Podcasts about Investment banking

In this conversation, Blake Chami shares his journey from studying investment banking to founding Riverside Real Estate Services, a luxury short-term rental company in South Florida. He discusses the challenges he faced in the Airbnb arbitrage model, the transition to rental management, and the importance of building a unique booking platform. Blake emphasizes the significance of taking action, pivoting strategies, and maintaining strong relationships with clients and guests to ensure success in the competitive real estate market. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Donald Trump asked lawmakers whether he should fire Federal Reserve chair Jay Powell, and Wall Street saw a surprise comeback in investment banking fees. Plus, the UK's inflation rate rose higher than expected last month, and yields on Japan's 10-year government debt jumped ahead of Sunday's election.Mentioned in this podcast:Donald Trump asked lawmakers whether he should fire Fed's Jay Powell Goldman Sachs profits jump 22% after investment banking gains UK inflation unexpectedly rises to 18-month high of 3.6%Japan's 10-year yield hits highest level since 2008 financial crisisCredit: Fox NewsSend in your Swamp Notes questions (Marc.Filippino@FT.com)Today's FT News Briefing was produced by Sonja Hutson, Katya Kumkova, Ethan Plotkin, Henry Larson and Marc Filippino. Additional help from Blake Maples, Michael Lello and David da Silva. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this episode of A Penny Or Two For Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg are joined by returning guest Andy Manthei of GreenPath and Centris' own James Moon to unpack the emotional and financial reality of repossession, bankruptcy, and recovery. From understanding the warning signs of financial hardship to what happens when your car is repossessed, this candid conversation blends humor, empathy, and hard-won wisdom. Whether you're struggling with debt or simply want to feel more confident about your finances, this episode delivers practical steps, emotional support, and that all-important reminder: you're not alone!If you have any questions for our subject matter experts, send them our way to pennyforyourthoughts@centrisfcu.org.– About A Penny or Two for Your Thoughts –When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Prof. Dr. Nils Habbe über Karrierewege in der Medizin – von der klinischen Laufbahn bis hin zu unternehmerischen und strategischen Rollen im Gesundheitswesen. Du erfährst, welche Chancen sich für Ärzte heute abseits der klassischen Facharztausbildung bieten, wie man als Mediziner unternehmerisch denkt – und worauf es ankommt, wenn man in diesem anspruchsvollen Beruf langfristig erfolgreich sein will. LinkedIn Prof. Dr. Nils Habbe: https://www.linkedin.com/in/prof-dr-nils-habbe-m-a-0a508688/ Webseite Privatpraxis Habbe: https://privatpraxis-habbe.de/ Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 _____________________________________________ Timestamps 00:00:00 - Vorschau 00:00:55 - Intro 00:02:34 - Vorstellung 00:05:10 - Spielt die Uni-Wahl in der Medizin eine Rolle? 00:07:30 - Medizinstudium: Die wichtigsten Etappen 00:21:17 - Hierarchiestufen im Krankenhaus 00:22:52 - Arbeitszeiten und Klinikalltag 00:33:21 - Arbeitgeber im Gesundheitswesen: Staatlich oder privat? 00:36:13 - Wie schnell kann man als Arzt eine eigene Praxis eröffnen? 00:39:36 - Warum entscheidet man sich für ein Medizinstudium? 00:43:49 - Wie viele Mediziner steigen später in andere Branchen um? 00:47:43 - Stationen & Werdegang 00:50:24 - Wie viel kann man als Chefarzt verdienen? 00:51:40 - Karriere nach der Klinik 00:57:47 - Weitere Fragen (Routinen, Tipps, Buchempfehlungen) 01:20:45 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=KarrieremachenalsArztVergleichbarmitInvestmentBankingKarriereInsider160725 Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/pumpkincareers/

By popular demand... here are my top 10 recruiting resources for investment banking!1. 400Q Guide2. Investment Banking by Rosenbaum and Pearl3. Financial Statements by Ittelson4. Wall Street Journal5. Morning Brew6. Dale Carnegie7. Toastmaster's International8. Microsoft Excel9. Perplexity AI10. Notion AIClick here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

Wells Fargo (WFC) was one big bank that traded lower following the pipeline of earnings this morning. Alexander Yokum points to tariffs as the culprit, noting the company's weaker guidance for net interest income. However, the company's investment banking sector continued to show strength. Alexander weighs Wells Fargo against other big banks to determine how it stands against its peers. Tom White offers example options trades for Wells Fargo and Goldman Sachs (GS).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Stephen Grootes speaks to Kwena Moloko Equity Research Sales and Investment Banking about top business and financial news of the day. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

The EU has put trade retaliations against the US on hold, and US investment banking is set to extend its losing streak. Plus, the FT's Eleni Varvitsioti explains how Greece recovered from economic disaster in the past decade, but still has work to do.Mentioned in this podcast:EU pauses trade retaliation against US after Trump's 30% tariff threatInvestment banking set to extend worst run in over a decadeHow Greece came back from the brinkToday's FT News Briefing was produced by Persis Love, Sonja Hutson, Katya Kumkova, Mischa Frankl-Duval and Marc Filippino. Additional help from Alexander Higgins and Peter Barber. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

What's next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time work? Here's what we've discussed with our interesting expert guests: The critical choice you'll want to make - now - about the years ahead Why retirement is really about creating a new life structure How to use retirement as a catalyst to edit your life The four steps in a reinvention roadmap Why happiness requires knowledge and skill What longitudinal research reveals as the keys to a long and satisfying life How creating a Portfolio Life can open up new possibilities in retirement How your beliefs can affect your longevity __________________________ Want to explore any of these ideas further? Dive into any of the full podcast conversations here: Cynthia Covey Haller Teresa Amabile Elisabeth Sharp McKetta Joanne Lipman Arthur C. Brooks Marc Schulz Christina Wallace Becca Levy ________________________ Explore our Best Books on Retirement __________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________ Wise Quotes On Reinvention  “One of the ways to start actually, and I just wrote a piece in The New York Times about this [is] the idea of thinking about your possible selves. Now that's a psychological term, but essentially what it means is to imagine what you might be, what you could be, and to go beyond the daydream to take some sort of action on possible selves. So that means if, let's say I'm pivoting in a career, take a course or shadow someone, or do an informational interview. Don't just like sit with it and cogitate. You've got to  get out of your own brain.” - Joanne Lipman On Purpose & Meaning "Purpose or meaning actually requires challenge and trauma and hardship and pain – and actually requires unhappiness paradoxically. So these are kind of complicated phenomena, but altogether, everybody can get better at getting happy if you've got the knowledge and skills.” - Arthur Brooks On Relationships "The finding that we talk about most in our book, The Good Life, is that it's very clear across this 86 years of research, and hundreds of papers,

