Podcasts about investment bank

Story of the Week (DR):JP Morgan's news weekThe Lurid Lawsuit, Salami Scandal and Trash-Can Thief Vexing JPMorgan's PR Department AND Meme of 'JPMorgan's HR Department in 2026' Has People in Stitches Amid Sex Scandal and Knicks Bin IncidentShe Stole a Knicks Trash Can Off the Street and Lost Her Job at JPMorganThe Trash Bin That Cost Her Career: Who Is Angie Báez? JPMorgan DEI Executive Fired After Viral Knicks Parade VideoThe Trash-Can Thief: Angie Báez, an Executive Director of Community and Industry Engagement at the bank, was captured on a viral video during the New York Knicks championship parade emptying a public trash bin onto a Manhattan sidewalk so she could steal the limited-edition, blue-and-orange Knicks-themed container.The Resolution: JPMorgan quickly terminated her employment after the video went viral. Báez eventually returned the trash bin and was issued $175 in sanitation fines.But what kinds of thing DON'T get you fired and get you fined?In 2023, JPMorgan Chase agreed to a $290 million (1,657,143x) settlement to resolve a class-action lawsuit from survivors of Jeffrey Epstein. The bank was accused of actively ignoring glaring red flags and helping bankroll Epstein's sex-trafficking operation for 15 years.Internal documents and later congressional probes revealed that the bank processed roughly 4,700 suspicious transactions totaling $1.1 billion for Epstein. They failed to file a single Suspicious Activity Report (SAR) until after his death.Who Kept Their Job? Mary Erdoes: The Head of Asset & Wealth Management was fully aware of Epstein's status as a high-risk sex offender, reviewed his account, and was directly implicated in internal communications regarding his status. She faced zero professional demotions and remains one of the top candidates to eventually succeed Jamie Dimon as CEO.In 2020, JPMorgan Chase entered a deferred prosecution agreement and agreed to pay a record $920 million (5,257,143x) to settle federal charges of market manipulation.For nearly a decade, traders on JPMorgan's precious metals and U.S. Treasuries desks engaged in "spoofing"—placing tens of thousands of fake, deceptive orders to artificially move market prices and maximize their own profits. The FBI stated that traders "openly disregarded U.S. laws."While a couple of mid-to-high-level traders (like Michael Nowak and Gregg Smith) were later criminally convicted and sentenced to prison, the executive leadership team responsible for supervising them and implementing compliance programs suffered no casualties. Top management stayed perfectly secure, chalking the multi-million dollar fraud up as the work of a few "bad apples."The Salami Scandal: Veteran wealth manager Brent Bodner was fired by JPMorgan in 2024 after he expensed a $642.50 deli platter (containing wings, sandwiches, and salads) for a Super Bowl gathering at his Beverly Hills home. The bank accused him of intentionally misclassifying a personal party as a pre-approved business meeting.Bodner counter-sued, jokingly dubbing the controversy the "salami incident." He argued that the event was a legitimate client-acquisition dinner that only two prospects ended up attending, and that the minor coding error was used as a pretext to push him out.The Resolution: A FINRA arbitration panel sided heavily with Bodner, ruling that JPMorgan acted preemptively out of paranoia that brokers were leaving for rivals. The panel ordered JPMorgan to pay Bodner $4.25 million in damages.The Lurid Lawsuit: Chirayu Rana, a former vice president on JPMorgan's leveraged finance team, leveled highly salacious allegations against his female supervisor, Executive Director Lorna Hajdini. Rana's lawsuit alleges he was subjected to a campaign of racial discrimination, severe harassment, and forced sexual relations under the threat of having his career sabotaged.The Resolution: Rana rejected a $1M settlement offer, countering with a demand for up to $22 million before escalating the fight to court. Both Hajdini and JPMorgan strongly deny the allegations as entirely fabricated, and the legal battle is moving toward a highly publicized trial.JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for DimonThe Wait to Replace Jamie Dimon Keeps Getting Longer: Another potential successor, Marianne Lake, is leaving JPMorgan, as the longstanding chief executive enters his third decade atop the bank.How JPMorgan went from 3 female CEO contenders to an all-male succession raceJPMorgan named Doug Petno and Troy Rohrbaugh, current co-heads of the bank's commercial and investment bank, as co-presidents, setting them up as the frontrunners to succeed longtime CEO Jamie Dimon. Their promotions, the bank said in a press release, "are part of the Board's ongoing succession planning process."Petno and Rohrbaugh were among a handful of powerhouse candidates poised to succeed Dimon, including Jennifer Piepszak, chief operating officer, Marianne Lake, CEO of the commercial bank, and Mary Erdoes, CEO of asset and wealth management.Marianne Lake, a Potential Dimon Successor, Leaves JPMorganOne-time Retention and Continuity equity awards to the following Operating Committee members:Doug Petno, Co-President and CEO of the Commercial & Investment Bank, and Troy Rohrbaugh, Co-President and CEO of Consumer & Community Banking, in the amount of $30M each;Mary Erdoes, CEO of Asset & Wealth Management, and Jennifer Piepszak, Chief Operating Officer, in the amount of $20M each.JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress testA 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egosFortune 500 bosses demanding staff return to the office share one trait: narcissism, research findsA six-year study tracking corporate executives revealed that strict return-to-office (RTO) mandates are heavily driven by narcissism and executive ego, rather than actual employee productivityWharton organizational psychologist Adam Grant noted that researchers used reliable corporate proxies to quantify CEO narcissism, including the oversized scale of their compensation packages, the size of their signatures, and the prominence of their photos in company annual reports.The data showed that leaders with highly inflated self-opinions consistently coveted maximum power and status, making them the most aggressive opponents of remote work.Goldman Sachs and JPMorgan pushed hard for a 5-day-a-week return to the office. Why they're now letting employees work from homeGameStop CEO Cohen spurns $35 billion pay plan to focus on plan to buy eBayGameStop CEO on His eBay Pursuit: ‘I'm Not Going to Stop, I'm Not Going to Go Away'GameStop unveiled a compensation package worth roughly $35B for Ryan Cohen ​in January, hinging on a turnaround that requires him to lift the struggling company's market value more than tenfold and sharply boost its profit.In May, Cohen surprised Wall Street with an unsolicited offer to buy eBay for roughly $56 billion in cash and stock to ‌turn the e-commerce company into ⁠a bigger competitor to Amazon.EBay's board rejected the proposal, calling the offer "neither credible nor attractive."Cohen argued that he doesn't want the package ⁠so that GameStop's leadership can