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The corporate world has never before had access to so much rich data and fast connectivity. But will this exciting new terrain really change how treasury operates? A recent TMI podcast recorded at Treasury 360 in Gothenburg, Sweden, uncovers the reality of real-time. Lena Myklebust, Head of Cash Management Infrastructure, Equinor, and Christof Hofmann, Global Head of Cash Management, Deutsche Bank, are your guides.
What does it actually take to build a thriving HYROX program inside your gym — and turn it into a serious revenue engine? In this episode of Future of Fitness, host Eric Malzone sits down with David Magida, Global Head of Training at HYROX, to unpack everything gym owners and operators need to know about getting into the fastest-growing fitness sport in the world. David shares how he went from running a boutique gym in DC — nearly losing it all during COVID — to overseeing a global affiliate network of nearly 16,000 gyms. From the electric energy of a 40,000-athlete HYROX event in London, to the step-by-step framework for launching a HYROX program (whether you're crawling, walking, or sprinting), David breaks down the real business case: premium add-on memberships, ads that outperform at 3-to-1, 50% of gym revenue tied to HYROX, and a community so tight your members become your best salespeople. If you're a gym owner sitting on the fence about HYROX, this is the episode that will get you off it.
In this episode, Philipp Züllich, Global Head of Brand at Deutsche Bank, shares why branding is ultimately about people, stories, purpose and creating meaning.Drawing on experiences from design consulting, agency leadership and now one of the world's most recognized financial institutions, Philipp explores the intersection of strategy, philosophy, creativity and human connection. He explains why brands are built from the inside out, why every employee shapes a brand and why the future of branding may be less about controlling outputs and more about defining identity.Tune in to discover what it means to shape one of Germany's most iconic brands in a world transformed by AI, fragmented touchpoints and changing expectations.
In this episode, Marcela Gutierrez, Global Head of Digital Analytics & Optimization at Fossil Group, shares how curiosity, continuous learning and taking initiative have shaped her 13-year career journey. From accidentally discovering her passion for analytics to pioneering AI-powered experimentation programs, Marcela explains why the most exciting opportunities often come from creating them yourself.She discusses the future of A/B testing, the impact of AI on decision-making and why the best career moves rarely come from waiting for someone else to offer them.Tune in to learn how curiosity can become a career strategy, why initiative beats waiting for opportunities and what excites one of the leading voices in digital analytics about the future of AI.
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Today, why is everything still so expensive?It's Thursday, June 11th at 2pm in London.The Federal Reserve has a so-called dual mandate, tasked with keeping the labor market healthy and prices stable. It is currently having much more success with the former than the latter.Let's start with that good news.Last Friday saw solid data from the U.S. jobs market, reducing some of the fears from earlier this year that artificial intelligence and other factors would lead companies to make do with fewer workers. The U.S. unemployment rate sits at just 4.3 percent, a historically low level. Measures like initial jobless claims indicate no large uptick in firings.Yet the success within the U.S. labor market is mirrored by struggles with inflation. The Fed tries to keep inflation, the annual increase in a broad set of prices, to about 2 percent per year. Their preferred measure of these prices, so-called PCE inflation, well, it's been materially above this target over the last three months, six months, twelve months, and indeed, the last five years.As for another key measure of inflation that was reported yesterday, CPI, overall prices increased more than 4 percent. While that was close to expectations, it still represents prices that are rising much faster than the Fed would prefer.This leads to a dilemma. One diagnosis of what's going on is that elevated inflation is a sign that conditions are simply too loose and too accommodative at these levels of interest rates. Corporate capital expenditure and merger activity is surging, regulation is being eased, and the U.S. government is spending a lot more than it's taking in. All of these are consistent with a hot economic cycle, which in the past would've warranted higher interest rates to bring the economy back down to a more sustainable speed.But it might not be that simple.The surging spend that we're seeing on AI data centers feels pretty unique and almost insensitive to other dynamics. Indeed, we've seen a 700 percent increase in the price of memory over the last year. Yet it's done little to slow demand for this construction as the large, well-capitalized companies behind the AI buildout see it as so essential to their future success.U.S. consumers are also still spending, boosted perhaps by record levels of household wealth. As just one example of this, my colleagues in Equity Research note that the price of airline tickets has gone up 25 percent over the last year, yet there's been no sign of people flying less.Now, the positive story would be that while there are some high-profile categories like computer memory or airfare that are seeing these large price increases, the broader inflation picture is actually set to get better as the year goes on, and costs for things like housing and tariff-impacted goods moderate. That is our view at Morgan Stanley, where our economists think that inflation will ultimately be lower over the next twelve months – and lower than many in the market expect.But there's definitely uncertainty.This month, June, is one where central banks may appear to have a renewed commitment towards inflationary pressures; with the ECB hiking rates today and our expectation that the Bank of Japan will hike rates next week, while the Fed will remove their easing bias. And our more benign economic base case for inflation does assume that oil will start flowing through the Strait of Hormuz pretty soon. It may not, and that could also lead to more sustained inflationary pressure.The big story on inflation has not gone away. Our assumption that pressures could ease in the second half of the year is a key and differentiated input to our forecast for lower bond yields and higher stock prices in 12 months' time. But it does rely on a change of the status quo.As of now, inflation is still too high.Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, tell a friend or colleague about us today.
The stock market had a rough day, with the Dow closing nearly one thousand points down and the S&P 500 and Nasdaq also experiencing significant losses. The latest inflation reading showed consumer prices rising 4.2% on an annual basis, the highest in three years, but investors seem to be taking it in stride. Meanwhile, the US and Iran are exchanging blows in the Middle East, with oil prices spiking as a result. In this episode, we dive into the latest market news and expert analysis, including the impact of the inflation reading and the geopolitical tensions. The market reaction to the inflation news was swift, with stocks pulling back, but experts say the effects will be short-lived. The US economy is expected to continue growing, with a possible recession on the horizon, but the question is when will the government's spending catch up with reality. We also discuss the upcoming SpaceX IPO, which is expected to be the biggest in history, and how it may impact the market. With the US and Iran's tensions escalating, the world is watching to see how this will play out. Frank Mottek is joined by expert Daniel Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, shares his insights on the market and the impact of the SpaceX IPO. He believes that the market is experiencing a "gut check moment" due to the geopolitical tensions and the SpaceX IPO. We also talk to prominent economist Christopher Thornberg about the latest inflation reading and its effects on the economy.See omnystudio.com/listener for privacy information.