Jetzt auf eine Zusammenarbeit mit uns bewerben: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Referenzen: https://pumpkincareers.com/erfahrungen/?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 In dieser Folge des BWL-Podcasts sprechen David Döbele und Jonas Stegh über die beeindruckendsten Coaching-Erfolge im Juni 2025 – darunter Angebote von BCG, Ivy-League-Unis und weiteren Top-Adressen. Eine Folge voller konkreter Karrierewege und spannender Entwicklungen für alle, die wissen wollen, was mit der richtigen Strategie möglich ist. _____________________________________________ Timestamps 00:00:00 - Intro 00:01:55 - 4.0 GPA in den USA & Einstieg bei Top-VC 00:04:15 - Zwei Praktika im Real Estate / Private Equity 00:05:52 - Vom 2er-Schnitt zum 1er-Schnitt & Consulting-Zusage bei Big4 00:06:58 - Studienfachwechsel & Master-Zusage trotz schwacher Ausgangslage 00:09:09 - Nach 2 Jahren Coaching: Berufseinstieg bei BCG 00:13:21 - Über Gäste Live-Call zum Big4-Praktikum 00:16:41 - Master-Zusagen: LSE, Ivy League & Fulbright-Stipendium 00:18:05 - Zusage für ein Praktikum im Private Equity 00:18:30 - Erstes Gap Year Praktikum bei großer Inhouse-Beratung 00:21:37 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=BCGIvyLeagueUniundmehrDieTopErfolgeimJuni2025120725

In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Thomas Fritz, dem ehemaligen Personalchef von McKinsey Deutschland. Du erfährst, wie der Bewerbungsprozess bei Top-Beratungen wirklich funktioniert, worauf Personalentscheider wirklich achten, wie du dich optimal auf Interviews vorbereitest – und welche Fehler du unbedingt vermeiden solltest, wenn du im Consulting durchstarten willst. LinkedIn Thomas Fritz: https://www.linkedin.com/in/thomas-fritz-9828b92/ Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 _____________________________________________ Timestamps 00:00:00 - Vorschau 00:00:37 - Intro 00:02:21 - Vorstellung & Karriereweg 00:16:16 - Bewerbungsprozess bei McKinsey: Ablauf & Anforderungen 00:38:03 - Wie wird man Partner bei McKinsey? 00:39:46 - Vom Recruiting-Chef zum Personalchef bei McKinsey 00:42:06 - Leistungsbewertung im Consulting 00:55:52 - Mentoren & Austausch in der Zeit als Führungskraft 00:59:35 - Vom McKinsey-Personalchef zum Professor an der FH Aachen 01:05:41 - Warum Universitäten in der Beratung höher bewertet werden als FHs 01:08:40 - Weitere Fragen (Buchempfehlung, Arbeitsalltag, etc.) 01:22:32 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=ExMcKinseyPersonalChefSoklapptdieBewerbungimConsultingKarriereInsider090725 Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/pumpkincareers/

Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment Banking and M&A and Jessica McIntosh from the Director Advisory Services team, as they delve into the pressing challenges confronting public company directors today. This engaging discussion covers the evolving responsibilities of corporate directors, the critical questions they must address, and the increasing influence of climate uncertainty on boardroom decisions. Gain valuable insights from industry leaders on effective boardroom practices and discover the importance of leveraging collective expertise to navigate complex issues and drive shareholder value.     This episode was recorded on June 17, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.

In this week's MBA Admissions podcast we began by discussing some of the recent activity on LiveWire, which did include more waitlist movement last week. There is still some considerable uncertainty with respect to enrollments of international students who are waiting for their visa interviews.! Graham highlighted Clear Admit's summer series of webinars, which focuses on top MBA programs' admissions essays, which will be attended by more than 20 of the top MBA programs. The first event is on Wednesday of this week, and includes Berkeley / Haas, Cornell / Johnson, Dartmouth / Tuck, Duke / Fuqua and UPenn / Wharton. Signups are here: https://bit.ly/mbaessay0725! Graham then noted three admissions tips; the first focuses on younger candidates who are targeting top MBA programs; the next two, part of Clear Admit's “Myth Busters” series, discuss applying to b-school if you're over thirty, and whether there is a need for an MBA if you already have a successful career.! We continue our series of Adcom Q&As, which is a yearly series where we interview the admissions leaders at all the top MBA programs; this week we have Q&As from Katy Radoll at UNC / Kenan Flagler and from Naz Erenguc at Florida / Warrington.! Finally, Graham highlighted a Real Humans alumni spotlight focusing on an alum from Yale SOM working as a program manager at Google.! For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries: This week's first MBA admissions candidate has a 335 GRE score and is an entrepreneur. They now want to use the MBA to pivot into investment banking.! This week's second MBA candidate has a 3.84 GPA but their GRE is only 312. We discussed the advantages and disadvantages of waiving the test.! The final MBA candidate is a software engineer with a 3.94 GPA. They have a 710 GMAT score, and we are hoping they might retake the GMAT.! This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

Jetzt auf eine Zusammenarbeit mit uns bewerben: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Referenzen: https://pumpkincareers.com/erfahrungen/?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 In dieser Folge des BWL-Podcasts sprechen David Döbele und Jonas Stegh über fünf echte Jobangebote, die typischerweise nach fünf Jahren im Investment Banking, in der Unternehmensberatung oder im Private Equity möglich sind. Eine Folge voller konkreter Karriereoptionen für alle, die wissen wollen, wohin der Weg nach IB, UB oder PE führen kann. _____________________________________________ Timestamps 00:00:00 - Intro 00:03:55 - Projekt beim Kunden führt zu Führungsrolle im Mittelstand 00:06:26 - Vom Investment Banking über Private Equity zur eigenen Gründung 00:08:12 - Vom Investment Banking zu einem Large Cap PE in London 00:11:44 - 2 Jahre Bulge Bracket in London – Wechsel ins Family Office 00:14:23 - Vom Investment Banker zur rechten Hand eines Unternehmers 00:17:14 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=5krasseJobMöglichkeitennach5JahrenIBUBPEechteAngebote050725

