Podcasts about Investment banking

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

What if retirement isn't the end of something — but the beginning of something better - and deeply meaningful? Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she'd gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they're “not done yet.” In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You'll hear how to move from “what am I leaving?” to “what am I moving toward?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind. If you're planning your own next act — or helping someone who is — this episode will change how you think about what comes next. Susan Reid joins us from Halifax. _____________________________ Bio SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop's University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits. When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement) for people just like her. Susan holds a Bachelor of Science degree from Queen's University, an MBA from McGill University, and a Ph.D. from Concordia University's John Molson School of Business. _____________________________________ For More on Susan Reid Re-Visioning Retirement: A Workbook Website ______________________________________ Podcast Conversations You May Like Joyspan – Kerry Burnight, PhD The Power of Reinvention – Joanne Lipman When Will You Flip the Switch? – Dr. Barbara O'Neill Make 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, and his coaching certification from Columbia Uni...

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.

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In Folge 18 von “'AI in Finance” sprechen Sascha und Maik die neuesten Entwicklungen bei OpenAI, insbesondere den neuen Browser Atlas, der mit neuen KI-gestützten Funktionen kommt. Sie beleuchten die Herausforderungen der Altersverifikation für Erwachsene und die strategischen Schritte von OpenAI zur Entwicklung eigener Chips. Die beiden sprechen über die aktuellen Entwicklungen im Bereich Künstliche Intelligenz, insbesondere die Risiken einer möglichen KI-Blase, die Herausforderungen, vor denen Apple steht, und die strategischen Schritte von Unternehmen wie Anthropic und Revolut. Sie beleuchten die Automatisierung im Investmentbanking durch OpenAI's Project Mercury und die Integration von KI in Finanzdienstleistungen.

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode of the Real Estate Pros podcast, Kristen interviews Bryce Bush, a seasoned entrepreneur in the real estate industry. Bryce shares his diverse background, starting from a contractor to becoming a general partner at DDT Wealth LLC, focusing on hard money lending and financial services. He discusses his mindset towards business, the importance of incorporating financial services into real estate, and his mission to empower veterans through real estate investments. Bryce emphasizes the significance of personal connection in leadership and offers valuable advice for aspiring entrepreneurs.   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   —--------------------

Moderator:Ahsan Ali, MD & Head, Islamic Corporate & Investment Banking, Standard Chartered BankPanelists:Dr Mohamed Ali Elgari, Global Shariah Supervisory Committee Member, Standard Chartered BankDato' Prof. Dr Aznan, Global Shariah Supervisory Committee Member, Standard Chartered BankMufti Muhammad Abdul Mubeen, Group Head Shariah, Standard Chartered Bank Member Shariah Board, Standard Chartered Bank Pakistan & Shariah Committee, Standard Chartered Saadiq Berhad MalaysiaProf. Dr Zurina Shafii, Shariah Committee Member, Standard Chartered Saadiq Berhad Malaysia

Send us a textJoel Krikston is a seasoned executive with extensive experience in venture investments and strategic innovation within the healthcare sector.Joel currently serves as Managing Director Venture Investments Merck Global Health Innovation Fund ( https://www.merckghifund.com/?profile=joel-krikston ) and Co-Founder of MSD Idea Studios ( https://www.msd.de/ideastudio/ ), a global innovation hub organization that is committing $38 million to scale high-impact health technologies that directly align with Merck's access and R&D priorities. They are strategically located in the innovation hubs of Singapore and Berlin. With a career spanning over two decades, Joel has held pivotal roles at renowned organizations like Merck, Johnson & Johnson, and JPMorgan, focusing on biotechnology, corporate development, and health equity. As the Managing Director of Venture Investments and Head of Strategic Innovation Alliances, Joel excels in bridging the gap between life sciences and digital health technology. He is a recognized advocate for diversity and inclusion, emphasizing health equity in his professional endeavors. Joel's board engagements extend to various innovative healthcare startups, showcasing his commitment to shaping the future of healthcare. Joel also contributes to academia as a venture mentor and guest lecturer at prestigious institutions, including NYU Stern and Princeton University. Joel has an MBA from the Stern School of Business at NYU, completed his Bachelor's degree in Finance and International Business at Fairfield University, and has specialized certifications from Harvard and MIT, underscoring his dedication to ongoing learning and leadership in healthcare innovation.#JoelKrikston #MSDIdeaStudios #MerckGlobalHealthInnovationFund #InvestmentBanking #CorporateVentureCapital #LifeSciences #DigitalHealth #NYUStern #BNPParibas #ABNAMRO #InnovationHubs #LungCancer #VentureMentor #JohnsonAndJohnson #JPMorgan #BillTaranto #STEM #Innovation #Science #Technology #Research #ProgressPotentialAndPossibilities #IraPastor #Podcast #Podcaster #Podcasting #ViralPodcastSupport the show

Zwischen Druck, Nestlé und Kai Pflaume – wie YFood zur nächsten Red-Bull-Story werden will! Benjamin Kremer kennt Druck – aus dem Investmentbanking, aus der Gründungsphase von YFood und vom Spagat zwischen Startup-Spirit und Nestlé-Beteiligung. Heute will er mit seinem Münchner Unternehmen nichts Geringeres als das schaffen, was Red Bull für Energy Drinks ist: eine globale Marke im Smartfood-Segment. Warum der Deal mit Nestlé trotz Kritik ein Befreiungsschlag war, wie Kai Pflaume und MontanaBlack YFood zum Kassenschlager machten – und weshalb Kremer Druck lieber in Energie verwandelt.

