Podcasts about ge capital

In this episode of The Distribution, host Brandon Sedloff sits down with Greg Bates, CEO of GID Investment Advisors, to explore how a 65-year-old private company is navigating today's real estate landscape with a focus on long-term value creation, vertical integration, and investor alignment. Greg shares his journey from growing up in a competitive family in Massachusetts to building and leading major investment platforms at GE Capital, and eventually joining GID. He discusses the evolution of multifamily and industrial real estate, the rising role of private credit, and how GID is positioning itself to remain disciplined and focused amid shifting market conditions and investor expectations. This episode covers: The value of vertical integration and why GID avoids third-party property management How GID thinks about product-market fit, partner alignment, and long-term capital Lessons from building businesses inside GE Capital and transitioning to entrepreneurial leadership The benefits and challenges of raising institutional capital while staying focused on alpha GID's approach to innovation, including AI, ESG, and building a captive insurance platform Greg also reflects on market cycles, the risks of chasing trends, and why he believes great outcomes come from buying high-quality assets and holding them through time. This is a wide-ranging conversation with an experienced operator and investor leading one of the country's most respected real estate investment firms. Past results are not indicative of future performance. This podcast is not intended as investment advice and is for information purposes only. GID is a client of Juniper Square. Links: Greg on LinkedIn - https://www.linkedin.com/in/greg-bates-164809b/ GID - https://gid.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:45) - Greg's background and career (00:13:33) - Lessons learned in building companies (00:18:22) - Advice for folks changing companies (00:20:41) - Joining GID (00:22:29) - GID as an organization today (00:26:22) - Capitalization  (00:29:36) - Developing products and ideas (00:37:25) - Vertical integration (00:42:09) - The state of the market in 2025 (00:46:32) - The future of multifamily and industrial  (00:51:18) - Credit as a more durable business line (00:53:11) - The motivation to continue building GID (00:56:40) - AI and data 

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

Gary Hamel on Leading the Revolution Part 1   In this episode, renowned business thinker Gary Hamel discusses his book 'Leading the Revolution' with Aidan McCullen, offering an innovative action plan for companies or individuals aiming to stay ahead of the industry. Drawing on successful examples from companies like Charles Schwab, Virgin, GE Capital, and profiling innovators like Ken Kutaragi of Sony PlayStation, Hamel shares how to grow and innovate amidst market chaos. He explores the origin of revolutionary business concepts, key criteria for building activist-friendly and revolutionary-ready companies, the dangers of becoming ‘one vision wonders,' and harnessing employee imagination. The conversation also reflects on business failures, the cyclical nature of market success, and the essential need for continuous reinvention. Join for invaluable insights on thriving in turbulent times.   00:00 Introduction to Industry Revolutionaries 00:41 Exploring Revolutionary Business Concepts 00:48 Key Criteria for Building Revolutionary Companies 00:55 Avoiding One Vision Wonders 00:59 Harnessing Employee Imagination 01:11 Practical Advice for 21st Century Success 01:23 Welcoming Back a Business Thinker 01:50 Insights from Leading the Revolution 02:37 Honoring Professor Paul Hamel 03:23 Corporate Climate in 2000 03:56 Technological Advancements and Market Shifts 04:43 The Importance of Innovation 05:16 Challenges for Established Companies 06:15 Digital Transformation and Its Pitfalls 06:53 Investment in Technology 09:04 Organizational Orthodoxies 10:42 The Danger of Unchallenged Assumptions 11:19 Examples of Missed Opportunities 15:25 The Future of Retail and Education 17:23 The Importance of Humility in Leadership 18:24 Case Study: Sony's Rise and Challenges 20:44 Leadership and Organizational Dynamics 23:31 Encouraging Innovation from the Periphery 24:32 Case Study: Haier's Entrepreneurial Platform 29:07 Changing the Rules for Success 31:17 Forming Partnerships with Young Companies 32:22 Understanding Innovation Risk 36:31 De-Risking Innovation 37:55 The Importance of Intellectual Commitment 39:17 Challenges of Business Model Innovation 44:37 Strategic Planning vs. Strategy 50:27 The Illusion of Corporate Vitality 59:11 The Need for Innovative Leadership 01:01:13 Conclusion and Next Steps   Find Gary:

On this episode, we sit down with Rob Israch, President of Tipalti, a global finance automation powerhouse. With over 20 years of leadership experience, Rob has been instrumental in driving 100x growth at Tipalti, helping the company reach a staggering $8.3 billion valuation. Under his leadership, Tipalti has earned a spot on the Deloitte Technology Fast 500 and Inc. 5000 lists for seven years straight.Rob shares insights from his impressive career—spanning growth strategy, marketing, alliances, and international expansion—including his time at NetSuite, Intuit QuickBooks, and GE Capital. Tune in to hear how he's helped scale companies to industry dominance and what's next for the world of finance automation! Hosted on Acast. See acast.com/privacy for more information.

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Press ReleasesSecretary Bessent Announces Intention to Appoint First Deputy Comptroller of the Office of the Comptroller of the CurrencyFebruary 7, 2025WASHINGTON – Secretary of the Treasury Scott Bessent today announced his intention to appoint Rodney E. Hood as a Deputy Comptroller and to designate him the First Deputy Comptroller of the Office of the Comptroller of the Currency (OCC). In this role, Mr. Hood will also serve as Acting Comptroller of the Currency.“The strong leadership and career experience of Rodney Hood will strengthen the OCC's efforts to ensure the safety and soundness of the banking system while also enhancing economic growth," said Secretary Bessent.“I remain steadfastly committed to serving the American people and the banking system by creating a regulatory structure that fulfills our obligations, fosters innovation, and promotes financial inclusion, including those Americans who have been debanked and underserved,” said Mr. Hood.The OCC is a bureau within the Department of the Treasury, and the Comptroller of the Currency is appointed by the President with the advice and consent of the Senate. By statute (12 U.S.C. § 4), the Treasury Secretary is responsible for appointing up to four Deputy Comptrollers of the Currency and designating one as the First Deputy Comptroller. During a vacancy in the position of Comptroller, the First Deputy Comptroller possesses the powers and performs the duties of the office of Comptroller.Mr. Hood was previously confirmed by the U.S. Senate in 2005 and again in 2019 to serve on the National Credit Union Administration Board. In 2019, President Donald J. Trump designated him as Chairman of the NCUA Board.  Before entering public service, Mr. Hood held senior roles in retail finance, commercial banking, affordable housing, and community development at JPMorgan Chase, GE Capital, Bank of America, Wells Fargo, and North Carolina Mutual Life Insurance Company.A North Carolina native, Mr. Hood holds a bachelor's degree from the University of North Carolina at Chapel Hill.

Join us as we talk to Raja Debnath, the Managing Director of Veefin about their story. Raja holds a BE from the Maharashtra Institute of Technology, an MMS in Marketing from the Jamnalal Bajaj Institute of Management Studies, and an MBA from Saïd Business School, University of Oxford. Over his career, he has held several prominent roles, including Manager at Whirlpool, Citi and ABN AMRO Bank N.V., Zonal Head at GE Capital, and Country Head at Kotak Mahindra Bank. He also served as Managing Partner at Cogence Labs and contributed to esteemed organizations like EY and IFC in various capacities. Additionally, Raja has acted as an advisor to The London Institute of Banking and Finance and as an investor in ventures such as TREDX and CAYESH. Since 2019, he has been serving as the Managing Director of Veefin.

Tom Gentile has been an Executive leading large multinational companies (15,000+ employees and $3B+ AUM) for the past 20 years. Including being the former CEO of Spirit Aerosystems, President of GE Capital, and VP of CBS. He is the former Chair of the Aerospace Industries Association (AIA) and serves on the Advisory Board to the Smithsonian National Air and Space Museum.  Tom has a degree in economics from Harvard University and an MBA from Harvard Business School. And he studied international relations at the London School of Economics. If you enjoyed this episode please share it with a friend. It helps me out a lot. https://podcasts.apple.com/vg/podcast/real-conversations/id1594231832 Jacob's Instagram: https://www.instagram.com/jacoboconnor/ Real Conversation's Instagram: https://www.instagram.com/real.conversations/ YouTube Channel: https://www.youtube.com/@jacob-oconnor

Welcome back to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Today's guest is Richard Neff, a proven operator and operating partner with decades of experience in private equity and a 25-year career at GE Capital and GE Healthcare. In this episode, Richard shares insights into the investor-operator relationship, the importance of infrastructure, and lessons learned from GE's legendary playbook for growth and transformation.Breakdown; [00:00] Reflecting on 2024 and looking ahead to 2025.[00:28] Introduction to Richard Neff: His background in healthcare, tech-enabled services, industrial services, and 25 years at GE.[00:57] One common private equity mistake: Over-ambitious plans versus focused execution.[02:17] What typically moves the needle in $20M revenue businesses: Human capital and growth initiatives.[03:38] Key areas private equity firms can better align with portfolio executives.[04:36] The gap between evaluators (investors) and doers (operators): Surprises post-acquisition.[06:29] The infrastructure gaps often missed: Sales team depth, product development, and capability issues.[07:53] Why infrastructure and capability investment is underestimated and often delayed.[09:21] Richard's experience at GE Capital: A private equity-style approach to business building.[10:49] How GE executed a structured playbook for M&A, growth, and cultural integration.[11:45] Lessons from managing hyper-growth businesses pre- and post-financial crisis.[12:44] Richard's key takeaways from GE:The value of a structured 100-day plan.Building global networks and talent development.Creating a sense of belonging and shared purpose.[14:36] Applying GE's lessons to smaller portfolio companies: Building camaraderie and engagement.[15:35] The power of networking within private equity portfolio companies.[16:58] Why private equity firms often miss the value of connecting their C-suite leaders.[18:26] Richard's influences: His diverse reading list including Fast Company, Wired, and Financial Times.[19:47] Encouraging problem-solving and situational adaptability through varied experiences.[20:13] How to contact Richard Neff. To be added to the book waitlist, you can email alex.offer@raw-selection.comThank you for tuning in! Connect with Richard on LinkedIn here. To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Today, we're diving deep into the intricacies of decision-making, risk, and career development with our esteemed guest, Steve Mann. With an impressive track record in finance and a bold entrepreneurial spirit, Steve shares invaluable insights from his career journey—from commercial banking in Baltimore to strategic roles at Microsoft, and now, venturing into disruptive innovations and startups. In this episode, Steve and Elena unpack the art of risk assessment, the importance of achieving clarity before making decisions, and how over-analysis can hinder opportunities. Steve's approach to financial analysis, focusing on income statements and balance sheets over CEO reports, offers a fresh perspective for aspiring professionals. We also explore the significance of mentorship, personal development, and the delicate balance between technical expertise and effective management. Steve's reflections on his career shifts, decision-making processes, and passion for innovation provide a roadmap for anyone looking to navigate the complex world of tech and finance. So, whether you're aiming to grow in your career, embrace entrepreneurial challenges, or simply understand the dynamics of effective decision-making, this episode promises to deliver crucial takeaways and thought-provoking discussions. Tune in to learn from Steve's experiences and get inspired to make your own impactful decisions. Time Stamps: 00:00 Banking career: commercial lending, GE Capital, MCG 04:56 Shift from Microsoft to personal entrepreneurial pursuits. 07:45 Intimidated by analytical finance skills, lacking creativity. 13:19 Assessing credit risk involves uncertainties and assumptions. 15:24 Entrepreneurial upbringing fostered risk-taking mentality. 17:56 Desire for decision-making and entrepreneurial involvement. 21:26 I just want to create, not be CEO. 25:04 Companies struggle with talent after 50 employees. 30:32 CEOs' decisions impacted by unexpected inflation trends. 34:15 Tech sector favors generalists over specialists. 35:41 Develop diverse mentorships: broaden perspectives, expand opportunities. 40:55 Assess impacts of acting and not acting. 42:09 Tim Ferriss's the cost of inaction approach Connect with Steve: https://www.linkedin.com/in/swmann/ Follow Elena: LinkedIn: https://www.linkedin.com/in/elenaagaragimova/ Instagram: https://www.instagram.com/elenaagaragimova/ Listen on: Apple: https://podcasts.apple.com/us/podcast/shift-with-elena-agar/id1530850914 Spotify: https://open.spotify.com/show/5UKh6dWcuQwJlmAOqD8wij --- Support this podcast: https://podcasters.spotify.com/pod/show/elenaagar/support

In this episode, Bart De Muynck, Strategic Advisor and Supply Chain Expert, joins Host Brian Glick, CEO of Chain.io, to discuss: Evolving technology across supply chains from the early days to now Technology implementations and the importance of organizational change when getting started Staying competitive with technology The future of AI in supply chains What supply chain pros should expect for 2025 any beyondBart De Muynck is an Industry Thought Leader with over 30 years of Supply Chain and Logistics experience. Bart has worked for major International companies such as EY, GE Capital, Penske Logistics, PepsiCo as well as several Tech companies. Bart spent 8 years as a VP of Research at Gartner and most recently served as the Chief Industry Officer at project44.