In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Dr. Nicholas Hanser, Managing Partner bei Saxenhammer, über seinen Weg ins Investment Banking nach dem Studium – mit Stationen bei Credit Suisse, Jefferies und BNP Paribas. Du erfährst, worauf es im Tech-M&A wirklich ankommt, wie sich die Arbeit in Großbanken von der in spezialisierten Boutiquen unterscheidet und welche Erfahrungen für eine erfolgreiche Karriere in der Branche entscheidend sind. LinkedIn Dr. Nicholas Hanser: https://www.linkedin.com/in/dr-nicholas-hanser-1a33831/ Saxenhammer Karriereseite: https://www.saxenhammer-co.com/de/karriere/ Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 _____________________________________________ Timestamps 00:00:00 - Vorschau 00:00:58 - Intro 00:03:17 - Vorstellung & Karriereweg 00:24:50 - Wechsel zu Saxenhammer 00:29:05 - Typische Kunden und Projekte 00:32:50 - Welche Qualifikationen braucht man für eine Karriere bei Saxenhammer? 00:37:50 - Marktlage im M&A: Wie sieht's aktuell im Tech-Segment aus? 00:42:35 - Bringt ein PhD im M&A-Alltag wirklich etwas? 00:44:56 - Langfristige Ziele: Wann wäre für dich genug erreicht? 00:46:18 - Ausgleich zur Arbeit 00:47:30 - Automatisierung & Effizienz 00:50:25 - Langfristige Skill-Entwicklung & persönliche Schwerpunkte 00:51:52 - Besondere Erlebnisse im M&A-Alltag 00:52:57 - Lernkurve im M&A 00:54:27 - Analyst ohne Vorerfahrung: Wie realistisch ist der Einstieg? 00:55:40 - Kundenkontakt bei Saxenhammer 00:56:34 - Aufgaben im Alltag, die einfach dazugehören 00:57:53 - Zusammenarbeit mit Christian Saxenhammer: Wie eng ist der Austausch? 00:59:08 - Wie wichtig ist das Uni-Netzwerk für die Karriere im M&A? 01:03:11 - Ab wann lohnt sich eine M&A-Beratung für Start-up-Gründer? 01:04:54 - Wird M&A-Beratung durch KI bedroht? 01:06:40 - Weitere Fragen (Buchempfehlung, Tipps, etc.) 01:11:50 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/pumpkincareers/

Mark Heil is a registered representative of Pickwick Capital Partners. With more than 30 years of experience, Mark has been involved in the alternative assets industry and marketing, capital raising, custody, and fund administration roles. In this episode, we explore the strategies, mindsets and leadership lessons behind today's most successful executives and investors. We also go beyond the deal sheet! We're exploring the leadership disciplines, personal brand strategies and trusted advisor mindsets that differentiate good bankers from great strategic partners, especially in the highly personal world of lower mid-market private equity. Whether you're an investor, an executive, an advisor or a service provider like me, you'll find valuable insights on how leadership, presence, reputation and resilience shape long-term success.Westgate Executive BrandingOur Main Event!Listen on SpotifyListen on Apple Podcasts

Der deutsche Mittelstand steht vor einer gravierenden Nachfolgekrise: Laut aktuellen Schätzungen stehen in den nächsten Jahren über 200.000 mittelständische Unternehmen vor der Herausforderung, eine Nachfolge zu finden. Diese Situation bedroht nicht nur Arbeitsplätze, sondern auch den langfristigen wirtschaftlichen Erfolg ganzer Regionen. Viele dieser Unternehmen sind traditionell familiengeführt, finden aber keine Nachfolge innerhalb der eigenen Familie und sind deshalb auf externe Nachfolger angewiesen, um ihre Zukunft zu sichern. Chiara van der Put hat genau für diese Herausforderung Anfang 2025 die Beteiligungsgesellschaft VDP Equity gegründet. Mit ihrer Erfahrung aus Investmentbanking und Private Equity will sie mittelständischen Unternehmen gezielt bei Nachfolgeprozessen zur Seite stehen und sich selbst eine Plattform aufbauen. In unserem Gespräch berichtet Chiara, wie sie die Suche nach geeigneten Unternehmen gestaltet, welche Bedeutung Kapital und Investorenstrukturen haben, welche Risiken mit dem Kauf von Unternehmen verbunden sind und welche Erfahrungen sie bisher auf diesem Weg sammeln konnte.Wir beleuchten in dieser Episode:wie VDP Equity fonds- und kapitalseitig aufgebaut ist,welche Strategien Chiara für Dealsourcing, Reichweite und Networking verfolgt,warum sie sich gegen Investmentbanking und für den Mittelstand entschieden hat,welche Risiken mit Unternehmenskäufen verbunden sind und was sie bisher gelernt hat,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(00:02:24) Vita Chiara(00:04:58) Zeit im Investmentbanking und PE(00:16:34) Entscheidung zur Selbstständigkeit(00:20:41) Investmentstrategie & Setup(00:22:37) Wechsel zur Buy & Build-Strategie(00:26:19) Kapitalstruktur(00:30:28) Hype um Search Funds(00:37:38) Strategien für Sichtbarkeit & Reichweite(00:56:00) Targetsuche(01:01:26) Herausforderungen(01:03:58) Erwartungen nach dem Kauf***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastChiara van der Put auf LinkedIn: https://www.linkedin.com/in/chiara-van-der-put-436065106/VDP Equity auf LinkedIn: https://www.linkedin.com/company/vdp-equity/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER ist die Plattform für sichere Unternehmensnachfolgen. Schaut bei AMBER vorbei, wenn ihr keinen relevanten Deal mehr verpassen oder die Reichweite eurer Verkaufsmandate zusätzlich erhöhen wollt: www.amber.deals***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals?Jetzt schnell den

Todd Manley, VP of Corporate Development Integration at Intel In this episode, Todd Manley joins Kison Patel to share his non-traditional path into the world of M&A. Starting his career in IT and organizational behavior, Todd brings a unique lens to integration and leadership in corporate development. From his early consulting days to overseeing integrations at Cisco, Symantec, and now Intel, Todd has seen it all. He opens up about what it really takes to thrive in M&A—from career pivots and networking to managing divestitures and leading with empathy. This episode is packed with career insight, integration best practices, and practical leadership advice for anyone navigating—or trying to break into—the fast-paced world of M&A. Things you will learn: How to break into M&A without a finance or banking background The critical leadership traits that matter in integration roles Why networking and curiosity matter more than job titles ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Retiring? You could wing it...but that's not you. Be intentional about your future. Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. _______________________ What if  I told you the activities you dismiss as "just hobbies" were much more than just fun - and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you're looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren't just fun—they're good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies - finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On the Benefits of Hobbies "The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of dep...

