Podcasts about managing director head

En la hora de la inversión Javier Pastor, Head of OTC en Bit2Me nos da consejos para tener exposición a Bitcoin o criptoactivos. En el Foro de la Inversión entrevistamos a Mario González, Managing Director - Head of Client Group – Iberia & US Offshore & LATAM de Capital Group. Y Félix González, Socio director general de Capitalia Familiar Eafi recomienda las mejores ideas de inversión en el consultorio de fondos.

En la hora de la inversión Javier Pastor, Head of OTC en Bit2Me nos da consejos para tener exposición a Bitcoin o criptoactivos. En el Foro de la Inversión entrevistamos a Mario González, Managing Director - Head of Client Group – Iberia & US Offshore & LATAM de Capital Group. Y Félix González, Socio director general de Capitalia Familiar Eafi recomienda las mejores ideas de inversión en el consultorio de fondos.

Background: Z/Yen's "Focus On" series highlights key business and financial centres from around the world. Here, we look at Ho Chi Minh City, Vietnam's most populous city and largest financial centre. This city is also known as the “Pearl of the Far East” with the charming heritage, dynamic, vibrant and innovative atmosphere, and friendly people. Vietnamese government sets out the goal to be a high-income country by 2045 and reach net-zero emissions by 2050. They also strive to turn Ho Chi Minh City into the international financial center (IFC) by 2045 and create distinct institutional areas for attracting foreign investors. Vietnam's Prime Minister is now leading the steering committee of the IFC project and this shows the government's determination. The IFC in Vietnam will provide opportunities to UK businesses in terms of expertise sharing, trade and investment. Speakers: Dominic Scriven's investing career spans nearly 40 years across London, Hong Kong and Vietnam. He studied at Hanoi University for two years before founding Dragon Capital in 1994. He has received an OBE from the British Queen, and a Labour Medal from the President of Vietnam. Dominic Scriven holds a Combined Honours degree in Law and Sociology from Exeter University. Nguyen Thuy Hanh has over 30 years of banking experience in Vietnam. Hanh leads the client coverage and product teams focused on driving the growth strategy for the bank's clients, people, shareholders, and communities. Under her leadership, the bank provides the banking products and services to 3 client groups through various product lines including, but not limited to transaction banking, financial market, capital market, securities services, M&A advisory, rating advisory, and ESG etc. She is also working closely with Vietnam government bodies, and market participants to implement the JETP and contribute to deliver the commitment of Vietnam in achieving net zero emissions by 2050. Hanh has held various important positions in SCB, including Head of Financial Institutions - Vietnam, Laos, and Cambodia (2010 - 2015); Deputy General Director - Head of International Corporate and Financial Institutions (2016 – 2017); Managing Director - Head of Commercial Banking (2018 – 2020); Managing Director - Head of CIB Client Coverage (2020 – 30/9/2024) and CEO & Head of Corporate and Investment Banking, Vietnam (1/10/2024 – Now). Hanh holds a Master of Business Administration of Solvay Brussels School of Economics and Management - Université Libre de Bruxelles. Andrew Oldland is a senior lawyer specialising in international financial regulation. He is a partner in the UK law firm Michelmores and was the firm's Senior Partner between 2017 and 2021. Andrew is ranked by the Legal 500 directory as a "Leading Individual". Andrew is a barrister, a King's Counsel and a part-time judge sitting in civil/commercial and criminal cases. He previously held a number of senior UK government roles as independent counsel including the Attorney-General's A list of counsel, standing counsel to His Majesty's Revenue & Customs and the Serious Fraud Office's list of counsel. Andrew has advised a number of governments on financial regulation, particularly in respect of common law based international financial centres.

DEBT CAPITAL MARKETS Moderator: Mr. Nikos Fragos, Partner -Karatzas & Partners Panelists: Mr. Riccardo Abbona, Managing Director Head of DCM & Risk Solutions, Greece & Italy - Barclays Mr. Vasilis Tsaitas, Group Chief Financial Officer – HELLENiQ ENERGY Holdings Mr. Vassilis Kotsiras, Corporate Treasurer – National Bank of Greece Mr. Morven Jones, Managing Director; Head of EMEA Debt Capital Markets Origination - Nomura Mr. Dimitrios Tsakonas, Director General - Public Debt Management Agency 26th Annual Capital Link Invest in Greece Forum Greece- Speeding Ahead Post Investment Upgrade Metropolitan Club, NYC | December 9, 2024

In the the final episode of Goldman Sachs Stories of Generation Growth, Michael Hayman and Charlotte Keenan reflect on what we've learned throughout our the series with seven incredible Goldman Sachs 10,000 Small Businesses alumni. From the importance of personal stories and purpose-driven leadership to the shared challenges in accessing talent and finance, each interview revealed critical lessons that highlight both the strength and the needs of the small business landscape in the UK. Generation Growth: The Small Business Manifesto was designed by the Goldman Sachs 10,000 Small Businesses UK programme to amplify the voice of small businesses and give them a platform to share their insights on the challenges they face. The opinions and views expressed in the report and on this podcast do not necessarily reflect the institutional views of , or constitute a recommendation from, Goldman Sachs or its affiliates.

