Podcast appearances and mentions of montgomery securities

0:00 -- Intro.1:30 -- Start of interview.2:12 -- Barrett's "origin story".6:11 -- His start in finance. First in Stone & Youngberg then in Lehman Brothers in SF. His first secondary market transactions in private company stock (Facebook) in 2007.8:54-- His experience working at SVB (internship with wine finance team) and Lehman Brothers (business development).12:10 -- The early days of secondary market transactions for private company stock with SecondMarket, later acquired by Nasdaq in 2015 (now Nasdaq Private Market).14:25 -- His entrepreneurial stint as CEO of Juno Company, a children's educational media company.15:56 -- His VC stint as an advisor with Maveron.17:20 -- On the founding of his firm Scenic Advisement in 2013.18:12 -- History of investment banks in SF helping founders to get liquidity (the Four Horsemen of Silicon Valley's financial community: Alex.Brown, Hambrecht & Quist, Robertson Stephens & Co. and Montgomery Securities underwrote a large number of IPO offerings, both before and during the dotcom boom.)20:36 -- The ethos and vision behind Scenic Advisement. "The opportunity was to build a bank that really was the standard bearer, establishing best practices so that [institutional investors] had a counter-party or a middleman who could speak their language and conversely, the people building great companies had a partner who they could trust, because that partner had empathy: they were ex founders, ex VCs or from the community, not some transactional banker who lives 3,000 miles away and knows nothing of the company but knows that there is a big fee to be had and a league table to be on." "Our plan was to drive hard empathy."24:17 -- On the current state of private markets. "It's been a boom marked by irrational exuberance, and then a correction, as markets do." "But I can tell you, and I do so with great thanks, that the market is thawing and we are starting to see investors come back." "I could have taken all of 2022 off, and from a stress perspective, it would have probably been beneficial, but I just didn't have a crystal ball."27:42 -- On the regulation of unicorns and private markets generally. Going dark speech by SEC Commissioner Lee (Oct 2021).33:08 -- On the Stay Private for Longer ("SPL") advice in Silicon Valley ["The worst advice" per Gurley and Rabois]. "Companies now stay private long. That's it. This is not a trend, it is a market reality at this point." "It's also totally business dependent."37:52 -- The opportunities and challenges for founders, investors and employees in private markets. "The Sequoia move to an evergreen fund structure is a brilliant idea." "The Stripe multi-billion financing was the company being really proactive to options expiry, to ensure that the most important asset at Stripe, the people, are made whole or don't loose the benefit of the bargain (that would be awful for everyone and for morale)." "We are going to see more and more of that." 39:39 -- How companies treat employees vs ex-employees on stock options: "It varies from company to company and from founder to founder. My advice typically is to be egalitarian."41:21 -- On regional differences in tech ecosystems in the US.43:47 -- The impact of the collapse of SVB and First Republic in the SF/Bay Area tech ecosytem. "I believe in diversification. I believe in selling early and often. I want to implore founders and investors to take chips off the table when you can, because you can't always and things go away. People forget that."47:40 -- Thoughts on crypto and digital assets market.49:17 -- Thoughts on Artificial Intelligence (AI) market. "It's the next major wave. Unlike crypto and digital assets, this is not a fad."51:05 --  The books that have greatly influenced his life: Everything by Philip Roth.Exodus, by Leon Uris (1958)Everything is Illuminated, by Jonathan Safran Foer (2002)51:38 -- His mentors, and what he learned from them: the most impactful mentor for him has been his mother.52:58 --  Quotes he thinks of often or lives his life by: "Have hard conversations early and often." "Empathy is a very important tool even when delivering difficult messages."53:25 --   An unusual habit or an absurd thing that he loves: sneaker collection and tequila ("it's like love in a bottle").58:14 --   The person he most admires: entrepreneurs.Barrett Cohn is the CEO and co-founder of Scenic Advisement, a San Francisco based investment bank specializing in servicing the liquidity needs of high growth, late-stage technology companies, their investors, and founders. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Show Notes:  Grant is a graduate of Brown University and is finishing his executive program at Harvard Business School. He is a Young President's Organization (YPO) Member. He is the managing director of Benevolent Capital. Montgomery Securities – Institutional sales program   First non-MBA member to be hired in the program.  “Sometimes it is about timing. Sometimes it is about who you know more than anything else!”  Grant has his securities licenses and his series 7, 79, 63, and 24 as a financial banker.  Venture Capital is for very early-stage companies to help them get off the ground.  Private Equity is generally for later-stage companies looking to grow or transition.  Grant became a “Sherpa” at Montgomery Securities   (9:00) One of his first tests early in his career was to see if he had the ability to tell people that he didn't know the answer. Always tell the truth and be honest.  Don't be afraid to apply for jobs where you don't have all the skills. Skills can be taught. Hiring managers are looking for character, integrity, honesty, interpersonal skills, and communication skills.   (12:45) Grant highlights a learning experience as the captain of his crew team when he lost a position in the first boat.  “Sometimes out of the bad comes the great!”   You really learn about yourself and life when things go wrong.  Covid presented a learning and growing opportunity for us all.  (17:45) Why is tenacity so important?  Why did Montgomery Securities start by only hiring Athletes?  (24:00) When Warren Buffet is wrong he is barely wrong but when he is right BIG and for a long time.  Why did Grant leave Greenwich, Connecticut, and New York City?  Wanted a state with no state income tax  A friend told him to check out Baylor School in Chattanooga, TN Chattanooga was voted “Best small town” in America twice.  (34:45) Grant's advice to his daughters “Free to be you, free to be me.”  (40:00) “Our country needs the ability to have more debate.”  (43:10) “You feel like we are fighting and arguing and I feel like we are finally communicating.” Grant uses a quote from the movie Jerry McGuire to help demonstrate a point on modern-day politics.  Do we believe in free speech and diversity and inclusion or do we not? Today many only believe in this as long as you agree with them.  (54:00) How to build a company with a billion in revenue?  The importance of a robust board  Your customers are raving evangelists for your product or service  “Culture Eats Strategy for Breakfast.” – Peter Drucker  (55:00) How is Grant training his daughters to have success in life? Mixed Martial Arts   Best Day Brewing – Non-Alcoholic Beer and Athletic Brewing – Are two of the companies that Grant's firm has invested in.  An SPV – Special Purpose Vehicle for each investment in Benevolent Capital  They charge NO management fees for the investments in their fund. (The Traditional "2 and 20")...  Plus they give all investors a 100% preferred return before they get paid.  This is very different from most investment firms.  For us to make an investment in a company we need to believe in the company and we have to want to be an evangelist for the product or service.  Brett Johnson was running the family business (Targus Computer Accessory Company) and during that time frame after working with PE firms they decided when it was time for them to start their own investment firm they would do it differently. “We don't need the management fees to be motivated to be successful.”   Why did they invest in Orua Ring?  How do they do due diligence in companies they invest in?  Believe in the product – Great Products  Teams when championships. Who is the management team?  Is this in an A or C industry?  What is the exit? How so you exit the investment?  Either a big company needs to buy the product or they are buying it so it doesn't fall into the hands of their competitor.  Many times the price they will pay to prevent their competitor from getting it is higher than if they just want it for themselves.  (1:26:30) How did Grant and Brett Johnson get involved in Professional Soccer in the United States and Great Britain?   How has the Ted Lasso show helped Professional Soccer?  Best Day Brewing is an official sponsor of Professional Pickle Ball!  (1:38:00) Grant Johnson's State of the Union Address to the American People “Good, Better, Best. Never let it rest until your good is your better and your better is your best!”   Book Recommendation   Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork – Dan Sullivan  Blueprint to a Billion: 7 Essentials to Achieve Exponential Growth – David Thomson  Follow Bob Dickie on Twitter @RobertDickieFollow "Taking the Leap Podcast" on Youtube.com 

Retrouvez la timeline de l'épisode en bas du descriptif. « En germe il y avait une envie d'un autre modèle, d'un autre environnement et de dépenser mon énergie autrement. »Si vous consultez le CV de Sébastien de Lafond, vous vous direz peut-être : « quelle belle carrière ». Du Luxembourg à Boston, de New York à Londres, de HEC à Paribas puis à JP Morgan… C'est l'exemple type de l'homme d'affaires qui a eu mille expériences.Mais c'est surtout l'exemple type d'un entrepreneur… atypique. Ce riche parcours l'a préparé à devenir le chef d'entreprise qu'il est devenu. Et Sébastien a décidé de se lancer dans l'entrepreneuriat à un moment où beaucoup lui auraient dit de ne pas y aller.La constante chez Sébastien, c'est l'humanité. Ses premières expériences lui ont surtout montré ce qu'il ne voulait pas. C'est avant tout un homme qui suit son instinct, sans précipitation et avec conviction. « Aujourd'hui on est dans un monde extraordinaire : si on a envie de monter un business, on va trouver des gens avec qui le monter, des gens pour vous conseiller, des gens pour vous financer et on acceptera que vous n'ayez aucun capital, seulement une force de travail et des idées. »Rapidement, il se passionne pour la tech et participe, chez Montgomery Securities, à faire entrer en bourse les plus belles pépites de l'époque. Ces quelques années ont réveillé en lui une petite graine déjà présente depuis son enfance, mais qui a continué à germer : celle de l'entrepreneuriat. Sébastien fonde en 1999 son propre fonds de capital-risque, Add Partners, à Londres. Il a alors la conviction qu'il y a beaucoup à faire en Europe. Son objectif ? Accompagner en early stage de jeunes sociétés à l'ambition mondiale. Avec ses associés de l'époque, il fait le choix de financer ce qu'il y a « derrière » le web : les semi-conducteurs, les building blocks… Résultat ? Il survit à l'éclatement de la bulle du début du siècle.Quand cette aventure prend fin, Sébastien prend le temps. De se retrouver. De réfléchir. D'envisager sereinement la suite. Une réflexion qui aboutira à la création de MeilleursAgents. « Je me suis dit : "ce secteur immobilier, il ne fonctionne pas bien, il touche tout le monde et il est très frustrant". »Pour lui, le moment était venu « de monter un vrai business, pas un business qui aide le business ». Pourquoi l'immobilier ? Un hasard, une rencontre et une mauvaise expérience personnelle. Il crée alors MeilleursAgents, cette pépite de la proptech française. Une entreprise avec une promesse simple : la transparence sur les prix et la transparence sur les pros.Naturellement, il aura fallu des années à Sébastien et ses associés pour imposer MeilleursAgents comme une référence du secteur. Aujourd'hui, l'ensemble des acteurs sont au rendez-vous et la transparence dans le secteur s'est imposée. Sébastien nous explique comment il a convaincu les agents immobiliers de travailler avec lui – un pari loin d'être gagné à l'origine…Désormais, Sébastien est passé à une nouvelle étape. Après avoir cédé MeilleursAgents, il a pris, à nouveau, le temps de s'interroger sur son futur projet. Il nous livre d'ailleurs quelques indices en fin d'épisode…Timeline01'50 : Des premières expériences dans la banque...12'30 : …à l'entrée dans le secteur de la tech16'39 : Sa première expérience entrepreneuriale à Londres23'00 : MeilleursAgents, la genèse31'55 : La promesse originale de MeilleursAgents40'30 : Les secrets de longévité47'50 : L'après…54'40 : Les questions rituelles d'ÉmilieVous pouvez consulter notre politique de confidentialité sur https://art19.com/privacy ainsi que la notice de confidentialité de la Californie sur https://art19.com/privacy#do-not-sell-my-info.

