Podcasts about investment bankers

Welcome to PGX: Raw & Real #184PGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Shashank Udupa — SEBI Registered Research Analyst.Timestamps:00:00 - Intro03:25 - Why the Cockroach Janata Party went viral11:02 - Why PM Modi warned people about gold16:47 - Is PM's speech a temporary shock or deeper?22:17 - Is economic setback is structural collapse or temporary25:33 - Lessons from the 2013 crash31:41 - How India's economy changed after 202035:10 - Why foreign investors are leaving India42:28 - How the energy crisis affects India49:34 - How Fixing energy dependence will fix everything53:54 - Should you travel abroad or stay home?01:00:40 - Why India should use electric vehicles01:03:00 - Too many problems hitting at once01:06:40 - Advice for Middle Class01:13:33 - Why does PM Modi do too many foreign trips?01:20:29 - Is the world order changing?01:27:00 - The future of India01:34:57 - Advice for Young IndiansEnjoy.— Prakhar

Scott Bowman joins me for a conversation that starts in finance—but quickly turns into something much bigger.We unpack the transition from high-pressure investment banking to leading mission-driven companies focused on sustainability, second chances, and long-term impact.Scott spent years inside the world of constant travel, deal-making, capital raises, and relentless growth. The work was financially rewarding—but eventually the deeper question showed up:“What is all of this actually for?”That question ultimately led him away from the traditional “mercenary” side of finance and toward organizations trying to build something more meaningful.This episode explores the tension between profit and purpose—and why they don't have to be opposites.We talk about burnout, capitalism, leadership, private equity, sustainability, prison reform, supply chains, organizational culture, and the difference between creating value versus extracting it.One of the most interesting parts of the conversation is Scott's experience helping companies prove that mission-driven businesses can still grow, remain profitable, and scale successfully—without losing the human side of the work.This isn't a conversation about rejecting business.It's about redefining what successful business looks like.TL;DR• Burnout often hides behind ambition and achievement• Leadership becomes hollow when purpose disappears• Profitability and ethics can coexist• Sustainable companies think beyond short-term extraction• Great businesses create value instead of only maximizing returns• Mission-driven cultures create stronger long-term engagement• Second chances can completely change people's lives• Financial success means very little without meaning attached to itMemorable Lines“Money becomes a way to keep score.”“You can make money and still build something meaningful.”“The fastest way to make a lot of money is to steal it.”“You start to wonder if there's something more than chasing the next deal.”“Good businesses create value. Extractive businesses take it.”“Eventually you realize the work has to mean something bigger than yourself.”GuestScott Bowman — CFO with a background in investment banking and mission-driven consumer brandsFormerly worked in middle-market investment banking before transitioning into leadership roles focused on sustainability, organizational culture, and long-term impactCurrently helping lead businesses centered around ethical growth, human sustainability, and community-focused operationsWhy This MattersA lot of high performers spend years climbing toward success without ever stopping to define what success actually means.The external rewards keep growing.The internal fulfillment often doesn't.That disconnect creates burnout, disengagement, and the feeling that work has become purely transactional.What makes this conversation important is that it challenges the assumption that business must choose between profitability and humanity.It doesn't.Organizations can grow while still investing in people, communities, sustainability, and long-term thinking.But that only happens when leaders stop viewing business as a machine for extraction—and start viewing it as a system capable of creating lasting value.That shift changes not only how companies operate.It changes how people experience their work entirely. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com

Welcome to The Kingdom! Shawna Agye knows all about what it takes! From 5 years in investment banking to a rockstar social media career (she got signed to @kensingtongrey in just over a year!) and many compelling partnerships, she's not new to the grind, she's true to it!In this episode, we get into uncertainty, risk, and what it costs to walk away from tradition — or at least, to stop letting it define you. Shawna gets honest about the discipline it takes to juggle both, and what it looks like to be a dark-skinned woman navigating spaces — finance and content creation — that weren't exactly built with her in mind.We also talk about relationships—both the one you have with yourself and with others, what you owe yourself, and why walking away from someone is sometimes the most courageous thing you can do.I hope you enjoy this one. Find Shawna on IG &TikTok: @shawna.agyeConnect with us on IG:@wttkpodcast@atakoraaainquiries: hello@lovejoy.nycListen to the Podcast Apple: https://podcasts.apple.com/us/podcast/welcome-to-the-kindgom/id1546802060Spotify: https://open.spotify.com/show/2VpqEgwergYZmxONsLIwf9Google: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy80NWVmY2M0NC9wb2RjYXN0L3Jzcw==