In episode 78 the Investing in Impact podcast, I speak with Gavin Smith PhD, Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions, on his journey into sustainable investing and the evolution of ESG and SDGs.Gavin Smith, PhD, is the Managing Director and Head of Equity Research and Sustainable Investing at PGIM Quantitative Solutions. In this role, he leads the integration of ESG factors into the firm's investment platform and oversees research and analysis for Quantitative Equity portfolios.Prior to this, Gavin was a portfolio manager and a key member of PGIM's Research team, focusing on alpha and implementation strategies. Before joining PGIM, he led the North American Quantitative Research team at Macquarie Capital and held research roles at Barclays Capital and Plato Investment Management in Sydney, Australia.Gavin holds a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales, Australia.TakeawaysGavin's dual role combines quantitative equity research with sustainable investing.The evolution of ESG has been significant since the Paris Climate Accord.Data quality is crucial for effective ESG and SDG investing.Key metrics for evaluating companies include carbon emissions, water usage, and diversity.Engagement with companies is essential for improving data transparency.SDGs provide a framework for assessing the impact of investments.Greenwashing poses a challenge in identifying truly sustainable companies.The future of sustainable investing relies on better data and education.Investors are increasingly interested in the financial performance of sustainable companies.The integration of ESG and SDGs can lead to more impactful investment strategies.Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund's overall strategy. She is based in Toronto, Canada. Prior to Portage, Devon spent over ten years at CPP Investments, a C$539 billion fund as of March 31, 2022. She was most recently Managing Director & Head of Capital Solutions, overseeing financials, special situations and esoteric investments, and a member of the Global Leadership Team. Previously, Devon was a Managing Director in the Direct Private Equity team, where she focused on the financials and TMT sectors. While at CPP Investments, Devon was on the Board of Wilton Re, a Board Observer for Altice USA and served on various firm investment committees. Prior to joining CPP Investments, Devon was in Corporate / M&A at Linklaters LLP, a London-based multinational law firm, and started her career in M&A at BMO Harris Nesbitt in Chicago. Devon received a Bachelor of Commerce degree, with Great Distinction, from McGill University and a Juris Doctorate from Harvard Law School. She is also a CFA Charterholder and Chair of the Bishop Strachan School.

S3E58: Yuka Hata, Managing Director, Head of Fund Investments, Japan Investment The podcast 'Moments That Made Her,' hosted by Kelly Williams of the Private Equity Women Investor Network (PEWIN), presents an in-depth conversation with Yuka Hata, Managing Director and Head of Fund Investments at Japan Investment Corporation. Yuka shares her unique upbringing in Tokyo, her venture capital career beginning at Jafco, and her experiences navigating a male-dominated industry. She discusses her transition from Japanese firms to international roles, highlighting the significance of pursuing niche opportunities to establish credibility. Yuka also emphasizes the evolving professional landscape for women in Japan and her current role promoting venture capital ecosystems and diversity within JIC. The episode underscores the challenges, achievements, and pivotal moments of Yuka's inspiring career.Moments that Made Her is hosted by Kelly Williams, PEWIN's Founding Chair, and is produced in collaboration with Purple Photo Group.To learn more please visit pewin.org.

Welcome to the 10th episode of a collaboration between iCapital x Alt Goes Mainstream. Here's the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what's happening in private markets.In today's episode, Lawrence and I welcome a special guest. Hightower Advisors Managing Director, Head of Alternative Investments Robert Picard joins us to discuss the operational challenges and solutions in private markets.Robert has spearheaded the creation of the Alternative Investment Platform offering at Hightower, where he and the team curates investment opportunities in private markets for their advisor teams through research and due diligence. Hightower has 140 advisor teams that collectively manage over $150B AUM. Robert has a wealth of experience in private markets. He was instrumental in building four multi-billion dollar alternative investment platforms at The Carlyle Group / Rock Creek, Optima Fund Management, RBC Capital markets, and State Street / InfraHedge. Most recently, Robert served as Head of Alternative Investments at First Republic Wealth Management.On this episode, Lawrence, Robert, and I had a fascinating and lively discussion. We covered a number of topics, including:How wealth platforms like Hightower and infrastructure operating systems like iCapital are creating straight-through-processing solutions across the lifecycle of a private markets investment for the wealth channel.The importance of bringing alts directly to the advisor's desktop.Why improving the experience for advisors in private markets is critical to increasing adoption.Why it's important to build across the continuum of needs for different types of high-net-worth investors.The importance of customization and differentiation with private markets solutions for advisors.What is the biggest unlock to enabling greater flows of capital into private markets?What are the implications of opening up the alts superhighway?Thanks Lawrence and Robert for a great episode … looking forward to next month's conversation!

In this episode, Bill interviews Andrew Ang, a former Professor of Business and current investment expert at BlackRock, discussing the nuanced application of factor investing in both public and private markets. Andrew shares his journey from academia to industry, emphasizing the integration of data and technology in investment strategies. The conversation explores the critical aspects of factor investing, the democratization of sophisticated investment strategies for individual investors, and the potential of artificial intelligence in enhancing investment models. Listen in!

Wells Fargo Securities Managing Director, Head:US Large-Cap Bank Research Mike Mayo discusses regional bank turmoil over the last year and his outlook on the banking sector overall. He speaks with Bloomberg's Alix Steel and Scarlet Fu. See omnystudio.com/listener for privacy information.

Recorded live on the floor of Nicsa's annual General Membership Meeting in November 2023, in this episode, Bank of America's Lorna Sabbia shares her perspective and some of the key experiences and lessons that shaped her career.For more, visit http://nicsa.org/podcasts

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. On this week's episode, we're joined by a global data centre senior executive with over 20 years of experience in real estate, corporate finance, and operations. Kok Chye Ong joined real estate private equity fund management firm Gaw Capital in 2021 as Managing Director – Head of IDC Platform, Asia (Ex-China). He spearheads Internet Data Centre (IDC) platform investments for Gaw Capital Partners outside of the China region. Prior to joining Gaw Capital Partners, Kok Chye worked in the Keppel Group of companies for 10 years in a number of roles including being a Senior Vice President and since 2014, as the Head of Strategy and Global Investments at Keppel Data Centres, a regional data centre owner and operator with over 25 data centres spread across the APAC and European regions. He has international experience in data centres, telecom and submarine cable development projects. He has strong track record in fundraising, growing data centre businesses in key markets in Asia and Europe, and leading investment teams to acquire data centres in Australia, Malaysia, Indonesia, Singapore, Hong Kong, Germany and in the Netherlands. Kok Chye received his Bachelor of Accounting degree from the Nanyang Technological University in Singapore and graduated from the Sloan Fellows Program at Stanford University with a Master of Science in Management from the Graduate School of Business in 2007. He is a Chartered Accountant (CA) in Singapore and Fellow of CPA Australia (FCPA) and a member of the Institute of Singapore Chartered Accounts (ISCA) and CPA Australia. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

David Janashvili and Tom Heintzman of CIBC Capital Markets, join Siddharth Samarth, Managing Director & Head, Sustainable Finance to discuss key observations from this year's Climate Week NYC 2023 conference, and the important takeaways to help companies accelerate climate action.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group. Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management.He is is an active member of CFA Society San Francisco and serves as Co-Chair for the Member Programming Advisory Council (MPAC). Listen to the full interview, where Steve discusses alternative investing and private markets.CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