FRED MILSTEIN is CEO of Media Guarantors, a CAC Group Company, with over 30 years of independent film production, completion guarantee and financing experience. Fred was the prior Global Head of Production at Miramax and also held senior-level positions at Aon and ProSight, focusing on film. Career highlights include BEFORE THE DEVIL KNOWS YOU'RE DEAD, directed by Sidney Lumet, THE IMAGINARIUM OF DOCTOR PARNASSUS, directed by Terry Gilliam, SILENT NIGHT, from director John Woo and ROOFMAN, from director Derek Cianfrance. Host Jason E. Squire is Professor Emeritus, USC School of Cinematic Arts, and Editor of The Movie Business Book. Music: “The Day it All Began and it All Ended” by Pawel Feszczuk (License: CC by 4.0)
“When your patient is your priority—getting them safe, highly pure, quality medicine—you're aligned with the health agency. That alignment and engagement really help.”Manda Pasarkar, Global Head of Regulatory Affairs CMC at Sanofi, has spent over 20 years mastering the intersection of chemistry and compliance—a rare combination that positions her at the forefront of pharmaceutical regulatory strategy.Pasarkar progressed from scientist roles at Teva through regulatory positions at Bayer, and now leads regulatory strategy for Sanofi's multi-billion dollar portfolio across biologics and small molecules, securing numerous drug marketing approvals in the US, EU, Japan, and China. She's also a Distinguished Toastmaster (DTM)—a designation fewer than 1% of Toastmasters International members achieve.In a recent PharmaSource podcast episode, Manda shared insights on navigating complex global regulatory landscapes, building productive agency relationships, leveraging ICH guidelines, working with CDMOs, and preparing for AI's impact on regulatory CMC.Read more.
Pharma commercial teams are generating more data than ever, but field intelligence is still arriving too late to change rep behavior before the engagement window closes. In this episode, Damion Nero, Global Head of Statistics at Daiichi Sankyo, joins Emerj editor Yolandi de Weerdt to examine why fragmented data pipelines, not a shortage of data, are the structural root of the gap between commercial insight and field execution. The conversation covers what separates teams that successfully adopt AI from those stuck in the pilot phase, and why starting with routine, high-certainty use cases consistently produces more commercial lift than chasing ambitious automation. This episode is sponsored by ODAIA. Learn how leading organizations approach AI investment more like a venture portfolio, and why interdisciplinary collaboration is critical to defining the right data for AI success. Download our free PDF report, "Beginning with AI," at emerj.com/aik1
In this episode of Compliance Champions, Delphine Forma, Head of Policy Europe at Solidus Labs, speaks with Johan Hetzel, Global Head of Compliance & Anti-Financial Crime at Luno — a leading crypto exchange operating across Africa, Europe, and Southeast Asia.They explore the practical realities of scaling compliance across multiple jurisdictions — from the principle-based framework in South Africa to the more prescriptive rules in Malaysia — and how firms design global standards while allowing for local adaptation. Johan shares his approach to building trade surveillance programmes, managing the tension between compliance and engineering priorities, and tackling some of the industry's most debated challenges: travel rule implementation and unhosted wallet treatment.The conversation also covers the growing role of AI in financial crime detection — where it genuinely helps and where the risks lie — as well as what compliance leaders should prioritise when everything feels urgent and resources are never enough.A candid, experience-driven conversation offering a rare practitioner's view into what global compliance leadership in crypto actually looks like.
In this episode, Andrea Braun-Scherhag, SVP and Global Head of Regulatory Affairs & Safety at Autolus, breaks down what it really takes to bring breakthrough therapies to market, especially when there's no established playbook. From securing rapid global approvals to navigating entirely new pathways in cell and gene therapy, she shares why regulatory sits at the centre of Biotech success. Andrea challenges the common perception of regulatory as operational, revealing it instead as one of the most impactful, forward-looking functions in any biotech. She also highlights the importance of engaging regulators early, aligning teams behind a clear strategy, and putting patients at the heart of development, particularly in rare diseases.
Recorded in partnership with LSEG Risk Intelligence at Money20/20 Europe in Amsterdam, this episode dives into the technologies, regulatory shifts and risk frameworks redefining trust across global finance. From agentic AI and digital identity to fraud resilience, financial crime, and the future of onboarding, the conversations capture the real‑world challenges and opportunities facing banks, fintechs and payment providers. Graham Barrett is joined by seven leaders shaping the next chapter of secure, intelligent financial services: 1/ David White, Global Head of Product & Data, LSEG Risk Intelligence 2/ Sovan Shatpathy, SVP Product Management & Development, Oracle 3/ Garima Chaudhary, VP Financial Crime & AI Compliance, Thetaray 4/ Tom Taraniuk, Head of Partnerships, Sumsub 5/ Paul Weathersby, Chief Product Officer, Identity & Fraud, UK&I, Experian 6/ John O'Beirne, CEO & Executive Director, Square International, Block 7/ Mehmet Turkmen, Chief Product Officer, Qi Card A fast‑moving, insight‑rich episode exploring how AI, identity, data quality and governance are converging to create the next generation of trusted financial systems.
In this episode of Meet the Investor, Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television franchises, as well as healthcare innovations and natural resource assets. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
We talk to Nathan Coutinho, Global Head of Strategic Partner Relations and Market Insights for Logitech about what we will find at botoh C7050 in the Central Hall. We also discuss their latest PC accessories and additions to the CollabOS video platform.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options. ======================================================== Thank you to our sponsor! Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Strategy's sale of 32 Bitcoin last week came with unusual framing: Saylor said the purpose was to "inoculate the markets." Glenn Cameron, Global Head of Institutional at Onramp Bitcoin, reads that word as preparation for larger Bitcoin sales ahead. Glenn traces the pressure points. Strategy is trading at 84% of its Bitcoin value, making new equity issuance dilutive rather than accretive on a Bitcoin-per-share basis. Its cash reserve has been cut to roughly seven months after the company redeemed a 0%-interest convertible note. And STRC, the perpetual preferred stock Saylor has marketed as "a high yield bank account," carries a dividend the board can suspend for any reason. The episode's sharpest argument: 83% of STRC holders are retail investors sold a product that resembles a bank account but behaves like junior equity on a volatile Bitcoin company. No maturity, no FDIC protection, no right to redeem. Host: Laura Shin, Host / Unchained Guests: Glenn Cameron, CFA - Global Head of Institutional at Onramp Bitcoin Timestamps
What will the enterprise of the future actually look like, and which technologies deserve attention beyond the hype cycle? In today's episode, I sit down with Yaad Oren, Global Head of SAP Research & Innovation and Managing Director of SAP Labs US, for a fascinating conversation about the technologies that could shape business over the next decade. Leading SAP's global research and innovation efforts, Yaad works at the intersection of academia, startups, venture capital, and enterprise technology, identifying emerging technologies before they reach the mainstream. His team explores everything from next-generation AI and voice interfaces to quantum computing, robotics, future data platforms, and new cloud architectures. We discuss why voice AI could become the primary interface for enterprise software, allowing employees to interact with business systems as naturally as they would with a colleague. Yaad also explains how quantum computing is already showing promise in complex supply chain optimization challenges and why robotics is moving beyond manufacturing floors into logistics, inspection, hospitality, and customer-facing environments. The conversation also explores one of the less talked about drivers of innovation: the role universities play in shaping the technologies businesses will eventually depend on. Yaad shares how SAP works closely with academic institutions around the world to identify breakthroughs while they are still emerging from research labs, long before they become commercial products. We also discuss SAP's vision for the autonomous enterprise, where AI assistants orchestrate teams of specialized agents across finance, supply chain, sales, and operations. Rather than replacing decision-makers, these systems are designed to automate routine work and allow people to focus on higher-value activities. Perhaps most importantly, Yaad offers practical advice for business leaders trying to prepare for the next wave of innovation without chasing every trend. His message is clear: build a strong data foundation, stay informed about emerging technologies, and create a culture that is willing to experiment. If you've ever wondered what technologies might shape enterprise software five to ten years from now, this episode offers a rare glimpse into the research, partnerships, and ideas that are already influencing that future. What emerging technology do you believe will have the biggest impact on your industry over the next decade? Share your thoughts and join the conversation.
Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.
Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.
In this latest OIES podcast, Bassam Fattouh talks to Neil Fleming, Global Head of Editorial at Argus, and Aldric Chew, Senior Editor, Asia-Pacific Oil Products at Argus Media, about how the prolonged disruption of flows through the Strait of Hormuz (SOH) has been impacting refining runs and refined products markets based on their contribution to […] The post OIES Podcast – Beyond crude: the profound effects of the Strait of Hormuz disruption on oil products markets appeared first on Oxford Institute for Energy Studies.
Why do so many promising pilots fail to scale? In this episode of Leader Generation, Tessa Burg talks with digital transformation leader Kenneth Phua to explore what separates successful pilots from initiatives that never move beyond the testing phase. Drawing on his experience leading digital strategy and transformation programs for global brands, Kenneth shares the common mistakes organizations make when measuring pilot success, why repeatability matters more than one-time wins and how businesses can build the capabilities needed to scale digital and AI initiatives across teams, markets and functions. The conversation also explores the role of leadership in successful transformation. Kenneth explains why empathy, curiosity, trust and a willingness to challenge assumptions are essential for leaders navigating rapid technological change. Whether you're launching a new digital platform, testing an AI-powered solution or leading enterprise transformation, this episode offers practical insights for turning experimentation into sustainable growth. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op. About Kenneth Phua: Kenneth Phua is a global digital transformation, ecommerce, and AI leader with more than 15 years of experience helping organizations turn digital investments into measurable business growth. Most recently, he served as Global Head of Digital Strategy & Innovation at The Coca-Cola Company, where he led enterprise-scale transformation initiatives across 115 markets and delivered approximately USD $900 million in system value. His work has spanned digital strategy, ecommerce, consumer platforms, first-party data, AI and operating model design. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.
How is AI actually reshaping talent acquisition? Johnny sits down with Elias Albino, Global Head of Talent Acquisition at Syngenta, to talk through what changes when you free up recruiter capacity — and where human judgment still has to stay. They get into the friction between TA, HR business partners and talent management, why the 360 recruiter is fading, and how to measure whether all this automation is producing better hiring, not just more activity.
"Don't overvalue the top procurement spot, and don't undervalue the tools and the budget required. It's an ecosystem." - Stephen Rauf, Global Head of Indirect Procurement, Zoetis Delivering more value with fewer resources is an easy thing to want, but tough to execute consistently over time… unless procurement rethinks their entire approach, from operating model and team structure to technology and stakeholder influence. In this episode, Philip Ideson speaks with Stephen Rauf, Global Head of Indirect Procurement at Zoetis, the world's leading animal health company. Stephen unpacks how he has steered a lean, high-impact team through transformation, why "build vs. buy" is a weekly question, and what it takes to create true business partnership – while surfacing next-gen use cases for AI. In this episode, Stephen shares his point of view on: -Building nimble procurement teams that can punch above their weight -Moving from managing spend to shaping demand with stakeholders -Using tech – and especially AI – to enable rather than overwhelm -Deciding when to build internal strength vs. partnering for expertise -Measuring a broader spectrum of procurement value, not just cost savings Links: Stephen Rauf on LinkedIn: https://www.linkedin.com/in/stephenrauf/ Subscribe to the AOP Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe Subscribe to Art of Procurement on YouTube: https://www.youtube.com/@ArtofProcurement
In this episode of the HR Leaders Podcast, we sit down with Allwyn Dsilva, VP HR & Global Head of L&D, Future of Work & Business HR at Tata Communications, to unpack why the future of learning must be built around business outcomes, skills, internal mobility, and AI-enabled career growth.Allwyn shares how Tata Communications moved beyond disconnected learning platforms and traditional course libraries to build a more connected ecosystem, linking skills, career aspirations, hiring, learning, coaching conversations, and AI-powered recommendations into one joined-up employee experience.Most importantly, he explains why learning teams must stop leading with the beauty of their programs and start proving behavior change, business impact, and real outcomes. From AI literacy and dark network operations to internal hiring, AI interview practice, and skills-based career pathways, this episode shows what it looks like when L&D becomes a true business engine.
Today's guest is Chandra Sekhar Chappa, Global Head, Co-Innovation - ServiceNow at Google Cloud. Founded in 2016, Google Cloud is Google's enterprise cloud computing platform, providing organizations with scalable infrastructure, data analytics, AI, machine learning, security and application development services. Google Cloud helps businesses modernize operations, accelerate innovation, and securely build, deploy and manage applications and data at scale across hybrid and multi-cloud environments.Chandra is a technology leader with over 16 years of experience across product management, cloud operations, IT service management, infrastructure, and governance, risk and compliance. He specializes in ServiceNow, hyperscaler partnerships, cloud marketplace integrations, and enterprise service management. Chandra has led large-scale technology initiatives that have generated significant revenue growth and cost savings, while helping more than 1,100 enterprise customers improve cloud governance and operational efficiency.In the episode, Chandra talks about:0:00 His journey from IT tutor to leader in ServiceNow innovation at Google2:08 The importance of mentors in his career and giving back4:31 How the Google Cloud - ServiceNow integration/partnership combines AI with workflow transformation5:26 Enabling enterprise-scale workflows, execution and governance8:01 How their AI control tower provides full agent visibility and governance10:26 How the Google Cloud - ServiceNow integration/partnership enables real-time data and AI-driven CRM gains13:29 His advice to leverage AI ecosystems, avoid POCs and build faster15:51 The need to use trusted partners, align leadership and balance decision-making17:58 How mentorship, self-belief and persistence through uncertainty leads growthTo find out more about all the great work happening at Google Cloud, check out the website cloud.google.com
Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different places. Electric vehicles, solar panels and AI-enabled services are replacing low-cost manufactured goods. And the destination? Increasingly, emerging markets in Southeast Asia, Latin America and beyond. China's evolving overseas footprint will have far-reaching credit consequences. From autos in Europe to metals in Latin America and clean energy infrastructure in Asia, this is a global story with local credit impact. The looming question remains: who can adapt and who will buckle under the sustained pressure? Host: Matt Robinson, Associate Managing Director, Moody's Ratings Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody's Ratings Related Research: Macroeconomics – China: Overseas investment will accelerate, with focus on select sectors and destinations 30 June 2025 Trade – Asia-Pacific: US focus on origin of imports increases risks for Asia-Pacific supply chains 20 October 2025 Geopolitical risks and China's excess capacity expose ASEAN economies' vulnerabilities 2 July 2025 Moody's Insights – China Growth and Credit © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global Head of Structured Equities Financing at J.P. Morgan, to examine the forces reshaping demand for structured financing as investors seek liquidity, flexibility and transparency. Together they look at how subscription lines have expanded, why NAV lending is becoming a core tool, and what aspects of structured financing are primed for further evolution. To learn more about J.P. Morgan's Vida Financing Connect: https://jpmm.com/portfolio-solutions/financing-connect This episode was recorded on June 1, 2026. This communication is provided for information purposes only. Please visit www.jpmorgan.com/disclosures for important disclosures. © 2026, JPMorganChase & Co. All rights reserved.
