Podcasts about operating committee

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel.We sat down at KKR's Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity Conglomerate LLC (K-PEC).Alisa has been at KKR for over 20 years. She joined the firm in 2003 and is a Partner. She co-leads the firm's innovative private equity open-ended, perpetual vehicles serving as the Co-CEO of KKR Private Equity Conglomerate LLC and as a member of the investment committee for the KKR Private Markets Equity Fund.She was previously the Global Head of the Private Markets and Real Assets Strategies Group and looked after private equity, infrastructure, energy real assets, real estate, impact, growth equity, and customized products.She sits on a number of the firm's management and leadership committees, including the Risk & Operating Committee, the Democratized Private Equity Committee, the ESG Committee, and the Geopolitical Governance Committee.Alisa and I had a fascinating and thought-provoking conversation about private markets and working with the wealth channel. We discussed:Why and how KKR came up with the Conglomerate structure.Why the devil is in the detail when evaluating evergreen fund structures.Why dealflow is essential if a firm wants to have an evergreen strategy.Why education is so critical when working with the wealth channel.How investors can balance evergreens and closed-end funds.The skillsets required to manage evergreen structures.Why culture is so critical when building a high-performing and consistent investment business.The role that private markets can play in a portfolio and why that matters in today's markets.Thanks Alisa for coming on the podcast to share your wisdom and expertise on private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:55 Welcome to the Alt Goes Mainstream Podcast02:07 Introducing Alisa Wood02:14 Alisa Wood's Background and Role at KKR03:48 KKR's Office and Culture06:05 Evolution of Private Equity06:51 Early Days at KKR08:26 Strategic Moves in Private Equity12:41 Managing Evergreen Structures13:58 Operational Complexity in Evergreen Funds16:59 Deal Flow and Investment Strategies21:37 Institutional vs. Individual Investors23:44 Sales Cycle and Investor Relations26:35 Employee Equity and Financial Literacy29:41 Evolution of Private Equity Value Creation30:17 Human Capital and Leadership30:57 Building Community at Scale31:59 The Importance of Returns and Connection32:21 Building Community Through Hard Topics32:46 Best in Class Advisors and Community Building33:14 Shifting Business Strategies at KKR33:47 The Role of Chief Economist and Macro Issues34:24 Learning from Mistakes and Evolving35:52 Integrating Resources for Better Investment Decisions38:08 Strategic vs. Tactical Approaches38:28 The 40-30-30 Framework38:52 Challenges in Public and Private Markets39:25 The Importance of Controlling Investments39:51 Changing Market Correlations and Returns40:47 The Complexity of Private Market Choices41:45 The Role of Large Managers in Evergreens44:42 Family-Owned Businesses and Evergreen Structures47:58 Success in the Wealth Channel49:40 Balancing Illiquidity and Investment Opportunities50:05 The Psychology of Evergreen Investments52:51 Growing the Evergreen Business54:53 The Next Big Innovation: 401k Integration55:42 The Importance of Education and Community56:10 Defining Private Equity and Industry Standards57:23 The Role of Trade Associations and Education59:17 The Future of Private Market Investments01:01:23 Real People, Real Money: The Impact of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Bei Ling, Head of HR at Wells Fargo.Bei shares her experience and insights on ethics, leadership, and cultural transformation in finance. Bei discusses her career journey from Merrill Lynch to Wells Fargo while underscoring the impact of HR on ethical practices in an organization. She highlighted Wells Fargo's focus on transparent feedback, leadership accountability, and promoting a positive risk mindset among employees through extensive training. Bei also shared personal values like family and self-awareness, her framework for decision-making, and insights into handling ethical challenges in finance. Her advice to future leaders is to develop authenticity, kindness, and resilience as key soft skills.Meet Bei LingBei Ling is the Head of Human Resources at Wells Fargo and a member of the company's Operating Committee. She leads all aspects of the company's human capital strategy. Bei focuses on cultivating a world-class culture and inclusive environment that supports the recruitment, development, and retention of top talent across Wells Fargo's global operations. Since joining in 2021, Bei has worked closely with senior leadership to drive innovative and people-centric strategies.Before Wells Fargo, Bei was a Managing Director at JPMorgan Chase, where she led Talent Development and Total Rewards while overseeing leadership development, compensation, benefits, and workforce analytics. She also served as Head of HR for the Commercial Bank. A graduate of Beijing University, Bei holds an MBA from USC's Marshall School of Business and serves on the boards of CareerWise USA and USC Marshall's Corporate Advisory Board.

