Podcasts about equity sales

Neste episódio, fazemos um After Market do primeiro mês de 2025 e analisamos o que levou a Bolsa a subir 5% em janeiro, após quatro meses seguidos de queda. Discutimos os setores que se destacaram, a atratividade do Brasil para investidores estrangeiros, o que esperar daqui para frente e as Top Picks do nosso time.Participam: Bernardo Veiga, SVP de Equity Sales do Itaú BBA e Matheus Marques, Estrategista de Ações do Itaú BBA.Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.Instagram:https://www.instagram.com/itauviews/Telegram:https://t.me/itauviewsYoutube:https://www.youtube.com/itauviews

No episódio final da nossa série “Onde Investir em 2025”, analisamos as perspectivas para as Bolsas brasileira e americana no próximo ano. Discutimos sobre os setores que devem se destacar, as melhores estratégias de investimento e como aproveitar o momento atual para econtrar oportunidades. Participam: Gabriel Raoni, sócio e gestor da IP Capital, e Isadora Cherman, Equity Sales do Itaú BBA. Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA. Instagram Telegram Youtube

Send us a textIn this episode we are joined by Enis Taner, a seasoned professional in the field with nearly two decades of experience. He breaks down everything we want to know about being an equities derivatives trader, from the day-to-day responsibilities of an options trader to the differences in work culture between major financial hubs like New York City and Houston.  Enis provides a comprehensive look at the career paths available in equity sales and trading.The discussion also covers the evolving landscape of equity markets, the role of market makers, and the impact of technological advancements on trading. Enis shares valuable insights into the risks and rewards of trading single stock options, the importance of understanding volatility, and the unique challenges posed by events like GameStop's historic short squeeze and the volatility in names like MicroStrategy. Whether you're a finance professional or just curious about the inner workings of the stock market, this episode is packed with valuable knowledge and expert perspectives.Enis Taner is a seasoned equities and options trader with extensive experience at premier financial institutions, including Merrill Lynch, Goldman Sachs, and Jefferies. A graduate of Brown University with a degree in Applied Mathematics and Economics, his expertise has been recognized through his contributions to CNBC where he discussed his market views on several shows including Fast Money, Halftime Report, and Closing Bell. Enis grew up in Tulsa, Oklahoma, and lives in Hoboken with his wife and two daughters.FREE LIVE Advanced Excel for IB Masterclass | December 15th at 10am ESTRegister HEREWeekly newsletter | Sign up HEREOur Investment Banking and Private Equity Foundations course is LIVE: Learn more HEREOr for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $25 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Découvrez les 3 valeurs préférées de Céline Bourban, Equity Sales chez Portzamparc : Waga Energy, ID Logistics et Séché EnvironnementHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Susan spent 16 years gaining extensive corporate and management experience at a senior level in Equity Sales, Research and Corporate Marketing in investment banks DLJ, Merrill Lynch, Morgan Stanley and Citigroup. Passionate about helping people reach their full potential, she has developed training courses, facilitated development workshops and mentored high potential individuals throughout her career. Between jobs, she travelled to France to learn French and fell in love with Carcassonne where she spent the money that she had saved to buy a studio flat in London on a house.Today, she is an experienced and professionally qualified corporate and executive coach, award-winning speaker, best-selling author and transformational trainer.She is passionate about creating sustainable peak performance and success for clients by helping them increase their confidence, energy and impact.In addition to one-to-one executive coaching and VIP strategy days, she runs a High Performing Woman program for women in business, bespoke workshops/speeches, an annual De-Stress and Assess retreat, and a series of corporate career masterclasses for clients such as Barclays Bank, Expedia, Jefferies, JP Morgan, Man Grp, Deutsche Bank and InvescoPerpetual.https://www.tedlondon.com/about.html

Nesse episódio traremos os principais insights da Itaú BBA CEO Conference e um pouco das percepção dos investidores sobre os ativos brasileiros e o cenário econômico Participam: Cláudio Delbrueck, portfólio manager na Solana Capital, e Bernardo Veiga, svp Equity Sales do Itaú BBA.

Neste episódio, conversamos com mais um gestor para entender os rumos da bolsa brasileira, que amarga uma queda aproximada de 5% mesmo em um momento de corte de juros. Falaremos sobre setores, impactos do cenário macro nos investimentos e comentaremos algumas teses. Participam: Patrick Pereira, portfolio manager da Legacy Capital, e Thais Porto, Head de Equity Sales do Itaú BBA Instagram: https://www.instagram.com/itauviews/Telegram: https://t.me/itauviewsYoutube: https://www.youtube.com/itauviews 

Midlife is hard. I've often asked myself why no one's addressing this. Society paints a picture of coasting on easy street at this point, but the reality is far from it. Today I'm speaking to Tom Morgan about his groundbreaking article "What Nobody Tells You." Tom dives deep into the unspoken struggles of this transformative phase, offering guidance to self-employed entrepreneurs on finding profound meaning with patience and trust. Tom's personal journey and the power of curiosity will leave you inspired, revealing the untapped potential within your midlife challenges.   Tom describes himself as a curiosity sherpa to billionaires. He lives in Manhattan with his wife, two children, and a rabbit called Frank. Tom Morgan is a Director at Sapient Capital. He is responsible for the firm's content. He has previously worked in Equity Sales on Wall Street at Merrill Lynch, Bank of America, and most recently as a Managing Director at Stifel. Tom holds a BA from Oxford University. His own hellish life transition has led him to insights that he thinks are applicable to life transitions and can point the way to a more meaningful life ahead.   And be sure to subscribe to The Self-Employed Life in Apple Podcasts or follow us on Spotify or wherever you listen to podcasts so you don't miss an episode.   Everything you need can all be found at jeffreyshaw.com.   Tom Morgan, thank you so much for being here! Remember, you might be in business FOR yourself but you are not in business BY yourself. Be your best self. Be proud and keep changing the world. Guest Contact – What's Important Substack “What Nobody Tells You: The Unspoken Truth About Growth” by Tom Morgan Tom Morgan on LinkedIn (in/tom-morgan-3a619372) Tom Morgan on Twitter (@tomowenmorgan) Contact Jeffrey – SelfEmployedNewsletter.com Website Books Watch my TEDx LincolnSquare video and please share!   Valuable complimentary resources to help you –   ·       The Self-Employed Business Institute- You know you're really good at what you do. You're talented, you have a skill set. The problem is you're probably in a field where there is no business education. This is common amongst self-employed people! And, there's no business education out there for us! You also know that being self-employed is unique and you need better strategies, coaching, support, and accountability. The Self-Employed Business Institute, a five-month online education is exactly what you need. Check it out! ·       Take The Self-Employed Assessment! Ever feel like you're all over the place? Or frustrated it seems like you have everything you need for your business success but it's somehow not coming together? Take this short quiz to discover the biggest hidden gap that's keeping you from having a thriving Self-Employed Ecosystem. You'll find out what part of your business needs attention and you'll also get a few laser-focused insights to help you start closing that gap. ·       Have Your Website Brand Message Reviewed! Is your website speaking the right LINGO of your ideal customers? Having reviewed hundreds of websites, I can tell you 98% of websites are not. Fill out the simple LINGO Review application and I'll take a look at your website. I'll email you a few suggestions to improve your brand message to attract more of your ideal customers. Fill out the application today and let's get your business speaking the right LINGO! Host Jeffrey Shaw is a Small Business Consultant, Brand Management Consultant, Business Coach for Entrepreneurs, Keynote Speaker, TEDx Speaker and author of LINGO and The Self Employed Life (May 2021). Supporting self-employed business owners with business and personal development strategies they need to create sustainable success.