Join Airbase CEO Thejo Kote for a panel discussion with executive recruiters Rhoda Longhenry, the Global Head of True's Financial Offers Practice, and Jen Holmstrom, the Head of Talent at GGV Capital. Rhoda and Jen will share their best practices and advice for financial professionals looking to grow their careers to become CFOs. Learn how to set yourself apart from the pack in the eyes of an executive recruiter and how to connect with recruiters both in-house and investors.Rhoda (Lau) Longhenry has over 18 years of executive search experience and leads the firm's Financial Officers Practice.  She joined True from Heidrick & Struggles where she was Partner-in-Charge of its San Francisco office and a member of its Financial Officers Practice, Global Technology Services Practice and Private Equity and Venture Practice. Prior to her career in executive search, Rhoda was head of investor relations at DoveBid and an equity research analyst at Montgomery Securities and Merrill Lynch.Jen Holmstrom joined GGV in 2016 and leads the firm's talent and recruiting efforts. To support founders as their companies scale, she created Founders+Leaders, a leadership development platform that provides training, mentorship, global network and more.

With all of the promise of a covid 19 vaccine it appears we need to be saved from ourselves, to make Covid19 vaccines effective. Doctor Y Bruce Lee is a writer, journalist, professor, systems modeler, computational and digital health expert, and entrepreneur. He will attempt to to explain why many health care workers refuse to get vaccinated and why there seems to be disagreements among health care workers about how effective the vaccines will ultimately be. You can also go to our website to get vaccine information that may save your life.He has over two decades of experience developing mathematical and computational models. The models assist a wide range of decision makers in health and public health. Currently, he is a Professor of Health Policy and Management at the City University of New York (CUNY) Graduate School of Public Health & Health Policy. There he is the Executive Director of PHICOR (Public Health Informatics, Computational, and Operations Research). Dr. Lee is also the CEO of Symsilico, which develops and uses computational methods, models, and tools to help decision-making.His previous positions include serving as Associate Professor of International Health at the Johns Hopkins Bloomberg School of Public Health. He also served as Executive Director of the Global Obesity Prevention Center (GOPC). In addition he served as Associate Professor at the Johns Hopkins Carey Business School and Associate Professor at the University of Pittsburgh, Senior Manager at Quintiles Transnational. There he worked worked in biotechnology equity research at Montgomery Securities, and co-founded Integrigen.Bruce has authored over 200 scientific publications. This includes over 100 first author and over 65 last author. He is the author of three books. Doctor Bruce Y Lee has written extensively for the general media and often addressed the question, will a corona virus vaccine give you your life back? He is a Senior Contributor for Forbes. At Forbes he covers a wide range of health-related topics. These include medicine, wellness, digital health and the business of health and having written over 700 articles.His writing has also appeared in a number of other media outlets. Most notably these have included Time, The Guardian, the HuffPost, and the MIT Technology Review. His work and expertise have appeared in leading media outlets such as the New York Times, USA Today, the Los Angeles Times, Newsweek, CBS News, Businessweek, U.S. News and World Report, Bloomberg News, Reuters, and National Public Radio (NPR). Dr. Lee received his B.A. from Harvard University and M.D. from Harvard Medical School. He earned his M.B.A. from the Stanford Graduate School of Business. He completed his internal medicine residency training at the University of California, San Diego.In this podcast I asked Dr. Lee, don't we need to be saved from ourselves, to make Covid19 vaccines effective?

