Podcasts about iq eq

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Best podcasts about iq eq

Latest podcast episodes about iq eq

Jersey Heard
Funds Focus: A Turning Point for Private Asset Management

Jersey Heard

Play Episode Listen Later May 23, 2025 44:52


Explore the funds landscape with Elliot Refson, our Head of Funds, Stuart Pinnington, Director, IQ-EQ and Sarah Townsend, Senior Counsel, Walkers in this Jersey Heard podcast episode. This discussion builds on insights from a newly released white paper produced in partnership with IFI Global, which highlights the forces reshaping private investment and the emerging opportunities for managers and investors alike.

Jersey Heard
Trends in Cross-Border Investment & Finance Structuring

Jersey Heard

Play Episode Listen Later Apr 25, 2025 37:29


Gain valuable insights into the evolving world of cross-border investment and finance structuring in this episode of our Jersey Heard podcast. Faizal Bhana, our Director for the Middle East, Africa, and India, hosts a compelling discussion with industry experts Emily Haithwaite (Ogier Group Partner) and Mirek Gruna (Regional CCO, IQ-EQ).

Thai PBS Podcast
โรงหมอ EP. 1066: ทำไมมนุษย์ทุกคนต้องมี IQ EQ และ RQ

Thai PBS Podcast

Play Episode Listen Later Dec 23, 2024 28:39


Dakota Rainmaker Podcast
Mastering Private Fundraising: Relationship Building, Market Shifts, and Sales Strategy with Nancy Vailakis

Dakota Rainmaker Podcast

Play Episode Listen Later Dec 17, 2024 42:21


In this episode of the Rainmaker Podcast, Dan DiDomenico, President of Dakota, engages Nancy Vailakis, Principal of Ancram IRBD, in a dynamic discussion about trends, challenges, and strategies in the private funds industry. Nancy shares her wealth of experience, offering practical insights for fundraisers and sales professionals navigating today's complex investment landscape.Nancy, a seasoned professional with over 18 years in alternative asset management, founded Ancram IRBD, a boutique placement agency and investor relations firm. Her expertise spans private equity, private credit, and real assets, focusing on niche strategies and first-time fund launches. With prior roles at IQ-EQ, Cerberus Capital, and BlueMountain Capital, and an MBA from NYU Stern, Nancy has built a reputation as a leader in fundraising and investor relations.The conversation highlights the evolving private funds market. Nancy emphasizes the increasing investor interest in defensive strategy sectors, such as industrials, business services, and healthcare. She notes challenges in liquidity, which have slowed allocations, but anticipates an improved fundraising environment in the coming year as interest rate decreases settle in and dealmaking continues to pick up.Nancy explains her sales process, focusing on relationship-building and understanding investor needs. She stresses the importance of aligning offerings with LP mandates, avoiding mismatches that can harm credibility. Nancy speaks about the flexibility her broker-dealer platform enables, to pivot between mandates based on market demand. Tools like CRMs and collaborative platforms enhance her efficiency, enabling her to track investor preferences, maintain strong relationships, and tailor pitches to meet specific needs.The discussion explores the value of meticulous preparation and professionalism in sales. Nancy advises young professionals to perfect their craft by mastering details, such as error-free communications and compelling pitch materials. She underscores that every interaction, whether an email or a call, can influence the success of a sale. Dan reinforces this, noting that while a first email might not close a deal, it can easily derail one.Nancy also shares her views on leadership. She attributes her success to a combination of data-driven decision-making, instinct, and deep industry knowledge. She highlights the importance of listening to LPs, understanding their unique constraints, and providing tailored solutions. Transparency and thoughtful communication, especially during challenging times, build trust and long-term partnerships.Looking ahead, Nancy remains optimistic. She sees opportunities in the evolving global fundraising landscape, particularly in regions like the Middle East and Asia. Despite the tough fundraising climate, she emphasizes the importance of resilience, specialization, and sticking to what you know best.This episode offers a masterclass in fund distribution and investor relations, providing practical takeaways for both seasoned professionals and newcomers to the industry. Nancy's focus on thoughtful relationship management and adaptability shines as a guiding principle for navigating the complexities of alternative asset management.

What Next?
EQ+IQ; the coaching equation for an AI workplace

What Next?

Play Episode Listen Later Nov 16, 2024 34:43


Engineer and business coach, Sairan Aqrawi focuses on merging technology and communication for success in leadership. She shares her journey from Iraq to the U.S. with nothing but $300 in her pocket and a million dreams. Now an engineer overseeing metro projects and a midlife coach helping women uncover their hidden talents, she says that it is IQ + EQ that leadership is really all about. As she highlights the need for courage, trust, and effective communication, she advises aspiring leaders to adapt, communicate, and maintain a growth mindset to help their staff discover and unleash their true potential. #Business #Leadership #Tech #Coach

請聽,哈佛管理學!
#151-1 除了IQ、EQ之外,你知道「CQ」可能是你成功的另一關鍵?

請聽,哈佛管理學!

Play Episode Listen Later Jun 3, 2024 20:46


【本集節目由 HBR領導者學程 贊助播出】 :: 哈佛談職涯 :: 愛因斯坦有句名言:「我沒有什麼特殊才能,只是有強烈的好奇心罷了。」 我們總是在履歷表上看到學經歷的表現,但你知道嗎?「好奇商數」可以成為你的利器。 如果你對「好奇商數」感到好奇,那就趕快來收聽這一集節目吧!

The VentureFizz Podcast
Episode 335: Ernesto DiGiambattista - Managing Director, Genesis Accel

The VentureFizz Podcast

Play Episode Listen Later Apr 29, 2024 63:52


Episode 335 of The VentureFizz Podcast features Ernesto DiGiambattista, entrepreneur and investor. This episode is the 2nd of three interviews that were recorded live at Suffolk University with Suffolk alums. Ernesto has a unique background that hits the trifecta of experience. He spent time in senior roles with larger enterprise corporations, then he founded a venture backed company called ZeroNorth which was acquired by Harness, and he's now an investor in early stage startups as Managing Director of Genesis Accel. Thus, he was able to provide a very unique perspective, not only around building companies but we also talk about some of the inner-workings of the venture capital industry. In this episode of our podcast, we cover: * The details behind EIEIO, which is the acronym that Ernesto uses for hiring, that being Energy, IQ/EQ, Experience, Integrity, and Organizational Fit. * Ernesto's background story and how he got his career started in the tech industry and how he landed his role at Bank of America and then as an executive at Sentinel Benefits. * What led him down the path of entrepreneurship and how he recognized the market opportunity that turned into ZeroNorth and the full lifecycle story behind the company. * What Ernesto and his partner, Tom Meredith, are targeting for investments. * The importance of understanding the fund dynamics of a VC firm like their deployment requirements and other key factors. * Common pitch mistakes that he sees from founders and why you should show customer retention and revenue growth. * His view on customer success at a startup in the early stage and why it might be more important than sales. And so much more.

The Leadership Launchpad Project
Focus on Focus! The Secret Weapon for Business Success (IQ, EQ & FQ)

The Leadership Launchpad Project

Play Episode Listen Later Apr 8, 2024 38:28


Sharpen your focus, the secret weapon business leaders are overlooking! In this episode, we'll delve deep into the power of focus for business success. We'll explore why focus is just as important as IQ and EQ (emotional intelligence), and offer practical strategies to increase your focus time at work. We'll also identify the challenges that hold leaders back from achieving laser focus, and equip you with actionable tips to get more done, finally! In this episode, Faris Aranki, the CEO of Shiageto Consulting, an organization that blends business strategy with emotional intelligence, joins Rob Kalwarowsky from Elite High Performance.  We talk about the success equation, success = IQ + EQ + Focus Quotient and the top tips on focus to take your leadership to the next level. Check out the Elite High Performance Legacy League community and get 30-day free at www.elitehighperformance.com/legacyleague  Find Faris Aranki at the following links: www.shiageto.com www.linkedin.com/in/farisaranki/ https://farisaranki.medium.com/ Find Susan Hobson, Founder & CEO of Elite High Performance, Top Leadership Coach & Author, at the following links: https://www.elitehighperformance.com/leadership-consulting/  https://www.linkedin.com/in/jumpstartliving/  https://www.instagram.com/susanlhobson/  https://www.tiktok.com/@susanlhobson  Find Rob Kalwarowsky, World-Renowned Leadership Coach & TEDx Speaker, at the following links:  www.elitehighperformance.com  https://www.howtodealboss.com/  https://www.linkedin.com/in/robert-kalwarowsky/ https://www.instagram.com/bosscoachrobk/  https://www.tiktok.com/@bosscoachrobk  Background Track - Geography by Infraction - https://inaudio.org/track/geography-pop-rock/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/leadershiplaunchpad/message

KehlaG: living in fierce alignment
E #393: how to leverage your IQ/EQ from the Gene Keys to self-regulate in a live launch

KehlaG: living in fierce alignment

Play Episode Listen Later Apr 5, 2024 17:37


In this podcast episode, Kehla explores the profound impact of leveraging both your IQ and EQ within your Gene Keys system to support self-regulation during a launch. She begins by contrasting traditional mindset or energetic work, often focused on aligning oneself with desired outcomes, with the empowering approach offered by the Gene Keys. Rather than relinquishing power by seeking external alignment, the Gene Keys empower individuals to take responsibility for their mental and emotional states throughout the launch process, free from external influence or distraction. The discussion delves into the Venus Sequence within the Gene Keys framework, highlighting how understanding and utilizing your IQ and EQ provide essential tools for managing mental blocks and emotional barriers. By uncovering patterns of behavior, self-sabotage tendencies, and innate methods of connection rooted in love, individuals gain insights into their authentic selves. Leveraging the Gene Keys to self-regulate in a masterclass launch is one the many aspects that Kehla covers in Masterclass Maven Tutorial Series. To join, DM the word 'MAVEN' on Instagram or sign up here. For the live mastermind, doors close April 7th and we begin April 8th. Check out Kehla's website Grab Kehla's Freebies Follow Kehla on IG Follow Kehla on Insight Timer   Thank you for taking a moment to listen, rate & share this podcast!