fully focus on its operating performance and the planned acquisition.SpaceX handed lowest possible ESG rating by MSCI: Triple C score puts Elon Musk's company on par with Russia after 2022 invasion of UkraineMusk 'most obvious risk' following SpaceX's lowest possible ESG rating“Board of Directors: The SPACE EXPLORATION TECHNOLOGIES board currently has an independent majority, which enables it to more effectively fulfill its critical function of overseeing management on behalf of shareholders. The company has failed to split the roles of CEO and chairman, which may limit the board's independence from current management interests. Split CEO and chairman roles are characteristic of 67% of companies in this market.”Welltower CFO's $167 million pay package sets new recordWelltower's Tim McHugh is the new highest-paid finance chief among the biggest U.S. companies. His $167 million pay package in 2025 not only dwarfs that of his CFO peers but also outpaces the compensation of many CEOs.McHugh's pay at Welltower, a real-estate investment trust focused on rental housing for seniors, surpasses the $139 million compensation package received by Tesla's Vaibhav Taneja in 2024. This puts him more than $135 million above Alphabet's Anat Ashkenazi, the next highest-paid CFO in 2025. And it secures him a spot in the club of executives making $100 million or more, a group that remains rare.Here's what the article DID NOT MENTION: CEO Shankh Mitra: $821MGoodliest of the Week (MM/DR):DR: Scientists Say New Method Turns Coffee Grounds Into High-Potency Renewable FuelAccording to a press release from South Korea's National Research Council of Science and Technology, a team of researchers at the Korea Institute of Geoscience and Mineral Resources (KIGAM) have developed a method to convert spent coffee waste into high-quality charcoal, known as biochar.While that's a feat in and of itself, the kicker is the method's blistering speed: it takes just 90 seconds from start to finish, with no drawn-out drying process or oil separation required. According to the release, the new technique solves a major issue in extracting the latent energy potential of spent coffee beans.DR: Bill to raise minimum wage to $25 an hour will be introduced in Senate DR MMThe bill would incrementally increase the minimum wage from its current rate of $7.25, with the first jump to $12 an hour in the first year of enactment. Major corporations would have six years to work up to a $25 minimum wage, while smaller employers would have a 13-year runway. The legislation would also do away with subminimum wages for tipped workers, such as restaurant servers, youth workers and workers with disabilities. Nearly half of the American workforce makes less than $25 an hour.DR: Federal judge blocks new law aimed at ESG, DEI investing decisionsA federal judge has blocked Kansas from enforcing a new law that requires institutional investment advisers to make certain disclosures when recommending against company management on issues, including environmental, social and governance principles.U.S. District Judge Holly Teeter on Wednesday issued a preliminary injunction halting enforcement of law enacted last session that two major national institutional investment advisers said was unconstitutional because it discriminated based on speech.MM: MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last yearAssholiest of the Week (MM):CEO SPEED ROUND - ONE HEADLINE, ONE CEO, ONE LINERTim Cook - It's pretty sweet to quit your job and let the new guy fight the union: Apple closed America's first unionized store and blocked workers from transfers — now the union is fighting backJamie Dimon - It was easy - we just pointed to the ones with boobs and said “Not you”: How JPMorgan went from 3 female CEO contenders to an all-male succession raceZuck - The best thing about being a little man king with no accountability is I can randomly change and unchange and rechange my mind… about people's lives: Meta pauses an AI training program that tracks employees' keystrokes after an internal leakLarry Fink - Have you SEEN the size of my signature??? Fucking come to work: A 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egos“In the six-year study, researchers collected data on Fortune 500 CEOs, using behavioral proxies—signature size, photo size in annual reports, pay gap relative to peers—to construct narcissism scores. The higher the score, the more likely a CEO was to publicly oppose remote and hybrid work and seek additional status (like a board chairmanship). In a separate experiment, CEOs whose egos were primed—by reflecting on the assertive leadership styles of Steve Jobs and Larry Ellison—showed significantly greater opposition to working from home than a control group”Andy Jassy - Now we know EXACTLY when you're wasting our time peeing in a bottle instead of working: Amazon is on a mission to optimize warehouse work. Its latest test puts wearable devices on support staff.Nikesh Arora - If you just said, “Who?”, you better pay attention because I have important things to say: Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills - BRONZE ASSHOLESatya Nadella - If I complain about how everyone TALKS about AI, does that make me sound more sympathetic?: Microsoft's CEO Takes Aim At AI Companies: 'We Have To Walk The Walk' To Convince The Public - GOLDEN ASSHOLEJeff Bezos - I mean, if I'm honest, everyone is terrible and should be laid off: Jeff Bezos Called Washington Post His Worst Investment and Staff He Laid Off ‘Terrible' People - SILVER ASSHOLEBrian Moynihan - I mean, or your kid was late to school because they forgot to make their card for teacher appreciation day, you didn't eat breakfast, and you rushed in to work from the office as fast as you could because working from home isn't allowed anymore: By 7 a.m., Bank of America's CEO has already read 5 newspapers, his email inbox, and hit the gym—he says if you're late to meetings, you're ‘selfish'Dave Ramsey - 0.0001% of Musk's worst day could end hunger ON EARTH, but sure, take away Halloween and pets from the rest of us: Dave Ramsey Says 20% of Americans' Halloween and Pet Budgets Could End Hunger: 'There'd Be No Hungry Kids'Headliniest of the WeekDR: Beloved Grandmother Was Standing in Her Own House When a Tesla, Allegedly on Autopilot, Smashed Through the Wall and Killed Her in Grandchildren's PlayroomA popular password manager was hit by a hack. What you need to know—and how to keep your data safeMM: Ryanair says it will reluctantly not charge parents to sit next to childrenMM: Elon Musk will get a billion shares of SpaceX if he can settle a million humans on MarsJust make it 10 trillion shares if he can safely land Gus who sleeps at the bus station on NeptuneWho Won the Week?DR: The MotherS(C)hIpMM: ESG RatingsPredictionsDR: Symbolically giving up your $35 billion CEO pay package becomes the new $1 salary: proxy statements will say: “Our CEO generously waived his $35 billion pay package as a gesture of sacrifice to lead by example, preserve corporate cash, and show solidarity with displaced workers and stressed stakeholders.”MM: Ryanair announces a new fee children can pay to sit AWAY from their parents

