Podcasts about Gerson Lehrman Group

Send us a textWhat if the secret to thriving in business isn't modern strategy—but ancient wisdom?

Mark Gerson shares timeless, practical insights about work–sourced from the Bible and supported by modern social science.— YOU'LL LEARN — 1) Why Bible has helpful gems for folks from all religion–or lack thereof 2) The one question that leads to greater meaning 3) The optimal number of hours to work in a weekSubscribe or visit AwesomeAtYourJob.com/ep1064 for clickable versions of the links below. — ABOUT MARK — Mark Gerson, a New York–based entrepreneur and philanthropist, is the cofounder of Gerson Lehrman Group, 3I Members, United Hatzalah of Israel, and African Mission Healthcare—where he and his wife, Rabbi Erica Gerson, made the largest gift ever to Christian medical missionaries.A graduate of Williams College and Yale Law School, Mark is the author of the national bestseller The Telling: How Judaism's Essential Book Reveals the Meaning of Life. Mark's articles and essays on subjects ranging from Frank Sinatra to the biblical Jonah to the Torah and science of clothing have been published in The New Republic, USA Today, Commentary, and Christian Broadcast Network. Mark lives with his wife and their four children.• Book: God Was Right: How Modern Social Science Proves the Torah Is True • Email: Mark@GodWasRight.com • Website: GodWasRight.com— RESOURCES MENTIONED IN THE SHOW — • Study: “Crafting a Job: Revisioning Employees as Active Crafters of Their Work” by Amy Wrzesniewski and Jane E. Dutton • Study: “Job crafting: A meta-analysis of relationships with individual differences, job characteristics, and work outcomes” by Cort W. Rudolph, Ian M. Katz, Kristi N. Lavigne, and Hannes Zacher • Study: “The Productivity of Working Hours” by John Pencavel • Study: “Global, regional, and national burdens of ischemic heart disease and stroke attributable to exposure to long working hours for 194 countries, 2000–2016: A systematic analysis from the WHO/ILO Joint Estimates of the Work-related Burden of Disease and Injury” by Frank Pega et al. • Study: “Enclothed cognition” by Hajo Adam and Adam D. Galinsky • Study: “Sartorial Symbols of Social Class Elicit Class-Consistent Behavioral and Physiological Responses: A Dyadic Approach” by Michael W. Kraus and Wendy Berry Mendes • Study: “That Swimsuit Becomes You: Sex Differences in Self-Objectification, Restrained Eating, and Math Performance” by Barbara L. Fredrickson, Tomi-Ann Roberts, Stephanie M. Noll, Diane M. Quinn, and Jean M. Twenge• Video: Selective attention test • Past episode: 001: Communicating with Inspiration and Clarity with Mawi Asgedom • Past episode: 273: Taking Control of your Career with Korn Ferry's Gary Burnison • Past episode: 278: The Critical Factors Separating High and Low Performers with Morten Hansen • Past episode: 327: Unclog Your Brain through Unfocusing with Dr. Srini Pillay — THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Gerson co-founded Gerson Lehrman Group, the world's largest expert network. He's also the co-founder and Chairman of United Hatzalah and the African Mission Healthcare Foundation. In this episode of World of DaaS, Auren and Mark discuss: Measuring charity impact and ROI Real philanthropy vs “fake charities” Building GLG and expert networksMarriage and religion in the USLooking for more tech, data and venture capital intel? Head to WorldofDaaS.com for our podcast, newsletter and events, and follow us on X @WorldOfDaaS.  You can find Auren Hoffman on X at @auren and Mark Gerson on X at @markgerson. World of DaaS is brought to you by SafeGraph & Flex Capital. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Você está no canal de Podcast O Marketeiro. O tema: Marketing Sustentável: Integrando Governança e ESG nas Estratégias de Marca Neste episódio, convidamos você a explorar o casamento entre governança, ESG e marketing sustentável, aprendendo com um especialista sobre como as empresas podem construir marcas sólidas e responsáveis. Junte-se a nós para uma conversa esclarecedora sobre estratégias práticas que colocam a governança e os princípios ESG no centro das narrativas de marca, contribuindo para um mundo empresarial mais ético e sustentável. Esteja preparado para descobrir como as empresas podem ser agentes de mudança positiva, comunicando efetivamente seus compromissos com a responsabilidade social e ambiental. (*) Marcelo Murilo é graduado em Ciências da Computação pela Universidade Federal de Santa Catarina (UFSC) e cursou Direito na Universidade do Vale do Itajaí (UNIVALI), possui MBA em Gestão Empresarial pela Fundação Getúlio Vargas e XBA – EXponential Business Administration pela Nova School of Business and Economics de Portugal, além de cursos diversos em inovação, incluindo Disrupção Digital pela Universidade de Cambridge. É Cofundador e VP de Inovação, Tecnologia e M&A do Grupo Benner, Mentor, Conselheiro, Palestrante, Membro do Comitê ESG e Embaixador da Board Academy BR, Especialista do Gerson Lehrman Group e da Coleman Research, Embaixador do Movimento Capitalismo Consciente Brasil e membro de seu Senior Advisory Board. Fala e escreve artigos sobre Inovação, Governança e ESG, no linkedin e em revistas como a Revista RI e a Board Review. Até o próximo Podcast!

Claudio Vignoli is an Italian Oleologist, Master Miller and Olive Oil Sommelier with over 25 years of experience in the olive oil industry. From 1996 until the end of 2007, he worked as an Export Sales Manager for the world's leading manufacturer of olive oil mills. In 2007, he founded his own company, Claudio Vignoli Group, providing technical and marketing consultancy to olive oil producers around the world.Claudio Vignoli also provides his expertise in the olive oil industry to two multinational consulting firms: GLG, Gerson Lehrman Group and GUIDEPOINT GLOBAL LLC. In 2015, he founded a bottling company in the U.S. called Miami Olive Oil & Beyond LLC, which imports bulk EVOO from the Mediterranean and bottles in Miramar, FL, for the retail and food service industry. With this company, he produces the private label of several major U.S. distribution companies, cruise lines, hotel and restaurant chains.His mission is to educate buyers, chefs, and other industry professionals to understand, appreciate, and select high-quality olive oils through in-store demos, tasting classes, workshops, etc. He is also an independent advisor for several brands in Australia, California, Uruguay, Spain, and Italy. In 2022, he founded a brand that bears his name, Vignoli Food, which produces premium quality EVOOs, Balsamic Vinegar of Modena and other typical Italian pantries.He has been a member of O.L.E.A. (Association of Olive Oil Experts and Tasters) since 2017. He is often involved as a keynote speaker, jury member in international olive oil competitions, and presenter at industry events in Australia, Argentina, Uruguay, and Peru. He is also a regular member of the jury at CIOOC, Canada International Olive Oil Competition, London International Olive Oil Competition and EIOOC, European International Olive Oil Competition.Get 15% off Vignoli olive oils and Italian foods with code FARMTOFUTURE: https://shop.vignolifood.com/FARMTOFUTUREGet 10% off delicious local farm-fresh food delivered to your door with my link for FarmMatch: https://farmmatch.com/janeLinks Episode with Emily Lycopolus on sourcing olive oils - Spotify and Apple Podcasts Episode with Emily Lycopolus on olive oil for skincare - Spotify and Apple Podcasts Easy Mandarin Martini recipe Connect with VignoliShopInstagramTikTokFacebookConnect with Jane Z. on Instagram at @farm.to.future