This week Nick talks to Matt Timmins Matt was appointed to the FINTEL Board in May 2010 after joining in 2002, bringing extensive expertise in sales, marketing, and mergers and acquisitions. He has cultivated strong relationships with key distribution partners and holds a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing (CIM). With a background that includes various marketing roles at GE Capital, Misys, and DBS Financial Management, Matt combines deep industry knowledge with strategic leadership. Nick and Matt talk about Matt's career, how FINTEL grew out of SimpyBiz to becoming the UK's leading financial services platform.Matt's book choice where:Rich Dad Poor Dad: by Robert T. Kiyosaki https://www.amazon.co.uk/Rich-Dad-Poor-Teach-Middle/dp/1612680194Greenlights by Matthew McConaughey or the Audio Book ,Matt music choice's where:Urban Hymns - The Verve https://open.spotify.com/album/52AeC4gwbxDfFlLHgK1ByDOrinoco Flow (Sail Away) by Enyahttps://open.spotify.com/track/0Fyj9w0HVfjoxm9S8nGCltFix You by Coldplayhttps://open.spotify.com/track/7LVHVU3tWfcxj5aiPFEW4QThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Special Guest: Dr. Pauline Crawford -Founder & Chief Vision Officer of Corporate Heart International, Author, International Speaker, and Program Director for the International University of Entreprenology     Points covered  ·        Intergenerational collaboration, ·       Listening across age groups, ·       Life learning (entreprenology PHD Life Credentials), ·       Social entrepreneurship enlightenment ·       reinforcing the mission of bridging generations to create shared prosperity and purpose   Biography Dr. Crawford is a true visionary, with over 30 years of entrepreneurial consultancy experience, she has dedicated her life to empowering leaders to create people-centric collaborative cultures that generate value. Her mission, as The Conversation Game Changer, has taken her across the globe, where she has worked with clients in Europe, Asia Pacific, and the United States.   She is the founder of Corporate Heart International, established in the UK in 1999, a Performance Consultancy, with the mission to release the full potential of leaders, managers, and employees. Conducting original research on Workplace Culture, 2003/4 Dr. Crawford has developed a personal assessment and conversation tool called Gender Dynamics Intelligence (GDI©) and Workplace Wellness Culture Transformation© experiences, including key programs such as Cracking the Leadership Code; Leading Others to Success; Professional Women of Substance; Tuning Up Your Performance; Real Synergy Collaboration and Wisdom Circles.   Dr. Crawford's innovative conversation strategy approach has enabled countless individuals to create new narratives for business and life, resulting in measurable ROI in productivity and performance. Her understanding of communication and thought patterns between genders has made her an invaluable asset to companies aiming to improve diversity, leverage women's talent, and develop a more productive workforce. Her dedication to heart-centered leadership has made a significant impact on the business world. Through her innovative Gender Dynamics Intelligence (GDI)© approach, she has helped leaders enrich collaboration and value diversity in the workplace.    As the world continues to evolve and embrace remote work, Dr. Crawford is an international author and speaker, her latest 2023 publication is The Power of Authentic Harmony – “Magical Conversations that Transform our World”- details her approach and acts as a guide to online master classes, workshops, and webinars as well as in-house consultancy and interactive engagement experiences. Her focus is on heart-centered leadership, conversation strategy, and enriching collaborative cultures based on, solving conflicts through building principles for value creation, productivity, and profit. Over her working life as a business owner, Dr. Crawford's passion is to conduct continuous real-life research on Workplace Wellness Cultures for Healthy High Performance 2003/4, “What Men think Men think about Men” 2010 and 2018 “Men of the Future Now” Interviews with Men about Men Research; 2020-22 “Real Synergy Among Men and Women” Research online through monthly ZOOM sessions with men and women from multiple countries East and West during COVID years, impact results recorded and published on YouTube.   Working with clients from the UK, Asia, Africa, and the Americas, such names as Barclays, British Telecom, Colt, Market Prizm, Coutts, Innovation Norway, Metropolitan Police, Ebay, Basil Trust, GE Capital, Marriott Hotels, and many Law Firms in London; plus Ministry of Women in Malaysia and Now David Douglas Leadership Forum in Ghana, Dr Crawford serves a global market.  Today her mission is to elevate all who choose the path of entrepreneurship to reach the highest level, an experiential PHD that reveals their life story of success against all odds and positively impacts the lives of all around them.  Website www.iuenow.org YouTube https://www.youtube.com/watch?v=QqDGa0Xw7dU&t=31s  https://www.youtube.com/watch?v=ilCed3-26yM      Brought to you by the J.C. Cooley Foundation, "Equipping the Youth of Today for the Challenges of Tomorrow."#ItsYourLife #Talkshow #Podcast #Radio # iuenowSupport the show: http://www.cooleyfoundation.org/See omnystudio.com/listener for privacy information.

Peter Dickstein is a 35-year business leader (Founder, CEO, CFO, and strategy advisor). He is Founder of ShadyPower Technologies, developer of a proprietary, patent-pending IOT technology platform for climate-sustainable, enhanced comfort outdoor work and living. He is Co-Founder of TAPS, a machine-learning consultancy focused on sales lead optimization and churn prevention. He is Chairman (Emeritus) and Co-Founder of Solful (www.solful.com), a California-based branded destination cannabis dispensary company and a guest lecturer at universities including the Haas School of Business at UC Berkeley. He has served in CEO, Chairman, and other C-Suite roles for IOT, SAAS, cleantech, and travel insurance companies. In 1999 Peter founded and served as CEO of eProsper, Inc. (ultimately acquired by Morgan Stanley in 2018 for $900MM) whose patented, SAAS capitalization management system (“CapMx”) became the industry gold standard in the early 2000s and is used today by more than 6,000 venture-funded companies and their corporate law firms. Peter served as CFO for several medical device and technology companies including TruMed Systems, Inc., EndoTex Interventional Systems (acquired by Boston Scientific) and Atrionix (acquired by Johnson & Johnson). He was an EIR at Los Alamos National Laboratory where he identified and helped commercialize technology including Acoustic Cytometry Systems (acquired by Thermo Fisher Scientific) and architected the Los Alamos Venture Acceleration Fund. In the early 90s Peter negotiated a $500MM vendor financing facility for Pyxis Corporation (ultimately acquired by Becton Dickinson for $12BB) with GE Capital that rapidly accelerated Pyxis' market penetration and provided non-dilutive growth capital in lieu of equity. In addition to his general management roles, Peter has initiated, organized, negotiated, and completed numerous equity, debt, and M&A transactions with angel, institutional and strategic investors, and lenders. He has managed functional areas including product development and engineering, sales, service, finance and administration, and external relationships with investors, contract manufacturers, investment bankers, banks, attorneys, and auditors. Peter has served on the boards of Friends of the Urban Forest, the San Francisco Day School, and multiple companies. He is a dual citizen of the United States and Germany. He holds a B.A. from the University of Pennsylvania and a M.B.A. from The Wharton School.

Tom Shimko, a seasoned expert in customer experience (CX) and marketing, to discuss the ROI of CX. Tom highlights the necessity of treating CX as a strategic imperative rather than a mere nicety. He unpacks the IDIC framework by Peppers and Rogers, emphasizing identification, differentiation, interaction, and customization as key steps. Tom shares insightful case studies, including work with 1800 Flowers, AIG, and Prudential, demonstrating how targeted CX improvements can significantly enhance customer value and reduce attrition. He underscores the importance of aligning CX initiatives with senior leadership's goals and understanding customer needs at every lifecycle stage to justify continued investment in CX efforts. What are some misconceptions about proving the value of customer experience? Addressing misconceptions helps CX leaders understand the critical elements that often go overlooked or misunderstood. Tom highlights the importance of measurable metrics in customer experience, which are essential for justifying investments and making informed decisions. It also helps shift the view of customer experience from being a "nice to have" to a strategic necessity. How does the IDIC framework relate to the customer lifecycle? Tom discusses the IDIC framework, which includes Identification, Differentiation, Interaction, and Customization. Understanding this framework allows businesses to segment their customers effectively, address their needs more precisely, and measure the impact of their strategies. By relating it to the customer lifecycle, Tom shows how this framework can be applied in real-world scenarios to enhance customer relationships and drive business growth. Can you walk through some use cases from your experience to give leaders a blueprint for how they might identify opportunities to calculate the ROI of CX? Real-world examples and use cases provide practical insights and a blueprint for CX leaders. Tom's examples from 1-800-Flowers, AIG, and Prudential show how specific strategies can have a significant impact on business metrics like customer retention, revenue, and cancellation rates. These use cases offer actionable steps for leaders to follow and adapt to their unique contexts. Meet Tom! Tom Shimko brings a background of 20+ years of experience leading marketing, customer experience, and strategic planning in both senior management and consulting roles.  These have included building and leading the consulting division as a Senior Managing Partner at Peppers & Rogers Group, Director of International Marketing at Prudential, Head of Marketing Intelligence and Customer Experience at GE Capital, SVP, Customer Retention and Loyalty at AIG, and as the Chief Marketing Officer at Pitney Bowes, Danbury Health Systems, and the DMA.  His consulting clients cross B2B, B2C and Nonprofit sectors, and include organizations such as Acxiom, Oracle, 1800Flowers, Space.com, Jaguar, Wolters Kluwer, Rodale Publishing, the American Cancer Society, and the Young President's Organization.  Tom currently leads Shimko1to1.com, where he helps organizations to increase customer acquisition, improve retention, and grow customer value, by focusing on customer needs, potential value, and by improving the customer experience.  Known for driving transformative growth, Tom excels in crafting innovative customer-centric strategies and leveraging data-driven insights, with a focus on action, impact and results. 