In this episode of Investing in Integrity, we engage in an enlightening conversation with Anne Ackerley, an esteemed executive at BlackRock. As the overseer of the US Retirement Group, Anne is responsible for over $1 trillion in assets, serving the retirement needs of millions of Americans.  With keen insights and unmatched expertise, Anne takes us on a captivating journey through her life and career in finance, starting from her roots as an investment banker at Merrill Lynch and eventually finding her way to BlackRock. She then discusses the secrets behind BlackRock's phenomenal growth and success; these being a relentless client-focused approach, an entrepreneurial spirit, and a steadfast commitment to risk management through their exclusive proprietary system. Anne also delves into the sweeping trends shaping the finance industry, such as the burgeoning impact of AI, the urgent need for environmentally conscious investments, and personalized finance solutions. This leads her to address the shifting landscape of the retirement age, as people live longer and redefine the traditional notion of elderliness. By shedding light on the challenges of retirement planning, Anne highlights the significance of understanding and monitoring risks in the face of global uncertainty. Join us for a valuable journey with Anne, where beyond sharing her wisdom, she encourages the young finance leaders of today to toil diligently, maintain a curious spirit, and exhibit compassion. We are sure that you'll enjoy this great conversation!

The following talent of the talent industry is: “The Invisible Revolution and the New Talent Priorities” by Joao Nunes, Managing Director-Head of Strategic Markets Latam of PageGroup

In this episode of Digital Transformation & Leadership Danny Levy talks to Wenbin Wong the Managing Director, GrabFin, where he oversees Grab's fintech business in Singapore. He works closely with partners and regulators to deliver services to Grab's users, drivers and merchant partners. Prior to this, he was the Head of Product for GrabFin, setting the vision and delivery of usable, innovative products that enable social and financial mobility across Southeast Asia. He joined Grab in 2015 and held various roles before assuming his current position, and was Chief Product Officer at Ovo and Director of Strategy at Grab. Grab is Southeast Asia's leading superapp, offering a suite of services consisting of deliveries, mobility, financial services, enterprise and others. Grabbers come from all over the world, and they are united by a common mission: to drive Southeast Asia forward by creating economic empowerment for everyone. Six in 10 Southeast Asian adults are unbanked or underbanked and nine in 10 do not have credit cards. Grab Financial Group (GFG) is a leading Southeast Asian fintech platform which aims to meet their needs by providing simple, transparent, and flexible financial products. GFG comprises GrabFin (digital payments, financing, insurance, rewards, and wealth management) and Digibanks - Grab's regional digital banking business. In the episode Wenbin shares insights on how they're establishing Grab as the #1 super app in Singapore and Southeast Asia, how they've made financial services more accessible for different user groups, how GrabFin has evolved post pandemic, insights on embedded finance, supporting the growth of everyday enterprises, BNPL integration, key lessons learned and how that is impacting what they're doing moving forward, and what's next for GrabFin. To connect with Wenbin get in touch via LinkedIn here - https://www.linkedin.com/in/wenbinwong/ or email wenbin.wong@grab.com For more information on Grab visit - https://www.grab.com/sg/ Are you getting every episode of Digital Transformation & Leadership in your favourite podcast player? You can find us Apple Podcasts and Spotify to subscribe. --- Send in a voice message: https://podcasters.spotify.com/pod/show/danny-levy/message

The following article of the talent industry is: “Opportunities for Tech Talent Beyond the IT Industry” by João Nunes, Managing Director-Head of Strategic Markets Latam of PageGroup

S02:E07 - Eileen Mancera, Managing Director - Head of Sales and Marketing, Post Advisory GroupMoments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way.Moments that Made Her is a production of the Private Equity Women Investor Network, also known as PEWIN, which is the preeminent organization for senior-level women investment professionals in private equity.PEWIN provides its members with opportunities to network, share ideas, make deep connections with peers, and empower each other to succeed. Our mission is to increase the profile of women in private equity, and its members represent institutions with over $3 trillion in assets under management.Moments that Made Her is hosted by Kelly Williams, PEWIN's Founding Chair, and is produced in collaboration with Purple Photo Group.To learn more please visit pewin.org.

A fascinating conversation with Managing Director & Head of Africa at CyborgIntell, Bryan McLachlan on the future of AI in the insurance industry.

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And I am joined today by a very special guest, Lale Topcuoglu, Head of Credit, Managing Director at Swiss Re.

Jason Thomas, Managing Director & Head of Global Research at Carlyle, discusses the latest on the markets. He spoke with hosts Doug Krizner and Kathleen Hays on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

If it takes a team of winemakers, pickers, marketers, accountants, and many more...It takes a Director of Operations to hold it all together.  Benoit Collard of Piper-Heidsieck is just that person.  From the farm to production, it takes a skilled motivator and compromiser to keep a winery functioning. You only get one harvest a year to make it right and the pressure is on. Meet Benoit Collard of the renowned Champagne house Piper-Heidsieck. He runs the show. And I think you will find his approach and philosophy is exactly what a Champagne house would need.  Listen to how he found the wine trade and the passion it takes to engage it. PK

Who is Marcus Strijdveen : Brand-Marketing | Business Development | Growth Marcus is an executive director in the creative industry, with over 20+ years of experience in Brand-Marketing, Business Development, Growth and Brand-Partnerships. Since 2016 he fills his days helping companies like Capitola and Media.Monks (world's largest creative digital production company) with Business Development, Growth and Brand-Partnerships. In addition he serves as an advisor for (mostly European) start-up's and VC's, with ambitions to expand their businesses in the US. Prior to making the step to the digital production world, he worked as Managing Director / Head of Strategy with global media and ad agencies like Carat Dentsu Aegis, OMD, Horizon Media and BBDO, handling clients as Levi Strauss, Heineken, Adidas, RedBull, Converse and FootLocker. Early 2000, he opened from scratch the European office for Horizon Media out of his home-place Amsterdam. That ultimately led to his move to Los Angeles in 2007. Marcus is also Co-Founder of Upcomers, a creative career accelerator for emerging creatives. The mission of Upcomers is to help Art & Design school students to land a dream job in the creative industry. He is also a former Advisory Board Member of AIGA LA, the non-profit association of Graphic Designers in the US and Guest -Speaker at various schools e.g. USC Lovine and Young Academy, UCLA Anderson School of Management, Arizona State University. Follow Marcus Strijdveen: LinkedIn: Marcus Strijdveen ______Like this show? Please leave us a review and share it with a friend -- even one sentence helps! Thanks for listening!Want to create sustainable products?Get our guide!Learn how to design & manufacture better products & services.Download here your FREE Guide for Creating Sustainable Products.