Hear a wonderful opportunity to learn how a childhood school incident led to a near four decades successful career in the Investment industry, Investment Banking, being head-hunted to be a CEO and running companies. With that in mind, welcome to the 51st episode of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As a global Investing Matters audience, you are all in for an absolute treat because this interview is with one of the UK's most highly respected and sought after professionals and leader, Keith Hiscock the CEO of Hardman & Co. A London based multi-disciplinary financial consultancy and investment research firm, which employs highly experienced analysts and professionals with a broad range of capital markets expertise. Keith Hiscock could quite easily have had a career in Politics having attained a Master's Degree in Philosophy, Politics and Economics from the University of Oxford. As everyone knows Oxford has a huge reputation via its PPE graduates of producing UK Prime Ministers, Chancellors of the Exchequer, Government Cabinet Ministers and Politicians. He had however fixed his career ambitions firmly to working in the Investment industry. Commencing his career journey in 1979 as a graduate trainee at James Capel stockbrokers followed by Equity sales and corporate roles at Wood McKenzie, Hoare Govett, Laing & Cruickshank and Schroder Salomon (CitiBank) to 2001. Laying the foundations in the City as a shrewd client first focused professional. This led to in 2001 Keith being head-hunted for the role of CEO of Metzler Bank, Germany's oldest bank with an unbroken tradition of family ownership. Followed by in 2002 to 2009 when he firstly took the role as Head of Equity Sales at Panmure Gordon and then the same role at Evolution Securities. After which in 2009 he became a founding partner for the independent research firm Agency Partners. In late 2012 Keith was part of a group of investors that acquired Hardman & Co which he and his colleagues have since nurtured into the longest established commissioned research provider in the UK. Working with the world's biggest investment institutions, Stock Exchanges and private companies and retail investors. Please listen now to learn how Keith Hiscock CEO of Hardman & Co, successful navigated nearly four decades of the volatile investment markets. Keith shares lessons learnt from his roles within Stockbroking, Equity Sales, Corporate roles, leader and CEO to enable others to identify quality companies, he explains why it is important to work out what type of business a company is involved in, its dividend cover, free cashflow, stage of growth & more. He stresses why it is important to fully read releases/statements via the Regulatory New Service (RNS) of the companies you own, plus why the careful use of language and tone within a RNS are vital to identify. Keith shares an overview of Hardman & Co, where as CEO he leads a multi-disciplinary financial consultancy and investment research firm, which employs highly experienced analysts and professionals with a broad range of capital markets expertise. He explains how his highly skilled team, complete commissioned differentiated research on quoted and private companies, assess and gauge the appropriate price for an IPO, consultancy, confidential work, Woodford valuations, the ESG mini-industry, EIS solutions and its hugely respected and globally recognised research role. Please subscribe to this podcast on your platform of choice and follow the ⁠@InvMattPodcast⁠ on Twitter.

In 2022, the Initial Public Offering (IPO) landscape was dominated by countries in the MENA region, with the GCC raising about a quarter of all IPO funds raised worldwide during this time. What has been driving this growth and will it continue? What differentiates the region when it come to the IPO process? Listen as Fawzi Sabbagh, Director, Head of Equity Sales, MENA, HSBC together with experts in the MENA region, Colin Milton, Listing Specialist, Qatar Stock Exchange, Nayef Al Athel, Chief of Listing, Saudi Exchange, Soheib Ghizali, Manager, Business & Market Development, Abu Dhabi Securities Exchange (ADX) and Tahir Mahmood, Head of Business Development, Dubai Financial Market (DFM) and Nasdaq Dubai, share their expertise on this topic. Hosted on Acast. See acast.com/privacy for more information.

Wed, 27 Sep 2023 03:45:00 +0000 https://jungeanleger.podigee.io/1054-borsepeople-im-podcast-s8-22-thomas-schneidhofer 985b2f9c19e831e3ba061704be8d950d Thomas Schneidhofer macht Equity Sales für Institutionelle bei der Erste Group, war davor Fondsmanager für den grössten österreichischen Versicherer und irgendwie auch der erste Social Media Player am heimischen Kapitalmarkt. Es ist jene Folge, in der ich erstmals einen Spitznamen einsetze, Thomas ist einfach für alle der Schneidi. Und es ist auch jene Folge, in der ich am meisten lache, wir haben gemeinsam einiges erlebt, beide Home Bias pur, und es sind durchwegs schöne Erinnerungen: Die Sache mit den 143 gewonnenen Bierkisten samt kreativem Settlement oder dem Handelssystem für Getränke-Nachfrage bei Matthias Müller uvm., Schneidi spricht auch über den Barrique de Beurse, über gefährliche Lautsprecher und bei der Zollwache war er auch, da gibt es Anekdoten mit einem Schranken sowie mit einem Kündigungsformular. https://www.erstegroup.com/de/home Gastronom Matthias Müller erzählt von legendären Festen: https://audio-cd.at/page/podcast/4778/ About: Die Serie Börsepeople findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 8 umfasst unter dem Motto „23 Börsepeople“ wieder 23 Talks Presenter der Season 8 ist die Rosinger Group https://www.rosingerfinance.com.. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwirschenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: https://podcasts.apple.com/at/podcast/audio-cd-at-indie-podcasts-wiener-boerse-sport-musik-und-mehr/id1484919130 . 1054 full no Christian Drastil Comm.

