Podcasts about Investment banking

In this episode of the Tech M&A Podcast, hosts Niles Overly and Rob Kopp share their experiences as co-founders of Metro Data Centers, discussing their motivations for selling the company, the unique aspects of their business, and the challenges they faced during the M&A process. They emphasize the importance of planning for an exit, effective communication, and the value of seeking professional help throughout the sale process. The conversation provides valuable insights for entrepreneurs considering an exit strategy.   Takeaways Always think about an exit strategy from the start. Unique business models can attract buyers. Effective communication is crucial during the sale process. Balancing daily operations with M&A activities is challenging. Seek professional help to navigate the M&A process. Experience plays a significant role in successful exits. Planning financial projections is essential but difficult. Involve trusted employees at the right time. Investment bankers can provide significant value during sales. Understanding the complexities of your business is key.    Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Founders' Backgrounds and Company Overview 01:54 Motivations for the Sale Process 03:10 Unique Selling Points of Metro Data Centers 04:14 Communication Strategies During the Sale 05:23 Balancing Operations and M&A Process 06:32 Lessons Learned and Surprises 07:58 Advice for Entrepreneurs Considering an Exit

Javier Enrile, Managing Director of M&A at TIAA In this episode, he breaks down the art and science of thinking like a strategic buyer—from building proprietary deal pipelines through relationship-first sourcing to using sophisticated valuation techniques that separate intrinsic value from market noise. Javier reveals why patient relationship building beats aggressive auction processes, how to structure deals that protect against downside risk, and the critical integration between valuation, diligence, and deal structuring that separates successful acquirers from the rest. Things you will learn: How to build proprietary deal flow through relationship-first sourcing that creates competitive advantages over auction processes The framework for separating standalone intrinsic value from synergy premiums using DCF analysis, especially in cross-border situations Deal structuring tools like priority returns, earnouts, and rep & warranty policies that protect buyers when deals underperform _____________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more.  __________________ M&A Doesn't Have to Be So Painful

How much have you invested for the financial side of your retirement? How about the non-financial side? Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. ____________________ Transitions are rarely easy, whether you're leaving your career or any other life chapter that has helped define you. Cassidy Krug knows this firsthand. A 2012 Olympian in diving, she grew up immersed in the sport—coached by her parents, competing at Stanford, and training for years beyond. When she reached her dream of competing at the London Games, she also knew it was time to move on. In this conversation, Cassidy Krug shares the lessons she learned about navigating major life transitions—from sport to career, and from an “all-in” life to an “à la carte” one. She talks candidly about the identity shifts, the uncertainty of new beginnings, and the importance of reflection, interpretation, and community. Her story offers inspiration and practical wisdom for anyone facing their own turning points, especially those contemplating or entering retirement. Cassidy Krug joins us from Los Angeles. _______________________ We Discuss The emotional challenges of retiring from something when you still love what you do Why we tend to cling too long to what we do—and what helps us let go The critical role of interpreting your story, not just reacting to change How asking for help (and informational interviews) opened new doors in her career Creating an “à la carte” life after diving, balancing career, creativity, and relationships The value of curiosity and trying new things—even when you're used to being an expert Why investing in community matters so much after leaving a team or workplace The best advice she received (and what she wishes she had) about embracing change _________________________ Bio  Cassidy Krug is the author of Resurface: A Guide to Navigating Life's Biggest Transitions. She is a former Olympic diver, a writer, and a brand and innovation strategist based in Los Angeles. She graduated from Stanford with an English degree and she won two NCAA diving titles there. ___________________________ For More on Cassidy Krug Resurface: A Guide to Navigating Life's Biggest Transitions Website ____________________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Strategic Quitting – Julia Keller Edit Your Life – Elisabeth Sharp McKetta The Skill Set for Life's Transitions – Bruce Feiler _____________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