In this episode, we are joined by Jeff Hooke, former investment banking, private equity, and private debt executive turned academic critic of alternative investments, for a rigorous and provocative examination of private equity, private credit, and institutional investing. Jeff draws on decades of experience in finance and years of academic research to challenge many of the assumptions driving institutional and retail allocations to private markets. We discuss why pension plans and endowments continue pouring capital into alternatives despite evidence of underperformance, how private market valuations can obscure true risk, and why the fee structures embedded in private funds create enormous hurdles for investors. Jeff explains the methodological challenges of benchmarking private investments, the role of investment consultants and industry incentives, and why illiquidity and opaque reporting make private assets especially difficult for retail investors to evaluate. Along the way, we explore survivorship bias, public market equivalents, unrealized valuations, and the growing push to bring private assets into retirement portfolios. This conversation is an in-depth look at the incentives, risks, and realities shaping the modern alternatives industry.   Key Points From This Episode: (0:00:18) Introduction to Jeff Hooke and the focus on private equity, private credit, and alternative investments. (0:04:21) Why institutions and retail investors continue allocating heavily to alternatives. (0:04:33) What institutional investors are and how pension plans and endowments operate. (0:05:52) Why institutional staff may prefer complexity over simple index investing. (0:07:55) How early private equity outperformance fueled lasting enthusiasm for alternatives. (0:08:47) Why trustees often rely heavily on staff and consultants for investment decisions. (0:09:29) The social and psychological appeal of "exotic" investments. (0:10:28) Why institutional investors often resist criticism of private markets. (0:11:56) The CalPERS example: underperforming a simple 60/40 index despite complexity. (0:13:28) The role investment consultants play as institutional "gatekeepers." (0:15:42) Why many pension plans and endowments may have underperformed due to alternatives. (0:17:26) Findings from The Grand Experiment and research on private equity fund performance. (0:18:30) Why institutions struggled to replicate Yale's endowment success under David Swensen. (0:20:57) Gross versus net performance in private equity—and the impact of fees. (0:21:30) The extreme dispersion between top- and bottom-performing private equity funds. (0:23:26) The weak persistence of private equity manager outperformance. (0:25:27) Why private investments expanded rapidly after the Global Financial Crisis. (0:25:54) The illusion of smoother returns in private markets due to subjective valuations. (0:28:13) Why benchmarking private equity performance is methodologically difficult. (0:31:13) How private market data can support conflicting performance narratives. (0:33:41) Why public market equivalent (PME) is one of the best benchmarking approaches. (0:36:59) Survivorship bias and non-reporting funds in private market databases. (0:40:09) The rise of private credit and its role in financing leveraged buyouts. (0:42:29) Findings from Jeff's private credit research: no evidence of outperformance versus public ETFs. (0:45:15) Jeff's response to Cliffwater's critique of his private credit paper. (0:47:15) Why retail investors may underestimate the risks and costs of private alternatives. (0:49:14) Conflicts of interest and fee incentives in wealth management distribution. (0:51:03) The impact of unrealized valuations and unsold holdings on reported returns. (0:53:15) Why many private equity funds still hold large unrealized positions after a decade. (0:56:05) Whether private equity ownership actually improves company operations. (0:57:42) The major liquidity risks facing retail investors in private funds. (0:59:20) Canadian private real estate funds, gating, and redemption problems. (1:02:01) Comparing private market fees to ultra-low-cost public index funds. (1:06:46) The long-term impact of bringing private assets into retail retirement accounts. (1:08:17) How much "play money" investors should allocate to speculative alternatives. (1:10:49) Why leverage layered on top of private funds creates additional risk.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Stuart Rice Honorary Chair at the University of Massachusetts Amherst's College of Information and Computer Sciences (CICS) and Faculty Associate at the Berkman Klein Center for Internet and Society at Harvard University Fran Berman, Joseph Palamountain Jr. Chair in Government at Skidmore College Beau Breslin, an Associate Professor in the department of sociology at Vassar College. Her research is on health, wellness, and medical knowledge Catherine Tan, and Investment Banker on Wall St. Mark Wittman. James Lasdun will be joining the panel for a portion of time to discuss the overturn of Alex Murdaugh's murder convictions. James Lasdun is a poet and author, his works have appeared in the 'New York Times,' 'London Review of Books,' 'The New Yorker,' and more.

S5:E236 David updates listeners on the past week in Venture, which was once again dominated by AI. He then tees up the Wednesday interview episode with Investment Banker Frank Williamson, who is focused principally on Southeast Ventures. We'll be discussing the logistics of Exits and the role of the Investment Banker. (recorded 5.10.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Lawyer, negotiator, and advisor to companies, nonprofits, law firms, and business leaders; Founder of the strategy consulting firm The Azara Group and author of “Race Rules: What Your Black Friend Won't Tell You” Fatimah Gilliam, Dean of the College of Emergency Preparedness, Homeland Security and Cybersecurity at the University at Albany Robert Griffin, Lecturer of Cognitive Sciences at Rensselaer Polytechnic Institute and former Fulbright US Scholar to Egypt Jackie Berry, and Investment Banker on Wall Street Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Joseph Palamountain Jr. Chair in Government at Skidmore College Beau Breslin, Founder and Director of the Volunteer Literacy Project and columnist for The Free Press Larissa Phillips, and Investment Banker on Wall Street Mark Wittman.