In 2022, the Initial Public Offering (IPO) landscape was dominated by countries in the MENA region, with the GCC raising about a quarter of all IPO funds raised worldwide during this time. What has been driving this growth and will it continue? What differentiates the region when it come to the IPO process? Listen as Fawzi Sabbagh, Director, Head of Equity Sales, MENA, HSBC together with experts in the MENA region, Colin Milton, Listing Specialist, Qatar Stock Exchange, Nayef Al Athel, Chief of Listing, Saudi Exchange, Soheib Ghizali, Manager, Business & Market Development, Abu Dhabi Securities Exchange (ADX) and Tahir Mahmood, Head of Business Development, Dubai Financial Market (DFM) and Nasdaq Dubai, share their expertise on this topic. Hosted on Acast. See acast.com/privacy for more information.

I don't know any successful investors who are not curious, and I can't think of a better person to learn from about curiosity than my today's guest, an instant friend, Tom Morgan. Tom describes himself as a curiosity sherpa to billionaires. He lives in Manhattan with his wife, 2 children and a rabbit called Frank. Tom Morgan is a Director at Sapient Capital. He is responsible for the firm's content. He has previously worked in Equity Sales on Wall Street at Merrill Lynch, Bank of America and most recently as a Managing Director at Stifel. Tom loves nothing more than meeting interesting people; drop him an email or phone call – if you are intrigued by what you hear today. Tom holds a BA from Oxford University. Tom's bio doesn't give justice to what a fascinating, multi-faceted, complex individual he is, and I hope this episode will reveal a bit more of the Tom I got to meet and spend time with. I was introduced to Tom by Brendon Snow. It was one of a thousand serendipitous moments that have been happening since I launched the podcast. I was walking around Paris earlier this summer listening to Guy Spier's interview with Julie LaRoche, I shared it on Twitter. Brendan reached out and mentioned that he not only also listened to Guy Spier on his visit to Paris not long ago but also went to the same Parisian Grande Ecole I went to. Brendan Snow is the CEO of Fluent Risk Partners. Tom and I had a few long chats before the recording; we also shared a long lunch one summer day at a lovely vegan restaurant. Today, we talked about Tom's life and the journey he's been on, and it's a very inspiring story that Tom shares in a very vulnerable way. We discuss the importance of curiosity and the idea of our future selves leading us on our path. We talk about the focus in the age of perpetual distraction. Tom shares his thoughts on complexity. We also touch on the meaning crisis in today's world. I like Tom's idea of continuously being exposed to new ideas that challenge our worldview. Stay tuned until the end – Tom shares his childhood story; without giving too much away, I will tell you that we are the same age and were both at the same time and the same place, but experienced it from a very different perspective, only to compares our notes, and memories almost four decades later! If that's not serendipity, I don't know what is! https://whatsimportant.substack.com/ https://sapientcapital.com/ ---- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠⁠⁠⁠⁠⁠⁠⁠https://bogumilbaranowski.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Neste episódio, falamos sobre as perspectivas para a bolsa brasileira no 2º semestre.A ideia é entender como o índice e os diferentes setores devem se comportar e como os cenário econômicos brasileiro e internacional podem interferir nos investimentos por aqui.Thais Porto, Head de Equity Sales do Itaú BBA e Marcelo Serrano, analista de equity research do Itaú BBA, conversam com Roberto Reis, sócio e CIO da Meraki Capital.Telegram: https://t.me/itauviewsYoutube: https://www.youtube.com/c/ItaúViews

El Head de Equity Sales & Trading de Adcap Grupo Financiero y miembro del equipo de estrategia de Banza charló con Eduardo sobre el mercado de acciones en medio de la carrera electoral.

En este capítulo 361, una entrevista especial con Santiago Ruiz Guiñazú, Head de Equity Sales & Trading en Adcap

In questa nuova puntata di Finanza in Tasca conosciamo più da vicino una delle figure più emblematiche e chiacchierate del mondo della finanza: il Broker.Quanto c'è di vero nelle rappresentazioni cinematografiche che abbiamo visto negli ultimi anni e di cosa si occupa realmente il Broker?Chi sono i suoi principali interlocutori e quali principi guidano le sue scelte di trading nel complesso mondo dei mercati finanziari?Stefano Centonze, Equity Sales di Equita, ci porta alla scoperta di tutti i segreti che si nascondo dietro la figura del Broker finanziario

In this episode, our focus is 100% on the Solar PV Industry. A market that is expected to double from 2022 to 2025. What will it take to get there? And how do you invest in this revolution? These are questions that we discuss together with Pascal Rochat , the fund manager of Active Solar. Pascal is managing a pure solar PV fund that invests globally in listed companies across the whole solar PV value chain. Host: Matilda Karlsson, Equity Sales at Pareto Securities Guest: Pascal Rochat, founder and fund manager at Active Niche The information in this video should not be seen as an investment advice. Keep in mind that investments in securities always carry a risk. Historical returns are no guarantee of future returns. The money invested in securities can both increase and decrease in value and there is no guarantee that you will get back the amount invested. It is important to continuously monitor your holdings and if necessary take actions to reduce the risk of loss.   http://share.paretosec.com/download/compliance/disclaimer.pdf

Petiri Reed stops by and shares his knowledge with the DCS community!

Mon, 13 Mar 2023 04:45:00 +0000 https://jungeanleger.podigee.io/674-borsepeople-im-podcast-s5-16-klaus-della-torre 789a0e9c3fa1e1e825775d7afcb80e7f Klaus della Torre ist Head of Equity Sales and Electronic Sales Trading bei der RBI sowie doppelter Frontman: Zum einen bei der anstehenden RBI-Kapitalmarktkonferenz in Zürs, zum anderen beim ebenfalls anstehenden U4-Konzert seiner Kapitalmarktformation "Hauptsoch Gsund". Darüber sprechen wir natürlich, aber ebenso über digitale, hybride und endlich auch wieder physische Konferenzen, Lockdowns, ein Sportbuch von Klaus, das ich verreissen sollte und zum Schluss singen wir auf Fehlfarben-Basis den Börsegeschichte-Jingle "Keine Atempause, Geschichte wird gemacht, CD voran" ein. Thx, Sir. - https://www.rbinternational.com/de/raiffeisen.html - Kapitalmarktband "Hauptsoch Gsund", Charity am 23. März um 19:00 im legendären U4: https://www.eventbrite.at/e/hauptsoch-gsund-brass-it-tickets-510045238037 About: Die Serie Börsepeople findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 5 umfasst unter dem Motto „23 Börsepeople“ wieder 23 Talks Presenter der Season 5 ist die Freisinger Holding AG. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Nach den ersten drei Seasons führte Thomas Tschol und gewann dafür einen Number One Award für 2022. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: https://podcasts.apple.com/at/podcast/audio-cd-at-indie-podcasts-wiener-boerse-sport-musik-und-mehr/id1484919130 . 674 full no Christian Drastil Comm.