RMB is a leading African Corporate and Investment Bank, with a strong presence across the continent and key international markets. By combining deep local insight with global expertise, RMB supports clients across sectors, helping them navigate complexity, manage risk and unlock opportunity. With teams on the ground in Africa and beyond, RMB connects markets, capital and ideas to drive sustainable growth. RMB – A division of FirstRand Bank Limited, is an Authorised FSP and Credit Provider. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RMB is a leading African Corporate and Investment Bank, with a strong presence across the continent and key international markets. By combining deep local insight with global expertise, RMB supports clients across sectors, helping them navigate complexity, manage risk and unlock opportunity. With teams on the ground in Africa and beyond, RMB connects markets, capital and ideas to drive sustainable growth. RMB – A division of FirstRand Bank Limited, is an Authorised FSP and Credit Provider Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

RMB is a leading African Corporate and Investment Bank, with a strong presence across the continent and key international markets. By combining deep local insight with global expertise, RMB supports clients across sectors, helping them navigate complexity, manage risk and unlock opportunity. With teams on the ground in Africa and beyond, RMB connects markets, capital and ideas to drive sustainable growth. RMB – A division of FirstRand Bank Limited, is an Authorised FSP and Credit Provider. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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This week on Conflict Managed we welcome Lucy Standing. Together we explore: Internal and external networking Her new book, Age Against the Machine: New Rules for Working in an Ageist World Continuing career conversations at work Agism at work Assume good intent, then have the conversation anyway   Conflict Managed is available wherever you get your podcasts and on YouTube @3pconflictrestoration Lucy Standing is a Chartered Psychologist, founder of Brave Starts, and Vice Chair of the Association for Business Psychology. She was previously Global Head of Recruitment in the Investment Bank and Strategy Consulting sectors across JP Morgan and LEK consulting. Lucy is co-author of Age Against the Machine, a book that argues the talent shortage gripping British business isn't a talent problem - it's a filtering problem. The most experienced, emotionally intelligent, highest-performing workers in the room are being screened out - by algorithms, by assumptions, and by hiring systems built for a workforce that no longer exists. Lucy has spoken in the UK Parliament on this issue, contributed research to the OECD on ageing and employment policy, and writes a regular careers column for The Daily Telegraph. As founder of Brave Starts CIC - a career development community of over 2,000 people navigating midlife work transitions - she isn't just making a theoretical argument. She has thousands of real stories to back it up.   Conflict Managed is produced by Third Party Workplace Conflict Restoration Services and hosted by Merry Brown.   #ConflictManagement #WorkplaceCulture #Communication #Connection #Podcast

This Investment Bank Takes Frontier Companies Public and Helps Them GrowGuestDaniel G. Cohen, Executive Chairman Cohen & Company $COHNCompanyCohen & Company, https://cohenandcompany.com/, COHNDaniel's Bio Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades of experience building and leading institutions across investment banking, capital markets, asset management, and financial technology. He is the founder of Cohen & Company, the co-founder of The Bancorp, and the founder of Cohen Circle.Mr. Cohen founded Cohen & Company in 1999 and currently serves as Chairman of the Board of Directors of Cohen & Company Inc. (NYSE American: COHN) and Chairman of the Board of Managers of Cohen & Company, LLC, its majority-owned operating subsidiary.Mr. Cohen co-founded The Bancorp (Nasdaq: TBBK) in 1999 alongside his mother, Betsy Z. Cohen, serving as Chairman from 2000 through October 2021. Under his leadership, the bank became widely recognized as a pioneer in fintech-enabled banking and financial infrastructure.In 2019, Mr. Cohen founded Cohen Circle, LLC, a private investment firm and fund manager focused on financial technology and adjacent sectors. Cohen Circle has raised over $5 billion in capital since its founding. Mr. Cohen is also a recognized leader in the SPAC market, having served as CEO of multiple blank check companies targeting the fintech sector.Mr. Cohen holds a B.A. in East Asian History from the University of Chicago. He serves as a Trustee of the Paideia Institute, a Trustee of the Arete Foundation, and is a member of the board of the Columbia Global Center in Paris.Company BioCohen & Company is a leading financial institution delivering sector expertise, innovative products, and tailored solutions across a broad range of financial services, including investment banking, capital markets, fixed income and equities sales and trading, and asset management. We serve public companies, private companies, and their sponsors and owners, institutional investors, and financial institutions. Our mission is to deliver value to our clients and stakeholders by forming collaborative, long-term relationships that produce successful strategic outcomes.

Featuring:Sean Clemens, Managing Director at Park LaneHost:Bobby Hacker, #TheSportShortsGuyJoin Bobby Hacker, #TheSportShortsGuy, as he chats with Sean Clemens, Managing Director and Partner at Park Lane, an Investment Bank, about M&A, capital raising, valuations and other issues around investing in and the market for sports teams and leagues.

Omar Jaffrey has been involved in technology, media and telecommunications ("TMT") investments, mergers and acquisitions, strategic partnerships, public and private capital raises, restructuring and bankruptcies for over 30 years.   Mr. Jaffrey founded Palistar Capital (formerly, Melody Investment Advisers, "Palistar") in 2019 as a specialist digital infrastructure investor as his go-forward investment platform and created Symphony Wireless, an affiliated easements origination platform ("Symphony"). The team successfully raised a $2 billion dedicated digital infrastructure fund at the end of 2021, has built out a specialist team with deep investment and operating expertise and has invested in a number of macro tower investments including Harmoni Towers, Parallel Infrastructure, CTI Towers, and an easements and tower portfolio originated by Symphony.   Prior to Palistar, Mr. Jaffrey co-founded Melody Capital Partners ("Melody") in 2012 where he was also a Managing Partner. The team at Melody raised two fund families – a Structured Credit platform with $1 billion assets under management ("AUM") and a digital infrastructure platform with $700 million AUM ("Melody Wireless Infrastructure"). Mr. Jaffrey crafted the strategy, built Melody Wireless Infrastructure as its CEO and successfully exited Melody Wireless Infrastructure in 2021. Melody is now actively harvesting its remaining investments and is no longer making new investments or fundraising.   Prior to Melody, Mr. Jaffrey was a Managing Director of UBS Investment Bank, most recently serving as Americas Co-head of the Special Situations Group. Mr. Jaffrey was an advisor to some of the leading telecommunications and technology companies globally covering over 50 global clients in the TMT space for their strategic and financing needs. Mr. Jaffrey also helped build UBS's Telecommunications Media and Technology Investment Banking practice and was Global Head of Satellite Investment Banking while specializing in the convergence of TMT sectors between 2003 and 2009. Prior to joining UBS, Mr. Jaffrey was a Managing Director at Merrill Lynch where he built the Global Satellite Investment Banking practice. In the early 1990s, Mr. Jaffrey helped build Bear Stearns' Investment Bank in Asia, and was a founding member of Bear Stearns' Telecommunications sector Investment Banking practice.   Mr. Jaffrey holds a BS magna cum laude in Electrical Engineering from Columbia University and an MBA from Stanford University,  and is a member of Tau Beta Pi and Eta Kappa Nu honor societies.

Heute ist Montag, der 9. März und Peter Bloed und Matthias Dworak sprechen über den neuen Öl-Preis-Schock in Woche zwei des Iran-Krieges, welchen Folgen es für Wirtschaft und Börse haben könnte, je nachdem, wie lange der Konflikt andauert und welche Investment-Bank jetzt ins Bärenlager gewechselt ist. ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money

In this episode of J.P. Morgan's Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global head of Content Strategy and Production for the Commercial and Investment Bank, to discuss how the U.S.–Israel military operation against Iran could play out. What's next in terms of leadership, and how might this change the balance of power in the Middle East? Longer term, could a resolution unlock opportunities for both the Iranian and the global economy?   This episode was recorded on March 4, 2026. The views or opinions expressed herein are solely those of the JPMorganChase Center for Geopolitics and may differ from the views and opinions expressed by J.P. Morgan Securities LLC Research Department or other departments or divisions of JPMorgan Chase & Co. or its affiliates.  Information has been obtained from sources believed to be reliable, but JPMorganChase does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  The opinions herein should not be construed as an individual recommendation for any particular client and is not intended as advice or recommendations of particular securities, financial instruments, or strategies for a particular client.  The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.