Mehli Mistry, who stepped down from the Tata Trusts as a Trustee in November last year after being denied reappointment, has called for an Administrator to be appointed to run the Sir Dorabji Tata Trust (SDTT). He has also declared that he has no desire to rejoin the board of the trust. In a filing today before the C harity Commissioner, Mumbai, seen by businessline, Mistry alleged grave illegalities in the administration of the Trust by the Board of Trustees which now comprises of Noel Tata (Chairman), Venu Srinivasan (Vice Chairman), Vijay Singh, Darius Khambatta, Bhaskar Bhat and Neville Tata. The last two were appointed in place of Mehli Mistry and Pramit Jhaveri, who stepped down in February. Objecting to the Change Report filed by the Trust after his exit and the entry of new trustees, Mistry has contested his non-renewal as a trustee, arguing that it violates a 2024 resolution for mutual perpetual reappointments among trustess of SDTT and the other major trust, Sir Ratan Tata Trust, reports Raghuvir Srinivasan. —————— India's markets regulator, Securities and Exchange Board ⁠of India (SEBI), will allow companies ​to cut the size of IPOs by as ⁠much as 50% without filing additional onerous paperwork as the Iran war has made it hard to follow through with initial plans, according to an email seen ‌by Reuters. Current rules stipulate that initial public offering documents need to be refiled if the planned fund-raising amount increases or decreases ‌by 20% or more. Firms will now only have to ‌submit ⁠their revised offer size to SEBI for approval and these reviews will be fast-tracked, the regulator said in an email sent to the Association of Investment Bankers of India. The relief will apply to issuers ​planning to raise fresh funds ‌before September 30 and will only be granted if there is no change in the main object of the issue. ————— Markets surged on Wednesday, delivering their strongest session in weeks, as geopolitical optimism, falling crude oil prices, and buoyant global cues triggered broad-based buying that left virtually no sector untouched. The BSE Sensex closed at 78,111.24, gaining 1,263.67 points or 1.64 per cent, while the Nifty 50 settled at 24,231.30, up 388.65 points or 1.63 per cent — its highest close since March 10, 2026. From its recent swing low of 22,182, the Nifty has clawed back over 2,100 points in just eight trading sessions. Volumes on NSE's cash market rose 12 per cent from the previous session, underlining the conviction behind the move. The single biggest catalyst was US President Donald Trump signalling that Washington and Tehran may be heading back to the negotiating table, with talks potentially resuming in Pakistan within days, describing the conflict as “close to being over.”, writes Anupama Ghosh. ------ India's merchandise exports grew by over 4 per cent in the 2025-26 fiscal year, though the overall trade deficit widened by more than 26 per cent for the full year, according to data released by the Commerce Ministry on Wednesday. Despite the annual expansion of the gap, the trade deficit narrowed in March as both exports and imports saw a synchronized dip during the final month of the fiscal year. Commerce Secretary Rajesh Agrawal said India's exports are doing well despite challenges. The country's merchandise exports during April-March 2025-26 went up 1 per cent to $441.78 billion from USD 437.7 billion. Imports also increased to $774.98 billion during the period from $721.2 billion in 2024-25. Services exports are estimated at $418.31 billion in 2025-26, showing a growth of around 8 per cent, reports Shishir Sinha.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are The Empire Report's JP Miller, Editor at large/columnist/editorial writer, Times Union Jay Jochnowitz, Diplomat in Residence at Bard College Donna Welton, and Investment Banker on Wall St. Mark Wittman.

Joanna Jensen discusses with Ivan six things which should be better known. Joanna Jensen is the founder of the British multi-award-winning baby and child personal care brand, Childs Farm which she created in 2010 as a result of her own daughters' sensitive and eczema prone skin. A former Investment Banker in both London and Hong Kong, Jensen transformed an emotional need into a commercial brand from day one. Her brand was launched into mainstream retailers Boots and Waitrose in 2014 and became the number one brand in the baby and child toiletries category in 2019 disrupting the more established legacy brands with its natural, sustainable and fruity formulas, and seeing Johnson Baby's market share tumble from 32% to 13% in just 5 years. In March 2022, Jensen sold 92% of Childs Farm for £36.8m to PZ Cussons Plc, the branded consumer goods business and owner of well-known brands such as St.Tropez, Imperial Leather, and Carex selling the final 8% in January 2025. Jensen is an active keen supporter of female founded businesses. She is an Angel Investor in 11 female founded brands and a leading advocate in supporting female founded businesses. She sits on the Angel Investment Committee for the Invest in Women Task Force. Jensen's first book Making Business Child's Play: How to build a winning brand was published in September 2025. From idea to launch, she details everything entrepreneurs don't know they don't know to endeavour to learn what took her six months to learn in 6 minutes. Small, consistent actions beat sporadic big ones Your brain treats uncertainty as a threat A ‘mast' year occurs every 3-5 years Relationships are the real currency in business Bees are infrastructure for our food system Strong social connection is a biological need This podcast is powered by ZenCast.fm

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Ulster County Comptroller and the former president and CEO of the Community Foundations of the Hudson Valley March Gallagher, Former Vice President for Editorial Development at the New York Press Association Judy Patrick, Investment Banker on Wall St. Mark Wittman.