For decades, private equity has been the darling of pension funds, university endowments, and sovereign wealth funds, promising high returns and low volatility. Now, President Donald Trump has made it possible for everyday investors to get in on the magic with his executive order, "Democratizing Access to Alternative Assets for 401(k) Investors.” The order relieves regulatory burdens that limit the access of defined contribution plans, like 401(k)s, to alternative assets such as private equity (but also cryptocurrency and real estate). The hope is to give American workers access to greater choice, diversification, and potential growth towards a comfortable retirement.But Trump's order comes just as longstanding questions about private equity's promise of high returns and low risk are coming to the fore. Has the distribution of returns slowed to a trickle? What does data actually say about private equity's performance, and where is the industry headed? There is also a long standing debate whether private equity is good for society, independent of financial returns.Is private equity actually a ponzi scheme that now threatens the retirements of millions of American workers? To make sense of it all, Luigi and Bethany are joined by Dan Rasmussen, an experienced investor and author who began his career in private equity but has emerged as one of the most prescient critics of the industry. Together, the three of them distill what the state of the industry means for the future welfare of investors, workers, and the American economy as a whole.Bonus: Check out ProMarket's recent series on the impact of private equity in the health care industry.

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

Six Fridays This Fall to Design What You'll Be Retiring To Starts on October 3rd Learn more here - Limited to 10 participants. Take the first step toward shaping your future - register now. ________________________ On this episode of The Retirement Wisdom Podcast, we're joined by Carl Landau, creator and host of I Used to Be Somebody. Carl brings warmth, humor, and introspection as he explores the twists and turns of retiring after an entrepreneurial journey. He shares why letting go of your work identity, redefining purpose, and discovering a mix of new creative outlets—like podcasting, documentary filmmaking, and pickleball—can light up your retirement. Carl reminds us that slowing down doesn't mean stopping, and that reinvention can be both fun and fulfilling. What You'll Learn How Retirement is an Evolving Process—finding your way takes some time, especially for high achievers Why Setting Boundaries is Key —how to avoid turning hobbies into a new full-time job... and losing your freedom How Letting Go Frees You—who you were doesn't define who you'll be next Why Saying “No” is a Game Changer— create space for what truly matters now to you, not for other people's agendas How to Build Your New Life  — develop a meaningful life plan, not just a financial one for retirement Carl Landau joins us from Sacramento, California. _________________________ Bio Carl Landau is the founder of Pickleball Media. He has been an entrepreneur since the age of 26 and started and sold three successful media companies, published five magazines (software development, winemaking and craft brewing industries). He currently hosts the popular podcast I Used to be Somebody, inspiring 50-plus-year-olds how to build their (un)retirement good life. He's the co-author of the book, Pickleball for Dummies. ________________________ For More on Carl Landau I Used to Be Somebody Pickleball for Dummies ________________________ Podcast Episodes You May Like Your Identity Beyond Your Job Title – Laverne McKinnon Lessons Learned in Retirement That Can Help You – Judith Nadratowski The Art of a Balanced Life in Retirement – Dr. Marybeth Crane ________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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.

In this special episode of The Data Minute, Peter sits down with Dave Chen, Co-Head of Global Technology Investment Banking at Morgan Stanley, for a tactical deep dive on how today's founders should think about going public.Dave shares what IPO prep really looks like in 2025 and beyond, why the best companies start working with bankers 2–3 years ahead of a listing, how institutional investors actually evaluate growth-stage companies, and which metrics every founder needs to start tracking long before they file a public S-1. He also breaks down the difference between “lean in” and “sobering” market windows, how valuation strategy works behind the scenes, and what happens in the high-pressure decision days right before a public debut.If you're leading an aspirational company, or running growth-stage finance, this is the IPO playbook you've been waiting for.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:12 – Dave Chen's path from pre-med to tech investment banking02:53 – The enduring founder journey from startup to IPO04:16 – IPO timelines have changed06:21 – How scale has shifted in the public markets07:28 – Is there still room for smaller IPOs?08:31 – Lean in vs. sober & clinical10:03 – Why companies now engage banks years before IPO12:00 – How founders can gauge IPO readiness13:08 – Building investor relationships years ahead of a roadshow14:34 – What happens when the IPO timeline shifts16:11 – 2024 recap: What happened, and what didn't, in tech IPOs17:32 – The real reason we didn't see more IPOs18:44 – Private capital changed the game for late-stage companies20:01 – The rise of structured late-stage rounds21:03 – How growth + downside protection are unlocking new deals22:53 – Why public investors love private exposure early23:06 – Does IPO prep differ for tech vs. non-tech companies?24:15 – 2–3 years out: What founders should focus on first25:13 – Most teams don't optimize metrics correctly26:02 – The management team matters before and after the IPO27:26 – Designing a board that adds real support28:12 – Why predictable revenue matters pre-IPO29:34 – The fuel founders need to operate like a public company30:53 – The small M&A move that delayed an IPO by six months33:14 – Biggest mistake? Letting the IPO process control you35:15 – The point of no return36:32 – How banks help guide IPO valuation strategy38:15 – What to do when you don't have direct comps40:01 – Getting credit for your company's future performance43:28 – Should you raise the price range?44:26 – Press coverage and the IPO signal vs. noise45:19 – Start IPO readiness years before you need itThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights reserved. Initial public offerings (IPOs) and secondary offering suitability requirements apply. There is no guarantee of receiving IPO shares. Please be advised that public offerings are not suitable for all investors. IPOs are highly volatile and risky and should not be considered by investors with conservative investment objectives or low tolerance for risk. CRC 4745633 (08/2025)