Nun ist das Thema Blockchain und Kryptowährung mit Chain4Travel nicht nur mitten in der Touristikwelt gelandet, sondern mit Daniel Poerschke, dem Managing Director und Head of Product des Tech-Unternehmens auch im HIN & WEG Podcast. In dieser spannenden Folge erklärt Poerschke den Gastgebern Sven und Andy mit Engelsgeduld was eine Blockchain ist, warum die Chain4Travel-eigene Camino Blockchain und ihrer Camino-Token Kryptowährung einen klaren Weg in die Zukunft weist und warum gerade eine Dezentralisierung von Informationen und Werten für mehr Sicherheit und Transparenz in der Touristik sorgen kann. Wer sich also neu mit diesen Themen und ihrer Zukunft in der Touristik beschäftigen will, der sollte diesen Spagat zwischen abstrakten Tech-Konzepten und der „Sendung mit der Maus“ auf gar keinen Fall verpassen. Jetzt online! Jetzt hören!

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Christopher McCann, CEO at 1-800-FLOWERS, joins the show to talk about how his business is faring amid inflation, the global fertilizer crunch, rising costs, labor, and outlook for the rest of the year into 2023. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins the show to discuss the crucial month for company bond sales and the dot plot rate. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Woran liegt es, dass Kryptowährungen im ersten Halbjahr 2022 eher schlecht performt haben? Im Interview mit David Kunz, COO der BX Swiss beantworten Sina Meier, Managing Director – Head of Switerland bei der 21Shares AG und Professor Dr. Torsten Dennin von Asset Management Switzerland AG welche Herausforderungen sich Kryptowährungen in Zukunft stellen müssen. Ausserdem geben sie eine Prognose, wie sich Kryptowährungen in Zukunft entwickeln könnten.

Sam Saperstein is the Managing Director/Head of Women on the Move at JPMorgan Chase and Host of the Women on the Move podcast. After beginning her career as a journalist, Sam quickly realized that she had other career interests and headed to Business school to make a change. Upon graduation, she held a number of leadership roles and rose through the ranks at McKinsey & Company, Mastercard, and, later, JPMorgan Chase. In this episode, Sam highlights the key differences between sponsorship and mentorship (and the importance of both), shares how her definition of success has evolved over time, and opens up about her full-circle moment. "To me, ambition does not only mean getting to the top of something. Ambition might be having a well-balanced life, doing something that you really enjoy doing while also being able to do things outside of work like [having] a family or personal interests...that are just as important to you as work."

The following article of the talent and tech industries is: “Mexico a Key Player in the Development of IT Talent” by João Nunes, Managing Director-Head of Strategic Markets Latam of Pagegroup

In this episode – Macro Impacts on Inflation and Investments– Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Jason Thomas, Managing Director and Head of Global Research at Carlyle about world events impacting investments. They discuss the current economic environment, inflation, investment opportunities today and the chance of a recession.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

In this episode, Peter Cadaret, Managing Director - Head of Sales and Marketing, Oppenheimer Asset Management Inc., talks with Jos Shaver, Founder and Chief Investment Officer of Electron Capital, about investment strategies related to the global transition to alternative and renewable resources. Subscribe to listen to the full episode available on all major #podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC 4747273.1

Laura Atherley, Managing Director - Head of APAC Senior Relationship Management at Citi, and Christine Inge, Head of Client Solutions Prime Services, Global Markets APAC, BNP Paribas, discuss the present and future of diversity & inclusion in financial services with GlobalTrading Editor Terry Flanagan.

On our final episode of Demystifying the Carbon Markets, host David Greely sits down with Governing Board Member of the ICVCM and Managing Director + Head of Sustainable Finance at IIF, Sonja Gibbs, to explore the ongoing efforts in establishing core carbon principles and benchmark standards to scale integrity and governance in the voluntary carbon markets in time to meet the necessary requirements of urgent climate action.

BANK FINANCE Moderator: Mr. Jasel Chauhan, Partner, Head of International Finance – Hill Dickinson Panelists: • Mr. Channing Wang, Regional Manager - Bank of Communications Financial Leasing (Europe) GmbH • Mr. Philipp Wuenschmann, Global Head of Shipping – Berenberg • Mr. Vassilios Maroulis, Managing Director Head, EMEA Shipping, Logistics & Offshore – Citi • Mr. Hugues Calmet, Senior Vice President, Head of DNB Athens Representative Office – DNB Bank • Mr. Konstantinos Petropoulos, General Manager, Structured & Shipping Finance - Piraeus Bank

In this episode of The ESG Experience, Ryan Nelson is joined by Carlos Solano, ESG Manager at Goby, and special guest Tim Kleiman, Managing Director & Head of ESG at Golub Capital, to discuss ESG from a lender's perspective. They discussed Golub's longstanding commitment to ESG and strategies they've used for incorporating ESG into their corporate values & culture, examined similarities & differences in the approaches that lenders and owners take toward ESG, reviewed methodologies for measuring ESG outcomes, explored factors that make diversity and inclusion (D&I) programs successful, and more.