SEEing to Lead
IQ + EQ = Success with Mike James

SEEing to Lead

Play Episode Listen Later Mar 18, 2024 40:43


Meet Mike, a passionate coach, mentor, and leader dedicated to fostering positive change through the principles of MIRA: Mindset, Intention, Right Action. With 17 years of experience in guiding, leading, and building national programs designed to teach, train, develop, and inspire, Mike brings a wealth of expertise. His goal is to instill positive psychology principles and inspire communities of all sizes to become organizations for good. Recently venturing into Social and Emotional Learning (SEL), Mike aims to further amplify his impact. As the founder of Simple Healthy Life, Mike is committed to guiding individuals and communities towards personal and collective growth. He inspires introspection, fosters growth, and creates environments where personal and organizational transformation thrives.Key Takeaways:Instead of just talking about individual strategies, the questions need to be about the possible impact of consistent implementation of those strategies.We need to be proactive in teaching people to look inward at their own thoughts.Competing priorities make it difficult to be proactive without a large amount of focus in one area.IQ plus EQ equals success.Studies show that for every dollar you invest in social emotional learning, your benefit is equivalent to $11.Stay in Touch:Email Mike at: mjames5526@gmail.comCall Mike at: (781) 367-9298Check out Mike's websiteDon't Forget to Review the Show!I appreciate you checking out the episodes. I would mean a lot to me if you took a minute right now to subscribe, rate, and review on iTunes, Spotify, Amazon, or wherever you listen! It helps the show out a lot!Who am I?I've been an educator in Massachusetts for 23 years.  I'm finishing my 16th year as a building leader.  I'm a teacher centered Principal and passionate about continuous improvement and the idea that success is not a destination, but a process. I'm active on social media, vlog about continuous improvement on a weekly basis, and wrote a book also called SEEing to Lead as a way to help everyone improve education as a whole by promoting my “just cause”: improving the educational experience for as many people as possible by being purposeful, acting with integrity, and building character. SEEing to Lead Extras!Like the content, want to be a guest, or know someone who would? Reach out to me on Twitter at @DrCSJonesHave you taken the time to order and read my latest book! Seeing to Lead is filled with practical resources and personal stories to help you support, engage, and empower those you lead no matter your position!Jimmy Casas said, "If you are a leader who is looking to support, engage and empower your staff, then SEEing to Lead, by Dr. Chris Jones, is a book you will want to pick up and read. Dr. Jones reminds us that building capacity and helping others achieve personal success is the key to elevating your organization and leaving a lasting impact."Get your copy here! Don't forget to leave a rating and review for others. I would appreciate it!Subscribe to My Newsletter! We are all busy, often unsupported, and struggle to stay engaged! Here is a weekly resource that has something to support, engage, and empower you. Not to mention it saves you time by getting to the point! Increase your focus and become a better leader; no matter your position. Check it out here!Get in touch to schedule me for a workshop or presentation!This show is part of the Be Podcast Network. Our podcasts go beyond education as we know it — in any learning environment, formal or informal — and help you be the change you want to see. Learn more about the network and all our shows at https://bepodcast.network We're thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments

Career Dreams
094: IQ EQ & DQ

Career Dreams

Play Episode Listen Later Dec 5, 2023 34:26


Chase and Michelle explore a third-tier concept, DQ, which supports the importance of both IQ and EQ for leaders and teams. Chase and Michelle analyze five important questions for leaders to ask their teams, revealing how it shapes a supportive work culture. Michelle flips these questions, and emphasizes the importance of personal introspection and why we should ask ourselves these same questions. Tune in to hear insights that align each question with the DQ mindset. This episode provides practical tips for leaders and individuals alike, fostering a culture of continuous improvement, self-discovery, and demonstrating DQ.   Got a question? Ask us! Do you have a question you'd like to hear answered on Career Dreams? You can submit an audio recording of your question to be featured on an upcoming episode!    Like it? Share it! If you're finding value in exploring your Career Dreams through this podcast, please share it with your friends, followers and colleagues! Also, your ratings and reviews help others find the show...so please, let us know what you think! You can share your Career Dreams with us anytime via email: careerdreams@forumcu.com. To learn more about making your Career Dreams come true at FORUM Credit Union, visit our website:  https://www.forumcu.com/careers   Dream on!

Tech Leader Talk
How Tech Leaders Can Balance IQ, EQ, and Experiential Intelligence – Soren Kaplan

Tech Leader Talk

Play Episode Listen Later Sep 21, 2023 36:34


You have probably heard about IQ and EQ.  But have you heard about Experiential Intelligence? That's what I'm discussing today with my guest, Soren Kaplan – who wrote the book on Experiential Intelligence – literally!  His book is titled:  Experiential Intelligence – Harness the Power of Experience for Personal and Business Breakthroughs. Soren has been named one of the world's top management experts.  He has advised and led professional development programs for thousands of executives around the world, including Disney, NBCUniversal, Medtronic, Philips, and Cisco. Soren's mission is to inspire, educate, and empower individuals and organizations to harness the power of innovation and experiential intelligence for positive impact and growth. During our discussion, Soren explains how Experiential Intelligence can complement IQ and EQ. Soren also talks about how to build a Culture of Innovation in your organization. I'm sure you will get value from this discussion and pick up some insights about Experiential Intelligence you can start using right away. “If you amplify what you're already good at, you're really leveraging your core competencies and the strengths of your culture.” – Soren Kaplan Today on the Tech Leader Talk podcast: - How to leverage disruptive technology today  - What is Experiential Intelligence - Disruptive innovation vs. incremental innovation - Innovation culture audits - How Experiential Intelligence complements IQ and EQ Book: Experiential Intelligence by Soren Kaplan - https://www.amazon.com/Experiential-Intelligence-Experience-Personal-Breakthroughs/dp/1637742029 Connect with Soren Kaplan: Website:  https://sorenkaplan.com LinkedIn:  https://www.linkedin.com/in/sorenkaplan/ Thanks for listening! Be sure to get your free copy of Steve's latest book, Cracking the Patent Code, and discover his proven system for identifying and protecting your most valuable inventions. Get the book at https://stevesponseller.com/book.

The Brian Covey Show
Ep 99 - The Winning Leadership Strategy: How To Tap Into Your IQ + EQ w/ Brian Covey + Whitney Breer

The Brian Covey Show

Play Episode Listen Later Aug 14, 2023 45:02


Mentoring is not just giving advice, it's also listening to people. If you want to be a successful leader, you have to set the standards for yourself that you want people to follow!Whitney Breer, CEO of leadership development consulting firm Lebenskunst, has been sharing her knowledge and research on this topic for 25+ years.As a certified business coach, certified trainer for Change Management & Insights Discovery and certified stress and resiliency coach, Breer gives her insight on how to become a great leader by tapping into your IQ and your EQ. Breer has conducted multiple studies in positive psychology and is certified in Emotional Intelligence Tools (EQ-i 2.0 and EQ-i 360). Her clients include Bayer, Unilever, Lufthansa, Rotary Club Wall Street, KPMG and more.Learn more from Whitney Breer by reading her best-selling book, “Leadership Starts With You.”“Until you learn to lead people and people actually want to follow you, you are not fit to lead” - Breer

Brands, Beats & Bytes
REMIX: Album 3 Track 7 - James Cuthbert, President at Rock The Bells

Brands, Beats & Bytes

Play Episode Listen Later Aug 3, 2023 73:32


REMIX: Album 3 Track 7 - James Cuthbert, President at Rock The Bells James Cuthbert, President of Rock The Bells (Founded in 2018 by LL Cool J, the company is the preeminent voice for classic and timeless Hip Hop), previously marketing executive at BET and Red Bull and brand management at Coca-Cola, Kellogg's, and General Mills.Hey Brand Nerds! Back at you with a fantastic guest who has followed his passion and combined it with high IQ/EQ plus great tenacity from a chip on his shoulder to great success.  Also, congrats to Cuth (as DC likes to call him), LL Cool J, and the rest of the team at Rock The Bells for closing their Series A financing! Cuth shares dope stories with lots to learn including these highlights:   “Treat people the way you want them to behave.” Understand the difference between a product and a brand “Can get through no's, 20 no's if I have to” True to yourself- commercial and underground Understanding the highest emotional benefit to galvanize the community Find out more about Rock The Bells at:https://www.rockthebells.com#rockthebells #marketing #branding #bet #hiphop #sprite # cocacola #generalmills #kelloggs #redbull 

The Marcia Miatke Show
3 Components Of An Effective Leader: IQ, EQ & Embodiment (Ep. 169)

The Marcia Miatke Show

Play Episode Listen Later Jul 10, 2023 5:56


Download our FREE EQ Cheatsheet here  If you want to build your EQ follow our new page EQ Movement where we'll be dropping daily EQ education and tips. If you haven't already joined, join our FREE Emotional Intelligence FB group @eqmovement Let's stay connected Facebook: @marciamiatke    Instagram: @marciamiatke    LinkedIn: @marciamiatke    Twitter: @marciamiatke

The Modern CFO
The Intersection of Digital Transformation and Customer Experiences with Zhi Li of Customer.io

