working together that have contributed to their success.  They include communication, trust, and really looking at going back to the strengths.  Adam feels understanding those hot spots is ultra-important.  For instance, if there is friction, Amy does not want any part of that.  It isn’t always as easy as a line down the middle.  When it comes to other founders, there are certain things they should look for, but there are also those they should avoid.  Adam shares that a lot of times the teams that come to them are paired up, but if they’re not, just remember you are picking a partner so find someone who has the strengths where you may lack.  If there are issues between partners, they like to push for resolutions that are fair.  Amy shares that it is important to stick with what you love, what will get you out of bed every day and stick with that.  It shouldn’t feel like work.  Just look at what drives and motivates you. Before involving a family member in your business, there are some questions that need to be asked of yourself.  Such as, “What do you want out of this?”  In fact, that should be a mutual question.  If everyone wants success and progression, it’s a pretty good start.  If you are going to involve family, figure out ways they will help build the business but also do it in the family role.  They do consider their friends as their family as well.  For them, their friends also started as their first focus groups.  On the flip side, everyone needs to make sure it is working for those involved.  Keeping open lines of communication are so important, family or not.  They close with one piece of advice for others who are going to work with family, and that is to just have fun and move on.  Also, give one another enough slack to make mistakes, forgive and learn. Resources Mentioned in this Episode LinkedIn Profile : https://www.linkedin.com/in/adamfazackerley/ UUNET : https://en.wikipedia.org/wiki/UUNET Fortify.vc : https://www.crunchbase.com/organization/fortify-ventures Lay-n-Go : www.layngo.com PATENT 9,0984,459 (July 2015) : https://patents.google.com/patent/US9084459 PATENT 10,016,036 (July 2018) : https://patents.google.com/patent/US10016036  PATENT 10,561,213 (February 2020) : https://patents.google.com/patent/US10561213B2 Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there’s anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I’m excited to talk to Jamie Easton, the founder of The Uptick - a weekly dose of financial market smarts! Jamie has nearly 20 years of professional experience in the financial services industry, including Managing Director at Evercore, a premier, independent, global investment banking advisory firm.  At Evercore, she not only founded the equities business in 2010, but was also recognized by Institutional Investor Magazine as the top ranked IR professional in her peer group. Jamie began her career at Goldman Sachs, where she led investment research on the Bond Insurance Industry. Jamie resides in Manhattan and is an avid lover of fitness and all things CNBC. Welcome Jamie!   In this episode… In this episode, Jamie shares her scariest ask - with a little backstory, Jamie started her career in her 20s in equity research, moved to sales and discovered she was better suited for that.  Her hardest or scariest ask was after she moved over to a sales role and brought in a large account, which was her first account.  At that point, it was a top 3 account for the company but when she got her bonus, it was not reflective of the account.  “Someone is getting paid off the money I brought in, where is it going?”  Boss said they never asked her to bring in the account, and with that, she promptly handed the bonus back.  The next day, got 100% more, which was still a small amount, but it was something, and that she accepted. Jamie feels this proves one thing – if you continue to accept and don’t ask for what you’re worth, it will continue to happen to you.  In her job, she would be able to leave every day and know her worth and her value.  It was data-based and easy to figure out.  Her tip for someone not working with numbers is to write down every single positive contribution that was made.  Then at your review, put all that compiled knowledge down and feed it back.  Rank yourself highly when you have the chance.  If you don’t think you’re exceptional then change it before your review.  When you are in front of the person doing the review, it is difficult for them to say, “Oh, you’re terrible.”  So, set yourself up with positivity; make your own data and value. Jamie says anyone facing this should think a little deeper than the top or bottom line – what else am I doing that will make the firm a better place.  If you lost me, what would you be losing as an organization.  