Tom Shimko, a seasoned expert in customer experience (CX) and marketing, to discuss the ROI of CX. Tom highlights the necessity of treating CX as a strategic imperative rather than a mere nicety. He unpacks the IDIC framework by Peppers and Rogers, emphasizing identification, differentiation, interaction, and customization as key steps. Tom shares insightful case studies, including work with 1800 Flowers, AIG, and Prudential, demonstrating how targeted CX improvements can significantly enhance customer value and reduce attrition. He underscores the importance of aligning CX initiatives with senior leadership's goals and understanding customer needs at every lifecycle stage to justify continued investment in CX efforts. What are some misconceptions about proving the value of customer experience? Addressing misconceptions helps CX leaders understand the critical elements that often go overlooked or misunderstood. Tom highlights the importance of measurable metrics in customer experience, which are essential for justifying investments and making informed decisions. It also helps shift the view of customer experience from being a "nice to have" to a strategic necessity. How does the IDIC framework relate to the customer lifecycle? Tom discusses the IDIC framework, which includes Identification, Differentiation, Interaction, and Customization. Understanding this framework allows businesses to segment their customers effectively, address their needs more precisely, and measure the impact of their strategies. By relating it to the customer lifecycle, Tom shows how this framework can be applied in real-world scenarios to enhance customer relationships and drive business growth. Can you walk through some use cases from your experience to give leaders a blueprint for how they might identify opportunities to calculate the ROI of CX? Real-world examples and use cases provide practical insights and a blueprint for CX leaders. Tom's examples from 1-800-Flowers, AIG, and Prudential show how specific strategies can have a significant impact on business metrics like customer retention, revenue, and cancellation rates. These use cases offer actionable steps for leaders to follow and adapt to their unique contexts. Meet Tom! Tom Shimko brings a background of 20+ years of experience leading marketing, customer experience, and strategic planning in both senior management and consulting roles.  These have included building and leading the consulting division as a Senior Managing Partner at Peppers & Rogers Group, Director of International Marketing at Prudential, Head of Marketing Intelligence and Customer Experience at GE Capital, SVP, Customer Retention and Loyalty at AIG, and as the Chief Marketing Officer at Pitney Bowes, Danbury Health Systems, and the DMA.  His consulting clients cross B2B, B2C and Nonprofit sectors, and include organizations such as Acxiom, Oracle, 1800Flowers, Space.com, Jaguar, Wolters Kluwer, Rodale Publishing, the American Cancer Society, and the Young President's Organization.  Tom currently leads Shimko1to1.com, where he helps organizations to increase customer acquisition, improve retention, and grow customer value, by focusing on customer needs, potential value, and by improving the customer experience.  Known for driving transformative growth, Tom excels in crafting innovative customer-centric strategies and leveraging data-driven insights, with a focus on action, impact and results. 

Gary D. McGugan has always enjoyed reading and storytelling, but for more than forty years, he was deeply embedded in the corporate world. Anyone who has operated at a senior level within a large company knows there's little time for serious writing, and it took retirement from that world to pursue a new passion. His first book was a work of non-fiction, co-authored with his friend Jeff Allen. That positive experience demonstrated that while writing a book is undeniably challenging, it's not insurmountable. McGugan's life experiences now form the foundation for entertaining suspense thrillers, set against the backdrop of a large, multinational corporation and woven with intrigue. Since his debut novel in 2016, Three Weeks Less a Day, he has released a new book each year, with his eighth, When Power Fails, now available. His corporate career offered a wealth of insight into a wide range of industries and situations. He worked in supermarkets, sold appliances, distributed motorcycles, launched an automobile dealer network, and provided financing and consulting to help businesses grow. Each industry had its unique culture and character, yet all were units of large corporations with operations around the world. Travel has always been a significant part of his career. Before starting the automobile business for Suzuki Motor Company's Canadian subsidiary, he had the pleasure of visiting nearly every city, town, village, and hamlet in Canada while leading sales and marketing for its motorcycle division. A role with an ITT subsidiary took him to most U.S. states. Living and working in Germany for several years while creating a new business unit for Deutsche Bank gave him the opportunity to visit all EU countries, and later, responsibilities with a GE Capital subsidiary allowed him to explore various countries in Asia, Latin America, and Eastern Europe. Every trip was a learning experience. In those days, it was essential to study business practices and cultures before each trip. Each day spent in a new country yielded valuable insights into its people, culture, laws, and unique qualities. Today, McGugan is a member and former Co-Chair of the Writers' Community of York Region, a vibrant group of writers from all genres supporting each other and honing their craft. With over 100 members, the group welcomes writers from the region and beyond, with many virtual events that make it easy to participate and benefit from both the community and the expertise of guest presenters. Experts often say writers should focus on what they know best. For McGugan, those subjects are business, travel, and people. As an author, he aims to share his experiences, insights, and perspectives through suspense stories crafted to entertain readers around the world—one reader at a time. To learn more about Gary D. McGugan and his work, visit: https://www.garydmcguganbooks.com/  TOPICS OF CONVERSATION About "When Power Fails" and the inspiration behind the story Corporate power clashes with organized crime. Real-world corporate insights inspire plot. Suzanne's complex leadership and relationships. Global settings enhance story's authenticity. Cybersecurity threats heighten digital tension. Ethics and trust drive corporate drama. What's next for Gary D. McGugan? WHEN POWER FAILS Suzanne Simpson thinks she has pulled off the biggest acquisition of her career, catapulting Multima Corporation into the upper echelons of international business. But did she? Will her AAA-rated company get the $6 Billion loan it desperately needs? And why did strangers flee from her mountain home in the darkness of night only days after she signed the deal? When Power Fails pits a powerful woman leading a successful global supermarket chain against nefarious forces that seek to ravage both the company's resources and its reputation. From high-stakes borrowing to threats of crippling cyber security attacks, this story of human strengths and vulnerabilities sweeps across the globe like a violent tornado sucking in people, corporations and governments. In vibrant cities like Singapore, San Francisco and Atlanta, the picturesque Laurentian Mountains of Quebec, and Dubrovnik in Croatia, Suzanne Simpson battles those who seek to destroy her company. Will she and her company survive? CONNECT WITH GARY D. MCGUGAN! Website:  https://www.garydmcguganbooks.com Monthly Blog: https://www.garydmcguganbooks.com/rendezvous-blog Facebook:  https://www.facebook.com/gary.d.mcgugan.books Twitter:  https://twitter.com/GaryDMcGugan Instagram:  https://www.instagram.com/authorgarydmcgugan  

Marlene Garayzar es una emprendedora mexicana que está revolucionando el acceso a los servicios financieros en la región. Estudió Relaciones Internacionales en el TEC de Monterrey y cuenta con un MBA por el ITAM. Con más de 20 años de experiencia en el sector financiero, Marlene ha trabajado en diversas instituciones bancarias como Peugeot Finance, GE Capital, 4finance y AvaFin.En 2018, con el propósito de hacer un impacto positivo a través de los servicios financieros, Marlene, junto con sus cofundadores, decidió fundar Stori: una fintech que se especializa en ofrecer productos financieros accesibles para personas que tradicionalmente han estado desatendidas por los bancos tradicionales, con un proceso de aprobación y una experiencia al usuario rápida y sencilla. Stori ha levantado capital de grandes inversionistas como Goodwater Capital, Lightspeed y General Catalyst, alcanzando una valuación de unicornio, lo que significa más de 1,000 millones de dólares.Marlene es la primera y única mujer mexicana en fundar un unicornio en la región. Además, es esposa, madre de dos hijos, miembro del consejo, una de las 100 mujeres más poderosas de los negocios según la Revista Expansión y la Revista Forbes, y una mujer que nos enseña que, desde México, se pueden lograr cosas enormes.

John Vickers, Founder & CEO of Blue Abyss.John is building one of the most ambitious and inspiring projects I've come across in my time exploring what people are building in Cleveland!After spending eight years in the British Army, John completed his service at the rank of Corporal in 1991 and transitioned to a civilian career where he worked in management consulting, and leadership roles across IBM and GE Capital.In 2004, grounded in his desire to prepare for an imagined future of proliferated human spaceflight and extreme environment exploration, he founded Blue Abyss to deliver the World's foremost extreme environment research, development, testing and training facilities — unlocking our ability to ask and seek to answer some of the most important questions in the exploration of space, aerospace, medical, marine, and other robotic technologies.Adjacent to Cleveland Hopkins International Aiport, and close to NASA Glenn's headquarters, Blue Abyss is developing the world's largest and deepest R&D Pool, measuring 40 meters by 50 meters on the surface with a 16m wide shaft plunging to a depth of 50 meters with a volume capacity of 42,000 cubic meters of water.The Facility will also house ancillary extreme environment capabilities forHuman Centrifuges to enable training and physiology research at high Gs.Hypobaric and Hyperbaric Chambers to enabling training and research in pressurized environments.and Parabolic Flight to enable microgravity research, training, and public discovery.Furthermore, in addition to servicing a gamut of industries from offshore energy to the growing human spaceflight sector, John is deeply committed to education and inspiring young people to explore and learn about the world around them.This conversation feels right out of science fiction, but it's on track to become science reality.We discuss the balance of ambition and humility, the formative experience of his international upbringing, the influence of his military background and mentors like astronauts and his brother-in-law Sergeant Ian McKay, his appreciation of Cleveland, leadership, persistence, and ultimately the impact he hopes to have with Blue Abyss.-----LINKS:https://www.linkedin.com/in/johnvickers1https://blueabyss.uk/blog/post/blue-abyss-ohio-land-purchase-completehttps://www.youtube.com/watch?v=VbgJ01B89So&ab_channel=BlueAbyss-----SPONSORS: John Carroll University Boler College of Business || Impact Architects & NinetyJohn Carroll University Boler College of Business: https://business.jcu.edu/ As we've heard time and time again from entrepreneurs on Lay of The Land — many of whom are proud alumni of John Carroll University —  success in this ever-changing world of business requires a dynamic and innovative mindset, deep understanding of emerging technology and systems, strong ethics, leadership prowess, acute business acumen… all qualities nurtured through the Boler College of Business!With 4 different MBA programs of study — spanning Professional, Online, Hybrid, and 1-Year-Flexible — The Boler College of Business provides flexible timelines and various class structures for each MBA Track — including online, in-person, hybrid and asynchronous — to offer the most effective options for you, in addition to the ability to participate in an elective International Study Tour, providing unparalleled opportunities to expand your global business knowledge by networking with local companies overseas and experiencing a new culture.The career impact of a Boler MBA is formative and will help prepare you for this future of business and get more out of your career. To learn more about John Carroll University's Boler MBA programs, please go to business.jcu.eduThe Boler College of Business is fully accredited by AACSB International, the highest accreditation a College of Business can have.Impact Architects & NinetyLay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users!This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we've heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm!-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and many more.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Jeffrey Stern on X @sternJefe — https://twitter.com/sternjefeFollow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Guest: Paul Warley CEO and President Ascent Solar Technologies Website: https://ascentsolar.com Ticker Symbol: ASTI Bio: Chief Executive Officer Prior to Ascent, Warley was president of Warley & Company LLC, a strategic advisory firm from 2015 to 2022 – providing executive management services, capital advisory, and M&A to middle-market companies in the service, construction, technology, oil & gas, clean energy, food, retail and green-building sectors. While at Warley & Company from 2018 to 2019, he was engaged as chief executive officer and CFO of 360Imaging, a provider of products and services for implant surgery and digital dentistry. From 2011 to 2015, Warley served clients in the alternative energy industry as a managing director and chief compliance officer with Deloitte Corporate Finance. From 1997 to 2011, Warley was managing director and region manager for GE Capital. From 1984 to 1997, Warley served as senior vice president with Bank of America and Bankers Trust. Company Bio: Backed by 20+ years of R&D, 17 years of manufacturing experience, numerous awards, and a comprehensive IP and patent portfolio, Ascent Solar Technologies, Inc. (ASTI) is a leading provider of innovative, high-performance, flexible thin-film solar panels for use in scenarios where traditional rigid solar panels don't work. Ascent's photovoltaic (PV) modules have been deployed on space missions, multiple airborne vehicles, agrivoltaic installations, in industrial and commercial construction, and in consumer goods, revolutionizing the use cases and environments for solar power. Ascent Solar's Headquarters & Perovskite Manufacturing Center of Excellence are located in Thornton, Colorado. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Legendary NBA coach Phil Jackson led the Chicago Bulls to six championships and the LA Lakers to five. Do you know what was a fundamental key to his teams' successes? MINDSET. Jackson would have his players participate in group meditations and focus on visualizing successful plays and outcomes. This practice helped the players develop a calm, centered mindset, allowing them to perform under pressure and maintain their composure during critical moments in games. You can't argue with the results! So, what about you? What benefits could there be from you preparing your mindset more before crucial conversations and interviews? That's the focus of this episode of the Career PROgressions Podcast. To help us get in the right mindset, I've invited Craig Gomez. Craig is a seasoned leadership coach and the founder of Positive Paradigm. With an extensive background in senior HR leadership, he has held prominent positions at major companies including Chobani, Boston Scientific, CoStar, PepsiCo, and GE Capital. His work at Positive Paradigm focuses on leadership development, executive coaching, and strategic visioning. For years, he has coached professionals from executive leaders to youngsters just starting their careers about establishing the right mindset throughout their careers. Now, he's going to help you with your mindset!