.In dieser Folge des Karriere Insider Podcasts spricht David Döbele mit Philipp Schult, Berater bei AlixPartners. Philipp gibt Einblicke in seine Arbeit an komplexen Transformationen und Restrukturierungen, bei denen das Motto „when it really matters“ spürbar wird. Er erzählt von seinem Karriereweg, den Herausforderungen und Chancen in der Beratung bei AlixPartners und welche Fähigkeiten entscheidend sind, um in solchen High-Impact-Projekten erfolgreich zu sein. LinkedIn Philipp Schult: https://www.linkedin.com/in/pschult/Karriereseite AlixPartners: https://www.alixpartners.com/de/karriere/Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025_____________________________________________Timestamps00:00:00 - Vorschau00:00:33 - Vorstellung & Karriereweg00:12:00 - Wechsel zu AlixPartners00:15:27 - Wie sich AlixPartners von anderen Beratungen abhebt00:17:15 - Aufbau von AlixPartners & typische Projekte00:28:16 - Wie geht man mit schwierigen Entscheidungen in der Restrukturierung um?00:29:50 - Zukunft der Restrukturierung – wie entwickelt sich der Markt?00:33:15 - Was AlixPartners im Vergleich zu anderen Beratungen attraktiv macht00:42:15 - Arbeitsalltag bei AlixPartners00:47:40 - Philipp über seine größten Stärken im Job00:49:40 - Die Bedeutung von Netzwerken00:53:40 - Welche Bewerber:innen überzeugen bei AlixPartners00:56:59 - Weitere Fragen (Learnings, Tipps, usw.)01:07:08 - Outro_____________________________________________Weitere hilfreiche YouTube-Videos:Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcastINVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0fUNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnUDie besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0KsDie besten Unis für den Master: https://youtu.be/fdKknPZzO4wALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlYALLE 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=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=AlixPartnersBeraterüberwhenitreallymattersTransformationenKarriereInsider221025Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben.LinkedIn: https://www.linkedin.com/company/pumpkincareers/

What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you've ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you'll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement. Christine Platt joins us from Washington, DC. In This Conversation, You'll Learn: - How Christine's minimalist journey began—and what she discovered about consumerism and identity. - Why overwhelm became her “baseline” and how she learned to listen to her body's warning signs. - What the “five wells” of wellness reveal about balance and self-care. - How limiting beliefs form—and how they shape our behavior long after we leave work. - The powerful distinction between freedom from and freedom for in retirement. - How to reclaim your time, your energy, and your sense of self. _______________________ Bio Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm. a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives. From adult fiction and lifestyle to children's literature and cultural commentary, Christine's expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way. Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law. _______________________ For More on Christine Platt Less Is Liberation: Finding Freedom from a Life of Overwhelm Website _______________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton The Joy of Saying No – Natalie Lue Stop People Pleasing – Hailey Magee ________________________ 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),

In dieser Folge geht es um ein Thema, das viele fasziniert aber auch viele Fragen aufwirft - Kunst als Investmentklasse. Der sogenannte Blue-Chip Kunstmarkt war schon immer die exklusive Spielwiese von einigen wenigen. Er gilt als ein stabiler Ort, um Vermögen zu sichern, doch für die meisten Anleger war er unerreichbar. Pascal Schneidinger, Gründer und CEO von Partasio, will das ändern und mit seinem Kunstinvestment Unternehmen den finanziellen Zugang zur Anlageklasse Kunst demokratisieren. Wir sprechen mit Pascal wie das genau funktioniert, wie er auf die Idee kam und wie er diese weiterentwickelt hat und was ihn nach langjährigen Stationen in den USA und in China zurück in die Schweiz geführt hat. Birgit Eller Krumm ist Kapitän der Folge 105 von KAP Podcast. Links zur Folge www.partasio.com Pascal Schneidinger, CFA | LinkedIn Pascal Schneidinger hat einen Bachelor Abschluss in Finanz- und Rechnungswesen von der Wharton School der University of Pennsylvania und ist CFA Charterholder. Er arbeitete im Investment Banking und Private Equity in New York und London, gründete 2011 ein auf Wohnmöbel spezialisiertes Einzelhandelsunternehmen mit Sitz in Shanghai, zurück in der Schweiz gründete er 2022 das Kunstinvestment Unternehmen Partasio. KAP Homepage: www.kapture.ch Instagram: @kap_kapture KAP unterstützen: Gefallen euch unsere Podcast Folgen und möchtet ihr unsere Arbeit mit einem Betrag eurer Wahl unterstützen - hier ist der Link https://www.kapture.ch/support Foto Credit: Partasio AG