Story of the Week (DR):Trump signed an order ending DEI. Here's what it means for Fortune 500 companiesTrump's latest presidential moves mandate government agencies to specifically target companies in the private sector engaged in what it describes as “illegal DEI discrimination and preferences.”Despite the intended chilling effect of these executive moves, multiple legal sources point out that Trump's order and action do not constitute a change in the law. Rather, the language used in the order simply “enforces longstanding federal civil rights laws,” says Britney N.D. Torres, senior counsel at employment law firm Littler.Trump's executive moves just mean that companies will have to continue to carefully review their DEI-related policies, practices and initiatives based on longstanding anti-discrimination laws, and make sure they can't be interpreted in a way that is different from what they intended, she says.This week in Davos, Jamie Dimon reaffirmed JPMorgan's DEI commitments after the National Legal and Policy Center, a conservative nonprofit, proposed the bank revisit how compensation is tied to the company's racial-equity goal. “Bring them on,” said Dimon referring to the efforts from right-leaning groups. “We are going to continue to reach out to the Black community, the Hispanic community, the LGBT community, the veterans community.”Will this ever trickle down to JPM leadership?15 on Operating Committee: 1 POC (an Indian man–Sanoke Viswanathan, CEO of International Consumer and Wealth–who came from McKinsey); 7/15 F though so some credit dueBoard: nearly 50% F but a woeful -21% gender gap; no leadership positions on board or top 3 committees: only committees where women have power are Public Responsibility Committee and Risk Committee; 11 on board: 9 WM and 2 BFCan we stop pretending board and shareholder oversight is a thing? DRJPMorgan CEO Dimon's 2024 pay rises 8.3% to $39 million after record profitDisney CEO Bob Iger's Pay Package Rises 30% to $41.1 Million in 2024 Barclays proposes 45% increase in CEO pay under new bonus-linked scheme Goldman CEO gets big pay boost, and $80 million bonus for another five years at helmI promise I try not to pick Musk, but…‘The gesture speaks for itself': Germans respond to Musk's apparent Nazi saluteSome say it was an unambiguous Nazi salute but others are unsure and say focus should be on Musk's stated support for far-rightStarbucks lead independent director Mellody Hobson to step down Is this the only time in history a lead independent director was named in a headline or even mentioned at all?No more black people on board: no women in leadership positionsGoodliest of the Week (MM/DR):DR: Trump has a message to CEOs: Build in America or pay upDR: This confusing headline: Voters who backed Trump identify new swamp to drain: corporate power“The pendulum has swung so far. Things have gotten so out of line. Companies ought to be able to police themselves and not hurt people, and it's just gotten way, way out of line. It's time that it swings back the other way.”DR: Trump's DOGE department is now down to just one leader after Vivek Ramaswamy steps downMM: Microsoft Signs Forest Restoration Deal to Remove 3.5 Million Tons of CO2 DR MMMM: Jamie Dimon is doubling down on JPMorgan's DEI work as a conservative group targets Wall Street: 'Bring them on'Jamie Dimon says LFG RACISTSAssholiest of the Week (MM):John DeereSee, instead of sticking up for yourself against pretend journalists with zero credibility who cosplay at being ESG analysts but are really just anti gay middle school boys, you caved. You caved and now you have not one, but THREE shareholder proposals in a couple weeksAnd the ONLY one you challenged - the one you tried to exclude from your proxy - was the one by As You Sow, who asked the SAME THING as the National Public Policy Research Consumer Blah Blah BlahNational Legal and Policy Center (8 shares): SHAREHOLDER PROPOSAL ON A REPORT ON RACIAL AND GENDER HIRING STATISTICSAs You Sow (26,000 shares): SHAREHOLDER PROPOSAL ON A REPORT ON EFFECTIVENESS OF EFFORTS TO CREATE A MERITOCRATIC WORKPLACE You also got these anti woke gems:National Center for Public Policy Research ($2,000): SHAREHOLDER PROPOSAL ON A CORPORATE FINANCIAL SUSTAINABILITY REPORT, asking for a new committee to show how committed you are to making moneyBowyer Research (100 shares): SHAREHOLDER PROPOSAL ON A REPORT ON CHARITABLE GIVING, asking for a report on how you don't give to Southern Poverty Law Center, but they think you might be and they're discriminating against white religious conservatives and the KKKYou thought, “oh, if we just cut out our DEI stuff and make a press release, they'll go away… sure, we'll offend, like, all the black people and women and stuff, but it's worth it for our white farmers, and everyone will forget…”You were wrong. Your board was wrong. Your management was wrong. You know what petty middle school bullies do when you give them your lunch money? Take it the next fucking day, too. Grow a spine, tell the anti woke shitbirds that DEI is about expanding the talent pool that's been historically excluded and maximizing skills, and keep your lunch money in your pocketMaybe call someone at Costco to ask for advice on how to grow a pairThe proxy vote at Air ProductsOnly three directors have batted under 500 during their tenure at Air Products, only two on all boards in the last 7 years80 year old CEO has been on the board since 2013 and has 32% influenceThere are 81 current directors that are 80 with >30% influence in the US, 21 of whom are CEOsOf them, 12 rate worse than Seifi on TSR, and 13 are worse at EBITDA22% of the board are connected through other directorshipsThere are 910 US companies with higher degree of director interlocks12 of those companies have directors over 80 years old with >30% influence, and 8 of them perform worse than Air ProductsWhat the fuck does ISS and Glass Lewis do all day that they can write this about Air Products, but NOT the others:ISS: “With that said, one must acknowledge the reality of Ghasemi's age, and the board should have a robust strategy in preparation for his eventual departure. Confoundingly, the board appears to have ceded control of deciding Ghasemi's successor to Ghasemi himself…”GL: “… we are concerned that available information strongly suggests that the incumbent board, if left to its own devices and not held accountable at the forthcoming AGM, may simply surface something of a figurehead candidate previously selected or endorsed by Mr. Ghasemi, while concurrently permitting Mr. Ghasemi to retain substantial influence for an unspecified period, without a substantive acknowledgment of the poor capital allocation performance of his strategy.”Egan Jones: “We firmly believe that Air Product's unsatisfactory performance stems in part from mismanagement and the absence of effective leadership to guide the Company.”And why the fuck to investors WAIT until an activist is involved??Air Products CEO unseated from board; Activist investors win 3 seatsWill Hild, Consumer ResearchNasdaq files to withdraw mandate on ‘diverse' board directors after court defeatThose cheering Nasdaq's decision to pull the diversity mandate included Will Hild, executive director of Consumers' Research. He said he was pleased to see the exchange “abandon its anti-White, anti-Asian, and anti-male discrimination scheme.”24,960 directors in the US17,453 are male with an average influence of 1.4 women (it would take about 1 ½ women to equal one dude)White and Asians are 83% of directors and 83% of the US workforce, but are worth 1.4x the influenceWill Hild's most discriminated group - the White and Asian male - is worth, on average, 1.75x the average Black or Hispanic woman in terms of influence and powerConsumers Research is associated with the Philanthropy Roundtable which is associated with every idiot anti-woke anti-gay anti-black anti… non profit org, and Will Hild has made a solid 300k/year making up things about ESG and wokeismHolding students hostageData breach hitting PowerSchool looks very, very bad64.2m students9.5m teachersLargest breach everMaybe they also need to hire Clorox CEO on their board…Headliniest of the WeekDR: Velveeta just made nacho cheese you can stick in your pocketMM: Marriott elects Taco Bell CEO to board of directorsWho Won the Week?DR: the security team paid to protect Tim Noel, UnitedHealthcare new CEO to replace murdered Brian Thompson: best negotiation position ever?MM: Lawyers - how many law firms salivated at the idea of suing the Trump administration for every one of his six thousand executive orders on day one?PredictionsDR: Compensation Committees go buck wild in 2025MM: Zuckerberg's new algorithms automatically append the word “boobs” to every user search, except for the search for Democrats, which also replaces the word Democrats with “boobs”