Drs. John Sweetenham and Fred Locke discuss the FDA investigation on the risk of cancer from CAR T-cell therapy and share insights on the known number of cases and the potential implications on clinical research and patient care. TRANSCRIPT Dr. John Sweetenham: Hello, I'm Dr. John Sweetenham from the UT Southwestern Harold C. Simmons Comprehensive Cancer Center and host of the ASCO Daily News Podcast. CAR T-cell therapies have been game changers for treating certain cancers including lymphomas and leukemias, as well as multiple myeloma, since the vast majority of patients who have received CAR-T do not have other curative options with conventional non-cellular, anti-cancer therapies. But on November 28, the U.S. Food and Drug Administration announced that it is investigating whether CAR T-cell therapy can, in rare cases, cause secondary cancers. The FDA launched the probe after receiving reports from clinical trials and other data sources of T-cell malignancies in patients who received CAR T-cell immunotherapies. Joining me to discuss the investigation and its implications for the field is Dr. Fred Locke, a medical oncologist and translational researcher and a senior member and chair in the Department of Blood and Marrow Transplant and Cellular Immunotherapy at the Moffitt Cancer Center in Tampa, Florida. Dr. Locke is an internationally renowned clinical research leader in the field of CAR T-cell therapy. You'll find our disclosures in the transcript of this episode, and disclosures of all guests on podcasts are available at asco.org/DNpod. Fred, it's great to have you on the podcast today. Dr. Fred Locke: Thanks, John, I'm really glad to be here. Dr. John Sweetenham: So, T-cells are the backbone of CAR T-cell therapies, and there are currently 6 CAR-T products approved by the FDA. As our listeners will know, CAR T-cell therapies manipulate a patient's T-cells, enabling them to recognize and attack antigens on cancer cells and induce potential long-standing changes in the immune system. In its statement on November 28, the FDA said it determined that the risk of T-cell malignancies is applicable to all of the currently approved BCMA- and CD19-directed, genetically modified, autologous CAR T-cell immunotherapies. Fred, could you comment for us on the investigation: How many patients are reported to have developed second malignancies from CAR T-cell therapy, and whether there are likely to be more secondary cancers reported? Dr. Fred Locke: Yes, so the FDA and the reports are coming out that there are 19 cases of T-cell malignancy that we're aware of that have occurred after the current FDA-approved CAR T-cell therapies were administered for the treatment of leukemia, lymphoma, or multiple myeloma. The majority of those cases were reported through the FDA Adverse Event Reporting System. And we don't know a lot of details of those 19 cases. We think that there's probably about 13,000 to 14,000 patients who've been treated with the commercial CAR T-cell therapies. So if you kind of do some crude math, you can come up with 19 out of say, 13,500; we're at about 0.1% of patients who could have developed T-cell lymphoma after treatment with these CAR T-cell therapies. It's not entirely out of the realm of possibility that T-cell lymphoma could develop from gene-modified T-cells, and these are all the patient's own T-cells that have been modified outside of the body. But I would still posit that this is a really low incidence of T-cell lymphomas in these patients who really are without other great treatment options. Dr. John Sweetenham: Yeah, and I think that's a point that we'll return to a little bit later on in the conversation around the fact that you know, clearly, there are major benefits that have been associated with CAR T-cell therapy and hematologic malignancies so far. And of course over the years, I think that many of us have become familiar with and learned a great deal about how to manage some of the more serious side effects of CAR T-cell therapy. And you, of course, have led several pivotal national trials of anti-CD19 CAR-Ts for lymphoma. Can you comment at all on whether you've seen previous data from your own practice or others on the risk of second malignancy from CAR T-cell therapy? And can you share your insights on the data and any new emerging data that warrants our attention for the concern or risk of second malignancy? And I guess to round up that series of questions, is there anything currently in yours or others research into CAR-T to explain what's happening and why this is going on? Dr. Fred Locke: I think what may have prompted the FDA's announcement of this is that on the same date that they came out with announcing their investigation, there was the release of the abstracts for the American Society of Hematology Annual Meeting. And within those abstracts, and unfortunately it was not selected for poster or oral abstract presentation, but discovered within those abstracts was one on a CAR+ T-cell lymphoma after ciltacabtagene autoleucel therapy for relapsed refractory multiple myeloma. And what these investigators and the company were reporting is that a patient with refractory multiple myeloma received the cilta-cel BCMA-directed CAR T-cell therapy and developed a stringent complete response, and about 5 months later developed a nasal facial plaque and PET+ cervical lymph nodes. And both the lymph nodes and the plaque were biopsied and showed a T-cell lymphoma in which 90% to 100% of the cells were positive by qPCR for the CAR construct and immunohistochemistry for the CAR protein. So this was a T-cell lymphoma growth where the cells were expressing the inserted protein, the chimeric antigen receptor protein, which is obviously not natural. And when they looked a little bit deeper at these patients, 91% of the cells have the same T-cell receptor sequence. So this was really a clonal sort of process. They did CAR integration analysis to see how the insertion of the CAR, the chimeric antigen receptor gene, could have potentially disrupted a gene within the T-cells. And what they found is that there were some dominant sort of insertions within certain genes suggesting monoclonality, but it wasn't within any sort of obvious activating genes that would be expected to lead to the T-cell lymphoma. They went on and did some additional analysis, and they showed that there was some existing TET2 mutations in the T-cells of this patient, prior to probably prior to the CAR T-cell manufacturer, and they weren't associated with clonal insertion. And I think, you know, it's possible that this patient who had a pre-existing mutation may have been susceptible to the development of a T-cell lymphoma prior to the CAR T-cell treatment. And TET2 was previously shown a number of years ago in a CLL patient treated with CD19 CAR T-cell therapy; it was shown that there was insertional mutagenesis, silencing the TET2 gene, and that associated with clonal expansion of the CAR T-cells in that patient and corresponded with remission of the CLL. However, the difference here is that that patient's T-cell clone went back down and contracted, and the patient remained in remission 5 years later with their T-cells still in the blood, but the minority of those T-cells had that that TET2 mutational insertional mutagenesis. All this is something we thought was theoretically possible, that T-cell lymphoma could develop after car T-cell therapy. And in fact, a prior trial using a different method of delivery of a CAR gene; instead of using a virus to insert the car into the into the T-cells, a transposon system called piggyBac was used. And in that trial, again, CD19 CAR trial, but in this case, it was allogeneic donor cells for patients who had relapsed after an allogeneic transplant. So it's sort of an autologous, you know, analogy, but it's using the donor cells. And in that trial, 2 out of like 10 patients developed clonal T-cell lymphoma, which was CAR+, but they weren't able to identify a clear insertional mutagenesis event in those cases. So, we've known this is possible, and it would have been great if this poster or if this abstract at ASH was presented as an oral or a poster so we could get more detail, but it's possible that that's the likely reason for the FDA's announcement. Dr. John Sweetenham: Thanks. The bottom line, I guess, is that for now, the jury's still out on exactly what's underlying these observations, but something which I'm sure is going to be the subject of a lot of discussion during the ASH meeting this year and moving forward. I'd like to inform our listeners that ASCO released a statement on the FDA investigation, stating that the risk of T-cell malignancies due to CAR T-cell therapy appears to be very low. And we've just heard from Dr. Locke that, of the several thousand patients who've received CAR Ts, there are 19 cases so far, it's been reported, which puts us into some type of proportion. The ASCO statement goes on to say that based on available data, and while such malignancies have occurred in patients who have received CAR T-cell therapy, the causal relationship, whether these cases are spontaneous or are caused by the therapy, needs to be investigated further, and we've just heard a little about the detail of that. ASCO added that by issuing a warning but not revoking approval of these therapies, the FDA clearly believes that the current available evidence suggests the overall benefits of these products, used within their approved label, continue to outweigh the potential risks. So Fred, the risk of secondary malignancies is already included as a class warning in the U.S. prescribing information for these CAR T-cell therapies. But do you think that the CAR-T products could eventually be taken off the market, and how would your research be impacted if this were to happen? And maybe finally, how long will patients on CAR T-cell therapy need to be monitored moving forward? Dr. Fred Locke: I don't believe that CAR T-cell therapy will be taken off the market. As we've already talked about, the incidence is extraordinarily low and the causality is unclear. It would certainly impact my research, as I'm doing clinical trials with CAR T-cell therapies, but it would more importantly impact the way we treat patients. We did over 300 CAR T-cell therapy treatments last year here at Moffitt Cancer Center. We're one of the busiest programs in the world giving CAR T-cell therapy, and it is truly a transformative therapy for all the diseases that we administer these FDA-approved therapies for. For example, in diffuse large B-cell lymphoma, we participated in the ZUMA-7 clinical trial and recently reported that patients randomized to CAR T-cell therapy had improved overall survival. They were living longer than patients randomized in the second-line setting to get conventional chemotherapy and autologous transplant. This is clearly a therapy that can work. I would also add that the risk of secondary malignancies is real, but that's a risk for all cancer patients, particularly patients with hematologic malignancies, and for example, lymphoma patients who've gotten an autologous stem cell transplant are at a relatively high lifetime risk of developing a secondary myeloid malignancy, most commonly, treatment-related MDS or AML. And that risk is also present after CAR T-cell therapy. The degree of attribution of CAR-T versus the condition of chemotherapy for CAR-T versus the previous chemotherapy is all unclear, and more analysis needs to be done. But the risk of developing treatment-related MDS or leukemia is certainly higher than the small number of T-cell lymphomas reported. The other thing I want to point out is that there was an analysis of the SEER database that patients with B-cell lymphomas are at about a 5-fold higher risk of developing a T-cell lymphoma than the otherwise healthy population; and vice versa, by the way, T-cell lymphoma patients are at risk for developing B cell lymphoma. And in fact, in that SEER database, it's not a wildly different percentage chance of developing a T-cell lymphoma after a B-cell lymphoma. And this data came out before the advent of CAR T-cell therapy. So I really think we need more science to be done to understand what's happening for these patients. Will this impact the field? Well, certainly, there are treatments that are not CAR T-cell therapy that compete with CAR T-cell therapy or could; I'm a strong believer that they don't offer the same outcomes for patients, but we will certainly see people talking about this for some time. Then the other place where this could be relevant, I think, is as we look at CAR T-cell therapy for autoimmune disorders, and we're starting to see studies of that for lupus and other diseases, the risk to benefit ratio could be different in those cases. So this is something we really need to consider as we move forward with CAR T- cell therapy. Dr. John Sweetenham: Yeah, thanks, Fred. And as a major clinical investigator in the field of CAR-T at the moment, do you see any potential concerns about difficulties in getting patients onto the trials of CAR T-cell in the light of this information? Dr. Fred Locke: No, I really don't. We're not seeing hesitancy, at least in the patients who are referred in for CAR T-cell therapy. Again, it may give ammunition for those who are already predisposed to not refer patients in for CAR T-cell therapy, but I don't think it should. I think that these are low risks, and these therapies clearly have benefits to patients. And we should give their patients an opportunity to get these therapies, and I don't see it impacting our clinical trials at this point. Dr. John Sweetenham: Yeah, and your comments address what was going to be my final question to you and that is, as a referring oncologist, how would you advise a referring oncologist to talk with their patients about these data and their implications moving forward? Dr. Fred Locke: If the patient brings it up, I think the response should be that these are very few cases of very low incidence and very low risk. There are other risks to CAR T-cell therapy that are greater, and really speaking with a cell therapist who administers the treatment is probably the best way to give the patient the option to get CAR T-cell therapy if they want to, knowing all the risks and benefits. So, I would leave it up to the CAR-T treatment center to discuss those risks with the patient.   Dr. John Sweetenham: Well, thanks, Fred, for sharing your insights with us on these concerning developments in CAR T-cell therapy, and I think also for putting them into context in terms of the sort of magnitude of this problem in the context of the overall number of patients who are benefiting from this therapy right now. We truly appreciate your time, and thanks for sharing your thoughts with our listeners. Dr. Fred Locke: Thanks, John, my pleasure. Dr. John Sweetenham: And thank you to our listeners for your time today. If you value the insights you hear on ASCO Daily News Podcast, please take a moment to rate, review, and subscribe wherever you get your podcasts. Disclaimer:  The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity or therapy should not be construed as an ASCO endorsement.    Find out more about today's speakers:      Dr. John Sweetenham Dr. Fred Locke @DrFredLocke     Follow ASCO on social media:         @ASCO on Twitter     ASCO on Facebook     ASCO on LinkedIn         Disclosures:        Dr. John Sweetenham:    Consulting or Advisory Role: EMA Wellness     Dr. Fred Locke: Consulting or Advisory Role: Novartis, Celgene, Calibr, Allogene, Gerson Lehrman Group, EcoR1, Amgen, Bluebird Bio, Bristol Myers Squibb, Iovance Biotherapeutics, Legend Biotech, Cowen, Kite (Gilean), Umoja Biopharma, Takeda, Sana Biotechnology, Daiichi Sankyo/UCB Japan, Bristol-Myers Squibb/Celgene, Janssen, A2 Biotherapeutics, Mittenyi Biotec, Caribou Biosciences, Takeda, Umoja Biopharma Research Funding: Kite Pharma, Allogene, Novartis, Bluebird Bio, Bristol-Myers Squibb/Calgene Patients, Royalties, Other Intellectual Property: Double Mutant Survivin Vaccine. US010414810B2 CAR T Cells with Enhanced Metabolic Fitness; Serial Number: 62/939,727 Methods of Enhancing CAR T Cell Therapies. Serial Number: 62/892,292. Evolutionary Dynamics of Non-Hodgkin Lymphoma CAR-T cell therapy.  Serial Number: 62/879,534. Travel, Accommodations, Expenses: Kite Pharma, A2 Biotherapeutics

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by ⁠⁠⁠⁠⁠⁠⁠August Felker⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade now. Their due diligence offering (which is 100% free of charge) will assess the pros and cons of your target company's insurance program, including any potential coverage gaps, the pro-forma insurance pricing, and the program structure changes needed for closing. At or shortly after closing, they then execute on all of those findings on your behalf. Oberle has serviced over 900 customers across a decade of operation, including countless searchers and CEOs within the ETA community * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Symphony⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI refreshes, QA professionalization, and so on). Symphony is offering a full 15% off of any of their services for listeners of In the Trenches. ⁠⁠⁠⁠Just go to ⁠⁠⁠⁠⁠the ⁠⁠⁠⁠Contact form on their website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them that you're a listener of the podcast to receive this discount! * Today I'm joined by Peter Lehrman, the Founder and CEO of Axial Market. For those of you who don't know, Axial is the North America's #1 online platform that connects buyers and sellers of small and medium sized businesses. Axial is used by over 20,000 investors, M&A advisors and CEOs, allowing them to connect on a confidential basis to explore M&A, debt, buyout, and growth equity transactions, to name just a few. Over 10,000 transactions are posted each year on Axial, covering companies that generate anywhere between $2.5M – $250M in revenue. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group (or “GLG”, for short), a platform where investors and other users are able to connect on-demand with experts spanning a countless number of industries and disciplines.