On this episode, panelists provide an update on the geoeconomic consequences of the Iran war and the crisis in the Strait of Hormuz, including disruptions to oil, gas, and other commodity markets, and the longer-term implications for the petrodollar system and the energy transition. Host: Edward Fishman, Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomics, Council on Foreign Relations Speakers: Daniel H. Yergin, Vice Chairman, S&P Global; CFR Member Helima Croft, Managing Director and Global Head of Commodity Strategy, RBC Capital Markets; CFR Member Mallika Sachdeva, Managing Director, Head of FX Thematics, Deutsche Bank Research Want more comprehensive analysis of global news and events sent straight to your inbox? Subscribe to CFR's Daily News Brief newsletter. To keep tabs on all CFR events, visit cfr.org/event. To watch this event, please visit it on our YouTube channel: How the Iran War is Remaking the Global Economy
Citi's Global Head of Tech and Communications Heath Terry joins with his outlook for tech markets as Broadcom shares tumble post-earnings. Then, the CEO of Tanger discusses the health of the consumer and the retail sector. We also preview what to expect from SpaceX's upcoming IPO as the company's roadshow kicks off today. Plus, we bring you all the details on the flesh-eating screwworm that was detected in U.S. cattle for the first time in decades. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Andrew Davies has spent more than three decades fighting financial crime, starting with sanctions screening tools for central banks in the mid-1990s and arriving at ComplyAdvantage after nearly 16 years at Fiserv. He sits at the center of one of the most consequential questions in financial services: can we finally move the needle on financial crime detection after decades of catching less than 2% of what's laundered globally? ComplyAdvantage serves more than 3,000 enterprises across 75 countries with its AI-native Mesh platform. If you want to learn more about the founding story and their early days, check out my podcast with founder Charlie Delingpole from 2019.What We CoveredWhy the industry has historically caught less than 2% of money laundered globallyHow the money laundering economy ranks as the world's third largest at an estimated $5.6 trillionThe evolution from sanctions screening to FRAML to multi-dimensional financial crime riskThe Mesh platform and what a unified financial crime system means for compliance teamsCassie, the agentic AI analyst automating customer screening investigationsHow 90% of compliance work was historically spent chasing false positivesReal-time payments compliance and the risk-based approach to payment screeningThe SEPA Instant Payments challenge and batch screening against the EU journalStablecoins, unhosted wallets, and the compliance infrastructure gapFATF's finding that stablecoins represent 84% of illicit crypto transaction volumeData sharing consortiums as the next inflection point in fighting financial crimeThe network problem at the heart of money laundering and terrorist financingKey TakeawaysThe money laundering economy is estimated at $5.6 trillion, making it the third largest in the world, above Germany, yet we detect less than 2%. Agentic AI tools like Cassie are designed to eliminate false positives so human analysts only work cases that genuinely warrant their expertise. Data sharing consortiums, where organizations contribute to shared detection models, represent the most promising path to materially improving financial crime outcomes. Stablecoins create real compliance risk at the unhosted wallet layer, the Bank of England has floated a ban, while the US is unlikely to go that route, leaving a gap.About Andrew DaviesAndrew Davies is the Global Head of Financial Crime Compliance Strategy at ComplyAdvantage. He began his career in the mid-1990s building sanctions screening tools for central banks and large financial institutions, and spent nearly 16 years at Fiserv in their financial crime division before joining ComplyAdvantage.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes
Payments are speeding up everywhere, but the real story is what that speed breaks and what it demands from the people running the rails. I'm joined by Jennifer Barker, Global Head of Payments and Trade and Depositary Receipts at BNY, for a clear-eyed conversation about what's changing in the payments industry and what leaders should do next when complexity keeps piling up. From her journey through consulting and nearly two decades in payments to leading multiple global roles at BNY, Jennifer brings a practical view of how money actually moves at scale. We unpack the biggest pressures she hears from clients right now: navigating countless payment systems worldwide, balancing faster settlement with fraud controls, and fixing the friction that still plagues cross-border payments. Jennifer explains why interoperability matters so much and why clients don't want another new network to manage. They want outcomes: get it there fastest, safest, and most economically, with the right data attached. That data angle shows up again when we talk about ISO 20022 and why richer payment information can be just as valuable as the payment itself. We also dig into the always-on future and why 24/7/365 is more than a technology upgrade. It's an operating model challenge, with staffing, treasury workflows, and decisioning that must work nonstop. Finally, we zoom out on trends like AI in payments for anomaly detection and smart routing, and we tackle the stablecoin question with a grounded take on what really matters in cross-border: transparency, predictability, and reliability.
A deal to end the U.S.-Iran war is constantly talked up, but has yet to materialize. Meanwhile, market reaction doesn't seem to match “the biggest physical energy disruption in history”, as Helima Croft, Global Head of Commodity Strategy, describes it. At RBC's Global Energy, Power and Infrastructure Conference, Helima considers the prospects for a deal and what it would take to restore global oil flows once the Strait of Hormuz reopens.Key Points• Strong inventories and stockpile releases have so far contained oil prices despite the ongoing Iran conflict.• The market continues to respond to repeated signals of an imminent end to the war.• Restoring normal levels of oil flow after the Strait of Hormuz is reopened may take months.• Issues over Iran's nuclear program and sanctions relief will be obstacles to a lasting deal.Introductions [00:05]John Soughan, Assistant Vice President of Global Commodity Strategy and MENA Research, introduces Helima Croft, Global Head of Commodity Strategy, in a session at RBC's Energy, Power, and Infrastructure Conference.Stockpiles limit disruption impact [00:25]The U.S.-Iran war has created history's biggest physical energy supply disruption. So far, robust inventories and stockpile releases have provided a buffer, but shortages will become more evident in coming weeks.Peace agreement fails to emerge [03:41]The White House has repeatedly suggested a resolution is imminent. Each time the market responds with a sell-off. But a deal has yet to materialize. The IRGC controls shipping in the Strait of Hormuz and is not anxious to reach an agreement.Nuclear issues will impede deal [05:56]Nuclear capabilities and sanctions relief will be obstacles to any lasting deal. Even when the Strait of Hormuz is reopened, oil flows will be significantly lower than before the war began, because shippers and insurers will be reluctant to use it.Oil flows will take months to restore [09:41]The CEO of ADNOC has indicated it would take four months after reopening to return to 80% of pre-war oil flows.
Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline. At our flagship “Credit Frontiers” event, we sat down with Moody's leaders to discuss what's behind these “bad vibes” about private credit and what they're hearing from market participants about the trajectory of the asset class. Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody's Ratings Guests: Marc Pinto, Managing Director, Global Head of Private Credit, Moody's Ratings David Hamilton, Managing Director, Head of Asset Management Research, Moody's Analytics Related Research: Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 Private Credit – Global – Seven key ways private credit is changing 14 May 2026 Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 Moody's Private Credit Insights © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What happens when a brand captures millions of views but still struggles to be remembered?In this episode of The Unified Brand Podcast, we sit down with Tom Foulkes, former Global Head of Brand at McLaren and now Managing Director at HBI, to explore one of the biggest misconceptions in modern marketing: the belief that attention equals brand growth.Tom shares insights from leading one of the world's most iconic brands and explains why marketers need to stop obsessing over likes, shares, and impressions—and start focusing on memory, recall, and meaningful brand experiences.We discuss:✅ Why social media metrics can be misleading✅ The difference between attention and memory✅ What McLaren taught Tom about brand recall✅ How brands can become memorable at the point of purchase✅ The role of storytelling, semiotics, and cultural cues in branding✅ Why consistency matters more than marketing trends✅ Distinctiveness vs differentiation in crowded markets✅ Global branding lessons from McLaren and professional services firms✅ What the branding industry still gets wrong todayIf you're a founder, marketer, or business leader looking to build a brand that lasts—not just a campaign that performs—this episode is packed with valuable insights.Tom's LinksLinkedin - https://www.linkedin.com/in/tomfoulkes/ HB Website - https://uk-hb.com -----Whether you're a founder, marketing director, or business leader managing a growing brand across multiple teams or regions, this episode will help you identify the hidden friction points holding your brand back.Take the Brand Power Assessment: BrandPowerScorecard.co.ukBook a Free Brand Discovery Call:Subscribe for more episodes focused on building stronger, smarter, and more unified brands.Watch podcast clips & deep dives on YouTube: Elements Brand Management
Episode SummaryJoel Casse spent over two decades inside large global organisations — most recently as Nokia's Global Head of Leadership Development — watching senior teams up close. What he found wasn't a talent problem. It was a behaviour problem: packed agendas with no room for the team itself, leaders competing to showcase expertise rather than build on each other, and decisions perpetually kicked offline.The conversation explores why this happens — egos, function-first loyalty, a bias for action that keeps teams stuck above what Roger Harrison calls the "waterline" — and what actually shifts things. Joel's tool is the balcony move: stepping out of the discussion to name what he observes. One quiet observation ("I've counted eight 'let's take it offline' in 20 minutes") became a two-hour conversation about how that team made decisions. Slow to go fast.Key Themes & TakeawaysMost senior teams debate (I'm right, you're wrong) rather than dialogue (let's understand each other) — and almost never ask genuine questionsThe waterline model: teams focus on task and content; relationships and process stay hidden until something breaksThe SPQA framework: Situation → Problem → Question → Answer. The mistake is jumping straight from problem to answer"Let's take it offline" is a red flag — it means the conditions for real decisions don't exist in the roomIrritating behaviours go unchallenged because peers won't hold each other accountable and leaders see it as babysittingThe balcony move — stepping back to name what you observe — is the most underused act in senior team leadershipWhen senior leaders change, it trickles down: their direct reports start doing check-ins, calling out patterns, working the same wayThree Reasons to ListenListen if your leadership team meetings feel busy but never quite land anywhere. Joel names exactly what's happening — and why the smartest people in the room are often the ones causing it.Listen if you've ever sat in a meeting counting how many times someone said "let's take it offline." There's a two-hour conversation hiding in that habit.Listen if you want one thing to do differently as a leader or coach. The balcony-and-dance move is simple, and Joel has watched it ripple from the C-suite all the way down.Notable Quotes"When a leader is doing 80% of the talking, there's a fair chance that the team isn't doing well. They're not learning." — Joel Casse"Teams tend to be a collection of people — not necessarily having a common goal with interdependency and a common fate. If you fail, well, that's your problem." — Joel Casse"Leadership is your main course. It hass become the side dish — or a tiny pot of condiment you don't even have to have." — Dan HammondJoel's bioJoel Casse is an executive coach and leadership architect with over 20 years of experience developing leaders and teams in global, matrixed organisations. Based in Munich, he has spent the majority of his career at Nokia, where he coaches executive teams and directs high-potential programs. Before Nokia, he worked at Novartis. He has worked with CEOs, Presidents, and VPs and their leadership teams on topics ranging from succession discussions to strategic off-sites to cross-team collaborations. He has led company-wide leadership frameworks, overseen flagship executive programs, and guided multiple leaders to C-suite promotions. Joel also teaches at Duke CE and Emeritus Business School, delivering executive interventions for companies in retail, banking, insurance, and IT. He holds an ILM 7 Executive Coaching accreditation and co-authored the book “Leadership for a New World.”
John McCalla-Leacy is a former KPMG global executive, coach, speaker, former international canoeist, martial arts champion and one of the most extraordinary origin stories ever told on this podcast.In this episode of Origin Story, John sits down with David McIntosh Jr for a deeply inspiring and almost unbelievable conversation abouzt homelessness, resilience, reinvention, race, social mobility, financial freedom, grief, leadership, faith in people, and what it really means to build a life that no one could have predicted.From growing up in South London as the son of Jamaican parents from the Windrush generation, to experiencing homelessness, competing internationally as a canoeist, working in fashion for Benetton, living across Italy, China, Hong Kong and Thailand, becoming a martial arts champion, joining KPMG, rising to become one of their top-performing partners in Asia and later Global Head of ESG, John's story genuinely sounds impossible.But the most unbelievable part? A grant from The Prince's Trust changed the direction of his life and years later, Queen Elizabeth II personally heard his story, passed it on to King Charles, and John ended up having dinner with the King.This is a powerful, funny, emotional, and life-affirming conversation about resilience, reinvention, community, money, leadership, identity, and learning how to turn the hardest parts of your story into the thing that carries you forward.Follow David McIntosh Jr:Instagram: @davidmcintoshjrLinkedIn: https://www.linkedin.com/in/david-mcintosh-jr-47683b120/Follow John McCalla-Leacy: LinkedIn: https://www.linkedin.com/in/john-mccalla-leacy/Sponsored by Neutonic — the nootropic drink designed for focus, energy and getting stuff done.Use code DAVID at checkout.neutonic.com/?srsltid=AfmBOoo2no5bA7Ap7ScRXIfpOjvA2tiDOmzbEaoA9FgsUJhT2YoAn-3w
In this episode of The Influence Factor, Alessandro Bogliari chats with Kristin Tormey, Global Head of Paid & Owned Media at Tripadvisor, to explore how travel brands are navigating the creator economy, the evolving role of SEO, and the rise of personalized marketing. Kristin shares practical insights on connecting with today's travelers, balancing brand consistency with creative innovation, and staying competitive in an increasingly dynamic digital landscape.