Our very special guest this week is is Artemis Patrick, President of Sephora-North America, clearly one of the most remarkable brands in retail today. Artemis shares her remarkable personal and professional journey, along with the keys to Sephora's fantastic growth across the last two decades. We explore how the brand creates a harmonized shopping experience, the role of both humans and technology in delivering a memorable customer experience, and why supporting diverse voices is so important. We also get many inspiring leadership lessons and learn about Sephora's plans to update all their stores.Before our interview, as usual, we dig into the most important news of the week, including a quick review of Black Friday/Cyber Week trends. Then it's on to earnings reports from Foot Locker (a very stalled turnaround), Kroger (meh), the two big dollar store players (losing momentum), and Chewy's (slowing sales growth as they search for sustainable profits). We also report that the Saks and Neiman Marcus deal may finally close and reveal a potential new segment.Celonis NRF eventOur interview with Anish Melwani, CEO, LVMH North America About ArtemisArtemis Patrick is the President & CEO of Sephora North America. In her role, Artemis is responsible for shaping the retailer's strategic multi-year growth for the US and Canada. She is also a member of Sephora's Global Leadership Team (SLT) and Sephora America's Operating Committee. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.This month's episode features one of iCapital's senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a number of years. At iCapital, she oversees Investor Relations, Enterprise Integration, and Client Operations teams to optimize the client experience. Eileen has had a number of senior and instrumental roles at iCapital. She's also a member of iCapital's Operating Committee. She was previously Head of Fund Management & Research for iCapital, where she was responsible for origination and development of new investment products and lifecycle management of existing offerings. She also led Distribution for iCapital, leading the sales and relationship management function after joining from Credit Suisse.iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what's happening in private markets.Eileen and I had a fascinating and lively discussion about how technology innovation, and AI and automation in particular, are revolutionizing alternative investments and how technology can drive growth and operational efficiency. We covered:How and why alternatives distribution has evolved. The importance of meeting clients where they are.The evolution of wealth channel strategies.How much does structure matter?When and why Eileen saw registered funds as a major driver of the future growth of private markets well before they became mainstream.The impact of registered and evergreen funds on operations and fund administration.Where will the biggest efficiencies come from in the automation of post-investment processes?How AI and automation will enhance operational efficiency?Thanks Eileen for a great episode … looking forward to next month's Monthly Alts Pulse conversation!

Nick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being available to institutions to now becoming more accessible to the wealth channel. They delve into the changes in product structures, the introduction of technology to simplify operations, and the emergence of educational opportunities to help advisors understand the role alts play in client portfolios. Nick is Co-Founder and one of the Managing Partners of iCapital, where he is Head of Portfolio Management. He is also a member of the company's Operating Committee. Nick spent 11 years at Veronis Suhler Stevenson (VSS), a middle market private equity firm where he was a Managing Director responsible for originating and structuring investment opportunities. At VSS, he specialized in the business information services sector and helped spearhead the firm's investment strategy in the financial software and data sector, including its investment in Ipreo. Nick was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star-Ledger, and a Senior Associate in the New Media Division of Newhouse Newspapers. He holds a BA in economics from Trinity College and FINRA Series 7, 79, and 63 licenses. Nick Veronis | LinkedIn Powering the World's Alternative Investment Marketplace - iCapital Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Jackie VanderBrug, Head of Sustainability Strategy at Putnam Investments, a division of Franklin Templeton.  At Putnam, Jackie is responsible for leading the company's ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and integration. She is also a member of Putnam's operating committee. Join them as Jackie shares her journey from economic research to leading sustainability at Putnam, where she emphasizes the integration of financial material ESG factors to drive long-term business value. The discussion also touches on the importance of career development over monetary gain, the evolving landscape of ESG, and the role of gender lens investing in creating positive societal impact.  Jackie debunks misconceptions about gender lens investing and highlights its potential to enhance risk-adjusted returns. The episode concludes with a discussion on socio-economic inclusion, the role of finance professionals in driving change, and advice for aspiring and seasoned financial leaders. Jackie underscores the importance of moral imagination in finance and praises Scholars of Finance's mission of fostering ethical leadership. Meet Jackie VanderBrug Jackie VanderBrug is Head of Sustainability Strategy for Putnam Investments, responsible for leading Putnam's ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and integration, and is a member of Putnam's Operating Committee. Prior to joining Putnam, Jackie served as Head of Sustainable and Impact Investment Strategy for the Chief Investment Office within Bank of America Corporation. In this role, she drove consideration of sustainability throughout the investment process for Bank of America Private Bank and Merrill. Jackie served as the Managing Director at Criterion Ventures, where she worked with high-net-worth individuals and non-profits on impact strategies and led the development of the field of gender lens investing. She also led business development for the technology firm iBasis and co-founded Work in Progress, a non-profit social enterprise focused on career development for underprivileged youths. Jackie started her career as a domestic policy analyst for the U.S. Congress and as a strategy consultant to Fortune 500 companies at CSC Index