The Modern CFO

Play Episode Listen Later Apr 27, 2023 41:28


As customer expectations continue to evolve, marketers must adapt by delivering more personalized, timely, and efficient communication. This is where the online marketing platform Customer.io truly shines.Customer.io enables tech-savvy marketers to engage with their customers in a more meaningful way through emails, SMS, push notifications, and more. For the fast-growing SaaS companies that Customer.io serves, this capability could translate into stronger customer relations, higher conversion rates, and increased scalability.In this episode of The Modern CFO, host Andrew Seski talks with Customer.io CFO Zhi Li about his nonlinear career path, the impact Customer.io can have within organizations, how marketers can use AI as a fractional assistant, and more.Show Links Check out Customer.io Follow Customer.io on LinkedIn, Twitter, and Instagram Connect with Zhi Li on LinkedIn Connect with Andrew Seski on LinkedIn TranscriptPlease note that the transcript is AI-generated and may contain errors. The content in the podcast is not intended as investment advice, and is meant for informational and entertainment purposes only.[00:00:00] Andrew Seski: Hello, everyone. Welcome back to another episode of The Modern CFO Podcast. As always, I'm your host, Andrew Seski. Today, I'm joined by Zhi Li, CFO of Customer.io. Zhi, thank you so much for being here today. [00:00:21] Zhi Li: Thanks for having me. [00:00:23] Andrew Seski: So I'd love to talk about your career progression, the route to the CFO role, your first time as a CFO in earlier companies. But before we do so, I'd love to hear a little bit of background as to what you were interested even in undergrad and some of the first roles that you had, you know, right out of Penn.[00:00:41] Zhi Li: Yeah, yeah. So maybe just a little bit of myself and then we can probably launch into different topics that would go in there. But so I was born in China and then grew up in the Bay Area and then went to Penn. You and I just chatted about like Philly, which is the city that I really love. But after Penn, I actually started my career in Canada. So I was in finance at a wireless division of a large telco called Bell Canada. And then after that, I moved back to the US. So I worked in investment banking in New York in the tech group of Credit Suisse. So if you follow banking, you know, Credit Suisse might be called UBS or First Boston later on or something like that. So that's the some of the new dynamic there. But I learned a lot during that time in banking. Worked a lot as well but, you know, on many tech M&A and IP financing deals there and also get to interact with a ton of smart, hard-working, talented people. And then after that, I actually moved to Seattle cold turkey. And the backstory to that was my wife and I were both actually in grad school in LA. When I took the job to move to New York, I made a deal with her and say, Hey, you know, we need to transfer your grad school. She's got two more years. You know, whenever you are ready to leave, I'll hold up by end of the bargain. So no questions asked. When you're ready to leave New York, then I'll go. So the time came. This is probably like seven years ago. She says she wants to move to Seattle closer to her family. And then, I picked up and go. I did not know anybody in Seattle going in. But Seattle, I — now, like it's home for me. So I love it. It reminds me of maybe the Bay Area when I was, you know, many, many years ago, you know, back in high school when I kind of grew up in the Bay Area. So but yeah. So now, I'm in Seattle. I focus on helping fast-growing SaaS companies, helping them scale. So, you know, the one of the company was Skytap, which is a Seattle-based enterprise SaaS company. And we did a number of transactions, including a Series E Round led by Goldman Sachs. And then after that, I was with MedBridge. So it was a growth P/E-backed company, and we sold the company from one growth P/E to another growth P/E. And now, I'm at Customer.io. So very happy at the momentum and everything that we have here at the company. So just really, I think, very fortunate to be part of this growing story with Customer.io. Yeah, so that's generally the work background.[00:03:07] Outside of work, I also, you know, spend time doing the alumni interview for the Penn undergrad admission, which I always find super refreshing to see the fresh applicants every year. And I've always been amazed with the quality of the applicants. And then also, I'm on the board of an organization called LCYC — Legal Counsel for Youth and Children. So we're focused on advancing the rights of our youth and children so.[00:03:35] Andrew Seski: That's a pretty incredible resume. I want to — we're gonna pick it all apart, but let's start right at your last and current role right now, Customer.io. And I'm curious to know first, what attracted you to the firm, the leadership, maybe some of the cultural ways that the firm's been building out over the last decade, and also maybe the value add of working together. I know there are a million SaaS solutions out on the marketplace today. The venture world has been in flux over the last few years. So I'd love to learn a little bit more about the firm, how you're delivering value to clients, and what got you most excited. And you've been there for about two years now, so, you know, maybe bring us back two-ish years.[00:04:19] Zhi Li: Yeah, yeah. So just a little bit about Customer.io. So we're a leading multi-product, customer engagement platform. I think today, it's actually super exciting day 'cause we have our new launch of customer data pipeline that we launched today for early access. So, you know, throughout the last 10 years or so, our core product has been the Customer Engagement Platform, where we allow tech-savvy marketers to engage with their customers through emails, SMS, and push notifications, and also in-app messaging. And now, we also allow a new product called the Data Pipelines, so we can leverage first-party data to create more unified view for our customer records. So super exciting. [00:05:00] And I think what really attracted me — with my background, I've looked at a ton of software SaaS companies and looking at like their value and their potential. I was really attracted to number one, it's founder-led. So Colin, our CEO, has been there from day one. He's got this really long-term vision, and I really kind of feel aligned with that vision. And also, we are very horizontal in terms of like our approach to our customers. So we want to partner with early tech companies. So if you're like a VC-backed early company, we want to be partnered with you early on and grow with you, and then just try to be, you know, as you kind of advance and mature as a company, we will be part of that. And so throughout that journey, we were able to provide a lot of value for you to engage with your customer. The company's also fully remote, which I find super refreshing as well. When I joined, it was just right around the COVID time, so people are like definitely warming up to that remote idea. But the company has been remote for a really long time. So the D&A really shows like in terms of the efficiency and how people interact async across the globe. So that's been a really great experience for me. And like I said, just very excited about the future where we continue to roll out a more rich experience for our customers through new products and new solutions. [00:06:19] Andrew Seski: That's really exciting. I appreciate that. I'm sure the audience will appreciate it as well and be able to check out the solutions themselves. [00:06:25] I want to go back to early career and discuss some of your original curiosity across all of the different types of deals that you were seeing. One of the things that's really apparent at this point after I've done so many of these interviews with CFOs tend to be just fearlessly curious, whether it is in learning something new, really being entirely detail-focused as they're reading financial statements, and looking for opportunities to improve constantly. And it tends to then iterate in, you know, Big Four audit, where you've got a ton of different companies to go through or consulting or sometimes even other types of leadership positions. So I'm curious where that initial curiosity came from and if that has augmented your career path, whether it is at Credit Suisse or elsewhere.[00:07:18] Zhi Li: Yeah, and I think it's funny because I think back. Earlier on, I didn't really have a full vision of like, oh, I wanna be this way. So we — I try to figure it out. But consistently, it's always been around like the finance field. So, you know, at the beginning, you know, I was in a just corporate finance role in a wireless division, but which at the time we're talking about like early 2000s, you know, we were kind of like going through this phase from landline telecom to wireless, like cellphones that kind of face. So there's a lot of growth in that area, and I was working from the company side. But I don't know if you recall. Like there was a big LBO kind of trend there — leveraged buyout trend — back in the early 2000s. So the Bell Canada was part of a deal for one of the largest, you know, LBOs at the time, which eventually actually didn't go through. But at the time, it would've been the largest deal in Canada at the time. So I was able to get involved on that deal from the company side, which really kind of opens my eyes and curiosity on like, oh, you know, on the other side of the table, you know, these are the things that are happening. So super interesting. So I kind of used that to craft my way up back to US. Took my MBA, and then I went into banking, and that kind of helped me continue that path to look at — in the tech space, I was part of the, you know, tech and telecom group. So being able to work on a lot of fast-growing companies with cutting, you know, advanced technology with some new trends looking at there. So during that time, able to work on a number of M&A deals, IPOs, and debt financing deals. So that really helps me open my eyes and being able to kind of be comfortable interacting with C-level clients as well as, you know, collaborating with law firms, right, the the teams from the law firms and also accounting teams, to your point, like the big forest on different transactions. So being able to kind of like drive the process forward, giving me that skill set was super valuable. And then at that time, I was really, even up until that time, wasn't really thinking about a CFO path eventually. But, you know, when I moved to Seattle, that was kind of a moment of, okay, I need to figure out how do I reposition myself because there are some banking presence in Seattle, but it's not a, you know, it's not a banking presence in comparison to like New York or San Francisco. So I decided to leverage my background and skill set to, you know, go into a fast-growing like startup companies. Seattle happens to be a very kind of cloud-based software company hub for a lot of like interesting and exciting companies. So I was able to get connected with some of the local VCs that get me connected with Skytap, which is one of the companies that we're preparing to do a round of fundraising. And they had aspiration to go IPO in a relatively short timeframe at the time. Yeah. So that's kind of how I went from banking into startups. And then through there, you know, going into CFO and doing different transactions, whether it's fundraising with the VCs or M&A or other things that we've been doing with Customer.io as well.[00:10:31] Andrew Seski: Yeah, it's really interesting to hear that you've been on both sides of the table. I think that it probably informs a lot of decisions, you know, whether you're communicating across boards or to investors, especially with, you know, expectation management and timelines. [00:10:45] But one of the things I'm curious is to learn a little bit about and share with other CFOs is some of the playbooks that you saw that worked really well either at Credit Suisse or things that other CFOs can do or communicate with founders in today's environment that you saw that were successful in the past.[00:11:05] Zhi Li: Yeah, yeah. I think when it comes to the interaction with the board, ultimately, it depends on the company and also the composition of the board. But yeah. I like to try to make sure that I'm always proactive in terms of the communication and be very transparent with them, laying out the potential, you know, upside or downside, and be pretty conservative about the recommendation and the assessment. And then, one thing that's always helpful is to have always be prepared with a the downside case or be prepared with like a plan B because that always comes up and trip up people. But if you actually had those things think through before the meeting or communication with the board or even, you know, with other investment communities or other partners that you work with, it helps your credibility and also kind of reinforces the confidence there. And I think that's part of that habit was built from my banking days when we would do these, you know, management case upside downside. So there's always the thinking of like how can I get things wrong? Like how wrong will I be and what is the impact if I get it really wrong? So that's always been kind of my mindset and my thinking.[00:12:14] Andrew Seski: Interesting. That's great. I really appreciate when people share frameworks to operate in. I think that's really valuable for the mix of different types of finance leaders. [00:12:23] I'd love to hear what you've learned recently in your new position. Just think about how CFOs of scaling businesses that's probably relevant to a lot of people who you typically have as clients, you know, scaling venture-backed firms. The CFO role typically is, you know, you've got the financial acumen but you also need a ton of EQ and leadership ability because you typically are wearing more than just one hat at any startup. So I'm curious as to how you think about leadership and the mix of IQ-EQ needed to be transparent, communicative, you know, sometimes it's an addition to the culture of the firm, especially as you hire a finance team. So I'm curious if you've learned anything recently or, again, seen successful playbooks as to how to contribute.