Mathew Person, Senior Vice President of Corporate Development at Quikbase In this episode of the M&A Science Podcast, Kison Patel interviews Mathew Person, Senior Vice President of Corporate Development at Quickbase. Mathew brings a unique blend of operator, banker, and corp dev experience, making him a strategic leader in buyer-led M&A. Together, they dive deep into how to proactively structure acquisitions, align internal stakeholders, avoid over-rationalization, and ensure integration success. Things You Will Learn: How to design and align around a box of preference (quant + qual criteria) Tactics for proactively sourcing and assessing cultural fit How to structure your corp dev team for scale and deal velocity ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Joe Tomarchio Jr. is a Managing Director at FOCUS Investment Banking, where he specializes in helping auto service businesses scale and prepare for acquisition. Before joining FOCUS, Joe co-founded and scaled a 26-location tire and auto service chain, generating over $50M in revenue before selling it to Monro. With over 65 major acquisitions under his belt, he is one of the most seasoned professionals in the industry. Joe now consults for private equity firms and dealers seeking exponential growth or strategic exits. In this episode… Auto service businesses often undervalue their labor, hurting both profitability and employee retention. Many operators struggle with hiring because they don't charge enough to offer competitive wages or create appealing work environments. How can owners realign their pricing and culture to build a more sustainable and attractive operation? According to Joe Tomarchio Jr., who leads strategic growth initiatives for FOCUS Investment Banking, the key lies in charging what you're worth and investing that revenue back into your team. By adjusting labor rates and responding rapidly to cost increases, Joe helped transform underperforming stores into profitable ones. His four-pillar hiring approach focused on attitude, enthusiasm, work ethic, and moral compass fosters loyalty, high standards, and accountability. On this episode of Gain Traction, Mike Edge welcomes Joe for a discussion about strategic pricing, acquisitions, and creating a workplace where technicians and staff want to stay. Joe shares his leadership principles, anecdotes from his time at Monro, and actionable advice for shop owners looking to grow, sell, or simply survive in today's competitive market. Here's a glimpse of what you'll learn:  [02:04] The journey from one store in Baltimore to a $50M tire and auto service empire [06:22] Why Joe Tomarchio Jr. focused solely on acquisitions for the last 8 years at Monro [08:05] The link between low labor rates and hiring challenges in auto shops [09:15] Why paying employees well is essential for customer satisfaction and retention [15:06] Joe's customer service philosophy: empower frontline staff with $500 autonomy [16:50] Why allowing employees to make mistakes is crucial for growth [18:01] The four pillars Joe used for hiring: enthusiasm, attitude, work ethic, and moral compass [29:26] Joe's current work at FOCUS Investment Banking helping dealers grow or exit Resources mentioned in this episode: Joe Tomarchio Jr. on LinkedIn FOCUS Investment Banking  Richard Balan on LinkedIn Raven Truck Accessories Robert Gross obituary  Mike Edge on LinkedIn Tread Partners Quotable Moments:  “If you can't charge enough, you can't pay enough — and then you can't retain the right people.” “Pay more, but demand more. I strive for perfection and settle for excellence.” “To beat me, you have to eat me. If I haven't won, the war isn't over.” “You pay peanuts, you get monkeys — and monkeys don't deliver superior service.” “I know the top 10% and the bottom 10% of my team. Guess which one you don't want to be?” Action Steps:  Raise your labor rates now: Don't wait for inventory to turn — adjust pricing as soon as costs increase. Invest in your team: Pay above market rate to attract and retain top technicians and managers. Screen for character, not just skill: Use the four pillars — attitude, enthusiasm, work ethic, and moral compass — as your hiring filter. Empower store managers: Give them financial autonomy to resolve customer issues quickly and effectively. Lead from the field: Spend time in your stores to connect with employees and understand operational challenges firsthand. Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

Anthony and Stephen explore how Cursor became the fastest-growing AI startup ever, from MIT roots to “vibe coding” hype and a $20 billion valuation in just 14 months.Then, it's boardroom drama in Spain as Sabadell spins off TSB to block a hostile takeover from BBVA — a strategic move with big implications for European banking.Finally, Barclays brings in McKinsey to cut costs. What happens when consultants start targeting front-office jobs and what does it signal for banking careers in the age of AI?(00:00) Intro & Topics in Focus(02:40) Cursor and Vibe Coding(18:23) The Spanish Banking Landscape and TSB(30:51) Barclays and the Role of Consultants in Investment Banking

In this inspiring episode of A Penny Or Two For Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Brittany Welch and Jimmy Chavez for a powerful conversation on career pivots, personal growth, and finding purpose in the workplace. From overcoming imposter syndrome to saying “yes” to unexpected opportunities, Brittany shares how she built a successful career at Centris Federal Credit Union without following a traditional path. Meanwhile, Jimmy opens up about his journey from military life to financial services—and why he's now returning to school to pursue a degree in HR. If you're feeling stuck, curious, or ready for change, this episode offers real advice and inspiration you won't want to miss.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

What if the key to transforming entrepreneurship lies in who gets to be an investor? In this episode of The Angel Next Door Podcast, host Marcia Dawood invites us to consider the power of opening up investment opportunities to more women and how it could change the face of business leadership.Our guest, Patricia Lizarraga, is a trailblazing finance expert who created the Hypatia Women CEO ETF (WCEO ETF) after realizing the unique strengths women bring to executive roles. Her fund allows anyone—with as little as $30—to invest in every U.S. public company run by a woman CEO, breaking down traditional barriers and shifting perceptions of who can be an investor.Listeners will gain insights into how the WCEO ETF is outperforming industry benchmarks and why initiatives like the “100 Shares for Women” campaign are critical to advancing gender equity. This episode is essential listening for anyone curious about making an impact through investing, expanding their financial confidence, or supporting more women at the helm of big business. To get the latest from Patricia Lizarraga, you can follow her below!https://www.linkedin.com/in/patricializarraga/https://www.hypatianation.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Stephen Grootes speaks to Kwena Moloko from Equity Research Sales and Investment Banking about top business and financial news of the day. 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.