Casper Ruud, Erling Braut Haaland og Mats Zuccarello Aasen besøker ArcticPodden hvor Head of Equity Sales, Runar Meland, overrasker Arctic grunnlegger og sportsidiot Petter Bakken.

Está no ar o nosso podcast mensal. Com a participação de Duda Morrone, Relações com Investidores, Paolo Di Sora, CIO da RPS e Victor Cândido, Economista-chefe. Nesse episódio contamos com a participação especial de Camila Stolf, Head de Equity Sales do Santander Brasil. Este material foi produzido em 13 de Dezembro de 2022. Já segue nosso canal? Lembre-se de curtir e compartilhar o conteúdo. Bom programa!

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode twenty-six, which is with the hugely talented Philip O'Sullivan whose roles including being a former Chief Economist at Investec (Ireland) and presently as an Investor Relations professional with the Bank of Ireland. Born in Cork, by the time Philip was 18 years of age and old enough to invest in his own name, it was the tail end of the 1990s. The Dot.Com bubble had not yet burst, and the mania had everyone talking about the markets. Ireland was going through a huge period of economic growth called the Celtic Tiger, this would later morph into a credit fuelled bubble that hit Ireland harder than most other countries when the Global Financial Crisis struck. In 2000, Philip studied Finance at the University College of Cork and still to this day has meticulous records of his early investments. Some of which describes as making “rookie mistakes” with. Fortuitously, it was during his Finance degree that he did a placement for nine months in Goodbody Stockbrokers in Dublin. Then, as now, it was part of Allied Irish Bank. He worked on the Research team, and I must have excelled as they asked him to come back on a permanent basis when he graduated. At Goodbody Stockbrokers, he worked on the sell-side, alongside some really gifted Equity Analysts and Economists, to pitch his own research ideas to the Sales team and the traders. He also got opportunities to go on Investor roadshows and attend sales desk briefings with some of the top CEOs, including those Ryanair, CRH or Paddy Power (Flutter). During his seven years at Goodbody Stockbrokers from 2004 to 2011, Philip gained a vast wealth of great experience - working across Economics, Equity Research and Equity Sales. Plus, a fantastic analytics grounding in both the macro and the micro. In 2011 Philip went back to academia full-time and successfully completed a one-year MBA. Very shrewd though he did some financial journalism and blogging alongside his studies. As an accomplish write, he wrote the markets column for an Irish magazine called Business and Finance, some columns for the business section of the Irish edition of The Sunday Times. It was quality of his articles in the Sunday Times columns that landed him the job of Chief Economist at Investec Bank in Ireland from 2012 onwards. His Chief Economist role was a very broad one that encompassed; work on the Bond desk; supporting the Wealth and Investment business; presenting to Treasury clients on interest rates and exchange rates; working alongside Corporate Finance on client pitches; Equity Research; supporting the Sales Desk in its client engagement and much more. In 2019 Philip was headhunted to work in Investor Relations for The Bank of Ireland which is the biggest Bank in Ireland. Whilst the role of Investor Relations is very different to being a sell-side analyst or an Economist. It is the combination of all the skills and experiences that Philip has learned over nearly a quarter of a century, that makes him a vital individual in the continued growth of The Bank of Ireland Group with respect to its regional, national and global clients.

Fri, 29 Jul 2022 03:45:00 +0000 https://jungeanleger.podigee.io/292-borsepeople-im-podcast-s108 5aa8af16043368e8b6be77269f4e2be4 Stefan Schulmeister (nicht verwandt mit dem Ökönomen Stephan Schulmeister) ist aus meiner Sicht der Kapitalmarktteilnehmer mit der vielleicht grössten Vielfalt. Aktuell ist er Top-Manager bei Bitpanda, davor war er u.a. bei der 3 Banken Gruppe (irgendwie BA/CA), Raiffeisen, Erste, Hypo und bei den Aufgabengebieten zwischen IT-Experte, Fixed Income Fondsmanager, Equity Sales, Leiter Veranlagungen und Krypto-Experte. Er selbst sieht sich als People Promoter und im Gespräch hört man, warum. Und damit sich der Kreis für diesen Podcast schliesst: Stefan ist auch noch Vorstandsmitglied beim SKN St. Pölten. Also wenn es da nicht genug zu reden gibt … . About: Die Serie Börsepeople findet m Rahmen von http://www.christian-drastil.com/podcast statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 1 umfasst unter dem Motto „22 Börsepeople in Summer 22“ eben 22 Podcast-Talks, divers zusammengesetzt. Presenter ist die Management Factory (https://www.mf.ag ). Bewertungen bei Apple (oder auch Spotify) machen mir Freude: https://podcasts.apple.com/at/podcast/christian-drastil-wiener-börse-sport-musik-und-mehr-my-life/id1484919130 . 292 full no Christian Drastil Comm.

In this episode, Zeus' Nick Searle, Equity Sales Director, speaks to ex-hedge fund manager, Richard Howarth. Richard had a very successful career at Brewin Dolphin, Clerical Medical and Insight yet decided to retire six years ago as ‘money can't buy you time'.  Richard now lives in Switzerland skiing in the winter and climbing in the summer whilst continuing to invest in the markets.In A Different Perspective podcast, Nick Searle, Equity Sales at Zeus, speaks to interesting characters within finance and business to understand more about their personal journey and ambitions. Mixed with a healthy discussion of business, we learn about the individuals and their business, to uncover a different perspective Richard's book choices are - The Monk who sold his Ferrari by Robin Sharma and Catch 22 by Joseph Heller.This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Today's episode is a special one for many of us at Scholars of Finance as we had the opportunity to sit down with our Co-Founder, Ryan Quinlivan, to discuss the founding story of SOF. Ryan is a VP of institutional equity sales at Piper Sandler in their New York office. Beyond having a very successful early career thus far, Ryan has helped us build and grow SOF every step of the way on nights and weekends… investing a lot of time in our team, students, and community to help us achieve our mission of inspiring character and integrity in the finance leaders of tomorrow. Ross and Ryan start with how they both met and got involved in finance, and ultimately, how they started Scholars of Finance. We dive into our vision for finance and SOF as well. Ryan is an amazing person, leader, and deeply knowledgeable about markets - so we can't wait for you to listen to this episode. A special thank you to all of our students who submitted questions for today's interview.