Dr. Wendy Ketner is the Senior Vice President of Medical Affairs at Expert Institute. She completed her internship and residency at Beth Israel Medical Center in NYC, and her research was in post-mastectomy reconstruction and the surgical treatment of gastric cancer, on which she co-authored a textbook chapter. Prior to joining Expert Institute, Dr. Ketner spent several years running the Healthcare Hedge Fund book of business at Gerson Lehrman Group, a learning platform for financial investors, life sciences and corporate companies, as well as consulting firms. Seth Meyer is the Managing Partner of Meyer Law Firm PLC. He represents clients in arbitration and litigation at the trial and appellate levels and has handled cases on a broad array of subject matters, including antitrust, bankruptcy, contracts, class actions, fraud, labor and employment, mergers and acquisitions, product liability, securities, and unfair trade practices.Expert Institute gives lawyers access to world-class experts, unparalleled intelligence, and cutting-edge legal technology. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.Connect with Dr. Ketner on LinkedIn: www.linkedin.com/in/wendy-ketner-md-7564857Connect with Seth on LinkedIn: www.linkedin.com/in/seth-meyer-95461130/Visit Expert Institute's Website: www.expertinstitute.comVisit Meyer Law Firm's Website: www.meyerplc.comOn This Episode, We Discuss…What is Expert Institute?The Science Behind Pertinent Mass TortsDetermining the Best-Suited Experts for ClientsPlaintiff Selection Criteria

The power of emotional intelligence capabilities in leadership shouldn't be underestimated. Building upon her experience in IT and in learning and development, Deborah Monroe makes the point that strong psychological awareness and a people-centric approach can take you a long way. And, not only that, but it is also measurable and science-based information that has to be taken seriously. To finish off, she shares some practical insights on her experience with HDI training. Deborah Monroe, also known as the people person in IT, is currently the president of Ignite Achievements International, and HDI Faculty Member at Informa Tech. She also works as Subject Matter Expert at Gerson Lehrman Group, Six Seconds Emotional Intelligence Network, and Rehabilitation Enables Dreams. Before this, Deborah served as a facilitator for over 30 years for Oxford Health, Spherion, Visiocom and STI knowledge.

We humans tend to be empathic, and our brains reward us with hits of dopamine when we help our fellow beings. So, it is no surprise that when we do good by providing charity or means for our fellow humans to improve their lives, we feel good.  And because of that, I am so excited to speak with the guest on this episode, Mark Gerson. Mark is an incredible human being. He has a JD from Yale Law School, he married a rabbi, is the author of a brilliant book, the host of a great podcast, and he has had spectacular success in the business world founding Gerson Lehrman Group also known as GLG, Thuzio, Tel Aviv Angel Group and, later, Maverick Ventures Israel, a venture capital fund. But these are just some of the things that impress me about Mark. At least as impressive has been his total dedication to his charities and to measurably making our world a better place. He oversees United Hatzalah, an inspired medical operation in Israel, as well as African Mission Healthcare Foundation, a similarly inspired medical operation that supports Christian Medical Ministries in Africa. He talks about the benefits of participating in charity work and the meaning and sustainable joy it provides. He also shares tips on fundraising: a Jedi level skill that requires incredible finesse and has been described as the most difficult sale of all. So, listen in as Mark shares timeless wisdom of charity: how we get so much more than we give, when we give. If you're so moved, the link for African Mission Healthcare is: africanmissionhealthcare.org and the link for United Hatzalah is israelrescue.org.

Only you can decide what it means to achieve your potential.In this heartfelt episode of the Sales Code Leadership Podcast, Kevin is joined by Sam Jacobs of Pavilion. Together, they dive into the steps that pave the way for the complete realization of your capabilities, whatever they may be.Sam is of the belief that so much of life is about the perspective that you take; that if you harbor doubts about your abilities, you inadvertently validate them. He talks to Kevin about how he has found that positivity and compassion is what generates returns. Tune in to this captivating conversation to uncover modern strategies for success. Sam Jacobs is the Founder & CEO of Pavilion, and the Wall Street Journal bestselling author of Kind Folks Finish First. He launched Pavilion as Revenue Collective in 2016 and bootstrapped the company to $10M in ARR before taking on a $25M growth financing round in early 2021, led by Elephant Ventures and GTM Fund. Today, Pavilion helps its 10,000+ member global community of go-to-market executives to unlock their full professional potential through private peer groups, education, events and research.Prior to Pavilion, Sam spent 15 years as a senior revenue leader at VC-backed companies in the New York area including Gerson Lehrman Group, Axial, Livestream/Vimeo, The Muse, and Behavox.He lives in the West Village of Manhattan with his wife and two dogs, William and Oswald, and mourns the passing of his beloved Walter in the Summer of 2022.Connect with Sam: https://www.linkedin.com/in/samfjacobs/The podcast is brought to you by Sales Code, a MEDDICC MEDIA production, helping revenue leaders unlock added value in B2B SaaS sales teams. Your views on our podcast are always welcome, as well as any questions you might have for our podcast guests.Connect with the show host Kevin: https://www.linkedin.com/in/kevinthiele/

Welcome to the "Secrets of #Fail," a new pod storm series hosted by Matt Brown. In this series of 2023, Matt dives deep into the world of failures and lessons learned along the way from high-net-worth individuals.  Join Matt as he dives into the world of failures and lessons.Series: Secret of #FailRishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with six million registered members and millions of monthly visitors. Prior to StockTwits, he was a Managing Director at SS&C where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. Prior to joining SS&C, Rishi was Co-Founder and President of Novus, a portfolio intelligence platform for the institutional asset management industry that he co-founded in 2007. Before Novus, he led product development and technology initiatives for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University.Get an interview on the Matt Brown Show: www.mattbrownshow.comSupport the show

Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with six million registered members and millions of monthly visitors. Prior to StockTwits, he was a Managing Director at SS&C where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. Prior to joining SS&C, Rishi was Co-Founder and President of Novus, a portfolio intelligence platform for the institutional asset management industry that he co-founded in 2007. Before Novus, he led product development and technology initiatives for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University.Connect with Behind Company Lines and HireOtter Website Facebook Twitter LinkedIn:Behind Company LinesHireOtter Instagram Buzzsprout

Sam Jacobs believes leading with kindness is the only way to lead. He is the Founder & CEO of Pavilion, a community-powered learning platform for go-to-market leaders and teams. Sam launched Pavilion as Revenue Collective in 2016 and bootstrapped the company to $10M in ARR before taking on a $25M growth financing round in early 2021, led by Elephant Ventures and GTM Fund. Pavilion is powered by an international community of more than 10,000 sales, marketing, RevOps, and successful leaders from the world's fastest-growing companies. Everyone at Pavillion teaches new skills, forges meaningful connections, and helps companies grow. Pavilion University leverages a proprietary Immersive Learning Framework™ to fuse structured training with ongoing social learning and just-in-time resources that drive results. Prior to Pavilion, Sam spent 15 years as a senior revenue leader at VC-backed companies in the New York area, including Gerson Lehrman Group, Axial, Livestream/Vimeo, The Muse, and Behavox. Episode in a Tweet: You will find success when you understand your values and what brings you joy. I found joy in helping people I care about and respect achieve their personal goals; nothing is more rewarding. Background: “There's a better way to do business.” This belief is what inspired Sam Jacobs to start his company, Pavillion. Sam says, “We've been taught that business is cutthroat — but it doesn't have to be. Pavilion is proof that building a business on foundational values, centering reciprocity, and coming from kindness works.” During this week's episode of Reflect Forward, Sam and I discuss the power of values, networking, and finding what brings you joy and doing it. Same talks about his book, Kind Folks Finish First, the story of how Pavillion came to be after being fired from his 5th job. After seeing his tenure as a revenue leader shrink, he was inspired to look at the long game and stop being transactional. Sam shares the process he went through to find his mission and how joy, kindness and respect drives everything he does. This is an introspective and fun conversion that I know you'll enjoy. Have a listen and let me know what you think! How to find Sam: Website: www.joinpavilion.com Website: https://www.joinpavilion.com/kind-folks-finish-first LinkedIn: https://www.linkedin.com/in/samfjacobs/ Follow me on Instagram or LinkedIn. Subscribe to my podcast Reflect Forward on iTunes Or check out my new YouTube Channel, where you can watch full-length episodes of Advice From a CEO! And if you are looking for a keynote speaker or a podcast guest, click here to book a meeting with me to discuss what you are looking for!

Sam Jacobs is the Founder & CEO of Pavilion, a community-powered learning platform for go-to-market leaders and teams. Sam launched Pavilion as Revenue Collective in 2016 and bootstrapped the company to $10M in ARR before taking on a $25M growth financing round in early 2021, led by Elephant Ventures and GTM Fund. Pavilion is powered by an international community of more than 10,000 sales, marketing, RevOps, and success leaders from the world's fastest growing companies. Pavillion teaches new skills, forges meaningful connections, and helps companies grow. Pavilion University leverages a proprietary Immersive Learning Framework™ to fuse structured training with ongoing social learning and just-in-time resources that drive results. Prior to Pavilion, Sam spent 15 years as a senior revenue leader at VC-backed companies in the New York area including Gerson Lehrman Group, Axial, Livestream/Vimeo, The Muse, and Behavox. What you will learn The big lessons Sam has learnt from his past failures How Sam's business coach helped him create value beyond money Discover why it's so important to do what you love for a living The unexpected joy of creating How to monetize the ideas that bring you the most energy and joy How Sam's business helps it's members unlock and achieve their professional potential Find out how Sam created a business model to scale his business Uncover why documenting what's in your head can help you clarify your thoughts Learn the challenges of using third party platforms for building a community Sam shares his top insights from his entrepreneurial journey

In this episode, we bring you part 2  of Joe's interview with Sam Jacobs, the Founder and CEO of Pavilion, a community-powered learning platform for go-to-market leaders and teams.  Sam launched Pavilion as Revenue Collective in 2016 and bootstrapped the company to $10M in ARR before taking on a $25M growth financing round in early 2021, led by Elephant Ventures and GTM Fund. Pavilion is powered by an international community of more than 10,000 sales, marketing, RevOps, and success leaders from the world's fastest growing companies. Everyone at Pavillion teaches new skills, forges meaningful connections, and helps companies grow. Pavilion University leverages a proprietary Immersive Learning FrameworkTM to fuse structured training with ongoing social learning and just-in-time resources that drive results. Prior to Pavilion, Sam spent 15 years as a senior revenue leader at VC-backed companies in the New York area including Gerson Lehrman Group, Axial, Livestream/Vimeo, The Muse, and Behavox.