Michael Long, author of Taming the Molecule of More and co-author of The Molecule of More,  joins us to discuss the science of dopamine, why we're constantly chasing "more," and how understanding brain chemistry can transform our approach to retirement and finding meaning. Michael Long joins us from the Washington, DC area. _______________________ Do you know what you're retiring to? Registration is now open for the two Fall groups - Design Your New Life in Retirement Very early bird discount available for a limited time | Register now _______________________ Bio Michael Long is a physicist, writer, and co-author of the international bestseller The Molecule of More (translated into 25 languages, 500,000+ copies sold) and the author of Taming the Molecule of More. As a playwright, more than 20 of his shows have been produced, most on New York stages. As a screenwriter, his honors include finalist for the grand prize in screenwriting at the Slamdance Film Festival. As a speechwriter, Mr. Long has written for members of Congress, U.S. cabinet secretaries, governors, diplomats, business executives, and presidential candidates. A popular speaker and educator, Mr. Long has addressed audiences around the world, including in a keynote at Oxford University. He teaches writing at Georgetown University, where he is a former director of writing. Mr. Long pursued undergraduate studies at Murray State University and graduate studies at Vanderbilt University. _______________________ For More on Michael Long Taming the Molecule of More: A Step-by-Step Guide to Make Dopamine Work for You Website: tamingthemolecule.com Books: The Molecule of More and  Contact: Available through website for book club discussions ______________________ Podcast Conversations You May Like Edit Your Life – Elisabeth Sharp McKetta The Stress Paradox – Sharon Bergquist, MD The Science of Longevity – Coleen T. Murphy _______________________ Mentioned in This Podcast Conversation The Molecule of More by Daniel Leiberman and Michael Long _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Dopamine as the "Molecule of More" "If you're not familiar with dopamine, you hear it's the molecule of happiness. It's the thing that makes you happy. You get that dopamine buzz. And it turns out he's a psychiatrist, of course. I'm a physicist.

Jonah's story is a testament to perseverance and continuous self-improvement. Born in London but raised across South Africa, India, and China, Jonah returned to the UK for university with a global mindset but limited finance experience. He now works in middle-market M&A across global sectors, gaining exposure to clients and investors early in his career. A fantastic story of how branding, grit, and networking—even from a semi-target—can pay off. ------------------------------------------------------------------------------------------------------

Send us a textIn this episode, we sit down with Sonia Gupta, Partner and Co-Head of Biotech Investment Banking at Goldman Sachs. Sonia walks us through her unique journey—from studying public health at Brown, to working in healthcare consulting, to getting her MBA at MIT, and ultimately climbing the ranks at Goldman to become a senior leader advising some of the most innovative biotech companies in the world. We dive deep into what it's like to enter banking post-MBA, how her academic background shaped her approach to the job, and why healthcare—particularly biotech—is such a distinct and intellectually demanding coverage group.We explore the nuances of biotech investment banking: how to value companies that often have no revenue, how the space intersects with venture capital and tech, and why the work often feels more like strategic consulting than traditional M&A. Sonia breaks down the DCF models she and her team build—sometimes stretching 25 years—and the real-life decision-making that goes into supporting clients whose work could lead to the next blockbuster cancer drug or cure for a rare genetic disease. We also talk about how healthcare banking is segmented within the broader investment banking ecosystem and what it really means to be a “coverage banker” at Goldman.Finally, we discuss analyst exit opportunities, how banks like Goldman are thinking about retention, and what it's like building a career—and a family—while advising high-growth companies from San Francisco. Sonia's insights are thoughtful, candid, and inspiring, especially for anyone considering a career in investment banking or healthcare. Whether you're curious about the real-world utility of an MBA, the biotech IPO market, or what it means to grow into true subject matter expertise over time, this episode offers a fascinating window into one of the most complex and purpose-driven sectors on Wall Street.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.

In this episode, I sit down with Max Friar, founder and Managing Partner of Calder Capital, to explore how building a People-Centric Business has fueled the firm's impressive growth. Max shares how prioritizing team development, transparency, and a culture of ownership has been key to scaling a People-Centric Business in the competitive M&A industry. We discuss the systems and leadership philosophies that have enabled Calder Capital to thrive, even amid economic headwinds. Ranked No. 1,409 on the 2024 Inc. 5000 list, Calder Capital has achieved a remarkable 346% growth since 2020, a testament to the power of a People-Centric Business model

Susan Hartzler, author of The Peace Puppy: A Memoir of Caregiving and Canine Solace, joins us to discuss her lessons learned in caregiving and volunteering with Therapy Dogs. Susan Hartzler joins us from California. ________________________ Bio Susan Hartzler is a lifelong dog lover and an award-winning writer who has figured out a way to live her life to the fullest as a single woman, not conforming to the social norms of marriage and children. Winner of the Angel on a leash Award from the Dog Writer's Association of America and the Pawlitzer Prize from America's most dog friendly city Carmel, CA, Susan has created a life filled with joy that revolves around her dogs and wrote about it in her first memoir, I'm Not Single, I Have a Dog — Dating Tales From The Bark Side. Susan also works as a blogger for hire and writes public relations and marketing materials for a variety of industries. Her current pack consists of two talented Australian Shepherds, Seven and Paige Turner, who Susan has trained to act in commercials and bring their special kind of love to children in the hospital as therapy dogs. ________________________ For More on Susan Hartzler The Peace Puppy: A Memoir of Caregiving and Canine Solace (Dogs in Our World) Website ________________________ Podcast Conversations You May Like The Best Day of My Life So Far – Benita Cooper An Artful Life – John P. Weiss Detach: Ditch Your Baggage – Dr. Bob Rosen _________________________ Mentioned in This Podcast Conversation Therapy Dogs International About The Retirement Wisdom Podcast __________________________ There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________________ Wise Quotes On Caregiving "Suddenly here I was single, just coming and going as I pleased, except for my dog. And suddenly I had someone that was counting on me. And my dad was a very dynamic man. So he needed some outlets for socialization and for his creativity. And all these things I had to figure out along the way. So there are things that I would tell a caregiver. It's not just feeding and doing the physical things that are needed. It's a lot of emotional support too. So you have to be ready. On Baldwin "I got a therapist who helped me a lot. And my dog, Baldwin, he was a rescue dog that my mom bought for me before she died, so I always looked at him as a sign of her love to me. And you know, it's just, if things got really intense,

What is the future of AI in the workplace? What kinds of jobs would you trust an AI to do? In this episode of Generative Now, host and Lightspeed Partner Michael Mignano explores how AI is transforming the workforce, with insights from four sharp thinkers: Semil Shah, founding general partner at Haystack and Lightspeed Venture Partners, on the risks of replacing junior talent with agents, Suno Co-founder Mikey Schulman on AI's power to unlock creativity, Anu Atluru, founder, physician and angel investor, on how AI is reshaping medicine, and Marissa Mayer, former CEO of Yahoo and current CEO of Sunshine, on what companies must do now to adapt—or risk being left behind.Episode Chapters00:00 Introduction: AI and the Future of Work00:20 Exploring AI's Impact on the Workforce01:14 The Co-Pilot Phase of AI02:47 AI in Investment Banking and Consulting06:00 Artificial Super Intelligence: The Next Frontier09:33 Mikey Shulman on AI's Role in Creativity11:59 Anu Atluru on AI Transforming Medicine20:18 Marissa Mayer on AI's Organizational Impact26:56 Conclusion: Embracing AI's PotentialStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