Nesse episódio falaremos sobre o bom momento do setor de tecnologia na bolsa, perspectivas para investimentos no setor, cenário para startups e empreendedorismo.Participam: Enrico Trotta, Analista de Tecnologia do Itaú BBA, Julia de Luca, Equity Sales no Itaú BBA, Dennis Wang, Sócio da Igah Ventures.Moderação: Marcelo Serrano, Equity Research PF no Itaú BBA.Acompanhe nossos conteúdos mais de perto e faça parte do nosso telegram:https://t.me/itauviews

No episódio de hoje falaremos sobre a repercussão da oferta do primeiro ETF de criptomoedas da bolsa brasileira, como os investidores têm se aproximado desses ativos e quais as projeções para esse mercado.Participam: Marcelo Sampaio, CEO da Hashdex, e Julia de Luca, Especialista Tech na área de Equity Sales do Itaú BBA.Moderação: Marcelo Serrano

Farah Foustok is the Chief Executive Officer of Lazard Gulf Ltd. based in Dubai. She began working in the investment field in 1994. Prior to joining Lazard in 2014, she was Chief Executive Officer and Chief Investment Officer of ING Investment Management Middle East from 2008. Previously, she was the Head of Asset Management at NBD Investment Bank. Farah was a senior fund manager at EFG-Hermes prior to NBD IB, responsible for managing GCC and MENA funds and portfolios. Farah spent five years at Deutsche Bank in London, in Equity Strategy. She has also worked at Morgan Stanley within Equity Sales, followed by three years in commercial real estate advisory in Europe. Farah also has Private Equity exposure through a private venture in Argentina and an internet start-up in the UK. In 2012 Farah was elected as the chairperson of the board for the UAE Financial Services Association. In 2013, Farah co-founded the first non-profit female mentoring program in the DIFC, Dubai; Reach. In 2015 Farah co-founded and chaired the Steering Committee for the MENA chapter of the 30% club to develop & promote female leadership in the region. In 2019, Farah was awarded International Investment Woman of the Year by Women in Investment Awards, London. Farah is a finance leaders fellow of the Aspen Institute. In January 2020, Farah launched TARA, speed mentoring NGO platform to connect the Education sector to the Corporate world and develop future female leaders. Farah holds an MBA from Imperial College London and a BSc Hons in Mathematics from King’s College, London. https://poweroftara.net/

Tim Arthurs is a Partner and Head of Equity Sales at Seaport Global, which is a full-service investment bank, capital markets advisory and research platform based in New York and London with offices across the US and in Europe. Tim has 20 years Institutional Equities & Capital Markets Experience. He's been instrumental in building successful distribution and research product platforms over career within equities markets, not only as a top producer but takes an entrepreneurial approach. He has an extensive distribution network with hundreds of corporate public management teams and institutional investors.    He became a partner at 28 (Global Hunter Securities, now Seaport Global) moved his family to Chicago in at age 30 from Southern CA to start the Chicago office and has significantly grew the company's presence since then. Tim has hosted 25 + investor conferences in Chicago bringing thousands of CEO's and CFO's of public companies from all over the United States - ranging from $200 million to $200B billion to meet with Institutional Investors. Watch on YouTube: https://youtu.be/9OZGGk4pxuM Introduction music by: LAKEY INSPIRED - Chill Day LAKEY INSPIRED - Chill Day  Download→ https://soundcloud.com/lakeyinspired/chill-day

Tokio Takai (St. Marys International School 2017) Bowdoin College Student Tokio Takai graduated from St. Mary's in 2017 as a 12-year veteran and currently studies Government & Legal Studies at Bowdoin College, where he is expected to graduate in May of 2021. Upon graduation, Tokio will return to Goldman Sachs as an Analyst in their Merchant Banking Division in Tokyo, where he interned over the past summer. Prior to joining Goldman Sachs, Tokio had worked both on the sell & buy-side. Tokio most recently worked at Jefferies (2020-2021) as a part-time Equity Research Associate covering TMT. He also sat on Jefferies' Equity Sales desk as a Summer Analyst in 2019. At SOSV, Tokio was involved in Venture Capital, investing in and growing tech startups throughout Asia amid the COVID-19 pandemic. CLSA introduced Tokio to the world of finance, where he worked in the Equity Research department covering Financials. Prior to working in finance, Tokio founded a food-tech startup and had held various internship positions at Safdie Architects (most recently known for their development of the Marina Bay Sands and Jewel Changi Airport), Trip.com, and Keidanren (US-Japan Business Council). Up until college, Tokio alpine ski raced competitively, eventually representing Japan at the international level. During the summers, Tokio would ski race in New Zealand where he trained with the local Kiwi team. Tokio has been skiing since the age of 2 and continues to ski to this day. At St. Mary's, Tokio was part of the Cross Country, Soccer, and Buccaneer Swim teams. He also sang for the Varsity Ensemble directed by Randy and Rachel Stenson. Tokio was born and raised in Tokyo, Japan and is native in both English and Japanese. TIMESTAMP 0:53​ - Introduction 2:44​ - Introduction continued 3:35​ - How COVID19 has affected current college students 5:58​ - St. Marys Alumni Network 9:45​ - The tech startup attempt 12:33​ - "Why finance?", and what type of interview questions to expect in the world of finance 19:37​ - Utilizing Japanese at a foreign firm in Japan 24:08​ - Should international school students attend brand name large schools (UCLA, NYU, Harvard, Yale) or small liberal art schools (Harvey Mudd, Bowdoin, Amherst, Swathmore)? 32:58​ - Was Malcolm Gladwell correct when he asserted that food at Bowdoin College is terrible? 34:45​ - Alpine skiing 38:20​ - Best memory of St. Marys 40:13​ - What is to come in the next few decades