Send us a textDivorce doesn't have to be a maze of conflict, confusion, and spiralling costs. We sit down with award‑winning divorce coach Arabella Paul to map a steadier path: build your three‑part support team, get financially organised early, and protect your energy so you can make clear decisions for yourself and your children. Arabella PaulArabella is a compassionate, empathetic and positive Relationship Breakdown Specialist with a corporate background in Investment Banking and Executive Search. She guides her clients through relationship challenges. Whether it's relationship revival or divorce survival, with personalised support, she helps couples navigate the complexities, manage difficult emotions, and create clear, actionable plans to move forward with confidence and clarity, always keeping children's wellbeing at the heart of every decision. *Resolution Associate Member*LinkedIn: https://www.linkedin.com/in/arabellapaul/Instagram: https://www.instagram.com/thedivorcesurvivalcoach/Facebook: https://www.facebook.com/thedivorcesurvivalcoach/TikTok: https://www.tiktok.com/@thedivorcesurvivalcoachTamsin CaineTamsin is a Chartered Financial Planner with over 20 years experience. She works with couples and individuals who are at the end of a relationship and want agree how to divide their assets FAIRLY without a fight.You can contact Tamsin at tamsin@smartdivorce.co.uk or arrange a free initial meeting using https://bit.ly/SmDiv15min. She is also part of the team running Facebook group Separation, Divorce and Dissolution UKTamsin Caine MSc., FPFSChartered Financial PlannerSmart Divorce LtdSmart DivorceP.S. I am the co-author of “My Divorce Handbook – It's What You Do Next That Counts”, written by divorce specialists and lawyers writing about their area of expertise to help walk you through the divorce process. You can buy it here https://yourdivorcehandbook.co.uk/buy-the-book/Support the show

Becky Tenges, owner of Equine BodyWorks LLC and a life-long lover of horses, brings her extensive knowledge and training to the horse and its team of trainer, farrier, veterinarian and other equine professionals. Becky, the daughter of a farrier, grew up in Southern California on an Arabian horse ranch and earned a Bachelor of Science Degree in Agricultural Economics from UC Davis. After leaving a twenty-year career in Investment Banking, Becky returned to her involvement with horses, initially for the therapeutic benefit they provide to humans; and now for the therapeutic benefit that she can provide to them. With over 40 years of experience with horses, Becky's focus in her business practice is to provide therapeutic relief to her equine clients and information and answers to their owners and trainers. Becky brings straightforward methodologies and a heartfelt dedication to reducing discomfort and enhancing movement & performance.

In dieser Folge des Karriere Insider Podcasts spricht David Döbele mit Alex Bergen, Managing Partner & Co-Founder von CorpFin Search. Nach Stationen im Investment Banking bei RBC und Lincoln International sowie im Corporate M&A bei Atkins gründete Alex seine eigene Headhunting-Boutique. Im Gespräch geht es um seinen Karriereweg von London nach Frankfurt, den Aufbau von CorpFin Search und Einblicke in die Welt des Headhuntings. LinkedIn Alex Bergen: https://www.linkedin.com/in/alexbergen-corpfinsearch/Webseite CorpFin Search: https://corpfin-search.com/Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025_____________________________________________Timestamps00:00:00 - Vorschau00:00:16 - Intro00:02:17 - Vorstellung00:04:40 - Unterschiede zwischen Uni Mannheim und Frankfurt School00:05:41 - Einstieg bei RBC im Investment Banking (London)00:10:10 - Wechsel zu Atkins ins Corporate M&A (London)00:13:24 - Wechsel zu Lincoln ins Investment Banking (Frankfurt)00:16:24 - Gründung von CorpFin Search00:24:06 - Wie man richtig mit Headhuntern umgeht – Chancen, Fehler & Tipps00:27:28 - Wie funktioniert das Geschäftsmodell von Headhuntern?00:28:31 - Wie stark schwankt das Headhunter-Geschäft übers Jahr?00:30:32 - Höchste Position & Gehalt, die Alex als Headhunter vermittelt hat00:32:34 - Eigenschaften & Erfahrungen, die Headhunter bei Kandidat:innen suchen00:35:35 - Antrieb & Motivation00:37:01 - Herausforderungen im Alltag eines Headhunters00:38:29 - Wirtschaftslage in Deutschland – aktuelle Einschätzung00:40:35 - 5 Jahre CorpFin Search – so groß ist das Unternehmen heute00:42:34 - Routinen, Ernährung & Sport – Ausgleich im Alltag00:44:37 - Karrieretipps für ambitionierte Zuhörer:innen00:48:14 - Die spannendsten Persönlichkeiten aus 15 Jahren Karriere00:50:23 - Zukunft von Private Equity und M&A in der DACH-Region00:55:58 - Buy & Build im Headhunting – kommt das vor?00:57:58 - Weitere Fragen01:06:54 - Outro_____________________________________________Weitere hilfreiche YouTube-Videos:Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcastINVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0fUNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnUDie besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0KsDie besten Unis für den Master: https://youtu.be/fdKknPZzO4wALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlYALLE 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=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=WertvolleKarriereTippsvomHeadhunterExInvestmentBankerKarriereInsider151025