Will a vaccination give you your life back? Doctor Y Bruce Lee is a writer, journalist, professor, systems modeler, computational and digital health expert, and entrepreneur. He will attempt to answer this question and more.He has over two decades of experience developing mathematical and computational models. The models assist a wide range of decision makers in health and public health. Currently, he is a Professor of Health Policy and Management at the City University of New York (CUNY) Graduate School of Public Health & Health Policy. There he is the Executive Director of PHICOR (Public Health Informatics, Computational, and Operations Research). Dr. Lee is also the CEO of Symsilico, which develops and uses computational methods, models, and tools to help decision-making.His previous positions include serving as Associate Professor of International Health at the Johns Hopkins Bloomberg School of Public Health. He also served as Executive Director of the Global Obesity Prevention Center (GOPC). In addition he served as Associate Professor at the Johns Hopkins Carey Business School and Associate Professor at the University of Pittsburgh, Senior Manager at Quintiles Transnational. There he worked worked in biotechnology equity research at Montgomery Securities, and co-founded Integrigen.Bruce has authored over 200 scientific publications. This includes over 100 first author and over 65 last author. He is the author of three books. Doctor Bruce Y Lee has written extensively for the general media and often addressed the question, will a vaccination give you your life back? He is a Senior Contributor for Forbes. At Forbes he covers a wide range of health-related topics. These include medicine, wellness, digital health and the business of health and having written over 700 articles.His writing has also appeared in a number of other media outlets. Most notably these have included Time, The Guardian, the HuffPost, and the MIT Technology Review. His work and expertise have appeared in leading media outlets such as the New York Times, USA Today, the Los Angeles Times, Newsweek, CBS News, Businessweek, U.S. News and World Report, Bloomberg News, Reuters, and National Public Radio (NPR). Dr. Lee received his B.A. from Harvard University and M.D. from Harvard Medical School. He earned his M.B.A. from the Stanford Graduate School of Business. He completed his internal medicine residency training at the University of California, San Diego.

Boston Meridian is an innovative investment banking firm focused on providing strategic M&A advisory and capital raising services to fast growing private and small cap public growth companies. Since their founding in 2004 they have closed more than $6 billion in transaction value. We invited Boston Merdian's co-founder and partner JC Raby on to the OODAcast do discuss his insights into the market today as well as his views on things companies can do to ensure they position themselves for the best possible transaction in the future. We also asked his advice for the strategic investor/buyer of firms including context on due diligence prior to an event. Topics discussed included: The current market for businesses that offer cybersecurity products and services How the old model of Product-Market fit is increasingly now one of Product-Channel-Market fit The approach to technology development and maintenance that investment banks, investors and acquirers need to see The dynamic between innovators and regulators The most rapid areas of innovation and investment today The best approaches to technology due diligence and cybersecurity due diligence JC Raby has more than 16 years of investment banking experience in mergers and acquisitions as well as private and public financings. JC’s clients include leading Fortune 500 acquirers and middle-market growth companies across a number of industries including media and Technology (software, business services, and communications equipment) manufacturing and consumer products, together accounting for over $9 billion in transaction value. Prior to founding Boston Meridian, JC was a senior executive for Thomas Weisel Partners (now Stifel Financial) a leading San Francisco based merchant bank in which JC ran the Boston Investment Banking Group, with responsibility to grow the firm’s relationships with leading East Coast technology firms as well as the New England private equity community. Prior to joining Thomas Weisel Partners, JC was a Vice President at Montgomery Securities (now Bank of America Securities) where he was responsible for the execution of merger and acquisition transactions; and began his career in the corporate finance group at PaineWebber Inc. (now UBS Securities). Related Content: Boston Meridian Partners Tighten Your OODA Loop on Covid-19 How the Coronavirus will impact your mid to long range strategic planning Mitigating Risks To America’s Cognitive Infrastructure OODA’s Special Reporting on the Federal Technology Market. The Top 10 Security, Technology, and Business Books OODAcast on YouTube: OODA’s YouTube Channel

Rand Rosenberg most recently held the post of senior vice president of corporate strategy and development at PG&E Corporation. PG&E is recognized as an industry leader on climate change and the importance of reducing man made greenhouse gases. Prior to his work at PG&E, Rand spent several years in investment banking. He was a partner of Montgomery Securities and held senior positions at Goldman Sachs and Salomon Brothers, where he was a managing director and head of Global Telecommunications Investment Banking. Rand also served as executive vice president and CFO of InfoSpace, an Internet search engine enterprise. He currently serves on the boards of an emotional intelligence enterprise developed within Google, Search Inside Yourself Learning Institute, and a slavery and trafficking organization, Human Thread Foundation.