In this episode, Steve Fretzin and Matt Campobasso discuss:Preventing problems before they have a chance to happen repeatedly. Assessing the risks you want to take when your company is growing and evolving. Pros and cons of private practice versus an in-house career. How to successfully network with a general counsel.  Key Takeaways:Good prevention doesn't eradicate all risks but stops many unnecessary risks. All risks aren't bad, but you want to have the option of which risks you want to take. Working at a larger law firm right out of school allows you to learn from many other lawyers and can give you a broader perspective on different aspects of legal. In your own practice (or in a law firm in general) you want to be working on and building your book of business - rarely are clients going to fall into your lap with no relationship building on your end. When reaching out to a potential client, do your homework first. Try to understand where they are at and what their pain points are.  "I've said this for a long time, the best lawyers know the best way to protect their clients is to know their clients, and there's no better way to know your client from the inside." —  Matt Campobasso Take the BE THAT LAWYER challenge at Fretzin.com! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: Upstream: The Quest to Solve Problems Before They Happen by Dan Heath - https://www.amazon.com/Upstream-Quest-Problems-Before-Happen/dp/1982134720 About Matt Campobasso: Matt Campobasso is the General Counsel and Corporate Secretary of Enfusion, Inc., a publicly traded fintech company headquartered in Chicago. He also serves as a member of Enfusion's Executive Committee and as Co-Chair of its Operating Committee. Campobasso joined Enfusion in September 2020 as Deputy General Counsel and assumed the role of General Counsel in November 2022. During his time with Enfusion, the company went public via an October 2021 IPO and is traded on the New York Stock Exchange. As General Counsel, Campobasso oversees a team of nine lawyers who manage Enfusion's legal operations and risk for a global organization with offices in eight countries. The team prioritizes a business-first approach that combines “range” and “upstream thinking” aimed at solving problems before they arise and employing legal strategies that safeguard and advance business strategy. In addition to Enfusion, Campobasso's 18 years of legal experience include time spent as a government prosecutor, as an associate and then partner with Freeborn & Peters (now Smith, Gambrell & Russell, LLP), and, most recently, as general counsel for TruQua Enterprises (acquired by IBM in 2020). Campobasso earned a J.D. from the University of Illinois Chicago School of Law and an undergraduate degree in psychology from the University of Illinois Urbana-Champaign. Connect with Matt Campobasso:  Website: https://www.enfusion.com/LinkedIn: https://www.linkedin.com/in/mrc1921/LinkedIn: https://www.linkedin.com/company/enfusion-llc/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to veteran investor Jyotivardhan Jaipuria of Valentis Advisors. Jyotivardhan Jaipuria shares his investment strategy focusing on unearthing undervalued companies with robust earnings growth. In this conversation you'll learn about consumption vs. investment, investment themes driven by government spending, looking for banks with strong deposit franchises and a focus on corporate lending, The IT sector, the impact of AI and much moreAbout Jyotivardhan Jaipuria Mr. Jyotivardhan Jaipuria has an overall 36 years of experience in the Indian Capital Market including 21 years at DSP Merrill Lynch and 8 years at ICICI. He was Head of Research and strategist for India at DSP Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist and analyst, Jyoti was rated amongst the top in India by leading institutional investors and figured in the Top 5 leading vote getters regularly. The DSP Merrill research team was consistently ranked top 3 in India in investor surveys. In the 15 years he headed research, the team was No 1 in the Institutional Investor survey on 4 occasions. Jyoti served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Jyoti has an MBA from the Indian Institute of Management (IIM), Ahmedabad.For more of our coverage check out thecore.inThe Core Report: Weekend Edition ft Jyotivardhan Jaipuria (Video)--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Hobson, MT producer, Andy Kellom has been appointed to serve on the Beef Promotion Operating Committee that develops the annual budget for the national Beef Checkoff. After attending his first meeting, Andy tells us about the committee's role in building beef demand.See omnystudio.com/listener for privacy information.

This week we interviewed Steve C de Baca. Steve is Executive Vice President and Chief Patient Safety & Quality Officer of Royal Philips. He brings more than 30 years of quality and regulatory affairs (QRA) experience in the medical technology industry. Prior to joining Philips, Steve served as the EVP of QRA for Cardinal Health, supporting the $185 bn enterprise and was a member of the Operating Committee. Prior to this, Steve served as VP of QRA for Orthopedics and Americas for Zimmer Biomet, where he was responsible for supporting multiple business segments as well as the Americas region for international regulatory and compliance. Earlier in his career, he served as the SVP of Quality, Regulatory & Clinical Affairs for the Danaher Diagnostic platform, which includes the four separate operating companies of Beckman Coulter Diagnostics, Leica Biosystems, Radiometer & Cepheid. Prior to that, Steve was with Boston Scientific for over eight years in progressively senior strategic roles, the last of which was VP of Quality, for the Cardio, Rhythm, and Vascular (CRV) and the Neuromodulation businesses. Additionally, Steve served as an industry board member and instructor for six years for the Regulatory Affairs master's degree program at St. Cloud State University. He earned a bachelor's degree in engineering and industrial technology and an MBA, both at California State University Long Beach.   He lives in Minnesota and has been married to his wife Katherine for over 24 years. They are proud of their son Carson who is currently attending Northeastern University in Boston.

Van Stults - Founding Partner of Orion Capital Managers. Privately owned Orion is a leading European real estate private equity firm founded in 1999 by its 3 partners, Aref, Van and Bruce. With offices in London, Madrid, Milan, and Paris, Orion operates across major European markets, leveraging its local presence and extensive network to identify and capitalize on outstanding investment opportunities. Van has had a phenomenal career spanning more than 40 years. Prior to setting up Orion he was a member of the board of directors of Lasalle, a Managing Director, a member of the Operating Committee and head of European investment activities. Van also established Lasalle's European offices in London and Paris in 1990. I sat down with Van to discuss a broad range of subjects which covered some of the following topics:   * How he got into real estate * International trends in capital raising * Orion business model   * Where to allocate opportunistic capital in Europe * Shared business vision with co-founders Aref and Bruce * Creating high performing, aligned, international teams * Panorama St Pauls – HSBC's global HQ Oh, and one last question - who are the People, what Property, and in which Place would Van invest should he have £500m of capital at his disposal. Catch the full episode which is live on Spotify, Apple and Youtube NOW! The People Property Place Podcast

Tony serves as Canaccord's Chief Market Strategist, and member of the Firm's U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on the various financial news networks, such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level.   He is a graduate of Le Moyne College with a Bachelor of Arts degree in political science, and currently sits on the Le Moyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys flying, scuba diving, sky diving and all outdoor sports.