In this episode, Joe interviews Sam Jacobs, the Founder and CEO of Pavillion, a community-powered learning platform for go-to-market leaders and teams. Sam launched Pavilion as Revenue Collective in 2016 and bootstrapped the company to $10M in ARR before taking on a $25M growth financing round in early 2021, led by Elephant Ventures and GTM Fund. Pavilion is powered by an international community of more than 10,000 sales, marketing, RevOps, and success leaders from the world's fastest growing companies. Everyone at Pavillion teaches new skills, forges meaningful connections, and helps companies grow. Pavilion University leverages a proprietary Immersive Learning FrameworkTM to fuse structured training with ongoing social learning and just-in-time resources that drive results. Prior to Pavilion, Sam spent 15 years as a senior revenue leader at VC-backed companies in the New York area including Gerson Lehrman Group, Axial, Livestream/Vimeo, The Muse, and Behavox.

Meshing With Others In A Company - Carlos Salaff & Pete Bitar; LEO Flight Corporation | The Riderflex Podcast Pete Bitar and Carlos Salaff formed LEO Flight in the spring of 2020 -- in the midst of the coronavirus pandemic -- with great hope and optimism for a bright future. A joint-venture between Pete's company Electric Jet Aircraft and Carlos's company SALAFF Automotive, they immediately agreed that a massive leap could and should be made in the design of eVTOL "flying cars." https://www.leoflight.com/ Pete has founded and sold several entrepreneurial ventures, mostly of a technical nature, during his business career. He is a consultant in the Aerospace and Defense sector for the Gerson-Lehrman Group, and has been with GLG for over 16 years. Pete is the inventor of two patented wind-turbine designs. In all, he has credit to 14 patents in his name. https://www.leoflight.com/pete-bitar After internships at Mazda and BMW and graduating from the Art Center College of Design in 2003, Carlos Salaff began his career at Mazda's North American Design Studio. As Design Director at LA-based startup Vibe Inc., Salaff focused on making travel a more engaging, exciting and productive experience. Vibe presented its first concept in 2020: a Space Age-inspired mobile office and lounge called Pod Van. Carlos Salaff has always been interested in aerospace and outer space, and LEO Flight is his step into those frontiers. https://www.leoflight.com/carlos-salaff Learn more about LEO Flight: https://www.leoflight.com/ Watch the Full Riderflex Interview: https://youtu.be/rDOLVnORJvA Get your copy of "The Riderflex Guide: Inspiring & Hiring" - https://amzn.to/3N16Y4M It contains 30+ years of experience in entrepreneurship and executive leadership. Managers don't always have all the answers. This guide can help with some of the most basic, but sought after answers. Podcast sponsor: Marketing 360 is the #1 platform for small business and it's everything you need to grow your business. marketing360.com/riderflex #PeteBitar #CarlosSalaff #LEOFlight #theriderflexguide #theriderflexpodcast #podcast #interview #entrepreneur #ColoradoRecruitingFirm #TopExecutiveRecruitingFirm #staffingagency #recruitingfirm #Denver #Colorado #National #Riderflex --- Support this podcast: https://anchor.fm/riderflex/support

Derek interviews Stocktwits CEO Rishi Khanna to talk about social investing, how Stocktwits can help you invest smarter and how they are evolving. Then Derek and Johnny catch up with their travels and Johnny has an update on his status to get back into Ukraine. Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. In 2007, Rishi co-founded and served as President of Novus, a global portfolio intelligence platform company that invented the art of portfolio intelligence, solving unique data and analytics challenges facing capital allocators and fund managers across liquid and illiquid investments. Prior to co-founding Novus, Rishi was responsible for the development of the technology and product platforms for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University. Listen to ILAB 250 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Austria / IG @johnnyfdj Sam Marks – Tajikistan / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: ShopifyGet 14 days free and access Shopify's full suite of features to get selling online today! Just go to Shopify.com/ilab to get started. Discussed Stocktwits Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)*Johnny and Sam use all of the above services personally. Time Stamp: 14:25 – Can you give us the origins of Stocktwits? 16:18 – Lets talk about the “cashtag” 18:13 – What is your background and how did you get to Stocktwits? 22:10 – How have you seen the landscape change since starting at the beginning of the pandemic? 26:32 – How many registered users do you have and what is the activity like? 30:35 – What kind of data can you research on Stocktwits and does it help an individual investor? 36:02 – What reactions were you seeing on Stocktwits when the market activity was high? 37:58 – Do you have a team looking for fraudulent trades? 41:11 – Patreon: Is there a way to reward users who are doing well? 42:32 – Patreon: Do you have performance tracking and what makes you different from other similar apps? 45:25 – Fun closing questions, who do you follow, any cool stories, any celebrities you have worked with? 49:32 – Where do you see Stocktwits in about 5 years? If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2022. All rights reserved. Read our disclaimer here.

In another fascinating Nomad Futurist Podcast, Tom Brennan, the Executive Director of CREST, a cybersecurity company, spoke with Phil and Nabeel about his life as a public interest technologist. Brennan has had a fascination with technology ever since he was a child. He lived as an island boy in his teens, repairing an old Tele video 802-H brought by his grandfather from its work. His first exposure to machine repair led him to work at a local computer store selling and installing used IBM computer equipment.  In addition to working in the digital field, he served in the Marine Corps, where he learned how to serve a greater cause than himself. Even though he left the army in 1991 after breaking his back in a recorded live fire shooting, this experience was the foundation for his burgeoning career in cybersecurity. From then on, he used technology as a method in forensics, investigation, and assisting in various startups. “I don't necessarily think that schools need to change the mentality, but I do think that there should be a reward program as it's been difficult for most of the cyber folks.” Brennan expressed that the least the companies could do is require the applicant to do a first-hand demonstration of essential incident response, security services, or penetration testing. He said that while there are many book smarts, the most qualified candidates for the job are passionate about convergence, the physical and electronic sides of security. He believes the most common misconception in cybersecurity is that people mistake it for convenience. People are unaware that the fundamentals will cause them to lose all their information and passwords.  “It serves the ethics side of the good guys and the ethics of the bad guys because the internet is a wonderful place. It allows everybody to operate. So, it's in everyone's interest to make it operational.” He emphasised that while the scope of their job is to keep an eye out for users who are prone to data breaches, people should also understand that the field is highly dynamic and that they should learn how to protect their accounts.  “You are your own bank. If you're going to be your own bank, and you're going to go ahead and have controls in place… you must determine what good looks like.” In his final message to the youth, he stated that to be successful in the field, one must be exposed to the right company and experiences. It will assist them in collaborating skills that will fruit their specialities.  “Security is not compliance. Compliance is compliance; security helps. But if you're secure, you're most likely going to be compliant because all the standards out there are the best practices.” Tom leads the Americas Council and collaborates with government and commercial organisations to maximise our value as a cybersecurity accreditation body and advocate for industry standards. His attention is drawn to the cybersecurity and infrastructure security agency's 16 critical infrastructure sectors, which are essential to US security, the national economy, and public health and safety. He directs strategic plans for our organisation's expansion while serving as an industry evangelist and educator on the importance of using accredited cybersecurity products and professionals to improve consumer privacy, security, and protections globally. Tom is a former US Marine who has been involved with CREST since 2016. He currently serves as the Chief Information Officer for the national law firm Mandelbaum Salsburg, overseeing critical infrastructure, privacy, and security operations. He is also a member of the Gerson Lehrman Group's Advisory Board, a member of the County College of Morris' Information Technology Advisory Committee, a Senior Advisor and Industry Advisory Board Member of the New Jersey Institute of Technology, and a member of the NYU Tandon School of Engineering's Cyber Fellows Advisory Council. Working with OWASP was also a previous...

Gordon Borrell is the Founder of Borrell Associates Inc. and is considered the local media industry's leading analyst. He is ranked in the top 2% among Gerson Lehrman Group's 150,000 consultants worldwide and is quoted frequently in advertising and media trade publications, as well as The Wall Street Journal, The New York Times, Ad Age, Forbes, and other publications. In this episode, Gordon discusses advertising's evolution into marketing. Marketers young and old need to realize the unique advantages they each have and work together to fill in gaps. Just as emerging platforms like TikTok are skyrocketing brands- radio, print, and television still have their place. We've experienced 2 prior waves, being; search and social media. Gordon goes into detail about the 3rd wave of marketing which is video. Brands that can adopt this way of communicating will be leading the marketing atmosphere in 2022 and the next several years. Your audience can find you- they are aware that you exist- now they want to get to know you! Allow them to see you in motion, be personable and watch the trust matrix amplify tenfold. We all have video cameras on our phones, take them out and hit record. That's what to expect this week on the Conquer Local Podcast.Conquer Local is presented by Vendasta. We have proudly served 5.5+ million local businesses through 60,000+ channel partners, agencies to enterprise-level organizations. Learn more about Vendasta and we can help your organization or learn more about Vendasta's Affiliate Program and how our listeners (like yourself) are making up to $10,000 off referrals.Are you an entrepreneur, salesperson, or marketer? Keep the learning going in the Conquer Local Academy.