In this episode of the podcast, Aitana Myohl, Strategic Initiatives Manager at FINOS, interviews Nichola Hammerton, Managing Director and Head of Architecture Strategy & Execution at Deutsche Bank (DB) about open source in financial services, and how DB has a history of, and continues to contribute to open source in financial services. Nichola's Info Managing Director and Head of Architecture Strategy & Execution at Deutsche Bank https://www.linkedin.com/in/nichola-hammerton-46b2a8/ DB's Open Source Contributions & Work in FINOS Regulation Taxonomy Waltz Symphony Java Toolkit Plexus Interop Aitana's Info Strategic Initiatives Manager at FINOS (Linux Foundation) https://www.linkedin.com/in/aitana-myohl-3918a354/ | aitana@finos.org Download the 2021 State of Open Source In Financial Services Report here: https://www.finos.org/state-of-open-source-in-financial-services-2021 OSSF NYC Presentations OSSF NYC Presentation Slides | OSSF NYC Presentation Videos OSSF London Presentations OSSF London Presentation Slides | OSSF London Presentation Videos Grizz's Info Senior Marketing Manager & Head of Marketing at FINOS (Linux Foundation) https://www.linkedin.com/in/aarongriswold/ | grizz@finos.org | marketing@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org

On this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & Indexing at FLX Distribution. FLX is a unique technology platform that brings together asset managers, distribution professionals, wealth advisors, and advisors. Prior to joining FLX, Jillian was worked at J.P. Morgan Asset Management, BlackRock iShares, and Goldman Sachs. Jillian currently serves on the Board of Women in ETFs, Inc, the first women's group for the ETF industry, and serves as an Independent Board Member for the Uncommon Investment Funds Trust. 

Hello Podcast listeners, Today is a very special episode with Francis Oh, Managing Director and Head of Qraft AI ETFs. Prior to this, Francis was Executive Director at Vanguard. Francis earned his MBA from The University of Hong Kong and his Bachelors in Business from Korea University. He is also a CAIA Charterholder. In today's episode we discuss his approach to investing and how they utilize AI. Enjoy and thanks for the listen!

We talk with Grace Hui, Managing Director Head of Green and Sustainable Finance, Hong Kong Exchanges and Clearing Limited. We discuss with Grace how the Hong Kong Stock Exchange balances the demand from investors for more information on ESG data and sustainable finance products with the ability of companies to supply this information. We talk about development of sustainable finance in Asia and the work the Hong Kong Stock Exchange is doing in supporting companies' transition to a sustainable future.

Managing Partner, Guardian Insight Group / Host "Silicon Valley Insider" Radio Show and Podcast Keith is a Founder and Managing Partner of Guardian Insight Group, a strategic advisory firm whose clients include Fortune 500 companies and startups. He is also the creator and host of the Silicon Valley Insider Radio Show and Podcast a member of the California Governor's Cyber Task Force and on the boards of several non-profits. Previously, Keith was the Managing Director/Head of Third-Party Risk Management for the Mitsubishi Financial Group (MUFG) and was responsible for ensuring that the Bank had the proper framework, policies, and controls to meet regulatory standards for effective oversight of third parties/vendors. Prior to that Keith held senior leadership roles in M&A Integration, strategic alliances, and vendor management for Cisco, Intuit & Hewlett Packard enterprises. www.svin.biz

Steve Kennedy, Executive Managing Director, and Scott Tittle, Managing Director – Head of Government Relations and External Affairs, at Vium Capital share about their new focus on advocacy in Washington and providing even better advice to clients. In this episode, we also discuss challenges that seniors housing and healthcare providers are facing and an important perspective on the future PPE spending and more. Learn about Vium Capital.Vium is a VIP Ignite Experience partner. View here.Powered by supporting partners OneDay, Propel Insurance, Enquire, LTC REIT, Solinity, and The Bridge Group ConstructionYouTube Instagram Facebook Twitter LinkedIn Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation - CapEx - Reposition   Joshua Crisp, Founder Solinity; Senior Living Consultation - Management - Development - Marketing

Zach Buchwald, Managing Director, is the Head of BlackRock's Institutional Business for the U.S. and Canada. He leads sales, client service, strategy and research, and is responsible for delivering BlackRock's investment capabilities to the firm's institutional clients. Prior to this role, he led BlackRock's Financial Institutions Group in the Americas, and earlier he helped establish the firm's Retirement Solutions Group and Financial Markets Advisory platforms. Mr. Buchwald serves on BlackRock's Global Operating Committee, the US/Canada Executive Committee and as a sponsor of its LGBT employee network. He serves as chair of the US/Canada Institutional Client Executive Committee. Before joining BlackRock in 2008, Mr. Buchwald was a managing director at Morgan Stanley, where he held a variety of positions within the firm's fixed income division. Earlier Mr. Buchwald worked in the structured finance group at Lehman Brothers. Mr. Buchwald earned a B.A. in English with honors from Harvard College. He is a trustee of the Public Theater, producer of Hamilton, Fun Home and Girl from the North Country, and serves on the board of directors of the Jericho Project, a non-profit homeless service organization. --- Support this podcast: https://anchor.fm/toby-usnik/support

In this episode, I had the great pleasure of having Adam & Sean join as my guest speakers. About Adam: Adam Richard is “passionate about seizing opportunities that push the boundaries of technology and helping entrepreneurs build successful companies.” What this means will soon become clear. With over a decade of experience, his focus is on software, technology, and finance. He has worked with and consulted organizations and companies in the fields of cryptocurrency, blockchain architecture, digital securities, alternative investments, security protocols, financial markets & loyalty/rewards. Adam advises startups and has consulted numerous early and growth-stage companies on their product-market-fit, go-to-market strategies, product commercialization, and capital raising guidance. He is the Head of Corporate Development and Strategic Alliances at the Houston, Texas-based Entoro Capital, an investment bank and advisory group that uses modern technology to elevate traditional banking services. Their OfferBoard® marketplace technology is used to connect investors and investment opportunities. Adam also works as an advisor to a number of organizations and companies dealing with utility tokens exchange regulations and private equity Pre-IPO secondary market activities. In addition to his professional pursuits, Adam has co-authored a chapter called: “Efficient Power Markets: Reimagining the Global Market with Ethereum” in Transforming Climate Finance and Green Investment with Blockchains. About Sean: Ranging from investment banker to attorney, securities analyst, entrepreneur, and consultant with a focus on private placements, energy markets, and fundamental and technical equity and commodity analysis — Sean Levine has held a host of roles. He is Managing Director — Head of Regulation A+ & CF at the Houston, Texas-based Entoro Capital, an investment bank and advisory group that uses modern technology to elevate traditional banking services. He has rich experience of “equity crowdfunding” — raising funds from the public. In the past, he led a team focused on the design, development, and optimization of unconventional/ innovative trading systems. He has written and published newsletters and reports on the oil and gas industry, economic and geopolitical dynamics. He holds an Entrepreneurial Certificate from the University of Chicago; and a JD (Juris Doctor) degree in Law and BA in Political Science from West Virginia University College of Law.