Explore artificial intelligence (AI) and machine learning (ML) in the corporate environment, featuring Murli Buluswar, the Head of Analytics for the U.S. Personal Bank at Citi. The discussion focuses on integrating AI and ML into core business strategies and operations, offering a nuanced perspective on leveraging these technologies for improve decision-making and business outcomes.Key learnings from this episode include:► *Integrating AI/ML into Business Strategy and Operations:* Gain insights into how AI and ML are reshaping strategic planning and operational processes, emphasizing the need for a holistic approach that goes beyond simply adopting tools.► *Emphasis on Outcome-Driven AI Initiatives:* Discover the importance of focusing on measurable results in AI/ML projects, highlighting the significance of financial outcomes and the value of cross-functional team collaboration for impactful implementation.► *Fostering a Culture of Innovation and Curiosity in AI Adoption:* Learn about the challenges and strategies involved in creating an organizational culture that is receptive to AI, underlining the necessity for continuous learning, innovation, and curiosity to fully harness AI's potential in business.Join this thought-provoking episode with Murli Buluswar, examining strategic and operational facets of AI in the enterprise, uncovering key insights and actionable strategies for businesses aiming to navigate the enterprise AI.

iCapital Co-Founder Dan Vene discusses the evolution of alternative investing and iCapital's role connecting financial advisors and asset managers. Dan then explains iCapital's latest product rollouts, Marketplace and Architect. Finally, he offers his thoughts on the current investing environment and regulatory insights within the alts space. Dan Vene is Co-Founder and one of the Managing Partners of iCapital, where he leads the iCapital Marketplace, the largest global platform that connects wealth managers with the world's leading alternative asset managers. Dan is also a member of the company's Managing Committee, Operating Committee and Investment Committee.——————————————————————Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC.

Janine has been flexing her moxie muscle throughout her life. In every phase of her career, she has identified her strengths and pursued roles that would build on them. Her path has been a moxie mix of serendipity and strategy and an openness to embrace the opportunities presented to her. Janine also sees connections between people and the organizations she serves throughout her impressive public relations and marketing career. Through her creativity and vision of what's possible, she creates synergy.Janine has held a succession of positions in marketing/public relations and development, including Press Officer of Harrods (in London); Executive Vice President, Head of Corporate Communications, and a member of the Operating Committee of Saatchi & Saatchi Advertising; founder and President of Saatchi & Saatchi Public Relations; and founder and CEO of her own eponymous marketing public relations agency specializing in luxury goods, healthcare and not-for-profit. Her clients included Kiehl's, Shiseido Cosmetics, The Platinum Guild, The Capital Grille, Time Inc., Johnson & Johnson, McNeil Consumer Products, Mayo Clinic and the Weizmann Institute of Science.Having sold her public relations agency and “retired,” Janine and her husband relocated from New York City to Miami.  She now serves on the Board of Trustees of Miami City Ballet and does pro bono marketing consulting for PAMM and Baptist Health. She is a member of the Century Association, Cosmopolitan Club, Economics Club of New York, Penn Club of New York City and, with her husband, Fisher Island Club and Yale Club of New York City.This episode of Main Street Moxie is proudly sponsored by Elyse Harney Real Estate and Kindred Property Care.

9-12-23 AJ DailyTissue Sampling TipsAdapted from releases by Angus Genetics Inc. and Sarah Kocher, Angus Communications Beef Promotion Operating Committee Approves Fiscal Year 2024 Checkoff Plan of Work Adapted from a release by the Beef Checkoff Program Farmers Union Kicks Off 2023 Legislative Fly-In  Adapted from a release by Ross Hettervig, National Farmers Union Top 10 Named in Ag Innovation Challenge Adapted from a release by the American Farm Bureau Federation Compiled by Paige Nelson, field editor, Angus Journal.  For more Angus news, visit angusjournal.net. 

What is fixed income investing, how does it work, and what is the landscape like on the buy-side?  We are proud to present one of our most exciting and high profile interviews EVER with Brian Weinstein, head of Fixed Income at Morgan Stanley Investment Management (MSIM).  We discuss the current market environment, credit products, economic policy & inflation, and we ask the tough question: can the yield curve really predict the future?  For anyone interested in exploring a job on the buy side, we talk about the path to a career, some of the key skills required, and what the relationship of portfolio managers and researchers looks like at one of the world's biggest asset managers.  Brian Weinstein is the Head of Fixed Income and a member of the Operating Committee of Investment Management at MSIM. He joined the firm in 2018 from Blue Elephant Capital Management, a fintech focused private credit asset manager, where he was co-founder and CIO. Prior to that role, Brian spent 16 years at BlackRock, where he was the Head of Fundamental Institutional Fixed Income, overseeing $300 billion across multiple fixed income-based strategies. Brian earned a B.A. in history from the University of Pennsylvania.Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

With Hosts Jack Hardill and Wolfgang Klien, Matt Shandro, Founder and Portfolio Manager at Fulcra Asset Management Matt has over 25 years of investment industry experience. He started his career as an equity sell side analyst before moving to the buy side and credit investing. Matt has worked as a portfolio manager at one of the largest mutual fund companies (CI Investments) and one of the wealthiest individuals in Canada (Jim Pattison).  Experience in all aspects of fixed income investing (investment grade, private loans, high yield, distressed / bankruptcy, convertibles, and preferreds) combined with an entrepreneurial spirit culminated in the establishment of Fulcra and a differentiated approach to investing in credit markets.  Tony Dwyer, Tony serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level. Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co[1]director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating Committee. He is a graduate of Le Moyne College with a bachelor's degree in political science and currently sits on Le Moyne's Board of Trustees. He lives in New Jersey with his wife and two sons, and enjoys flying, scuba and sky diving, and all outdoor sports.