In this episode, we dive deep into the cost of equity, an essential WACC component frequently tested in investment banking interviews. You'll discover how to calculate it using CAPM and why it's crucial for valuing a company. Learn practical tips on framing your answer clearly and confidently. We walk through a real interview-style example to show best practices. Perfect for anyone preparing for finance interviews or aiming to sharpen their technicals. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep364

In this conversation, Jesse Welch, an investment banker in the real estate space, shares his unique journey from film production to investment banking. He discusses his experiences in various industries, the importance of building relationships, and the grit required to succeed in the competitive world of investment banking. Jesse also highlights the growth opportunities at MidCap Global, particularly in the equities and medical investment sectors, while emphasizing the need for adaptability and understanding different business cultures.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Marcos Della Pia is the co-founder of Baris since 2023. Previously, he was a member of the executive team at The Not Company, a leading plant-based food company valued at $1.5 billion. Earlier in his career, he worked in Investment Banking at J.P. Morgan and in sales at Procter & Gamble.Elevate Your Brand is the #1 marketing podcast for entrepreneurs and “wantrepreneurs” looking for insider tips and secrets from the most exciting new and growing brands in Los Angeles and the US at large. Each week, entrepreneurial special guests join Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, to discuss the marketing failures and successes that have brought their brands to the next level. Learn from real-life experiences and be inspired by leaders in your industry about how smart digital and experiential marketing can elevate your brand.Contact us: https://www.elevatemybrand.com/contact Stay connected & DM us feedback on the podcast:Instagram: https://www.instagram.com/elevatemybrandla/ LinkedIn: https://www.linkedin.com/company/elevatemybrandla/ TikTok: https://www.tiktok.com/@elevatemybrand

"IB noch möglich?" Einer der Sätze den David Döbele, Mitgründer von Pumpkin Careers, vor Jahren noch regelmäßig auf TikTok verwendet hat, um viral zu gehen. Heute meidet er das Format immer mehr. David spricht über den Aufbau seines erfolgreichen Coaching-Unternehmens, das sich auf die Unterstützung von Studierenden spezialisiert hat, die in Bereiche wie Investmentbanking, Consulting oder Private Equity einsteigen möchten. Mit über 1.000 aktiven Coachees und einer Community, die durch Plattformen wie YouTube und TikTok stetig wächst, hat Pumpkin Careers eine einzigartige Position im Markt eingenommen. David teilt, wie er es geschafft hat, eine starke Marke rund um seine Personal Brand aufzubauen, wie er mit polarisierendem Content Reichweite generiert hat und warum Pumpkin heute auf nachhaltiges Wachstum und langfristige Kundenbeziehungen setzt. Außerdem spricht er offen über die Herausforderungen, ein bootstrapped Unternehmen zu führen, und warum er die Monetarisierung ausschließlich auf B2C-Kunden fokussiert. Was du lernst: Aufbau und Erfolg von Pumpkin Careers: Wie David Pumpkin Careers gestartet hat, um Studierende bei ihrem Karrierestart zu unterstützen Warum TikTok und YouTube entscheidend für den Markenaufbau waren und wie polarisierender Content gezielt eingesetzt wurde Monetarisierung und Wachstum: Warum Pumpkin Careers ausschließlich B2C-Kunden monetarisiert und auf Firmenkooperationen verzichtet Wie das Geschäftsmodell von Upfront-Fees zu monatlichen Mitgliedschaften umgestellt wurde, um langfristige Einnahmen zu sichern Die Bedeutung von Community: Wie Pumpkin Careers über Plattformen wie Discord und WhatsApp eine starke Community aufgebaut hat Warum Netzwerke und Austausch unter den Teilnehmenden einer der größten Vorteile des Programms sind Herausforderungen und Learnings als Gründer: Warum David und sein Team von über 20 Mitarbeitenden auf ein schlankeres, effizienteres Setup mit 10 Teammitgliedern umgestellt haben Die Balance zwischen schnellem Wachstum und langfristiger Stabilität – und wie Pumpkin Careers nach einer schwierigen Phase wieder auf Kurs kam Vertiefung statt Internationalisierung: Warum Pumpkin Careers sich auf den deutschsprachigen Markt konzentriert, statt in andere Länder zu expandieren Pläne, mit der Zielgruppe zu wachsen und neue Produkte für Alumni und Berufstätige zu entwickeln ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Mehr zu David: LinkedIn: https://www.linkedin.com/in/david-doebele/  Website: https://pumpkincareers.com/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Lohnt sich Polarisierung für Erfolg? (00:02:46) War der Erfolg von Pumpkin Careers gewollt oder Zufall? (00:04:28) Bekanntheitsgrad vs. inhaltliche Tiefe (00:10:38) Wie reagieren seniore Branchenpartner auf den Content? (00:21:28) Coachees, Pricing, Team bei Pumpkin Careers (00:26:21) Keine Lust mehr auf Bekanntheit? (00:29:16) Unternehmerische Learnings von David (00:35:04) Wann coacht David und wann das Team? (00:52:15) Wie wichtig ist die Online-Präsenz wirklich? (00:59:52) Steht ein Verkauf überhaupt zur Debatte? (01:04:21) Finanzielle Zufriedenheit, Sicherheit vs. die Firma als Asset (01:11:06) Growth bei Pumpkin: Internationalisierung vs. Vertiefung (01:16:24) Budget vs. monthly retainer: Was ist angenehmer? (01:25:58) Tool für Community Channel Management

Scott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan's strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and local interests, and keep integration from becoming a bottleneck. If you want a real-world blueprint for high-volume, globally scaled M&A that doesn't break the business—this episode delivers. Things you will learn: How to build and scale a decentralized M&A engine across geographies The critical role of strategic focus, pipeline ownership, and integration playbooks Why cultural alignment and seller trust drive long-term M&A success What to look for when choosing a private equity partner—and how they can unlock growth ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