Guest: DAVID CROSS, Managing Director- Head of Sales & Business Development at Dash Financial Technologies Mark and David discuss: The opportunities and challenges posed by pandemic volatility. How the meme stock explosion has changed the way we monitor and manage risk. Can the options volume party continue throughout 2021? Should we make it more difficult for retail customers to trade options? What does Dash have planned for the crypto markets? and much more...

Guest: DAVID CROSS, Managing Director- Head of Sales & Business Development at Dash Financial Technologies Mark and David discuss: The opportunities and challenges posed by pandemic volatility.  How the meme stock explosion has changed the way we monitor and manage risk.  Can the options volume party continue throughout 2021? Should we make it more difficult for retail customers to trade options? What does Dash have planned for the crypto markets? and much more...

In this episode, Joel Simkins, Managing Director - Head of Gaming & Leisure Investment Banking at Truist, joins the boys to discuss what an investment banker actually does, how going against the pack can be the path to notoriety, and what it feels like being a CEO Whisperer...

In this episode, Al interviews Sam Morris, founder of The Unbreakable Human Collective and Managing Director - Head of Culture at Five to Flow (recorded 11-2-21). Sam was always dedicated to tennis. This allowed him to have an excuse to avoid high school and college parties that caused him great social anxiety. An off-season ACL tear gave Sam his longest break from tennis in the previous fifteen years. A break from tennis gave Sam a glimpse of life without the demands of being a high-level athlete. This also created time for Sam to explore more of a social life. However, he realized that alcohol helped relieve his social anxiety. Years of partying, drinking, and doing coke led to four DUIs, jail time, and multiple stints in rehab. Hear these stories and how Sam finally was able to turn his life around. He is now on a personal mission to impact one billion humans. Through retreats, workshops, and coaching, Sam helps men fight toxic masculinity and talk feelings! You can learn more about Sam at themanunbreakable.com. You'll also find Sam on Instagram @samgibbsmorris and on LinkedIn at Sam Morris. If you have listened and feel that you have received some value from the podcast, please consider supporting the show by becoming a Patron at patreon.com/thedepressionfiles. You can begin to support the show with as little as $1.00/month! In addition to The Depression Files podcast, you can find Al's blog at TheDepressionFiles.com. There, you can also find out how to work with Al as a coach or schedule him for a public speaking event. You will also find Al on Twitter @allevin18. Lastly, please subscribe to the show and take just a minute to leave a review and rating.

My guest for Episode 39 of the ATL Career Journey podcast is Anne Game, who is the Managing Director and Head of the Atlanta Market at North Highland Consulting.  Anne is incredibly smart, she's a strategic thinker, and understands business at every level.  She's delivered amazing results at North Highland and I truly enjoyed my time working with her.  In this episode, Anne talks about the importance of mentors, leveraging your intuition, and not being afraid to ask for help.  She also provided some great advice for college students in their post-graduate careers.You can learn more about Anne on LinkedIn or her company North Highland Consulting.

How does being authentic help us in our personal growth?  As part of our special #InternationalWomensDay feature, Angelina Bopp, Managing Director & Head of Credit Managed Assets, Global Corporate and Investment Banking for Asia Pacific, talks about how when we can #choosetochallenge ourselves to grow and cultivate a more inclusive environment in the workplace and in society.  

The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally.  ​Our panelists covered topics including: ​M&A / Industry Consolidation Capital Markets – Sub-debt / Equity Issuance “New Normal” Post-COVID Talent​​ Southwest Regional Outlook Regulation FinTech Succession Planning Panelists: Kade Machen, Managing Director, Financial Institutions Group, Stephens Christopher Murray, Managing Director, Financial Institutions Group, Piper Sandler Dan Bass, Managing Director & Head of the Southwest Region of Investment Banking, Performance Trust Capital Partners

Jim Sinocchi, former Director of Communications at IBM and current Managing Director/ Head of Disability Inclusion at JPMorgan Chase & Co, is a true superhero. Jim serves as a board member of The Henry Viscardi School, which helps form the students' education and future. As Jim noted, the world is constantly changing, and all businesses must incorporate disability inclusion and diversity. Jim Sinocchi makes it all possible, and yes, he truly is a superhero in our book! Hosted on Acast. See acast.com/privacy for more information.

In this episode, Arun and I discuss portfolio construction and the importance of re-balancing your portfolio on a consistent basis. Arun Muralidhar, has experience in and has written extensively on asset allocation, currency management and the importance of re-balancing portfolios. Arun is Co-Founder of Mcube Investment Technologies LLC (www.mcubeit.com) and Co-Founder and Client Portfolio Manager of AlphaEngine Global Investment Solutions (AEGIS), an SEC registered investment advisor that is a subsidiary of Mcube. Both firms assist institutional investors in asset allocation, currency management and external manager oversight through customized investment advice and the award-winning AlphaEngine® technology. Arun is the author of Innovations in Pension Fund Management – Stanford University Press, 2001 (translated into Japanese and Chinese). He is also co-author with the late Prof. Franco Modigliani on a book on reforming Social Security, titled, Rethinking Pension Reform – Cambridge University Press, 2004 and edited European Pension Reform, Luxembourg Institute of International Studies, 2007. His book titled, A SMART Approach to Portfolio Management, published in 2009 lays out how the SMART Approach can be applied to all aspects of fund management and would have helped funds in 2008. Arun has served as Managing Director at FX Concepts Inc (2001-2008), Managing Director/Head of Currency Research, at J.P. Morgan Fleming Asset Management (1999-2001) and prior to that, he was Head of Research and member of the Investment Management Committee at The World Bank (1992-1999). Arun has also written a number of articles on investment finance and risk adjusted performance measurement and is a frequent speaker at industry conferences globally. He is also an Adjunct Professor of Finance at the George Washington University School of Business. He has taught courses/delivered seminars at the MIT Sloan School of Management (for Prof. Modigliani), University of Tokyo (Center for Advanced Research in Finance), George Washington University (Masters of Science in Finance), Hitotsubashi University's Graduate School of International Corporate Strategy and Nomura School of Advanced Management. He currently serves on the Advisory Board for the Journal of Performance Measurement and Journal for Investment Consulting and has served on the Board of the Journal of Asset Management. He holds a PhD in Managerial Economics from the MIT Sloan School of Management and a B.S. from Wabash College. https://www.linkedin.com/in/arun-muralidhar-74b2182/ https://www.mcubeit.com/ https://twitter.com/macrocrunch https://macrocrunch.substack.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/sean-bill/message