[00:13:09] Zhi Li: Yeah, yeah. No, that's a really good way to frame it actually. So the way I think about this is I think the mix between IQ and EQ probably shift depending on the individual and also the company stage. So like for example, if you're a earlier stage, when you're like five to 10 people company, everybody is just diving deep. Like they're contributing on their individual, you know, expertise, building things from the ground up. So at that stage, everybody is like a one-person army. So IQ probably takes a higher mix in that scenario so that you can, you know, act very quickly and come up with creative solutions to solve a problem and make trade-off on a timely basis, you know, with very limited resources. Now, as you kind of mature and then your team grows and then the company grows, then you become like, in addition to individual contributor, you are also trying to inspire your team and you're trying to motivate them. You need to be able to relate to them and understand how you can, you know, like paint a picture of success and help them along the way. And that's where the, you know, slowly then the EQ becomes more and more important. And it's not going to be like a one-way direction for you to move just like from here to there. So being a leader, being able to kind of like recognize, you know, having the both IQ and EQ, but the trick maybe one step further to that in my mind and I think I'm still working on that for sure is how do you find the time. Like how do you recognize the moment when you dial like up or down, right? Like in today's environment with, you know, the reason Silicon Valley Bank, you know, chaos there and also like obviously, our market condition is super volatile. You wanna be, when you communicate, you need to dial up the EQ because you want to share and be transparent with employees about what has been going on, what are we going through, how are we preparing for different downside scenarios. Make them understand and paint the provide a context for them so that they understand we are, you know, working for their interests; that we are, you know, leading or partnering with them, you know, in the front line, not just like behind the scenes. So I think EQ is very important in that scenario, especially during the uncertain times, which seems to be always beyond there. So yeah. So it's maybe a long way to explain it, but I feel like it's gonna be a constant dial and that the better you are, you can pick up the moments when you know when it's like when to move it around.[00:15:38] Andrew Seski: Yeah, I really appreciate that. And I always kind of ask audiences and listeners to, you know, hit that 30-second back button and re-listen to a piece of the episode. I think that's really important that I think you might be the first person to say that it's not a static, you know, allocation of when you need to overcommunicate versus when you need to just strictly be heads-down and lead by example in terms of just staying focused, and I really appreciate that. There are different market environments. There are different things that could happen internally within the company where that sliding scale needs to be fluid and dynamic. I think that's a really great answer. [00:16:11] It sounds like we're kind of tiptoeing around your personal definition of what makes a modern CFO, so I'd love to get your take on that.[00:16:20] Zhi Li: Yeah, yeah. So I think of a modern CFO as it's like first and foremost a strategic partner to the CEO and the exec team. And oftentimes, maybe more increasingly, it's a CFO that is a leader leading in the frontline rather than maybe traditionally you might see CFO more like behind the scenes. They're equally effective, but, you know, it's just maybe a different style. And also, with the obligation of building relationships both internally and externally. So internally with like building your finance team, accounting team, and you're wearing multiple hats, but you're also dealing with stakeholders like other employees or even ex-employees if they have like stock option questions, for example. But externally, you're dealing with also, you know, board members, potential investors, you know, you keep a relationship with the capital market folks and vendors and all those people in the ecosystem that you keep in touch with. So being able to maintain the relationship, tell the story about company as well — that's super important. So it's no longer just someone that, you know, just provides the numbers or, you know, like be compliant on things. But someone that can actually be out there, you know, work alongside the rest of the leaders, with the CEO. [00:17:33] Andrew Seski: That's a great definition. [00:17:35] Zhi Li: Yeah. And then, maybe one thing I will say is having said that, I still wanna stress that, you know, that the baseline for you to be a functional, right, like highly functional CFO will still need to be some of the key competencies, like, you know, accounting, you know, making sure that the company's compliant, and the numbers gotta be right, for example. You gotta manage cash. Those are like not something that you'll forget, you know, just because you're trying to be in the front. You still need to make sure these core things are like welded in place. I call it the train's always gonna be on time, and then you can work on the other like things to improve you as a more modern CFO.[00:18:11] Andrew Seski: Got it. So you're the public face of the finance team, but you are the finance team. Finance now is table stakes in terms of, you know, leadership and all of the other things you need to be a great modern CFO.[00:18:21] Zhi Li: Yeah, exactly. [00:18:22] Andrew Seski: Got it. So I'd love to talk about — we've covered a lot of really impressive ways of describing frameworks and playbooks in our conversation already. I'd love to talk about some of the new technologies that are becoming available and how you manage focus and distraction for yourself personally, for your team, and, you know, the trade-offs of investing heavily in the latest technologies versus, as you said, keeping the train on time. [00:18:50] Zhi Li: Yeah, so there's a couple things. Like maybe we can frame it of like the, you know, the company's always trying to look for new tools and softwares to make our employees more productive. So that's always been a constant evaluation and trade-off based on the limited resources that we have. But one thing that's super exciting maybe as the second part to that is like all the new advanced development on AI, which, you know, I'm a finance guy, but like I'm super excited about the AI development that I'm seeing with the pace and innovation. So I feel like there's gonna be a huge potential for us. But obviously, a lot of unknowns still. So yeah. I'm happy to dive into some of those. [00:19:31] But maybe like just to walking back real quick is for technology. So being a modern CFO, my mindset is that we have to be very open-minded and fully embrace technology so that we can try to standardize and, you know, like automate most of the processes so that we can scale. And, you know, I went through the whole learning process where, you know, back in the day, like hardcore Excel in banking. But now over time, I'm like, Hey, you know, Excel plus Google Sheets for collaboration. And now, it's like, hey, cloud-based financial planning tool so that, you know, everything is easier, accessible, and share, and we can like control access and we can build a lot more things in a more kind of quality-controlled way. So it has evolved, like especially for me as well. But that's just one example. But that's happening across like different functions within the company. So a lot of times, it's kind of looking at how many people does it impact, and how does that translate to the company level impact for it, and is it gonna be like a one-time transition thing or long-term impact for us? So, you know, adoption rate assumption type things is really important because I don't want to launch something and then people only use it for like three months and then nobody gets to use it. [00:20:48] One thing that's maybe more timely these days with the volatile market condition is that when I look at vendors or new tools, I also do another layer of diligence just to see like, you know, are they well-funded, you know, or do they have a good track record? If we're gonna commit long-term relationship with them, like are they gonna run out of cash in the next eight months, which is a real concern for a lot of the companies out there. Like there are a lot of great companies that could, you know, get caught up in this environment today. And then, yeah. [00:21:18] So and then going into the AI topic, which, you know, I'm actually very excited about. And I start kind of playing with some of these, you know, use cases out there. One thing I feel that it's like, you know, you can think of AI being a fractional assistant for someone on the engineering team or on the accounting team or finance team where you can you have all the models and things like that, for example, but just ask AI to drill down on, you know, headcount on this month because things were fluctuating. You kind of know the general direction, but, you know, just have the AI to pull that and kind of get you 90% of the way, and then you just kind of like validate it and put in commentary and share with the team and do all that stuff. So that's a very — I think that's a use case that's probably available today or can be perfected really soon, given, you know, I'm looking at some of these developments. You know, it used to be it takes like quarters or a year for like the next version to be available. Now, it's like, oh, two weeks, you're gonna have another thing. So yeah. Like at this pace, it's gonna be hard for me to even keep up with it, but I feel like some of these core, you know, applications is gonna come out and it will be a huge tool for us. [00:22:33] Andrew Seski: Yeah, it's like compound interest. It's snowballing and the pace of innovation's incredible. So yeah. It'd be interesting to me to hear — I mean, sales and marketing are gonna be pretty disrupted. But do you picture — I think right now we all are starting to realize that we can have personal assistants help us individually streamline some of the repeatable and kinda onerous one-off things that we do every day. Do you think about this in terms of individual productivity or kind of market shifting — we don't do marketing or customer engagement in the same way we did in the past? It's a hard thing to predict, but kind of curious as to what you see in the future. [00:23:13] Zhi Li: We look at it from maybe like both angles, like from a customer-facing perspective. And, again, this is probably still changing view. So like, you know, things are changing. But the way we kind of think about it is from a customer-facing view, it's probably gonna be a very commoditized feature to have some kind of AI assistance or interface to product. So we would be probably experimenting — I think some of our competitors are already kind of looking at those as well — where with our product, you know, instead of building these key like workflows or, you know, journeys, we can have AI create templates for you or so we can get you like 50% of the way or maybe 80% of the way eventually or higher, so that, you know, you know, oh, you sign up with Customer.io. You wanna run this campaign. These are the top three, you know, workflows that if you just give me the names of like the data inputs you wanna do it, AI can kind of plug it in for you, and then you can just modify it. I think that's a very feasible thing that, you know, a company can do. So we will be looking at that to make sure that we enrich customer experience and make their, you know, life easier over time with AI. [00:24:26] And then when it comes to like internal, the leverage of each employee has massively increased in such a way that like if you are like, you know, a subject matter expert of something, you know the right questions to ask. So like you're prompting the AI to do certain things for you. AI become an extension of you that your productivity will increase, you know, drastically. So I think of that as maybe from there, the output of that would be we will be able to roll out like, you know, new features or upgrades of like our products and things like that in a much faster pace, similar to some of the stuff you're seeing out there where, oh, maybe like every month or every week, you see some new things because the pace has been just like constant in the background with AI. [00:25:13] So that will — that's probably something that I'm excited to see how that works out. It's hard to predict, right? Like I think you might be able to get to 70% really quickly, but then each incremental percentage from there, it takes much longer. So when it gets from like 95 to 97, it's a much harder thing to do, even for AI so. But yeah. I'm watching. It's super exciting to see. [00:25:38] Andrew Seski: Yeah. You're making me think about how the venture and the private markets in general are probably going to shift pretty aggressively. And we went through this cycle in '21 of just scale at all costs. And if you're reporting to a board and they wanna see where those investors dollars are going, it's typically hiring to generate more output. And now, we're seeing some of that, like you mentioned, some of that reversion and there have been some pretty significant layoffs across the market. So it'll be interesting to see the next, you know, whoever's at Y Combinator a couple of weeks ago how big their teams are gonna be in a few years or if they're not gonna be the giant teams of the past. So it's super interesting. I think the ecosystem's gonna change a lot.[00:26:18] Zhi Li: Yeah. And like the extension of that point, too, right? On a VC level, like maybe you look at a Series A company in the past and maybe it's a 10-people company you're trying to get to a certain scale. With AI, fast-forward maybe many months from there, you probably only need two people. So you're maybe the funding round, the dollar amount has changed, but you can probably get to the same reach of the scale. So what do you do if you have a VC that's, you know, you raise a fund that's based on a certain kind of like deal flow because you're writing a check size at this level, but now it's only like, oh, instead of 10 people, you only need two people or like instead of 200 people, you only need like 50 people. You write a smaller check. You might have a higher return from there. But then, how do you allocate the rest of the dry powder? Yeah, I mean, it's the all new questions that I don't have the answer for, but I can totally see that, you know, the wheel's turning for everybody, looking at, you know, these developments.