Investing in health and science research isn't just about curing diseases. It has huge impacts across society, from creating jobs to driving economic growth to boosting national competitiveness. Study shows that every $ invested in the life sciences industry generates $3 in GDP globally, whereas every job created in the life sciences industry generates five in the global economy. Life sciences are one of the most powerful engines of prosperity, yet many governments still underestimate their economic return.In this episode of The Ripple Effect: Investing in Life Sciences, host Dan Riskin speaks with Patrick Horber, President of Novartis International, and David Gluckman, Vice Chairman of Investment Banking and Global Head of Healthcare at Lazard. Together, they break down the outsized economic impact of life science innovation, from trillions in US bioscience output to China's meteoric rise as a global R&D hub. The conversation delves into the ways governments can support innovation with not just money, but through policy and regulation; plus, some of the best ways that countries can help the sector secure investment, talent, and long-term growth.This limited series, produced by GZERO's Blue Circle Studios in partnership with Novartis, examines how life science innovation plays a vital role in fulfilling that commitment. Host: Dan RiskinGuests: Patrick Horber, David Gluckman  Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing in health and science research isn't just about curing diseases. It has huge impacts across society, from creating jobs to driving economic growth to boosting national competitiveness. Study shows that every $ invested in the life sciences industry generates $3 in GDP globally, whereas every job created in the life sciences industry generates five in the global economy. Life sciences are one of the most powerful engines of prosperity, yet many governments still underestimate their economic return.In this episode of The Ripple Effect: Investing in Life Sciences, host Dan Riskin speaks with Patrick Horber, President of Novartis International, and David Gluckman, Vice Chairman of Investment Banking and Global Head of Healthcare at Lazard. Together, they break down the outsized economic impact of life science innovation, from trillions in US bioscience output to China's meteoric rise as a global R&D hub. The conversation delves into the ways governments can support innovation with not just money, but through policy and regulation; plus, some of the best ways that countries can help the sector secure investment, talent, and long-term growth.This limited series, produced by GZERO's Blue Circle Studios in partnership with Novartis, examines how life science innovation plays a vital role in fulfilling that commitment. Host: Dan RiskinGuests: Patrick Horber, David Gluckman  Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today's conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by. _______________________ Bio Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country. Besides being a winemaker and a preservationist, Richard Moran's background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, "In the Workplace" and has written ten books about management. Rich has also served as a director on public and private corporate boards. He lives in California's Wine Country. Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world's leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated. Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches” _______________________ For More on Richard Moran The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country _______________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta The Power of Reinvention – Joanne Lipman _______________________ 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 Transitioning to a New Life

On this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with fraud experts Ashley “Ash” Goodsell (Senior BSA Fraud Investigator at Centris), Michelle Vybiral (Assistant Vice President of Strategic Risk Management at Centris), and Deputy Michael P. Dechellis from the Douglas County Sheriff's Office to tackle the scams hitting families hardest in 2025. From sextortion targeting teens with AI-manipulated images, to tech-support “refund” hoaxes draining thousands from seniors, to Nebraska's new LB 609 crypto ATM law that could help victims get back stolen funds, this episode gives you practical tools to spot red flags and protect the people you love. With clear tips, emotional real-world stories, and insider expertise, you'll walk away ready to shut down scammers and keep you and your money safe.– 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.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens' journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff's evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models. 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies. 34:52 - Supporting portfolio companies: Stone Goff's management summits and thought leadership tools to foster executive collaboration. For more information on Stone Goff, go to https://www.stonegoff.com/ For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

What if the secret to a longer, healthier, and more purposeful life isn't about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this conversation, Ken Stern author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives.  He shares powerful lessons from his travels across Asia and Europe, where he studied some of the most vibrant societies with a track record of longevity. From intergenerational living to lifelong learning, Ken challenges the way we think about retirement and shows how our later years can be a time of renewal, engagement, and meaning. If you've ever wondered how to thrive in the decades ahead, this episode will give you a fresh perspective—and the motivation to design your own path. Ken Stern joins us from Washington DC. _________________________ Bio Ken Stern is the Founder of the Longevity Project, which fosters public conversation on the impact on longer lives on civil society, and engages a global audience through events, research and newsletters. Stern is the host of the award-winning podcast Century Lives, from the Stanford Center on Longevity. Stern is the author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives. He has also been a regular contributor to a diverse group of publications such as Vanity Fair, The Atlantic, and Slate. He is also the CEO of Palisades Media Ventures, a Washington D.C. thought leadership company. Stern was previously the CEO of National Public Radio. Prior to joining NPR, Stern was a senior executive in American International Broadcasting, beginning his media career with Radio Free Europe/ Radio Liberty in Munich. Stern, a lawyer by training, holds degrees from Haverford College and Yale Law School. He lives in Washington, DC with his wife Beth and their son Nate. __________________________ For More on Ken Stern Healthy to 100: How Strong Social Ties Lead to Long Lives __________________________ Podcast Conversations You May Like The Super Age – Bradley Schurman Joyspan – Kerry Burnight, PhD 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 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. ____________________________