You will see more value and able to highlight. There is psychology around always remembering the negative things or things that go wrong more so than the positive things.  Jamie shares she had a deep passion to help women stay in finance.  She finds it disappointing when women choose not to continue during pivotal times in their lives.   When it came to starting Uptick, she would read financial articles written by a journalist who had never worked in finance, and she felt she could do a better job synthesizing business news for everyone. If people don’t understand the fundamental functions of the economy, it is hard to make decisions due to not understanding some of the products available.  Some people miss out on incredible opportunities due to this.  When they do finally decide, it might not be based on the right assessment of true risks and rewards. Jamie feels ones’ biggest investment is in oneself and the company they own.  Most people put their financial decisions on someone else, and they do not have time to learn but rather are on different trends.  For those who “knew” it was going to be a thing, then put some money in it.  The second you notice a shift, make a move.  When people have others managing their money, there is less ownership involved.  Identifying long-term funds that you believe in is a phenomenal investment strategy.  When you have money to invest, keep 20% of that and figure out for yourself what to invest in.  Learn and understand everything there is about investing.  In addition, know your investment strategy and your own goal. Money is such an important part of our lives, why do we give it to someone else to handle?  Hopefully, people start asking more questions and become more in charge of their financial journey. How do you decide who you will say yes to?  If it sounds like I would listen to it or it is interesting, then I say yes.  Jamie’s ask to the listeners is, as you start to engage, subscribe to Uptick.net and start reading with us.  It’s published every Saturday morning. Resources Mentioned in this episode The Uptick LinkedIn Instagram: theupticknyc Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there’s anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today’s guest helps entrepreneurs tell economic stories that make dollars…and sense. After nearly a decade in investment banking and having worked with Goldman, Lehman, and CSFB on over $5 billion of transactions, she rode the high tech startup rollercoaster in Europe, complete with angels, venture capitalists, and the coveted exit to a publicly traded company. She […] The post OTS 243: Run an Experiment – Stephanie Sims appeared first on Robbie Samuels.

Today's guest helps entrepreneurs tell economic stories that make dollars...and sense. After nearly a decade in investment banking and having worked with Goldman, Lehman, and CSFB on over $5 billion of transactions, she rode the high tech startup rollercoaster in Europe, complete with angels, venture capitalists, and the coveted exit to a publicly traded company. She then founded Finance-Ability, which upends traditional capital raising methods by providing entrepreneurs with the knowledge, tools, and self-awareness to find the right kind of funding for their business. She  has educated and mentored hundreds of entrepreneurs across three continents and has helped her clients raise over $30 million dollars in early stage capital. She is the host of “What's Your Ask?” podcast where she talks to investors and entrepreneurs about the different ways they've asked and been asked for money, references, introductions and more. She is also the author of “Funding Your Business Without Selling Your Soul”. Please join me in welcoming Stephanie Sims. In this episode we discuss: her thoughts on leadership: “Leadership is equal parts inspiration and risks/action-taking.” how a bad decision by some students in her high school led her to organize an event for her graduating class and set her on a leadership path. her history of getting involved in school and using that as an opportunity to learn more. her initial dream of being a doctor and how a class in her summer camp saved her 10 years of her life and changed her career trajectory. her keen observation skills while choosing a path in her career. how her parents selling their business opened her eyes to launching a new business. her observations about how people pivot and jump on opportunities during the pandemic. how she encourages people to shift their mindset from “I'm going to take a risk” to “I'm going to run an experiment”. how having multiple revenue streams serves entrepreneurs. how she nurtures and sustains the outer layers of her network. Listen, subscribe and read show notes at www.OnTheSchmooze.com - episode 243.