In this episode of Tank Talks, we dive deep into how AI is reshaping the world of investment banking and financial workflows. We're joined by Kunal Tangri and Noah Faro, co-founders of Farsight AI, a trailblazing FinTech startup out of New York that's automating everything from pitch decks to financial models, all within the tools bankers already use, like Excel and PowerPoint.Farsight's mission is to help finance professionals cut down on tedious, manual work and focus on higher-level strategy, and the results are already impressive. In just one year, the company grew 10x in revenue, offering a compelling solution to banks, private equity firms, hedge funds, and wealth managers.In this episode, we discuss:* The aha moment behind starting Farsight AI and the team's journey from MIT to Wall Street and beyond.* Why the founders believe AI is the key to eliminating grueling 100-hour work weeks for junior bankers and making high-end finance more efficient.* The biggest challenges they've faced in building a tool that integrates seamlessly into finance professionals' daily workflows.* The future of AI in financial services and how it can democratize access to top-tier financial tools.From scaling the company to navigating investor interest and addressing the challenges of maintaining security in the financial sector, Kunal and Noah offer valuable insights on building a product that doesn't just save time but transforms the entire way finance professionals work.How It All Started (00:02:36)Kunal and Noah share how their experiences at MIT and roles in big tech led them to co-found Farsight AI and the unique problem they set out to solve in financial services.Breaking the Banking Mold (00:06:49)What it takes to build a product that bankers actually want to use without forcing them to learn a new workflow.How AI Can Eliminate Manual Grunt Work (00:10:50)Automating the dreaded task of creating pitch decks, memos, and financial models, and how Farsight AI is pushing the boundaries of what's possible in financial services.Investor Pitch & Growth (00:20:34)How Farsight AI secured its first round of funding, raised $16 million in Series A, and caught the eye of major investors.AI-Powered Decision Making in Finance (00:28:00)How Farsight AI is tackling everything from Excel-based tasks to handling private equity and M&A documents with seamless integration and workflow automation.The Road Ahead (00:40:04)Kunal and Noah discuss their vision for the future, why they believe junior bankers of 2030 will spend more time on strategic thinking than mundane tasks, and how AI will change the financial landscape forever.About the GuestsKunal Tangri and Noah Faro are the co-founders of Farsight AI, a revolutionary AI startup that's changing the way finance professionals work. Both with deep roots in tech, they bring a unique perspective to automating some of the most tedious tasks in investment banking, private equity, hedge funds, and wealth management. With backgrounds at top-tier companies like Hugging Face, Amazon, and MIT, they're at the forefront of the AI revolution in finance.Connect with Noah Faro on LinkedIn: https://www.linkedin.com/in/noahfaroConnect with Kunal Tangri on LinkedIn: https://www.linkedin.com/in/kunal-tangri-61ba48121/Visit the Farsight AI website: https://www.farsight-ai.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Stocks gaining after this morning's inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump's Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management's Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid's new hawkish comments… and more on how the consumer's holding up with the CEO of AMC Entertainment, fresh off earnings from the name.Also in focus: the return of M&A and IPOs… Morgan Stanley's Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