Brynly Llyr has deep roots in fintech and blockchain — in-house at eBay, PayPal, and Ripple, where she served as one of the first general counsels in crypto, then founding team at Celo, then Head of Blockchain and Digital Assets at the World Economic Forum. Now she's Deputy Commissioner for Digital Financial Assets at the California DFPI, leading the rollout of the Digital Financial Assets Law, which goes live July 1, 2026, covering exchanges, custodians, stablecoin issuers, and crypto kiosks across the world's fourth-largest economy.Ari Redbord, TRM's Global Head of Policy, sits down with Brynly to talk through what California is actually trying to solve. IC3 data puts the state at the top of the country for crypto-related fraud losses, with serious harm to elderly residents and teenagers under 17. Her thesis: licensed intermediaries that recognize fraud patterns are the most powerful lever a regulator has.They also dig into how blockchain's public visibility changes what supervisors can see in real time — and what that means for every licensed business managing its own risk. The conversation covers AI's role in regulation, what success looks like a year from now, and the universal experience of feeding teenage boys.
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, how to square a market that is both highly correlated, and highly divergent, at the same time. It's Tuesday, June 2nd, at 3pm London. A market of one. That may be a way that you hear investing described these days, and strictly speaking, it's accurate. Stocks and bonds, the two big asset classes that form the bulk of most investors' portfolios, are moving in unusual lockstep. Stocks are rising when yields fall, and vice versa, with the most consistency in over 20 years. And both, perhaps unsurprisingly, are moving in close relationship with the price of oil. At this point, it all seems pretty clear. The Iran conflict is a big deal for markets, representing the largest disruption to global energy supply in history. Of course, stocks and bonds, and oil are all moving together based on the perception of how this enormous issue resolves. In doing so, they suggest that the conflict still remains quite important, even as markets appear quite strong. Just as we can measure the extent to which stocks, bonds, and commodity prices move together, we can also track how individual stocks move relative to each other. And so, are stocks also rising and falling together like we see with these big asset classes? No. In fact, without exaggeration, it is the complete opposite. There are a few ways to measure how the individual stocks within, say, the S&P 500, are moving relative to one another. But all of them say the same thing. Day to day, stocks are moving with unusual dispersion and independence. At the same time that the relationship between stocks and bonds is the tightest in over 20 years, the relationship between stocks within the S&P 500 – to each other – is the lowest. If Iran is the factor driving the tight linkage that we discussed between stocks and bonds, Artificial Intelligence may be the culprit behind the opposite effect when we get down into individual companies. The perception that some companies will be incredible beneficiaries of AI, while others will be left behind, would explain at least part of the divergent performance. And so would an attention gap; with so much focus and positioning in AI sensitive names, other parts of the market can quickly feel forgotten, and thus move more independently. Indeed, while the S&P 500 is back near all-time highs, the market's advance-decline line, a measure of how many stocks are going up versus going down, is lower than where it was in late February or mid-April. We see a few implications to all of this. First, while stocks and bonds are closely linked for the moment, we think that this correlation would flip under more significant energy market stress. Were the price of oil to spike to our Commodity team's bear case, of $130-$150/bbl, we think yields would start to fall as the market would turn more concerned about the effect of all of this on growth. So, while the diversification of bonds has been disappointing so far, we do think that it will improve and materialize when it really matters. In equities, this dispersion means that stock selection can allow one to stand out from the overall market. Indeed if one considers themselves a stock picker, low correlation between stocks is exactly the market that you would hope to have. And it also means that many individual names may not be as heady as the broad market levels would imply. As discussed on this program recently, my colleague Mike Wilson and our U.S. Equity Strategy team expects U.S. stock performance to broaden out from here. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. Also tell a friend or colleague about us today.
It was a pleasure to host a discussion with Ronnie Wexler, Global Head of Equities Distribution at Barclays, and solicit his insights on change – in markets, in client relationships and in the growing role of technology across the financial ecosystem. We begin with Ronnie's early years at Goldman Sachs during the final stages of the technology bubble and the sharp market reversal that followed. He reflects on how periods of market stress, from the post-dot-com bear market to the GFC, have shaped his perspective on risk and the importance of being adaptable in markets that are constantly moving. The conversation then turns to the changing structure of institutional investing. Ronnie discusses the growth of hedge funds in pursuit of industrial-scale alpha generation, highlighting how client needs have become increasingly cross-asset, and solutions-oriented. He explains how a sell-side equities business today functions as an integrated ecosystem that spans prime brokerage, derivatives, electronic trading, and financing. A major theme throughout the discussion is the accelerating pace of technological change. Ronnie describes recent experiences using AI development tools and outlines how firms are integrating them into workflows ranging from onboarding and automation to research distribution and client analytics. We also explore the rise of bespoke and OTC solutions, including quantitative investment strategies, custom baskets, and exotic option structures. Here Ronnie emphasizes that these products reflect broader changes in market structure, positioning, and risk transfer across institutional portfolios. The conversation concludes with thoughts on recruiting, apprenticeship culture, and the need for firms to balance human judgment with increasingly sophisticated technological infrastructure.