In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner.Just two years into her financial planning career, Caroline has built £14 million assets under management, while balancing family life and designing a career with genuine flexibility.Caroline shares her full journey from investment banking to financial planning, including how she qualified, why she chose the self-employed IFA route, and how she evaluated different firms before joining a directly authorised financial planning firm.We also dive into the practical realities of becoming a financial adviser in the UK. This includes how much money you need saved before going self-employed, how adviser revenue splits work, and what support new financial planners should look for when joining a firm.Caroline also explains how she generated clients in her first two years as an IFA through Unbiased leads, networking groups, accountant referrals, and financial wellbeing workshops.If you are exploring a career change into financial planning, thinking about becoming a financial planner or financial adviser, or weighing up the self-employed IFA route, this episode is packed with practical insights.What we cover:Moving from investment banking to IFA Completing financial planning qualifications (Level 4) Choosing between IFA academies vs smaller financial planning firms The realities of becoming a self-employed financial adviser How much savings you need before going self-employed How financial advisers are paid and how fee splits work Building your client bank from scratch Lead generation for financial planners Networking, referrals and LinkedIn for advisers Why financial planning offers purpose and flexibilityThis episode of Financial Planner Life is essential listening for anyone considering a career as a financial adviser, financial planner, or self-employed IFA.00:00 - Ex-Deutsche Bank Investment Banking to IFA: self-employed start + £14m AUM 01:23 - Mindset check: “It's Friday” + starting your Financial Adviser journey 02:34 - Why she left Investment Banking: COVID, redundancy, pregnancy, Plan B 03:56 - Finding the UK Financial Planning route: Sam's videos + where to begin 05:27 - Lifestyle + family: why becoming a Self-Employed IFA fit her life 06:58 - Choosing a small firm: Directly Authorised IFA vs bigger routes 11:01 - Big bank to small Financial Planning firm: freedom, purpose, building a team 15:27 - Comparing firms: Quilter/SJP academy vs smaller IFA setup 17:20 - Going self-employed as a financial adviser: the 9–12 month savings rule 21:34 - What support should look like: paraplanners,Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Today's episode is with a great friend of mine, Chris Huckabee, Founder @ MORE Group.   We unpack his company's remarkable private equity journey and why it was so successful.  Chris shares how the unexpected loss of his business partner pushed him to rethink the future of his company, leading to a strategic shift, a private equity partnership, and rapid national expansion.  We talk candidly about valuation surprises, building trust with employees during major transitions, and what makes a great private equity partner. Then we pivot to education reform, AI's impact on schools, and the deeply personal story of how Chris helped lead the effort to rebuild Robb Elementary in Uvalde, TX, after the tragic shooting. We discuss: • The process Chris went through to pursue private equity and national expansion • Why he told every employee about the strategic plan before making a deal • How to hire the right investment banker • The hard lessons around valuation, deal structure, and selecting the right private equity partner • What AI means for K–12 and higher education and where public education must improve • How he mobilized donors and contractors to rebuild Robb Elementary in Uvalde, TX Links: MoreGroup - https://moregroup-inc.com/ Chris on LinkedIn - https://www.linkedin.com/in/christopher-huckabee-693a3a31/ Support our Sponsors Ramp: https://ramp.com/powers Collateral Partners: https://collateral.com/fort Topics: (00:03:19) - Chris' journey to finding Private Equity (00:09:27) - Strategic planning (00:11:31) - Valuing the business (00:14:36) - People don't like change (00:17:43) - Making the decision to pursue PE (00:21:28) - Finding the right Investment Banker (00:37:26) - Selecting a buyer (00:44:44) - The first day after selling to PE (00:47:59) - Going out to buy companies (00:51:16) - What makes a great PE partner (00:57:08) - The state of Education and AI (01:13:16) - Rebuilding Robb Elementary in Uvalde after the 2022 shooting Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://bit.ly/45gIkFd Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO POWERS is produced by https://www.johnnypodcasts.com/

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Tetherless World Professor of Computer, Web and Cognitive Sciences at RPI Jim Hendler, is a full professor in the History Department at John Jay College of Criminal Justice (CUNY) Allison Kavey, Former Times Union Associate Editor Mike Spain, and Investment Banker on Wall Street Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Investment Banker on Wall St. Mark Wittman, Senior Fellow at the Bard Center for Civic Engagement Jim Ketterer, Political Consultant and lobbyist Libby Post, and Former Mayor of the City of Albany Kathy Sheehan.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Joseph Palamountain Jr. Chair in Government at Skidmore College Beau Breslin, Vice President for Editorial Development at the New York Press Association Judy Patrick, Associate Professor in the department of sociology at Vassar College Catherine Tan, Investment Banker on Wall St. Mark Wittman.

Not every job will feel like the perfect fit, but for David Verbitsky '10, every new position is an important stepping stone in your career, and an opportunity to learn and grow. When David wanted to pivot his career from engineering to finance, the path led him straight to an MBA at Rice Business. His experience at Rice spring boarded him into a career in investment banking with a special focus on agriculture and food. Over the past 15 years, he's worked as the global head of agriculture and nutrition investment banking at Goldman Sachs, as the global head of AgTech and sustainable food investment banking at Nomura Greentech, and as a member of the global chemicals and agriculture investment banking team at Barclays.Now, David is applying all of his industry expertise to his own investment banking firm, Verbitsky Capital. In this episode, he chats with co-host Maya Pomroy '22 about how Rice Business prepared him for a successful career in finance, what he learned through every job change and where he thinks innovation in the agriculture sector is heading next.Episode Guide:00:00 Introduction and Guest Welcome00:59 David's Early Career in Engineering03:06 Transition to Business School and Finance06:09 Investment Banking Journey08:59 Shift to Agriculture Sector18:20 Navigating the VC Fund Experience21:30 Exciting Deals in AgTech23:24 Challenges and Lessons Learned29:44 Building and Leading a Team with Verbitsky Capital31:37 Future of AgTech34:35 Career Advice and Final ThoughtsThe Owl Have You Know Podcast is a production of Rice Business and is produced by University FM.Episode Quotes:The importance of judgement in every leader31:19: [Maya Pomroy]: What do you look for in leaders?31:26: [David Verbitsky] I do not really know if you can quantify or measure it, but it is judgment. The only way you can really see that is seeing people in action, right? It is seeing, okay, when you are in a difficult situation, or maybe it is not even difficult, but when you have to make decisions. And take responsibility for things. And some of it is, could be very easy, like simple things who just, we are in the middle of a deal and you gotta just decide on what, how you move forward. Right. How do you take decisions? How do you move forward? How do you take accountability? How do you, in certain circumstances, decide not to do something? Which is probably more important in many different ways.On networking and constant learning36:16: [Maya Pomroy]:What would you say to someone that is sort of considering maybe an MBA to really pivot their own career.36:25: [David Verbitsky]  So first and foremost, I would say it is all about relationships. And her ability to, to maintain them. Right. That, that is part networking, but it is also just part effort of just people you already do know. Maintaining those relationships. Do you think that is first and foremost is the most important thing? Do not burn any bridges. Right? Keep them, keep them all active and then building off of that just sees opportunities when they present themselves, be open to things. Because they might be the wrong choice, but. You should learn something from every new step you take.From missteps to momentum37:04: Going to Goldman Sachs and switching a hundred percent into agriculture was a big opportunity, which I was like, I do not know, but let us try it out. Right? Those things worked out incredibly well. And then I had a bunch of missteps of like trying, trying to go and do startup or VC fund that just was not the right fit, or go into a place that was good for a while, then was not, and then just, it leads you here. So like. Realize when an opportunity presents itself and do not be afraid to take it. Which is the right piece of advice. Just be aware and realize this is an opportunity. Maybe it is not the right one, but be, I think, very mindful.Show Links: TranscriptGuest Profile:David Verbitsky | LinkedInVerbitsky Capital