Episode 100.  Investment bankers can be helpful people to talk to because  they've seen many business succeed and fail and have often had a mix of success and failure in their lives as well.In this episode of the Lifetime at Work podcast, host Greg Martin interviews Peter Moore, the founder of Integrity Square, about his multifaceted career in investment banking, private equity, and entrepreneurship within the HALO industry. They discuss the concept of HALO, which stands for Healthy, Active Lifestyle and Outdoors, and the significant opportunities in this sector. Peter shares insights on balancing roles as an advisor, business owner, and investor, emphasizing the importance of understanding market readiness and learning from failures. The conversation delves into capital raising, the dynamics of family and friend funding, and strategies for both seasoned and aspiring entrepreneurs. Peter also touches on the evolving landscape of health clubs and the broader impact of the HALO lifestyle. This episode provides valuable lessons and practical advice for anyone looking to thrive in the business world.00:00 Introduction to the Podcast00:23 Meet Peter Moore: Founder of Integrity Square01:27 Peter's Career Journey and Early Experiences04:39 Entrepreneurial Lessons and Challenges11:18 Navigating the HALO Sector15:06 Balancing Risk and Personal Life21:38 Securing Capital and Investment Strategies25:30 The Impact of Investment on Relationships29:09 Navigating Business Failures and Successes32:25 The Importance of Taking Timeouts in Business35:05 The Halo Industry and Its Growth38:20 The Future of Health Clubs and Fitness44:00 Advice for Aspiring Entrepreneurs

Arash Attar-Rezvani - M&A Partner, Skadden, Arps, Slate, Meagher & Flom LLP In part two of this masterclass conversation, Arash Attar-Rezvani gets into the execution challenges that separate successful M&A practitioners from the rest. From deconstructing French labor consultation myths to revealing how AI will reshape legal advisory models, this segment delivers actionable frameworks for advanced deal execution.  Things You'll Learn How to structure aggressive workforce reduction plans within French labor laws and turn compliance into deal terms The psychology of cross-cultural deal-making and why listening trumps being the loudest voice in the room How AI will reshape M&A legal services and why success fees may replace hourly billing _____________________

Don't leave your retirement to chance. Design It. Join us for six Fridays starting on October 3rd and get moving on your roadmap. Learn more here. __________________________ On this episode of The Retirement Wisdom Podcast, we're joined by Nathalie Martin, author of The Inspired Retirement, an excellent new book that will help you reframe what it means to retire well. In today's conversation, she challenges the assumptions many people bring to retirement—and shares how mindfulness, clarity, and intention can lead to a more inspired next chapter. What You'll Learn Why the ‘three plagues' of aging are avoidable How three non-financial pillars of retirement are gamechangers How mindfulness and movement can enhance your life Why one-size-fits-all approaches to purpose miss the mark—and what to do instead A practical exercise to prioritize what matters most in your life as you plan for retirement Nathalie Martin joins us from New Mexico. __________________________ Bio Nathalie Martin is a chaired professor at the University of New Mexico School of Law, where she teaches mindfulness and law as well as elder law, commercial law, and consumer law. A longtime yoga and meditation teacher and practitioner, she also teaches contemplative practices in varied settings, from hospitals and senior centers to law school classrooms. Nathalie is the author of over forty articles and nine books, including Lawyering from the Inside Out and Yoga for Lawyers, and her legal scholarship has been cited by the US Supreme Court. With The Inspired Retirement, Nathalie brings her decades of experience and expertise to a general audience. __________________________ For More on Nathalie Martin The Inspired Retirement: Purpose and Passion in Your Next Adventure Website: nathaliemartinmindfulness.com ___________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile Happier Hour – Cassie Holmes, PhD Live Life in Crescendo – Cynthia Covey Haller ____________________________ Mentioned in This Podcast Conversation Being Mortal by Atul Gawande ____________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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.

Jetzt auf eine Zusammenarbeit mit uns bewerben: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Referenzen: https://pumpkincareers.com/erfahrungen/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 In dieser Folge des BWL-Podcasts sprechen David Döbele und Jonas Stegh über die Frage, ob sich ein Bachelor-Studium mit Studiengebühren von über 50.000 Euro wirklich lohnt. Anhand konkreter Beispiele zeigen sie, wann sich die Investition bezahlt machen kann – und worauf du achten solltest, bevor du dich für ein teures Privatstudium entscheidest. _____________________________________________ Timestamps 00:00:00 - Intro 00:01:14 - Lohnt sich ein Bachelor mit über 50.000 € Studiengebühren? 00:16:10 - 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=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825