[00:27:15] Andrew Seski: This might be a tricky one 'cause I'm not sure I thought it through. But I'm thinking about the changing mediums of communication. I don't know how often you hear the cold email is just dead. It's just a flooded medium. I get, you know, hundreds of emails a day or, you know, I don't want a phone call coming into my personal cell or — I'm curious as to how the mediums of communication may change or the routes that are, you know, if we could identify, like you mentioned, an AI puts together, you know, a certain format that is the most effective, I'm really curious to think through what the future of those mediums or cadences may be that we're gonna be able to unearth as all this data becomes available where we know not only the right time to reach out, but how to do so at what medium and at, you know, in what with what messaging. So it's an interesting thing. I'm curious. I think I can see the automations taking place to generate insights. I'm very curious to see if there are gonna be any new types of mediums that arise through some of this.[00:28:18] Zhi Li: Yeah, yeah. And I think that's gonna follow. You're definitely right because that has evolved over time. When, you know, even when customer dial first started, it was a lot of like just primarily email. And then over time, we added to, you know, push notifications. We then also did like SMS, and then we launched in-app messages. So we were trying to also make sure that we reach, you know, the audience through the different ways that they engage with their, you know, customers or their users. So that's continuing to evolve. And then, the mix of that will change over time. And I wouldn't be surprised if like, you know, there will be another element that adds to the lineup. And then, we'll try to make sure that, you know, we'll be part of, you know, like a world-class engagement platform for that median as well. [00:29:07] Andrew Seski: Very cool. Staying on Customer.io for just another moment, I want to bring us up a little bit higher to about 30,000 feet and think about what you're most excited about in the next 12 months, and then maybe expand even further out like three to five years, if you've got any idea as to what you're really excited. It doesn't have to be AI. It could be, you know, internal developments or even something personal. [00:29:30] Zhi Li: So I think we are in the near term for this year, for example, there are a lot of, you know, exciting product that we are we've been kind of cooking in the background and we're excited to roll it out this year. The Data Pipeline that we just we talked about earlier is one of them. And so we're excited to continue to execute on our roadmap to make sure that we provide a rich experience for our customers. And then, as we continue that journey, we know the power of having that, you know, like source of truth as a customer record. And we see it because we, you know, we see our customers using our product and then, you know, integrating with the different data inputs, and then they can drive actions from there. We see that having this as a core customer data record will enable us to add on to other experiences for them. So in addition to campaigns or marketing, we just talked about kind of the data integration. There will be many, many more things that we can explore. So that's what we're very excited about I think in the next three to five years. Continue to add, you know, different add-on features or product experience to that and make it more of a platform experience for the company. So that's the longer-term, you know, journey that we're on.[00:30:49] And then internally, I'm kind of still building out my team. So like I own finance, accounting, data analytics, legal, IT. I'm probably forgetting a couple. So with that team like, you know, I've been super excited about being able to, you know, providing a path for them to grow within the company, and then also kind of adding new talent to the team and seeing how with people now starting to work together and showing their potential and adding more productivity. So mentoring the team and growing that team has also been very, you know, rewarding for me as well. [00:31:23] Andrew Seski: Yeah, very exciting. I want to go expand even further out — my favorite question on the podcast. And this can be about something we've already talked about or completely out of left field. It could be something you're reading or personal opinion. But, you know, what's one thing that you feel is underestimated in the world today?[00:31:41] Zhi Li: Yeah. I think people neglect the value of the power of context. So what I mean by that is — and this is something I'm trying to improve as well. So I think when you provide the right context and, you know, connect the dots for people, it really empowers them to take ownership and really enrich their experience in that, you know, to getting to that success. So in a team environment, you know, instead of me, a lot of companies or other people might just, Hey, think of it as a science. These are the 10 steps in the workflow or the playbook. Like do it. Which has worked fine and, you know, that's totally good. But what I think about is providing the context for them so they understand what we're trying to achieve, and then they can craft their steps to do it. Along the way, we make mistakes, we learn better things, have some good surprises. But I think we all take more ownership that way. And then, the highly talented people I think really thrive when they have that freedom given the right context for any like goals or projects. And then, sometimes when I look at some people who are talented, but then they maybe they fail in a certain task and I kind of take ownership on that and maybe I did not provide the right context for them to really empower them to get to the right path. So that's something that, you know, like maybe people are more focused on in the past about driving the right behavior down to a science step-by-step. I'm kind of of the view that while that is important, let's make sure we, you know, provide the context, tell the story, connect the dots for them to make sure that they are also, you know, a principal, you know, stakeholder rather than just getting the step done.[00:33:20] Andrew Seski: I think that's a really interesting point. I was just reading an article about some of the cultural differences between founders who call their teams a family versus a professional sports team. And you think about a professional sports team, if it's not performing, people are traded. Owners may not invest as much in the next year. They're just harsh realities. In the context of a family, that is going to cause strife. It's just a it's a mix of expectations as well. So I really think it's an interesting concept. And I also think it's really important in terms of basic communications. You could expand that out into almost any conversation that you have in a kind of very politically loaded environment no matter what. If you can provide good context as to where you're coming from and the hope to explain an outcome in the way that you'd like, I think it's a really powerful tool. It also, like you said, it provides accountability to both parties in not just the outcomes, but in the communication levels because you have to both articulate that you understand the same goal.[00:34:26] Zhi Li: Yeah, and it's a very interesting like maybe a transition, too, because I think a lot of the companies when they are going from like a smaller company but they went through a very successful massive growth journey and then they realized that, oh, they're kind of like in between a family environment to a, you know, professional sports team. And there's probably not like a right or wrong either way. And a lot of people are probably trying to figure out in between. But the transition of it and maybe also like depending on the times of the market or like the life stage of the company, then you're trying to communicate the behavior change where — yeah, on certain things, like for us to scale, you know, it needs to be done a different way versus like back in the day, everything, it's, you know, honor system, you know, family-type feel. It's gonna be it's gonna go through some natural progression, and it probably doesn't need to be extreme like the just purely professional sports feel to it. And I think I value Customer.io where even though we've gone — so we're now about 230 people. When I joined, I think it was like a hundred, so like about 18 months ago or something. So we've gone through massive growth and, you know, we were able to keep all the good DNAs. I could be biased but, you know, I think we kept all the good DNAs, you know, as a, you know, fast company, but, you know, still keeping that, you know, closed, fully remote, you know, elements to it while adding new employees like new perspective, new experience into it, but still kind of jiving as a united, you know, force. So that's been, you know, very interesting to see. And we're definitely going through some of those transitions in terms of maybe, you know, policies and things like that for us to really tweak it. But we wanna make sure that we're not sacrificing I think some of the efficiencies or some of the prior experience that people take pride in with the company. We don't wanna water it down with just a bunch of processes and like workflows.[00:36:28] Andrew Seski: Yeah, that's a really good point. And it's a challenge for, you know, to measure growth and cultural consistency so 'cause priorities change, stakeholders sometimes change, ownership sometimes changes. All can have major impacts on culture. And I think it's so important because, you know, you may have a great idea as to what to do, but culture defines how you go about doing it. So I think it's a really important concept. [00:36:53] One of the last things I wanna cover today is some of your advice for aspiring CFOs. You had a nonlinear path, but I think, you know, you've also had a number of moves that you said you picked up and moved across the country a few times and you've lived in a few different places. How did you have some of the — where did the courage come from to make some of those transitions? And if people are thinking about a move for the CFO role for the first time, what would you recommend they start thinking about? [00:37:25] Zhi Li: Yeah, and I always love kind of going through or like chatting with people about, you know, their career journey and like when they make certain choices, right? I think for folks that are, you know, trying to make the move, there's a couple recent learnings, right? One that's fresh in my mind actually it's the Silicon Valley bank situation. So this is a very, maybe a common thing, but like just make sure you don't put all your eggs in one basket. We were exclusively banking with SVB and they're a bunch of great, great guys. We still keep our relationship with them. But when that situation came up, we were just — we are stuck. We couldn't get our things out. So I think just the lesson of that is, you know, try to make sure that you have always diversified your risk, and then don't put all your eggs in one basket. [00:38:15] And then also, this might be a hard thing for, you know, finance people because we like numbers and we like knowing things exactly. But a CFO, especially when you're operating in a fast-growing pace, you have to be comfortable with high degree of uncertainty. In a certain degree, maybe even embrace that. So that's probably a very counterintuitive thing where you go through finance, accounting, training, but like when you look at the numbers, like there's just a lot of variability to it. So I think of that as it's a skill to have — to be comfortable with uncertainty and to embrace that potentially the fear or the anxiety with that uncertainty because we're trying to achieve like some big goals. We're trying to, you know, make a lot of big impact for customers. It's supposed to be pretty nerve-racking. Like if you try to climb Mount Everest, it's supposed to be pretty, pretty tough. Like you shouldn't be like, you know, comfortable around it. So I think having that just accept the fact and just kind of take the challenge and make sure that you have upside downside case to kind of like frame your the ranges as you go through the navigate through the risk. Then, you can kind of really thrive on it. But maybe that's one thing. Like I think conceptually, it's a little bit contrary to people's, you know, by trade. [00:39:34] Andrew Seski: That's a really, really unique perspective because if you have an idea that you're in a high-risk environment and you can account for that level of variability and then you can continue to kind of recapture some of that control that I know most finance people really appreciate. [00:39:48] I want to give you the opportunity. Maybe you'll be back here in Philly talking to Penn students soon. But I wanna give you the opportunity to let people know how to learn more about Customer.io. Maybe if your career page we can link in the show notes if you're actively continuing to expand the team and your team specifically. Would love to know and direct people where to go if you don't mind.[00:40:09] Zhi Li: Yeah, yeah. So we are definitely hiring. So I think the best place to go is Customer.io. That's the address that takes us to the company page. Yeah. So you can do Customer.io and then slash careers, and then you can find all the open spots there. And then, you know, follow us on Twitter, on Instagram, on LinkedIn. And yeah. And I would love to keep in touch with you. And I've been saying that I'm gonna go back and visit Philly for a long time. So now, you're adding another reason for me to go back. My wife and I, we met in freshman year college at Penn, so we were kind of joking that maybe on one of these like anniversary years that, you know, this is like many, many years now that we'll go back to Philly and celebrate.[00:40:50] Andrew Seski: Well, can't wait for that day. There'll be cheesesteaks in the office for you waiting, and I can't wait for that day to come. Zhi, thank you so much for joining The Modern CFO Podcast, and I hope to stay in touch and I'll talk to you again soon. [00:41:04] Zhi Li: Thanks, Andrew.