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Former Vice President for Editorial Development at the New York Press Association Judy Patrick, Senior Fellow at the American Enterprise Institute Robert Pondiscio, and Investment Banker on Wall St. Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Ulster County Comptroller and the former president and CEO of the Community Foundations of the Hudson Valley March Gallagher, and Investment Banker on Wall St. Mark Wittman.

Stijn Schmitz welcomes Christopher Whalen to the show. Christopher Whalen is an Investment Banker, Author, and Chairman Whalen Global Advisors. The discussion centers on the current economic landscape, with a particular focus on gold, monetary policy, and the future of the global financial system. Whalen argues that the world is in the early stages of a gold up-cycle, primarily driven by central banks increasingly adopting gold as a key reserve asset. He emphasizes that while the US dollar remains crucial for global trade, its dominance is gradually shifting. Whalen provides insights into the current economic challenges, highlighting inflation as a significant concern. He suggests that the federal deficit and monetary expansion are primary drivers of economic instability. The conversation explores the potential for alternative monetary approaches, including gold-linked bonds and revaluing gold stocks, though Whalen remains skeptical about a complete return to a gold standard. Regarding global currency dynamics, Whalen believes the BRICS settlement currency and attempts to challenge the US dollar’s supremacy are unlikely to succeed in the near term. He argues that the dollar’s utility in financing transactions and its widespread acceptance make it difficult to replace. However, he anticipates a gradual decline in the dollar’s global share, moving towards a more multilateral system reminiscent of the pre-World War II era. On investment strategies, Whalen recommends diversification, particularly advocating for 10-20% of portfolios to be allocated to gold. He is cautious about current equity markets, especially tech stocks driven by artificial intelligence hype. The banking sector presents mixed prospects, with consumer banking relatively stable but commercial real estate posing significant challenges. Ultimately, Whalen remains optimistic about the United States’ economic potential. He believes the country’s natural resources, economic flexibility, and inherent strengths will help manage current financial challenges. The discussion concludes with a nuanced view of economic transformation, suggesting adaptation rather than catastrophic decline. Timestamps: 00:00:00 – Introduction 00:00:54 – Gold’s Long-Term Cycle 00:01:21 – Central Banks Buying Gold 00:03:13 – Inflation and AI Hype 00:05:44 – Monetary Inflation Defined 00:07:04 – Metals as Safe Havens 00:11:13 – Commodity Supercycle Thesis 00:13:03 – Treasury Debt Issuance Strategy 00:15:44 – Gold-Linked Bonds Proposal 00:19:12 – Gold Remonetization Incentives 00:21:36 – BRICS Currency Challenge 00:26:56 – Outgrowing US Debt 00:32:41 – Equities in Inflation 00:36:26 – Banking Sector Health 00:38:32 – Concluding Thoughts Guest Links: Website: https://www.rcwhalen.com/ X: https://x.com/rcwhalen Books (Amazon): https://tinyurl.com/mv3wctcr LinkedIn: https://www.linkedin.com/in/rcwhalen/ Over three decades, Chris has worked as an author, financial professional, and journalist in Washington, New York, and London. After graduating, he served under Rep. Jack Kemp (R-NY) at the House Republican Conference Committee. In 1993, he was the first journalist to report on secret FOMC minutes concealed by Alan Greenspan. His career included roles at the Federal Reserve Bank of New York, Bear Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. Christopher holds a B.A. in History from Villanova University. He is the author of three books: “Ford Men: From Inspiration to Enterprise” (2017), published by Laissez Faire Books; “Inflated: How Money and Debt Built the American Dream” (2010) by John Wiley & Sons; and co-author of “Financial Stability: Fraud, Confidence & the Wealth of Nations,” also with Wiley. He served on FINRA’s Economic Advisory Committee from 2011 to 2023 and was an advisor on Season 5 of SHOWTIME's “Billions.” Additionally, he was a fellow at Indiana State University (2008-2014), a member of Villanova School of Business' Finance Department Advisory Council (2013-2016), and a board member of the Global Interdependence Center (2017-2019). Christopher edits The Institutional Risk Analyst and contributes to other publications and forums. He has testified before Congress, the SEC, and FDIC. A regular media commentator on CNBC, Bloomberg, and Fox News, Chris is active on social media under “rcwhalen.” He is also a member of The Mortgage Bankers Association and The Lotos Club of New York.

James Breaks down the 5 ways investment professionals get information before YOU, the retail investor, and how you can start getting information just as fast as them! That way, you can make informed decisions off the data, instead of off their headlines! 15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee! All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Senior Fellow at the American Enterprise Institute Robert Pondiscio, Associate Professor of Government at Dutchess Community College and President of the World Affairs Council of the Mid-Hudson Valley Dr. Karin Riedl, and Investment Banker on Wall St. Mark Wittman.