Design Your Next Chapter  Joe Tarantino joins us to share his retirement journey - going from balancing family and work responsibilities to embarking on an ambitious cycling goal.  A lifelong learner, Joe opens up about how setting a personal moonshot goal helped him transition into retirement with purpose. He wrote a book chronicling his cycling experiences. He offers candid insights on caregiving, identity shifts, and why it's essential to replace the structure and social interactions that work once provided. Joe Tarantino joins us from Ohio. _________________________ Bio Joe Tarantino has cycled through all 50 U.S. states, crisscrossing a vast network of roads and trails. With 25 marathons and other endurance events under his belt, he retired from a successful 35-year career in the aerospace industry as a chemist, engineer, and operations manager, in response to God's call to a different direction in his otherwise comfortable life. While pursuing his cycling, he seeks to inspire others to chase their dreams through his writing. __________________________ For More on Joe Tarantino Pale Pink Roads __________________________ Podcast Conversations You May Like Unlock Positive Aging with Outdoor Adventure – Caroline Paul Not Too Late – Gwendolyn Bounds The Benefits of a New Challenge – Joe Simonetta Big Goals – Caroline Adams Miller ___________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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 Challenge of Early Retirement "You leave the work site, and you just don't have the social interaction that you used to." On Finding Purpose "Don't settle for all these good things when there's something great you could be going after. You've got all this open time. Make sure it's spent doing good stuff, even great stuff." ________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes.

David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes.Articles discussed on this episode: https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-adshttps://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-sourcehttps://www.theinformation.com/articles/chatbots-eating-m-advisory-businesshttps://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Own your retirement. Design It. Join us for 6 Fridays starting on October 3rd and get unstuck. Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Learn more here. _________________________ On this episode of The Retirement Wisdom Podcast, we explore the transformative mindset that can reshape retirement from a winding-down phase into a period of renewal and growth. Cyn Meyer unpacks why purpose and energy—not just finances—should drive your post-career life, sharing the Rewire Retirement Method and the neuroscience behind deliberate reinvention. What You'll Learn Cyn's backstory that led her to get involved in the retirement space Why your retirement can be a spiral upward, not a slow fade down How her Five Rings of Retirement redefine life after work The science of neuroplasticity and how it supports intentional change How tuning into your inner energy can spur you forward How daily gratitude practices, especially with your partner, can deepen connection Cyn Meyer joins us from California. _______________________ Bio Cyn Meyer is the creator of the Rewire My Retirement program and is a modern certified life coach committed to helping older adults turn their retirement years into their best years, full of purpose and passion. She founded Second Wind Movement in 2018 as a valuable resource dedicated to older adults who are striving for healthy, active, and engaged retirement lives. _______________________ For More on Cyn Meyer The Rewire Retirement Method _______________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Retiring: Creating a Life That Works for You – Teresa Amabile Growing Old, Staying Rad – Steven Kotler _______________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider 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 Gratitude "When we are in a state of gratitude, fear is obliterated, right? They are polar opposites. The fear cannot exist while you're in a state of gratitude.  I always say you have your own passions, purpose, and growth path in retirement. Your spouse has theirs, and then you have your couple's activities together, right?