Today's podcast is one of those conversations that stretched my ability to keep up with my interviewee to the limit. Andrew Johnston is the Global Head of Insurtech at Gallagher Re and has been at the forefront of understanding and chronicling the Insurtech phenomenon since it emerged over ten years ago. Gallagher Re's quarterly reports on the topic have been required reading over the past decade for anyone wanting to understand the intersection between insurance and technology. In that period Digital disruption, Blockchain, Parametric and Embedded insurance are themes that have come to the fore. Now AI is the dominant force, so much so that Insurtech and AI are now effectively synonymous. Gallagher Re's latest quarterly Insurtech report is one of the best pieces of research into AI and insurance that I have read. It goes way beyond AI-related Insurtech investment opportunities and digs right into the profound risk implications of AI as an emerging casualty peril in its own right. Andrew is a dream guest, incredibly sharp, bright and fun to spend time with. He's that rare kind of person who makes you feel more intelligent for having spent time chatting to them. Listening back there are points in the conversation where whole new avenues of questioning were opening up that I failed to explore. But that's the mark of a strong interview. It always leaves you wanting more. It's a bit like when you wake up the morning after a big debate or argument with terrible pangs of regret that you failed to ask the killer question in the heat of the moment. The developments in AI are moving so fast that I feel certain it won't be long before I have Andrew back on the show to help put everything into context for us. But until then this is the next best thing. NOTES: I highly recommend you download the latest Gallagher Re Insurtech report here: https://www.ajg.com/gallagherre/news-and-insights/global-insurtech-report-for-q1-2026/ LINKS: We thank our naming sponsor AdvantageGo, now part of Sapiens: https://www.advantagego.com
Despite global policy divergences, the fundamentals underlying sustainable finance and investment still hold and corporate issuers, asset owners and investors are using them to make business-first decisions. Host Melissa Fifield, Head of the BMO Climate Institute, is joined by John Uhren, Global Head of Sustainable Finance for BMO Capital Markets, and Nalini Feuilloley, Head of Sustainable Investment, BMO Global Asset Management, for a roundtable discussion on a range of topics about what's changing in sustainable finance and investing—and what isn't. They unpack demand drivers like electrification, energy efficiency, and capital-intensive transition investments; why renewables remain a major destination for labeled capital; and where momentum is building next (including AI data center financing). For more thought leadership from Melissa Fifield, visit: Melissa Fifield Learn more about the BMO Climate Institute: Climate Institute
In this episode of the Whole Systems Hospitality Podcast, host Kathy Sue McGuire sits down with Paul Marquez, Global Head of Specifications and Sustainability at Excel Dryer, to explore how restroom design connects to sustainability, public health, operational efficiency, guest experience, and whole systems thinking.From reducing paper waste to improving hand hygiene and lowering operational costs, this conversation highlights how overlooked guest touchpoints can become opportunities for more sustainable hospitality operations.CHAPTER BREAKDOWN00:00:32 — Day in the Life of a Paper TowelThe environmental journey of a paper towel—from forest to landfill in less than 24 hours.00:04:22 — Better Alternatives to Paper TowelsKathy introduces the environmental impact of paper towels and welcomes Paul Marquez.00:05:06 — Sustainability & Community ImpactHow Excel Dryer supports sustainability education and partnerships.00:06:00 — LEED, WELL & Green GlobeA look at Excel Dryer's certifications and sustainability commitments.00:06:41 — Transparency & EPDsWhy life cycle assessments and third-party standards matter.00:09:11 — Solar & Recycled MaterialsPaul discusses solar panels and recycled materials.00:10:25 — Understanding WELL CertificationKey considerations for building owners pursuing WELL certification.00:11:21 — XLERATOR & Performance StandardsHow standardized testing supports transparent product claims.00:12:45 — Indoor Air Quality & HEPA FiltrationA discussion on restroom air quality and filtration systems.00:14:48 — Clean Hands Save LivesWhy proper hand drying matters in public health.00:15:36 — The Hybrid Restroom ApproachBalancing reduced paper towel use with accessibility and guest preferences.00:17:40 — Cost Savings & ROIHow reducing paper towel use lowers operating costs.00:19:09 — Hidden Costs of Paper TowelsPlumbing issues, clogged toilets, and restroom downtime.00:20:26 — Addressing Noise ConcernsHow adjustable sound controls improve guest comfort.00:22:39 — ADA Compliance & Design FlexibilityAccessibility and high-traffic restroom considerations.00:23:45 — Community Art PartnershipsHow Excel Dryer partners with Artists for Humanity.00:25:42 — Life Cycle Assessment DataWhy measurable environmental impact matters.00:28:20 — Sustainability Awards & RecognitionHow third-party recognition validates environmental commitments.00:29:39 — The Future of Commercial Hand DryingIntegrated sink-mounted dryers and evolving restroom design.00:33:43 — Whole Systems Thinking in PracticeKathy reflects on Excel Dryer's sustainability approach.⸻
Twenty-five years ago, the goal was to build a website as a digital "single source of truth." In an era of AI agents and hyper-personalized realities, is the very concept of a single, universal brand "truth" now an obstacle to creating a truly relevant customer experience?Agility requires not just adopting new channels and technologies, but fundamentally rethinking the role of content and data in a constantly shifting landscape. It's the ability to move from managing a static digital property to orchestrating a fluid, dynamic relationship with your audience.Today, we're going to talk about the 25-year evolution of digital experience, from the early days of enterprise content management to today's complex ecosystem of AI-driven, composable platforms. We'll explore how seismic shifts—from the introduction of the iPhone to the rise of agentic AI—have not just changed the tools we use, but have fundamentally redefined the relationship between brands and their customers.To help me discuss this topic, I'd like to welcome, Michelle Boockoff-Bajdek, CMO at Sitecore, a company that is turning 25 this year and has managed to maintain its leadership in the space through many changes and a few curveballs. About Michelle Boockoff-Bajdek Michelle Boockoff-Bajdek (BB) is the Chief Marketing Officer at Sitecore, where she leads a global team of marketers who are redefining what's possible in modern marketing. Together, they're putting the power of generative and agentic AI to work – creating digital experiences that connect people and possibilities across the globe. Michelle is a trailblazer in bringing AI into marketing. At IBM, she served first as Global Head of B2B Marketing at the Weather Company, and then as CMO of IBM Watson, the company's pioneering AI platform. There, she served as the steward of the Watson brand, helping the world understand how AI can transform both work and life. Since then, she's become a Fellow at the Marketing Academy, a founding member of CMO Huddles, and has held CMO roles at both Skillsoft and IDC. At IDC, Michelle reimagined marketing as a strategic growth engine, launching a bold new brand identity, spearheading the company's first GenAI initiatives, and aligning brand, demand, and strategy to drive global impact. Michelle is a frequent speaker on marketing leadership, AI, and purpose-led growth. A lifelong learner, she's also a runner, rescue dog mom, and dark roast devotee. Her best ideas rarely arrive in a meeting, but often hit mid-stride or mid-walk. Michelle Boockoff-Bajdek on LinkedIn: https://www.linkedin.com/in/michellebb/ ---------- Resources ---------- Sitecore: sitecore.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fDon't miss We Make Future - the International Festival of Innovation in AI, Tech, and Digital Marketing, June 24-26 in Bologna. Learn more: https://aglbrnd.co/r/c80991afff416bb2The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com Hosted on Acast. See acast.com/privacy for more information.