What do political polarization, tariffs, interest rates and global conflicts have in common?They all have direct and lasting impacts on your wallet, your job and your family's future.This week, Andrew Parker sits down with Steven Kantor, Founder and CEO of S2K Financial and former Global Head of Investment Banking at Cantor Fitzgerald. With 35+ years on Wall Street, Kantor brings a rare perspective on how domestic policy, global markets, and everyday economics intersect.Together, Andrew and Steven discuss:The impact of U.S. political polarization on financial markets.Why middle-class America is too often left behind in policy decisions.How tariffs, interest rates, and the Fed affect daily life.Small business, entrepreneurship, and the backbone of America's economy.Global uncertainty—from the Middle East to China—and its effect on markets.Why financial literacy and “empowering America” is more critical than ever.A powerful conversation that connects Wall Street to Main Street, this episode is a must-listen for anyone concerned about the economy, politics, and the future of American opportunity.Support the showThe Andrew Parker Show - Politics, Israel & The Law. Follow us on Facebook, LinkedIn, YouTube and X. Subscribe to our email list at www.theandrewparkershow.com Copyright © 2025 The Andrew Parker Show - All Rights Reserved.

Parenting doesn't end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive "peer"? And what do you do when your hopes for your adult children don't align with who they've become? Today, we're joined by Dr. Francine Toder, a clinical psychologist to discuss her new book Your Kids are Grown: Parenting 2.0 - With Strategies for Moving On. Drawing on decades of research, therapy, and her own lived experience, Dr. Toder shares practical wisdom on how to navigate this often-overlooked stage of family life. You'll learn how to let go, listen with empathy, and focus on your own growth while building stronger, healthier relationships with your adult kids — and perhaps, rediscovering yourself in the process. Francine Toder joins us from California. __________________________ Bio Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is the author of 5 books. Her newest book is Your Kids are Grown: Parenting 2.0. Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area where she tries to practice the cello daily. ___________________________ For More on Francine Toder Your Kids are Grown: Parenting 2.0. Website ___________________________ Previous Podcast Conversations with Francine Toder The Vintage Years – Dr. Francine Toder Inward Traveler – Francine Toder PhD ___________________________ Podcast Conversations You May Like All Grown Up – Celia Dodd How to Reconnect with an Estranged Adult Child – Tina Gilbertson ___________________________ Mentioned in This Podcast Episode How Did the Latchkey Kids of Gen X Become the Helicopter Parents of Gen Z? by David French ___________________________ 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 Leveraging Curiosity "...when you step back and realize that that other person or those other persons are not you and you are curious about learning about them,

Annanya Raghavan, Sports Trends Fanalyst on the Google Trends team, joins Cade Massey, Eric Bradlow, and Shane Jensen to share how search data is used to understand and highlight fan engagement, with a particular focus on the WNBA's growing popularity and the broader role of analytics in capturing cultural moments in sports. David Dase, Head of the Southeast Region and Global Co-Head of the Sports Franchise in Investment Banking at Goldman Sachs, joins the show to discuss how the firm is shaping the future of sports as an asset class, from financing teams and arenas to investing in sports-adjacent businesses, highlighting market growth, institutional capital trends, and the increasing importance of brand and fan engagement. Then Cade, Eric and Shane examine the upcoming introduction of automated strike zone challenges in baseball, the game theory behind late-game NFL decisions, and Andrew Percival's data-driven college football rankings, offering a wide-ranging conversation on how analytics and strategy are reshaping modern sports. Hosted on Acast. See acast.com/privacy for more information.

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — https://www.joinhampton.com/exit-reportJordan Schlipf spent a decade building companies optimized for fun, freedom, and friendships. But with years of hindsight, he wonders if he left too much money on the table.Here's what we talk about:Why Jordan left a lucrative investment banking path to chase startupsHow the Rainmaking model let him share risk (and reward) with fellow foundersThe downside of passion-led business: no investment thesis, millions wastedWhy he believes he could've made way more money doing less exciting workWhat he thinks about his $4M liquid net worth — and why it doesn't feel like enoughThe moment he realized private equity is a better game than startupsHow he's now trying to turn around a $10M beauty business without raising capitalWhat it really costs to live well in London as a founder with a familyWhy he regrets chasing the “cool” startup dream instead of playing it safeWhat true wealth means to him today: help, time, and optionalityCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Jordan Schlipf https://www.linkedin.com/in/jordan-schlipf-0b855174Sponsors:Tam your taxes today at https://olarry.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseProtect your upside and get your time back at https://www.cressetcapital.com/moneywiseChapters:(0:49) Breaking Down the Rainmaking Model(2:08) Jordan's Pivot from Investment Banking to Startups(4:15) Why He Couldn't Stay Away from Startups(5:43) The Origins & Vision Behind Rainmaking(8:48) Biggest Challenges in the Rainmaking Model(10:57) Costly Mistakes & Lessons Learned Along the Way(13:00) Why Jordan Stepped Away from VC(17:05) Taking Over as CEO of a Beauty Brand(18:23) Jordan's Current Finances & Where He Stands Today(20:23) Lifestyle Adjustments & Financial Struggles(24:32) Life Before Family vs. Life After(29:04) What He Wishes He'd Done DifferentlyThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