Send us a Text Message.Curious about the latest trends in real estate investment? Join us at our next Family Office Club event and hear directly from prominent investors with extensive experience in real estate.In this session, the Family Office Club speaker shares:- His journey from corporate giants like GE Capital to mastering local real estate markets.- Strategies for transforming older properties into high-demand assets in Arizona.- Insights into co-GP partnerships and family office mergers.- Current trends in industrial, multifamily, and logistics real estate.- His approach to private equity and lending markets, including recent shifts and opportunities.------------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClubWatch my Other Video

We are back for part two of the GE story. In the first episode, we covered GE as a company that effectively embraced research and invention within a broader organization.  In this episode, we're going to talk about everyone's favorite or least favorite topic: Capital M Management.  How did GE develop a practice of management that was copied by every CEO at the time? Why did companies like Honeywell, Boeing, 3M, ABB, Medtronic, Home Depot, Twilio, and almost Uber, come to GE for their CEOs? And what was GE doing to provide endless fodder for 30 Rock jokes?  How did Jack Welch grow GE into a ~$450B company? And how–and why–did GE become one of the worst-performing stocks on the Dow Jones under Jeff Immelt? Have we already witnessed the beginning of the end for GE? Or are we about to witness a corporate phoenix rise again? We'll take you through 50 years of modern GE history and share our takeaways from studying GE's most iconic leaders and their biggest strategic bets.  (2:18) Jack Welch: The Management Era (33:19) GE Capital (43:35) Jeff Immelt: Bad or Unlucky? (1:06:45) Larry Culp: GE's first outsider CEO (1:12:46) Operator Playbook: what tactics will we borrow from GE? (1:17:21) The Future of GE?

Juan Pablo Urruchua es socio fundador de SalesStar en México, empresa que se enfoca en la transformación de procesos comerciales con el fin de elevar el rendimiento y los resultados en ventas, creando soluciones a la medida para satisfacer necesidades específicas.Juan pasó buena parte de su infancia en diversos países. De padre diplomático, creció en Canadá, Italia, España, Panamá, Jamaica, El Salvador y Perú. Estudió Finanzas en el ITAM y luego un MBA en el IPADE en México.Inició su carrera profesional en GE Capital, donde asumió diversos roles a lo largo de casi 18 años, siempre enfocado en áreas comerciales. Posteriormente tuvo el rol de Director Comercial en Engen Capital, financiera enfocada a empresas.En términos de comercio, se habla siempre de dos enfoques… lo que se ha llamado B2B (Business to Business) y el B2C (Business to Consumer). Ambos segmentos son diametralmente diferentes y es claro que aunque todos seamos en potencia un consumidor final, el mercado de la venta a empresas es muy grande.En México se estima que hay casi 3.7 millones de empresas, lo cual incluye desde las microempresas (que son la gran mayoría) hasta grandes organizaciones como Bimbo o Femsa. Y es claro que en uno u otro mercado se requieren habilidades totalmente diferentes… en el consumidor, predominan las ventas por impulso o gusto, mientras que en las empresas, se suele tomar una decisión más pensada o estratégica, lo que hace que muchas veces las decisiones sean más lentas o consideren otro tipo de factores.Te invitamos a escuchar con detenimiento la conversación que tuvimos con Juan Pablo Urruchua. Entre otras cosas él nos comentará sobre las ventajas de enfocarse en las empresas y sobre todo de los retos que esto significa.Puntos Principales de la Entrevista:* Trayectoria Internacional y Pasión por las Ventas: Juan Pablo narra su experiencia de vida, creciendo en diferentes países debido a la carrera diplomática de su padre, y cómo esta exposición a diversas culturas influyó en su perspectiva global y habilidades comerciales. Desde sus estudios en finanzas en el ITAM hasta su MBA en el IPADE, su carrera ha estado marcada por roles clave en empresas como GE Capital y Engen Capital.* Innovación en Transformación Comercial: La conversación destaca cómo SalesStar está revolucionando el B2B al ofrecer estrategias personalizadas y herramientas para mejorar la eficiencia del equipo de ventas. Juan Pablo explica cómo su enfoque en la ciencia detrás del éxito en ventas, en lugar de depender únicamente en el arte de la venta, está ayudando a las empresas a alcanzar resultados sostenibles y predecibles.* Desafíos y Oportunidades en el Mercado B2B: Juan Pablo aborda los retos que enfrentan las empresas en la venta B2B, desde la profesionalización de la función comercial hasta la implementación de procesos estratégicos y sistemas eficientes. También comparte cómo SalesStar ayuda a las empresas a diseñar planes de compensación y estrategias multicanal para llegar efectivamente a los tomadores de decisiones.Para más información y contenidos exclusivos:* Blog / Newsletter: Cuentos Corporativos en Substack* Facebook: Cuentos Corporativos en Facebook* Instagram: Cuentos Corporativos en Instagram* X (Twitter): Cuentos Corporativos en X* Email: adolfo@cuentoscorporativos.com#B2B #Ventas #TransformaciónComercial #Innovación #SalesStar #EstrategiaComercial #Liderazgo #Celerity #Emprendimiento #CuentosCorporativos This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cuentoscorporativos.substack.com

Elder Alvin F. "Trip" Meredith III is the president of Brigham Young University–Idaho and a General Authority Seventy of The Church of Jesus Christ of Latter-day Saints. Prior to his call as a General Authority, Elder Meredith served as president of the Utah Salt Lake City South Mission. He also served as an Area Seventy in the North America Southeast and Asia Areas, and previously served as a missionary in the Utah Salt Lake City Mission, as an elders quorum president, bishop, and stake president. Elder Meredith received a bachelor of science degree in Psychology from BYU, and a master of business administration in Finance from the University of Chicago Booth School of Business. In his professional career, he worked as a Six Sigma black belt for GE Capital, as a consultant for Boston Consulting Group, and as a senior vice president at Asurion in Tennessee, Hong Kong, and Singapore. Elder Meredith was born in Chattanooga, Tennessee, and married Jennifer Edgin. They are the parents of six children. Links There is already a discussion started about this podcast. Share your thoughts. Transcript coming soon Get 14-day access to the Core Leader Library Highlights In this podcast conversation, Elder Meredith shares insights on his approach to leadership, emphasizing the importance of listening and seeking revelation. He highlights the significance of focusing on individuals and fostering spiritual momentum in leadership roles. The episode also touches on the challenges and joys of working with the rising generation, particularly in the context of YSAs. Throughout the interview, Elder Meredith reflects on the lessons learned from various leadership positions, including serving as a stake president, mission president, and Area 70. He emphasizes the importance of pointing individuals to the Savior, aligning with the counsel of living prophets and apostles, and conveying the joy of living the gospel of Jesus Christ. 00:03:30 - President Alvin F. Meredith III's Background and Name 00:08:58 - Transition to BYU-Idaho 00:13:19 - Approach to Leadership at BYU-Idaho 00:22:21 - Leadership Lessons from Tennessee 00:28:12 - Transition to Mission President 00:36:22 - Leadership Journey in Utah 00:41:49 - Focus on the Rising Generation 00:45:29 - Encouraging Joy in Living the Gospel The Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints' mission to help Latter-day Saints be better prepared to lead. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, Kirby Heyborne, and many more in over 700 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.

The secrets of distinguished leadership and pricing strategies with Brian Doyle, President and CEO of Holden Advisors, in our latest Business Legacy Podcast episode. Learn how Brian's transition from an Air Force pilot to a business leader has shaped his unique approach to defining missions and managing diverse teams. He shares his insightful journey from a Six Sigma role at GE Capital to mastering customer-oriented sales and marketing, emphasizing the importance of problem-solving and customer engagement in driving business value.   Discover the art of developing value-based pricing strategies in the B2B realm. Brian offers a deep dive into analyzing transactional data, understanding market competition, and conducting customer interviews to reveal true pricing power. Gain practical tips on training sales teams to effectively communicate value and manage dynamic pricing. Hear inspiring client success stories that highlight the necessity of firm boundaries and empowering teams to achieve remarkable results. This episode is packed with essential lessons on evolving leadership styles and creating a lasting business legacy—don't miss out!   Topics covered in this Episode: Learn the importance of analyzing transactional data, understanding market competition, and conducting customer interviews to uncover true pricing power. Find out the secret to evolving leadership styles and the importance of empowering teams to enhance performance. Brian shares his strategies management, for effectively navigating organizational emphasizing the change, drawing from his experiences and challenges of in both military and defining missions corporate environments. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Brian Doyle's Journey from Air Force Pilot to Business Leader 00:02:18 - Comparing Military Leadership with Commercial Business Management 00:03:54 - Transitioning from Six Sigma at GE Capital to Sales and Marketing 00:05:12 - Understanding Price and Value in the B2B Space 00:07:08 - Analyzing Transactional Data and Conducting Customer Interviews 00:08:37 - Training Sales Teams to Communicate Value and Manage Pricing 00:10:05 - Differentiating Genuine Price Buyers from Bluffers 00:12:22 - Importance of Leadership in Enhancing Team Performance 00:14:54 - Adopting an Inclusive and Patient Approach to Decision-Making 00:16:07 - Client Success Story: Doubling Prices Without Losing Customers 00:17:52 - Negotiation Techniques: Maintaining Firm Boundaries 00:19:37 - Legacy Goals: Equipping Clients to Charge for Value Delivered 00:21:25 - How to Connect with Brian Doyle and Holden Advisors   Visit the website https://holdenadvisors.com/ to learn more about Holden Advisors and what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.  