"Global Nashville with Karl Dean" A Conversation with Matthew WiltshireDirector, Nashville Mayor's Office of Economic and Community Development Recorded: April 4, 2019 at Belmont University "GLOBAL NASHVILLE WITH KARL DEAN" is a regular feature of the Global Tennessee Podcast from the Tennessee World Affairs Council. It explores business, culture, education, politics, New American's issues and more -- all in an effort to highlight the people, places and things that make Nashville a global city.We welcome your thoughts on topics or individuals to talk to on "Global Nashville with Karl Dean" and to hear your feedback on our Podcasts. Does your company want to sponsor and participate in "Global Tennessee" Podcasts? Contact: patryan@tnwac.org  ABOUT Matthew Wiltshire Matthew A. Wiltshire (Matt) Chief Strategy and Intergovernmental Affairs Officer Metropolitan Development and Housing Agency In April 2019, Matthew Wiltshire was named the Chief Strategy and Intergovernmental Affairs Officer for the Metropolitan Development and Housing Agency in Nashville. In this capacity, Wiltshire is responsible for helping to guide Mayor David Briley’s $750 million affordable housing initiative, UnderOneRoof2029 (www.underoneroof2029.com). Prior to joining MDHA, Wiltshire served for eight years as the Director of the Mayor’s Office of Economic and Community Development in Nashville. In this capacity, Wiltshire helped recruit companies to Nashville, including Amazon, AllianceBernstein, Lyft, Philips, Warner Music and Warby Parker. He also worked with companies that expanded operations in the city such as HCA, Bridgestone, UBS, Asurion and AIG. During Wiltshire’s time in this role, the unemployment rate in Davidson County fell from over 8% to 2.3%. Before joining the Mayor’s Office, Wiltshire was a Director in the Investment Banking Group at Avondale Partners, a Nashville-based investment banking firm, and was a partner at NEST-TN, LLC, a venture capital firm. Prior to returning to Nashville to join Avondale, Wiltshire helped found Greenbridge Partners, a private capital firm in Greenwich, CT and was a principal at Compass Advisers, an investment banking boutique in New York City. Wiltshire began his investment banking career as an analyst with Montgomery Securities in San Francisco and in New York. A Hume-Fogg Academic High School alumnus, Wiltshire graduated with a BA degree in government from Dartmouth College. He was a member of Dartmouth’s heavyweight crew team and won multiple awards at collegiate, national and international competitions. Prior to joining the Mayor’s Office, Wiltshire served as the president of the board of Hands On Nashville and on the executive committee of the boards of the Center for Nonprofit Management and the Tennessee Justice Center. He enjoys running and cycling and has climbed Mt. Kilimanjaro and Mt. Kenya. Matt is married to Crissy Wieck and has two sons, a daughter, two stepdaughters and a stepson. ABOUT Karl Dean Karl Dean was the 68th Mayor of Nashville and the sixth mayor of the Metropolitan Government of Nashville and Davidson County. He was elected on Sept. 11, 2007 and was re-elected on Aug. 4, 2011. He completed his second term in office on September 25, 2015. He was the Democrat Party nominee for the office of Governor of Tennessee in 2018.Dean first held public office when he was elected as Nashville’s Public Defender in 1990, a post he was re-elected to in 1994 and 1998. He served as Metro Law Director from 1999 to January 2007, when he resigned to run for the office of mayor. He has also served as an Adjunct Professor of Law at Vanderbilt.