In this episode, you will hear how Amy felt her scariest ask was how to get started in business, how to get started in manufacturing, where do you go?  It’s hard to go overseas, share your ideas and not know anyone not to mention hand over a prototype and negotiate dollars and all the major details. After stepping on loose Legos drove her over the edge, she brainstormed on how does one clean, corrale, and pick up after them without having to throw them all in buckets. Her advice to others wanting to start a business is to know your pain point and solve it.  Questions they should ask themselves include: Do you understand your audience and their price points? What problem are you solving?  To Amy, it was “What would I want?” How do you plan to get the message across to make it better?  Will they look at the product and say, “Oh my gosh, I need that!” Some people can get stuck in perfectionism when they are getting ready to launch a product, and they shouldn’t.  Learn from the mistakes you make, but get it out there.  If something goes amiss, then quickly pivot and fix it.  It’s a learning process, but it makes your product better and your brand stronger as well as reviews better. Ask for feedback, always.  Feedback is so important!  It shows the customer you are listening to them.  Customers want to feel like they are part of what you’re doing, so make it a priority and engage with them.  Make your brand feel real! Amy shares she goes through every day, week and year bumping into other problems.  She loves finding products that provide simple solutions to make her daily life better.   When just starting out, how does one get feedback, expand and get people engaged?  The strategies they used were organic growth by telling their stories.  Someone out there will relate and react.  So, start with your story, grow organically, reach out to your friends and family, and use technology to your advantage.  Not everyone “gets” or listens to feedback that is shared, but all feedback needs to be listened to as it’s all positive and all an opportunity.  It’s all information you can put in your toolbox to make it better and stronger. Feedback could indicate changes are needed in education, changing the product, whether or not it’s off-trend, etc.  Don’t look at negative feedback as a reason to throw everything out and start over rather look at it as if something needs tweaking.  For instance, you might have the right product but are in the wrong place selling it to the wrong person. It’s easy to get lost in ideas and start branching out, but you need to remind yourself to stay focused.  Your core is your core.  Sometimes you just have to say “no” as it isn’t aligned with your mission or vision.  It’s easy to get distracted. When it comes to sharing her time, Amy starts with family and friends, which lots of the groups have become.  Looks at where she can add value.  Amy’s ask of listeners: If you’re listening to this, take a look at their website and share feedback.  Would love to hear thoughts and ideas. Promo code: April40 to get a 40% discount on any of the items! Resources Mentioned in this episode www.layandgo.com Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there’s anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

Today, I’m excited to talk to Spencer Montgomery, the Founder of Uinta Crypto Consulting, a cryptocurrency training and mentoring program. He has been providing Bitcoin and cryptocurrency consulting and training for over 4 years.  Spencer has spoken to over 3000 people and has influenced over 5 million of crypto investing.  Spencer personally turned $13k into over $1.2M in 18 months back in 2017 and more impressively, sold in early 2018 protecting his earnings.  He has helped many friends and family 10x their money investing in crypto assets.  Spencer has a MBA and a B.S. in Electrical Engineering from Brigham Young University. Prior to starting his own company, Spencer was the Blockchain Evangelist for Microsoft. In This Episode Spencer shares what the offer was that he could not refuse.  Back in September he was offered to join a coaching program for $4,000.  The coaching program spoke exactly to a pain he was feeling and helped solved the problem.  Since he had invested so much into it, he dedicated lots of time and energy to get the returns. There are three things Spencer feels should be looked at when making a decision to spend money on something such as a coaching program. Books Testimonials Guarantee In order to set himself apart from the rest of the “hype” to make connections, Spencer posts twice daily on his LinkedIn account with tips, information and education.  Multiple times he hears he is a “breath of fresh air” when people are looking for something they can trust.  He feels he is that person, and he is easy to pitch to. Spencer feels that some buy out of fear of everyone else getting rich and sell because they are afraid they are going to lose money. Risk profiles are different for everyone, but he helps people conquer fear and deal with loss aversion by understanding their motivations and what their goals are. Spencer shares common myths in regard to crypto investing such as people believing the information they see or read is education and that all investing does not have to be crypto - they can start small. Condensing the opportunity and showing people what they are missing is key. Spencer shares his thoughts surrounding how crypto currency will impact the broader market, how people will do business and what the future holds or will evolve to.  In addition, how will regulations change or what controls may come into play. He feels technology has interrupted so many other industries, and they survived, so this should be no different. In addition, Spencer shares information about NFTs. Finally, Spencer wants everyone to know the risk/reward - not too many opportunities out there and just wants people to benefit from it.  But you need to learn.  If you don’t understand, you’re just gambling. Links Mentioned: www.uintacrypto.com https://www.linkedin.com/in/montgomeryspencer/ Finance-Ability Stephanie Sims Stephanie Sims LinkedIn Sponsor for this episode... Finance-Ability is a boutique consulting firm dedicated to helping business owners and startups find their best options for growth funding. Founded by financial strategist and transaction expert Stephanie Sims, Finance-Ability can help any business owner identify the right funding partners and get through fundraising as painlessly as possible. Visit their website to take their online assessment test to help you find out which kind of funding is the best fit for your business right now. They also have a ton of resources to help you understand business processes and financial decision-making that can help you start and build your own empire so be sure to check them out. Stephanie has over 20 years of experience having worked with companies like Goldman Sachs and CSFB. If there’s anyone with their heart in the right place when it comes to championing the dreams of small business owners and startup companies, Stephanie is that person. Let Finance-Ability help you get the funding you need and deserve to get your dreams soaring high towards your own brand of success.