In this episode of the Market Maker Podcast, Anthony is joined by M&A expert Silvia Magni to break down one of the most common questions in investment banking:

What motivates issuers and investors to choose Shariah compliant structures over conventional? We explore the strategic, commercial, regulatory, and ethical factors that shape this decision—ranging from market demand and investor preferences to regulatory incentives and reputational considerations. We examine what these choices reveal about evolving market dynamics and the future development of Islamic financial services.Moderator:Mohsin Shaik Sehu Mohamed, Head of Investment Banking and Capital Markets, Dhofar IslamicPanelist:Ahmed Tabook, Head of Treasury, Tax and Insurance, OQ Base Industries

Join our group and design your retirement. Six Fridays starting on October 3rd. Learn more here. _________________________ Is there more to a great life than happiness and meaning?  Dr. Shige Oishi thinks so. He's the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life, and he defines psychological richness as a life filled with diverse, interesting, and perspective-shifting experiences. Unlike the well-trodden paths of happiness (contentment) and meaning (purpose-driven focus), psychological richness is about exploration, challenge, and even taking on uncomfortable challenges —because growth lives outside the comfort zone. And retirement is a catalyst to explore this third dimension of life. Yet, psychological richness doesn't require dramatic change. It's quite accessible through small shifts, and by simply trying something new. Try new foods, meet someone new, or change your routine. And seize opportunities to be spontaneous and playful. Listen in and learn more about how psychological richness can enhance your life in retirement. Shige Oishi joins us from Chicago. _________________________ Bio Dr. Shige Oishi is the Marshall Field IV Professor of Psychology at the University of Chicago. He is the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life. Dr Oishi is one of the foremost authorities on happiness, meaning, and culture. He is the author of The Psychological Wealth of Nations, and his research has been featured in major media outlets, including The New York Times and The Wall Street Journal. __________________________ For More on Dr. Shige Oishi Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life Website __________________________ Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD How to Retire – Christine Benz Make 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, 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 Novelty "So these results suggest that if you want to make your life psychologically richer,

With a new administration and evolving trade frameworks, we assess the strategic outlook for the UK's Islamic finance industry both domestically and internationally. We examine priority sectors for regulatory reform, potential policy incentives to stimulate growth, and the integration of Shariah-compliant financial products into mainstream finance. The discussion will also address the development of scalable Islamic offerings to enhance market penetration and financial inclusion.Moderator: Mohammed Paracha, Head of Middle East, Norton Rose FulbrightPanelists:Ahsan Ali, Managing Director and Head, Islamic Corporate and Investment Banking, Standard Chartered SaadiqBashar Al Natoor, Managing Director and Global Head of Islamic Finance, Fitch RatingsDanesh Mahadeva, Chief Financial Officer, Gatehouse BankMoad Giebaly, Partner, Trowers & HamlinsThominah Talukdar, Senior Consultant, Avyse Partners

Taylor Swift and Travis Kelce's engagement may have “broken the internet,” but hosts Chantel Windeshausen and Liz Malmberg are here to bust an even bigger set of myths: your credit score. In this episode of A Penny or Two for Your Thoughts (produced by Centris Federal Credit Union and Hurrdat Media), Chantel and Liz welcome Centris AVP and longtime credit expert Ron VanSkiver for a playful yet practical “Mythbusters” spin on all things credit. From whether checking your score will hurt it, to why closing a card can backfire, to how one $25 subscription mistake dropped a score 100 points, the conversation mixes humor, family stories, and real-world money lessons you can use right now.00:00 Cold open — producer Rico, tequila jokes & pre-show banter00:25 APOTFYT intro — hosts Chantel Windeshausen & Liz Malmberg00:52 Taylor Swift & Travis Kelce engagement “breaks the internet”02:09 Back-to-school life: five-year-old fatigue & senior-year feels 05:05 Credit Score “Mythbusters” — today's game plan05:30 Guest intro: Centris AVP Ron Van Schuyver (39 years in finance)06:27 Fun fact & branch leadership; agribusiness degree06:55 Welcome Ron — virtual setup & vibes08:06 What is credit? Why it matters for cars, homes & rates09:46 How credit scores impact approvals and interest rates10:56 Why credit myths persist & what lenders actually look for11:22 Myth #1: Does checking your own credit score lower it? (soft pulls)13:39 Myth #2: Should you carry a balance to build credit? (30% utilization)15:49 Adulting & the “free pizza” credit-card cautionary tale16:34 Myth #3: Will closing a credit card hurt your score? (utilization & age)18:41 Myth #4: Does your income affect your credit score?20:19 Myth #5: Can you fix bad credit overnight? (HELOC/restructure tips)22:49 Myth #6: Do paid-off loans vanish from your report? (7 vs 10 years)24:00 Myth #7: Is there only one true credit score? (models vary)24:28 How lenders choose which bureau/model to use26:05 Myth #8: Do debit cards build credit?26:53 Myth #9: Can one late payment tank your score? ($25 subscription story)29:30 Myth #10: Is all debt bad? (using “good debt” to build a life)31:01 Myth #11: Is there a credit blacklist? (how decisions are made)32:31 Myth #12: Can you control your credit score? (influence vs control)33:25 Myth #13: Will your score drop when you pay something off?34:40 Myth #14: Do hard pulls wreck your score? (~5 points & timing)37:22 Takeaway — Ron's credit playbook: moderation & smart borrowing39:07 Shout-outs, socials & subscribe40:29 Book an appointment with Centris FCU & outro– 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.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This 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!