Matt Breitfelder is a Partner and Global Head of Human Capital at Apollo Global Management, where he focuses on attracting and developing extraordinary talent and creating an innovative, high-performance culture. Matt previously served as Chief Talent Officer and member of the Operating Committee at BlackRock and is the co-author of numerous Harvard Business School case studies on leadership. Our conversation covers Matt's upbring at the intersection of business and psychology, lessons from high stakes negotiations working for the US Department of Commerce, and path to a career focusing on the intersection of business performance and unlocking human potential. Along the way, we discuss techniques to optimize teams, individuals, and organizations that Matt has employed at Blackrock and Apollo and close discussing how to apply these tools to smaller organizations and to assess human capital in investment firms. For full show notes, visit the episode webpage here. Learn more about Creditor Coalition's 2023 Allocators Conference. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

David Tayeh joined the Firm in 1999 as a Partner in the Private Equity team. From 2003 to 2005, David served as the Chief Financial Officer of Jostens, Inc., a former Investcorp portfolio company. Prior to Investcorp, David was a Vice President with DLJ. ​ In 2015, David rejoined Investcorp as the Head of North American Private Equity from CVC Capital Partners where he was a Partner from 2011. David is a member of Investcorp's Operating Committee, Investment Committee and the Financial & Risk Management Committee. ​ He currently serves on the board of directors of AlixPartners, CrossCountry Consulting, Fortune International, Health Plus Management, ICR, KSI Auto Parts, RESA Power, Revature, Roadsafe, Sunrise Produce, Alex Lee, and Arab-American Family Support Center. David holds a BA degree in Politics, Economics, Rhetoric and Law from the University of Chicago and an MBA from the Wharton School of Business at the University of Pennsylvania  

Project Veritas got an apparent Pfizer executive on video admitting the company does “directed evolution” of viruses, including Corona viruses. It's a great piece of work, but why is anyone shocked? We have covered Pfizer's many crimes and their lies; we have made clear they run the CDC and FDA and most of the Mockingbird Media.https://thetoddhermanshow.substack.com/p/the-united-states-of-pfizer#details. . . we just watched again how much control Pfizer has over media and tech. The MailOnline disappeared their story on the Project Veritas scoop. YouTube has deleted the video. Google played this game: The Mockingbirds aren't covering it. Then, there is Pfizer's response. I break it down in the show. Know this: Pfizer didn't want their response seen by anyone. How do I know? The same way anyone who works in the media knows. Look when they released it. What does God say?The Lord warned us about “times such as these …” Does this not describe everything The Party is pushing in our society? 2 Timothy 3:1-53 But mark this: There will be terrible times in the last days. 2 People will be lovers of themselves, lovers of money, boastful, proud, abusive, disobedient to their parents, ungrateful, unholy, 3 without love, unforgiving, slanderous, without self-control, brutal, not lovers of the good, 4 treacherous, rash, conceited, lovers of pleasure rather than lovers of God— 5 having a form of godliness but denying its power. Have nothing to do with such people.God will render His judgment 2 Thessalonians 1:9These will pay the penalty of eternal destruction, away from the presence of the Lord and from the glory of His power,The Lord wants people to repent, He wants to save us. He sent His only son for that purpose! How long have I said Pfizer is a criminal organization? BREAKING: @Pfizer Exploring "Mutating" COVID-19 Virus For New Vaccines. "Don't tell anyone this...There is a risk...have to be very controlled to make sure this virus you mutate doesn't create something...the way that the virus started in Wuhan, to be honest."Who is "Jordon Trishton Walker"?; Project Veritas recently released a video featuring "Jordon Trishton Walker," Pfizer executive who revealed shocking new info. But finding anything about him is tough. Here is what I've found so far.O'Keefe: We've obtained internal Pfizer docs verifying Jordan Walker as Pfizer Director, Research & Development Strategic Operations. Graduated Yale 2013. Doctor Med at U of Texas Southwestern medical school.. His supervisor reports to Mikael Dolsten who reports to Albert Bourla, CEO. Pfizer's response Malone: “OK, this is an interesting tidbit. Pfizer is basically acknowledging that they are doing the same type of gain of function research that Boston University was caught doing, but they are denying that it is gain of function or directed evolution.” CDC Official: “Just get rid of all the ‘whites . . . ‘“Language Warning: CRAZY: Justin Trudeau swarmed by angry protesters outside the Bread Bar in Hamilton.MailOnline deleted the story about Pfizer doing GOF on Corona VirusesAustralian Senator Malcolm Roberts drops truth bombs: "Billionaire, globalist corporations will own everything: Homes, factories, farms, cars, furniture, and everyday citizens will rent what they need - if their social credit score allows."Love or hate her, Ayn Rand was a piercing voice on moral questions that continue to haunt the 21st century. Watch this 1959 clip with Mike Wallace and ask yourself: was she wrong?EmailsCathiHey Todd, I just sat down to listen to your episode of Speak now or forever be held in silence. You had mentioned going on record with feeling like you're in a hostile work environment…YES!I did that with my company, a Major Bank. I've been there 21 years. After January 6th, 2021, The Bank and other woke corporations hopped on the narrative about insurrectionists and no PAC dollars to any elected member who questioned the election…blah blah.Anyway, I professionally and calmly escalated concerns until one The Head of Govt Relation direct reports contacted me and I calmly told them explicitly that The Bank was creating a hostile work environment. The Bank certainly didn't stop with wokeness but going on record like that is the only way to hold them accountable if one needs to take legal action - including if one gets fired for escalating concerns. We have to put that in there for protection - plus it's the truth.In addition, in December 2021 when The Bank and other organizations were pushing the injection or you couldn't take your mask off at work and new people couldn't be hired without proof of the injection, I escalated a letter to all of the Board of Directors, Operating Committee and most Senior Leaders. I told them I would hold them accountable to several things: since the injection does not prevent infection, they're completely ignorant on covid facts; given that the injection doesn't stop infection yet they're still pushing it, it seems entirely possible that some of them may have an unhealthy weighting of stock in pharmaceutical companies and should be audited for a conflict of interest; BUT the kicker of the feedback I gave was that THEY'RE the ones creating systemic racism given that black people and people of Mexican/Hispanic descent have the lowest injection rates and therefore are the ones who are disproportionately impacted by wearing masks and not being eligible for hire without the injection. By Feb they dropped in the injection requirement for new hires. By the end of March they very abruptly stopped their covid testing. I'm not saying it had anything to do with my letter. But it could have helped. If we go on record using their own rules, we can actually say a lot to senior leaders without compromising ourselves. And of course, we must always stay calm in written word and voice.God be with you, Todd.