Silver Fox Entrepreneurs - the maturepreneur show
The three main pillars to sharpen your business: IQ, EQ and FQ; with Faris Aranki

Silver Fox Entrepreneurs - the maturepreneur show

Play Episode Listen Later Apr 10, 2023 3:12


In this episode of The UnNoticed Entrepreneur, host Jim James meets with Faris Aranki, an effectiveness facilitator and coach, to discuss how he uses the tools that he learned to convert cold leads through engagement and voice notes on LinkedIn.Aranki explains the three pillars of IQ, EQ, and FQ, and how they can be combined to sharpen and master a business strategy, along with sharing his approach to making an engaging and memorable voice note on LinkedIn. He also shares some tips on how you can get your business noticed.Post-production, transcript and show notes by XCD Virtual Assistants Support the showAm I adding value to you?If so - I'd like to ask you to support the show.In return, I will continue to bring massive value with two weekly shows, up to 3 hours per month of brilliant conversations and insights.Monthly subscriptions start at $3 per month. At $1 per hour, that's much less than the minimum wage, but we'll take what we can at this stage of the business.Of course, this is still free, but as an entrepreneur, the actual test of anything is if people are willing to pay for it.If I'm adding value to you, please support me by clicking the link now. Go ahead, make my day :)Support the show here.

Mari Pada Baca
Review Buku Revolusi IQ/EQ/SQ - Taufiq Pasiak

Mari Pada Baca

Play Episode Listen Later Mar 31, 2023 33:37


Buku ini berhasil menyajikan temuan dan riset ilmiah kontemporer di bidang psikoneurologi dengan bahasa yang ringan dan enak dibaca. Dengan latar belakang dokter serta mahasiswa pascasarjana di bidang ilmu kedokteran dan agama, Taufiq Pasiak berupaya mempertemukan hasil kajian deduktif berdasarkan Al-Quran dan kajian indukatif yang berkembang dalam ilmu kedokteran. Ia juga memperkaya analisisnya itu dengan literatur filsafat dan psikologi sehingga buku ini memiliki keunikan tersendiri dibandingkan dengan buku-buku yang sudah ada. --- Send in a voice message: https://podcasters.spotify.com/pod/show/maripadabaca/message

KehlaG: living in fierce alignment
E #314: leveraging the IQ, EQ & SQ in Hypnosis

KehlaG: living in fierce alignment

Play Episode Listen Later Mar 15, 2023 19:56


In today's episode Kehla deep dives into why the IQ, EQ & SQ are incredible tools when it comes to Hypnotherapy and subconscious reprogramming. The IQ (intelligent quotient), EQ (Emotional quotient) and SQ (Spiritual quotient) are three spheres in the Venus sequence of the Gene Keys that are designed to energetically express our journeys between the ages of 14-21 (IQ), 7-14 (EQ) and 0-7 (SQ). Your IQ rules your psychology, your EQ rules your ideology, and your SQ rules your mythology. In this conversation, Kehla will take you on a journey of how you can infuse this into your hypnotherapy with your clients. Check out Hypnotic Keys Check out Kehla's website Grab Kehla's Freebies Follow Kehla on IG Follow Kehla on Insight Timer   Thank you for taking a moment to listen, rate & share this podcast!

Finovate Podcast
EP 159: Discussing IQ, EQ, and the importance of communication in this joint episode released with Banking on Digital Growth

Finovate Podcast

Play Episode Listen Later Jan 25, 2023 40:32


James Robert Lay turns the tables on Greg, interviewing him for the Banking on Digital Growth podcast. Listen in as they discuss big-picture trends in fintech and best-practices for engaging people across the fintech ecosystem.

The ET project
Sharpening your IQ, EQ and FQ to build strategic effectiveness for your business

The ET project

Play Episode Listen Later Jan 23, 2023 31:45


By now we should have settled into the new year and be coming to terms with how much there is to do. In our episode today, our destination is London. London baby as you will hear me say – a line I like to borrow from Joey Tribbiani of the TV series FRIENDS. Our guest is Mr. Faris Aranki - a strategy consultant and to use his own words, he's someone who's passionate about strategic effectiveness for all businesses and individuals. Faris founded a consultancy company with the unique name of “Shiageto” – more on the name during our discussion. So my own take on this consultancy is that it's really quite an interesting operation. The conversation with Faris is relaxed and we not only speak about how to use innovative consulting to support businesses in sharpening their operation, but also about making sure they follow the right strategy with the right effectiveness and the right focus, using the three pillars that Faris applies, and you'll hear us talk more about that in the episode. If you are a business leader of any size I'm confident you will find this conversation today of value.  Visit our website to access the episode notes, and guest site links and download the full transcript. Coaching 4 Companies

Eversheds Sutherland – Legal Insights (audio)
Discussing the FCA's regulatory hosting consultation with IQ-EQ - Episode 2

Eversheds Sutherland – Legal Insights (audio)

Play Episode Listen Later Dec 6, 2022 22:03


In the second episode in our podcast mini-series on the UK FCA's regulatory hosting consultation and with the implementation deadline looming, Stefanie Sahla-Jones and Ronald Paterson are once again joined by Andrew Shrimpton from IQ-EQ to discuss the implications of the new rules for AIFs and AIFMs.

Leadership Lifestyle Podcast
103. IQ, EQ or GQ…Which Q Are You?

Leadership Lifestyle Podcast

Play Episode Listen Later Nov 27, 2022 22:41


How do you show up?  Does it change based on who you're with?  Maybe it changes with the situation?  They say IQ gets you in the room and EQ keeps you in the room.  Have you thought about your GQ status?  In this episode of the Leadership Lifestyle Podcast, we talk about all 3 Q's.  Why they are important and how you can actually hurt you when you don't know which Q to use or how to use them.

The Leadership Rx for Women Physicians
IQ, EQ, PQ? What, why and how!

The Leadership Rx for Women Physicians

Play Episode Listen Later Nov 18, 2022 12:07 Transcription Available


Most people I know want to improve their relationships by being able to manage conflict better, and thereby reduce their stress. A high EQ has been shown to help in this area.By now most people know what EQ or Emotional Intelligence Quotient is and why it so important to succeed in every area of our lives.In this episode, I talk about EQ and what it means, and about PQ, the Positive Intelligence Quotient, it's relationship to EQ and how it helps enhance and increase your EQ so that you can build better relationships, defuse conflict and reduce your stress levels.If you find this valuable, please Like

1號課堂
【冠德名人書房】EP27|唐鳳:藉閱讀經典跨越時空,以數位溝通改變社會

1號課堂

Play Episode Listen Later Sep 23, 2022 69:34


本集節目由#冠德玉山教育基金會 授權提供

IQ-EQ Podcast
Between The Lines

IQ-EQ Podcast

Play Episode Listen Later Sep 20, 2022 23:28


In this episode of Between The Lines, Darren Mooney, managing director at IQ-EQ, dives deep into IQ-EQ's proprietary compliance tool, gVue. gVue is a comprehensive solution for managing and monitoring a business's compliance activities. Darren talks with Steve Piaker and Tanu Suneja of Ten Coves Capital, Jenny Herman of Additive Advisory and IQ-EQ's Melsa McGarey, director, and JP Gonzalez, Chief Commercial Officer, The Americas. During this show, you will hear about how gVue helps businesses from different perspectives, and how it can streamline compliance processes and procedures.

Eversheds Sutherland – Legal Insights (audio)
Discussing the FCA's regulatory hosting consultation with IQ-EQ

Eversheds Sutherland – Legal Insights (audio)

Play Episode Listen Later Jul 25, 2022 20:44


In our latest Financial Services podcast, Partners Ronald Paterson and Stefanie Sahla-Jones are delighted to be joined by IQ-EQ's Chair of Regulatory and Compliance, Andrew Shrimpton to discuss the UK Financial Conduct Authority's (FCA) regulatory hosting consultation. They cover the key proposals in the FCA's regulatory hosting consultation, the benefits of regulatory hosting and what appointed representatives need to do to comply with the FCA's minimum expectations.

IQ-EQ Podcast
Women in Alternative Assets - Episode 3

IQ-EQ Podcast

Play Episode Listen Later Jun 29, 2022 32:50 Transcription Available


In this episode of our 'Women in Alternative Assets' podcast series, IQ-EQ's Anne Marie Costet is joined by Sandrine Henton, Managing Director of EG Capital, who is looking forward to exploiting a new strategy which invests in young people and women to deliver measurable financial returns and impact.  During the session, Sandrine shares her views about recognising the risk perception of bias when investing in an emerging market such as Africa, and the potential for generating alpha by investing in frontier markets. She also discusses several biases in investment decision-making in the industry. 

Flumadiddle
Hey Mr. Smarty Pants: IQ, EQ and the other types of intelligence

Flumadiddle

Play Episode Listen Later Jun 19, 2022 43:13


Keith and Jon here at the Flumadiddle Psychological and Brain Science Institute here in Vienna. Today we are gonna be talking about brains! and types of intelligence. Most of us have heard of IQ and emotional intelligence but we wanna dive a little deeper than that.   So join us as we talk about the many different ways that one can intelligently relate to the world and those around them.