Welcome to The Exited Founder Podcast, a production of Exitwise!This show is built on one simple idea: founders helping founders. Every episode features a successful Exited Founder who has been through the highs, the lows, and the life-changing moment of selling their business, and is now paying it forward by sharing everything they learned along the way.You'll hear first-hand exit stories from founders across dozens of industries, what they wish they did differently during the M&A process, their takes on current trends, and how they're using their experience to help the next generation of business owners navigate their exit strategy and maximize the value of their company.Every guest is an Exited Founder who now works as an M&A advisor with Exitwise, bringing deep industry expertise and real networks to help founders like you get the exit you deserve. Whether you're thinking about selling your business, preparing for an acquisition, or just starting to explore what an exit could look like, this podcast is for you.Meet our incredible experts and explore the Exited Founder Marketplace at exitwise.com/exited-foundersListen wherever you get your podcasts.

Rob Downes, Absa's head of digital assets at Corporate and Investment Bank, explains the reasoning behind its recent collaboration with crypto infrastructure giant Ripple, and why it is piloting its own stablecoin – backed by gold. Moneyweb Crypto news articles

What's it really like to be a trader at a global investment bank?Chloe Shepherd returns to the Market Maker Podcast to pull back the curtain on the trading floor. With nearly a decade of experience at Citi and RBC, she shares the real story - the workflows, pressure, client interactions, and the surprising skills that matter most.We bust common myths about trading, explain the difference between perception vs reality, and break down what makes someone successful in this fast-paced world.Topics include:What traders do day-to-dayTrading floor culture & paceSoft vs technical skillsWhy emotional intelligence mattersAdvice for aspiring tradersIdeal for students, grads, and anyone exploring a career in markets or finance.(00:00) Intro – Chloe returns to the podcast(01:54) Explaining trading to people outside finance(03:58) What is credit repo trading?(05:59) Who are the clients & how big are the trades?(12:32) Where credit repo sits in a big bank(15:24) How to get into a niche trading desk(18:40) Day in the life of a trader(21:22) Reality vs stereotypes of trading culture(23:48) Communication skills & client interaction(26:40) Waitressing to trading: transferable skills(31:01) From history degree to the trading floor(34:15) Why emotional intelligence matters(37:47) How traders build resilience(42:20) Final reflections & advice for future tradersListen to the previous episode with Chloe 'Breaking Barriers: Navigating Social Mobility in Finance'.

Not sure whether investment banking, equity research, or global markets is the right fit for you?In this episode, Anthony Cheung is joined by former Goldman Sachs equity research analyst Silvia Magni to break down what these three front-office roles really involve. They cover responsibilities, hours, how each division makes money, skills required, and who each job suits best.Whether you're targeting a summer internship or a full-time role, this episode is your all-in-one guide to understanding the major divisions in investment banking.Episode highlights:What it's like to work in IBD vs equity research vs marketsThe surprising differences in working hours and pressureCommon myths and what recruiters really look forHow AI and information overload are changing the skill setTips on choosing the right division for your personality(00:00) Intro: Finding Your Fit in Finance(01:24) Investment Banking Division (IBD) Explained(02:30) Equity Research: What It's Really Like(05:38) Jargon Buster for Division Names(06:19) Global Markets Roles Overview(09:08) Revenue Models: How Banks Make Money(13:00) Working Hours & Lifestyle Differences(18:01) Must-Have Skills for Investment Banking(21:20) AI, Info Overload & the Skill Shift(22:24) Key Skills for Markets Professionals(26:33) Transferable Experience in Sales(27:43) Equity Research: The Hidden Middle Ground(30:49) Summary: Side-by-Side Role ComparisonJoin our next free 2-hour simulation in Markets or Banking.

Send us a textEpisode 2 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers, and why infrastructure and process matter more than chasing the latest hot sector. Isaac also pushes back on “country-club investing” and urges families to only back deals that truly fit their objectives, liquidity, and decision-making capacity. Dr. Cook reinforces the critical – and often neglected – role of back-office infrastructure in family office success.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss shares lessons on building ethical cultures, leading through influence, and navigating shifting political and market dynamics. He offers candid insights on rebuilding institutional trust, fostering transparency, and prioritizing customers' best interests, not just avoiding harm. Listeners will learn how humility, emotional intelligence, and consistent values shape resilient leadership and sustainable success. Whether you're early in your career or leading teams at scale, this conversation offers deep insights into balancing performance with integrity in today's financial world.Meet Jonathan Weiss:Jonathan Weiss is the former CEO of Wells Fargo Corporate & Investment Banking, where he led a $20 billion revenue business before retiring in June 2025 after two decades with the firm. Over his 45-year career, he also headed Wells Fargo's Wealth & Investment Management and Wells Fargo Securities divisions, following 25 years at J.P. Morgan and its predecessors. A Princeton graduate in Romance Languages, Weiss is recognised for his ethical leadership and service on boards including Youth I.N.C., the Lawrenceville School, and the National Humanities Center.

Dr. Rutendo Hwindingwi, the founding director of Tribe Africa advisory and author of Rumble in the Jungle Reloaded and Stephen Grootes look at top business news around the continent. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

From bank teller to Managing Director of a bespoke investment bank, J. Michael Fischer Jr. (DBD Investment Bank), reveals the counter-intuitive secret to his insane career growth: give first, always. It changed everything. Subscribe for more insights and inspiration. 

When founders set out to sell their business, many underestimate how important it is to choose the right investment bank, and how costly it can be to get it wrong. In this episode, managing directors Mike Lyon and Miles Lacey break down what founders should and shouldn't do when evaluating banks, negotiating fees, and determining the best time to hire, so you can run a competitive process and achieve a better outcome.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Key takeawaysAdvisors vs. Banks = different centers of gravity. Banks are great for IPOs, raises, and complex financings; advisors excel at sector-specific sell-side processes.In IT Services, specialization matters. Operator experience helps craft story, vet culture, and identify “1+1=3” combinations.Lead with strategic + cultural fit. If those are right, the financials usually find a path.Staffing models differ. Expect partner-level guidance throughout with advisors; banks skew analyst-heavy.Start early. Long-tail readiness work (growth, margins, positioning) boosts value and certainty when the market moment arrives Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

In this episode, Anthony is joined by M&A expert Silvia Magni to break down how to confidently talk about M&A and corporate finance deals in investment banking interviews — even if you haven't worked on a deal yourself.We cover what interviewers are really looking for, how to structure your answer like a pro, how to use recent or live deals the right way, and the most common mistakes candidates make (and how to avoid them). Plus, why strategic rationale often matters more than just getting the technicals right.Whether you're preparing for analyst or associate-level roles, this is packed with practical advice to help you stand out.