Just in time for the Sephora Savings Event (October 31st - November 10th), we're sitting down with finance‑savvy beauty creator Rachel Wiseman — the brain behind the viral “Beauty Math” series — to decode the real cost of beauty products and the smartest ways to shop the season. Listen in to discover why beauty math literacy matters and how it can prevent you from feeling like you “got robbed” whenever you leave the store.Subscribe and watch this episode on YouTube!In this episode you'll discover:How do sneakflation and shrinkflation apply in the beauty industry? The way brands shrink their product sizes or inflate “deal” prices while selling the same product.What “anchor price” means and how it affects your purchase decisions.The 2025 version of the “Lipstick Index” – does it still hold?How tariffs and loyalty programs are influencing beauty pricing and whether refill products truly save you money.Her category‑by‑category cheat sheets: the best value skincare, eyeshadow palettes, multi‑use makeup, and packaging that gives you the most bang for your buck, explained.Holiday shopping tips you'll want to bookmark: mini vs jumbo sizes, Advent calendars, and what deals are genuinely worth it.For any products or links mentioned in this episode, check out our website: https://breakingbeautypodcast.com/episode-recaps/ Get social with us and let us know what you think of the episode! Find us on Instagram, Tiktok,X, Threads. Join our private Facebook group. Or give us a call and leave us a voicemail at 1-844-227-0302. Subscribe to our Sign up for our Substack here. Related episodes like this: The #DamnGood Loyalty Shopping Guide! From Sephora to Ulta, Drugstores and MoreIt's Our #DamnGood Haul of Fame Update! Fave New Finds That Stand the Test of Time#DamnGood Under $20 Budget Beauty Special! PROMO CODES: When you support our sponsors, you support the creation of Breaking Beauty Podcast! Medik8Medik8's new Advanced Pro-Collagen+ Peptide Cream is an anti-wrinkle moisturizer, clinically proven to visibly improve skin firmness, elasticity, and reduce the appearance of deep-set wrinkles. Visit Medik8.us to discover more and use code BREAKING20 to save 20% off your order.QuinceFind your fall staples at Quince. Go to Quince.com/breakingbeauty for free shipping on your order and 365-day returns. Now available in Canada, too. NutrafolSee thicker, stronger, faster-growing hair with less shedding in just 3–6 months with Nutrafol. For a limited time, Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code BREAKING. CanopyGo to getcanopy.co to save $25 on your Canopy Humidifier purchase today with Canopy's filter subscription. And look for other Canopy products such as the Canopy Bath and Shower Filter. Even better, use code BEAUTY at checkout to save an additional 10% off your Canopy purchase. Your skin will thank you! *Disclaimer: Unless otherwise stated, all products reviewed are gratis media samples submitted for editorial consideration.* Hosts: Carlene Higgins and Jill Dunn Theme song, used with permission: Cherry Bomb by Saya
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 How AI is Changing Deals & Global Development with Jeff Kafka and Brian Rogers     Jeff Kafka Bay Area entrepreneur, cybersecurity startup founder, and medical device/supply chain import partner. Internationally renowned professional kiteboarder and big wave safety expert. Brian Rogers Design and business thinker, expert in AI/ML, IoT, big data, fintech, and platform development. Author of patents, guest lecturer, and industry leader in blockchain. Episode Summary In this episode, we dive deep into how technology, infrastructure, and strong personal networks converge to drive capital and growth in sectors from medical devices to public works. We speak with Jeff Kafka, the founder behind the famous Silicon Valley kite surfing pitch events, about the value of relationships in business growth, and with Brian Rogers, an expert in AI, IoT, and digital transformation, about the future of finance and government partnerships. We explore how their new venture, Storyboard Capital, focuses on opportunities in areas typically ignored by traditional tech investors. Key Discussion Points & Topics I. The Power of Relationships and Networking (Jeff Kafka) Kite Surfing Pitch Events: The origin story of the famous Silicon Valley kite surfing pitch events and the key lessons learned while observing early-stage companies raising capital. Missed Opportunities: Jeff shares his list of companies he met early on but passed on investing in, and the reasons why those opportunities were missed at the time. The Role of People: How Jeff's diverse career—from cybersecurity to big wave safety to medical supply chain—has consistently revolved around people and relationships. Business Growth: The crucial importance of relationships when scaling a business. II. Technology, Government, and Global Development (Brian Rogers & Jeff Kafka) Public/Private Partnerships (P3s): A detailed explanation of what Public/Private Partnerships are and how companies currently go about identifying these government opportunities. AI in Government Financing: How Artificial Intelligence can help streamline the process for companies to find and obtain government contracts. Technology for Development: How technology, public/private partnerships, and infrastructure development are creating opportunities in remote or "off the grid" areas globally. III. The Future of Finance and Investment Banking AI and Financing: How Jeff and Brian see AI changing the landscape for companies obtaining financing, particularly in how deals are sourced and structured. Investment Banker's Role: The evolving role of the investment banker in the future and how they will integrate AI into transaction processes. The Future of Outreach: How customized, AI-driven outreach will change the success or failure rates for projects and deal sourcing. Beyond the Interview: Key concepts related to AI that the audience should be thinking about moving forward. Learn More Storyboard Capital Website: https://storyboardcapital.com/ Jeff Kafka's Contact: Jeffkafka8@gmail.com Jeff Kafka's LinkedIn: https://www.linkedin.com/in/jeffkafka/ Brian Rogers' LinkedIn: https://www.linkedin.com/in/brogers/ Affiliate Companies: https://grapheene.com http://www.strongwatertech.com Disclaimer The views expressed on this podcast are for informational purposes only and not financial or legal advice. Consult with a professional for your specific situation and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Stuart Rice Honorary Chair at the University of Massachusetts Amherst's College of Information and Computer Sciences (CICS) and Faculty Associate at the Berkman Klein Center for Internet and Society at Harvard University Fran Berman, Senior Fellow for Health Policy at The Empire Center for Public Policy Bill Hammond, and Investment Banker on Wall St. Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Former Vice President for Editorial Development at the New York Press Association Judy Patrick, Former Times Union Associate Editor Mike Spain, and Investment Banker on Wall St. Mark Wittman.