James Beeson, an advisor, board member, investor, and former Global CISO for The Cigna Group and GE Capital, joins the show to share his deep experience and insights on communicating cyber risk, collaborating with CIOs, and establishing oneself as a trusted professional. Learn why keeping the difference between what you say and what you do to a minimum is critical to integrity and effectiveness.

This month, co-founders and managing partners of HalseyPoint Lynn Hopton and Yvonne Stevens join Brian Bejile on The Ramp Up. Lynn and Yvonne are veterans of the CLO market. They've been securitizing assets since the market's early days in the '90s. After decades of working together at SunAmerica and then at American Express, they seized the moment and started their own shop, HalseyPoint in 2018. To get HalseyPoint off the ground, they built on their resilience, the relationships they curated, and a lengthy track record of success. The launch of HalseyPoint was fully embraced and celebrated by the street. And now, the business is thriving. About LynnPrior to founding HalseyPoint, Lynn was the Co-Head and Senior Managing Director of the Leveraged Debt Group at Columbia Management Investment Advisers, LLC (and its predecessor companies) for 18 years from April of 2000 through March 2018. She was responsible for running the leveraged debt business of Columbia which had approximately $9 billion in assets under management at its peak, including over $8 billion in CLO vehicles. She also was the lead portfolio manager for all funds and chair of the credit committee.Lynn previously worked as a Managing Director at AIG/ SunAmerica for nine years where she was responsible for the management and trading of over $3 billion of assets across a variety of fixed income asset classes.She began her career as a banker covering private equity sponsors on the west coast for Security Pacific Merchant Bank.Lynn received a BA in Economics with distinction from Northwestern University and an MBA from the J.L. Kellogg Graduate School of Management at Northwestern. She is a member of the Phi Beta Kappa academic honor society.About YvonnePrior to founding HalseyPoint, Yvonne was the Co-Head and Senior Managing Director of the Leveraged Debt Group at Columbia Management Investment Advisers, LLC (and its predecessor companies) for 18 years from April of 2000 through March 2018. She was instrumental in building the platform to be one of the early CLO managers recognized for consistency and performance. Prior to joining Columbia, Yvonne was a portfolio manager at SunAmerica/AIG for seven years where, among other responsibilities, she developed a structured finance expertise in CLO mezzanine investments beginning in the early 1990s. In addition to managing a $2 billion CLO mezzanine portfolio, she expanded that focus from investing to issuing CLOs as a manager, helping to raise and create the first SunAmerica-managed CLO named Galaxy in 1999.Prior to SunAmerica, Yvonne started her career in the bank training program at Irving Trust Bank and then subsequently worked at GE Capital in a loan underwriting and origination role.Yvonne received a BA from Wellesley College and an MBA from the Wharton School at the University of Pennsylvania.

BIO: William D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch, and JPMorgan Chase, is the New York Times bestselling author of seven nonfiction narratives, including his most recent book, Power Failure: The Rise and Fall of An American Icon.STORY: William discusses lessons from his most recent book, which is a story of General Electric (GE), a former global company with facilities worldwide. In his book, William focuses on former GE CEO Jack Welch, who took over the company in 1981 and increased its market value from $12 billion to $650 billion. This company became one of the world's most valuable and respected companies, and then it all fell apart.LEARNING: Leadership matters. You are not always right. Achieve the numbers in an ethical manner. “I try to write books that I like to read, with great characters and great stories. And, yes, it's a long book, but I think it's a great story and worth your time.”William Cohan Guest profileWilliam D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch, and JPMorgan Chase, is the New York Times bestselling author of seven nonfiction narratives, including his most recent book, Power Failure: The Rise and Fall of An American Icon.William is a former guest on the show on episode 739: Get the Numbers Right Before You Invest. Today, he's back to discuss lessons from his most recent book, which is a story of General Electric (GE), a former global company with facilities worldwide. In his book, William focuses on former GE CEO Jack Welch, who took over the company in 1981 and increased its market value from $12 billion to $650 billion. This company became one of the most valuable and respected companies in the world, and then it kind of all fell apart.Leadership mattersThe ability of a company to adapt and flexibly evolve in response to market changes is crucial for sustained success. This is vividly illustrated through the leadership tenures of Jack Welch and Jeff Immelt at General Electric (GE), where Welch's strategic boldness and Immelt's subsequent decisions markedly impacted the company's fortunes. The two leaders demonstrate the importance of getting the right man on the right job.Welch was among five candidates vying to become CEO in 1981. He was picked as the CEO because he was potentially the most disruptive—he was going to be this change agent, there was no doubt about it. Welch had pledged to disrupt things to change how GE was run, and he was frankly a fantastic leader. People loved working for him, and he got more out of people than they thought possible. Welch was beloved, feared, respected, and delivered.When choosing a successor, Welch gravitated towards Immelt because he went to Dartmouth and Harvard Business School, got his Ph.D. from the University of Illinois, and was generally intelligent. However, Immelt didn't understand GE Capital. He didn't understand finance well or know the dangers of borrowing short and lending long.Borrowing in the commercial paper market is like a 30-day liability, and lending out 7-10 years means that if something happens and dries up your source of capital, you're toast. This saw him make wrong decisions, which significantly impacted the company.In comparison, when Jack Welch made...

Juan Pablo Urruchua es socio fundador de SalesStar en México, empresa que se enfoca en la transformación de procesos comerciales con el fin de elevar el rendimiento y los resultados en ventas, creando soluciones a la medida para satisfacer necesidades específicas. Juan pasó buena parte de su infancia en diversos países. De padre diplomático, creció en Canadá, Italia, España, Panamá, Jamaica, El Salvador y Perú. Estudió Finanzas en el ITAM y luego un MBA en el IPADE en México. Inició su carrera profesional en GE Capital, donde asumió diversos roles a lo largo de casi 18 años, siempre enfocado en áreas comerciales. Posteriormente tuvo el rol de Director Comercial en Engen Capital, financiera enfocada a empresas. En términos de comercio, se habla siempre de dos enfoques… lo que se ha llamado B2B (Business to Business) y el B2C (Business to Consumer). Ambos segmentos son diametralmente diferentes y es claro que aunque todos seamos en potencia un consumidor final, el mercado de la venta a empresas es muy grande. En México se estima que hay casi 3.7 millones de empresas, lo cual incluye desde las microempresas (que son la gran mayoría) hasta grandes organizaciones como Bimbo o Femsa. Y es claro que en uno u otro mercado se requieren habilidades totalmente diferentes… en el consumidor, predominan las ventas por impulso o gusto, mientras que en las empresas, se suele tomar una decisión más pensada o estratégica, lo que hace que muchas veces las decisiones sean más lentas o consideren otro tipo de factores. Te invitamos a escuchar con detenimiento la conversación que tuvimos con Juan Pablo Urruchua. Entre otras cosas él nos comentará sobre las ventajas de enfocarse en las empresas y sobre todo de los retos que esto significaTe invitamos a suscribirte a nuestro canal de YouTube de Cuentos Corporativos. No se te olvide darle a la campanita de notificación para que te avisemos cada vez que subimos un nuevo episodio. Recuerda inscribirte al “Club de Amigos de Cuentos Corporativos” aquí: https://shorturl.at/ckLO4Como miembro del club recibes nuestro newsletter semanal, la transcripción de las entrevistas que realizamos en cada episodio, acceso al backstage de nuestras grabaciones y mucho más. #salesb2b #sales #corporatesales #ventascorporativas #podcastespañol #podcastdenegocios #negocios #business Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The University of Pennsylvania, leading him to Goldman Sachs, where he spent 8 years at the firm becoming the head of the fintech group until his departure in 2002. With his entrepreneurial spirit and love for fintech, Steve started Financial Technology Partners in San Francisco. Steve was named the most influential dealmaker in Fintech by The Institutional Investor in 2017 and has continued to close some of the biggest deals in the fintech industry. Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.comOrder your Magic Mind today at https://a.co/d/4R06mLiSupport the show

In this episode, Steve Fretzin and Marc Halpert discuss:How Marc became the LinkedIn expert that he is today. Spending the time to show the world you're amazinger. The recent and upcoming changes to LinkedIn. Working within the rules of the system you are bound to.  Key Takeaways:LinkedIn is always changing, even as we speak. But there are ways to make LinkedIn work for you, even with the changes. Using only your bio on your firm's website is not enough. Put your personality into your LinkedIn profile and branding. People won't know how to connect with you if they can't figure out who you are. People want to read narrative, they don't want to read your laundry list of skills or dense paragraphs of text.  Tell people why, not what.Write all of your profile in first person and present, active tense. People want to be able to relate to you as a peer. Share on LinkedIn when you have something important to say and always end your posts with a call to action. "If I'm looking to engage a lawyer, I want to find somebody who's going to reflect the personality I'm looking for. I don't want somebody who's bland, dull, and boring. And everybody who went through law school missed the opportunity to learn how to market themselves." —  Marc Halpert Find out more about the Bootstrap Your Marketing to Build Your Personal Brand Event at: https://fretzin.com/events Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The Startup of You by Reid Hoffman About Marc Halpert: Marc W. Halpert is a self-described “multi-preneur.” In 2010 he started his third concurrent company, connect2collaborate, to spread his LinkedIn and networking evangelism to train and coach others and offer professionals the opportunity to better explain their perceived mission and positioning on their LinkedIn profile pages: why they do what they do, not what. As a personal LinkedIn coach, he advises and mentors professionals in all walks of life to renovate their LinkedIn personal and company profiles. He advises job seekers of all generations to differentiate themselves and extend their transferrable skills. Marc is also recognized as a high-energy LinkedIn speaker at conferences and as an instructor to sales/marketing, HR/training departments at large and small professional service firms and companies including HUB International and GE Capital. He has taught at bar associations, professional practitioner groups, and law schools on these topics. His book LinkedIn Marketing Strategies for Law and Professional Practices(2021 second edition, American Bar Association), helps all types of professionals learn to better market themselves using the tools in LinkedIn and be “amazing-er” than the competition. His book You, Us, Them: LinkedIn Marketing Concepts for Nonprofit Professionals Who Really Want to Make a Difference, (2018, self-published) is the only book of its kind aimed at the nonprofit/NGO/association/foundation/membership organization industries and its employees to prosper in such a fast-changing industry. Marc is a frequent podcast guest, author of articles, LinkedIn advisor to networking groups, and blogger every business day with a LinkedIn Nugget.   Connect with Marc Halpert:  Website: https://connect2collaborate.com/Email: marchalpert@connect2collaborate.comMobile: 203-218-8288LinkedIn: https://linkedin.com/in/marchalpert Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode of "The Scaling Edge," host Michael Brooks welcomes guests Dan Reyes, Max, and Brian, the founder and CEO of Viz Bank. Brian shares his journey into banking during the financial crisis, starting an $11 billion bank with GE Capital. He discusses the complexities of banking charters, the regulatory landscape, and the evolution of the banking industry, including the decrease from 15,000 banks in 1984 to less than 5,000 today while maintaining the same workforce. Brian's current venture is a financial information service startup providing a platform with extensive data on banks and credit unions. The discussion also touches on the challenges smaller banks face, the consolidation of the banking industry, and the importance of banks as partners for entrepreneurs, especially in capital-intensive businesses. Michael seeks Brian's advice for entrepreneurs looking to scale their businesses.