Thinking about selling your lawn care business? In this episode of The Side Hustle Squad Podcast, I'm joined by Dennis Hering from The Advisory Investment Bank to walk through the process. Dennis explains how his firm acts as a trusted liaison between you and potential buyers, the steps involved in valuation, how to navigate negotiations, and what strategies can help you get the best price. Whether you're ready to sell or just curious about your business's future value, this episode is packed with insider tips to help you make smart moves when it's time to exit.

Liberia Launches Africa's First Youth Entrepreneurship Investment Bank Backed by AfDBEthiopia Releases First T-Bill Calendar to Raise 117 Billion Birr in Q3 FY 2024/25Africa Tops China's Belt and Road Investment List with $39 Billion in H1 2025World Bank Flags Expensive Mobile Data as Major Barrier to Africa's Digital FutureAfDB's Akinwumi Adesina Says Liberia's Youth Bank Signals a New Economic Era

Government has injected GH¢450 million into the National Investment Bank (NIB) as part of a broader recapitalization effort to restore the bank's profitability and long-term sustainability, according to Finance Minister Dr. Cassiel Ato Forson

From eToro's blockbuster debut to the return of SPACs and the flood of micro IPOs from China, Anthony and Stephen break down what's really happening in the 2025 IPO market.They also dive into the data behind Japan's surprise IPO boom, why London continues to lag, and which investment banks are topping the ECM league tables, with one unexpected name climbing fast.Essential insight for anyone tracking deals, equity markets, and the big stories behind this year's public listings.(00:00) Intro & Key Themes(02:47) IPO Market Overview: Year-to-Date Performance(05:14) Micro Listings: A New Trend in IPOs(13:01) Understanding SPACs and Their Role(17:41) Global IPO Activity: A Broader Perspective(20:21) Sector Analysis: What Companies Are Going Public?(24:01) eToro IPO & Notable Companies to Watch(33:44) UK IPO Landscape: Challenges and Opportunities(36:52) Investment Banks: League Tables and Revenue Breakdown Hosted on Acast. See acast.com/privacy for more information.

Die Credit Suisse wurde am 19. März 2023 von der UBS übernommen. Auch zwei Jahre später sitzt der Schock noch tief. Wie konnte es so weit kommen? Und: Was für einen Finanzplatz will die Schweiz mit nur noch einer Grossbank? Im Gegensatz zur UBS überstand die Credit Suisse die Finanzkrise ohne staatliche Unterstützung. Doch dann sanken ihre Erträge, mit ihrer viel zu grossen Investmentbank geriet die CS ins Hintertreffen. Führungs- und Strategiewechsel brachten die Bank nicht zur Ruhe, Skandale häuften sich, Verluste waren schmerzhaft. Im Film blicken ehemalige Führungskräfte auf die turbulenten Jahre zurück. Wie kam es so weit, dass am 19. März 2023 die Spitzen von Nationalbank, Finma und Bundesrat die Übernahme der CS durch die UBS verkündeten? Warum wählten sie diesen Weg, von dem heute viele sagen, dass er der UBS ein Schnäppchen ermöglichte? Und: Wie geht es weiter in der Schweiz mit nur einer Grossbank – was bedeutet es für die Steuerzahlerinnen und Steuerzahler, wenn die neue UBS ins Straucheln gerät? Die Geschichte der Credit Suisse ist noch nicht fertig erzählt.

Eden is a leader of The LSS Group and brings the resources of RBC Wealth Management to entrepreneurs, retirees, corporate executives, small business owners, entertainment industry professionals, foundations and institutions that seek to grow their assets. As part of assessing investment solutions, great consideration is given to the liability aspects of the balance sheet and how best to maximize yield curve dynamics. Eden's primary mission is to build tailored portfolios that help address the sophisticated financial requirements of the team's client base. Additionally, she believes financial literacy is fundamental to empowering clients so that they feel confident in advocating for themselves and making informed decisions. Eden has written on topics regarding signs of cognitive decline and how to navigate a divorce when emotions often cloud sound judgement. Eden delivers access to the full complement of products and services available at RBC Wealth Management and works with the Investment Bank and Capital Markets teams as opportunities present. Her commitment to attentive personal service extends beyond investment guidance—she and the other two principals of The LSS Group draw from 100+ years of combined experience to offer a powerful level of interconnectivity that is essential to the clients in their charge. Leveraging her 27 years of asset management background, Eden has significant investment capabilities developed as a financial advisor at Citigroup and its predecessor firms. With her team, she joined J.P. Morgan Securities in 2009 and RBC Wealth Management in 2020 to bring clients the firm's intellectual capital, industry-leading quality research and global investment platform. Eden earned a Bachelor of Arts degree from the University of Maryland, College Park and studied at the University of London, Birkbeck College. She is the chairman of the board of directors for MS Hope for a Cure, and in the fall of 2006 was inducted into the National MS Society's Hall of Fame. She lives with her husband and three children in lower Manhattan. www.motifplanning.com/ep-92

Dräger, Utz www.deutschlandfunkkultur.de, Plus Eins

In this episode, Anthony and Stephen discuss significant developments in the corporate finance world, including the $3.7 billion acquisition of Getty by Shutterstock, Jensen Huang's keynote speech at CES 2025, and the performance of investment banks as they prepare for a potentially lucrative year ahead. The conversation delves into the implications of these events for the market, the strategies behind the acquisition, and the future of robotics and AI in business.Whether you're into finance, tech, or the future of business, this episode has something for you.Intro (02:32)3 topics for discussion (04:27)Getty Images Shutterstock merger (05:34)Nvidia CES 2025 update (16:40)Investment bank crunch time (27:41) Hosted on Acast. See acast.com/privacy for more information.