Anirudh Singh sits down with Rishi Khanna, CEO of Stocktwits. The two discuss Rishi's lessons learned as a serial entrepreneur, the benefits of social trading, international expansion at Stocktwits, meme stocks, NFTs, and much more. Rishi Khanna: Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. In 2007, Rishi co-founded and served as President of Novus, a global portfolio intelligence platform company that invented the art of portfolio intelligence, solving unique data and analytics challenges facing capital allocators and fund managers across liquid and illiquid investments. Prior to co-founding Novus, Rishi was responsible for the development of the technology and product platforms for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University. For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24

Dr. Lara Devgan is a top board-certified New York City plastic surgeon and the founder and CEO of luxury medical-grade skincare line Dr. Devgan Scientific Beauty. She is an international lecturer, a renowned industry consultant, a classically trained artist, and an expert in plastic surgery and injectables for the face, breasts, and body. She is the former Chief Medical Officer of RealSelf, the largest online aesthetics community where consumers learn about cosmetic treatments and connect with doctors and other clinicians. Dr. Devgan is a medical expert for ABC News, an editorial consultant for The Lancet, a nationally and internationally invited lecturer on surgical topics, and an advisor on plastic surgical issues for Gerson Lehrman Group, Guidepoint Global, and Medefield. She has established herself as a key opinion leader within plastic and reconstructive surgery on social media, accruing nearly half a million followers on Instagram. Her brand, Devgan Scientific Beauty, has been featured in Glamour Magazine, Forbes, Allure, Harper's Bazaar, and Elle Magazine. Dr. Devgan pursued her undergraduate degree at Yale, medical school at Johns Hopkins, and plastic and reconstructive surgery residency at Columbia and New York Presbyterian Hospital. In this podcast, we learn about Dr. Devgan's path to plastic surgery and entrepreneurship, building her world-renowned luxury skincare brand. --- Support this podcast: https://anchor.fm/theia-hc/support

My guest today is Peter Lehrman the Founder and CEO of Axial, and we’re going to be talking about the market of buying and selling privately held companies, the inefficiencies as well as the progress. Peter is CEO and founder of Axial, responsible for delivering the company’s vision to become the trusted platform where private companies and their trusted advisors connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped to build the company’s global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. He lives in New York with his wife Eve and their four children. If you’re a business owner thinking about selling for the first time, and you have no idea where to start, this episode is for you. There’s a ton of information out there about how and when to sell your company, but not all advice is weighted equal. Bad advice goes a long way to souring your view on selling your company. Let’s turn to a market expert who will share how to find and assess M&A advisors that align with your goals. Peter Lehrman is the Founder and CEO of Axial — a marketplace where small businesses can find their next M&A advisor, investor or buyer — and he’ll help clarify what areas you need to educate yourself in and how best to achieve that education in time to make a positive difference in the sales process. On today’s show, we talk about inefficiencies between the buyer and seller, the state of the marketplace and the trends with entrepreneurs through acquisition (ETAs) in the lower middle market space. This is an awesome episode full of smart insights into the booming market of mergers and acquisitions. What You Will Learn The inefficiencies in small business M&A and Peters solution The valuation process Peter takes when working with a small business The process of the buyers and sellers engagement within Axial Why it’s important to know what the buyer and sellers want and why right from the start of the deal How you can make more money as an M&A advisor in middle market organizations Why selling a bigger business can be easier than a smaller one The structural challenge with small businesses that Peter is striving to solve Why Peter sees ETA (entrepreneur through acquisition) as a growing category in the M&A industry and what that means for the M&A market The trends on the buyer’s side of an acquisition - and what a lot of acquisition entrepreneurs want and why How sellers have so many options in today's market dynamic do to the amount of investment capital right now Bio: Peter is CEO of Axial and responsible for driving the company’s vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped build the company’s dominant global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. Quotes: 12:01 - “The number one goal for Axial is to create a set of introductions for buyer and seller, at the right points in time, on the right opportunities, with the right types of buyers and the right types of sellers.” - Peter Lehrman 16:38 - “I think we’ve made a huge leap forward in terms of the amount of people making content in the form of podcasts and books.”

My guest today is Peter Lehrman the Founder and CEO of Axial, and we’re going to be talking about the market of buying and selling privately held companies, the inefficiencies as well as the progress. Peter is CEO and founder of Axial, responsible for delivering the company’s vision to become the trusted platform where private companies and their trusted advisors connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped to build the company’s global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. He lives in New York with his wife Eve and their four children. If you’re a business owner thinking about selling for the first time, and you have no idea where to start, this episode is for you. There’s a ton of information out there about how and when to sell your company, but not all advice is weighted equal. Bad advice goes a long way to souring your view on selling your company. Let’s turn to a market expert who will share how to find and assess M&A advisors that align with your goals. Peter Lehrman is the Founder and CEO of Axial — a marketplace where small businesses can find their next M&A advisor, investor or buyer — and he’ll help clarify what areas you need to educate yourself in and how best to achieve that education in time to make a positive difference in the sales process. On today’s show, we talk about inefficiencies between the buyer and seller, the state of the marketplace and the trends with entrepreneurs through acquisition (ETAs) in the lower middle market space. This is an awesome episode full of smart insights into the booming market of mergers and acquisitions. What You Will Learn The inefficiencies in small business M&A and Peters solution The valuation process Peter takes when working with a small business The process of the buyers and sellers engagement within Axial Why it’s important to know what the buyer and sellers want and why right from the start of the deal How you can make more money as an M&A advisor in middle market organizations Why selling a bigger business can be easier than a smaller one The structural challenge with small businesses that Peter is striving to solve Why Peter sees ETA (entrepreneur through acquisition) as a growing category in the M&A industry and what that means for the M&A market The trends on the buyer’s side of an acquisition - and what a lot of acquisition entrepreneurs want and why How sellers have so many options in today's market dynamic do to the amount of investment capital right now Bio: Peter is CEO of Axial and responsible for driving the company’s vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped build the company’s dominant global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. Quotes: 12:01 - “The number one goal for Axial is to create a set of introductions for buyer and seller, at the right points in time, on the right opportunities, with the right types of buyers and the right types of sellers.” - Peter Lehrman 16:38 - “I think we’ve made a huge leap forward in terms of the amount of people making content in the form of podcasts and books.”

Please join Debra Phares, Senior Strategist at Family Advisory and Philanthropy Services, and Mark Gerson, co founder of the Gerson Lehrman Group and Thuzio, and Chairman of African Mission Healthcare, for a conversation around philanthropy and Judaism. Through this Faith and Philanthropy initiative, UBS is offering a 100 percent match on all contributions made to the African Mission Healthcare program via the UBS Optimus Foundation through year end. Please contact your UBS Advisor to learn more. UBS is offering a 100 percent match on donations to African Mission Healthcare through the UBS Optimus Foundation through December 31, 2021. This 100 percent match will be offered for the first USD 9,000,000 raised.

Are you ready for a Challenge? Join me LIVE with other CEO's, Founders, and Revenue Leaders from July 26th-30th at the Referrals for Revenue Challenge: https://www.referralsforrevenuechallenge.com/goHave you ever learned something in your career the hard way? Often, we only realize the value of lessons much later when we have gained a lot more experience. Today's guest, Sam Jacobs, learned about humility only after quitting his job in investment banking to start a record label that failed abysmally. He also learned some vital lessons after getting fired multiple times from several different companies over the last decade. Sam has had a huge diversity of experiences. He is the Founder and CEO of Pavilion, the premier community and premier development platform for high-growth leaders and their teams at every function.After grinding for a long time, Sam started Revenue Collective as a group therapy session and community for his friends and peers so that they could support each other, help one another find jobs, and get better at their jobs. He started the community as a group in New York. They got together every quarter to talk about their problems and challenges over some drinks or a meal. People from all over the world started hearing about it. They began reaching out to Sam to start new chapters. So they got some other chapter heads in London, Toronto, Boston, and Amsterdam, and they also added Indianapolis, Denver, and Atlanta. Revenue Collective started charging dues at the start of 2018. Sam was still working then, so it was a side-hustle for him. After getting fired from his job a few months later, he decided to do it full-time. He figured that if he got 2000 paying members, he could survive in New York. It was a huge success, and they rebranded to become Pavilion. The mission of the company is about helping each person get where they want to go in their life through their work. Pavilion was profitable, and Sam was not planning on raising any money. However, he got an email from Elephant Ventures, offering him $25,000,000. So he took the money and used it to build his company to where it is today.  Getting fired sucks for many reasons, regardless of how much you get paid for severance. Despite making a lot of money at Gerson Lehrman Group, Sam was not happy there. He went through a divorce at the same time as he got fired from GLG, so he lost a lot of money, and his income also dropped drastically. That was the start of a radical transformation for Sam.Sam went to work for Axial in their very early stage. After getting fired, he went to Livestream. He left there to join TheMuse.Com as their CRO and, after seven months, was asked to leave. They felt he was not a good fit for their culture because he was too hard. He then moved onto Behavox but got asked to leave because he was too lenient. Getting fired at the executive level is not quite as crazy as getting fired as an account executive. At the executive level, you get fired as an individual contributor because you did not hit your number. If you get fired as a C-Suite executive, however, it is probably because your vision does not align with what the CEO wants to do, and ultimately, you are in service of the CEO's vision.Although he is introverted, Sam loves to help people. Since starting Revenue Collective in 2016, Sam has been sincerely looking for ways to help his friends and the broader community. Sam loves hearing about people who work hard, want to be better, do things the right way, and succeed. He recently did a workshop for their Rising Executives Program and realized that 5 of those who joined their January class have already been promoted to VP.Getting fired from The Muse was a turning point in Sam's life. That was when he decided to stop relying on other people and start charging dues for Revenue Collective. He also decided to try for sponsorship, so he asked Kevin O'Malley of SalesLoft for $10,000 to put together a dinner for him in New York each quarter. Kevin agreed, and Sam started charging dues of $50 per month. 19 of the 21 members paid their dues. Sam kept on moving forward, and more people wanted to join his collective.To build a successful company, you need to find a technical person to build a product. Unfortunately, finding engineers is the hardest part of building a company because most engineers want to work for other smart engineers. That is why you need to have a product-driven founder. Before, Sam never gave himself the right to believe that his community could get big and never allowed himself to dream. Covid was an inflection point because everything became digital, and many networking businesses failed to adapt and went out of business. They adapted very quickly, however, and grew 5x during Covid.Over the past few months, Sam finally let himself believe that the thing he was doing could be huge. A paid membership model is a more elegant way to do things because it forces people to commit, and they can be your customer. Sam built Pavilion, which is worth $100,000,000, using other people's tools. That makes him wonder if we could be moving to a world where engineering talent is no longer the prerequisite that it used to be to build a valuable company. Quantifying his values and writing down what he believed internally for his company (then Revenue Collective) was extremely powerful for Sam. In 2018, he decided that if his company grew to 1000 people, he would stay close to the reasons he started in the first place, keep on checking in with those values, and be as helpful and useful to the membership as possible.You don't need to be a genius with B2B. You only need to listen to your customers. They will tell you what they want, so keep your mouth shut and listen. One of Pavilion's values is: Listen closely. Act quickly.All Sam thinks about is what people need.During Covid, Sam decided to start an exclusive community that people could only join if they were out of work. It was to help people find jobs and provide group therapy for those who could not. He called it On the Bench, and there are currently 200 people in the program. Sam had no master plan. He just tried to do the next right thing.There are 3 jobs for the CEO:Never run out of moneyRecruit or build a teamSet the visionYou need to delegate effectively. Sam is lazy, which is good because he delegates.Delegating helps you scale. If you set clear direction and clear values, you can grow.Telling people to go and figure things out is good for creating their self-reliance. It can also be difficult because sometimes it is better to have someone else help you figure things out.The top sales and marketing levers that Sam pulled to get the growth he did from a bootstrap perspective for Revenue Collective were:He created brand affinity by explicitly encouraging people to put Revenue Collective on their LinkedIn profiles. Initially, 50% of the community did it. Now, 82% of the community does it.He created a multi-level marketing component to Revenue Collective because he shares the money from the dues with people for the work they do for the platform. Some of the members tied their brands to Revenue Collective because they benefited personally from a financial incentive for doing that.He does unscalable things that lead to scale, like coaching calls, to show customers that he cares. Sam feels that people are overly obsessed with ‘scale' on the margin.Venture capital is good if you have a strong product-market fit and a strong go-to-market fit. The limiting factor in your growth is just money, so if you have something that lots of people love, get it into as many hands as possible, and cement your competitive advantage, venture capital can be very powerful.  Venture capital is a bad thing if you misdefine what you perceive to be your exceptionalism, and as a consequence, you take on a lot of money, obligation, and an expectation of growth that you are not ready to deliver on.It could take 18 months to 2 years to work yourself into a position to raise money.Sam cares about a different way of doing business and teaching people that you can split the difference and leave some money on the table. It is okay to do something for someone without asking for anything in return, even if some people take advantage of your generosity. It will all come back to you eventually for what you want to achieve in your life, including making money.There is a different way to live. It is about helping before asking for help, looking to offer advice, and not treating relationships transactionally.Links and resources:Sam Jacobs on LinkedInJoin PavilionEmail Sam Jacobs: sam@joinpavilion.comNeed help scaling your revenue? Apply to work with Ryan at https://scalerevenue.io/apply