Commercial real estate debt is now one of the market's most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, why commercial real estate debt could be overlooked and undervalued. It's Friday, May 29th at 2pm in London. Bond yields have risen this year, and it's attracting strong flows into fixed income markets. The problem is that all of that demand is narrowing the risk premium that one receives. Spreads on U.S. mortgage bonds are richer than 89 percent of observations over the last 20 years. Spreads on the U.S. high yield market, well, they're richer than 96 percent of the time. And spreads on U.S. investment grade, it's 99 percent. We live in a world where the risk premium on most bonds is very low versus history, but there are exceptions. One is debt backed by commercial mortgages or so-called CMBS. Spreads here, notably and unusually, are significantly higher than the long run average. It is a market that we like. Commercial property is largely comprised of lending against office buildings, apartments, retail complexes, and industrial sites like warehouses. The first three have faced major challenges over the last five years. Office values have slumped as investors feared more people working from home. Apartments have suffered from significant supply in building, conceived in a low-rate world as this has come online. And retail has faced long-run concern about the trend of more online shopping. And the rise of interest rates, well, that's loomed over everything. A building, in a lot of ways, is a lot like a bond, promising a dependable stream of rents over time. When an investor can get that stream of cash flows from the bond market, commercial property prices must adjust lower to remain competitive. These challenges are material, but they are also not new. Indeed, investors may recall that fears around commercial property peaked way back in early 2023 following significant rate hikes by the Federal Reserve. Back then, there were widespread fears that commercial property weakness would ricochet back and threaten the banking system. Three years later, those worst fears have not been realized. And while defaults and restructurings have happened, overall commercial property fundamentals are beginning to pick back up. Commercial property transaction volumes increased 27 percent in the U.S. in the first quarter relative to a year prior; and prices are rising, up about 5 percent over the same period. The amount of commercial real estate debt being originated is up about 40 percent over the last year – a sign that lenders are coming back. And the number of commercial deals that are becoming distressed and unable to pay their bills, they just saw their first quarterly decline since all of those problems in early 2023. Part of this recovery in the commercial real estate market may be explained by U.S. growth, which continues to be resilient, and some of it mirrors other cycles. When rates rose and commercial lending markets weakened, the construction of new properties really slowed down. It takes several years to build a building, and so it's only now that the impact of everything that was not built is starting to be felt. With less supply coming online, the value of existing property is better supported, especially relative to the more elevated risk premiums on offer for its debt. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.
Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global Emerging Market Strategy, where he and his teams were consistently ranked in the top three in the institutional investor surveys. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and portfolio manager, and at Swiss Bank as a fixed income strategist for Russia and Eastern Europe. Dirk holds a PhD and MSc in Economics from the London School of Economics. Dirk is also the author of an influential book on how to trade emerging market fixed income, published by Wiley in 2020, and of a book on global macro trading, released in 2026. In this podcast, we discuss: Unlearning the QE Reflex Trading "Close to the Fire" The Nearest Neighbour Regime Framework PMIs vs. "Noisy" Indicators Yield Curve Inversions and Fed Lags The "GMO" Bubble Methodology Credit as the Equity Canary The Four-Indicator Dollar Model Fading Geopolitical Shocks The Role of Human Judgment in AI
Going Long Podcast Episode 633: The Leader's Heart - Augusto Abbarchi "We now know with certainty the power of the cardiac brain in terms of intuition, courage, and connection. What does this mean for a leader?" - an excerpt from book 'The Leader's Heart' by Augusto Abbarchi, of which the author is today's special guest! Billy welcomes Augusto to the show, who with 30 years experience has held senior positions in leading multinational companies in the Information Technology sector throughout his career. His experience includes prestigious roles at SAP as CEO Italy, Chief Operating Officer EMEA, and Global Head of Maintenance. at Software AG as SVP Global Support Services and Global Head of Renewals. Augusto now helps leaders in line with his philosophy found in his book, 'The Leader's Heart'. ( To see the Video Version of today's conversation just CLICK HERE. ) In today's episode of The Going Long Podcast, you'll learn the following: [00:24 - 02:20] Billy welcomes and introduces today's special guest, Augusto Abbarchi [02:20 - 05:29] Billy asks Augusto to explain why he is now helping others while living and working under his own terms rather than as part of a corporate construct. [05:29 - 08:44] Augusto shares insights into how leadership is a factor in the disengagement crisis affecting the corporate world currently. [08:44 - 14:54] Billy asks Augusto to explain the connection to sport of the story that led to the development of his key working philosophy involving heart. [14:54 - 17:34] Augusto explains how to balance the world of numbers and their importance in business and being the best version of yourself. [17:34 - 20:40] Billy asks Augusto what drove her to focus on a space that nobody else currently was. [20:40 - 24:30] Augusto explains how she identifies and predicts problems that start ups will find and how she works out solutions for them. [24:30 - 26:28] Augusto shares advice for those who want to lean into trying something new when certain kinds of leverage aren't immediately available. [26:28 - 34:03] Billy asks Augusto to describe how people can learn to trust their heart-brain. [34:03 - 39:09] Augusto talks more about the importance of fundamental connections and how it all works. [39:09 - 42:02] Billy asks Augusto to share more about his book and how he is helping people today. [42:02 - 44:16] Augusto shares the message that she would like to hear from himself three years from now. [44:16 - 46:44] Billy sums up all we've learned from Augusto today and asks him to share the best ways we can get in contact and find him online. [46:44 - 48:24] Billy wraps up the show. How best to get in touch with and find out more about Augusto Abbarchi: LinkedIn: https://www.linkedin.com/in/augusto-abbarchi-a7a91/ Website: https://augustoabbarchi.com/ "The Leader's Heart" - book: https://www.amazon.co.uk/Leaders-Heart-Leadership-beyond-rationality/dp/B0GWYZW4XY If you're a corporate executive who wants to make your role optional, then grab your FREE ebook with Billy's proven 3 step process at: www.makeitoptional.com What you can expect to get out of this ebook: Learn how to achieve corporate optionality Gain true control over your career Turn corporate skills into personal assets With 26 years of experience in corporate sales leadership, achieved optionality through multiple income streams, Billy has helped dozens of executives build their paths to take control of their time. This free ebook gives you everything you need to identify, plan, and take control of your career while building financial optionality, leveraging your skills, and start living your IDEAL day - today! Go to: www.makeitoptional.com Click the above link or just copy and paste the following directly into your browser to sign up and get your free ebook: https://www.makeitoptional.com/?utm_source=podcast&utm_medium=social&utm_campaign=p2olm To see the Video Version of today's conversation just CLICK HERE. How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI Be sure to connect with Billy! He's made it easy for you to do…Just go to any of these sites: Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels
Inflammatory bowel disease (IBD) is a debilitating, lifelong condition that changes how people plan their entire lives. In this episode, KT Park, Global Head of Gastroenterology and Hepatology, and Seppi Lin, Head of OMNI Early Clinical Development, explore the complex biology behind IBD. They discuss the role of genetics, the gut microbiome, and an individual's environment, as well as the exciting future of "immune reset" therapies that could offer hope for people with IBD. Read the full text transcript at www.gene.com/stories/the-abcs-of-ibd
In more than two-thirds of the world, the average number of children born to each woman has fallen below the “replacement rate”. Employment, home ownership and education are still big factors. But increasingly, so are mobile phones.Mentioned in this podcast:Why birth rates are falling everywhere all at onceCredit: The Columbus DispatchWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Marc Filippino. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann. Our executive producer is Topher Forhecz. Flo Phillips is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.