Episode 210 - Oct. 6th, 2025 - Why make things DIFFICULT?  - Violations Counter - Walt - 9 x DJ Intence - 0  - NFL Talk  - What's going on with The Baltimore Ravens? - The Feds charged two British Teens for over 120 Scatted CyberAttacks  - P. Diddy Sentencing  - Howie Rubin (aka Howard Rubin, former Investment Banker) charged with Sex Trafficking (Violating The Mann Act)  - Federal Judge blocks Donald Trump deploying National Guard To Multiple Cities  - Government Shutdown  - Wise Guy Segment - Ayesha Curry speaking out AGAIN…… - Wise Guy Segment - @thej.c.cartershow Interviewing a Woman that doesn't know her CHILD's father - Wise Guy Segment - Women never want to see a MAN with DOWNTIME &/or Happy  - RnBLandNYC - Manhattan Tickets Link #1  - RnBLandNYC - Manhattan Tickets Link #2

In this episode, host Karl Eggerss discusses the important considerations and steps involved in selling a family-owned business. He covers important considerations such as planning for the transition, understanding business valuation, cleaning up financial records, and preparing for discussions with potential buyers.   01:19 Family Business Windfall: Planning for the Future 02:04 Preparing Your Business for Sale 04:20 Valuation and Financial Preparation 07:50 Engaging with Investment Bankers 09:41 Navigating Offers and Negotiations

Securities offered through Old City Securities, LLC. This discussion is for informational purposes only and does not constitute an affiliation with or endorsement of any company, and does not constitute a recommendation, offer to sell, or solicitation of an offer to buy, any securities. Investments in private companies are offered only through appropriate offering materials and accreditation requirements apply as defined under SEC Regulation D. Investments in private companies involve high risk, including the risk of complete loss of capital. These investments are illiquid, through a variety of structures including SPVs, may be difficult or impossible to resell, and may not ever result in an IPO or other liquidity event. Past performance is not indicative of future results. The speaker may receive compensation in connection with certain transactions discussed. There is no guarantee these private companies will achieve any specific valuation, and returns can vary widely and may underperform public markets. They may also involve additional risks not present in public market investments. Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of Sharkpreneur, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of Sharkpreneur, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Bitcoin For Corporations, host Pierre Rochard sits down with Christian Lopez, Managing Director at Cohen and Company Capital Markets, to explore the future of bitcoin treasury companies. Lopez explains why NOT holding bitcoin is becoming “irresponsible” for corporate treasurers, how inflation erodes fiat reserves, and why Strategy's 'strategy' has reshaped the corporate finance playbook.

Do you really know what makes your business valuable to buyers? Would your company attract the right buyer if you tried to sell today?In this episode of The Business Ownership Podcast I interviewed Tristan Tahmaseb. Tristan Tahmaseb is a Director at ButcherJoseph & Co. He helps founder- and family-owned businesses navigate complex ownership transitions, from M&A to ESOPs and recapitalizations. With over $2 billion in advised transaction value, he's known for pairing technical expertise with a passion for legacy-driven succession planning. Tristan is an advocate for broad-based employee ownership and serves on the Finance Advisory Committee for The ESOP Association. Named an “Investment Banker to Watch” by Middle Market Growth, he's a Harvard graduate and a former collegiate football player, bringing both strategic insight and competitive drive to every deal. If you've ever thought about selling—or just want to know what buyers really care about—this episode is for you.Learn how to maximize your business value. Check this out!Show Links:Tristan Tahmaseb on LinkedIn: https://www.linkedin.com/in/tristan-tahmaseb/ButcherJoseph & Co. Website: https://butcherjoseph.com/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/ 

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Preceptor in Public Speaking, Strategic Communications, and Public Relations for the Faculty of Arts and Sciences at Harvard University Terry Gipson, Senior Fellow at the Bard Center for Civic Engagement Jim Ketterer, Professor of Government at Dutchess Community College and President of the World Affairs Council of the Mid-Hudson Valley Dr. Karin Riedl, and Investment Banker on Wall Street Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Ulster County Board of Elections Commissioner Ashley Dittus, Vice President for Editorial Development at the New York Press Association Judy Patrick, Executive Director of The Legal Aid Society of Northeastern New York Nic Rangel, and Investment Banker on Wall St. Mark Wittman.

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website Instagram LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Raising capital looks different depending on if you're sitting at the head of the company, behind a bank's desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared.In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over risk, why investment bankers focus on valuation and market fit, and why CFOs must balance vision with structure. We talk about what makes a company bankable, what investors listen for but rarely say out loud, and how leaders can package their story to match the needs of the people holding the capital.You'll also hear hard-won lessons about character, transparency, and timing, and how the wrong approach (or wrong CFO) can derail momentum just as easily as the right one can accelerate it.If you're preparing to raise capital or want to better understand the situation you're in or considering, this behind-the-scenes view of how capital decisions really get made, told by someone who's made them all, is like a cheat-sheet for what to expect and how to show up ready.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Stuart Rice Honorary Chair at the University of Massachusetts Amherst's College of Information and Computer Sciences (CICS) and Faculty Associate at the Berkman Klein Center for Internet and Society at Harvard University Fran Berman, Professor of History and International Relations at Vassar College Robert Brigham, Associate Professor in the department of sociology at Vassar College Catherine Tan, and Investment Banker on Wall St. Mark Wittman.