Anfang Oktober gab es endlich wieder einen IPO an der Frankfurter Börse – der Wissenschaftsverlag Springer Nature ging am 4.10. an die Börse mit einem Wert von knapp fünf Milliarden Euro. Doch wie genau funktioniert so ein IPO? Welche Rolle spielen in diesem Prozess große Investmentbanken? "Ein IPO ist ein ganz komplexer Vorgang, wo es auch um viel Geld geht. Deswegen helfen oft die Investmentbanken. Es gibt aber auch ein Direkt-Listing wie es Spotify z.B. gemacht hat. Es wird aber nur selten gemacht. Denn in der Regel lohnt es sich auch mit einer Investmentbank zu arbeiten", sagt der BWL-Influencer und Mitgründer von pumpkincareers David Döbele. Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de

In this episode, Anthony and Stephen discuss the current state of the M&A market, highlighting key trends, the impact of interest rates, and the dynamics of private equity. They explore the resurgence of mega deals, particularly in the energy and technology sectors, and address the realities of working in investment banking, including long hours and managing expectations for aspiring professionals.02:13 Introduction04:41 Current State of the M&A Market09:41 Interest Rates and Their Impact on M&A14:00 Corporate vs Sponsor M&A (Private Equity) 19:20 The Rise of Mega Deals in Energy and Tech22:36 Managing Expectations in Investment Banking Careers*****Experience finance now with the AmplifyME M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Our nerdiest episode ever, and we're darn proud of it.  Today we're diving into Microsoft Excel and its role in Investment Banking.  We're discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world.Kristen gives a crash course in how to set yourself up for success, answering questions like "do I need to use a Mac or a PC?", "do I need an external keyboard?", "how can I memorize shortcuts?", and of course: "how do I get faster in Excel?".We then sit down with Macabacus founder and CEO Ryan MacGregor and Rahul Gill, Director of Product & Customer Enablement, to explore the role of productivity add-ins that will make you feel like an insider before you ever set foot in an Investment Bank. Tools like these can be the critical edge for a candidate looking to differentiate themselves and get up the curve faster than the competition.Ryan MacGregor is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI's enterprise software division and is the driving force behind Macabacus' business, sales, and product strategies.For a free trial of Macabacus, click here:  https://macabacus.com/free-trial?_gl=1*s5fo4c*_up*MQ..&gclid=EAIaIQobChMIoKvq8qDBiAMV8jnUAR377wk3EAAYASAAEgJiTPD_BwE&gbraid=0AAAAADpwqK6JTQnNUUfvywGjdwkBhWVjpCheck out Public.com at the link HEREFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

We've heard your countless requests for a review of HBO Max's hit TV show The Industry, and we are buzzing with excitement about our new favorite show!!!  We go over every single critical detail of Season 1, Episode 1 --- from how accurate the interview questions are, the sights and sounds of the trading floor, lifestyle in Investment Banking, all the jargon, and the mechanics of the ACTUAL TRADES depicted in this episode!!!  This is the most accurate representation of real day-to-day life at an Investment Bank that we've seen on TV or in movies EVER.  It is a must-watch series if you're thinking about a Wall Street career.  We break it all down for you: what they get right, what they get wrong, and what details are really winks specially aimed at insiders in the know.Do not miss our single most requested episode EVER!!!Check out Public.com at the link HEREFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

In this profound second act of my conversation with Shawn Lesser, we explore the transformative power of vulnerability and human connection in the face of mental health challenges. Our conversation delves into the often-overlooked struggles men face when confronting their inner demons, highlighting the critical importance of breaking down stigmas surrounding mental health. Shawn's journey from a successful finance professional to mental health advocate serves as a fantastic backdrop for discussing the broader themes of identity, resilience, and the healing power of community. Throughout our discussion, we continually circle back to the core idea that true strength often lies in the courage to be vulnerable and the willingness to lean on others, something that is central to our transformation as better men.BIO: At 54, Shawn Lesser isn't just a father of two and a seasoned business leader; he's also a survivor. His recent struggles with anxiety and depression took him through two treatment centers in early 2023, where he was nicknamed "Shaky." Instead of letting the experience defeat him, Shawn used his inherent resilience and humor to overcome it. Now, he's committed to sharing his journey to inspire and help other men facing similar challenges.Professional Track Record:Before pivoting to mental health advocacy, Shawn had already made a significant impact in the finance world. With over three decades in finance, he co-founded the industry's first Impact Investing Investment Bank for 16 years. Big Path Capital earned Barrons' description as "Impact Investing's Investment Bank." As a trusted advisor and placement agent, Shawn has collaborated with more than 200 Impact Funds and over 1,000 Limited Partners and put on over 50 investment convenings in the US and Europe.The REAL Deal:Shawn is the founder of THE REAL Mental Health Foundation, which has a focused objective: to significantly improve the mental health of men and their families. Leveraging his personal experiences, Shawn aims to challenge societal norms, create environments for open dialogue, and encourage authentic peer connections. Visit THE REAL Website for more information.WebsiteFacebookXInstagramYoutubeTikTok

What a pleasure to be joined by Shawn Lesser, whose transformation from a shy Long Island kid to a confident international finance pro exemplifies the power of personal growth. Act 1 of our conversation begins with Shawn's candid reflections on navigating divorced parents and two father figures reveal how these experiences shaped his core values, particularly his commitment to honesty and follow-through. The game-changer in Shawn's story was the Dale Carnegie course, which not only helped him overcome his shyness but also equipped him with relationship-building skills that became his professional superpower. Shawn's wild entry into Wall Street - complete with 4 AM starts and a vanishing boss - showcases the unpredictability of career paths and the importance of resilience. What truly resonated with me was Shawn's philosophy: "You just make friends, then if you happen to do business, you do business" - a powerful approach that extends beyond finance to offer a blueprint for life.BIO: At 54, Shawn Lesser isn't just a father of two and a seasoned business leader; he's also a survivor. His recent struggles with anxiety and depression took him through two treatment centers in early 2023, where he was nicknamed "Shaky." Instead of letting the experience defeat him, Shawn used his inherent resilience and humor to overcome it. Now, he's committed to sharing his journey to inspire and help other men facing similar challenges.Professional Track Record:Before pivoting to mental health advocacy, Shawn had already made a significant impact in the finance world. With over three decades in finance, he co-founded the industry's first Impact Investing Investment Bank for 16 years. Big Path Capital earned Barrons' description as "Impact Investing's Investment Bank." As a trusted advisor and placement agent, Shawn has collaborated with more than 200 Impact Funds and over 1,000 Limited Partners and put on over 50 investment convenings in the US and Europe.The REAL Deal:Shawn is the founder of THE REAL Mental Health Foundation, which has a focused objective: to significantly improve the mental health of men and their families. Leveraging his personal experiences, Shawn aims to challenge societal norms, create environments for open dialogue, and encourage authentic peer connections. Visit THE REAL Website for more information.WebsiteFacebookXInstagramYoutubeTikTok