It's time for a recap of our best retirement podcast conversations from earlier this year. As you listen, ask yourself: What if I put this into action? Ready to learn more? Here are links to the full conversations: Stephanie Harrison Jordan Grumet Anne Laure Le Cunff Ethan Kross Bob Rosen Judith Nadratowski Alison Wood Brooks ______________________ Podcast Episodes You May Like The Very Best of 2024 Best of 2023 – Part Three The Very Best of 2022 _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________________

Imagine transitioning from the fast-paced world of investment banking to pioneering a clean cannabis brand. That's exactly what Dayj Pilla did, and her journey is nothing short of inspiring. In our latest episode of the Business Legacy Podcast, Dayj invites us into her world, sharing how her formative years at the University of Virginia and a pivotal internship at JP Morgan during the 2008 financial crisis shaped her career path. Despite her success in finance, Dayj felt the entrepreneurial pull, driven by her father's small business influence and her own desire for a more meaningful pursuit. Her story is a testament to resilience and the courage to follow one's passion into uncharted territories. Listeners will gain insights into the world of clean cannabis as Dayj discusses her experiences in identifying harmful industry practices and the innovative steps her brand, TribeTokes, has taken to ensure transparency and product safety. Dayj shares how focusing on quality and customer education has not only set her brand apart but also built a loyal community of informed consumers. She candidly addresses the challenges of being a trailblazer in a burgeoning market, from product development to navigating regulatory landscapes, all while maintaining a commitment to ethical practices and consumer well-being. Beyond business, Dayj opens up about the balancing act between entrepreneurship and family life. She reflects on how her career shifts have impacted her family dynamics and the conscious effort required to be present with her children. Dayj's journey reveals the intricacies of such a balance, where personal and professional worlds intersect. This episode is filled with wisdom, authenticity, and a powerful narrative of creating a lasting legacy in the cannabis industry, leaving listeners inspired by Dayj's dedication and vision. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Dayj Pilla's Early Life and Academic Years at the University of Virginia 00:01:45 - Experience as an Investment Banker during the 2008 Financial Crisis 00:03:15 - Transition to Entrepreneurship and Real-Life MBA Experience 00:05:14 - Navigating the Clean Cannabis Market and Starting TribeTokes 00:06:45 - Importance of Transparency and Quality in Cannabis Products 00:09:42 - Challenges and Rewards of Entrepreneurship in the Cannabis Industry 00:11:10 - Customer Feedback and Its Role in Product Development 00:12:30 - Expanding into New Markets: New York and New Jersey Prospects 00:14:41 - Balancing Business and Family Life 00:16:00 - Insights on Being Present with Family and Limiting Phone Use 00:17:30 - Reflecting on Career Journey and Personal Growth 00:19:00 - Conclusion and Final Thoughts from Dayj Pilla 00:20:30 - Closing Remarks and Where to Find More Information About TribeTokes Episode Resources: Find out more about Dayj and the well-known cannabis here: https://tribetokes.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Discover the inspiring journey of David Shepherd, the driving force behind MyEyeDr's explosive growth from 30 to over 900 locations. Host Aaron Zucker uncovers the strategies, mindset, and personal story that fueled David's business achievements and quality of life.08:52 Navigating Business Major Requirements10:34 College Game Promoter Experience20:07 Unplanned Interview Success in Charlotte24:40 Investment Banking: Short-Term Career Norm29:10 Investment Banking to Private Equity Transition35:23 Gift Card Confusion at Mall39:49 Career Dilemma: Business School or Not?46:00 "Unsustainable Career Choices"50:40 Optometrists' Common Business Challenge57:11 Balancing Clinical Care and Retail58:27 Balancing Medical Practice and Business01:03:54 Successful Acquisition Strategy Explained01:13:25 Balancing Wins and Well-Being01:14:48 "Legacy, Exit, and Future Impac

Marc Cooper thinks you have an important choice to make.  Will you become a wise elder or just someone who's getting older? Marc Cooper joins us from Portland, Oregon. ___________________ Bio Dr. Marc Cooper is a former healthcare consultant, for almost 30 years - at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age - turning knowledge into wisdom - and how it impacts the remainder of our life experience.  On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances. Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture's predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder. _________________________ For More on Marc Cooper Older to Elder: The Thinking and Being of a Contemporary Elder The Contemporary Elder Institute _________________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey The Pursuit of Wisdom – Ben Lytle The Measure of Our Age – MT Connolly ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Olders and Elders "Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur....So there's a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan... That's distinct from a cultural viewpoint... You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety....

Brian Neider, Managing Partner at Lead Edge Capital, joins BluWave CEO Sean Mooney to break down what great private equity investing really looks like — from systematic sourcing to building one of the most engaged LP networks in the industry. This episode is packed with real-world lessons from 20 years of disciplined execution and growth equity innovation. Episode Highlights: [1:09] Brian's early lessons in entrepreneurship from running a vending business to building top-of-funnel strategy at Bessemer [6:09] How 20,000 cold calls built the foundation for Lead Edge Capital's thesis-driven sourcing [17:06] The 8-point “strike zone” framework Lead Edge uses to evaluate private equity opportunities [27:06] How Lead Edge's LP network drives differentiated value creation and portfolio company support [34:30] The role of instrumentation and data discipline in unlocking portfolio performance [39:57] Advice to early-career professionals: treat your time, relationships, and decisions like investments [45:25] Life hacks from an investor: walking pads, airline points intel, and email follow-up tools For more information on Lead Edge Capital, go to: https://www.leadedge.com For more information on Brian Neider, go to: https://www.linkedin.com/in/brian-neider-7774041/ For more information on the Karma School of Business podcast, go to: https://www.bluwave.net/podcasts  

Breaking into investment banking from a non-target school is absolutely possible but you need to be strategic. In this episode, we walk you through exactly what it takes: from building a standout resume to gaining relevant finance experience and getting heavily involved in leadership roles. We also dive into the importance of networking smarter and harder, since you won't have the same alumni connections as target-school students. We also cover how to dominate both technical and behavioral interviews and why starting early makes all the difference. If you're serious about breaking in, this is the blueprint. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep356

In this episode of Karma School of Business, Sean Mooney speaks with Don McDonough, Managing Director at GTCR, about his career in private equity and his role in building GTCR's business development function. Episode Highlights: 1:24 - Path to Private Equity: Don's journey from investment banking to private equity and his early career experiences. 4:56 - Leadership Lessons: How sports and teamwork shaped Don's approach to leadership and problem-solving. 10:09 - Building a New Role: Challenges and strategies in developing GTCR's business development function. 27:04 - Value Creation Themes: GTCR's focus on technology, AI, and proactive risk management strategies to drive portfolio growth. 33:02 - Advice to Younger Self: Don's insights on identifying strengths, following passions, and seeking mentorship. For more information on GTCR, go to https://www.gtcr.com/ For more information on Don McDonough, go to https://www.linkedin.com/in/don-mcdonough-a6a3611 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts/