In this episode of Mundane Millionaires, hosts Kevin Henderson and Eric Pacifici sit down with Paul Henderson, an entrepreneur with a diverse career path, ranging from traditional corporate America to the wild west of the burgeoning cannabis industry.Paul starts by reflecting on his entrepreneurial journey, expressing regret about not understanding the business buying process earlier in his career. He shares insights from his time launching ventures from scratch, highlighting the immense challenges involved. This sets the stage for his eventual pivot to the cannabis sector, showcasing his adaptability and willingness to embrace new challenges​​.Kevin then dives into Paul's background, illustrating his evolution from a traditional corporate career at Goldman Sachs and GE Capital to a dynamic role in the cannabis industry. This transition underscores Paul's ability to navigate complex and varied professional environments, illustrating his versatility as a business executive​​.The conversation then shifts to Paul's experiences in the cannabis industry. As a CFO, he encountered unexpected challenges with the business model of an edibles manufacturer. Paul's decisive action to shift towards vertical integration, transforming a former cut flower site into a cannabis cultivation area, highlights his innovative approach to overcoming business obstacles. This segment offers listeners a glimpse into the complexities and opportunities within the cannabis industry​​.Where to find Paul: LinkedIn Support the showThanks for listening! Be sure to leave us a 5 star review and share this episode with your friends!For more content from Mundane Millionaires, follow us here: Twitter Instagram Facebook Youtube TikTok Sign up for the free Business Buying Masterclass at https://masterclass.thesmbcenter.com!For more content from our hosts, Kevin and Eric, following them here:Kevin: Twitter LinkedIn Instagram YouTube TikTok Eric Pacifici Twitter LinkedIn Instagram

Episode Summary In this episode of the Solar Maverick Podcast, Benoy speaks with Paul Warley who is the CEO of Ascent Solar Technologies which is manufacturer of innovative, high performance, flexible thin-film solar panels for both existing and emerging agrivoltaic, space, and aerospace applications.  Paul talks about how thin-film solar will play a vital role with the renewable energy transition specially in space and agrivoltaics and the rapid rise of solar power in space. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.     Paul Warley Prior to Ascent, Warley was president of Warley & Company LLC, a strategic advisory firm from 2015 to 2022 – providing executive management services, capital advisory, and M&A to middle-market companies in the service, construction, technology, oil & gas, clean energy, food, retail and green-building sectors. While at Warley & Company from 2018 to 2019, he was engaged as chief executive officer and CFO of 360Imaging, a provider of products and services for implant surgery and digital dentistry. From 2011 to 2015, Warley served clients in the alternative energy industry as a managing director and chief compliance officer with Deloitte Corporate Finance. From 1997 to 2011, Warley was managing director and region manager for GE Capital. From 1984 to 1997, Warley served as senior vice president with Bank of America and Bankers Trust.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Paul Warley Website:  https://ascentsolar.com/ Linkedin:  https://www.linkedin.com/in/paul-warley-015203a/   Our Sponsor: We would like to thank Schwerd Consulting for sponsoring this episode of the Solar Maverick Podcast. Schwerd Consulting is a leading solar consulting firm dedicated to design, engineering, owner representation and technical consulting in all areas of solar photovoltaics and energy storage for the Commercial & Industrial and Utility markets.  At Schwerd Consulting we like to say that We Know Solar. We don't just Do Solar. What sets us apart is our 100% focus on solar, while having an extensive background in building and utility engineering, and understanding the business of our clients. We are involved with the trends, technologies, vendors, policies, utilities, codes, and financial considerations for the industry. Therefore, value add for us is not just a slogan, it's what we practice in order to have loyal customers and gain trust. In its 9 years of business, Schwerd Consulting has provided services for approximately 1 GW of PV across over 800 sites and 17 US states plus the Caribbean.  Let Schwerd Consulting take the burden off you and bring ease and expertise in all areas of Engineering & Design or help you navigate the technical world of solar.  If you are interested in learning more about Schwerd Consulting, you can call 215-219-6718 or email to admin@schwerdconsulting.  Schwerd Consulting's website is www.schwerdconsulting.com.    

Faisal Hoque has an extensive background in technology and business, starting from an R&D engineer to founding several tech companies and working with large corporations like Dun & Bradstreet and GE Capital. He has authored books on leadership, innovation, and organizational transformation. Faisal also discusses his involvement with the U.S. federal government and highlights their recent books on navigating the post-pandemic world and finding personal and professional authenticity. Adam Liette talks about his transition from being a musician to joining the army during a time of war and then returning to his passion for music. He shares his experience in leadership roles, including becoming the first director of operations for a music education company and eventually starting his own operations coaching business, "Smooth Operations." The discussion also touches on his approach to operations and leadership, his early leadership experiences, and his admiration for George Washington.In this episode:Faisal Hoque discusses his journey from Bangladesh to Stamford, Connecticut.It is important to learn from personal and others' experiences for growth.Faisal talks about his book-writing endeavors, focusing on leadership and innovation.Adam Liette talks about his transition from the military to a leadership role in a music education company.Adam reflects on the impact of seasons on business, particularly in online education.He contemplates the challenges of maintaining relationships during times of separation due to war.Main takeaways:Moving from Bangladesh to the U.S. and transitioning across states shows the importance of adaptability in both personal and professional growth.Writing books as a way to document and share learning illustrates the power of knowledge dissemination.The focus on creating value through impact, not just financial gains, redefines the essence of successful leadership.Working with the federal government signifies a commitment to influencing broader societal and governmental changes.Drawing inspiration from historical figures like George Washington can provide valuable insights into leadership qualities and decision-making.Curiosity about maintaining strong personal relationships during times of war or separation reflects the importance of balancing personal and professional life.Quotes:"There is no better way to contribute, to pass on to other people so that they can learn and hopefully be better at what they're doing than you are." - Faisal Hoque"The best way to learn is when you learn from others and your own experiences." - Faisal Hoque"Smooth Operations... is about building the business around a visionary entrepreneur." - Adam Liette"George Washington... was a man of the moment. He didn't seek leadership. Leadership sought him." - Adam LietteConnect with Denis: Email: denis@leadingchangepartners.comWebsite: http://www.leadingchangepartners.com/Leadership Is Changing Facebook Group: https://www.facebook.com/groups/LeadershipIsChanging/Leadership is Changing LinkedIn Page: https://www.linkedin.com/company/leadership-is-changing-podcast/

On this episode of the AI For All Podcast, Ismaen Aboubakare, Head of Developer Advocacy at Airkit.ai, joins Ryan Chacon and Neil Sahota to discuss prompt engineering for businesses. They talk about what makes a good prompt, the role of prompt engineers, prompt engineering versus high level programming languages, domain expertise, who hires prompt engineers, getting started with prompt engineering, open source LLMs, and how businesses can start adopting AI. Ismaen Aboubakare is the Head of Developer Advocacy at Airkit.ai. Prior to joining Airkit, Ismaen worked at Microsoft as a Power Platform Customer Engineer and a Consultant. He worked as a software engineer at GE Capital. Ismaen also has several certifications from Microsoft, including Worldwide Communities - Community SME 2020, Accessibility in Action, Architecting Microsoft Azure Solutions, 70-534, and Microsoft 365 Certified: Security Administrator Associate. Airkit.ai, which was acquired by Salesforce, helps brands automate and scale their customer service capabilities using the latest AI agent capabilities powered by generative AI (GPT-4, specifically). Whereas most legacy ‘AI-powered' tools have operated as little more than generic FAQ respondents, businesses can now extend their customer service teams' reach by incorporating AI agents that can do everything from sending a replacement product and issuing a refund to changing an address and rescheduling an appointment. Discover more about prompt engineering and AI at https://ai-forall.com More about Airkit.ai: https://airkit.ai Connect with Ismaen: https://www.linkedin.com/in/ismaen-aboubakare/ (00:00) Intro (00:29) Ismaen Aboubakare and Airkit.ai (00:43) What is a prompt? (02:42) What is a prompt engineer? (05:07) Prompt engineering vs high level programming languages (08:17) The importance of parameters (09:43) The value of domain expertise (11:50) Who hires prompt engineers? (14:27) Getting started with prompt engineering (17:40) Is ChatGPT getting worse? (18:50) Open source LLMs (21:34) Best open source LLM? (23:48) How can businesses start adopting AI? (28:56) Handling privacy (30:55) Learn more about Airkit.ai SUBSCRIBE TO THE CHANNEL: https://bit.ly/43dYQV9 Listen to the Podcast: https://bit.ly/45rewGf Join Our Newsletter: https://newsletter.ai-forall.com Follow Us on Social: https://linktr.ee/aiforallofficial

In this podcast, we cover - 1. The importance of liberal arts in an AI-powered world 2. The art of asking better questions 3. How AI is changing corporate strategy 4. Building differentiable competitive advantage when machines are universally available 5. How to make diversity and inclusion work Tiger Tyagarajan is President and Chief executive officer of Genpact.Genpact has more than 115,000 employees and annual revenues of $4.37 billion USD as of December 31, 2022. Tiger was appointed as Genpact's President and CEO in 2011 after serving as the COO of the company. Tiger is also on the Board of Kantar, a leading data, insights, and consulting company where he brings his expertise in contributing to their business innovation and transformation agenda. Tiger is especially passionate about diversity and serves on the board of directors of Catalyst, a global non-profit organization working with some of the world's most powerful CEOs to help build workplaces that work for women. Prior to Genpact Tiger spent many years at the Unilever Group, Citibank, and GE Capital in a variety of roles spanning sales, global operations, risk management, and business leadership. Tiger has a degree in mechanical engineering from the Indian Institute of Technology, Mumbai, and a master's degree in business administration from the Indian Institute of Management in Ahmedabad.