IQ-EQ Podcast
IQ-EQ Masterclass for First Time Fund Managers – Episode 1

IQ-EQ Podcast

Play Episode Listen Later Jun 14, 2022 49:24 Transcription Available


IQ-EQ is delighted to share a recording of the first of our online masterclasses for first-time fund managers, developed in association with IQ-EQ Launchpad. This session, led by IQ-EQ training manager Carmel McCartney, examines the challenges facing first-time fund managers and how to overcome them.Throughout the session, Carmel discusses problems that may arise during the set-up process, calculating cost-time efficiency, and preparing for the unknowns. She also provides an overview of four success factors that IQ-EQ believes are critical to launching a maiden fund successfully.

IQ-EQ Podcast
Women in Alternative Assets - Episode 1

IQ-EQ Podcast

Play Episode Listen Later May 24, 2022 23:44 Transcription Available


In this first episode of our 'Women in Alternative Assets' podcast series, IQ-EQ's Rachel Aldridge is joined by Shefali Roy, an award-winning angel investor who invests globally in start-ups within the Fintech, Creator Economy, FemTech and Future of Work sectors.During the session, Shefali shares her views on the industry's gender imbalance across regions as well as key barriers that women face in allocating investment capital, and gives advice to women raising their first fund.

During the Break
Florida vs. Disney - Social Media vs. IQ/EQ - Elon vs. Twitter - MORE on Of-By-and For the People!

During the Break

Play Episode Listen Later Apr 25, 2022 100:01


Of-By-and For the People: Consversations centered around headlines and the American experiment! Today we talked about Florida vs. Disney - Social Media vs. IQ/EQ (mean vs. reality) - Elon vs. Twitter - MORE Thanks to: www.buchanandisability.com === THANK YOU TO OUR SPONSORS: Granite Garage Floors of Chattanooga: https://granitegaragefloors.com/location/chattanooga Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ MedicareMisty: https://medicaremisty.com/ The Barn Nursery: https://www.barnnursery.com/ Rent-My-Equipment: https://www.rentmyequipment.com/ Please consider supporting the podast by becoming a Patron: https://www.patreon.com/duringthebreakpodcast This podcast is powered by ZenCast.fm

Of-By-For the People!
Florida vs. Disney - Social Media vs. IQ/EQ - Elon vs. Twitter - MORE on Of-By-and For the People!

Of-By-For the People!

Play Episode Listen Later Apr 25, 2022 100:01


Of-By-and For the People: Consversations centered around headlines and the American experiment! Today we talked about Florida vs. Disney - Social Media vs. IQ/EQ (mean vs. reality) - Elon vs. Twitter - MORE Conversations centered around the American Experiment and our Constitution and Bill of Rights! Our goal is to provide different perspectives - give historical context - model how to talk with those whom we may disagree with - tie foundational principals to today's headlines - PLUS, have some fun along the way. Please leave us a review and share with your friends! Brought to you by The Rug Rack and Home Decor: www.rugrack.com Brought to you by Eric Buchanan and Associates: www.buchanandisability.com This podcast is hosted by ZenCast.fm

Cracking Cyber Security Podcast from TEISS
Deploying AI in attack prevention and incident response

Cracking Cyber Security Podcast from TEISS

Play Episode Listen Later Apr 12, 2022 49:49


This is the audio-only version of our twice weekly cyber security talk show, teissTalk.  Join us twice a week for free by visiting www.teiss.co.uk/teisstalk On this episode, we focus on the following news story;Internet Organised Crime Threat Assessment (IOCTA) 2021 https://www.europol.europa.eu/publications-events/main-reports/internet-organised-crime-threat-assessment-iocta-2021 The panel discussion is titled “Deploying AI in attack prevention and incident response” https://www.teiss.co.uk/teisstalk/deploying-ai-in-attack-prevention-and-incident-responseThis episode is hosted by Geoff White  https://www.linkedin.com/in/geoffwhitetech/  Our Guests are Philipp Amann, Head of Strategy, Europol - EC3 https://www.linkedin.com/in/philippamann/ Alexandre Pieyre, Group Head of Information Security, IQ-EQ https://www.linkedin.com/in/pieyrealexandre/ Alix Melchy, Vice President of Artificial Intelligence, Jumio https://www.linkedin.com/in/peamelchy/ 

The Socially Desi Show
Establishing an ecosystem to develop and support the IQ, EQ and CQ of a child ft. Nitin Bindlish | EP91

The Socially Desi Show

Play Episode Listen Later Mar 17, 2022 37:24


It takes one belief to change the world,” is what Nitin Bindlish, the founder and CEO of Mom's Belief, lives and swears by. He is a TEACCH-Certified Autism professional, NLP Master Practitioner, certified by the Thompson Centre for Autism & Neurodevelopmental Disorders, University of Missouri, USA.Mom's Belief is an innovative and research-driven holistic care provider for children with any kind of emotional intelligence and developmental needs. They also support parents, professionals and caregivers of children with special needs like Autism, ADHD, Down Syndrome, Learning Disability, Intellectual disability, or any other developmental delay.Today we discuss how we can establish an ecosystem to develop and support the IQ, EQ, and CQ of a child with Nitin.Check out Mom's Belief: WEBSITE | INSTAGRAM | FACEBOOKCheck out Socially Desi: WEBSITE | INSTAGRAM | LINKEDINFollow or subscribe to our podcast to stay up to date with the latest episode and more of such conversations.

IQ-EQ Podcast
Fund Finance – Latest Market Developments

IQ-EQ Podcast

Play Episode Play 52 sec Highlight Listen Later Dec 6, 2021 37:12 Transcription Available


IQ-EQ is delighted to share this podcast, which is a recording of our Fund Finance – The Latest Market Trends webinar that was broadcast on 1 December 2021. There has been substantial growth in the fund finance market over recent years, with more and more funds seeking subscription line and NAV financing, and we anticipate that 2022 will be a year of further growth and innovation.To further investigate what we see as trends for 2022, we were delighted to be able to broadcast an in-depth webinar on the topic of “Fund Finance – Latest Market Developments”.You will hear from our panel of fund finance experts, who were asked for their views on the upcoming market trends, by moderator, Emmanuelle Dotezac, Director, Funds, IQ-EQ UKParticipating in this expert panel were:• Augustin Duhamel, Managing Partner, Investment Committee member and co-founder of 17Capital in 2008• Camille Defaye, Chief Financial Officer, Latour Capital• David Checoury, President, Stanhope Capital SAS• Sarah Lobbardi, Founding Partner, Avardi Partners• Gregory Beauchamps, Head of Fund Structuring, Tikehau Investment Management

IQ-EQ Podcast
IQ-EQ Crossroads 2021 – The rise and rise of private capital

IQ-EQ Podcast

Play Episode Play 44 sec Highlight Listen Later Dec 6, 2021 88:08 Transcription Available


IQ-EQ is delighted to share this podcast, which is a recording of the third and hybrid edition of our flagship event, IQ-EQ Crossroads, on the topic “The rise and rise of private capital, which we hosted in London, on 16 November 2021. At this year's event, we sought investors' views on the private capital landscape, their areas of interest and sectors of focus, as well as what is most exciting and most challenging about investing in the private capital industry today. Nomura was our co-sponsor on this event.We were very excited to have Diana Noble, Non-Executive Director, Bank of England, as our headline speaker at this event. She is also the founder of Kirkos Partners, an advisor to leaders of Private Equity firms.Diana's background is in private equity, venture capital and international development. She was a partner at Schroder Ventures (now Permira) for 12 years and founded e-Ventures and Reed Elsevier Ventures. Diana was the CEO of CDC, the UK's £5 billion development finance institution, from 2011 to 2017. She joined CDC after five years with the Clinton Foundation's Health Access Initiative where she oversaw the programme to give children equal access to HIV/ AIDS care.Steve Sokic, Group Head of Private Wealth moderated our discussion panel which included  Mark J. McDonald, Global Head of Private Equity, DWS; Winston Chesterfield, Founder, Barton Consulting, Guy Hayward-Cole, Managing Director, Head of Advisory EMEA, Nomura and Hugh Stacey, Executive Director, Investor Solutions.

IQ-EQ Podcast
IQ-EQ CFO e-Lab - Evolution of the Private Funds CFO

IQ-EQ Podcast

Play Episode Play 57 sec Highlight Listen Later Dec 6, 2021 46:50 Transcription Available


IQ-EQ is pleased to share the fifth podcast in our CFO e-Lab series, and is a recording of our webinar, which took place on 7 December 2021. During this session, we sought to discuss the impact of technology and CFO Support services on the role of the private funds CFO. In this episode, introduced and moderated by J.P. Harrop, Group Funds Advisor, IQ-EQ, we were joined by the following expert panelists: Sanjay G. Tolani, Head of Private Markets, Europe, FIS, LondonBoris Onefater, Chairman & Global Head of Outsourced Services, Constellation Advisers LLC, part of IQ-EQ, New YorkRazzak Akbar, Chief Financial Officer, Freshstream, LondonFollowing the presentations, we hosted a Q&A session with questions from the audience, which rounded off the session. 

The NJ Podcast
Everyday Series | Season 1 | Transformational Choosedays | 019 | IQ, EQ OR GQ?

The NJ Podcast

Play Episode Listen Later Nov 16, 2021 7:15 Transcription Available


In this episode, we talk about what is more important: IQ, EQ or GQ?

Leadership Conversations
Ep1 - Dr. Vipul Saxena, Executive Vice President-Group HR for 20,000 staff on IQ, EQ and SQ, Being a Fighter Pilot, 10 Factors for Employee Wellbeing, and More

Leadership Conversations

Play Episode Listen Later Oct 28, 2021 51:59


Name: Dr Vipul SaxenaCurrent title: Executive Vice President-Group HRCurrent organisation: Sutlej Textiles and Industries Ltd (KK Birla Group)A seasoned HR professional with sharp Techno- commercial skills and fair business acumen. PhD in Organisation Behaviour, Aeronautical Engineering, ex Pilot. LLB, Black Belt in Lean Six Sigma, TPM, TQM, Dr Saxena has hands-on experience in Business Excellence and Organisation Culture, Change Management and Employee Engagement as Global CHRO & SBU Head dealing with multinational, multicultural Blue and White coloured workforce.