Want to create a retirement your boss will envy? Design it. New group program starts on October 3rd. Six weeks to a new direction. Learn more __________________________ Most of us know about lifespan and healthspan—but have you thought about your joyspan?  Gerontologist Dr. Kerry Burnight is the author of  Joyspan: The Art and Science of Thriving in Life's Second Half. She shares her research and practical wisdom on how to extend not just the years of our lives, but the years we will truly enjoy living. Drawing from her “Joyspan Matrix” and decades of experience, Kerry, a nationally recognized advocate for positive aging, offers a fresh perspective and new thinking on thriving in later life for your consideration. We discuss: The importance of joyspan alongside lifespan and healthspan What she's learned from her longest running case study (her Mom) Lessons from her grandmothers' contrasting approaches to aging The four pillars of the Joyspan Matrix: Grow, Connect, Adapt, and Give Why connection is as vital as medicine How purpose can change our biology and well-being Practical ways to spark curiosity and joy through personal projects Kerry Burnight joins us from Southern California. ________________________ Bio Dr. Kerry Burnight, America's Gerontologist, is sparking a revolution to make older better. Fed up with the fear-driven, anti-aging hysteria, hundreds of thousands of people turn to “Dr. Kerry” for her practical, effective and uplifting approach to navigating longevity. Her approach to aging is based upon a profound truth: the key to good longevity isn't the length of your life, it's the quality of your life. Efforts to maximize lifespan and even healthspan don't address the whole picture. Longevity is meaningless if you don't like your life. Burnight introduces the critical concept, “joyspan,” based on the science of well-being, contentment, connection, meaning, growth, choice, and purpose. She earned her PhD in Gerontology at the University of Southern California. Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. She was an invited speaker to the U.S. White House at the Elder Justice Summit and at the U.S. Department of Justice. She has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show. ___________________________ Joyspan: The Art and Science of Thriving in Life's Second Half Website On CBS Mornings with Gayle King and team (4 minutes) ____________________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Ageism Unmasked – Dr. Tracey Gendron The Joy Choice – Dr. Michelle Segar ____________________________ 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),...

September 7th is Grandparents' Day! Celebrate the grandparents in your life or reflect on your own grandparenting journey. This is a special Retirement Roundtable episode, where we invite previous guests to engage in a conversation with each other. Returning are Ted Page, author of the new book Good Grandpa: Stories from the Heart of Grandfatherhood, and Kerry Byrne, founder of The Long Distance Grandparent. They're bringing different perspectives on, and experiences with, one of retirement's most complex yet rewarding roles: modern grandparenting. This isn't the hands-off grandparenting of yesteryear. Today's grandparents face unique challenges. They must actively build connections, learn, leverage, and adapt to emerging technologies; and navigate changing family roles and dynamics, walking the delicate line between sharing wisdom and overstepping boundaries. We Discuss: How grandparenting has evolved Why modern grandparenting requires more intentionality How humor and fun create trust and lasting bonds How to navigate different parenting philosophies with adult childrenLeveraging technology while staying mindful of balance The powerful impact of sharing family stories and traditions Ways to create meaningful experiences across generations Kerry Byrne joins us from Toronto, and Ted Page joins us from Vermont. _______________________________ For More on Ted Page Good Grandpa: Stories from the Heart of Grandfatherhood Blog: GoodGrandpa.com – Nurturing the Next Generation _______________________________ For More on Kerry Byrne The Long Distance Grandparent FREE Printable Cheat Sheet to Help you Connect with your Grandchild from a Distance _______________________________ Podcast Conversations You May Like The Long Distance Grandparent – Kerry Byrne PhD Good Grandpa – Ted Page The Mindful Grandparent – Dr. Shirley Showalter _______________________________ Mentioned in This Podcast Conversation Dr. Becky ________________________________ 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 Grandparenting " Be there for them." - Ted Page On Connection "Having a relationship with a grandparent is not a ...