What's next? Design it. The Very Early Bird discount ends today 7/31. Get unstuck. Learn more here. Register here. ___________________________ What if you stepped out of your comfort zone? Lee Gale Gruen shares her inspiring journey from 37 years as a probation officer to becoming an actor, author, lecturer, dancer, and a Physics Club member in retirement. Initially lost after retiring, she stumbled upon a senior acting class that changed everything—helping her find a new identity, connection, and new pursuits. Her story offers the template for a roadmap for retirees who may be struggling to find purpose by stepping up to try new things, overcoming fear, and staying curious. Because let's face it,  retirement is not the end of the line — it's an opportunity to reinvent yourself. You'll Learn: What it's like to be a docent How volunteering can unlock new purpose The importance of trying new (and returning to old) interests What to do when fear holds you back How to find opportunities using local resources Lee Gale Gruen joins us from California. __________________________ Bio Lee Gale Gruen (Lee Gale is her first name) lives in the East San Francisco Bay area. She has two children and three grandchildren. She graduated from UCLA and had a 37-year career as a probation officer. After retiring, she became an actress, author, speaker, and blogger. She has appeared in television, films, commercials, theater, and print. She performs regularly at medical schools, portraying patients for student training, and was one of six supporting exercise/dancers in the  Jane Fonda Prime Time Firm & Burn" workout DVD. Her transition to becoming an actress in her senior years has been written about in Time Magazine, the Los Angeles Times newspaper, AARP Life Reimagined, and in Marlo Thomas' book, which profiles women who have reinvented themselves. Lee Gale has had several articles and short stories published, including in the Chicken Soup for the Soul series. She is also a public speaker, lecturing on senior reinvention. She has published a memoir as well as a self-help book that complements her public lectures on senior reinvention. She has written a screenplay of her memoir titled the same as the book: "Adventures with Dad." Lee Gale blogs at LeeGaleGruen.wordpress.com under the same title as her lecture and self-help book, "Reinventing Yourself in Your Retirement Years." _____________________________ For More on Lee Gale Gruen Reinventing Yourself and Your Retirement Years: Find Joy, Excitement, and Purpose After You Retire Website ______________________________ Podcast Episodes You May Like The Second Fifty – Debra Whitman Make Your Next Years Your Best Years – Harry Agress, MD Retirement Rookies – Stephen & Karen Kreider Yoder _______________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Haley Van Cleve, Partner at Apline Investors Haley joins us to decode the art of building successful buy-and-build platforms from the ground up. In this episode, Haley walks through Alpine's proven methodology for transforming small $3M EBITDA businesses into $100M+ platforms through strategic M&A and operational excellence. Learn how Alpine's unique talent model, integration-first approach, and buyer-led M&A strategy has driven over 850 deals, including 170 in 2024 alone. Whether you're a corporate development professional or private equity investor, this conversation delivers actionable insights on platform identification, integration best practices, and scaling through acquisitions. Things you will learn: Alpine's team-market-business prioritization model for identifying $3M businesses with scaling potential Building 20-30 day system rollouts upfront to enable high-velocity acquisitions without operational breakdowns CEO-in-residence programs and profit interest pools that align management for long-term value creation Episode Chapters [00:02:30] Alpine's Evolution – From $400M Fund V to $4.5B today with 180+ team members across three offices [00:04:30] Platform Definition – Why Alpine takes a liberal view of platforms, starting with $3M EBITDA businesses in fragmented markets [00:07:30] Software vs. Services – Rule of 40 for software deals versus EBITDA-focused services acquisitions and different scaling approaches [00:13:30] Legal Tech Case Study – Building a $4M revenue time-billing business into a $30M+ platform through four strategic add-ons [00:16:00] Integration Excellence – People and systems integration within 20-30 days to maintain visibility during high-velocity M&A [00:22:00] Vision Alignment – Setting clear expectations upfront about system standardization and operational changes before LOI [00:25:00] Platform Challenges – Overhiring executive teams early and building integration capacity before closing deals [00:36:00] In-House M&A Teams – When and how to build dedicated M&A functions at portfolio companies for double-digit acquisition strategies [00:44:00] CEO-in-Residence Program – How Alpine hires executives before finding deals and pairs them with markets for 12+ month searches [00:49:00] When Deals Go Sideways – COVID impact on K-12 businesses and pivoting M&A strategies when market assumptions prove wrong Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

Are you ready to unlock a great life in retirement — or are you stuck in neutral? Registration is open for the next two Design Your New Life in Retirement Groups. The Very Early Bird discount ends on 7/31. Get unstuck. Learn more here. Register here. ___________________________ It turns out that one of the hardest habits to break in retirement isn't work — it's saving. Richard Sheffield joins us to share his deeply personal and sometimes humorous story of transitioning from a performance-driven corporate career to a more intentional and enjoyable life in retirement. A former executive at UPS, and author of Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement, Richard opens up about his struggle to shift from a lifelong saver's mindset to embracing enjoying the money he worked so hard to accumulate. He discusses how outdated retirement plans, old success signals, and societal expectations can lead us astray, even long after we've walked away from work. But through self-reflection, rewriting his financial plan, and reconnecting with what brings him joy, Richard found the freedom to spend boldly, live fully, and say yes more often. You'll discover: Why many retirement plans need to be reviewed periodically - and sometimes reworked The emotional blocks that prevent smart people from moving from accumulating to spending Why your intentional spending matters more in retirement The surprising benefits of getting creative with how you spend Why it can be wise to give now, not just later Richard Sheffield joins us from Miami. ________________________________ Bio Richard Sheffield is a former executive and writer who shares thoughtful essays on retirement, identity, and personal reinvention. After a long career in the corporate world, Richard turned to writing as a way to make sense of his experience — and to help others navigate their own journeys into retirement. He's a popular contributor on Medium, where his honest takes on life after work resonate with thousands of readers. Now fully embracing a bigger, bolder, and more intentional approach to life, Richard writes about finding meaning beyond metrics and spending in ways that spark joy. ________________________ For More on Richard Sheffield Richard Sheffield on Medium Spend Your Damn Retirement Money!: Beat the Spending Fear to Find Your Dream Retirement __________________________ Podcast Episodes You May Like How to Retire – Christine Benz Unretired – Mark S. Walton Your Next Years Your Best Years – Harry Agress, MD ____________________________ 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 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 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst,