Thomas Weisel is the founder of Montgomery Securities, an iconic boutique investment bank that was sold to a predecessor of today's Bank of America.  Upon exiting Montgomery Securities, he started another investment bank, Thomas Weisel Partners, which was later sold to Stifel Financial, where Thomas currently is a Co-Chairman.  His success stories in business, in sport, in art, and other areas of life have one theme in common - he pushes himself extremely hard to become very competent in the subject-matter. This can be said about other successful people, but when you hear Thomas' story, you realize that he takes it to a whole new level. Visit www.TheAccentPodcast.com music: bensound-memories

Terri talks to Holly Ruxin about her journey into discovering her heart and getting out of her head to lead a more authentic life and help her clients at Montcalm TCR invest in alignment with their personal values.    Who is Holly Ruxin? Holly founded Montcalm TCR, a female-led wealth management firm in San Francisco combining over twenty years’ experience in risk management on Wall Street with a transparent process that empowers clients. Holly has an extensive background in finances having begun her investment career at Goldman Sachs in the fixed income derivatives division, where she learned indelible lessons about risk management and cultivated an expert understanding of money. She later managed assets and led private client teams at Morgan Stanley, Montgomery Securities, and Bank of America.   Show Highlights If Holly had a magic wand she would change the existing power infrastructure where everyone leads from their heads and have everyone lead from their hearts.  Holly talks about following your heart and your gut to be more grounded in your decisions.  Terri talks about having spent the last two years stripping out the adaptations and the accommodations to succeed in a man’s world Holly shared her experience being on Wall Street where she was taught to be very good at leading from the head but later realized there was another way.  She spent several years working with coaches to unravel ‘her head.’ She talked about the difference in the ‘masculine’ versus the ‘feminine’ values and how hard it is to undo the values one is trained to follow. Terri talks about the current situation in the world presenting us with the perfect opportunity to shift in the way we operate in the world and embracing values that are no longer serving us in the world. Terri talks about working with a coach over the summer to learn to embrace her intuition as the decisions she made intuitively have been some of her best decisions.  Holly talks about how women differ from men in having not only just fear/flight but having fear/flight and building of community. Holly has spent the last few years learning to build new ‘super highways’ in her brain to operate in the world differently. The contrasts in the world are providing people with the opportunities to speak up and say they want to come from a more authentic place.  She had her third child in 2008 when the financial markets were crashing and she had two other children at the time.  Her oldest child started losing his motor skills and language and she couldn’t get a diagnosis even after having gone to a number of prominent medical facilities in the SF Bay Area.  She resorted to looking to non-western medicine to get answers.  This led her to start thinking about being more authentic in the world. She saw that it was possible to bring this new way of thinking and this new value system into the financial world. She thinks that love is about truth and authenticity.  It is important to be grateful and not have judgment.  The nature of the C corporation is that legally it has fiduciary responsibility to the shareholders; they must make profits higher.  The B corporation must support people, environment and profits.  With the change to B corps, there will be different motivations.  Terri talks about the need to redefine the definition of success.  Holly started her wealth management company Montcalm TCR to give…not just extract which is what was expected of her at Morgan Stanley and Bank of America. Holly provides her clients with the opportunity to ask questions to engage and understand and feel empowered with her money and their investments. Terri asked Holly about Stash Wealth for millennials to get better service as they are building their wealth and want to invest in things that aligned with their values. Holly talks about how we have lost our community banking where there was connection in the community and one was able to borrow because they were known in the community. Holly talks about how some of her very wealthy clients being very nervous about losing all of their money.  