Description:  In today's episode, I talk to two amazing women leaders that are taking their industries to whole new heights! You will know Betty DeVita, Global C Suite leader, board director, and fintech advisor, and Melissa Kivett, Managing Director, Head of Prudential's Enterprise Strategic Relationship Management. They share powerful stories of transformation detailing how they became the highly respected, recognized, and rewarded leaders that they are today. Melissa and Betty share a lot of similarities in their quest for success. Both have had challenges in their childhood that have significantly contributed to how they see and handle circumstances that come their way. They have gathered skills, networked, and faced any endeavor with great resilience. They are firm believers that opportunities come and go, and when people take the risk to provide you a platform, (to be heard, seen, and speak your truth) you need to take the path, re-define the trajectory of what is possible for you, and become the leader you are meant to be. Over the years, Betty & Melissa have brought companies to new directions because of their never-ending quest for growth, creativity, and positive impact. Their curiosity and courage to try new ideas has truly gained the respect and trust of prestigious industry leaders, organizations, and colleagues. In this episode, they share their experience with gender-bias and their commitment to creating gender-equal workplaces that thrive and break through male-dominant corporate cultures. Tune in to learn more Guest Bio: Betty DeVita Betty joined Finconecta in May 2019 as a member of the board, and Chief Business Officer.  She is the founding CEO of BetdevSolutions, a fintech advisory practice working with early-stage and emerging companies on: strategy, value creation, partnerships, and the path to global scaling using her experience as a global executive in digital transformation and consumer financial services/payments.  She served as Chief Commercial Officer of Digital Payments & Labs, MasterCard.  In this global role, she was responsible for:  Commercializing MasterCard Labs Digital order payments platform  IoT commerce platform.   Before this role, she served as the President of MasterCard, Canada, supervising all aspects of the company's enterprise.    Before joining MasterCard, she held various positions with Citi, in their global consumer franchise from 1982 to 2010.  She left Citi as the Chair/CEO for Citibank Canada Inc. where she led the franchise across all lines of business.  Her geographic scope for Citi included Latin America, the U.S., and Asia.  Betty was inducted into the Women's Executive Network Hall of Fame as one of Canada's Most Powerful Women.  She earned the Institute of Corporate Directors certification from the University of Toronto and has served on multiple boards: Banco Popular (Nasdaq: BPOP) Tech & Comp committees, 2021  Home Capital (TSX: HCG) Audit and Tech committees, 2021  Molson Coors Brewing Company (NYSE: TAP) from May 2016 - May 2020.  She is a passionate advocate and proponent of women's leadership and development. She is a connector of people and ideas.  Email: bkdglobalgal@gmail.com           betdevsolutions@gmail.com  LinkedIn: www.linkedin.com/in/bettydevita Website: https://finconecta.com twitter: @bettykdevita  Melissa Kivett Melissa Kivett is the Managing Director, Head of Prudential's Enterprise Strategic Relationship Management. She is responsible for strategically catalyzing and deepening relationships with Prudential's most valued partners and industry associations. She is an Executive Board Member of the Insured Retirement Institute, the leading financial services trade association for the retirement income industry, and Secretary of the Board and member of the Operating Committee for the Alliance for Lifetime Income.  Previously, Melissa held multiple leadership roles at Prudential, most recently as Chief Customer Experience & Marketing Officer of Individual Solutions Group. In a prior role as Chief Strategy Officer of Annuities, she led customer-focused digital transformation and redefined the skills and capabilities of the strategy, marketing, customer experience, communications, operations, and business intelligence teams. These efforts resulted in double-digit increases in business growth and team engagement. Prior to joining Prudential, Melissa held diverse global roles at several Fortune 500 financial services companies, including head of strategy, business development, marketing, innovation, and investor relations.  Her experience includes taking a Fortune 500 company public (second largest IPO that year next to Google) and leading investor relations during the 2008 financial crisis and SEC investigation. She also launched a global financial services brand, digitized a marketing organization, strategically reimagined a business portfolio for growth, and upskilled small and large 200+ multi-disciplinary teams. A published innovator, Melissa's work has been recognized by Innovation Leader magazine and the Corporate Executive Board. The Insurance Advisory Board recognized her accomplishment to build a strategic investor relations function as an industry best practice. Institutional Investor magazine named her work as one of the most shareholder-friendly teams in the financial services sector.  Kivett received a Bachelor of Arts from the University of Massachusetts and a Master of Business Administration from Columbia Business School. She serves as a coach with the 92nd Street Y for Women in Power and is a member of the Financial Women's Association and Columbia Women in Business. Previously, Melissa served on the Board of Directors for Assurant's European Operations, the Advisory Council for the Investor Relations Roundtable, and the New York Stock Exchange Advisory Group. Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Variable annuities are distributed by Prudential Annuities Distributors, Inc. Variable universal life insurance policies are offered through Pruco Securities, LLC. All are Prudential Financial companies, and each is solely responsible for its own financial condition and contractual obligations. Prudential Annuities is a business of Prudential Financial, Inc. © 2019 Prudential Financial, Inc. and its related entities. Prudential Annuities, Prudential, the Prudential logo, the Rock symbol, and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities registered in many jurisdictions worldwide.   Email: kivettms@gmail.com LinkedIn: https://www.linkedin.com/in/melissakivett/  Twitter: @MelissaKivett Belinda's Bio:  Belinda Pruyne is a sought-after Leadership Advisor, Coach, Consultant and Keynote speaker. She is a leading authority in guiding global executives, professionals and small business owners to become today's highly respected leaders. She gained a wealth of expertise in the client services industry as Executive Vice President, Global Director of Creative Management at Grey Advertising, managing 500 people around the globe. With over 25+ years of leadership development experience, she brings industry-wide recognition to the executives and companies she works with. Whether a startup, turnaround, acquisition, or global corporation, executives and companies continue to turn to Pruyne for strategic and impactful solutions in a rapidly shifting economy and marketplace.    Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne  Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/  Twitter: https://twitter.com/belindapruyne?lang=en  Instagram: https://www.instagram.com/belindapruyne/   