Send us a textWorried AI will take your Investment Banking job? There's no avoiding AI these days, so how do you understand it, use it to your advantage, and outperform it in Investment Banking and high finance roles?We asked our community for their toughest questions about the future of finance careers in the age of AI, and sat down for 30 minutes with former Blackhawk helicopter pilot and 30-year Wall Street veteran Frank Van Buren to give you our real answers, LIVE.In this live session, we answered the questions:-  Which AI systems are (and aren't) being adopted across Investment Banks?-  What is the impact on M&A, modeling, and junior roles?-  Which skills are becoming a must-have, and which are being made obsolete?-  Should I learn coding languages like Python?-  What is the future of AI in trading and investing?-  What is the value of client relationships in the post-AI era?-  How can senior employees stay relevant and employable in this changing environment?-  What are the risks and dangers of using AI in finance?-  What college major should I choose if I want to get a job?-  How can I stand out as a candidate in the future job market?-  What should I say in interviews to land the offer?Watch to learn how to AI-proof your finance career, get hired, and stay relevant.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE 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.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Publisher Emeritus of The Daily Freeman and contributor to WAMC's “The Media Project” Ira Fusfeld, Executive Director of Communities for Local Power and former White House Advance Lead Anna Markowitz, and Investment Banker on Wall St. Mark Wittman.

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“ Trust that everything will work out and smile.” - Rand SeligExclusive Insights from This Week's EpisodesRand Selig—investment banker, author, and founder of Selig Capital Group—has spent decades guiding entrepreneurs through the most important transitions of their lives. In this episode, he reveals why thriving is about much more than valuation, and how to align your personal and professional life before it's too late. 00:04 Thriving is about the average over time, not daily highs and lows00:06 The link between personal fulfillment and business success00:09 How to spot personal blind spots before they damage your business00:13 Leadership vs. management—why they're not the same00:19 The power of reciprocity and collaboration in business relationships00:28 Knowing when it's time to close a chapter and start a new one00:32 Don't retire—rewire: redefining identity after exit00:37 The silent crisis most entrepreneurs never discuss00:40 The most challenging chapter Rand wrote in Thriving00:45 The central role of relationships in lasting successClick here for full show notes, transcript, and resources:https://podcast.deepwealth.com/463Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can DoUnlock Your Lucrative Exit and Secure Your Legacy

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Senior Fellow, Bard Center for Civic Engagement Jim Ketterer, Political Consultant Libby Post, and Investment Banker on Wall St. Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Professor of Economics at Siena College Aaron Pacitti, and Investment Banker on Wall St. Mark Wittman.

Send us a textIn this week's episode of The Skinny on Wall Street, Kristen and Jen break down the latest wave of meme stock mania and what it reveals about market sentiment. They dive into Opendoor and other “DORK” stocks (Krispy Kreme, Opendoor, Kohl's, etc.), explaining how short squeezes and retail investor hype have driven massive price swings despite weak fundamentals. The conversation also unpacks the housing market's current dynamics—record-high home prices, the impact of higher mortgage rates, and why real estate inventory levels are starting to shift.The hosts then turn their attention to policy, analyzing Marjorie Taylor Greene's proposal to remove the capital gains tax cap on primary residences. They explore whether this change would meaningfully improve housing affordability or simply benefit older, wealthier homeowners, and why the real barrier for many sellers is “mortgage rate lock-in.” Kristen and Jen also discuss how inventory, pricing trends, and affordability challenges are shaping the broader market outlook.Finally, they examine how AI is creeping into investment banking with OpenAI's new “agentic mode” designed to automate financial modeling. Kristen and Jen share their hands-on experience testing the tool, explaining where it can help and where it falls short. They discuss the risks of over-reliance on AI, the importance of building skills manually, and what the rise of these tools might mean for the future of knowledge work.For a 14 day FREE Trial of Macabacus, click HERE Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE 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.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois; Former EPA Regional Administrator, Visiting Professor at Bennington College, and President of Beyond Plastics Judith Enck; writer, analyst, retired President of Siena College, and former New York Congressman Chris Gibson; and Investment Banker on Wall St. Mark Wittman.

The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Joseph Palamountain Jr. Chair in Government at Skidmore College Beau Breslin, Former Times-Union Associate Editor Mike Spain, and Investment Banker on Wall St. Mark Wittman.

Get The Best Night's Sleep with RA Optics, use this link to get 10% off: https://www.raoptics.com/TADB10Scott Lester-Woods is a leading Superconscious Strategist, world-class hypnotist, and high-level success coach. He works exclusively with elite entrepreneurs, coaches, and high-performing minds to unlock their millionaire mindset, dissolve subconscious sabotage, and scale their businesses without burnout — all while stepping fully into purpose, peace, and power.Scott is also the founder of Superconscious Breakthrough Therapy (SBT) — a revolutionary modality that helps coaches, therapists, breathworkers, and transformational professionals achieve safer, faster, and more effective results with their clients.This is the next evolution in deep transformation work.

In this episode, we break down the truth behind the 100 hour myths and sensationalized headlines. The reality is more nuanced think of it like a bell curve, with some intense weeks, some lighter ones, and most falling somewhere in between. We also talk about how the workload often differs between weekdays and weekends, and what you're actually signing up for in those first two years. Yes, there are sacrifices but the rewards are real: a standout resume, high-caliber colleagues, exposure to exciting deals, elite exit opportunities, and top-tier compensation. If you're weighing the pros and cons of a banking career, this is an episode you won't want to miss. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep358