Podcasts about financial analysts

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Best podcasts about financial analysts

Latest podcast episodes about financial analysts

New Age Guild Radio | Spirit Talk Radio
Spirit Talk Radio! Live Readings with Dr. Angel Thacker

New Age Guild Radio | Spirit Talk Radio

Play Episode Listen Later Dec 3, 2022 70:00


Welcome to Spirit Talk with your host Angel Thacker, The Joyous Life Coach.  Spirit Talk Radio features guest readers, practitioners, and personalities from the community. To answer questions, give insight and so much more. Today's guest: Dr. Angel Thacker Angel is a Medium, Intuitive Life Coach, Business Strategist, Financial Analyst, Consultant, Singer, and Dancer.  Her gifts include connecting to Spirit and the angelic realm, bringing clarity, connection, and focus to her clients.  Connect with Angel on the web at www.angelthacker.com Call in to ask questions:  760-888-5700.  Enjoy our programming, please click and follow our show, and visit us on the web!   We welcome donations to help cover production costs and to keep our channel streaming at: https://www.angelthacker.com/podcast ***Please review and follow the below program policies if you are able to connect for a reading today.*** We have a short amount of time.  All callers are limited to 1 question and we will be managing readings to no more than 3-4 minutes.  If you go past the allotted time and do not end when asked your call will be dropped.No general messages, please.  Have your specific question ready for the reader.  Turn your radio down in the background to minimize interferenceThere are many ways to connect with and hear the radio program.  To manage the switchboard participation, when your message is complete you will be disconnected to make room in the switchboard.  Please do not dial back into the program, we ask that you access the program over the internet.

Real Work From Home Jobs With Thressa
$960-$1040 Per Week! Junior Financial Analyst to Work From Home!

Real Work From Home Jobs With Thressa

Play Episode Listen Later Dec 1, 2022 4:28


In this podcast today, I will discuss the company Computer Share! Listen to the podcast for details! --- Support this podcast: https://anchor.fm/thressa-sweat/support

The Treasury Career Corner
Implementing Treasury Roadmaps with Séverine Le Blévennec

The Treasury Career Corner

Play Episode Listen Later Nov 29, 2022 30:07


Being clear about your goals and projections is essential to being a successful treasury leader. That's why our latest guest implements roadmaps to define her plans and be clear on what she requires from her team. Séverine Le Blévennec, Global Head of Treasury at Aliaxis, joins this episode of The Treasury Career Corner. This is her second appearance on the show and Séverine has changed roles since her last episode. Here, she talks about her new position, the impacts of COVID on the industry and the importance of technology and data within treasury. Plus, she explains her treasury roadmap in detail. Séverine joined Aliaxis as Global Head of Treasury in June 2021. Prior to this role, she worked at Honeywell EMEA Treasury for 15 years in a number of roles such as Director and Senior Director of EMEA Treasury. During this time, she built her expertise in a number of fields such as cash management, cash investments, EU regulations compliance and lobbying as well as transformation and digitisation. Before she joined Honeywell, Séverine spent 7 years at GMAC European Treasury Centre where she was involved in all aspects of liability management: capital market programs, credit lines negotiation and documentation, securitisation transactions and innovative secured credit lines set up. The stellar work she's done hasn't gone unrecognised as Séverine's been honoured by numerous international awards in the fields of cash and liquidity management, innovation and technology or treasury strategy. She's also a recognised voice of the industry and an acknowledged speaker in the fields of treasury regulations and innovation. Séverine holds a bachelor's degree in Business and Finance (ICHEC), an EFFAS certification (European Federation of Financial Analysts) and is Six Sigma Green Belt. On the podcast we discussed… The role technology plays in treasury Séverine's new role since her last appearance How the world of treasury has changed since COVID Raising difficult questions Why care and respect is crucial in treasury Data within treasury Listen to the previous episode with Séverine here. You can connect with Séverine Le Blévennec on LinkedIn.Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here! If you're interested in learning more about the fundamental pillars of treasury, download my free Corporate Treasury eBook by clicking here!

Making The Leap - In Business and In Life
EPISODE 189: Prepping for Tax Time with Jenni Laarman

Making The Leap - In Business and In Life

Play Episode Listen Later Nov 29, 2022 29:50


EPISODE 189: Prepping for Tax Time with Jenni Laarman Today we are talking with Jenni Laarman, “aka Not Your Average Bookkeeping Coach”. Jenni earned her MBA and spent a little over a decade as a public accountant/financial analyst helping large and small businesses understand their numbers. After leaving the corporate world she hopped on the entrepreneur roller coaster. From direct sales (3 different companies) to writing a book, and dabbling in blogging. Jenni has finally settled into her true passion - embracing the numbers nerd she is. She is now the person small business owners turn to when they want to simplify their bookkeeping and understand their numbers to hit business goals without stress and headaches. Today Jenni is going to help us know what we need when it comes to your business and bookkeeping.  Let's get started! In today's episode, we talk about: As a Direct Seller it's important to keep track of all the numbers.  If not when you get to the end of the year, you won't remember what happened in January and you won't be able to accurately report what you made and spent. What should you be tracking? Your commission Anything necessary, needed, or exclusively used for your business. Expenses used every month (website, newsletter, etc) When do you have to report your profit? At $600 most companies give you a 1099. However, you are considered self-employed and $400 is the minimum that needs to be reported per the IRS.  During your first year you may file “a loss”, due to all the expenses. Not fun to think about but that does benefit you from a tax perspective.  From year one start reporting it. Bonus trips - Do you report these? It depends on the type of trip.  Is it all fun (trip for pleasure) or will you be attending seminars while on the trip? What is profit? Look at what you earn in commission ($500). Look at expenses ($100) $400 in profit ($500-$100= $400) Profit margin, take your profit and divide it by your commission  ($400/$500=.8 (80% profit margin, 80% of the commission you are earning is going into your pocket) It's so important to keep track of your numbers. Wealth and Worth Members get a Wealth Tracker which is a great tool! (www.rachelaperry.com/wealth) What can people do now to get ready for tax season? Figure out what your income is? Determine your Business Expenses? Jenni has a Tax Prep Workshop - 20 minutes with a workbook.  Totally FREE! At the end you will have everything in place to file your taxes The sooner the better.  Don't keep pushing it off.  When Tax season comes you will be ready to go! What would you say to someone ready to start their own business? You need to find a business coach who has been there and done that. Don't waste your time and energy on things they've already been through. Use this as a business expense!   Links: Rachel's Instagram Rachel's Facebook Rachel's Website Your Best Year Yet Workshop FREE Tax Workshop with Jenni Jenni's Instagram

More To Life: Real Estate Investing Podcast
Building a Strong Investor Mindset for the GTA with Sahil Jaggi

More To Life: Real Estate Investing Podcast

Play Episode Listen Later Nov 22, 2022 40:36


Our guest today is Sahil Jaggi Sahil is a former Financial Analyst at CIBC World Markets Equity Capital Markets, and worked his way through Wall Street and into Toronto Real Estate. He started his real estate journey in 2010 with $80,000, and in a decade, has built a personal portfolio over $30 million consistently beating the market by 14% on his properties in Toronto & the GTA. Sahil has been featured in key real estate magazines including the Globe and Mail, Canadian Real Estate Wealth Magazine, Real Estate Magazine (REM), etc. He is a frequent guest lecturer at the Schulich School of Business & Ted Rogers School of Management addressing students on current trends in the Real Estate sector and entrepreneurship. In addition, he volunteers his time teaching and providing mentorship programs to fresh graduates. Listen to the episode to learn more about the following topics... How have you been able to grow your portfolio at a higher rate than the industry averages? What are your favourite strategies to invest in Real Estate? How do you select your Joint Venture Partners, and are there specific characteristics that you look for before investing with them? Tell us more about your successes in focusing on your own health in the past year or so? and much more!

Inside with Brett Hawke
#286 Matthew Broussard from Rice University Swim Team Manager to touring with Bert Kreischer

Inside with Brett Hawke

Play Episode Listen Later Nov 21, 2022 49:36


Matthew Broussard is a 3x Team Manager for the women's swim team at Rice University. After graduating college, Matthew spent most of his time ferociously writing jokes while moonlighting as a Financial Analyst. Today, Matthew is a stand-up comedian opening up for the likes of Bert Kreischer. He's also a burgeoning actor, most recently seen in Amazon's smash hit, "The Marvelous Mrs. Maisel". Matthew's long time girlfriend is Laura Sogar, retired World Champion medalist in the 200 Breaststroke. See Matthew live - check out his tour dates here. 00:00 Bratter PA, Immigration Law 00:30 Meeting Anders Holm 02:00 How'd you get into swimming? 03:00 Managed Rice's women's swim team 04:15 First triathlon 04:45 I did 6 AM's! 05:30 Laura Sogar 07:26 How'd you get into comedy? 11:30 Being a mentor & a boyfriend 13:20 Who mentored you? 13:45 Swimtraxx 14:31 Most mentally tough set you ever did 17:20 With comedy there is no clock 18:18 The comedy crowd 20:22 Intelligent comedian 22:45 How do you grow? 25:40 Next phase? 26:26 Most uncomfortable phase? 29:00 Bert Kreischer 33:30 Heart in a Cage 35:00 Swim Comedy Duo 35:22 Acting 36:27 Beine Wellness Genetic Testing 37:15 Swim Angelfish 37:50 Brett's Gatorade commercial 38:45 Sitcom dream 39:40 Understanding excellence 41:28 Talent 42:45 Backstage before going on 46:15 Knocked it out of the park 48:45 Follow Monday Punday 49:14 Vasa Trainer Our Sponsors: BRATTER PA IMMIGRATION LAW: Exclusive immigration representation of athletes, entrepreneurs, artists, investors, and entertainers. SWIM ANGELFISH: Receive the tools and skills needed to teach swimmers with autism, physical disabilities, anxiety, sensory and motor conditions with Swim Angelfish, the global leader in adaptive swim. Get certified online today! BEINE WELLNESS BUILDING: Individualize your nutrition with genetic testing and personalized plans. Eat, supplement, and recover based on your genetics. SWIMTRAXX: Swimtraxx One is the smartest swim specific tracker. Track your time, heart rate, and stroke rate all from the same device. INTL SWIMMING HALL OF FAME: Help preserve swimming history by joining the 1 in 1000 Club! VASA: Essential dryland for stronger, better, faster swimmers. Save 10% using the code "brett" at checkout! DESTRO SWIM TOWERS: Save $150 per double swim tower by using the code "brett" at checkout! SWIMNERD: Big and small digital pace clocks, virtual scoreboards, and live results. Subscribe to the Swimnerd Newsletter. Subscribe & Listen: Apple Podcasts Google Spotify YouTube Produced by: SWIMNERD

The Voices of Risk Management
There's So much opportunity and Room for Growth in Risk Management with Jen Blair

The Voices of Risk Management

Play Episode Listen Later Nov 11, 2022 38:28


Jen Blair is the Global Risk and Insurance Manager at Bose. Jen started her career as a Financial Analyst and did not expect to be thrown into the world of insurance. However, seven years later and she's still fascinated by what the field can offer. Every day there's something new and in this week's episode, Jen talks about how she thinks about risk in the electronic space, what happens when they're knockoff products, and her experience getting her Master's degree in Risk and Insurance.   Key Takeaways: A little bit about Jen and her role at Bose. When Bose was going through a reorg, Jen originally was not interested in the position. Jen doesn't have any insurance employees but has credit risk employees. How is her department structured? When Jen took on risk management, what surprised her most about the insurance industry? A good risk manager really has to be connected to every aspect of the business. How has Jen's role evolved over the years? How does Jen think about risk when it comes to electronic product dupes or knockoffs? Jen explains how she navigates losses in the company. What was Jen's experience getting a Master's degree in Risk and Insurance? What advice does Jen have for a young risk manager? How can you stand out as a broker or a consultant? What piece of advice would Jen give her younger self?   Mentioned in This Episode: Bose.com Jen on LinkedIn

A Guided Life
Canadian Soul Sisters: Mary Rose, Marie, Claire, Cathy, and Cheryl

A Guided Life

Play Episode Listen Later Nov 5, 2022 62:10


In this episode, a group of Soul Sisters share how their spiritual connection came to be. They also share how, though they are in this together, their spiritual journeys are still so personal and individual.  Mary Rose: Mary Rose is a wife and a mom of two sweet boys, works to navigate her way through religion and spirituality. She loves to dance and anything that energizes her creative side. She is also a foodie and enjoys trying new restaurants. Her profession is a CAD Technician, but deep down, her true passion is to help people be well - whether if it's through dance or energy healing. “I am where I am supposed to be” is her personal motto in life. Find Mary Rose: IG at @maroselights Claire: Claire is a mother of 3 and has worked in the healthcare industry. She's been married to her husband for 15 years and her children are ages 8, 11 and 13. When she's not working or taking her kids to activities, she loves to craft or read. During the short Alberta summers, she takes every opportunity to get out on her paddle board and enjoy the moment. Cheryl: Cheryl is a certified QSCA Life Coach and Desire Factor Coach who also specializes as an Intuitive life coach, Energy Healer, and Human Design Reader. During her career as a Financial Analyst, reviewing numbers and reports, she knew she wanted to find her passion and purpose and has always known that she wanted to help people. After becoming QSCA certified she became dedicated to applying her skills and positive energy towards understanding passion, purpose, intuition, manifestation, and Human Design. Now, she empowers women to assess their passions and purpose in life, learn how to manifest their desires, and progress to become better versions of themselves. Cheryl's husband and two kids inspired her in her transformation and, together, they embrace life's opportunities by hiking, biking, dancing, and watching movies. Find Cheryl: cherylmab.com Cathy: Cathy (pronouns: she/her/hers) is a fiercely proud mother and acknowledges the lessons, values and perspectives of her mother and grandmother that came before her. She acknowledges her relationship to her family, her community and the world around her. Born in Edmonton, Alberta, she continues to call this city her home, which she shares with her husband and two daughters, aged 9 and 11 years old. For most of her adult working life (and, in part, arising from her mother's passing from cancer), Cathy specialized in bio-chemistry and researched potential cures for diseases and other ailments. She has since left this career to manage her family's home, focus on raising her children and achieve her family's goals and objectives. She is focused on building her better self and a better community. She volunteers as a Big Sister to vulnerable youth, takes part in charitable initiatives, promotes women in science and runs with a running group. She spends every other spare moment with family and friends enjoying each other's company, good food and even better desserts. Marie: She is a mother to 2 boys and a Registered Nurse. She is also an Empath who is learning how to navigate in this world while healing her body, soul, and mind. After a diagnosis of Stage 4 breast cancer - she's learned the important gift of each day and the remarkable ability the body has to heal using just the right tools, through divine guidance from God/ Universe/Source. Everyday, she practices gratitude for the many blessings she's been given and the time she's been given to spend with family and friends.  Find Marie:  Instagram @realree --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

HiFi Radio with
HiFi Radio with The Wolf on Bay Street, Wolfgang Klein - Saturday, October 29, 2022

HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein

Play Episode Listen Later Oct 30, 2022 44:19


With hosts Wolfgang Klein and Jack Hardill.  Guests: Martin Roberge Martin Roberge has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts. Don Vialoux Don holds a Chartered Market Technician (CMT) designation, is an independent advisor with close to 40 years of experience in the investment industry. He is a past president of the Canadian Society of Technical Analysts and a former technical analyst at RBC Investments. Don and his son Jon publish a regular technical analysis newsletter, Tech Talk, on their website, Timing The Market. His CMT paper, entitled “Seasonality in Canadian Equity Markets,” was published in the Spring-Summer 1996 edition of the CMT Association Journal. Don also has extensive experience with ETFs and conservative option strategies. In 1990, he wrote a report that was released in the International Federation of Technical Analyst Journal entitled “Profiting from a Combination of Technical and Fundamental Analysis.” The report introduced “The Eight Phases of the Stock Market Cycle,” an investment concept that continues to identify profitable entry and exit points for North American equity markets. He is currently a member of the Toronto Society of Fundamental Analyst's Derivatives Committee. Don is a frequent contributor to BNN TV.

Constructive Uncoupling with Judy Weigle
Women Divorce and Money w/David Stolz, CPA, Certified Divorce Financial Analyst, Author

Constructive Uncoupling with Judy Weigle

Play Episode Listen Later Oct 19, 2022 65:38


  On THE Amicable Divorce Expert podcast this week we speak with David Stolz about why he wrote a book for women regarding financial decisions in a divorce settlement, how to know if the financial decisions negotiated created an equal distribution of assets and debts for both spouses, and clarification on filing taxes once a divorce has been filed.   Here's what was discussed:   Why the focus on women and divorce   When required to file other than “married Jointly”   How state and federal laws impact your income or asset division when filing “married single or Head of Household”   Discuss tax implications with your accountant before filing the divorce settlement to insure the settlement is equal after taxes   When to register a divorce with Human Resources when a pension is involved   Why a court settlement won't take tax implications into consideration   Options in filing taxes with a Legal Separation filing   Debt obligations of one spouse for the other while married   What an Equalization Payment is and Equal Distribution of Assets   A good case for mediation as opposed to court   Emotions and how they can impact bad Legal Decisions   How to financially function before divorce filing and while taking care of their emotions   How emotions, money, and decision-making work together   Monthly pension payments vs lump sum payout   #financialadvice #divisionofassets #finances #financialanalyst #certifieddivorcefinancialanalyst #mediation #divorce #equalizationpayment #legalseparation #taxfilingoptions #pensions #money #QDRO #emotionaldecisionmaking   Biography of David Stolz   David Stolz is a principal in Stolz and Associates, a wealth management firm outside of Seattle, WA. He has more than 20 years of experience working with high net worth individuals in the areas of tax, and divorce financial planning. David has written and contributed to various articles on tax, financial and divorce planning in numerous publications including: New York Times, CBS News, CNBC, Washington, Journal of Accountancy and others. David and his wife live in Tacoma, WA and enjoy the sunshine of Hawaii as well as adventure travel. They share five kids and a growing number of grandkids. https://www.david-stolz.com Facebook: davidstolzauthor Instagram: stolz_dave

Divorce Sucks, Your Life Doesn't Have To
What Is A Divorce Financial Analyst? An Interview With Joe Connor

Divorce Sucks, Your Life Doesn't Have To

Play Episode Listen Later Oct 18, 2022 48:34


Divorce ultimately comes down to two things, kids and money. In today's episode I interview Certified Divorce Financial Analyst Joe Connor from Intelligent Divorce Solutions. He shares some very sage advice on how to navigate the financial landscape of divorce, how a Certified Divorce Financial Analyst can help you and what you can expect. Intelligent Divorce Solutions: https://intelligentdivorcesolutions.com/Detox kit: https://tinyurl.com/getdetoxkitDivorce causes massive stress. Boost your immunity with Dr. Zeleko's Z-Stack. You can find it at www.DivorceAndWellness.com coupon code: DIVORCEGet your debt under control at www.AbolishMyDebt.comDivorce And Tapping: https://tinyurl.com/divorcetapping Buy American made products and keep your home healthy and well: www.AmericanWellnessBox.comMy non-legal custody agreement review can be found here: https://forms.gle/8rJ5UCKV9sKjAREy8To apply to work with me, complete this form:https://forms.gle/5T4vRfzeWNiVm6QPA Disclaimer: the content provided in these podcasts are educational only and are the opinion and personal and professional experience of Michelle McEllis and do not in any way constitute professional legal or financial advice, professional mental health advice or professional medical advice. Always seek the opinion of someone licensed in your state.

Marriage, Kids and Money
Are We In A Recession ... or Not? (w/ Meghan Rabuse)

Marriage, Kids and Money

Play Episode Listen Later Oct 17, 2022 47:30


It's the question a lot of us are asking right now ... Are we in a recession or not? Megan Rabuse, aka the Family Finance Mom, joins me to answer this question and share what we can do to become recession-proof.  Also, Chris Luger from Minnesota shares how becoming mortgage free has allowed him to push toward becoming a millionaire!  Last but not least, my son Calvin is here to share another Good Word. This month, we're sharing the story of the Michigan bus drivers who saved a baby's life after a carjacking. SPONSORS Personal Capital:  Get access to FREE financial tools that help you invest more efficiently and build wealth for your family.  My Life in a Book: A keepsake book for your older loved ones! To save $10 off your first purchase, use discount code "MKM". RESOURCES Meghan Rabuse (Family Finance Mom + Finance Explained Podcast) Chris Luger (Heavy Metal Money) Good Word of the Month (Bus Drivers Save Baby in Michigan) GUEST BIO - Meghan Rabuse: Meghan spent nearly a decade as a Financial Analyst, before spending the last 7+ as a SAHM to three little ones. She shares simple money tips for moms to help their family reach their financial goals by building a financial plan they can LIVE with! OTHER EPISODES YOU MIGHT LIKE Family Wealth and Happiness:  10 Steps to a Better Tomorrow (Today) Inflation Up, Stocks Down. What Should I Do?  50% to 10%:  Why We're Happy Saving Less in FIRE Journey MKM RESOURCES MKM Coaching:  Request a free 15-minute consultation today YouTube:  Subscribe for free to watch videos of these episodes and interviews Instagram:  Follow our IG channel Voicemail:  Leave your question or comments here  Merch Store:  Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION:  Marriage Kids and Money Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com HOST BIO:  Andy Hill Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys watching his kids play soccer, singing karaoke with his wife and watching Marvel movies. DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Research & Writing:  Andy Hill Podcast Artwork: Liz Theresa Editor: Podcast Doctors

Becker’s Healthcare Podcast
Dominic Patete, Financial Analyst at Providence Health Services

Becker’s Healthcare Podcast

Play Episode Listen Later Oct 5, 2022 4:34


This live episode from the 7th Annual Heath IT + Revenue Cycle Conference features Dominic Patete, Financial Analyst at Providence Health Services. Here, he discusses his career, issues that are top of mind to him, and more.

Cats at Night with John Catsimatidis
Ryan Payne | Financial Analyst | 09-30-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Sep 30, 2022 6:12


Cats at Night with John Catsimatidis
Paul Lountzis | Financial Analyst | 09-22-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Sep 22, 2022 8:07


How to Scale Commercial Real Estate

Tom Dunkel is the Managing Director of Belrose Storage Group with a background in corporate finance and over 25 years of real estate and investment experience. He has specialized in discounted asset opportunities nationwide since 2006. As a dedicated mentor to investors and entrepreneurs, Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs.   In this episode, Tom talks about why you should be investing in self-storage real estate, what you need to know before investing and how you could make sure you are investing SAFEly.   [00:01 - 06:06] From Corporate America to Real Estate Investor A Financial Analyst who transitioned to real estate in 2006 and learned a lot of hard lessons that he'd use in his business today The secret to business success is finding the right team who has the same core value     [06:07 - 10:00] Self-storage Real Estate is A Good Investment Self-storage is getting a lot of attention lately because of its resiliency How to find opportunities in the space Running a self-storage facility is inexpensive with an operating expenses ratio of around 30% range   [10:01 - 19:43] Consider These Before Making Investment Decisions   Here are things you need to consider when investing in a self-storage facility: Have a deep dive into the market such as diversification of employment Supply index Check data Google Analytics Using the triangulation method in research The common pitfalls in self-storage investing and how you could avoid them Tom compiled and wrote a free ebook S.A.F.E. (Sponsor, Asset, Financials, Exit)  Investing   [19:44 - 21:35] Closing Segment Reach out to Tom!  Links Below Final Words Tweetable Quotes   “We find that the successes that we do have is largely because of the of the people that we surround ourselves with.”  - Tom Dunkel “​​Sponsor is a huge thing. What's their track record? Where have they been? Where are they going?” - Tom Dunkel -----------------------------------------------------------------------------   Looking to invest or sell your storage facility? Connect with Tom at www.belrosestoragegroup.com and download the S.A.F.E. Investing ebook for FREE here: https://belrosestoragegroup.com/for-investors Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below: [00:00:00] Tom Dunkel: It's a little bit of art, a little bit of science. But basically, we're just wanting to see that the storage facilities in that market ideally for us, we want to see that the facilities are full. So we don't stop just looking at the actual data, we actually get on the horn, get on the phone, and we call these facilities and we make sure that what we're seeing in our databases and in the analysis is lining up.   [00:00:38] Sam Wilson: Tom Dunkel has been involved in corporate finance, mergers, and acquisitions until 2006. But since then, he's been a full-time investor focused solely on self-storage. Tom, welcome to the show. [00:00:50] Tom Dunkel: Hey, Sam, great to be here with you,   [00:00:52] Sam Wilson: Hey man, I appreciate you coming on. There are three questions. Tom, I ask every guest who comes on the show. In 90 seconds or less? Can you tell me where did you start? Where are you now? And how did you get there?   [00:01:01] Tom Dunkel: Sure. Well, I started out in corporate america, after getting my MBA in finance and accounting, I came out as, you know, Financial Analyst, Excel spreadsheet nerd. So I was able to kind of learn a lot from that I was with a couple of companies that were growing aggressively through acquisition in the aerospace industry and a couple of other industries, but always wanted to get into real estate. So I chose the worst time in history to get into real estate, which was 2006. I learned a lot of hard lessons as first few years, but I wouldn't change it for the world. I'm super excited about where I am. I don't feel like I'm working at all, and I just come to work excited. Just about every day. Not every day, that would be a stretch, but just about every day. So that's where I am.   [00:01:50] Sam Wilson: Man, that's really, really cool. 2006. Well, you didn't know it in 2006, that it was going to be the worst time in history to get involved in real estate. What were some of the things that you took away from that period of time that maybe you're using as a lesson in, in your business today?   [00:02:11] Tom Dunkel: Sure, yeah. Still, to this day, Sam. Can't do it by yourself. You gotta have a solid team around you, coming out of corporate America, and I had a great career to that point, you know, great education worked with some phenomenal people and great training all that I thought I, you know, that having my own business was going to be a breeze. But I learned very difficult lessons. That was not easy. I needed to have the right people around me. And especially at that time in the real estate cycle, when the world was going crazy. And the bubble was bursting at all that I just I didn't have the right people around me. And so I paid that price. So it's definitely been a focus of mine. Ever since then.   [00:02:50] Sam Wilson: Did you lose your portfolio in 2008?   [00:02:55]  Tom Dunkel: So I didn't. So good news there, but I was just hanging on by a thread, I ended up having to just get rid of some properties at a loss. And thankfully, at that kind of, voluntarily, shall we say, you know, not that none of them were snagged away from me by the bank. So I was able to avoid that, which was great. But I just had a huge marketing budget. So I was, you know, just bleeding cash from my marketing budget. And I did have some people, and my, you know, my lease and you know, for my office space and all that stuff. So that was just the bleed that just really was painful over those next few years. Yeah, absolutely.   [00:03:38] Sam Wilson: And you said one of the things that you have changed since then, is the team around you? What does that mean?   [00:03:44] Tom Dunkel: Well, I guess it was my good fortune in 2009, met my now business partner, Joe downs, we've been business partners ever since then. And I think I didn't realize that at the time. And this was just something that came out of a leadership exercise we did recently when we were going through our core values as a company. But I think Joe and I just connected on a values level. We're both family men and had kids and we wanted to be part of our kids' lives. We didn't want our company to rule our lives. And so but we also had ambitions about you know, being the best we could be in our field and achieving goals for ourselves and our families. I think we just we initially just connected on that kind of level. Initially, our backgrounds were similar but different but you know, financial related, both real estate related, but we just kind of came at it from different angles, but ever since then, we've just been trying to find the right people. It doesn't always work out right. As best as you might try. You're going to run into partnerships or employees or whatever that don't quite work out the way that you want. But like we find that the second success that we do have is largely because of the people that we surround ourselves with, and that's why we're really excited right about where we are in self-storage right now because we just haven't we have just a great team around us.   [00:05:05] Sam Wilson: That is awesome. I love that because that's a common question. You know, the common question in this kind of train of thought is like, how does someone go about if they are scaling their real estate portfolio? Because like you said, it's a team sport. I love that you said at the beginning that having the right team, but how do you find the right people to work with? And I think you hit it on the head is maybe not necessarily starting with a lot of things we probably start with. But starting with a core value, like, are we aligned philosophically? And if we're not, probably not going to work out.   [00:05:40] Tom Dunkel: Correct? Actually reminds me, Sam of a time back when I was getting out of business school, and I was interviewing on Wall Street with some companies up there. And I remember just meeting this one guy, and basically all he did was work. He pretty much blew off his family and his friends, and he just wanted to work and get that money and get that power, or whatever, you know, is light in his fire at the time. And I was like, man, this is not the environment I want to be.   [00:06:07] Sam Wilson: Right. Absolutely. Absolutely. Let's talk a little bit about self-storage. I mean, this is an asset class that's had, I don't know which asset class hasn't had a ton of attention. So I say it's had a ton of attention as if others have been neglected, but I don't think they have. But tell me about self-storage, why you guys are in self-storage and how you're finding opportunity? [00:06:30] Tom Dunkel: Yeah, sure. I think Sam, self-storage actually has been a little bit neglected over the years, because it's, it's been a little bit of a redheaded stepchild in commercial asset classes, you know, multifamily, you know, senior housing, student housing and those kinds of medical office, those kinds of asset classes have definitely been attracting a lot of attention. But I think, especially now that we're on the tail end of the pandemic, I think, folks out there seeing how resilient self-storage is, and continues to be. And so it's getting a lot of attention now from some big money, investors. And so we were just thankful to be in the place where we are. And I think the reason Sam is that, that self-storage is getting a lot of attention because it is resilient, we have a slide at our investor deck, that goes back to the 1980s. And it shows the United States economy, you know, jumping around like this, over that time period, you know, expansions, contractions, recessions, depressions and all that fun stuff. And on the top of that, we have a wine goes about like this very slow and steady, but it's the occupancy level of self-storage facilities over that same time. And it just sort of gently floated between 80 and 90%, during that entire time period. And it's, that's, that's a huge thing. It's very resilient. In that regard. It's very inexpensive to run a self-storage facility. So like our operating margins are generally in the 30-ish percent range or excuse me, our operating expense ratios in the 30% ish range, which means our net operating income is in the 70-ish percentage range. So lenders love it, because there's plenty of cash flow there to cover the debt. And our investors love it, because there's plenty of cash flow left over to pay a nice dividend to them along the way. So those are two big reasons. We love storage.   [00:08:26] Sam Wilson: Absolutely. stability of the product is huge. You know, like you said, over a 30-year, however many years you had their 30 or 40-year trend, it's pretty, pretty consistent. And, you know, consistent is the name of the game. One of the I was in Asheville, North Carolina this last last weekend with some friends, we were over there, doing some mountain biking and as I drove through Asheville, we're driving on this one road, I can't remember the name of it, but I don't know every I don't know to call it every mile. There was a new self-storage facility, not a new one, but a self-storage facility. None of them particularly huge on particularly small, but I just kept driving and you know, some would have boat and RV storage. Some would be just regular storage, some of the climbing trolls some wouldn't. And as not, as someone who is I'm a passive investor in self-storage opportunities and other syndicators like yourself, but I don't actively go out and buy necessarily just straight self-storage. I just kept driving by all this stuff. I'm like, one, there seems to be a lot of it. In two, I go, how in the world? Do I, as an investor, look at all of these and say, Oh, I'll buy that one, but not that one. Or that one is better than this. When I go all of this looks the same to me. I don't see opportunity here. Tom, please tell me why I'm wrong and how someone maybe in a similar situation could make sense of what they're looking at.   [00:09:51] Tom Dunkel: Sure. Well, first of all, I have to point out that we own a facility right outside of Asheville, so I have a baby it drove right by.   [00:09:57] Sam Wilson: It was 191 I think was the road it was on. So maybe that was it.   [00:10:01] Tom Dunkel: Yeah, we're on. We're on smokey Park highway out there. But, uh, anyway? No, it's a great question. And it's certainly one of the things we look at very very, very closely because I'd rather own a mediocre-looking facility and a great market than vice versa, right. So before we acquire a facility, we're doing a deep dive on the market, we're making sure it's a diversified economy, that it's not like a one factory kind of town, where if that factory goes out of business, the whole town goes out of business. So we're looking for that nice diversification of the employment base, we're looking for low unemployment and looking for growing jobs, growing population, all of these things that are that point to it being a healthy area, including income and, and those kinds of things. So as far as competition goes, he touched on that. There are a couple of different ways that we look at that Sam, one is from the supply side, right, so we calculate what we call a supply index. And that's basically, we calculate the square footage per person in that in that particular one, three and five-mile ring around that facility. And the equilibrium is, varies from place to place. And it's not super scientific, but it's about seven feet, seven square feet per person. So if we do our analysis, and we see that it comes in at two feet per person, we're finding that market is out of equilibrium and is under supplied, if it comes out at 15 feet per person, we're going to have to take a close look at that, because that looks that's suggesting, not determined but it's suggesting that that market might be oversupplied. So we're doing that analysis on the supply side, from the demand side, we actually look at Google Analytics. So we look at how many folks in that market are searching for self-storage on Google. And that gives us a little sense of what's happening on the demand side of that equation, because it could very well be that there's a 15 square foot per person market that still has a high demand, try to find that supply and demand curve. How how do you take that data from Google Analytics from Hey, who's searching for this? How many searches in this one, three and five mile radius? And then connect that to and draw meaningful conclusion? Well, it's,   [00:12:31] Tom Dunkel: It's a little bit art, a little bit of science. But basically, we're just wanting to see that the storage facilities in that market ideally, for us, we want to see that the facilities are full. So we don't stop just looking at the actual data, we actually get on the horn, get on the phone, and we call these facilities and we make sure that what we're seeing in our databases and in the analysis is lining up. So we're calling those facilities seeing what are their what's their occupancy, and what are their rate trends are the rate trends going up. That's been the case the last couple of years, but sometimes rates do come down. So we want to see that as well. So it's really I guess what I would say, Sam, is it's kind of a triangulation process duo are kind of looking at the, the facility from multiple angles and just making our assessment to see, you know, if it's an attractive opportunity, or not,   [00:13:29] Sam Wilson: How much time do you spend making that? triangulation? Like, is it okay, we think we have an opportunity? Or do you do all the triangulation work ahead of time and then find facilities inside of that area that you want to buy? Which way? Does that work? [00:13:47] Tom Dunkel: Yeah, it's, it's a little bit of both ways. Because we do outreach, we have an internal process to generate our leads where we are reaching out directly to self-storage owners. And we find no big surprise, we find that that's where the best opportunities are. Once we find a facility that then we kind of run it through our process, and to find out, you know, what are the supply and demand dynamics in that particular market? And once we acquire a facility, Sam, then we start looking at the facilities proactively around that area so that we can try to build a presence, because obviously, if we're acquiring this one facility, and there's another facility, you know, 510 15 miles away, pretty good chance that we're going to like that market as well.   [00:14:34] Sam Wilson: Right, man, that's great. That's great. Thanks for taking, taking the time to break down. You know, how you guys are valuing an asset and how you say, Hey, this is a good buyer. This is not a good buy. That's, that's some tactical information there. So certainly appreciate that. So don't worry about this. Let's talk risks in self-storage right now. Do you see any risks or hidden risks for yourself? towards investor.   [00:15:01] Tom Dunkel: Sure, I mean, there's always there always is a risk that a particular market like, you know, obviously we're doing our analysis, as of today, we do have some visibility into the pipeline of new facilities coming online. And so we incorporate that into our analysis as well. So we'll we'll add in that square footage when we're looking at the supply index, etc. But it's, it's, if a big, if a Big Read is coming in, like a public storage, extra space, cube smart, what have you, a lot of times, because they're the 800-pound grill in the market, although more on that in a second, they what they'll do is they'll come in to a market and they'll artificially push down their rates to attract customers to lease up their facility. So obviously, that has ripple effects through a market and that's certainly a risk. That's somewhat out of our control. If we don't see that project, coming down the pipeline. Now, I did say 800-pound gorilla, and they certainly have massive resources, there's big companies so that they can, they can absorb that kind of, you know, lower rates for a period of time. But I do want to point out to the folks out there that those big guys I just mentioned, they're really only commanding and self-storage, about 25% of the market, give or take. So 75% of the market is either smaller regional players like ourselves or Moms and Pops. And so that's another huge thing that we love about the self-storage industry right now, Sam is that a lot of the owners out there are moms and pops, they're not running their storage facilities very well, which creates huge opportunities for companies like Dell or a storage group.   [00:16:48] Sam Wilson: Now that's great. I absolutely love it. Let's talk a little bit about some of the pitfalls, I guess, you see, in general, you know, there's a lot of us, you know, we raise capital here at the Brecon Investment Group. I know you guys probably take outside capital as well. What would you say to a high net worth investor? You know, what are some risks you see on that front? Maybe? And how could a high net worth investor potentially avoid investing in or making a mistake? That could cost him a lot of money.   [00:17:19] Tom Dunkel: That's a great question, Sam. And it's something as a high net worth investor myself since 2006. I've been through a lot of different investments I've invested in multifamily deals, I even looked at a COVID-friendly convenience store. A drive-thru convenience store concept. So I've looked at a lot of different deals out there myself. But I think it comes down to a few things. And I don't know if you asked that question on purpose. But we did. Over the years, all these lessons that I've learned these mistakes I've made, we actually compiled it down into an ebook. It's available on our website we call S.A.F.E. Investing. So save is an acronym sa fe. S stands for sponsor, and Sam sponsor is huge, right? I mean, we have these nine-figure net worth, guys that we do business with. And they tell us flat out and say, Hey, we come to you guys, because we do business with you over the years. And we trust you we know, you know, even if a deal doesn't go well, we at least know that you're going to give it your all and make the best out of it that you can. So sponsor is a huge thing. You know, what's their track record? Where have they been? Where are they going? You know, all those? Is it a team? Or is it just a guy with a gmail.com? Email address? A is for asset is what is the asset that you're investing in? Do you really understand that? What's the market? Is it in? What's that business? Is it something you can explain to your kids, you know, that kind of thing? F is for Financials. So what are the financial projections? Are they reasonable? Has the sponsor delivered these kinds of financial results in the past? You know, those kinds of things? And then E is for exit. How do I get out of this thing? It's not like you can go to schwab.com. If you're in a Belrose, storage group, self-storage, syndication, and click, click, click and sell your position. Unfortunately, it doesn't work that way. If you're investing in one of our deals, you need to be comfortable having your money tied up in that deal for 234 years, depending on what the strategy is that we're employing at that particular facility. So it's a free ebook available on our website. You don't have to give me your name, address, phone number, social security number, anything like that. It's just there on the homepage as a little value add back to the investor community from us to you,   [00:19:43] Sam Wilson: Man, that's great. I did not say you think I teed that up and that was a question and man you not only answered it, but you also got a free resource there as well. So that's all good. All good timing. It's funny how that worked out. Tom, thanks for taking the time to come on the show today, you've certainly given us a lot of things to think about as far as underwriting assets, and how to look at how to evaluate a marketplace. You know, next time when I drive through Asheville and I go, gosh, there are seven storage facilities in a three-mile stretch of highway on how to think about that a little bit differently. So certainly appreciate that. And then also, you know, of course, given us that free resource there on your website. I do. I do appreciate you coming on today and sharing with us if our listeners want to get in touch with you and learn more about you what is the best way to do that?   [00:20:31] Tom Dunkel: Sure, I would love for folks to reach out to us at Belrosestoragegroup.com You will have my contact information on there, as well as the opportunity to register in our investor portal. We're super active in the self-storage space, and we are raising equity for our upcoming opportunities and band. They are really popping right now. We're seeing some great deals out there. So we'd love for folks to reach out to us through their register on our portal, you'll get notified of all of our upcoming investment opportunities. [00:21:05] Sam Wilson: Fantastic. Tom, thank you for your time today. I do appreciate it. 

Cats at Night with John Catsimatidis
Financial Analyst Paul Lountzis | 09-15-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Sep 15, 2022 8:37


Financial Analyst Paul Lountzis weighs in on Biden's weird party.

Cats at Night with John Catsimatidis
Financial Analyst Ryan Payne | 09-13-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Sep 13, 2022 7:22


Financial Analyst Ryan Payne discusses the price of oil. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Purpose of Money Podcast
78. How Yoga Can Benefit Your Health & Wealth with Yogini Nancy

The Purpose of Money Podcast

Play Episode Listen Later Sep 7, 2022 16:43


Yogini Nancy is a McGill Law School graduate and an advocate for racial justice and mental health. Before she learned the benefits of yoga, she worked as a financial analyst for an investment bank on Wall Street. Yogini Nancy's teaches in a joyful way that nourishes the mind, body, and soul. With her wealth of knowledge and experience, Nancy's classes serve her students whether they desire to reduce stress, improve flexibility, accelerate the healing of an injury, or change their lifestyle. ⁠ In this episode, you'll learn: How Nancy went from a Financial Analyst on Wall Street to Yogini What are the positive effects of Yoga, and how can it help you with your health and your wealth The many ways health and wealth are connected Ways to relieve your stress even if you can't access Yoga professionals like Nancy, and more The Purpose of Money Podcast is going LIVE on September 14th at 3 PM EST Subscribe to YouTube Channel Don't miss the first live episode of The Purpose of Money Podcast. I'll interview special guest Ellie Diop, a Business Strategy Coach for women. In 2020, Ellie lost her job and was down to $12 in the bank. She used her $1,200 stimulus check to launch her company, Ellie Talks Money. Today, Ellie is a Mommy Millionaire and a very successful entrepreneur. Check out our live episode on YouTube on September 14, 2022, at 3 PM EST. Don't forget to subscribe to The Purpose of Money YouTube Channel, so you get notified when we go live.

Cats at Night with John Catsimatidis
Financial Analyst Paul Lountzis | 09-05-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Sep 5, 2022 8:18


Financial Analyst Paul Lountzis breaks down the effect that Russian oil prices are having on the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

GovExec Daily
The Biden Student Debt Forgiveness Plan

GovExec Daily

Play Episode Listen Later Sep 2, 2022 24:28


Recently, President Joe Biden announced the U.S. Department of Education will cancel up to $20,000 in student debt for Pell Grant recipients and up to $10,000 for non-Pell Grant recipients. The announcement was a culmination of a campaign promise, though the news caused the websites of loan providers and a federal agency to crash in response to an influx of web traffic. Ben Kaufman is the Director of Research & Investigations at the Student Borrower Protection Center. Prior to joining SBPC, Ben worked as a Financial Analyst at the Consumer Financial Protection Bureau and in investment banking at JPMorgan. He joined the show to talk about the Biden student debt forgiveness plan. *** Follow GovExec on Twitter! https://twitter.com/govexec

The Investor Mel & Dave Show
Invest where we're investing? New Development Opportunity in Dominican Republic! - Women of Action

The Investor Mel & Dave Show

Play Episode Listen Later Sep 2, 2022 43:02


We've NEVER done this before… but for the first time ever we are giving you the opportunity to invest in the exact same development project that we are investing in.After my interview with these two Women of Action, I was so impressed that I asked the ladies to stay online with me as I wanted to know more. I even called in Dave as I saw this huge investment opportunity! And after running our numbers, stress testing the deal like we always do… We spoke with the developers… and decided to not only purchase one but two units as short-term rentals. And today, I am sharing this great opportunity with you!If you're looking to diversify your portfolio and have a beautiful unit for short-term rental not to mention a beautiful place to go visit on your next sunny vacation… then explore this amazing new development. Here's a direct link to find out more. Simply fill out your information and they will be in touch.  https://caneyresidences.net/?ref=MeldaveWhy did we decide to purchase two of these units?  Well…, numbers don't lie!  We love the location, the amenities, the payment plan, the potential, and the price!  (Prices start at low as $115,800USD!)We believe the first round of available units will go very quickly (this means the lowest price possible). So if you're serious about taking Action and investing in the Dominican Republic, we encourage you to reach out to them now to take advantage of the lower prices as they will go very quickly.  Hope to see you in Dominican Republic!

Get out your Shack with the Financial Shack! - Jarell Moten

"The YMIT Podcast" Young Millionaires In Training

Play Episode Listen Later Aug 31, 2022 48:46


in this episode we are joined by the financial guru, the Ceo and owner Senior Financial Manager and Financial Analyst at a large investment firm. One of the few people I know personally that knows just as much about money as I do if not more honestly The financial Shack Accounting services thefinancialshack.com Fb: The financial Shack inc Shack Accounting Services --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/warren-ganues7/support

Cats at Night with John Catsimatidis
Financial Analyst Ryan Payne | 08-31-2022

Cats at Night with John Catsimatidis

Play Episode Listen Later Aug 31, 2022 4:49


Financial Analyst Ryan Payne talks interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

FP&A Today
What Gen Z Wants in FP&A

FP&A Today

Play Episode Listen Later Aug 30, 2022 56:30


What does Generation Z Want from FP&A?   Between them, college students Gabriel Valentin Navarro, Charlee Wambolt, and Derek Baker secured FP&A and finance internships at companies as diverse as Credit Suisse, Clark Construction, Amex, Expedia, Regeneron, and SavviLegal. In this special episode we explore the experiences of a Gen Z cohort experiencing work in FP&A for the first time.    In this special episode we meet guests:   Gabriel Valentin Navarro , Intern at American Express (University of Washington) Charlee Wambolt, Intern at Credit Suisse (Brigham Young University) Derek Baker, Financial Analyst at Clientbook (Brigham Young University)   They reveal: How to get an internship in FP&A and is it necessary? The best advice for people seeking their first FP&A role? Skills and tactics to maximize your internship experience? How to take ownership of your internship experience? What employers need to know about the approach of Gen Z in finance, and where employers  are failing. The university classes which most prepared them for a career in finance The values that Gen Z is looking for in their next finance role?  Their biggest advice and takeaways for other college students taking their first steps towards internships and jobs? Their favorite Excel function of the next generation! Follow Paul Barnhurst on LinkedIn Follow Datarails on LinkedIn FP&A Today is brought to you by Datarails. Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. With Datarails  you get improved data integrity and visibility helping your relationships with your internal business partners and external stakeholders; real-time latest version of all your company's data in one place, with version control, audit trail and records, ensuring errors and multiple versions are avoided; the ability to let your data tell your story through proprietary, built-in visualization of critical KPIs in real-down; and drill-downs to answer questions on underlying data on the spot. Get in touch at www.datarails.com Follow DataRails on LinkedIn to find out about upcoming episodes and the latest FP&A news Read the Full Program Transcript Watch the Full Episode on YouTube To suggest a great guest for the show, or if you would like to be the FP&A Leader being interviewed contact jonathan.m@datarails.com

MOATS The Podcast with George Galloway
#170 - Is The UK Headed Towards A General Strike?

MOATS The Podcast with George Galloway

Play Episode Listen Later Aug 22, 2022 90:21


This week on MOATS: The Podcast Radio Talkshow Host & Political Analyst, Garland Nixon on the current state of the USA Political and Financial Analyst, Angelo Giuliano on living 27 years in China and the looming Taiwan Issue. Journalist and Host of The Revolutionary Report, Donald Courter on the Ukraine/Russian conflict All of this as well as taking calls from people all around the world as Moats asks "Is The UK Headed Towards A General Strike?" The answers may surprise you! Get the episode early at Patreon: www.patreon.com/georgegalloway as well as my audiobooks and every podcast episode so far! My YouTube show "The Galloway Show" - LIVE on YouTube every Wednesday from 10pm BST: https://www.youtube.com/watch?v=IN7_VgrKFPEfter the FBI raid will President Trump go to jail? "The Mother of all Talk Shows" is broadcast live every Sunday 7pm GMT on YouTube. MOATS is the open university of the airwaves to millions of people all over the world @moatstv This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy Chartable - https://chartable.com/privacy

TNT Radio
Patrick Wood on On the Fringe with Trish Wood - 07 August 2022

TNT Radio

Play Episode Listen Later Aug 7, 2022 55:37


GUEST OVERVIEW: Patrick Wood is an Economist, Financial Analyst and Writer with deep historical insights into modern attacks on Sovereignty, Property Rights, and Personal Freedom. Patrick is the author of 'Technocracy Rising: The Trojan Horse of Global Transformation' and co-author of 'Trilaterals Over Washington' volumes I and II.

The Swirl Suite
Diana Brier of Valley Cheese & Wine

The Swirl Suite

Play Episode Listen Later Aug 5, 2022 60:00


Though a Texas native, Diana Brier is no stranger to living and working all over the country. Through her education and incredible work experiences, Brier has become a well-respected cheese professional and one of only 45 people in the U.S. to hold a Certified Cheese Sensory Evaluator certificate from the American Cheese Society(ACS).Prior to working in the cheese industry, Brier found herself constantly questioning what type of career to pursue. She chose an eclectic education, studying everything from Musical Theater to Business Management, yet nothing ever felt quite right.Post-college, Brier worked as a Financial Analyst in Salt Lake City, Utah when she flatlined after open heart surgery. The health scare gave her a new perspective on life, andfrom that moment on, she was only going to do what fueled her soul. On a missionto figure out what exactly that was, she applied for a job with Whole Foods, where the opportunity to work in cheese was presented. She accepted the position in May 2014, becoming Whole Foods' Perishable Buyer and Cheesemonger. Without a background or education in cheese, Whole Foods put Brier in a Cheese 101 course, and it was there that she discovered that cheese made her more than just happy. Cheese had found her –it was the perfect balance of right-brain creativity and left-brain methodology that Diana had been searching for her whole adult life. After leaving Whole Foods in August of 2015, Brier worked with Harmons in Draper, Utah as their Lead Cheesemonger, working with over 150 cheeses. She moved on to Park City, Utah in November of 2015 as the Assistant Cheesemaker with Deer Valley Resort for two ski seasons and specialized in making soft-ripened cheeses. In May of 2017, Brier became the Production Supervisor for Rogue Creamery in Central Point, Oregon, one of the most well-respected creameries in the U.S. There, she supervised and coached a team of more than a dozen cheesemakers as they crafted and aged the beautiful cheeses for which Rogue Creamery is famous. In March of 2019, Brier decided that she wanted to call Las Vegas her forever home and joined MGP Food as a Cheese Consultant and Educator, leading multiple programs and consulting with chefs all over The Valley.In Julyof 2020, Brier became the Owner and Director of Cheese ofValley Cheese & Wine, Las Vegas' longest running cheese and wine store. As Director, Brier works to elevate each customer's experience through her expertise and introduce new and unique programs that allow people to taste and learn about cheeses from around the world in a fun, approachable way.While navigating taking over the shop amid a pandemic, Brier also earned her ACS Certified Cheese Professional title, making her knowledge and palate even rarer. She is also on a journey to becoming wine certified, having just completed the WSET Level 1. Brier loves her adopted home of Las Vegas. When she is not working, she enjoys working out, exploring the outdoors, lounging by the pool, and spending time with her amazing group of friends. She shares her homeand lifewithher partner,twin Lynx Point Siamese cats, Nuage and L'ange -named after triple creme bries-and dog Koa.https://www.valleycheeseandwine.com/Follow The Swirl Suite:SwirlSuite@gmail.com@SwirlSuitewww.swirlsuite.com Sarita @VineMeUpTanisha @GirlMeetsGlassLeslie @Vino301Glynis @Vino_Noire

Verbally Effective
PAUL YOUNG "MEMPHIS UP NEXT" | EPISODE 218

Verbally Effective

Play Episode Listen Later Jul 25, 2022 29:18


Oakhaven, TN native, Paul Young, is our current President and CEO of the Downtown Memphis Commission. Paul's upbringing has been centered on finding purpose in work and a strong spirit of service. After graduating from UT Knoxville, Paul experienced a turning point in his life as he listened to one of his mother's sermons encompassing the purpose driven life. It was that moment when Paul discovered that he wanted to rebuild communities in Memphis. Since then he has served in a myriad of roles such as Legislative Liaison for the Shelby County Office of Legislative Affairs; Financial Analyst with Community Capital (Memphis, TN); Assistant Program Officer for Local Initiatives Support Corporation (New York, NY); and Associate Planner for the Memphis and Shelby County Division of Planning and Development. Take a listen as Mr. Young walks us through his current role as President and CEO of the Downtown Memphis Commission. Upon entering the role, Memphis was coming out of covid proper which welcomed endless opportunities. Paul talks about the makeup of your typical investor for projects in downtown Memphis and why they are attracted to the city. Paul feels that "Diversity is our Super Power" in Memphis and that we should all strive to have a mindset of abundance. We also discuss the correlation of poverty as it relates to the DMC in addition to crime being one of their biggest challenges. Last but not least, Paul participates in "Finish That Line" where we see if he knows his 90's R&B. You'll discover some of the upcoming activations in downtown Memphis in addition to a five year outlook.

Afternoon Drive with John Maytham
The South African Reserve Bank (SARB) repo rate announcement

Afternoon Drive with John Maytham

Play Episode Listen Later Jul 21, 2022 6:34


With inflation at a 13-year hike, Financial Analyst and Chief Economist and Advisory Partner at Citadel Investment Services Maarten Ackerman joins John to discuss the implications of today's reserve bank announcement. See omnystudio.com/listener for privacy information.

The Brian Mudd Podcast on WIOD
Greg McBride, CFA, Chief Financial Analyst for Bankrate

The Brian Mudd Podcast on WIOD

Play Episode Listen Later Jul 21, 2022 7:57


29% of U.S. adults say that real estate is their preferred way to invest money not needed for 10 or more years, coming out on top for the third time in the past 4 years.

The Daily Freight Caviar Podcast
#62: Ryan Rogers: the Founder & CEO of TextLocate.com

The Daily Freight Caviar Podcast

Play Episode Listen Later Jul 20, 2022 33:42


Ryan Rogers, the Founder & CEO of TextLocate, came on the show to talk about his extensive experience in the logistics industry. Ryan started off as a Financial Analyst at US Xpress and worked his way up to become the COO. Before starting TextLocate at the beginning of this year, he had held executive positions at US Xpress, Amazon, Covenant, and Transcard. Listen in to hear Ryan provide us insights into his experience in logistics, while also giving us business wisdom and telling us how TextLocate started.

Frugal Friends Podcast
Recession Proofing Your Finances w/ Meghan Rabuse

Frugal Friends Podcast

Play Episode Listen Later Jul 19, 2022 58:46


Just because a recession may be inevitable doesn't mean you shouldn't care about it. Together with us is a proud mom, Financial Analyst, and host of Finance Explained by Family Finance Mom, Meghan Rabuse who helped us break down some important economic concepts in relation to finances. Join us as we unravel the concept of recession and learn what we can do about it.

Bitcoin Dad Pod
Episode 29: Peak Griftonomics

Bitcoin Dad Pod

Play Episode Listen Later Jul 18, 2022 107:10


News French wholesale CBDC iminnent (https://www.coindesk.com/policy/2022/07/12/france-starts-second-stage-of-wholesale-cbdc-experiments-central-bank-governor-says/) Bank of Int'l Settlement's Project Jura (https://www.bis.org/publ/othp44.pdf) shows development of multinational CBDC settlement systems Conversations about the language of bitcoin (https://dergigi.com/2022/06/27/the-words-we-use-in-bitcoin/) in the context of European regulation (https://en.cryptonomist.ch/2021/07/21/eu-clampdown-on-bitcoin-wallets-with-new-aml-and-cft-rules/) Ars Technica doesn't understand why financial privacy is important (https://arstechnica.com/information-technology/2022/07/usage-of-crypto-mixers-for-stymying-blockchain-investigations-hits-all-time-high/) Increased KYC/AML, 10k Euro cash limits, unhosted wallet reguations (https://www.finextra.com/blogposting/22579/eu-crypto-regulation-global-cooperation-or-competition) What bitcoin is actually doing (https://bitcoinmagazine.com/culture/the-eu-attacks-bitcoin-due-to-a-comprehension-problem) is signing messages Should U.S. Government Employees who work on crypto policy be allowed to own crypto (https://www.theblock.co/post/156422/us-federal-employees-with-digital-assets-shouldnt-work-on-crypto-policy-ethics-office-warns)? Economics Exploding (https://www.bloomberg.com/news/articles/2022-05-30/yuan-ruble-trading-explodes-as-america-s-rivals-rebuff-dollar) Ruble-Yuan direct exchange volumes are another nail in the coffin of the Petrodollar The Federal Reserve, the US Central Bank, is researching the effects of the bitcoin lightning network (https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4142590) on blockspace demand and liquidity Tokenomics Celcius finally files for bankruptcy (https://web3isgoinggreat.com/?id=celsius-files-for-bankruptcy), and it's a chapter 11 (https://www.theblock.co/post/157491/crypto-lender-celsius-declares-chapter-11-bankruptcy-in-new-york) meaning all depositors are getting wiped out Voyager, a bankrupt cypto lender, lent 3ac, a bankrupt degen crypto hedgefund, ~$700M and they bought a dickbutt NFT (https://twitter.com/softsimon_/status/1547341962214260736) with some of the money Also 3ac has abandoned their offices (https://decrypt.co/104871/three-arrows-capitals-headquarters-is-abandoned-and-its-founders-are-missing), looks like they're pulling a runner! Loans were used to buy stupid NFTs (https://www.reddit.com/r/CryptoCurrency/comments/vy84rw/3ac_borrowed_millions_from_voyagerblockfi_user/) Energy Lyn Alden, a Financial Analyst, outlines a case for structurally higher energy prices (https://www.lynalden.com/the-area-under-the-curve/) for the 2020s Expensive Gasoline Keeps More Summer Drivers Off Road Than at Height of Pandemic (https://news.yahoo.com/expensive-gasoline-keeps-more-summer-181703273.html) Latest EU report on bitcoin compares bitcoin to ICE cars (https://www.ecb.europa.eu/pub/financial-stability/macroprudential-bulletin/html/ecb.mpbu202207_3~d9614ea8e6.en.html), it's pretty bad research Bitcoin Education The OP_RETURN war (https://blog.bitmex.com/dapps-or-only-bitcoin-transactions-the-2014-debate/) of 2014 pushed DAP development off bitcoin No concept of a neutral bitcoin network Idea of 'miss-using' transactions Bitcoin Optech #208 (https://bitcoinops.org/en/newsletters/2022/07/13/) is either really interesting or we're nerds Tunnel your home node through a VPS (https://blog.bitcoinlizard.net/2022/04/02/vps-passthrough-hosting/#more-122) courtesy of bitcoinlizard Feedback Remember to get in touch bitcoindadpod@protonmail.com or @bitcoindadpod on twitter Consider joining the matrix channel (https://matrix.to/#/#bitcoin:jupiterbroadcasting.com) using a matrix client like element (https://element.io/get-started) Value for Value Podcasting 2.0 to support an indepenent podcasting ecosystem (https://podcastindex.org/) Recomended Podcasting2.0 apps: Fountain (https://www.fountain.fm/) podcast app (Android) Podverse (https://podverse.fm/) (Cross platform and self hostable) Castamatic (https://apps.apple.com/us/app/castamatic-podcast-player/id966632553) (Apple)+ Podcasting 2.0 to support an indepenent podcasting ecosystem (https://podcastindex.org/) Sponsors and Acknowledgements Music by Lesfm from Pixabay Self Hosted Show (https://selfhosted.show/) courtesy of Jupiter Broadcasting (https://www.jupiterbroadcasting.com/)

The Finance Leader Podcast
Bonus Episode 41: Using Financial Analysis to Grow the Business

The Finance Leader Podcast

Play Episode Listen Later Jul 12, 2022 24:55 Transcription Available


Financial Analysts help grow the business by digging in to the how and the why to financial transactions to find patterns and insights. These patterns can help find a way to leverage your offers to increase sales. Additionally, costs can be saved by finding efficiencies within the expenses. Episode outline:Figure out the why and how regarding data around financial transactions,Help to validate the strategy through the analysis of key metrics, andPartner with senior leaders so they better understand their numbers.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiConsider joining The Finance Leader Podcast Community Facebook Group, where we can talk leadership and the other topics I present here on the podcast. https://www.facebook.com/groups/financeleaderpodcast  This is a good time to jump in and start sharing ideas and thoughts about leadership so we can help each other.For more resources, please visit stephenmclain.com. On the website, you can download the Leadership Growth Blueprint for Finance and Accounting Managers. You can use this guide to develop your leadership by focusing on communication, and growing and empowering your team.You can now purchase a course to help you advance your career from financeleaderacademy.com. It's called Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.

Career Adventure Audio Experience w/ Nate Clayberg
Jody Maberry's Adventure: Financial Analyst, Park Ranger, Podcast Entrepreneur (E.017)

Career Adventure Audio Experience w/ Nate Clayberg

Play Episode Listen Later Jul 8, 2022 29:49


In this episode, you get to meet someone who, unknowingly, connected me to so many people that have had a big impact on my work and how I have found purpose. Jody Maberry began his career as a Financial Analyst then went to work for the National Park Service and ended up hosting and producing podcasts for former Disney Parks leaders and has interviewed countless entrepreneurs. He unpacks how an opportunity was created after interviewing former VP of Disney World Lee Cockerell turned into a whole new career for him, and how the COVID-19 Pandemic opened up more doors for Jody and his clients. But you may be surprised he still aspires to be back as a leader in a park service. The links to reference from this episode: Jody on Instagram Jody on Linkedin Jody on Twitter Jody on Facebook Jody Maberry Show www.JodyMaberry.com --- Continue to enjoy this journey, share, and subscribe to 'The That's a Job? Podcast' on Spotify, Apple Podcasts, or wherever you get your podcasts. The That's a Job podcast is presented by Career Adventure Academy - Discover the work you are wired to do. Do you know a high school student looking to figure out their next step after graduation? CHECK OUT THE NEW COLLEGE & CAREER DISCOVERY COURSE, get lifetime access at www.nateclayberg.com Let the Adventure Begin! Nate Clayberg is a COLLEGE & CAREER NAVIGATOR that has guided hundreds of students to envision their future to purposeful life beyond education. Connect with Nate Clayberg on Social Media: Instagram LinkedIn Facebook Twitter This podcast is a need10 Media production www.nateclayberg.com

GovExec Daily
The Federal Government Role in Student Loan Servicing… And How It Can Be Fixed

GovExec Daily

Play Episode Listen Later Jun 27, 2022 26:59


Total student loan debt in the U.S. is estimated to be worth trillions of dollars. College debt affects millions of borrowers. And according to the Federal Reserve, the average student loan debt per borrower is more than $30,000 per student. The federal government has a role in the way that student debt is administered, especially as forgiveness has come to the front of the broader political conversation. Ben Kaufman is the Director of Research & Investigations at the Student Borrower Protection Center. Prior to joining SBPC, he worked as a Financial Analyst at the Consumer Financial Protection Bureau and in investment banking at JPMorgan. As part of our #MoneyMonday series, he joined the show me to discuss student debt and the governments role in administering it.

Elevator Careers
Dominik Sachsenheimer: Advisor For Independent Elevator Companies

Elevator Careers

Play Episode Listen Later Jun 20, 2022 21:16


In this episode, Dominik Sachsenheimer, President of Maven Group talks about his beginnings as a Financial Analyst for Otis Elevator to leading mergers and acquisitions for all of North America. Along the way, Dominik realized he really wanted to be an entrepreneur, so in 2016, Dominik founded Maven Group to provide advisement services to owners of independent elevator companies, as they are contemplating selling their businesses. 

Jobs Blow Podcast
The Devils in the Details, with financial analyst and author, Nick Girard

Jobs Blow Podcast

Play Episode Listen Later Jun 14, 2022 44:22


Jobs Blow gets a visit from Nick Girard, a financial analyst at State Street and author of the novel, “In The Beginning,” a retelling of the story of creation (Old Testament) where God is the antagonist and Lucifer is the rebel who established the true paradise.  Raised as a Christian, Nick's insider view of the cost of repeated catastrophes caused him to reexamine his childhood faith and reassess his view of God and his modus operandi – is God truly loving, or is it all a ruse to keep humans engaged and worshipful for his pleasure? Why does God allow tragedy on an almost daily basis? George Michael sang, "You gotta have faith."  Nick disagrees.

The Six Five with Patrick Moorhead and Daniel Newman
Ep126: Talking AMD Financial Analyst Day, Apple, Pure Storage, Cloudera, Quantinuum, Oracle-Cerner

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 11, 2022 43:42


Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   AMD Financial Analyst Day https://ir.amd.com/news-events/financial-analyst-day https://twitter.com/PatrickMoorhead/status/1534973894964170774?s=20&t=H-Lk5juT8BG2dxww7vZTug   Apple WWDC https://developer.apple.com/wwdc22 https://www.cnet.com/tech/mobile/wwdc-2022-recap-ios-16-everything-else-apple-announced-yesterday/   Pure Storage Updated Portfolio https://www.forbes.com/sites/moorinsights/2022/06/09/pure-storages-updated-portfolio/   Cloudera https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/ https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/   Quantinuum InQuanto https://www.forbes.com/sites/moorinsights/2022/06/08/quantinuum-announces-inquanto--an-advanced-computational-chemistry-platform-for-quantum-computers/   Oracle - Cerner a Go https://www.oracle.com/news/announcement/oracle-purchase-of-cerner-approved-2022-06-01/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leaders Of Tomorrow Podcast
281 | Mitchell Lowry | Adding Real Value to the World

Leaders Of Tomorrow Podcast

Play Episode Listen Later Jun 1, 2022 53:21


In today's episode of Leaders of Tomorrow, Chris interviews Mitchell Lowry, an amazing young leader who worked with Student Works back in 2014-2015.    He graduated from McMaster University in 2018 and today he works as a Business Development Manager at RBC Global Asset Management.   You will find out a little bit about Mitchell's background before he joined the Student Works Management Program and then he will talk about his experience in the program and his biggest takeaways.   Mitchell will also share details about his career path after he left Student Works.    So, you will find out about his experience as a Group Production Leader and as a Financial Analyst at General Motors, as well as about his experience as a Business Development Manager at RBC Global Asset Management.   He will also reveal his biggest mistakes and failures and the lessons he learned from them and will talk about the key secrets to a great career and a happy life.   You will find out the reasons why being too hard on yourself will not get you to success.   Mitchell will also talk about some essential habits that he learned to build at Student Works and much more.   Join Chris and Mitchell as they discuss the key secrets to achieving success and adding real value to the world. What You Will Learn In This Show: Mitchell's background before he joined the Student Works Management Program Mitchell's experience with Student Works and his biggest takeaways Mitchell's experience as a Business Development Manager at RBC Global Asset Management Mitchell's  biggest mistakes and failures and the lessons he learned from them The reasons why being too hard on yourself will not get you to success The key secrets to a great career and a happy life Key habits that Mitchell learned to build at Student Works And so much more...   Resources: studentworks.com Mitchell Lowry's Linkedin Book: Fierce Conversations

Insights for IT Negotiations
ServiceNow Financial Analyst Day 2022 – Key Takeaways

Insights for IT Negotiations

Play Episode Listen Later May 26, 2022 12:29


ServiceNow held its annual Financial Analyst Day ahead of Knowledge '22 this week, and there many key takeaways that current and new customers need to be aware of. ServiceNow is focused on expanding customer portfolios to include as many products within their 4 workflows (Technology, Customer, Employee and Creator) as they can. Their goal is to further entrench their solutions while also increasing customers' annual spend. In this podcast, our ServiceNow Practice Leader, Adam Mansfield, discusses what customers should expect from ServiceNow as they push forward to become a $11B+ company by 2024. He also shares how customers can leverage ServiceNow's clear goals during their upcoming negotiations and renewals. Host: Adam Mansfield: https://bit.ly/3rPGp8r ServiceNow Commercial Advisory Services: https://bit.ly/3ls6VDt

Marriage, Kids and Money
My Roth IRA is Losing Money. Why? (w/ Meghan Rabuse) + Mortgage Free in 2 Years (Kevin from Indiana)

Marriage, Kids and Money

Play Episode Listen Later May 23, 2022 38:30


Is your Roth IRA losing money and you don't know why? Meghan Rabuse, aka the Family Finance Mom, joins me to discuss why your investment accounts might not be growing lately. We discuss the state of the stock market and what investors can do to stay calm in uncertain times. Also, Kevin from Indiana just paid off his mortgage in just 2 years! He shares what this huge financial milestone means for his family tree.  SPONSORS M1 Finance: You've done your research. Let M1 investing automation do the heavy lifting. Tello:  Our family's mobile phone provider. Great service on the T-Mobile network and incredible prices! RESOURCES Family Finance Mom (website):  https://familyfinancemom.com/  GUEST BIO Meghan spent nearly a decade as a Financial Analyst, before spending the last 7+ as a SAHM to three little ones. She shares simple money tips for moms to help their family reach their financial goals by building a financial plan they can LIVE with! OTHER EPISODES YOU MIGHT LIKE Family Wealth and Happiness:  10 Steps to a Better Tomorrow (Today) How We Paid Off Our 15 Year Mortgage in 5 Years 50% to 10%:  Why We're Happy Saving Less in FIRE Journey MKM RESOURCES MKM Coaching:  Request a free 15-minute consultation today YouTube:  Subscribe for free to watch videos of these episodes and interviews Instagram:  Follow our IG channel Voicemail:  Leave your question or comments here  Merch Store:  Check out our t-shirts, hoodies, and coffee mugs! DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Podcast Artwork:  Liz Theresa Editor:  Podcast Doctors

The Silicon Valley Podcast
135 Wealth Beyond Your Startup with Marcel Pfister

The Silicon Valley Podcast

Play Episode Listen Later May 18, 2022 42:33


135 Wealth Beyond Your Startup with Marcel Pfister   Marcel is Wealth Advisor at Farther, where he advises startup founders and early-stage employees on holistic wealth management solutions. He enjoys being part of his clients' wealth-creation journey, from starting a business to navigating a potential exit, as well as strategizing the best and most efficient ways to leave a legacy for the next generation.  Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sachs, advising entrepreneurs, public executives, and non-profit organizations. He started his career as a Financial Analyst at Blackrock. Marcel was born and raised in Germany. At the age of 19, he moved to the United States to attend Drexel University where he obtained a degree in Finance.   We talk about When should one start to talk about wealth management or tax strategist in the Merger or Acquisition process of their company? Are there any rumors of regulation changes that might take place in the next year or so...? What are some of the biggest tax issues that founder and early employees at a company face? What are some ways that an early employee can sell shares in a private company? And much more Connect with Marcel Pfister marcel@farther.com 215-317-7077  https://www.linkedin.com/in/marcel-pfister1/

Leaving The Nest
Episode 17: Every Job is an Opportunity - Career Advice with Karen Long

Leaving The Nest

Play Episode Listen Later May 5, 2022 28:20


Episode 17: Every Job is an Opportunity; Advice from Karen Long  To all the aspiring entrepreneurs out there, what's going through your minds as you get close to graduation? Or have you already graduated and you're waiting for that right opportunity to present itself? Hey there, listeners! Welcome back to another episode of Leaving the Nest. I'm your host, Kathleen Pellegrino from ROCS Grad Staffing. Our mission is to help you find a job out of college and thrive in the real world. Today I have with me one of my clients, Karen Long.  She is the President and Founder of Streamline Government Contracts and she's here today to share her story.  Throughout her career, Karen has worked as a Director of Operations, Contracts Manager, and Financial Analyst, and she founded her own company back in 2012. In today's episode, we'll hear more about Karen's journey and I hope her advice and tips will help you in yours.  I'm so excited for you to meet her, she's super sweet and very easy to talk to, so let's go ahead and welcome her to Leaving the Nest! And don't forget to leave us a review wherever you're listening and share this podcast with the recent college grads you know.   Enjoy! In This Episode: [01:26] - We're introduced to our guest for today's episode, Karen Long. [04:09] - Karen shares what her experience was like leaving the nest. [06:10] - Karen took on second jobs to help supplement her income early in her career. [07:35] - Teaching in a private school wasn't a good fit for Karen; so after years of attempting to get into the public school system, Karen decided to make the change to the business world instead. [10:06] - We learn about Karen's next step in working for Vantage and what she thought about her experience there. [13:01] - Karen was encouraged to continue with her collegiate career and earn her MBA. [14:23] - The value of making connections and working temp jobs, according to Karen. [15:42] - Karen admits that she resigned with a year still to go on her MBA.  This is how that experience changed the course of her life and led to the idea that became Streamline. [17:17] - We hear what Karen was feeling as she was venturing out to start her new company.  [18:00] - What is government contracting and how does Streamline help those in the DC area? [21:12] - How have things been going at Streamline since 2012? [22:44] - Streamline has always been a remote workforce and was ahead of the times before the COVID-19 lockdowns put the rest of the world into remote work.  [23:48] - What advice would Karen give to aspiring entrepreneurs?  [24:51] - Karen has a message for recent college grads about what lies ahead after leaving the nest. [26:45] - Here's how to contact Karen. ‍ Connect with Karen: LinkedIn ‍Connect with the ROCS Grad Staffing Team: Visit our Website: ROCS Grad Staffing Current Job Openings Give us a call at: 703-579-6677 Send us an email: info@rocsjobs.com Check us out on social: ROCS Facebook Page ROCS on Instagram ROCS Grad Staffing LinkedIn Company Page

RISE Real Estate Investing Podcast
Ep. 80: Building a $25M+ Portfolio in Toronto

RISE Real Estate Investing Podcast

Play Episode Listen Later Apr 29, 2022 52:49


Sahil is a Wilfrid Laurier University graduate who worked his way as a Financial Analyst on Wall St. transitioned into Real Estate starting with $80k as a Real Estate investor and Investment specialist with buyers and managed a personal portfolio of $25m own 17 properties in Toronto and 32 Doors.   Got his Realtor License in 2014 and in 7 years have sold over $250m Real Estate transactions winning awards - REMAX Diamond Award, Top 30 under 30, Hall Of fame, Platinum awards &C (2015-20), TOP 1% on TREB.   Mentor students every year and also own an $8m Commercial fund co-founded in 2018     In this episode we discussed:   Why he chose to build his portfolio in Toronto How to Invest and add value in Toronto How his team has grown over the years What to look for when investing in Toronto and when to redevelop properties Managing risks and market cycles     and much more   Follow Sahil Jaggi on Instagram at: https://www.instagram.com/minkrealestate/ Follow Mayu on Instagram at: https://www.instagram.com/mayu.thava/ Follow Austin on Instagram at: https://www.instagram.com/austinyeh6/ Follow the RISE Network Facebook at: https://www.facebook.com/groups/risenetworkevent Follow the RISE Network Instagram at: https://www.instagram.com/risenetworkevent/

Brendan O'Connor
Newspaper Panel

Brendan O'Connor

Play Episode Listen Later Apr 24, 2022 55:55


On today's panel - Alison O'Connor, Political Commentator, Irish Examiner; Daniel Howard, Secondary School Teacher; Anna Bazarchina, Barrister and Karl Deeter, Financial Analyst.