Ivy Zelman is one of the most respected voices in American housing, co-founder of Zelman & Associates, and now Executive Vice President at Walker & Dunlop, which acquired her firm in 2021 as the leading institutional research, advisory, and investment banking firm dedicated exclusively to the U.S. housing industry.Over the last three decades, Ivy has built a reputation for bold, contrarian analysis—famously calling the top of the housing market in 2005 and the bottom in 2012—moments that cemented her as a rare analyst unafraid to speak truth to consensus. That conviction has earned her numerous accolades, including recognition in Barron's 100 Most Influential Women in U.S. Finance for four consecutive years and induction into the California Homebuilding Foundation's Hall of Fame.In our conversation, we trace Ivy's journey from falling into equity research to taking the entrepreneurial leap in 2007, founding Zelman & Associates amid the looming financial crisis. We explore her approach to research and analysis—blending proprietary surveys with a nationwide network of builders, brokers, and lenders—to consistently separate signal from noise.We reflect on her evolution as a leader and entrepreneur, the culture she has cultivated with a team that has stayed by her side for decades, her love of Cleveland, and what it means to pay it forward today through teaching and mentorship as an Adjunct Professor of Finance at Case Western Reserve University, her memoir Gimme Shelter, and much more.00:00:00 - Catalytic Moments in Finance00:08:25 - Recognizing Blind Spots in Research00:11:27 - The Entrepreneurial Inclination00:11:55 - Building Conviction and Confidence00:15:54 - Vision for Success00:17:21 - Detective Work in Research00:18:45 - Cultivating a Strong Network00:22:20 - The Importance of Asking the Right Questions00:25:13 - Reconciliation with Reality00:26:35 - Navigating Market Sentiment00:28:13 - The Evolution of Zellman Associates00:30:38 - Personal Growth as an Entrepreneur00:34:06 - Leadership and Team Development00:36:01 - Maintaining Intellectual Honesty Post-Acquisition00:37:39 - Understanding the Value of Research00:39:15 - Cleveland's Unique Perspective00:42:10 - Paying It Forward and Mentorship00:45:38 - Lessons for the Next Generation00:47:23 - Contrarian Views on Market Trends00:49:17 - Balancing Work and Family Life00:51:20 - Hidden Gem-----LINKS:https://www.linkedin.com/in/ivy-zelman-64304616b/https://www.zelmanassociates.com/https://www.amazon.com/Gimme-Shelter-Skills-Street-Trailblazer/dp/1737709929-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Janki Lalani Gandhi spent nearly two decades in investment banking, advising founder-led brands like Supergoop, ILIA, Paige, and ALC before making a bold transition outside of corporate finance. Her career has earned her recognition as one of the Most Influential Women in Mid-Market M&A and a spot on WWD's Top 40 Under 40 in fashion and beauty.In this episode, Janki shares what she has learned along the way, from navigating male-dominated rooms to making high-stakes decisions without a playbook. She's built a leadership style that doesn't rely on being the loudest voice in the room.Timestamps:[00:00] Introduction[09:04] Lessons from early years in investment banking[12:38] Frameworks for assessing new opportunities[15:42] Janki's approach to high-stakes decisions with confidence[17:56] Leadership lessons and finding her own style[20:34] Staying grounded through family and personal values[23:44] Navigating motherhood, career, and the juggle[29:02] Advice for first-time founders entering competitive industries[31:46] The future of consumer brands, tech, and AILearn more about Janki by following her on LinkedIn.Follow Nancy Twine:Instagram: @nancytwinewww.nancytwine.comFollow Makers Mindset:Instagram: @makersmindsetspaceTikTok: @themakersmindsetwww.makersmindset.com

Over 100 networking calls, skipped meals, and 12-hour days from 10AM to 10PM… This is the brutal reality of investment banking recruiting — and how Daniel pushed through to land Ducera NYC.

Byron Lichtenstein, Managing Director at Insight Partners Byron brings over a decade of experience scaling M&A operations across one of the world's leading software investors. In this episode, Byron breaks down how Insight executes buyer-led M&A at scale, supporting CEOs across their 500+ portfolio companies from sourcing through integration. He shares frameworks for strategic positioning, the critical difference between types of M&A deals, and why strategy must drive every acquisition decision. M&A professionals will learn how to build repeatable M&A processes and avoid the common trap of unfocused deal-making. Things You'll Learn Strategic positioning framework: How to "write the S-1 on day one" and create a clear 5-year vision that guides every M&A decision M&A categorization strategy: The three core types of M&A (market consolidation, product expansion, geographic expansion) and how to execute each differently Integration execution: Why integration must be 100% of someone's job and how to build flexible 100-day plans that actually get executed ____________________ The Buyer-Led M&A™ Summit is back.The virtual event built for dealmakers who want to eliminate chaos and take control from sourcing through integration.

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)

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.