Michael Covel's Trend Following
Ep. 1009: IQ, EQ, Decide, Science with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Play Episode Listen Later Sep 24, 2021 21:20


Please enjoy my monologue IQ, EQ, Decide, Science with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

MONEY FM 89.3 - Your Money With Michelle Martin
IQ EQ DQ: New Intelligence in the AI Age

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Aug 4, 2021 19:25


Michelle Martin and Dr Yuhyun Park, Author of IQ EQ and DQ: New Intelligence in the AI Age discuss the Digital Intelligence framework, tracking children's online safety and adapting to the cyber pandemic. See omnystudio.com/listener for privacy information.

早餐英语|实用英文口语
英语美文-逆商

早餐英语|实用英文口语

Play Episode Listen Later Jun 23, 2021 2:04


WX: jessica66001,获得卡卡老师的英语学习干货分享关注公号:卡卡课堂获取更多福利英语美文-逆商逆商 , 这是一个机遇与危机并重的时代。变化不断,挑战不止。面对莫测的未来,我们更需要拥有抗打击的能力,学会正确地识别和应对逆境,培养并提升个人复原力和韧性,而逆商(AQ)水平正是这一能力的体现。今天分享一篇关于逆商的英语美文。What is the most important quality for a person to succeed?一个人想要成功,最需要的能力是什么?You may be aware of that people have long been debating about whether it is IQ or EQ.你可能已经察觉,长久以来,人们一直在争论到底是智商还是情商。One of them measures how much you can master complexity.它们中的其中一个衡量的是你掌握复杂东西的能力。The other measures how much you can understand and control emotion.另一个衡量的则是你理解、控制感情的能力。Sure, they are both very important.诚然,它们都非常重要。But neither of them is the critical one.但它们都不是最重要的那个。General Patton once said: "I don't measure a man's success by how high he climbs but how high he bounces when he hits bottom."巴顿将军曾经说过:“衡量一个人的成功时,我并不看他能爬多高,而是看他能从多深的低谷爬起来。”And this quality is called AQ, which stands for Adversity Quotient.这种能力就是所谓的AQ,它指的是“逆商”。It measures how well you can handle adversities.它衡量的是你应对逆境的能力。Most people can do very well when everything is fine.很多人在一切顺利的时候都能做得很好。But most of them will collapse once a great adversity comes and neither IQ or EQ can save them from that.然而一旦经历了重大的挫折,他们中的很多就会崩溃,而不管是IQ还是EQ都无法拯救这样的人。Can you handle an adversity? If not, make yourself.你能挺得过逆境吗?如果不能,那就强迫自己能。

IQ-EQ Podcast
IQ-EQ Virtual Debate: ‘Debt is dead. Long live debt!'

IQ-EQ Podcast

Play Episode Play 26 sec Highlight Listen Later May 24, 2021 43:25 Transcription Available


Private debt is an asset class that has fared strongly against the backdrop of the current global crisis. On 15 April 2021, IQ-EQ hosted an exciting virtual debate on the topic of ‘Debt is dead. Long live debt!' between experts Richard Vague and Gabriel de Alba, moderated by IQ-EQ's Group Head of Funds, Justin Partington.Richard Vague is the Chairman of the Governor's Woods Foundation and author of The Next Economic Disaster. He has previously been co-founder, chairman and CEO of Energy Plus and the co-founder and CEO of First USA and Juniper Financial. Gabriel de Alba is an international investor who has recapitalised, restructured and built businesses across the US, Europe, Canada and emerging markets.The debate addressed six core statements relating to private debt:1.     Private debt seems to thrive in crisis only. Agree or disagree?2.     Private debt is a safe investment in a changing environment. Agree or disagree?3.     Is this the right time for debt, and how best to execute a debt strategy?4.     ESG will ensure further transparency in private debt as per other asset classes. For or against?5.     Covenant-lite loans are often referred to as the scourge of corporate lending. Agree or disagree?6.     Debt is dead. Long live debt! Agree or disagree?If you'd prefer to read a recap of the key debate highlights, please click here.

IQ-EQ Podcast
IQ-EQ Masterclass: Responsible ESG reporting and how to avoid greenwashing

IQ-EQ Podcast

Play Episode Play 46 sec Highlight Listen Later May 24, 2021 9:39 Transcription Available


IQ-EQ's Hugh Stacey defines greenwashing and shares his insight into how to recognise it. He also outlines how regulators and investors are taking action and what asset managers can do to avoid the greenwashing trap.Hugh Stacey is the Executive Director of IQ-EQ Investor Solutions, which is a division dedicated to servicing the private markets portfolios of institutional and private investors with the latest technological platforms. Investor Solutions is powered by IQ-EQ Cosmos, our proprietary investor reporting tool that delivers real-time data and analysis across multiple investments, portfolios, funds and asset classes. It includes dedicated ESG dashboards enabling reporting against key ESG criteria and global sustainability benchmarks. 

IQ-EQ Podcast
Economic Substance – The reality and practical issues in the Isle of Man

IQ-EQ Podcast

Play Episode Listen Later May 21, 2021 37:23 Transcription Available


IQ-EQ is thrilled to share a recording of the third webinar within our global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. In this session, we focus on the Isle of Man. IQ-EQ's Group Investment Structuring Leader, Pascal Rapallino, kicks off the event by providing a brief overview of the series. He is joined by two expert panellists: Robert Rotherham, Partner at KPMG, and Craig Brown, Managing Director of IQ-EQ Isle of Man.Robert Rotherham presents the latest updates affecting economic substance in the Isle of Man, while Craig Brown elaborates on the best practices to ensure economic substance compliance.

IQ-EQ Podcast
Jersey as a jurisdiction for real estate structuring

IQ-EQ Podcast

Play Episode Play 43 sec Highlight Listen Later May 10, 2021 18:38 Transcription Available


In this episode, IQ-EQ's Head of Funds for Jersey, Malcolm Macleod, sits down with Grant Thornton's Jessica Patel and Ogier's Sophie Reguengo to discuss the merits of Jersey as a jurisdiction for real estate structuring.Jessica Patel is a partner in Grant Thornton's Real Estate & Construction team, based in London. She has significant expertise structuring UK and international property transactions with extensive knowledge advising clients on tax across the property investment and development lifecycle. Jessica works with a number of funds and REITs and leads M&A real estate transactions including due diligence and SPA advice for corporate acquisitions.Sophie, meanwhile, is a partner in Ogier's Investment Funds team in Jersey and the firm's multi-disciplinary Private Equity team. She is a highly experienced investment funds and regulatory lawyer with over 15 years in the funds industry, focused primarily on private equity and real estate structures. She advises private and public funds in relation to fund formation and raising capital, regulation, fund finance, acquisitions and sales, restructuring and winding-up.Together, they share valuable insight into why Jersey remains a jurisdiction of choice for real estate structuring as well as the most popular Jersey structures and the types of asset/investor using them. They also discuss the recent UK tax changes and wider tax considerations relating to Jersey, before sharing what they see as the hottest topics for real estate in 2021.

IQ-EQ Podcast
Carried interest: The latest tax developments in key Asian jurisdictions

IQ-EQ Podcast

Play Episode Play 33 sec Highlight Listen Later May 5, 2021 13:47 Transcription Available


In this episode, IQ-EQ's Jimmy Leong chats to Teo Wee Hwee, Tax Partner and Head of Real Estate & Asset Management at KPMG in Singapore. Together they discuss the taxation of carried interest, a hot topic for GPs and key factor in determining the attractiveness of a location for alternative investment managers. Asian investment hubs understand the importance of this aspect; for instance, Singapore offers a special rate on fund managers' performance fees and Hong Kong has recently issued a proposal to provide a tax concession for carried interest distributed in respect of private equity transactions. Wee Hwee has practised tax for over 23 years and has extensive experience in structuring single country and multi-jurisdictional funds with an Asian focus. He has expertise in fund formations and is familiar with fund platforms in Singapore, Luxembourg, Cayman Islands and Labuan among others, as well as tax efficient divestment planning opportunities for funds with multiple exit strategies. He is also an expert in structuring carried interest from both a corporate and personal tax perspective.

IQ-EQ Podcast
Mark Fordyce on Comprehensive Outsourced Solutions

IQ-EQ Podcast

Play Episode Play 58 sec Highlight Listen Later Mar 16, 2021 25:24


A conversation with Mark Fordyce about fully integrated back-office services on the Operational Leaders podcast with host Terrance O'Malley.  The podcast features leaders and innovators who discuss the business of running an asset management business. Mark Fordyce had an idea to create a firm that provides a full suite of outsourced services to alternative investment managers.  Then he executed on it.  The result - in 2009 Mark co-founded Blue River Partners which has since grown to become the preeminent outsourced service provider to the alternative asset management industry.In this episode, Mark talks about starting and growing Blue River Partners and a key early decision to combine legal and compliance support with accounting and operations.  He also discusses the advantages to outsourcing, the trend and gradual acceptance of the outsourcing option.  Along the way, Mark describes the recent acquisition of Blue River Partners by global Investor Services provider IQ-EQ and what that will mean for Blue River and how it reflects ongoing changes in the industry.

The Innovating Advice Show
How IQ + EQ = Real Financial Planning with Scott Frank [Ep65]

The Innovating Advice Show

Play Episode Listen Later Oct 13, 2020 39:02


As we look towards the future (and present) of financial planning, will technical knowledge carry the same weight? Are the necessary skills for delivering true financial planning shifting? Scott Frank, Founder of Stone Steps Financial, shares an equation he's been working on — that IQ + EQ = Real financial planning. He shares how the got there, including inspiration from Elizabeth Jetton's four key competencies, George Kinder's three questions and fellow financial planner PJ Wallin's illustrative star. Scott also gives us a full look into his business, from how it's evolved over the years, to the process he now uses that gets clients to take action on his recommendations and finding time to work ON the business and not just IN the business. Finally, Scott shares an easy and free SEO hack to boost your results on Google. Links, transcript and timestamps at https://innovatingadvice.com/post/episode65. Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business