Jamie Atkinson, Cancer Survivor, Managing Director & Head of Distribution Light the Night, joined AM Tampa Bay to discuss Light the Night virtual event happening November 12th at 7 PM.

Mary Ludgin is one of the best big-picture, strategic minds in the commercial real estate investment business. She is the Head of Global Research at Heitman, a global real estate investment management firm with $45.5 billion in assets under management. The initial interview focused mostly on the effects of COVID on the built environment, with a fascinating discussion on ripples of the COVID crisis post-vaccine, both from a national and global perspective. Recorded a week prior to the George Floyd killing and the resulting national outcry, Matt had a follow-up conversation with Mary on June 3rd to discuss issues relating to social and racial equity in our country, the current unrest, and opportunities for the real estate industry to do better.Mary is Heitman's Senior Managing Director, Head of Global Research and an equity owner of the firm. She is a member of the firm's Board of Managers, Global Management Committee, North American Private Equity Valuation Committee, and Private Equity and Debt Investment Committees. She is the author of numerous articles and research studies relating to real estate markets, portfolio management and strategy. Prior to joining Heitman, she was an urban planner for the City of Chicago and she worked in retail site location.Mary received an AB from Vassar College and an MA and PhD from Northwestern University. She is a Governing Trustee of the Urban Land Institute and sits on its Global Board of Directors. Mary also chairs ULI's Chicago District Council. Among other professional affiliations, she served two terms on the board of the Pension Real Estate Association and was its president. Mary is also a former president of the National Council of Real Estate Investment Fiduciaries. She was named a fellow of the Homer Hoyt Institute in 2000, is a docent for the Chicago Architecture Foundation and is a member of the board of the Metropolitan Planning Council of Chicago.Leading Voices in Real Estate has tried to present conversations with leaders in the real estate world from a diverse set of backgrounds, with different perspectives, and from all sectors of the industry. We will be working to bring more leaders of color into the conversation and will be thinking, with all of our guests, how our industry can better address inequities internally within our companies and in the work that we do.

Mary Ludgin is one of the best big-picture, strategic minds in the commercial real estate investment business. She is the Head of Global Research at Heitman, a global real estate investment management firm with $45.5 billion in assets under management.

Mary Ludgin is one of the best big-picture, strategic minds in the commercial real estate investment business. She is the Head of Global Research at Heitman, a global real estate investment management firm with $45.5 billion in assets under management. The interview focuses mostly on the effects of COVID on the built environment.

Madeleine McDougall started out wanting to be an Astronaut, but after finishing university not knowing what she wanted to do, a friend advised her to go into property saying it was “intellectual and had great personality”. And it was not bad advice; starting out at Land Securities, she moved into banking during the 2000s cutting her teeth on mega European Industrial deals. In 2014 she joined Lloyds Banking Group as Head of Institutional: advising sovereign wealth, private equity and pension fund clients, and since 2017 been Head of Real Estate and Housing leading a sixty-member strong team. She has become the “IT” woman of property; speaking out about the importance of innovation and diversity – mentoring women, promoting paternity leave and encouraging flexible working to bring about a “change in mindsets".

This audio is from the New Street / BCG Conference: 5G and the Next Wave of Telecom Infrastructure.  The event took place on November 21, 2019, at the Intercontinental Hotel Times Square in New York City. Speakers: Ed Knapp, CTO, American TowerKevin Smithen, Managing Director & Head of Strategy, Digital BridgeAlex Marcham, Technical Marketing Manager, Vapor IOZac Smith, CEO, Packet Moderators: Spencer Kurn, New Street Research Sumit Banerjee , BCG

Der Internationale Controller Verein (ICV) ist die Kompetenzadresse für modernes Controlling. Damit ist und war der ICV schon immer Anlaufstelle von und für praktizierende Controller aller Karrierestufen. Bei uns im Podcast ist Matthias von Daacke. Matthias von Daacke ist Managing Director & Head of Global Controlling bei der Blanco Group und stellvertretender Vorstandsvorsitzender des ICV. Wir sprechen darüber, welche vielfältigen Möglichkeiten der ICV seinen Mitgliedern bietet. https://www.icv-controlling.com/fileadmin/Verein/Verein_Dateien/Lifecycle_Poster/2019/ICV_Lifecycle_Poster_DEUTSCH.pdf https://www.icv-controlling.com/de/verein/mitglied-werden/vorteile.html   Der Performance Manager Podcast ist der erste deutschsprachige Podcast für Business Intelligence und Performance Management. Controller und CFO erhalten hier Inspirationen, Know-how und Impulse für die berufliche und persönliche Weiterentwicklung. Weitere Informationen zu den Machern des Performance Manager Podcast, Peter Bluhm und Alexander Küpper, finden Sie hier: http://bit.ly/2u11IW5 Unsere Bitte: Wenn Ihnen diese Folge gefallen hat, hinterlassen Sie uns bitte eine 5-Sterne-Bewertung, ein Feedback auf iTunes und abonnieren diesen Podcast. Zeitinvestition: Maximal ein bis zwei Minuten. Dadurch helfen Sie uns, den Podcast immer weiter zu verbessern und Ihnen die Inhalte zu liefern, die Sie sich wünschen. Herzlichen Dank an dieser Stelle! Sie sind ein Fan von unserem Podcast? Sie finden uns auch auf diesen Kanälen: Facebook: https://www.facebook.com/ATVISIO/ Twitter: https://twitter.com/atvisio Instagram: https://www.instagram.com/performancemanagerpodcast/ Xing: https://www.xing.com/profile/Peter_Bluhm Xing: https://www.xing.com/profile/Alexander_Kuepper/ iTunes: https://itunes.apple.com/de/podcast/der-performance-manager-podcast/id1202698232?mt=2 Soundcloud: https://soundcloud.com/atvisio Webseite: https://atvisio.de/pm-podcast