There's a lot of talk about supporting underrepresented emerging managers and founders in the startup space, and it's refreshing to speak with someone that's moving beyond talk into action. Our guest today is Courtney McCrea, Co-Founder and Managing Partner of Recast Capital, a platform supporting and investing in emerging managers in VC. Recast is investing that emerging managers, particularly those with diverse partnerships, that represent both an underserved market and overlooked business opportunity, and is taking a new approach to meeting the need.This was a great conversation where we talked about the state of the market, why diversity is more than just window dressing, as well as the challenges women and underrepresented GPs face in raising venture funds and how Recast Accelerate is making a difference.Also John Ruffolo is back to talk tech headlines with Matt Cohen.About Courtney McCrae:Courtney is Co-Founder and Managing Partner of Recast Capital, an investment platform established to invest in and support emerging managers in venture capital, with a preference for diverse partnerships.Prior to co-founding Recast, Courtney was a Managing Director of Weathergage Capital, a fund of funds that provided its clients with access to premier venture capital, growth equity, and micro-VC partnerships. She also was involved in various private equity and finance roles at Weston Presidio, Silver Partners, Sterling Stamos, PPM America, and GE Capital.Courtney has an M.B.A. from the Kellogg Graduate School of Management and a B.A. from the University of Illinois, Champaign-Urbana. She is a member of the Kauffman Fellows Class 3.In this episode we discuss:(01:13) News rundown with John Ruffolo(18:38) Courtney McCrea's journey to becoming an investor(20:43) How Weathergauge supprt of emerging managers evolved(22:07) Why emerging managers can outperform established managers(24:06) The decision to launch Recast(27:27) DEI stats for venture were and how is it starting to change(29:50) Early successes for Recast(32:10) How she evaluates potential managers(34:17) Advice she gives to her managers(36:10) What LPs are thinking about in the current market(41:42) Explaining risk and mitigation to her LPs(44:35) How the growth-quity landscape has evolved(46:40) What type of reporting and communication she likes to see(47:46) Advice to new investors looking to get into venture(49:46) The best career advice she's received(50:43) What keeps Courtney motivatedFast Favorites:*

Bart De Muynck and Joe Lynch discuss the connective tissue of the supply chain, which is a reference to project44. As the supply chain connective tissue, project44 operates the most trusted end-to-end visibility platform, tracking over 1 billion shipments annually for the world's leading brands. Bart is Chief Industry Officer at project44 where he drives supply chain industry thought leadership and supports customers with their logistics and supply chain strategies. About Bart De Muynck Bart De Muynck is a Strategic Advisor and the previous Chief Industry Officer at project44 where he drives supply chain industry thought leadership and supports CEO Jett McCandless and the executive team. A logistics industry thought leader with over 30 years of experience, Bart previously served as VP of Research at Gartner. He is a frequent speaker at industry events and has contributed to publications including WSJ, Freightwaves, Inbound Logistics, Logistics Management, DC Velocity, Transport Topics, and Bloomberg. Bart is also a member of the WEF, SCLA, CSCMP and TIA. Earlier in his career, Bart held logistics roles with PepsiCo, Elemica, Penske Logistics, GE Capital, and EY. About project44 project44 is a visibility company dedicated to optimizing supply chains and improving the movement of products globally. They are on a mission to make supply chains work by delivering better resiliency, sustainability, and value for their customers. As the supply chain connective tissue, project44 operates the most trusted end-to-end visibility platform, tracking over 1 billion shipments annually for the world's leading brands. They have achieved significant recognition in the market, including being named a Leader in the Gartner Magic Quadrant and ranking #1 on FreightWaves' FreightTech 25 for 2022. Project44 is the world's most robust multimodal network, operating in over 170 countries and more than 20 languages. Headquartered in Chicago, they have a diverse and global workforce with offices in various locations worldwide. Key Takeaways: The Connective Tissue of the Supply Chain Project44 is a visibility company dedicated to optimizing supply chains and improving the movement of products globally. The company's mission is to make supply chains work, delivering better resiliency, sustainability, and value for its customers. Project44 operates the most trusted end-to-end visibility platform, tracking over 1 billion shipments annually for the world's top brands. The company has been recognized as a Leader in the Gartner Magic Quadrant and has achieved top customer ratings on G2. Project44 has been ranked #1 on FreightWaves' FreightTech 25 for 2022 and named a Customer's Choice in Gartner Peer Insights' Voice of the Customer. It achieved Tech Unicorn Status in June 2021 and raised $420M in Series F Funding led by Goldman Sachs, Thoma Bravo, and TPG. Project44 has a presence in over 170 countries and operates in more than 20 languages, making it the world's most robust multimodal network. It offers global and multimodal connectivity, allowing supply chain and logistics professionals to track inventory across various modes of transportation. Headquartered in Chicago, project44 has a diverse and fast-growing global workforce, with offices in multiple locations worldwide. Whether you're looking to transform your supply chain or join a winning team that solves complex supply chain challenges, project44 is the company to consider. Learn More About The Connective Tissue of the Supply Chain Bart on LinkedIn project44 on LinkedIn project44 website Sponsor: Tusk Logistics Tusk Logistics is a national network of the best regional parcel carriers that puts Shippers first, with lower costs, reliable service, and proactive support. Tusk save Shippers 40% or more on small parcel shipping. Tusk's technology connects your parcel operation to a national network of vetted regional carriers, all with pre-negotiated rates and reliable, predictable service. Integrating to your existing software takes minutes, and Tusk has your back with proactive shipper support on each parcel, in real time. Episode Sponsor: Greenscreens.ai Greenscreens.ai's dynamic pricing infrastructure built to grow and protect margins. The Greenscreens.ai solution combines aggregated market data and customer data with advanced machine learning techniques to deliver short-term predictive freight market pricing specific to a company's individual buy and sell behavior. The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Michael Frankel is Founder and Managing Partner of Trajectory Capital. With an impressive background encompassing c-level executive roles in corporate development, strategy/innovation, CFO, and COO positions, Michael has played pivotal roles in both large and small growth companies. Throughout his career, he has spearheaded disruptive innovation and fueled aggressive expansion in global technology, information services, and professional services organizations such as Deloitte, LexisNexis Group, IRI, GE Capital, and VeriSign. With a remarkable track record of executing growth strategies, Michael has successfully leveraged various approaches to drive success. He has orchestrated over 110 acquisitions and strategic transactions, developed new offerings and products through innovative thinking, forged complex ecosystems through alliances and partnerships, facilitated market and geographic expansion, and made corporate venture investments in 18+ ventures. THE PURPOSE OF A DEAL Michael places heavy importance on aligning any deal with the overarching goals of a company. Instead of pursuing deals for the sake of it, Michael suggests starting by defining what the business aims to achieve. Whether it's a new product, market expansion, or acquiring a specific technology, understanding the desired outcome guides the selection of the appropriate transaction type. To start: Understanding each person's perspective in a deal is vital for effective communication, trust-building, and achieving mutually beneficial agreements. THE VALUE OF VARIED PERSPECTIVES Having sat in different chairs throughout his career, Michael acknowledges the importance of embracing diverse perspectives. Whether it is the risk-oriented mindset of lawyers, the analytical approach of finance professionals, or the entrepreneurial spirit of deal makers, each perspective brings unique insights to the table. By fostering empathy and understanding among deal-making professionals, better outcomes can be achieved through collaborative decision-making. THE SELLER'S PERSPECTIVEAs Michael transitioned to the seller's side, he gained a deeper understanding of the challenges faced by small companies during the due diligence process. Large corporations often present sellers with lengthy lists of requirements, expecting comprehensive documentation. Small companies, however, may not have the resources or playbooks to fulfill these demands, creating uncertainty and anxiety. This realization reinforced the importance of empathy and support for sellers throughout the deal-making journey. THE INVESTOR'S POINT OF VIEWIn his current role, Michael has gained insights into the investor's mindset. Investors carefully consider the timing of a deal, balancing the potential growth of a company with the need to seize opportunities. Understanding the time value of money is crucial, as waiting too long for a "perfect" deal may result in missed opportunities. Michael highlights that some deals may not look favorable on paper but have the potential for significant synergies and growth, requiring a nuanced approach in evaluating their value. Understanding the before, during, and after phases of a transaction is vital for deal success. By embracing empathy and considering the viewpoints of all stakeholders involved, deal makers can navigate the complexities of the deal-making process with greater wisdom and achieve mutually beneficial outcomes. Remember, the end of a deal is just the beginning of a new chapter, where the true value of the transaction is realized through integration, growth, and strategic implementation. • • FOR MORE ON MICHAEL FRANKEL:www.michaelfrankel.comwww.trajectorycapital.com Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

Investing offers a variety of choices for individuals to consider. While many investors have shown interest in mutual funds, real estate investments through a self-directed Individual Retirement Account (IRA) come with their own set of advantages.   In this episode, we'll discuss the benefits of investing in real estate using a self-directed IRA. By understanding these advantages, you can make informed decisions to potentially maximize your returns and accumulate wealth. If you are looking to diversify your portfolio through the power of a Real Estate IRA, this is a great place to start.    EPISODE HIGHLIGHTS:      Understanding Self-directed IRA  What are the Benefits of SDIRA?  Self-directed IRA Real Estate Investing Tips  Biggest Mistakes for Successful Wealth Growth  Dan Kryzanowski is a successful real estate advisor, investor, and partner. With a proven track record of raising millions of dollars from various sources, including accredited investors and family offices. Dan specializes in niche segments such as industrial and self-storage properties. He possesses a deep understanding of tax-advantaged investing strategies, providing valuable insights to his clients and partners.   His expertise was cultivated through leadership roles at GE Capital in Mexico and South America. As a Wharton graduate and MBA with Distinction from Thunderbird School of Global Management, Dan brings a wealth of knowledge and experience to the table. He holds licenses for Series 7 and Series 66 and is known for his exceptional organizational and leadership skills. Dan resides in Austin, TX, with his wife and son, balancing his professional achievements with his personal life.  Connect with Dan   LinkedIn   Website   Did you enjoy today's episode?       Please click here to leave a review for The We Build Great Apartment Communities.   Be sure to subscribe on your favorite podcast app to get notified when a new episode comes out!       Do you know someone who might enjoy this episode? Share this episode to inspire and empower!       Connect with John Brackett and We Build Great Apartment Communities       Instagram @webuildgreatcommunities        Facebook @buildingreatcommunities        LinkedIn @brackettjohn        Website www.fidelitybps.com       Subscribe to The We Build Great Apartment Communities   Apple Podcasts        Spotify     Do you think you would be a great fit for the show? Apply to be a guest by clicking here.       Fidelity Business Partners, Inc.       6965 El Camino Real Suite 105-190       Carlsbad, CA 92009       D: 760-301-5311       F: 760-987-6065     

Join us for this episode of the Wantrepreneur to Entrepreneur Podcast as we dive into the world of website building with special guest Jennifer DeRosa, founder of Toto Coaching. Jennifer's passion for websites and technology has taken her on an incredible entrepreneurial journey, including the sale of her first business (TechCare). We'll cover the importance of buyer personas and understanding your customer's pain points and desires, as well as the tools and technology available to improve efficiency in business. We'll also explore the ins and outs of creating an effective website, from messaging to organic search and everything in between.ABOUT JENNIFER:Jennifer DeRosa is the visionary founder of Toto Coaching, an innovative online platform offering weekly, live coaching sessions designed to help ambitious entrepreneurs and small businesses craft a powerful, trust-building website that effectively presells their products and services. Jennifer's entrepreneurial journey began in 2001 with the launch of TechCare, a successful WordPress Web Development Agency, which she expertly led for two decades before making a triumphant exit in 2021. Driven by a passion for empowering others, Jennifer sold TechCare to focus on guiding aspiring website builders through the expertise offered by Toto Coaching. Prior to forming TechCare, Jennifer's background includes Certified Novell Engineer certification, managing a help desk, a desktop and server support technician, and she consulted for industry players such as Mercedes Benz Credit Corporation, US Surgical, GTE, GE Capital, Unilever, and Calvin Klein.LINKS & RESOURCESToto Coaching's websiteFind Jennifer on LinkedIn

Meet Dan Kryzanowski, the real estate investor who left the corporate grind for a more financially independent lifestyle. Dan is an experienced investor who is enthusiastic about self-storage and industrial markets. He has knowledge in crowdfunding and house flipping and is eager to share his expertise and insights in these areas. He emphasizes the importance of diversifying investments and taking control of one's finances. Listen for tips on using retirement funds to invest in private real estate and creating more freedom for yourself. “This is one life, this is one book of assets that we have, don't wait that long, and just be beholden to whatever the fidelity year 2100, or 2050 fund is giving you. There's a lot more that you can do.” HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ Dan's journey from a successful career to becoming a real estate investor ✅ The benefits and potential risks of crowdfunding for real estate investments ✅ Dan's outlook on self-storage and industrial real estate markets ✅ The importance of diversifying investments and not solely relying on financial advisors ✅ Using retirement funds to invest in private real estate while still maintaining a healthy retirement account ✅ Simple routines to maintain a healthy mind and body while investing in real estate ✅ Overcoming the limiting belief of having to work until retirement age and finding ways to create more freedom through real estate investment.  