Aaron Zagha is the Chief Marketing Officer at Newton Baby, the largest direct-to-consumer brand in the baby sleep category. With a background in investment banking at Deutsche Bank and JP Morgan, Aaron brings a financial operator's lens to performance marketing, attribution modeling, and team leadership.Before joining Newton, Aaron led international Ecommerce for Teleflora, managing growth across global markets and navigating the complexity of seasonal retail cycles and cross-border logistics. Today, he applies that same analytical rigor to the world of baby and juvenile goods where trust, conversion, and retention all hinge on deeply personalized journeys.Aaron shares how finance-trained marketers bring discipline to growth forecasting, why he encourages his team to challenge attribution models, and how incrementality testing has become central to his media mix. He also unpacks the pitfalls of over-indexing on Meta, why Pinterest deserves more spend, and how to onboard new marketing hires with the right mental models from day one.Whether he's explaining why some site visitors can't be influenced or why channel diversification is more urgent than ever, Aaron delivers a clear-eyed, tactical view into what's working in DTC marketing today.In This Conversation We Discuss:[00:40] Intro[01:13] Finding opportunity through internal mobility[02:34] Building with seasoned tech entrepreneurs[03:09] Keeping connections that open future doors[03:53] Auditing channel mix to unlock growth[04:50] Applying stats to improve ad performance[05:54] Selling off-site and skewing test results[08:00] Optimizing upstream metrics with caution[09:00] Driving sales with offer and positioning[10:19] Episode Sponsors: Electric Eye & Zamp[12:44] Relying on incrementality to guide spend[14:20] Backing bold ideas with leadership support[15:31] Humanizing luxury to boost relatability[17:01] Turning off losers without ending the test[20:14] Feeding AI tools to stay effective[21:11] Measuring performance with GeoLift testsResources:Subscribe to Honest Ecommerce on Youtube#1 rated baby crib mattress newtonbaby.com/Follow Aaron Zagha linkedin.com/in/aaronzaghaSchedule an intro call with one of our experts electriceye.io/connectFully managed sales tax solution for Ecommerce brands zamp.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Welcome to FinPod by CFI's "Careers in Finance" series! In this exclusive episode, we sit down with Tim Vipond, the visionary co-founder and CEO of Corporate Finance Institute (CFI). Go beyond the typical resume and uncover the fascinating career journey that led him to build the world's leading online finance education platform.Tim shares his candid experiences starting from his early interest in finance, shaped by family and university, and his foundational investment banking analyst roles at firms like Scotia Capital. He opens up about the rigorous demands of Wall Street, the pursuit of perfection, and the steep learning curve for aspiring finance professionals.Whether you're an aspiring investment banker, a current finance professional looking to pivot, or an entrepreneur seeking inspiration, Tim's story offers invaluable lessons on career resilience, risk-taking, and building a globally impactful business.

Willem du Toit , senior VP for Advisory and Investment Banking at Standard Bank CIB discusses how investors navigate and mitigate risks within the renewable energy space. SAfm Market Update - Podcasts and live stream

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/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.