People who are scared come from a scarcity perspective and she works with them to reduce that fear to create greater abundance.  Holly says that people are afraid because they really aren’t invested in their investments Holly talks about the Last Mile and how it helps inmates in the criminal justice learn to code.  She talks about NPX Investors and how it is providing a different and new way to have money flow and build sustainability for people.  Terri puts Holly on the spot in asking her about CNote.  CNote is tied into community developed financial institutions.  They give the investor a chance to be involved in the cash flows. Holly continues to ask about how you can continue to focus on transformational behavior.  Jacqueline asks Terri to ask Holly about how to become a more heart-centered investor…Holly responds by encouraging you to ask questions.  The questions are:  What do I own?  What do I owe?  What do I earn?  What do I need?  These bring it out of your head and into your heart.  Terri talks about her semi-annual financial review to get her concerns out of her head and focus on the reality.  It reduces a lot of stress for her.   Terri’s Key Takeaway It is possible to collaborate and have all stakeholders win.  Life is not a zero-sum game.    References in the Podcast Stash Wealth:  https://www.stashwealth.com/ Carolyn Leonard:  https://www.linkedin.com/in/carolyn-leonard-2549631a/ SheInvests podcast with Carolyn Leonard:  http://www.sheinvests.com/carolyn-leonard-quest-change-misconception-women-money-episode-15/ Last Mile:  https://thelastmile.org/ NPX Investors:  https://npxadvisors.com/ CNote:  https://www.mycnote.com/ Suzanne Andrews:  https://www.linkedin.com/in/suzannemandrews/     Contact Holly can be reached through her website http://montcalmtcr.com/ or through LinkedIn at https://www.linkedin.com/in/hollyziegelruxin/ or on Twitter @hollyruxin.  You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium:  https://medium.com/@terrihansonmead.  Feel free to email Terri at PilotingYourLife@gmail.com. To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

UltraRunning Magazine, widely recognized as the Voice of the Sport®, has been around since it was first published in May 1981.  Karl Hoagland became the owner and publisher in 2013 and continues to make it the most relevant periodical for our sport.  Karl joins us mid-publication of the February 2018 issue to discuss the magazine, his running experience and what is ahead for the magazine and ultrarunnning. • Karl Hoagland took over as owner and publisher of URM in 2013 from “Tropical” John Medinger • Hoagland is a former investment banker and hotel entrepreneur, having worked at Goldman Sachs, Montgomery Securities and founded the regional independent hotel Larkspur Hotels & Restaurants. • Hoagland began his ultra-obsession in 2003 with the Quad Dipsea and has now completed more than 73 ultras. Among many standout performances, he finished 14th at the 2010 Western States 100, and going for his TENTH silver buckle in 2018

Carol Roth is a great example of someone who has bet on herself -- and won big. Once a rising star at Montgomery Securities in San Francisco, Roth got off the traditional Wall Street track and started using what she learned in investment banking to help small businesses get off the ground, and become big ones. In addition to being an early investor in startups like Jawbone, Roth is now an on-air contributor at CNBC, a judge on Mark Burnett's America’s Greatest Makers and author of the New York Times bestselling book The Entrepreneur Equation, which lays out the strategies that led her to be named one of America's Top 100 small business strategists every year since 2011. Despite all that (and more) Roth says one of her "proudest accomplishments" is being one of the mere 2094 people who the NFL is following on Twitter. Check out this week's episode of Fortune Unfiltered as Roth discusses her early investment banking career, her small business consulting work, her hatred of the term "woman entrepreneur," and that whole NFL Twitter thing.

In this episode we sat down with Neil Rimer, a Founding Partner of Index Ventures - one of the world's leading VC firms. We talked about Neil's start in venture capital, founding Index Ventures, and identifying when you're ready to raise funding and finding the right investor for your startup. Neil co-founded Index Ventures with Giuseppe Zocco and David Rimer in 1996. Previously he spent 4 years with Montgomery Securities in San Francisco before joining Index Securities in 1990. He has invested in market-defining companies from across the spectrum including Betfair (LSE: BET), Genmab, FundingCircle, Climate Corp. (MON) HouseTrip, Kaggle, Last.fm (CBS), MOO and Supercell. He has served on the board of U.C. Sampdoria, and currently serves on the board of Human Rights Watch.