Nicole Cogan is the Founder of Nobread.com, a popular food and wellness blog, Angel Investor, and a TV Host. After discovering her gluten allergy in 2009 and her later Celiac Disease diagnosis, Nicole took it upon herself to change the way restaurants catered to customers with gluten allergies and other dietary restrictions by outlining their gluten-free options and accommodations. Her NOBREAD dining guides began in New York City where she was living at the time, and have since expanded to Los Angeles, San Francisco, Boston, Chicago, DC, and London. NOBREAD today focuses on the best gluten-free products and recipes, health & wellness tips, travel hacks, and all other components of the NOBREAD life. Nicole’s motto of “just because your life has to be affected, doesn’t mean your lifestyle has to be,” resonates with her 200,000+ followers on Instagram! NOBREAD has been featured in the Wall Street Journal, Buzzfeed, Tasting Table, Well + Good, and several other publications. Before her successful career in food and media, Nicole worked in Equity Sales at J.P. Morgan and graduated Magna Cum Laude from Cornell University. Her current hosting responsibilities include CBS’s This is LA, and appearances on The Dr. Oz Show and NBC’s New York Live. Nicole now resides in Los Angeles and can be found near the beach, in a cafe, or tasting a gluten-free, dairy-free treat from one of LA’s many GF bakeries! TIME MARKS: 00:32 | Nicole’s Intro 2:46 | Interview begins 21:27 | Organifi Greens 24:25 | Episode resumes EPISODE MENTIONS: This episode is sponsored by Organifi. Check out their website: organifi.com and use code GOODVIBES for 15% off any products you would like! CONNECT: JOIN THE WEEKLY LIVE PODCAST SESSIONS here - @ayeshasehra Every Friday at 9am PST/12pm EST we bring all the vibes for Coffee & A Good Vibe LIVE. New inspiring GUESTS weekly so come be a part of all the high vibes and inspiration to kick off your day on the most abundant note! Xx YOUTUBE ➟ Watch & subscribe to our channel here ➟ Coffee & A Good Vibe Video Interviews To learn about my Branding & PR Agency Grow The Social ➟ click HERE To connect with Ayesha Sehra ➟ click HERE To connect with Todays Guest click HERE ____________________________________________________________________________________ Audio Edited/Mixed by: @ben_smith_ Follow CAGV on Spotify Subscribe on iTunes

About Melissa Gonzalez:LinkedIn:  linkedin.com/in/melissagonzalezlionesqueWebsites:lionesquegroup.com  (Company Website) melissagonzalez.com  (Personal Website)Email: mg@lionesquegroup.comTwitter:MelsStylesLionesqueGroupBio: Melissa Gonzalez is a successful American entrepreneur, author and founder of The Lionesque Group, an award-winning creative strategy firm, and Clark, an interactive platform which empowers consumers to connect with digital and physical brand experiences. She draws on her success as a former Wall Street Executive, advising high-level entrepreneurs on how to grow their businesses by leading with innovation and creativity.Additionally, she shares her unique business insights in inspirational keynotes leaving audiences enlightened and energized.Building bespoke brand experiences, Melissa advises businesses on how to build custom brand experiences, converting customers to clients and creating a better brand experience for their target audience. Based on her career as a creative strategist, entrepreneur and CEO, Melissa knows the nuances of building a successful business and growing it.According to Melissa, a better brand begins with strategy. She helps businesses tell their most compelling stories through immersive experiences that both engage and elevate their brands and customers. Melissa is an award-winning innovator and a seasoned visionary. In 2016, she was awarded Design:Retail’s 40 under 40, an award for the retail design industry’s top young professionals and up-and-coming future leaders. In addition, she was awarded the Innovator of the Year for pop-up retail experiences by Retail Touchpoints in 2015. Finally, she was honored with the CLIO Image Award for experiential engagement in 2014, and she was a finalist for the New York Design Award for marketing and branded experiences.In 2019, The Lionesque Group was one of the finalists in One Show Awards for Experiential Design and Indoor Spaces. Additionally, it was shortlisted in The Glossy Awards for Best Pop-Up/New Concept Store in 2018. The Lionesque Group is a firm consisting of award-winning retail strategists and pop up architects™ who have produced and strategized over 150 brick-and-motar experiences in the United States’ larger cities since 2009. Clark is an interactive platform that empowers customers to connect their in-store and online shopping experiences using digital wireless personal shopping keys. Clark creates seamless shopping by making it possible for customers to review and purchase products they discovered in-store. Melissa Gonzalez has worked with major brands and clients counting Amazon, Estee Lauder, YUM brands, COTY, Intel and others such as property groups, including Steiner & Associates and GGP Properties (now Brookfield).Episode Intro:Back in the early 2000s the world of digital online shopping was beginning to emerge and the.com craze was all around us. Retailers were exploring new avenues into connecting with their customers including online shopping, outlet stores and looking to merge the world of digital and physical retailing. New formats like pop-up shops were emerging into the market and I remember fashion designers like Isaac Mizrahi, who had a connection with Target, created one of the first pop-up stores in the Hamptons that set this idea on a path that continues to grow today as a viable way to bring clients new experiences. Pop shops are great because they allow for experimentation, exploring new formats and creating great marketing buzz, they are emotionally connected to FOMO  - the Fear Of Missing Out, and shown to increase both in store and online sales, and more than ever they’re short lifespan seems to perfectly aligned with an emerging market of consumers for whom ephemeral experiences seem to be part of their every day expectations about connecting to Brands.While all this was going on in 2009 a Wall Street executive decides to take on some more creative endeavors and launch a company that focuses on the development of pop-up shops. Melissa Gonzalez describes his departure from her role as the Vice President of Equity Sales at Merriman Capital as “a good accident.” Didn’t that has allowed her to grow an extremely successful company working with multiple international high-powered brands creating experience moments to engage guests.Melissa Gonzalez, is now the founder and CEO of the Lion’esque Group an award-winning creative strategy firm, and Clark, an interactive platform which empowers consumers to connect with digital and physical brand experiences. She is also a successful author and public speaker.Melissa has won a number of awards including Design:Retail’s 40 under 40 in 2016. In addition, she was awarded the Innovator of the Year for pop-up retail experiences by Retail Touchpoints in 2015. Finally, she was honored with the CLIO Image Award for experiential engagement and she was a finalist for the New York Design Award for marketing and branded experiences.Speaking on topics such as the future of retail strategy and living in a phygital world, she presents the latest trends impacting the future and thought-provoking ideas on how to integrate the digital landscape with physical improvements. She is looking at today’s consumers and how they affect the market. About David Kepron:linkedin.com/in/david-kepron-9a1582bWebsites:retail-r-evolution.com  (Company Website)vmsd.com/taxonomy/term/8645  (Blog)Email:david.kepron@retail-r-evolution.comTwitter:DavidKepron

Entrevistas con José Baeza, head of Equity Sales, en Santander Corredores de Bolsa, y con Marco Correa, economista jefe de BICE inversiones.