In episode 75 of the Investing in Impact podcast, I speak with Larry Selzer, the CEO of The Conservation Fund, on his journey and the organizations path to being the investment bank for Conservation.Larry Selzer, the CEO of the Conservation Fund, discusses his journey in conservation and the mission of the organization. The Conservation Fund is a nonprofit that buys land for conservation and promotes sustainable economic development. They work with public agencies to acquire land and hold it until the agencies are ready to purchase it back.The organization focuses on protecting working forests and farms, which provide clean air, clean water, and jobs for rural communities. Selzer also discusses the importance of carbon markets and the need for regulations to ensure transparency and integrity.TakeawaysThe Conservation Fund buys land for conservation and promotes sustainable economic development.Working forests and farms are important for clean air, clean water, and jobs in rural communities.Carbon markets and carbon credits play a crucial role in achieving climate solutions.Regulations and standards are needed to ensure transparency and integrity in the carbon offset market.The future of conservation lies in the convergence of the environmental movement and the free enterprise system.Sound Bites"Conservation and economic development is where we like to play.""Land conservation is part of the solution to some of our great challenges.""We need to build and deploy hundreds of thousands of miles of new transmission capacity."About The Conservation FundThe Conservation Fund is an American nonprofit organization founded in 1985, committed to the dual goals of environmental preservation and economic development. With a mission to protect America's most critical lands and waters, The Conservation Fund has become a leader in advancing sustainable, community-based conservation efforts.Mission and VisionThe Conservation Fund aims to create solutions that make environmental and economic sense. By blending the benefits of conservation and development, they strive to address pressing environmental challenges while also supporting community prosperity. The organization's vision is a future where both natural and human communities thrive together, ensuring that the natural world is conserved for future generations while current communities benefit from sustainable development.Key Initiatives1. Land Conservation:The Conservation Fund works to protect landscapes critical to the health of America's natural environment. This includes preserving forests, rivers, and wildlife habitats. They acquire land to protect it from development and work with government agencies and private partners to ensure its long-term stewardship.2. Working Lands:Recognizing that productive land use and conservation can go hand in hand, The Conservation Fund supports working forests, farms, and ranches. By promoting sustainable practices, they help landowners manage their lands in ways that support both economic livelihoods and environmental health.3. Community Development:The organization focuses on enhancing community resilience through sustainable development projects. This includes creating parks and green spaces in urban areas, revitalizing historic landmarks, and supporting local economies through eco-friendly tourism and recreation initiatives.4. Waterways and Coasts:The Conservation Fund is dedicated to protecting America's rivers, lakes, and coastal areas. They work to preserve water quality and safeguard critical aquatic ecosystems, ensuring that water resources are managed sustainably for both people and wildlife.5. Climate Solutions:Addressing climate change is a core focus of The Conservation Fund. They implement projects that sequester carbon, restore ecosystems, and promote renewable energy. By integrating climate resilience into their conservation strategies, they help mitigate the impacts of climate change on natural and human communities.Impact and AchievementsSince its inception, The Conservation Fund has protected over 8 million acres of land across the United States. Their innovative approach to conservation finance has enabled them to leverage private, public, and philanthropic investments to achieve significant conservation outcomes. Key achievements include: • Large-scale land acquisitions: Preserving vast tracts of forestland and critical habitats. • Urban green space creation: Transforming underutilized urban areas into community parks and recreational spaces. • Economic benefits: Supporting local economies through eco-friendly initiatives that create jobs and boost tourism. • Climate action: Implementing projects that have sequestered millions of tons of carbon dioxide.CauseartistOur mission is to empower and inspire social entrepreneurs, impact investors, impact professionals, and conscious consumers, who are dedicated to creating a more sustainable and regenerative world.⏺ Weekly Podcasts⏺ Weekly Newsletter⏺ Deep Dive Interviews⏺ Community(coming soon)To learn more, please visit causeartist.com.

We are kicking off our multi-part foray into the world of Private Credit --- arguably the most talked-about investment vertical of 2024 --- with brilliant and hilarious Keri Findley, founder and CEO of Tacora Capital.  If you're interested in learning about Securitized Products, prestigious exit opportunities from the Sales, Trading, & Research division of an Investment Bank, or the career path towards landing a job in Private Credit, this episode is a MUST LISTEN.Keri is our first guest who has a background in Securitized Products, and she has a superpower of being able to explain complex concepts in a simple way.  Keri walks us through her early career in ABS CDO research at Morgan Stanley, her quick exit to the buyside --- where she was a Portfolio Manager at Third Point in her mid-20s (!!) --- and the journey of starting her own Private Capital Firm.  With Keri, we also explore the themes of how blurred the lines can be between our personal and professional lives on Wall Street.  Her candid discussion of what she did to fit in early on in her career, how she handles gossip and negativity, and her decision to have her employees sign prenups on their carry illuminates the complexities of being a senior female investor in today's world.   Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup!Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.

Do you love your job?Want to explore other options?Do you own a business that you'd like to sell?Want to buy someone else's successful business? Enter Greg Martin, Greg is part of the founding team at Origin Merchant Partners, a boutique investment bank focused on mergers & acquisitions and working with entrepreneurs of all kinds every day. He previously founded and operated a restaurant, catering and food e-commerce business which he has since exited. In addition, he is the host of the Lifetime at Work Podcast, all about exploring the careers of different people with the pains, struggles and the fulfilment they can bring. Watch the video: https://youtu.be/7HHRLlQJyIc Catch Greg's podcast: https://www.lifetimeatwork.com/ About Greg Martin Based in Toronto, Canada - by day a Managing Director at the prestigious Investment Bank, Origin Merchant Partners. As a firm, they are a team of some of the brightest professionals in Canada, providing advice to CEOs, boards and business owners of public and private companies across North America as the most critical times, including: Sale of the business Pursuing buy-side acquisitions Raising capital (debt, equity and anything in between) Considering alternative strategies to grow, prosper or maximize value for the business As part of his role, he works every day with many young professionals as a leader, mentor and through training in the art of finance, M&A and loving your job through constant challenge and development. He got his start in M&A after graduating from university at Wilfrid Laurier in Waterloo. After working for several years at Genuity and Canaccord Genuity, Greg joined Origin Merchant Partners to help build it into the largest M&A boutique in Canada, now with professionals across Toronto, Montreal, Chicago, Denver and Atlanta. Greg also has personal experience as a start-up entrepreneur, co-founding an e-commerce and food business called Farm'r.

Unlock the secrets to securing a full-time position from former trader and tier 1 investment bank recruiter, Andrew Osayemi, as he shares his five-point plan for converting your summer internship:1) Master the art of leaving an unforgettable first impression, blending both non-verbal and verbal cues.2) Articulate your desire for a full-time commitment while tactfully probing for available job opportunities.3) Schedule informal weekly performance check-ins to ensure alignment and track progress effectively.4) Deliver unwavering excellence in your work output and behaviour, consistently raising the bar for quality.5) Foster a dynamic social presence, embracing every opportunity to engage in work-related social events without hesitation.Don't miss out on these invaluable insights to maximise your internship's potential! Hosted on Acast. See acast.com/privacy for more information.