GEMS with Genesis Amaris Kemp
Ep. 373 - Unexpected Tragedy Inspired the Unexpected Business with Latia Parker

GEMS with Genesis Amaris Kemp

Play Episode Listen Later Apr 12, 2022 33:59


You TEST is your TESTIMONY or TESTAMENT! Instead of saying "Why Me" say "Why Not Me". In this segment, Latia Parker discusses coping with the impacts of cancer and supporting the oncology community. She shares how her father's battle with pancreatic cancer and is passing led her to the work she is doing now. See video here - https://youtu.be/IVHB40PLgK0 WHO IS LATIA? Latia M. Parker is the Founder and Executive Director of the Curtis P. Crowner Foundation Inc, an organization that provides resources to support the oncology community. She is also the owner of the Oncology Spa by CPC, a wellness facility that provides cancer patients with comforting therapeutic services, such as massages and facials. In addition, she is a proud author of “Coming Out: The Valley Is No Longer An Option.” Mrs. Parker is an experienced and knowledgeable Financial Analyst, who served on a non-profit financial board performing several accounting functions and managing the organization funds. She also, worked as a Financial Analyst for the Department of Defense Agency, managing funds for several government programs, providing budgetary guidance, financial policies and procedures, and maintaining/analyzing budget reports. She received her college degree in Accounting and Business Management and had desires of becoming a Certified Public Accountant. However, her focus changed in 2020, after the passing of her father from pancreatic cancer. She helped care for him from the time of his diagnosis and understands firsthand the great and comprehensive burden cancer can bear. Latia was compelled to help other families that have been impacted by the disease. As a result, the Curtis P. Crowner Foundation, Inc, and the Oncology Spa by CPC was born. LATIA'S CALL TO ACTION Purchase devotional book or donate to the foundation instagram.com/thecpcfoundation Instagram.com/oncologyspabycpc Instagram.com/mrz_parker_ Facebook.com/Curtis P. Crowner Foundation Facebook.com/Oncology Spa by CPC GENESIS'S INFO https://thehello.llc/GENESISAMARISKEMP CALL TO ACTION Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends. **REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential. If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at GEMSwithGenesisAmarisKemp@gmail.com --- Send in a voice message: https://anchor.fm/genesis-amaris-kemp/message Support this podcast: https://anchor.fm/genesis-amaris-kemp/support

The Resilient Recruiter
How to Make Your Recruitment Company the Best Place to Work, with David Cathey, Ep #120

The Resilient Recruiter

Play Episode Listen Later Apr 5, 2022 64:36


Best results come from the best talents, and the best talents can be found in the best places to work. How do you make your recruitment company a top place to work? My guest, David Cathey, reveals their standards and practices that made his firm, Unity Search Group, amongst the Dallas Business Journal's Best Places to Work for three years running. David is a Partner at Unity Search. He oversees Unity's finance, accounting and tax consulting/contract, Unity's IT division and Unity's practice development, including training and development of our core team members, along with client development, relationship management and candidate recruiting. Episode Outline and Highlights [01:24] How David and I got acquainted via podcast. [03:45] Discussion on training and why it is important to approach different learning modalities. [08:50] David reveals Unity Search's ‘train-the-trainer' approach and how it builds a supportive environment for newly hired recruiters. [14:30] The advantages of growing your own talent versus hiring someone with years of experience. [19:30] Hear best practices when hiring rookie recruiters. [24:22] Know more about Unity KPIs, standards, and how they build a culture of accountability. [29:33] Great ideas on gamifying your KPIs to drive a self-managing culture. [35:06] Distinction between micromanagement and helping your team to be successful. [41:30] Are client visits still ‘fashionable' for recruiters? [50:05] The problem with Vendor Management Systems (VMS) - and how to avoid them. [53:55] David shares his battle with the ‘impostor syndrome.' [1:02:00] What is next with Unity Search? Continuous Learning and Establishing a Culture of Accountability In our conversation, you will hear David shared Unity Search's approach on team development focusing in the following areas: The importance of continuous learning and approaching different learning modalities Best practices in hiring inexperienced recruiters  Train-the-trainer approach  How to get consistent results by establishing a self-managing culture and accountability Why It's Time to Start Doing Client Visits Again Because of the pandemic, most recruiters stopped or drastically reduced the number of in-person client meetings. The advent of technology also made it possible for recruiters to engage via Zoom or MS Teams which brings us to the question: “Are client visits still relevant when it comes to recruitment?” Dave shared how client visits are one of his team's KPIs and how meeting clients face-to-face is more relevant than ever, now that pandemic related restrictions are getting more lenient. He shared his philosophy behind it, “You are not going to date someone long term and develop a long-term relationship if you haven't seen them face-to-face.” David explained that the pandemic really took that in-person element away because everybody was working remotely.  He then elaborated, “What ended up happening at least for our business … is your client visits turned to just phone call check-ins.” Now that restrictions have been lifted, David is making sure his team is taking the opportunity to get back out there and get in front of them. If you are running a local desk, this is something that you may want to look at to further engage with your clients and establish more connections. As Dave shared, “Sometimes meeting them for a cup of coffee, they love that because they are going out of their house.” Are You Struggling with Impostor Syndrome? If you are experiencing persistent self-doubt on your skills, talents and accomplishments, you may be suffering from impostor syndrome. This is like an elephant in the room that talented recruiters and recruitment business owners may be hesitant to discuss but it is something that everybody feels every once in a while. David courageously shared his battle with the impostor syndrome and how he overcame it.  “I've really worked on changing my attitude towards impostor syndrome” David stated. You may be able to relate on how it can hold you back in your career or how it can make it difficult to engage with a client. David realized that it is actually rooted in fear and not getting out of his comfort zone. He then shared how he turned it into a benefit for him and the steps he took to get out of that comfort zone. I hope that you too can appreciate the nuggets of wisdom in this part of the interview. Our Sponsors This podcast is proudly sponsored by i-intro®.  i-intro® is an end-to-end retained recruitment platform. Our technology and methodology allows recruiters to differentiate themselves from the competition, win more retained business, bigger fees and increase their billings. Be sure to mention Mark Whitby or The Resilient Recruiter for a 25% discount. Book your free, no-obligation consultation here: www.recruitmentcoach.com/retained  David Cathey Bio and Contact Info David's experience includes over 15 years of executive recruiting on both a direct hire basis and consulting/contract recruiting basis. Throughout his recruiting career, his primary focus has been in accounting, finance, tax and information technology. After spending time as a Financial Analyst and Senior Pricing Manager for a large multinational organization, David began his recruiting career with one of the largest, US domestic recruiting firms, working in the Dallas/Fort Worth market for over 7 years. He established himself as a top performer in the organization, earning multiple incentive trips throughout his time as a producer.  At Unity Search, David's focus remains in development of core information technology, accounting, finance, and tax recruitment and consulting for (and with) our clients. David's focus on being relationship driven and process oriented allows Unity Search to service our clients at our best. David on LinkedIn Unity Search website link Unity Search on YouTube People and Resources Mentioned Bob Marshall on LinkedIn Joe Slenning on LinkedIn Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach   Subscribe to The Resilient Recruiter  

InSecurity
Bill Hunter: Water Can Flow or It Can Crash

InSecurity

Play Episode Listen Later Mar 25, 2022 60:39


    "Be Water, My Friend. Empty your mind. Be formless, shapeless, like water. You put water into a cup, it becomes the cup. You put water into a bottle, it becomes the bottle. You put it into a teapot, it becomes the teapot. Now water can flow or it can crash. Be water, my friend."  -- Bruce Lee   After all of the bullshit of the past couple of years… what do you do? How do you evolve? In these turbulent times, are we reinventing ourselves? Are we reimagining ourselves? Are you a sequel? Are you a reboot? We're stepping well outside the normal conventions of our tech industry chats for this one. Matt Stephenson welcomes back C-Suite Exec and Board Member at Large Bill Hunter to for a free for all chat about what life looks like for an industry leader and corporate executive as we are supposedly entering a post-pandemic world. What do you do to stay sane after the recent insanity? Be Water My Friend… so sayeth the Master. About Bill Hunter   Bill Hunter is Strategic and Financial C-Suite Executive and Board Member as well as SPAC leader. He is a respected and experienced Industrial and Renewable Materials Private Equity and C-Suite professional helping to transition companies in an ESG focused environment. Bill is on the Board of Directors at American Battery Metals Corp., AMCI Euro-Holdings BV and Advent Technologies Holdings, Inc. He was previously employed as a President, CEO, CFO & Director by AMCI Acquisition Corp., a Managing Director by Dahlman Rose & Co. LLC, a Vice President by BMO Nesbitt Burns, Inc. (US), an Associate by NatWest Markets Equity Corp., a Financial Analyst by KPMG LLP, a Principal by Jefferies LLC, and a Principal by TD Securities (USA) LLC. He also served on the board at Nomura Securities International, Inc. and Teneo Capital LLC. He received his undergraduate degree from DePaul University, an MBA from Kellstadt Graduate School of Business and an MBA from DePaul University     About Matt Stephenson My name is Matt Stephenson (@packmatt73) and I have hosted podcasts, videos and live events all over the world which put me with experts on every corner of the cybersecurity landscape. pm73media is my first solo endeavor. On this platform and others to come, I will continue to expand upon the tradition we started with the Insecurity podcast as I seek out the leading minds in the tech industry and beyond. I am always looking for fun people who may break things every now and again. In 20 years in the ecosystem of Data Protection and Cybersecurity I have toured the world extolling the virtues of Artificial Intelligence and Machine Learning and how, when applied to information security, these technologies can wrong-foot the bad guys. Whether in person, live virtual events or podcasting, I get to interview interesting people doing interesting things all over the world of technology and the extended world of hacking. Sometimes, that means hacking elections or the coffee supply chain... other times that means social manipulation or the sovereign wealth fund of a national economy. Wherever I go, my job is all about talking with the people who build, manage or wreck the systems that we have put in place to make the world go round... If you tuned in to any of my previous podcasts, there's great news…! pm73media is here! I will be bringing the same kind of energy and array of guests you know and love. Best part? We're still at the same spot. You can find it at Spotify, Apple, Amazon Music & Audible as well as GooglePlay, Gaana, Himalaya, I Heart Radioand wherever you get your podcasts!   Make sure you Subscribe, Rate and Review!