Ready to shatter the glass ceiling of venture investing? Let's  dive deep into the transformative world of women-led investments. In this episode of How Women Inspire, Amy Dawson and Alissa Livingston unpack the stark reality that women control 52% of wealth yet receive only 2% of venture funding - and why that's about to change. With candid insights, personal stories, and a roadmap for getting started, this conversation is a rallying cry for women to step into their financial potential, challenge traditional investment narratives, and create meaningful economic impact. This week's episode 169 of How Women Inspire Podcast is about how women investors are changing the venture investing landscape! This episode was created in partnership with the Nasdaq Foundation. Together, we are working to educate, inspire, and engage women from diverse backgrounds on venture investing and entrepreneurship. Did you know that only 2% of venture funding goes to women-led companies? Together, we are working to show that women are the new face of venture investing.In this episode of How Women Inspire Podcast, Amy Dawson and Alissa Livingston are sharing the importance of approaching investing as a community and actionable steps you can take right now to overcome your internal roadblocks keeping you from investing. Alissa Livingston is the AVP of Finance Strategies & Initiatives at Saks Global. When she's not using data to analyze new business opportunities, she's taking trapeze lessons or traveling with her two children. Alissa received a BS in Mechanical Engineering from Northwestern University in Chicago, and an MBA from Columbia Business School in the City of New York. She's spent time in Technology Consulting, Investment Banking, and Luxury Retail.Amy Dawson is a product executive with over 20 years of experience in transforming visions into successful commercial ventures. She excels at identifying product-market fit, developing bundled solutions, scaling new product development from concept to profitability, and driving cross-functional execution for sustainable growth. Amy also serves as a board member for How Women Lead. Some of the talking points Amy and Alissa go over in this episode include:The benefits of learning together, the welcoming and collaborative nature of the venture ecosystem.How seeing other women successfully invest can inspire you to confront your investing fears.Using your investing journey to teach the next generation about financial literacy and establishing new norms in investing.The personal satisfaction and impact of supporting women founders who address issues affecting women and society.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH ALISSA LIVINGSTON:LinkedInCONNECT WITH AMY DAWSON:LinkedInCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

Can non-target students break into investment banking? The answer is yes—but it takes the right mindset and approach. In this episode, we break down the real challenges non-target students face and share the advice and perspective you won't hear in most places. From surrounding yourself with the right people to staying mentally tough when the process gets hard, this is the honest guidance you need to push forward and prove what's possible. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep355

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you?  Connie Inukai, author of  Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story, shares her experience in her second act as an inventor and "Grandmapreneur." Connie Inukai joins us from Maryland. _______________________ Bio As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68.  Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship. She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population. _______________________ For More on Connie Inukai Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story Website -  Grandmapreneur: Inspiring Invention, Ideas, and Impact  _______________________ Mentioned in this Podcast Conversation SCORE Mentoring Program _______________________ Podcast Conversations You May Like The Heart of Grandfatherhood – Ted Page Is Semi-Retirement the Best of Both Worlds? – Liz Weston Unretired – Mark S. Walton ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes On Being a Second Act Entrepreneur "SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they're very good with newbies and I think they didn't expect a newbie to be my age, but I think I'm older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan.

Picking the right internship early can help shape your career trajectory. In this episode, we rank the 10 best options for breaking into banking, from boutique investment banks to private equity internships and even a few surprising ones you might not have considered. If you want a real edge in recruiting, this is the episode to listen to. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep354

Our student Aidan came to us as a sophomore athlete majoring in economics at a non-target school. He had known he wanted to do IB for a while but most of the guidance he received dissuaded him from breaking in as an undergrad. Once he saw banks beginning the recruiting process he realized he had no time to lose. Hear how Aidan stopped memorizing 400-question guides, solidified his networking strategy, get relevant finance experience, and landed an offer with Key banks renewable energy group. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep353

Channing Hamlet, Managing Director and Co-Founder of Objective, Investment Banking & Valuation, joins Amanda Ma, CEO & Founder of Innovate Marketing Group, to discuss the rising "flight to quality" in the event industry. Learn how consolidation is transforming the landscape — and how event businesses can adapt, scale, and thrive in a shifting market.About the guest:Channing Hamlet is the Managing Director and Co-Founder of Objective, Investment Banking & Valuation. He leads the firm's Business Services & Life Sciences Practice. With over 25 years of experience in investment banking and business valuation, Channing brings deep expertise and strategic insight to Objective's clients. His recent notable transactions include the sale of 360 Destination Management to H.I.G. Capital and Supreme to Trinity Hunt Partners. An active member of the Los Angeles advisor community, Channing has served on the boards of the Exit Planning Institute, ACG LA, and EO LA. He is also passionate about philanthropy, particularly through his involvement with Reality Changers.  Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason's Investment Banking group. He has a Master's Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Connect with Channing Hamlet on LinkedIn hereRead about the sale of 360 Destination Management Group hereDownload the The Introspective CEO's Guide to Selling a Business, a high-level workbook covering key considerations for those contemplating a sale here.Objective, Investment Banking & Valuation is a leading firm serving middle market companies across key industries including Business Services, Consumer, Healthcare Tech, Life Sciences, Manufacturing, and Technology. We offer M&A advisory through our investment banking group and a full suite of valuation services for tax, financial reporting, and strategic planning. Since 2006, our team has completed over 500 M&A deals and thousands of valuations. Learn more at objectiveibv.comThis podcast episode is for informational purposes only and does not constitute investment, legal, or tax advice. Securities offered through BA Securities, LLC, Member FINRA, SIPC. Objective and BA Securities, LLC are separate, unaffiliated entities.EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. To learn more, click here⁠⁠.Follow us!Find us on ⁠⁠LinkedIn, ⁠⁠⁠⁠EventUp Podcast LinkedIn⁠⁠ , and ⁠⁠Instagram

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. _________________________ Bio Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America, CNN, ABC News, The Wall Street Journal, and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School. _________________________ For More on Sharon Bergquist, MD The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier Website _________________________ Podcast Conversations You May Like Tiny Experiments – Anne-Laure Le Cunff Shift – Ethan Kross From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn __________________________ On Good Stress and Bad Stress "You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there's such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there's no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress." On Stress "So essentially,