Entrevistas con José Baeza, head of Equity Sales, en Santander Corredores de Bolsa, y con Marco Correa, economista jefe de BICE inversiones.

Entrevistas a José Baeza, head of Equity Sales, en Santander Corredores de Bolsa, y a Carlos Romero, Gerente de Transformación Organizacional de OLIVIA, sobre un estudio regional enfocado en proyecciones económicas y transformación digital a líderes de grandes empresas en medio de la pandemia.

Entrevistas a José Baeza, head of Equity Sales, en Santander Corredores de Bolsa, y a Carlos Romero, Gerente de Transformación Organizacional de OLIVIA, sobre un estudio regional enfocado en proyecciones económicas y transformación digital a líderes de grandes empresas en medio de la pandemia.

Entrevistas a José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, y a Marco Correa, economista jefe de BICE inversiones, sobre el panorama para nuestra bolsa y nuestro país.

Entrevistas a José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, y a Marco Correa, economista jefe de BICE inversiones, sobre el panorama para nuestra bolsa y nuestro país.

Hablamos con José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, y con Sebastián Senzacqua, gerente de Economía y Estrategia en BICE Inversiones, sobre el fuerte optimismo del mercado respecto a la vacuna de Pfizer y las perspectivas de recuperación.

Lorenzo Gazmuri, presidente de Icare y Vicepresidente Ejecutivo de Empresas Copec, habló sobre la economía, la recuperación y las prioridades de cara a 2021.José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, analizó el mercado.

Lorenzo Gazmuri, presidente de Icare y Vicepresidente Ejecutivo de Empresas Copec, habló sobre la economía, la recuperación y las prioridades de cara a 2021.José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, analizó el mercado.

Hablamos con José Baeza, Head of Equity Sales, de Santander Corredores de Bolsa, y con Sebastián Senzacqua, gerente de Economía y Estrategia en BICE Inversiones, sobre el fuerte optimismo del mercado respecto a la vacuna de Pfizer y las perspectivas de recuperación.

O episódio de hoje comenta o forte movimento de ofertas de ações nesse ano tão desafiador. Marcos Assumpção, Estrategista-chefe e Head do Research do Itaú BBA e Isabela Gomes, Analista de Equity Sales na Corretora do Itaú BBA, falam sobre o perfil dos investidores nas ofertas, setores mais destacados, projeções para o Ibovespa e Carteira Recomendada. Moderação: Marcelo Serrano

BTC $ 11'100 Today's guests on the show are @Johnkvallis - fellow #Bitcoin podcaster and @edstromandrew author of the book Why Buy Bitcoin - A Legacy Finance Roundtable Discussion! Join us as we discuss our past careers in the legacy finance system, how we found ourselves in that arena, what happened in the early days and how or why we extricated ourselves! Our adventures might help you get an insiders view on what goes on behind the closed doors of FX Brokerage, M&A, Equity Sales and "Wealth Management". Get a look inside Goldman Sachs as Andy winds back his way back machine and talks us through a day in the life of a young buck figuring out how Goldman play up to 4 sides of every deal to squeeze their 'clients' dry! Listen to John describe how he turned up for work in the ivory towers in the cheapest, nastiest suit and tie money could buy. Then learn how he quit on a whim and consider what might have been if he wasn't face to face with his boss that morning. Learn how now not to drive a Bentley through the back streets of London and what it was like to be a complete and total Gopher for 3 years earning my stripes as an FX Broker. Huge thanks to @Coinfloor - @obi - @Adamwoodhams1 for supporting the show and helping me with this personal transition to 'Podcaster.' Massive thanks to @JohnkVallis - Your podcast is fire man, you are a huge inspiration to myself and many others, keep doing what you are doing! Massive thanks to @Edstromandrew who took a punt on me very early and came on the show to discuss his excellent book. If you haven't read it, make sure you check it out. Thanks for the work brother and for protecting your clients best interests, if only there were more out there like you! Lastly - Go #stacksats people! www.coinfloor.co.uk/bitten www.swanbitcoin.com/ oncebitten Seriously, let's go! Full List Of Shills And Menchs: www.coinfloor.co.uk/bitten - @Coinfloor www.swanbitcoin.com/ oncebitten @Edstromandrew - http://www.andyedstrom.com/ @Johnkvallis - https://anchor.fm/john-vallis/ @Swanbitcoin @coryklippsten @SKWP @Citizenbitcoin @TheCryptoconomy @knutsvanholm @saifedean @BVBTC @Hodlerthanthou @PeterMcCormack @stephanlivera @APompliano

On this episode we discuss using technology to improve hotel operations with Alex Shashou, Co-Founder and President of ALICE.  ALICE is a hotel technology platform that connects your entire team for task management, communication, and operational analytics. It ensures every department is working on a common platform in order to meet or exceed the expectations of guests and management. With all of the changes in the hospitality industry today, having the right tools at your disposal is more important than ever. Hotel tech services in Operations is one of those items that tends to get “VEed” away but you could be missing a huge opportunity to strengthen your team, tighten service delivery and save money while contending with lower revenue and fewer team members available to work.  Alex sheds light on the state of the hospitality industry and shares a wealth of available resources to help hospitality professionals develop new skills through the pandemic.  On this episode we discuss:  Alex's perspective on current conditions (6:00)  How hotels can contend with operating on smaller teams (10:58)  ALICE's focus on educating industry professionals (13:14)  What we can learn from the assumptions that were made in the industry about COVID-19 (17:10)  The technology tools and services (like SMS) that can be leveraged and why hotels should embrace them (26:16)  About Alex  Alex is the Co-Founder and President of ALICE. Since founding ALICE in 2013, the startup has become one of the fastest-growing companies in hospitality technology. ALICE has raised a total of $39M, built a team of over 150 employees, and grown a global customer base of 2,500+ hotels. As President, Alex runs the company's brand, culture, and Customer Success team. In 2019, ALICE was awarded Best Place to Work by Hotel Tech Report and was named to Inc.'s Best Workplaces list - a testament to ALICE's commitment to its people and its mission-driven culture. This year, ALICE also won Best Concierge Software, Best Preventative Maintenance Software, Best Guest App, and was named a Top Staff Task Management & Collaboration Platform in the Hotel Tech Awards.  Born and raised in London, Alex grew up in the hospitality industry, with his family operating the Malmaison and Hotel Du Vin hotel brands. He's become a sought-after hospitality thought leader, speaking on technology and innovation in hospitality at conferences around the world. In 2016, Alex was awarded the HFTP President's Award, which recognizes a person who has made a significant contribution to the hospitality industry and in 2018, the Hotel Experience Next Generation Leader Award. Alex received his bachelor's degree from the University of Pennsylvania, Wharton School of Business. After graduation, he began his career with Goldman Sachs in the Equity Sales division in New York before leaving to start ALICE.  You can get in touch with Alex through LinkedIn or email him at alex.shashou@aliceplatform.com  ALICE Links  ALICE website  ALICE: Free eBook: Post COVID-19 Hotel Operations ALICE: Free Operations Checklists LinkedIn Facebook Twitter HTNG: Hotel Technology Next Generation

A esteira do crescente interesse dos investidores por temas ligados à alocação internacional, vamos comentar o bom desempenho das empresas brasileiras listadas em NY. No episódio, falaremos também sobre as vantagens e desvantagens da listagem no exterior, quais são os setores mais presentes e passaremos nosso “call” para bolsa brasileira. Convidados: Marcos Assumpção, estrategista-chefe e head do research do Itaú BBA, e Isabela Gomes, analista de Equity Sales do Itaú BBAModeração: Marcelo Serrano.

Will Nutting introduces US companies to UK investors as Managing Director of Equity Sales for Stifel Nicolaus Ltd. His enthusiasm for growth stocks is infectious, and I want to get a sense for how global investors perceive what’s happening here at home. Will is a former British Army officer and a wonderful friend.

Today I talk with Laura Frattaroli who is an amazing lawyer. We talk about her journey to America, the current justice system and Love Actually. Give it a listen. Currently serving as Vice President in Compliance for Deutsche Bank’s Wealth Management. Previously served as Vice President in Compliance for Deutsche Bank’s Equity Sales and Trading Business. Prior to DB, served as Senior Vice President of Legal & Compliance at a Fintech Broker-Dealer in midtown Manhattan called Capital Integration Systems, LLC. Currently, active member of Women on Wall Street (WOWs) and the Young Leaders Council of New York’s United Way. Holds a B.A. from Boston University and a J.D. from Northeastern University School of Law. Currently, lives in lower Manhattan with her husband and two dogs.

EAT+WELL: We Get to Know gluten free guru Nicole Cogan from the popular blog No Bread. We enjoyed talking with Nicole, a TV host and the queen of gluten free. She’s the founder and creator of Nobread.com, a popular food and lifestyle blog specializing in gluten-free living. NOBREAD has been featured in the Wall Street Journal, Buzzfeed, Tasting Table, Well + Good, and several other publications. Before her successful career in food and media, Nicole worked in Equity Sales at J.P. Morgan and graduated Magna Cum Laude from Cornell University. Her current hosting responsibilities include CBS’s This is LA, and appearances on The Dr. Oz Show and NBC’s New York Live. In this interview, Nicole tells all about her health struggles and eventual celiac diagnosis, working on Wall Street, and her decision to leave it all for her greatest passion. Her positivity and ambition is contagious. Her goal is to help others see that a restrictive or gluten-free diet doesn’t mean a depressing deprived life but instead, delicious wholesome meals and international travel without sacrificing your health. Nicole’s blog is a tremendous resource for anyone going gluten-free. She provides some fabulous gluten-free city guides and an E-Book for a 7-day reset to name a few. Tune in to hear her story and all she’s up to in the gluten-free world. Visit wegettoknow.com to explore original and guest related content and to learn more about our podcasts and guests. This episode is brought to you in partnership with Dr. C Vitamins. Use our code WEGETTOKNOW to save 30% off your order of their pharmaceutical grade and medically endorsed vitamins. Dr C Vitamins are the highest quality and are tested for potency and purity that ensure their quality. www.drccares.com

Ashraf Bava is currently the Chief Executive at Nael Capital (Pvt.) Limited and a Director at the Institute of Capital Market in Pakistan. Also, he is the current President of the CFA Society in Pakistan, and a Securities and Exchange Commission of Pakistan (SECP) nominated director.   Ashraf Bava holds both MBA and CFA degrees and started his career as Chief Security Officer (CSO) at Mobilink in 1995. He joined Elixir Securities in Equity Sales, was promoted to the position of Head of Sales in 2004, and eventually became CEO in November 2005. He joined Nael Capital in 2009. During his career, he was also a consultant at the World Bank Group In this episode, Ashraf shares his painful stock equities investment story because of his overconfidence and improper portfolio approach.   "Whatever you invest in, whether it is a stock trade or real estate whatever, just study, read. You have to read. You cannot go blindly into anything without any research."  -Ashraf Bava    What do you want to hear from the My Worst Investment Ever Podcast?   Tell us here!    Resources: My Worst Investment Ever Book myworstinvestmentever.com Topics Covered: 00:42 – Ashraf’s professional and investment background 02:06 – Ashraf describes his level of investing experience 02:54 – Ashraf describes the circumstances that led him to invest in Attock Refinery Ltd. 03:30 – Ashraf's overconfidence which made him overlook the risk factors of his trades 03:50 – Investing 80% of his portfolio in one particular stock 04:27 – Attock Refinery stock’s performance when Ashraf entered 05:49 – Volatility of his stock pick and how wiped up his profits from his 2 years of stock market trading 09:55 – Ashraf’s Takeaways from his investment experience 11:39 – Andrew summarizes the critical learning point from Ashraf’s experience 15:14 – Ashraf’s actionable advice to help listeners protect their investment: Read and consider investing long-term. Main Takeaways: Lesson 1: It is important to have a proper portfolio approach. Your portfolio should meet your future capital requirements and give you peace of mind while doing so. Lesson 2: Make investment research before investing in any venture. Read reports about the particular industry you are investing in for example about the international oil prices and what the stocks broker is telling that particular stock. Lesson 3: Get insights into the particular investment that you are making. It is important to stay cool, calm and collected when trading. Lesson 4: Always cut your losses short. Cutting losses quickly prevent you from suffering a devastating fall that's too steep to recover from.   You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   Connect with Ashraf Bava: Linkedin Facebook   Connect with Andrew Stotz: astotz.com Linkedin Facebook Instagram Twitter Youtube My Worst Investment Ever Podcast