This Episode of the Food Institute Podcast is Sponsored by BHI USA. Is private equity investment heating up in the "better-for-you" category? In this episode of The Food Institute Podcast, Vestar Capital Managing Director and Co-head of the Consumer group Winston Song talks with Food Institute CEO Brian Choi on Vestar's recent investment in Dr. Praeger's. Winston also shares insights on the "better-for-you" category, and the top investment trends shaping the food industry. Topics discussed include plant-based products, clean ingredients, baking trends, changing consumer behavior post-pandemic, and other hot topics. Hosted By: Brian Choi More About Winston Song: Prior to Vestar, Winston was a member of the Global Leveraged Finance Group at Lehman Brothers. He began his career in the Strategic Partners Group at CSFB, Credit Suisse's private equity secondary fund. Winston holds a BS in Economics-Political Science from Columbia College, Columbia University, and an MBA from the Wharton School of the University of Pennsylvania. He is also a member of the board of BRIC Arts Media, the leading presenter of free cultural programming in Brooklyn. More About Vestar Capital Partners: Vestar Capital Partners is a leading U.S. middle-market private equity firm specializing in management buyouts and growth capital investments. Vestar invests and collaborates with incumbent management teams and private owners to build long-term enterprise value, with a focus on Consumer, Business & Technology Services, and Healthcare. Since its founding in 1988, Vestar funds have invested over $7 billion in 84 companies – as well as more than 200 add-on acquisitions – with a total value of approximately $50 billion. For more information on Vestar, please visit www.vestarcapital.com. Thanks to our Sponsor: BHI Bank Hapoalim International (BHI) offers full commercial banking services that combine the personal attention and responsiveness of a prestigious boutique bank with the expertise and financial strength of a global bank. Areas of expertise include general Commercial & Industrial Lending, Sponsor Finance, Food & Beverage, Commercial Real Estate, Healthcare and High Tech. With a footprint in the largest U.S. metropolitan areas, BHI is committed to creating tailored funding solutions for long and short term needs, and providing convenient banking and liquidity products for everyday business needs. As part of the Bank Hapoalim Group, the leading financial institution in Israel with over $150B in assets and AAAA credit ratings, BHI is backed by the financial strength of a leading financial institution, giving its U.S. customers access to business financing from one of the world's most stable institutions. To learn more, please visit www.bhiusa.com. Contact Thomas Vigna, SVP and Head of Food & Beverage, via email at TVigna@bhiusa.com or phone at 201-305-7359. Contact Carl Tiu, Vice President, via email at CTiu@bhiusa.com or phone at 201-305-7363.

Join me and my guest, Stephanie Sims, as we talk about where you can get the right funding to grow your business. Stephanie is a speaker, author, podcast host, and the founder of Finance-Ability. She helps entrepreneurs find the money they need by helping them build their knowledge, tools, and self-awareness. She's going to give some useful advice on raising capital. Welcome, and enjoy!In this episode, you'll learn about:●    Knowing the right funding mechanism for your business. Angel or venture capitals are not your only options.●    How you can leverage your clients for outside funding●    What can convince early-stage investors to invest in your business?●    The change in business ideas post-COVID pandemic●    Building a database approach to investing in order for more people of different backgrounds to get access to capital●    And more! About Stephanie Sims: Stephanie has more than two decades of experience in finance, quality & IT management, and valuation of public and private entities. She began her career in real estate investment banking, working with Goldman Sachs, CSFB, and Lehman Brothers on over US$5B (book value) of transactions in the US and Europe. During her tenure, Ms. Sims was responsible for all aspects of transactions, from due diligence through closing. Beginning in 1999, Stephanie assisted Swiss start-up MicroChemical Systems (MiCS) in obtaining multiple rounds of business development capital and created financial projections and reporting processes sufficiently robust to satisfy venture capital investors. Over the next nine years, she managed the company's finances, including the development of IFRS reporting, and created reliable data and improved communication through the implementation of an enterprise resource planning (ERP) system. Stephanie was instrumental in the successful sale of MiCS to an FTSE-250 company in 2007, thanks to her extensive transaction experience. Upon returning to the US in 2009, Ms. Sims founded Rimalu Ventures, a Scottsdale, Arizona-based consulting firm for small businesses. She has assisted clients in developing or strengthening their financial tools, which has allowed them to obtain additional financing from current or new investors. Her transaction, quality management, and strategic experience have also improved the value that clients have obtained from the sales of their business. ~ You can find Stephanie Sims on: ●    LinkedIn: StephanieJSims●    Twitter: @Finance_ability●    Facebook: @Finance_ability and @WhatsYourAsk●    Instagram: @Finance_ability and @WhatsYourAskPodcast 

Fred is the Founder and Managing Partner of Lane Generational of Raymond James. Lane Generational designs and manages customized investment portfolios for the specific requirements of individuals, families, trusts, foundations and institutions. Fred was formerly Vice Chairman, Investment Banking, Raymond James & Associates. Previously, Mr. Lane was Chairman, CEO and Founder of Lane, Berry & Co. International until Lane Berry's acquisition by Raymond James in May, 2009. Prior to that, Mr. Lane was a Managing Director and Principal of Donaldson, Lufkin & Jenrette, as well as of Credit Suisse First Boston upon CSFB's acquisition of DLJ in 2000.

Volatility Review: CBOE just concluded the Risk Management Conference in Europe. They will soon introduce the CBOE S&P 500 Smile Index. At the event, they released a new study of of four CBOE strategy performance benchmark indexes designed to track the performance of positions in Russell 2000 (RUT) index options, looking at various aspects of their performance over a 15-year period spanning 2001 through 2016. Russell gives a rundown of the new products coming your way, themes overheard and the event, and more. What else happened in the market this week? Deutsche Bank debacle. Russell's Weekly Rundown: VIX Weeklys and harvesting volatility Is the Deutsche Bank issue just a reissue of Bear Stearns from 2008? Crude oil vol spiked to 45 earlier this week. Calls are finally springing back to life leading into the OPEC announcement No one wants gold premium Volatility Voicemail: Listener questions and comments Question from Mort: My question is: In terms of SKEW, how do you think about the difference in CBOE SKEW and CSFB. At it's simplest, it appears CBOE is 30 day and CSFB is 3 month measure of demand for downside protection vs upside calls. Other than the difference in time-frame, how should one think about the two as indicators of market sentiment? Comment from last week's show: What flavor would a $VIX slurpee be? @Emanuel_Wynne: Is worthless a flavor? Options #QuestionOfTheWeek: How will the election impact $VIX? Are we heading for #Trump-ocalypse or #Clint-astrophe? Share your feelings. Spike > 20 - Blame Trump Spike > 20 - Blame Clinton No impact (12-14 range) Modest Increase (15-20) Crystal Ball: Wild prognosticating Last Week: Mark L. - 11.60 Mark S./Andrew - 12.25 Russell - 13.40 This Week: Mark L. - 12.60 Mark S. - 14.50 Russell - 13.70