TFG caught up with Steve Lotito, Managing Director & Head of Trade Finance-North America, Transaction Banking at MUFG Bank. Steve is also in the Board of Directors of BAFT. There are many challenges and opportunities facing the trade finance business that requires daily attention to the most senior Business Heads. We talked about how the US players are dealing with such issues as new regulatory and compliance requirements, finding new pockets of growth and investing in new products in the open account / working capital space, competing and collaborating with FinTechs, managing their balance sheets, attracting and retaining talent and more.

“There’s going to be a lot of creative destruction about business models. If you’re not willing to be nimble and adapt you’re going to be destroyed”

RF Binder believes that business can be a force for good.  In this interview, we chat with Annie Longsworth with how the RF Binder team builds, grows, protects, and transforms brands and reputations.   As an independent agency, RF Binder is flexible, adaptable, and entrepreneurial.  Delivering industry-leading work that combines business insights with research, analytics, and creativity, Annie shares how they help clients stand out and achieve their communications and business objectives.   Ready to get started?  Let's dive in!

RF Binder believes that business can be a force for good.  In this interview, we chat with Annie Longsworth with how the RF Binder team builds, grows, protects, and transforms brands and reputations.   As an independent agency, RF Binder is flexible, adaptable, and entrepreneurial.  Delivering industry-leading work that combines business insights with research, analytics, and creativity, Annie shares how they help clients stand out and achieve their communications and business objectives.   Ready to get started?  Let's dive in!

Since it’s launch week for Season 8 of the Mo’ Money Podcast, I’ve got a bonus episode for you! Last season, CoPower sponsored my podcast. So, I thought it would be fun to bring on Trish Nixon, Managing Director & Head of Capital of CoPower, to discuss impact investing with me. You may or may not have heard about impact investing before, but that could be because it goes by so many different names: socially responsible investing, green investing, sustainable investing, ethical investing (you get the picture). No matter what the name, what this episode is about is being a more mindful and conscious investor. You see, with every dollar you invest you are saying you want the companies you’re investing in to become more profitable and successful. There’s nothing wrong with that…unless the companies you’re investing in aren’t actually very ethical or don’t align with your personal values. That’s why we need to be more aware of what companies are in our mutual funds or ETFs. We need to see if there’s something we don’t like, then do something about it. One thing you can do is negative screening. It’s basically a way to take out the worst offenders in your portfolio, or find a portfolio that doesn’t include them. This is obviously easier if you’re a DIY investor because you have more control with what companies you invest in, but as you’ll see below there are a ton of big banks and robo-advisors that are offering more SRI portfolios now too. Socially Responsible Investment Products To give you a better sense of what kind of socially responsible investments exist, here’s a quick list of model portfolios and investment products that are considered SRI. Green Bonds – CoPower Equity Index Funds for the Socially Responsible – Canadian Couch Potato Organic Couch Potato Model Portfolio – Sustainable Economist Fossil Fuel Free Model Portfolio – Sustainable Economist Easy as Pie Model Portfolio – Sustainable Economist Vanguard Cheap AF ESG Model Portfolio – Sustainable Economist Socially Responsible Portfolio – ModernAdvisor Socially Responsible Portfolio – Wealthsimple Socially Responsible Mutual Funds & ETFs – RBC Global Asset Management Socially Responsible ETFs – BlackRock For full episode show notes, visit https://jessicamoorhouse.com/182

On this weeks episode I had the opportunity of speaking with Steve Hill, the Global Head of Innovation at KPMG. Listen to our conversation to learn about what KPMG does, the importance of having mentors throughout life, and innovation at a multi-billion dollar accounting and consulting firm! If you want to learn more about Steve, check out his LinkedIn: bit.ly/SteveHill-KPMG New episode every Wednesday! Next week I will be interviewing the Managing Director - Head of Analytics Sales at Envestnet. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/hdigh/support

In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Jeff Carlin, CFA, Senior Managing Director, Head of U.S. Retail Distribution at Nuveen. Jeff is Senior Managing Director and Head of U.S. Retail Distribution at Nuveen. He is responsible for leading the placement, distribution and support of all products through the retail distribution channel. Jeff is also a member of the Nuveen Business Leadership Team, which directs overall strategy, leads firm initiatives, and is accountable for the business results of our combined product and distribution teams, working closely with Nuveen affiliates to support and execute on our collective goals. Prior to that, Jeff held the roles of Head of Distribution for Structured Products, and National Sales Manager for the Wirehouse and Private Wealth channels at Nuveen. Prior to joining Nuveen, Jeff was National Sales Manager for IndexIQ, a leading innovator of Alternative Investment ETFs. Before that, he was General Manager and National Sales Manager of the Managed Accounts group at Charles Schwab & Co., and Regional Director in Northern California for Smith Barney's Consulting Group. Jeff has a B.S. in Business Administration, with an emphasis on Finance and Real Estate, from San Diego State University. He is a current member of the Investment Management Consultants Association (IMCA) and was a member of the board of directors from 2008–2011. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. This episode is brought to you by Money Management Institute and their Center for Distribution Excellence. Learn more at www.mminst.org Visit us to learn more about Wholesaler Masterminds® here.  

Today we get a peek into the life of an executive at a global media agency. Scott Stewart, Managing Director, Head of Strategy, for Maxus Canada stops by to chat. Scott’s path into the media world didn’t start directly out of school. After taking some time to be a self-proclaimed snowboard bum in Kelowna, British Columbia, Scott landed his first media gig at the legendary Canadian advertising firm, Vickers & Benson. From there he rose through the industry ranks, assuming senior roles at agencies such as Vizuem, Carat, and UM. So what’s Scott’s secret to success? More than anything else, he credits having great mentors.