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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News AI Reporter Rachel Metz discusses OpenAI launching a faster and cheaper version of the artificial intelligence model that underpins its chatbot, ChatGPT, as the startup works to hold on to its lead in an increasingly crowded market. Jon Weiss, Co-CEO of Wells Fargo CIB, talks about the firm's appreciation of and commitment to US military veterans. Bloomberg News Personal Finance Reporter Alice Kantor shares the details of her Businessweek Magazine story ‘Harvard of Trading' Ruined Thousands of Young People's Lives. Dr. Kelly Monahan, Managing Director at Upwork Research Institute, breaks down a new report on Gen Z's shifting preferences and expectations when it comes to careers and the world of work. And we Drive to the Close with Michael Riley, Co-Head of Markets at Wells Fargo Corporate & Investment Bank. Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

US Credit Strategy: how does it work, who are the players, and what are the career opportunities?  Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital.  We discuss how you approach the vast world of corporate bonds and distill trends as a strategist, how you reconcile investor sentiment with supply/demand dynamics, and what role are you serving within the ecosystem of Wall Street.  The US Credit market --- meaning, where corporate bonds trade after they've been issued --- is orders of magnitude larger than the US Equities market.  Credit spreads, which are a measure of the riskiness associated with the debt of an individual corporate borrower, are a critical barometer of economic strength/weakness and investor risk appetite.  Understanding these dynamics is essential not only to those who wish to pursue a career in credit strategy, trading, or sales, but also for those who wish to understand the Private Credit markets and the funding dynamics that influence deal making and investment on the Private Equity and Hedge Fund side of the industry.  The Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

So many finance hopefuls dream of a career in Private Equity.  But what do you actually DO during your internship, starting out as a full-time Analyst, or as an Associate?  How do those roles differ at a mega fund vs. a smaller firm?  Are there advantages to starting out in Private Equity vs. doing a tour of duty at an Investment Bank or MBB consulting firm?  We sat down with Karina Petrunova, a current Private Equity Associate at Charles Thayne Capital, a lower middle market fund with a software & technology focus, to learn about her path to Private Equity.   She shares the specific steps she took to secure her first Wall Street internship during her sophomore year, her junior year internship, and ultimately her role at Vista Equity (a $100bn+ mega fund) out of undergrad.  Karina shares insight into the practices that made her a successful intern, analyst, and associate, as well as into her decision making process behind why she chose the firms she did.  If you are considering a career in Private Equity, or want to understand the journey that your friends and loved ones in the industry may be on, this episode is a MUST listen.  The Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

Der Aktienmarkt zeigt sich derzeit weiterhin ziemlich krisenresistent. Einer der Hauptgründe dafür: Zinssenkungen. Sie werden in die 2. Jahreshälfte (oder jedenfalls 2025) verschoben, aber sie sollen kommen! Was passiert aber, wenn diese Zinssenkungen nicht kommen, die Zinsen gar angehoben werden? Darüber spricht niemand Geringerer als Jamie Dimon, der Chef der größten Investmentbank der Welt, JP Morgan. Wir schauen heute also auf potenzielle Gründe für eine Zinserhöhung. Und ein Fazit kann ich schonmal vorwegnehmen: Auf Zinserhöhungen ist der Aktienmarkt garantiert nicht eingestellt.
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 Quelle der Audio-Snippets, abgerufen am 17.04.2024
 URL: https://www.youtube.com/watch?v=msMEtF1F434 Titel: JPMorgan CEO Jamie Dimon on state of the US economy, commercial real estate risks and AI hype YouTube-Kanal: CNBC
 URL: https://www.youtube.com/watch?v=Pq1V0aPEO3c Titel: ECB's Draghi to the euro's rescue? YouTube-Kanal: euronews
 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
 Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: -

In this career episode, I share my insights on how to make the most of your Spring Week, ensuring both personal and professional growth. From fostering a curious mindset to taking initiative and mastering time management, these tips aren't just applicable for the duration of your Spring Week but will resonate throughout your early career.By embracing these principles, you'll not only excel during your Spring Week but set yourself up for success in your future career endeavours. *****Connect with Anthony on LinkedIn https://www.linkedin.com/in/anthonycheung10/Join a free Markets Finance Accelerator simulation in partnership with Morgan Stanley and UBS https://amplifyme.com/finance-accelerator Hosted on Acast. See acast.com/privacy for more information.

Summary:Nathan Hirsch, a serial entrepreneur, shares his journey of building and selling his company, FreeUp, which utilized remote workforces. He discusses the importance of having clean books and financials, as well as the value of virtual assistants and outsourced labor. Nathan emphasizes the need to hire the right level of talent, whether they are followers, doers, or experts. He also highlights the significance of building trust and relationships with your team and the importance of finding the right buyer who will treat your employees well. Overall, Nathan provides valuable insights into the M&A process and the benefits of remote workforces in business sales.Takeaways:Having clean books and financials is crucial when selling a business.Hiring the right level of talent, whether followers, doers, or experts, is essential for success.Building trust and relationships with your team is important for a smooth transition during a sale.Finding the right buyer who will treat your employees well is crucial.Chapters:00:00 - Introduction01:24 - Nathan's Background and Entrepreneurial Journey09:47 - M&A Process and Due Diligence23:13 - Outsourced Labor and Hiring Levels32:22 - M&A Expertise and Considerations36:16 - Key TakeawaysAbout The Nathan Hirsch:Twitter (X)LinkedInTrioSEOEcomBalanceAccountsBalanceOutsourceSchool

High levels of cancer-causing metals were spotted in fake goods from China. Plus, a list of fake Chinese knockoffs was seized by U.S. customs authorities. Actress Nicole Kidman's new series gets banned inside Hong Kong, despite being filmed in the city. Chinese-owned TikTok is set to lose thousands of songs from major artists, including Justin Bieber and Taylor Swift. A Chinese billionaire suddenly quit his executive role at a top Chinese investment bank. How is Beijing involved? ⭕️ Watch in-depth videos based on Truth & Tradition at Epoch TV

Today on the show we speak to Daniel Hanna, Global Head of Sustainable Finance for the Corporate & Investment Bank at Barclays Plc. On the show we discuss Daniel's views on COP28 and climate investments globally, as well as his personal background and work in the sector. Finally, he speaks on what Barclays is doing to accelerate decarbonisation efforts and unlock climate financing solutions. Daniel has long been a pioneer in innovative financing solutions to deliver social & environmental impact, having previously worked at Standard Chartered were he developed some of the first blended finance bond products to address issues such as water access and education, as well as supporting the NEOM project to raise its first financing. At Barclays, Daniel plays a key role in helping the bank to deliver on its ambition to enable $1trillion of Sustainable and Transition Financing between 2023 and the end of 2030. This is supported through several areas including Barclays internal £500mn Principal Investments arm, which provides growth capital to leading innovators in clean energy such as GeoPura, ZeroAvia, Protium, Zedify, Naked energy and many more. Barclays has also designed new products, including an innovative structured debt product that enabled a $300mn facility with EV services provider Einride, as well as helping companies in their corporate financing journey by providing investment banking support for fund raises such as Ohmium's $200mn capital raise through TPG rise. All this and more we cover in the show as Daniel lays out how he sees Barclays as a leading provider of financing solutions for the clean energy space.---Linkshttps://home.barclays/news/press-releases/2022/daniel-hanna-joins-barclays-as-global-head-of-sustainable-financ/https://www.barclays.co.uk/sustainability/#:~:text=Setting%20a%20target%20to%20facilitate,and%20the%20end%20of%202030 https://trans.info/einride-secures-an-additional-500-million-in-funding-316547