Jim Sharpe is the CEO at Aventri, an Event Management Technology that enables thousands of brands globally to transform the way they plan and execute their events and meetings for virtual, hybrid, and in-person event experiences. Throughout his career, Jim has led high-performing teams in private equity-backed tech-enabled businesses, investing in talent, service and product resulting in significant revenue growth.  Prior to Aventri, Jim was Managing Director and GM of Gerson Lehrman Group's. In this capacity he led several hundred professionals and achieved significant expansion of the user base while growing revenues to over $200 million.  During this interview we cover: 00:00 Contentfy, Your On-Demand Content Team (Sponsor) 02:15 - Jim's Background, Past Positions & Ventures 04:32 -  Aventri & the Virtual Events Boom 08:07 - What's Expected for the Industry to Behave in the Near Future?  10:37 - Where are Virtual Events Happening? 14:13 - Ensuring Security as Well as Experience for Live Events 17:30 - Is Hosting a Virtual Event for Every Business 20:17 - Ways to Prove ROI with a Virtual Event 23:46 - Product Development & Roadmap with Many Variables 29:05 - Attracting & Building a Strong Foundation of Trust with Investors 32:21 - Advice Jim Would Tell his 25 Year old Self 34:05 - Biggest Challenges Jim is Facing Right Now 35:18 - Instrumental Resources for Jim 37:46 - What does Success mean to Jim Today 38:18 - Get in Touch with Jim Mentions: https://www.aventri.com/ (Aventri) Books: https://carolinewebb.co/books/how-to-have-a-good-day/ (How to Have a Good Day) https://hbr.org/books/watkins (The First 90 Days) https://untetheredsoul.com/ (The Untethered Soul) People: https://carolinewebb.co/bio/ (Caroline Webb) Get In Touch With Jim: https://www.linkedin.com/in/jim-sharpe-878b9 (Jim's Sharpe's Linkedin) jim.sharpe@aventri.com Tag us & follow: https://www.facebook.com/HorizenCapitalOfficial/ (Facebook)  https://www.linkedin.com/company/horizen-capital (LinkedIn)  https://www.instagram.com/saasdistrict/ (Instagram)  More about Akeel: Twitter - https://twitter.com/AkeelJabber (https://twitter.com/AkeelJabber) LinkedIn - https://linkedin.com/in/akeel-jabbar (https://linkedin.com/in/akeel-jabbar) More Podcast Sessions - https://horizencapital.com/saas-podcast (https://horizencapital.com/saas-podcast)

Sam Jacobs is one of the leading figures in revenue development at high-growth companies around the world, and is recognized as one of the top go-to-market executives in the country. He is the Founder of Revenue Collective, the leading global community for customer-facing executives, with more than 2,000 members around the world. Sam also hosts the Sales Hacker Podcast, which generates roughly 40,000 downloads per month and has featured guests ranging from Dan Pink to Mark Roberge, and many more. Prior to Revenue Collective, Sam spent 15 years leading go-to-market teams in the greater New York City area, including serving as Chief Revenue Officer of Behavox and The Muse, Senior Vice President of Sales and Marketing for Livestream (acquired by Vimeo/IAC in 2017), Senior Vice President of Sales and Business Development at Axial, and Managing Director at Gerson Lehrman Group. He’s helped businesses scale revenue anywhere from $0 to just shy of $300M, and has been instrumental in the raise of more than $1B in institutional capital across various companies. Sam graduated with degrees in Commerce and Economics from the University of Virginia. He lives in the West Village of New York City with his wife and two mostly blind, old dogs. Show Links https://www.revenuecollective.com/ https://www.linkedin.com/in/samfjacobs/ Show Sponsor http://teachable.com/success

Sam Jacobs is one of the leading figures in revenue development at high-growth companies around the world and is recognized as one of the top go-to-market executives in the country. He is the Founder of Revenue Collective, the leading global community for customer-facing executives, with more than 2,000 members around the world. Sam also hosts the Sales Hacker Podcast, which generates roughly 40,000 downloads per month and has featured guests ranging from Dan Pink to Mark Roberge, and many more.       Prior to Revenue Collective, Sam spent 15 years leading go-to-market teams in the greater New York City area, including serving as Chief Revenue Officer of Behavox and The Muse, Senior Vice President of Sales and Marketing for Livestream (acquired by Vimeo/IAC in 2017), Senior Vice President of Sales and Business Development at Axial, and Managing Director at Gerson Lehrman Group.      He's helped businesses scale revenue anywhere from $0 to just shy of $300M and has been instrumental in the rise of more than $1B in institutional capital across various companies. Sam graduated with degrees in Commerce and Economics from the University of Virginia. He lives in the West Village of New York City with his wife and two mostly blind, old dogs.    Connect with Sam: sam@revenuecollective.com www.revenuecollective.com Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon’s Book: The Think Big Movement: Grow your business big. Very Big!  

In this episode, Hall welcomes Greg Thomas, Managing Director of 375 Park Associates. Headquartered in New York with affiliates in Asia, Europe, and the U.S., 375 Park Associates is a strategic growth advisory firm which helps private equity firms overcome challenges in their portfolio. Their partners and associates have closed transactions in the U.S. and abroad, ranging from US$10 million to US$150 million in value. Named as one of the Top 100 in Finance for 2020, Greg specializes in business development, structured finance, and LBOs with a focus on disruptive companies. He has nearly 20-years' experience in Asia, helping many U.S.-based firms to expand their presence in the region; results include reducing costs by more than 20% and increasing profits by millions of dollars.  Before joining 375 Park Associates, Greg was the Regional Director and Managing Partner of IMC International Asia-Pacific. At IMC, he worked on several LBO teams, led a joint venture with a New York-based hedge fund, and started a ship finance operation. Greg spent four years as the Managing Director & President of Foundation Consulting, a company that was acquired by IMC in 2013. He has held management positions with Fortune 500 companies in the U.S., and has led business units of ultra-growth companies in Asia-Pacific with P&Ls in excess of US$30 million, and had previously served on the advisory council for CX@Rutgers, a judge for the 16th Annual M&A Advisor Awards, and as a director of financial advisory for Mazars.​ Besides acting as an advisor to several startups in the U.S. and Asia, Greg is an advisor to the digital ecosystem - Dreamr, a member of the advisory councils of the Harvard Business Review, McKinsey Quarterly, the Gerson Lehrman Group, and Expert Coin. He is also a regular guest on Dukascopy TV.  Greg studied Organizational Communications, Learning, and Design at Ithaca College and has a BSc in Communications from Almeda University as well as an MBA Administration from Edinburgh Business School at Herriot Watt University. Greg shares with Hall the company's investment thesis pre and post-COVID-19 and how he sees the early-stage funding world evolving.  You can visit 375 Park Associates at , via LinkedIn at , and via Twitter at .    Greg can be contacted via email at .

Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Todd talks with Peter Lehrman about how businesses are valuated to be bought and sold. Peter is the CEO and founder of Axial, an online platform that enables private companies and trusted advisors to confidently raise capital, pursue acquisitions, and exit their businesses. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped to build the company’s global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. He lives in New York with his wife Eve and their four children. Book: High Output Management by Andrew Grove You can connect with Peter at www.Axial.net, LinkedIn or peter@axial.net Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: www.youtube.com/c/PillarsOfWealthCreation

Jim Sharpe joined Aventri as CEO in January 2020 and is focused on leading the global Aventri team as it executes on its vision to help the world Connect Better. Throughout his career, Jim has led high-performing teams in private equity-backed tech-enabled businesses. Prior to Aventri, Jim was Managing Director and GM of Gerson Lehrman Group's (GLG) largest and most profitable business unit, Financial Services. In this capacity he led several hundred professionals and achieved significant expansion of the userbase while growing revenues to over $200 million. 

On today's show, we chat with Jeff Thomas, a Senior Vice President of Nasdaq's Corporate Services business unit. Based in San Francisco, Jeff oversees Nasdaq's new Listings and Capital Markets businesses. He also oversees business development and relationship management for Nasdaq's listed companies and Investor Relations Solutions' clients in the Western United States.  Previously, he served as President of Liquidity Solutions at Nasdaq Private Market, where he worked closely with private companies to help them provide shareholder liquidity prior to an IPO.  Prior to joining Nasdaq in 2014, Jeff held senior positions at SecondMarket, Gerson Lehrman Group and Altera Corp. He holds a bachelor's degree in Electrical & Computer Engineering from Carnegie Mellon University in Pittsburgh, Pa. He sits on the Board of Directors of the Silicon Valley Leadership Group.   In this episode, you'll learn: What is the investment community saying about the IPOs of 2019? What is a direct listing, and is it different than a traditional IPO? Environmental, Social, and Governance (ESG). What is this trend so many are talking about? What emerging technology is Nasdaq implementing?    Help us out! Help us reach new listeners by leaving us a rating and review! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!   Guest: Nasdaq website Jeff Thomas' LinkedIn   CONNECT WITH SHAWN: https://linktr.ee/ShawnflynnSV   Shawn Flynn's Twitter Account Shawn Flynn's LinkedIn Account Silicon Valley LinkedIn Group Account Shawn Flynn's Facebook Account Change to Shawn@thesiliconvalleypodcast.com    

Michelle Dhansinghani is the CEO of Elan Strategies, a Washington D.C based boutique consulting firm with a global presence focused on business development for non-profit organizations, private sector investments, and political campaigns. We generate growth and revenue for our clients through access to a powerful and expansive network of corporations, civil society organizations, and public sector entities in the United States and in Latin America. Described as a connector and relationship builder, Michelle loves brainstorming with clients and developing strategy to ensure her clients succeed. Prior to founding Elan Strategies, Michelle worked for the United States Hispanic Chamber of Commerce (USHCC), the largest Hispanic business organization in the United States, managing fundraising efforts with Fortune 500 companies in the energy, technology, hospitality, and consumer goods industries. She was part of a team of two in charge of fundraising over $6 million a year from Corporate America. Previously, Michelle worked for the Cesar Chavez Foundation as the Regional Director of Outreach, building national relationships with labor, farm worker, and non-violent organizations. While in Austin, Texas Michelle worked at Gerson Lehrman Group focusing on investment decisions in the energy and industrial industries.

This week on the Sales Hacker podcast, we speak with Jim Sharpe, CEO of Aventri. Aventri provides event management technology that helps companies grow their meetings and events. Prior to assuming the role of CEO, Jim served as managing director and general manager of Gerson Lehrman Group's largest and most profitable business unit, their financial services unit where he grew revenues to more than $200 million. We talk about what it's like to step into the role of CEO for the first time at a large company.

This week on the Sales Hacker podcast, we speak with Jim Sharpe, CEO of Aventri. Aventri provides event management technology that helps companies grow their meetings and events. Prior to assuming the role of CEO, Jim served as managing director and general manager of Gerson Lehrman Group's largest and most profitable business unit, their financial services unit where he grew revenues to more than $200 million. We talk about what it's like to step into the role of CEO for the first time at a large company.

Brandon Sedloff is the VP of Sales/Managing Director at Juniper Square. Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for the real estate industry, Juniper Square helps our clients manage over 200,000 investment positions totaling more than $800B in real estate.Prior to Juniper Square Brandon was Global Head of Corporate Development at the Urban Land Institute (ULI), a global real estate research and education institute. Brandon was the founder of ULI's real estate + technology initiative bringing together real estate owners, operators, REIT's, and investors with technology companies working to evolve the real estate industry.Episode Notes:01:00 - The Most Active Man on LinkedIn?02:55 - About Juniper Square06:00 - The trajectory of the industry13:00 - Minimizing the intersections15:30 - Brandon's background23:35 - Why are you working at Juniper Square?26:40 - "What's your personal genius?"31:20 - The future of Juniper Square34:00 - The World Famous Hot Seat!45:10 - Mickey's MinutePreviously, Brandon spent nearly 7 years in Hong Kong where he was Head of Asia Pacific Real Estate for GLG (formerly Gerson Lehrman Group), and later Managing Director, Asia Pacific at the Urban Land Institute. In both roles, Brandon was the executive in charge of helping to scale new initiatives for existing organizations.Brandon is an active volunteer and advisor within the real estate and technology industries.Outside of work, Brandon enjoys spending time with his wife and two young children and aspires to run a sub 3- hour marathon.

On today’s show, we chat with Jeff Thomas, a Senior Vice President of Nasdaq’s Corporate Services business unit. Based in San Francisco, Jeff oversees Nasdaq’s new Listings and Capital Markets businesses. He also oversees business development and relationship management for Nasdaq’s listed companies and Investor Relations Solutions' clients in the Western United States. Previously, he served as President of Liquidity Solutions at Nasdaq Private Market, where he worked closely with private companies to help them provide shareholder liquidity prior to an IPO. Prior to joining Nasdaq in 2014, Jeff held senior positions at SecondMarket, Gerson Lehrman Group and Altera Corp. He holds a bachelor's degree in Electrical & Computer Engineering from Carnegie Mellon University in Pittsburgh, Pa. He sits on the Board of Directors of the Silicon Valley Leadership Group.In this episode, you’ll learn:What is the investment community saying about the IPOs of 2019?What is a direct listing, and is it different than a traditional IPO?Environmental, Social, and Governance (ESG). What is this trend so many are talking about?What emerging technology is Nasdaq implementing? Help us out!Help us reach new listeners by leaving us a rating and review! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!Tweet your comments about this episode directly to Shawn Flynn and the rest of The Investor’s Podcast Community using #TIPSiliconValley.BOOKS AND RESOURCESNasdaq websiteJeff Thomas’ LinkedInDownload your free audiobook at Audible.Find the best job candidate at Ziprecruiter.Capital One.This is Banking Reimagined.GET IN TOUCH WITH SHAWNShawn Flynn’s Twitter AccountShawn Flynn’s LinkedIn AccountSilicon Valley LinkedIn Group AccountShawn Flynn’s Facebook AccountEmail: Shawn@TheInvestorsPodcast.com

Peter Lehrman is the CEO of Axial, an online platform that connects business sellers and buyers to find the best merger and acquisition partnership possible. Peter comes from an entrepreneur family. He studied at Stanford and learned the ins and outs of M&A through the private equity industry. During his time in private equity, Peter saw a very inefficient process that inspired him to develop Axial. He shares how his platform closes information gaps for both sellers and buyers. We discuss the wealth of information business owners can utilize to be better prepared for the M&A process and how Axial promotes those resources. What you will learn: Peter’s time in business with his brother and early experience. His time in private equity and what he learned. The inefficiencies that Peter hoped to correct with Axial. Who does Axial serve? Peter’s opinion on the “Baby Boomer Exodus.” The 2 major information gaps Axial tries to fill for their clients. The importance of reputation in M&A transactions. How a seller can find a serious buyer. Axial’s commitment to educating their clients. Selling a business cannot be delegated out to someone else. The 3 drivers of business value. Takeaways: Use resources like GXP Collaborative and Axial to educate yourself on the selling process. You are the owner of your exit experience and the more homework you do the smoother the process. Links and Resources: GEXP Collaborative Axial Middle Market Review Peter’s email About Peter: Peter is CEO of Axial, responsible for driving the company’s vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped build the company’s dominant global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School.

Peter Lehrman is the CEO of Axial, an online platform that connects business sellers and buyers to find the best merger and acquisition partnership possible. Peter comes from an entrepreneur family. He studied at Stanford and learned the ins and outs of M&A through the private equity industry. During his time in private equity, Peter saw a very inefficient process that inspired him to develop Axial. He shares how his platform closes information gaps for both sellers and buyers. We discuss the wealth of information business owners can utilize to be better prepared for the M&A process and how Axial promotes those resources. What you will learn: Peter’s time in business with his brother and early experience. His time in private equity and what he learned. The inefficiencies that Peter hoped to correct with Axial. Who does Axial serve? Peter’s opinion on the “Baby Boomer Exodus.” The 2 major information gaps Axial tries to fill for their clients. The importance of reputation in M&A transactions. How a seller can find a serious buyer. Axial’s commitment to educating their clients. Selling a business cannot be delegated out to someone else. The 3 drivers of business value. Takeaways: Use resources like GXP Collaborative and Axial to educate yourself on the selling process. You are the owner of your exit experience and the more homework you do the smoother the process. Links and Resources: GEXP Collaborative Axial Middle Market Review Peter’s email About Peter: Peter is CEO of Axial, responsible for driving the company’s vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped build the company’s dominant global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School.

Feed Your SoulAired Tuesday, 7 May 2019, 2:00 PM ETCountless diets, cleanses, and thirty-day challenges are geared to help people lose weight, heal their digestion, and have more energy. Yet these temporary protocols fall short when it comes to true transformation. In this inspiring conversation, nutrition expert Carly Pollack shares her unique understanding of body science, brain wiring, and spiritual principles to facilitate real, long-term change. You’ll learn why your inner work the most important piece of weight loss and so much more.About the Guest: Carly PollackCarly Pollack is the author of Feed Your Soul and is the founder of Nutritional Wisdom, a thriving private practice based in Austin, Texas.A Certified Clinical Nutritionist with a master’s degree in holistic nutrition, Carly has been awarded Best Nutritionist in Austin five years running and has helped over 10,000 people achieve their health and happiness goals.Carly has lectured all over the country for incredible companies such as Facebook, Whole Foods Market, Livestrong Foundation, lululemon, Atlassian, WeWork, Tech Stars, Flatwater Foundation, Frog Design, Texas Medical Association, Rackspace, The Hilton, Planet Cancer, Dimensional Fund Advisors, Gerson Lehrman Group, Crimson, and Heineken among many more. She was a featured speaker at Whole Foods Market with CEO John Mackey and board of directors and helping founders, Margaret Wittenberg and Jim Sud.WEBSITE: https://www.carlypollack.comFACEBOOK: https://www.facebook.com/CarlyPollackNutrition/TWITTER: https://twitter.com/carly_pollackPINTEREST: https://www.pinterest.com/wisdomseekers

Gordon Borrell built an entire business around a survey, and he's still at it! It's 10 years running and there isn't a stop in sight. Gordon Borrell, CEO of Borrell Associates, has confirmed what we've been hypothesizing for awhile now. The customer journey needs to have a relationship built off trust, BUT he throws in a twist. Listen and find out what the secret sauce is. Gordon Borrell is ranked in the top 2% among Gerson Lehrman Group’s 150,000 consultants worldwide and is quoted frequently in The Wall Street Journal, The New York Times, Ad Age, Forbes and other publications. He has appeared on CNN and other TV and radio programs discussing trends and forecasts for local media. Prior to starting Borrell Associates, Gordon was vice president for new media for Landmark Communications, where he worked for 22 years. Subscribe to the podcast now, on iTunes goo.gl/8vPm1B and Google Play goo.gl/uyDsij

1. Gray matter differences in patients with functional movement disorders 2. [What’s Trending]: Recovery of Over-Ground Walking after Chronic Motor Complete Spinal Cord Injury. In the first segment, Dr. David Lapides talks with Dr. Carine Maurer about her paper on gray matter differences in patients with functional movement disorders. In the second part of the podcast, Dr. Alex Menze focuses his interview with Claudia Angeli on recovery of over-ground walking after chronic motor complete spinal cord injury. Dr. David Lapides reports no disclosures. Dr. Carine Maurer received research support from NIH, Intramural Research Program and academic research support from Stony Brook University School of Medicine. Dr. Maurer has done consultancy work for Gerson Lehrman Group. Dr. Alex Menze reports no disclosures. Dr. Claudia Angeli reports no disclosures.

Show description/summary:1) Neurology and the Humanities: Discovering the patient within2) Topic of the Month: immunosuppressants in neurologyIn the first segment, Dr. Ted Burns talks with Dr. Richard Morton about his Neurology and the Humanities paper, “Discovering the Patient Within.” In the second part of the podcast, Dr. Stacey Clardy focuses her interview with Dr. Anne Cross on immunosuppressants in neurology. Disclosures can be found at Neurology.org.DISCLOSURES:Dr. Burns serves as a section editor for the Neurology® podcast; serves on advisory boards for Argenx, UCB, and CSL Behring; receives travel or speaker honoraria from Argenx and Alexion; and received support for consulting from UCB Pharma and CSL Behring.Dr. Morton reports no disclosures. Dr. Clardy has received research support from Western Institute for Biomedical Research (WIBR).Dr. Cross has served on advisory boards for Roche and Genentech; has served on editorial boards for Brain Pathology, Journal of Neuroimmunology, and Annals of Clinical Translational Neurology; receives research support from Roche, Teva Neuroscience, OBOE, NIH, Barnes-Jewish Hospital Foundation, and Conrad N Hilton Foundation; consults with Biogen, Sanofi-Aventis/Genzyme, Novartis, Teva Neuroscience, Gerson Lehrman Group, Guidepoint Global, LLC, AbbVie, EMD Serono, Genentech, and Bayer; and receives honoraria from Projects in Knowledge, Prime Education, Inc., Race to Erase MS, Conrad N. Hilton Foundation, and WebMD.