John Palusci, Former Vice President of Transformation and Strategic Finance, BAYADA In this episode of M&A Science, John Palusci, former Vice President of Transformation and Strategic Finance at BAYADA, joins Kison Patel to discuss how to build a repeatable, Buyer-Led M&A™ engine within a nonprofit structure. John walks through his journey from IT to finance to corporate development, detailing how he helped scale BAYADA's deal strategy with a focus on long-term value, integration-led diligence, and mission alignment. He shares real lessons from joint ventures, cashless acquisitions, and how to avoid surprises in highly regulated industries like healthcare. Things you will learn: How to structure healthcare M&A for long-term mission alignment What a “conceptual pro forma” is and why it accelerates early deal screening How to manage integration risk in people-first, regulation-heavy industries ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Your M&A process can so much faster... DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

What's next? Make time to design it. Early registration is now open for our next Design Your New Life in Retirement group program. The Very Early Bird discount ends on July 31st. Learn more here. Register here. __________________________ What comes after a long, successful career at the top of your field? More and more, people are redefining retirement—saying No Thanks to a traditional retirement and instead exploring new pursuits. And for some, it's a chance to dive into something they've always yearned to do. In today's conversation, meet Neal Lipschutz. Stepping away from a distinguished career, he discovered a surprising new purpose—writing fiction. With his debut novel No Write Way to Die just released, Neal shares the lessons he's learning in a second act. What might your second act look like? Like Neal, you may discover a path that draws on your skills in a new way- and brings unexpected joy. Neal Lipschutz joins us from Ridgewood, New Jersey. _________________________ Bio Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ's ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. "No Write Way to Die" is his first novel and the first in a series of mysteries. _________________________ For More on Neal Lipschutz No Write Way to Die "This debut thriller from award-winning journalist Neal Lipschutz, former deputy editor in chief of the Wall Street Journal, combines a gripping, good old-fashioned murder mystery with the ethical consideration of just how far a person should go to protect their family." From Headlines to Whodunits ________________________ Podcast Conversations You May Like The Vintage Years – Dr. Francine Toder Edit Your Life – Elisabeth Sharp McKetta Retiring: Creating a Life That Works for You – Teresa Amabile _______________________ 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 Transition to Retirement "The transition - it's a big one. One of the things I really liked about my plan to go directly from a full-time work in journalism for a big company to being on my own and trying something that no one was asking me to do, was that I didn't know I would be devoted to the process. And I knew that I would be devoting every day that wasn't taken up with somethin...

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.

Paul Raphael Paul is an established investment professional with extensive M&A and financing experience. He was Executive Vice Chairman at UBS from 2018 to 2021. He joined UBS in 2010 initially as Head of Global Emerging Markets and later served as UBS' Head of Wealth Management for Europe, Middle East, Africa and Latin America where he managed $450 billion of client assets and over 3,000 employees across four continents. ​ Before joining UBS in 2010, he spent six years at Credit Suisse, including three years in Hong Kong as Head of Investment Banking for the Asia Pacific region. Prior to this, Paul spent 10 years with Merrill Lynch in London and Paris and eight years at Salomon Brothers in New York in various M&A and capital markets roles.   Paul is a member of the advisory board of LIFE where he was founding chairman and a member of the Special Advisory Council of International Crisis Group. He has a degree in economics from the University of Maryland and an MSC in management from MIT Sloan School of Management.  

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!

Com a crescente profissionalização do mercado cripto, surgem novas estruturas para atender demandas sofisticadas de captação, governança e negociação de ativos digitais — e o investment banking passa a ganhar uma nova leitura nesse contexto.No episódio desta semana do Fintech Talks, recebemos Rodrigo Mendes, CEO da Enor, para uma conversa sobre o surgimento de modelos regulados de investment banking na criptoeconomia. Falamos sobre a experiência da empresa em El Salvador, onde a Enor foi pioneira na emissão pública 100% tokenizada e regulada, e os aprendizados extraídos a partir da operação real nesse ambiente.Discutimos ainda os limites do modelo tradicional de IB frente às novas possibilidades tecnológicas, as tensões entre descentralização e serviços estruturados, e o que ainda falta para vermos algo semelhante sendo desenvolvido no Brasil.Um episódio que combina visão estratégica, regulação e prática de mercado — e que ajuda a entender como a infraestrutura da criptoeconomia começa a sustentar soluções de capital mais robustas, acessíveis e com ambição global.Confira!***Assista também o episódio #14 do Fintech Talks Podcast, quando falamos pela primeira vez com Rodrigo Mendes sobre o ambiente de negócios de El Salvador no contexto da criptoeconomia.

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,

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!

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.

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!

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,

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

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 _____________________________