Jonathan Wainberg joins Dr. Andy Roark to discuss how lending and insurance will play a role in pet owners affording veterinary care in the coming years. The discussion covers current trends in pet owner spending on wellness, best practices for communicating cost of care, and where the lending and pet insurance markets may be going in the coming years. This episode is made possible ad-free by CareCredit! LINKS: Language that Works Infographic: https://www.carecredit.com/sites/pc/pdf/speak-pet-owner-healthier-pets.pdf CareCredit: https://www.carecredit.com/ ABOUT OUR GUEST: Jonathan Wainberg General Manager, Senior Vice President, Pet Jonathan Wainberg brings over 15 years of financial services expertise, and a record of commercial ingenuity, market expansion and energetic leadership driving revenue growth to his role as CareCredit's General Manager, Senior Vice President, Pet. In this newly established vertical, Jonathan will lead CareCredit's expansion of the veterinarian credit business, pet insurance and additional market adjacencies. Prior to this, Jonathan served as SVP, General Manager GAP. He joined Synchrony following a 15-year tenure with GE Capital, where he was the Senior Managing Director, Global Sales for Industrial Finance in London. He was a key member of the senior leadership team reorganized and streamlined GE Capital. Jonathan developed the strategy and led the efforts that allowed GE to provide financing support to global customers in new markets, surpassing sales targets by more than 30%. With on-the-ground roles in the US, Europe and Asia, he's managed teams around the world and delivered complex strategies in more than 50 countries. Earlier, Jonathan joined GE Capital in Corporate Finance in New York, ultimately becoming Managing Director, responsible for the Eastern US, Canada and private equity firms, in 2012. As Managing Director, Jonathan originated, structured and negotiated leveraged loans and highly structured financings for leveraged buyouts, re-financings, expansions and restructurings of middle market and large cap retail companies. He was a top individual sales contributor from 2007-2010. Jonathan has an MBA from Georgetown University and a BA in History with a concentration in Marketing from Concordia University in Montreal, Canada. He began his career in the executive training program at Macy's in New York, where he also had various merchant/management roles. Jonathan is a native of Canada, with a dual US-Canada citizenship. He has traveled to over 85 counties, enjoys entertaining, wine and playing with his energetic 2-year-old son. While based in Costa Mesa, Jonathan currently resides in Bal Harbour, Florida with his wife and son, Jonathan will relocate to Southern California soon.

All Episodes can be found at www.thecryptopodcast.org Podcast Coaching + All Social Media + Donations link https://bio.link/podcaster Our Facebook Group can be found at https://www.facebook.com/thecryptopodcast ======================== About my Guest: CEO of ShareRing. Tim has over 19 years' experience working with start-ups and established enterprises with a focus on technology. During this time he has held senior roles with a number of widely recognised and respected organizations, including Program Manager at Avanade Australia (a Microsoft and Accenture joint venture), Associate Director at Barclays Capital, Project Manager at GE Capital, IT Infrastructure Manager at Atari – Melbourne House, and Principal Consultant at Software Spectrum. Tim Bos also established his first start-up, bioWatch Australia in July 2004, with the purpose of building a software framework for tracking valuable assets around the globe. He sold the company to Procon MRM in the USA in 2008. Tim also co-founded Keaz in 2013. Keaz has developed a world leading platform for the purpose of sharing vehicles and assets globally. Most recently, Tim co-founded ShareRing, a blockchain based company that's focused on changing the landscape of the fragmented sharing economy. ShareRing is a blockchain-based platform enabling the creation and use of self sovereign verifiable credentials across Web2 and Web3. What we Discussed: - His Entrepreneurial Journey - What is a Sharing Vault - How it could be used on Construction Sites - Backup plan for technology failures - Tamperproof System - Self sovereign 224 word phase - GDPR Privacy rule when applying for a job - Merchant Services - How the system works well with Travelling - Self Sovereign stops a Social Credit System - Social Media and more How to Contact Tim: https://www.sharering.network/ https://www.facebook.com/ShareRing.Network https://twitter.com/ShareRingGlobal https://twitter.com/therealtimbos https://www.linkedin.com/company/sharering-network/ https://www.youtube.com/channel/UCoRpqYgNBVuVU9OCOyLm5TQ --- Send in a voice message: https://podcasters.spotify.com/pod/show/roy-coughlan8/message

World AgriTech Discount Code (10% off): ACREFRIEND Elizabeth Fastiggi is the Head of Worldwide Agriculture at AWS. She partners with customers on transformative initiatives that align digital innovation with their business vision and is motivated by the opportunity to create solutions that create a healthier, transparent, and more inclusive food system. Prior to AWS, Elizabeth led Market Development at Indigo Agriculture and Business Development at Farmers Business Network. Previously, Elizabeth was a private equity investor with GE Capital and Ziff Brothers Investments, structuring investments in the energy and agriculture sectors. Elizabeth began her career at the Environmental Defense Fund, developing partnerships with market leading corporations to improve environmental and financial performance. Connect with Elizabeth AWS Agriculture Solutions | LinkedIn

No matter how many chapters Wailun Chan's finance career ultimately spans, the decade that he spent at LinkedIn will always stand out. It perhaps goes without saying that as a finance career investment, a 10-year resume stint is increasingly rare today, and it's not uncommon for a “decade investor” looking back on his or her lengthy tenure to launch one or two “If onlys,” as in “If only I had left 3 years sooner.”         Such is not the case for Wailun Chan, though, whose LinkedIn career spanned from 2010 to 2020 and overlapped a period during which the social media company's workforce grew from 400 to 16,000 employees as its annual revenues grew from roughly $100 million (pre-IPO) to nearly $10 billion. Chan's investment of career years at LinkedIn arguably represents a case of being in the right place at the right time with the right outcome, which eventually resulted in a CFO job offer that led the seasoned FP&A leader to exit the social media company. Still, what makes Chan's LinkedIn career chapter worthy of note to finance career builders is not necessarily its length or ultimate outcome but instead how he was unquestionably up to the challenges ahead even as he arrived at the firm. In fact, the finance resume of LinkedIn's new FP&A hire was already a dozen years long and included stints at GE Capital and Kraft Foods as well as a recently added business degree. Consequently, there's little reason to doubt that the LinkedIn recruiters who first eyeballed Chan knew instantly that they found their future FP&A leader. First of all, Chan tells us, he was tasked with helping the company to address a lopsided membership model that featured LinkedIn members outside of the U.S. accounting for 60 percent of the overall membership numbers while paying only about 30 percent of the worldwide membership fees. To support the effort, Chan was deployed as the company's first sales finance executive, a position that allowed him from the very start of his LinkedIn career to serve as a primary connection between the company's FP&A and business operations teams. “We looked at the data together and came up with a playbook outlining that if certain membership thresholds were hit, the inside sales team would get a signal to be led in, to be later followed by the enterprise sales team as other levels were reached,” comments Chan, who credits the “playbook” with influencing the decision-making that led the company to open 20-plus local offices within the next 2 years.    Reports Chan: “This playbook became a primary driver of the speed at which we were able to scale, and this scale enabled the hypergrowth that LinkedIn experienced between 2010 and 2012.” –Jack Sweeney

In this episode Cedric sits down with Eric Weiss the CEO of Bitcoin Investment Group and the man who orange pilled Michael Saylor to talk about how family offices are viewing and investing in bitcoin, the progressive case for bitcoin, why he thinks bitcoin is something worth fighting for and how to orange pill your friends. Eric Weiss began his career as a US Government bond trader at Morgan Stanley Dean Witter. Eric earned his MBA from Columbia Business School, joined the Private Equity and Venture Capital Division of GE Capital as a Director in the internet business space, served as Director of Investments at Internet Capital Group, and moved on to become founding Principal at Stripes Group. He's formed a number of technology based, internet marketing companies focused on lead-generation, search engine marketing and social media This podcast is brought to you by River Financial. Get $20 free when you sign up for River and purchase Bitcoin, and up to $10,000 free when you purchase miners. Build your Bitcoin wealth at River today at: partner.river.com/matrix Coinkite is a leader in security and hardware manufacturer, est. block 141,000. Maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. For 5% off use this referral link: https://store.coinkite.com/promo/B81AD35FE804254094F9 Bitcoin 2023 will be back in Miami Beach one more time! Education, celebration and hyperbitcoinization will once again be on the agenda. Join us May 18-20, 2023. Use the code MATRIX for 10% off your tickets at b.tc/conference/ Make sure to search for Bitcoin Matrix in your podcast app and click subscribe! And if you have the time please leave a review wherever you listen. Stream the Bitcoin Matrix podcast on the Fountain app for sats here: https://fountain.fm/show/8jJhCIKzojSARTePnCxM Subscribe to the Bitcoin Matrix on YouTube at tinyurl.com/bitcoinonyoutube Follow Eric Weiss on Twitter: @Eric_BIGfund Follow Cedric Youngelman on Twitter: @CedYoungelman Follow the Bitcoin Matrix Podcast on Twitter: @_BitcoinMatrix

Join Mo Bina and Dan Kryzanowski in this exciting episode of Purpose-Driven Wealth. "Education is Huge!" You might think it's cliche, but to Dan, It's everything! Learn to adjust and adapt as real estate evolves. Dan speaks about his journey from his life at Wallstreet to a successful real estate advisor, investor, and partner. There's more to unpack in this episode. So, tune in and enjoy! In this episode, Dan talks about…        Industrial real estate        What he learned from working with sponsors and syndicators        How self-directed IRA works        Why you should diversify your investment        Why Dan loves investing in entrepreneurs and startups        Blockchain, Crypto, and NFTs About Dan Kryzanowski… Dan Kryzanowski is an active real estate advisor, investor, and partner. Dan has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors, while empowering his partners to grow seven figures on various occasions. He specializes in niche segments, such as industrial and self-storage, complemented by a deep knowledge of tax-advantaged investing.  Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. He also received an MBA from Thunderbird School of Global Management, graduating with Distinction (top honors). In addition, Dan holds Series 7 and 66 licenses, is a licensed Project Management Professional (PMP), and recently served as Corporate Board President for Hugh O'Brian Youth Central Texas (HOBY). Dan lives with his wife and son in Austin, TX.   Catch Dan Kryzanowski on… www.bvcapitaltx.com https://www.linkedin.com/in/danielkryzanowski/ Connect with Mo Bina on… Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram:       https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:   https://www.high-risecapital.com/resources-index  

Mike McCarron is a partner at PwC, where he helps C-suite executives in a range of industries drive transformation across all aspects of business operations through IT strategy and governance. Mike has spent his career advising and supporting leaders as they navigate technology, investments, and operations. Prior to PwC, he was a CIO at Bain Capital, GE Capital, and Fidelity, among other companies. In today's episode of Tech Talks Daily, Mike discusses why so many CIOs struggle to make an impact (and turnover in the role is so high). He also reveals why so many companies treat technology simply as a series of risks to be managed, not as a key lever of corporate strategy. We also explore why corporate boards should create tech subcommittees, and he reveals the two years in the military (when he was in his early 20s) that taught him more about leadership than any other experience.