Show description/summary:1) Evaluating the safety of beta-interferons in multiple sclerosis 2) Neurology® Today: New Classifications of Seizures and Epilepsies Include New Seizure Types, Simpler TermsThis podcast begins and closes with Dr. Robert Gross, Editor-in-Chief, briefly discussing highlighted articles from the June 13, 2017 issue of Neurology. In the first segment, Dr. Michael Levy talks with Dr. Helen Tremlett and Dr. Hilda De Jong about their paper on evaluating the safety of beta-interferons in multiple sclerosis. In the next part of the podcast Dr. Nathan Fountain focuses his interview with Dr. Robert Fisher on the new classifications of seizures and epilepsies presented by the International League Against Epilepsy. Disclosures can be found at Neurology.org.DISCLOSURES:Dr. Levy serves on advisory boards for Asterias, Chugai, and Alexion; serves as Editorial Board member of Multiple Sclerosis and Related Disorders; holds patents for an aquaporin-4 sequence that elicits pathogenic T cell response in animal model of neuromyelitis optica, and for use of a peptide for diagnostic and therapeutic developments; has consulted for Guidepoint Global, Gerson Lehrman Group, and Cowen Group; and has received research support from Viropharma/Shire, Acorda, ApoPharma and Sanofi, Genzyme, Alnylam, Alexion, Terumo BCT, National Institute of Neurological Diseases and Stroke, and Guthy-Jackson Charitable Foundation.Dr. Tremlett has served on scientific advisory boards for US National MS Society and the Centers for Disease Control and Prevention; is the Canada Research Chair for Neuroepidemiology and Multiple Sclerosis; has received research support from the National Multiple Sclerosis Society, the Canadian Institutes of Health Research, Canada Foundation for Innovation, the Multiple Sclerosis Society of Canada, US National Multiple Sclerosis Society, Multiple Sclerosis Scientific Research Foundation, Michael Smith Foundation for Health Research, and the UK MS Trust; has received speaker honoraria and/or travel expenses to attend conferences from the Consortium of MS Centres, the National MS Society, ECTRIMS, the Chesapeake Health Education Program, US Veterans Affairs, Novartis Canada, Biogen Idec, American Academy of Neurology.Dr. Fountain is an epileptologist at the University of Virginia Comprehensive Epilepsy Program (100% effort).All other participants report no disclosures.

Venrock partner Nick Beim talks to Mark Gerson, co-founder and Chairman of Gerson-Lehrman Group, about his early entrepreneurial pursuits, why society should promote entrepreneurism and why it’s a bad idea to keep all of your ideas to yourself when first starting out. When Gerson’s innovations stretched to providing first-response services and healthcare for underserved populations, he came to the realization that philanthropy, like any other venture, focuses on the amount of return — social or financial — on any project. From a healthcare foundation operating in areas like Malawi and Kenya, to a network of first responders that treat victims of pre-hospital trauma in Israel, Gerson shares his wisdom on building connections and social awareness through business.

Trevor Wolfe. He’s the CEO and co-founder of Delvv.io. He started his career in New York, where he held product innovation and marketing positions for Kantar and TNS. He also led the marketing for New York brands, Gerson Lehrman Group, along with Moveline—which is a tech startup in NYC Company and Morgan Stanley. Throughout his career, he’s launched over a dozen analytics and research products and is an active advisor to investors in market research, adtech, and media tech startups in New York, Vegas, and Africa. He holds a BBA in international business from Hofstra University and is an aspiring sailor. His cat’s name is Junior. Famous Five: Favorite Book? – Tracy Kidder's books and The Power Broker What CEO do you follow? – Scott Belsky Favorite online tool? — The Top Inbox and Slack How many hours of sleep do you get?— 5 and half to 6 If you could let your 20-year old self, know one thing, what would it be? – Trevor would tell himself to go find his fiancée so that he could spend 5 more years with her   Time Stamped Show Notes: 01:12 – Nathan introduces Trevor to the show 02:06 – Delvv is a platform that allows advertising and marketing professionals to get a peer review on creative campaigns before using them as paid ads 02:22 – Delvv has 2 models: the marketplace, where they go to agencies and brands, and the subscription model, where you can use Delvv’s own organization 03:05 – Delvv was launched in March, 2016 03:29 – The subscription model has just been launched and is already being used by Ogilvy 03:31 – The subscription model is per license fee 03:48 – Delvv packaged a panel of 30 professionals to start an organization 03:57 – The panel processes the feedback and turns it into a report 04:17 – The 30 professionals are paid depending on campaign feedback 04:32 – If Ogilvy pays 5K for a campaign feedback, $1500-2200 will go to the 30 professionals 05:12 – Trevor and his co-founders have spent more time in advertising campaigns 05:39 – Delvv is doing more digital now, but most of their revenue comes from TV and radio campaigns 06:00 – Delvv has worked with 17 different brands and they’re working with Delvv in 10 different countries 06:16 – Delvv did $180K since May 2016 in marketplace sales 06:30 – Delvv has paid 700-1200 professionals to do the campaign feedback 06:41 – Some of them are from agencies and would spare 30-60mins for the feedback 07:10 – Delvv is getting $4000-6000 per contract 07:23 – Delvv has 8 full-time workers and a few contractors and interns 07:30 – The team is based in Johannesburg, South Africa 07:45 – There’s an advantage to having a team in South Africa 08:11 – The disadvantage in South Africa is the electricity, but not the internet speed 08:21 – Once a week, the power in the whole city goes out for a few hours 09:05 – Trevor and his co-founder funded the business for $10K 09:37 – They have raised $300K from Angel investors 09:49 – Trevor was 32 when he launched Delvv 10:29 – Trevor has kept his expenses down to $2K to save up for the business 10:41 – “I’ve traded my shoebox of an apartment in New York for a 4-bedroom house, here, with open garden and a pool” 11:18 – Delvv has 80K in contract for the month of March 11:33 – “We really wanted to push the SaaS based platform” 12:08 – Delvv will start their seed round of about $1M on an equity round 13:12 – Delvv has a UK investor, a local fund and VC in South Africa as their investors 15:00 – The Famous Five   3 Key Points: Campaigns are significant to any company and having feedback can help you save more money. There are pros and cons in having a business in another country – try to find a way to work it out if you really want a change of environment. You can enter the world of entrepreneurship by saving up and making your expenses as low as possible.   Resources Mentioned: The Top Inbox – The site Nathan uses to schedule emails to be sent later, set reminders in inbox, track opens, and follow-up with email sequences Organifi – The juice was Nathan’s life saver during his trip in Southeast Asia Klipfolio – Track your business performance across all departments for FREE Acuity Scheduling – Nathan uses Acuity to schedule his podcast interviews and appointments Host Gator– The site Nathan uses to buy his domain names and hosting for the cheapest price possible Audible– Nathan uses Audible when he’s driving from Austin to San Antonio (1.5-hour drive) to listen to audio books Freshbooks – Nathan doesn’t waste time so he uses Freshbooks to send out invoices and collect his money. Get your free month NOW Show Notes provided by Mallard Creatives

My new book Predictable Prospecting is set to inspire sales teams all over the world to reformat and build their B2B sales pipelines. Curious to know more about the writing process behind the book? This episode features a conversation with Jeremey Donovan, my co-author on Predictable Prospecting, as we discuss our reasoning behind writing the book and what we think sales representatives can get out of our methodology. Jeremey Donovan is the Head of Sales Strategy at Gerson Lehrman Group. When he isn’t at his day job, you can find Jeremey serving as an adjunct professor at the NYU School of Professional Studies or writing and speaking about Public Speaking - his book How To Deliver a TED Talk topped the bestseller list both domestically and internationally. Episode Highlights: Background : The “Why” behind Predictable Prospecting The effect of automation on sales Roleplay as a training tool Timeblocking in the workday The “Keep or Kill” technique Resources: Pre-order my new book Predictable Prospecting: How to Radically Increase Your B2B Sales Pipeline , out on August 19th 2016! Check out Spin Selling by Neil Rackham, the book Marylou and Jeremey agree was fundamental to beginning their sales careers! Connect with Jeremey Donovan on LinkedIn or through his website, Speaking Sherpa.   Quotes/Tweets: “Roleplay every day”- Marylou “If I had to point to a single factor as the key make or break in success - it’s timeblocking”- Jeremey Donovan “There is no perfect subject line, there is no perfect email…. The thing that matters the most is personalization” - Jeremey Donovan “Send quality down the pipeline so that the clients that you close bring in the highest revenue potential” - Marylou

When your goal is to double sales productivity AND increase happiness the insight of a sales strategist is key. Our guest today is Jeremey Donovan the Head of Sales Strategy for the Gerson Lehrman Group. Jeremey believes that goals in sales and improving staff happiness can be achieved simultaneously. He views his position as that of a service professional with a goal to make the sales staff’s jobs easier. Jeremey Donovan was once an electrical engineer who moved through many roles to his current position with the Gerson Lehrman Group. His methods include involvement of key sales staff to improve a process before rolling out and split testing emails before templating. Jeremey strives to make the prospecting process personal by encouraging staff to write with a conversational tone. Providing training to employees is one of his largest priorities when tasked with improving morale; increasing skills to empower. Episode Highlights:   How to “stack the deck” in your favor when introducing new policy When to ask “Are We A Fit for You?” The process for creating an email template Tips for effective emails Common requests of sales staff during employee survey What skill Jeremey believes is invaluable Jeremey’s biggest tip for increasing prospecting Resources: Gerson Lehrman Group Connect with Jeremey on LinkedIn    

This week Shira talks with Joshua Pines, an American who lives in London. They talk about how Joshua is using partners to grow his SaaS company. Joshua Pines has spent nearly 20 years on the business side of the technology industry. He is a co-founder and the head of corporate development and marketing for Sirenum, a workforce management SaaS platform based in North London. Previously, Josh was a marketing executive at Medidata Solutions, the leading provider of cloud-based technology to the life sciences. He has also held marketing, product, and strategy leadership roles for organizations such as IBM, Gerson Lehrman Group, and JFL Media. As well, he has been a management consultant with both Deloitte Consulting and PricewaterhouseCoopers Consulting, focused on strategy, technology, and new product innovation. A published photographer and frequent public speaker, Josh also regularly consults with investment firms on their technology investments. He holds a BA from Brandeis University and an MBA from the University of Miami. A South Florida native, Josh is an avid cook and likes to play basketball and travel with his family. He is co-president of the Brandeis University Alumni Club of Great Britain and is a member of the board of Shomrei Hadath Synagogue in West Hampstead, where he lives with his wife and twin daughters. If you like SaaS Insider - please leave us a comment.

Peter is CEO of Axial, responsible for driving the company's vision to be the trusted platform where private companies connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped build the company's dominant global technology platform … Continue reading Peter Lehrman, CEO of Axial →