#datascience #analytics #banking #citibank #customerexperience Citibank uses data, analytics, and AI to improve the customer experience, but that's only the beginning. We speak with Murli Buluswar, Citi's Head of Analytics for the US Consumer Bank, about how his team supports businesses from origination to acquisition to customer retention and beyond. He also shares practical advice on how to bring data and analytics into your own organization.The conversation includes these topics:-- On data science and analytics at Citibank-- On the role of data science in financial services-- How are data science and analytics used in banking?-- How Citibank selects which data problems to solve?-- On using data science and analytics to achieve specific business outcomes-- Examples of data science in banking-- Examples of using data science to improve long-term customer outcomes at Citibank-- Using data science and analytics to manage risk and uncertainty-- How to build a data-centric culture?-- How Citibank uses data analytics in banking to improve customer service, loyalty, and retention?Read the full transcript: https://www.cxotalk.com/episode/analytics-data-science-citibankSubscribe to our newsletters and be notified of live shows: https://www.cxotalk.com/subscribeAs Head of U.S. Consumer Analytics (USCA), Murli Buluswar is leading the execution of the vision to ‘be a critical partner in achieving a quantum leap in customer intelligence' across Citibank's 30MM+ customer base. An ‘intrapreneurial' analytical and strategic C-Suite Financial Services Leader, Murli has successfully built alignment and achieved commercial outcomes by challenging conventional processes while harnessing data-driven intelligence. A former member of The Operating Committee of The American International Group (AIG), Murli has influenced Fortune 100 board members and senior leaders to expand innovative thinking and execution through data insights. As Chief Science Officer for AIG, Murli built a (data) Science team to ‘serve as a catalyst for consistent evidence-based decision making at AIG.' Science served as an internal data-driven innovation unit with a complementary set of capabilities in: problem structuring, data engineering, behavioral science, data science, and software development. The Science Team helped reduce operating costs, improve loss ratios, increase sales, and engage with customers to reduce risk.Prior to Citi, Murli was a Senior Advisor to The Boston Consulting Group (BCG) and two startups. He helped shape clients' ability to retool decision making powered by data.

9-13-22 AJ DailyFour Estate Planning Mistakes to AvoidAdapted from an article by University of South Carolina Beef Promotion Operating Committee Approves Fiscal Year 2023 Checkoff Plan of Work Adapted from a release by the Beef Checkoff Program USDA World Agricultural Supply and Demand Estimates: Livestock Adapted from a release by the USDA Compiled by Paige Nelson, field editor, Angus Journal.  For more Angus news, visit angusjournal.net.

Logan Allin is the Managing Partner & Founder of Fin Capital where he is responsible for management of the firm, sourcing/making investments, maintaining board responsibilities, and adding operating value across the portfolio. Logan was most recently Vice President of SoFi Ventures, where he was tasked with investing in and working hands-on with FinTech companies, as well as running SoFi's accelerator and corporate development efforts. Prior to SoFi, Logan was focused on entrepreneurial advisory and operating roles at Light Street Capital, Formation 8/Group, Zanbato, Addepar, Point Finance, Price, BridgeAthletic and ONEHOPE. Prior to his entrepreneurial pursuits, Logan was a corporate executive, as Head of Strategy, overseeing the enterprise FinTech strategy and execution, while serving as a member of the Operating Committee at Atlantic Trust, the Private Wealth Management arm of Invesco (and now CIBC). Previously, Logan was a Senior Vice President in City National Bank's wealth management division (now part of RBC) where he led the technology strategy, open product architecture platform, and other strategic initiatives. Logan spent his earlier career in management consulting, in leadership positions at PwC, EMC, and Capgemini, focused exclusively on the intersection of Financial Services and technology. Logan earned Bachelor of Arts degrees in public policy and political science from Duke University and a M.S. in Management from Stanford University's Graduate School of Business where he was a Sloan Fellow.

Being the top dog isn't easy. In fact, 30% of Fortune 500 CEOs last fewer than three years. What does it take to get to the top and excel? Vikram Malhotra of McKinsey & Company joins Kevin to discuss the research findings on how the top CEOs do their job. Conversations with the best of the best revealed six similar mindsets across the board. Key Points In this episode, Kevin and Vik discuss the process of determining CEO success.  Vik shares the 6 mindsets top CEOs share with a focus on being bold, treating the soft stuff like the hard stuff, and understanding team psychology.  Vik shares examples of how the mindsets worked in practice. Meet Vik Name: Vikram Malhotra  His Story: Vikram Malhotra is the co-author with Carolyn Dewar and Scott Keller of CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest and a senior partner in McKinsey's New York office and is the longest-tenured member of the firm. He served on its Board of Directors for 13 years, its Operating Committee for six, and its Senior Partner Committee for five. He was also Managing Partner for the Americas and currently chairs the firm's Professional Standards Committee. Worth Mentioning: 

With hosts Wolfgang Klein and Jack Hardill.  This week, Wolfgang and Jack chat with their guests about the digital gaming world, navigating the online sports betting world as well as a bear VS bull market conversation. Guests: Jason Tilchen is a Vice President and Senior Equity Analyst covering the Internet and Digital Gaming sectors with Canaccord Genuity. Jason's focus is on the rapidly expanding online sports betting and iGaming industry. He has published several deep-dive reports on the space, and he has also spent time covering the emerging Digital Assets industry. He joined Canaccord Genuity in 2019 as a Senior Equity Research Associate on the Internet and Digital Assets team, prior to which Jason spent three years as an Equity Research Associate at Wellington Shields, covering companies across all sectors and market capitalizations as a generalist, and he began his career by spending four years at Axiom Investors. Jason graduated from the Kelley School of Business at Indiana University, Bloomington with a B.S. in Finance in May 2012 and is a CFA Charterholder. Tony Dwyer serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level.Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co-director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating Committee. He is a graduate of LeMoyne College with a bachelor's degree in political science and currently sits on LeMoyne's Board of Trustees. He lives in New Jersey with his wife and two sons, and enjoys flying, scuba and sky diving, and all outdoor sports.

How did you decide what you wanted to be when you grew up? Some of us are still trying to decide. Things don't always go as planned, especially when it comes to our careers. Whether we were looking to get promoted, change jobs, or transition into a new role — being curious and taking risks is part of growing professionally. For this podcast, Robyn Shepherd, Partner and Head of Corporate Engagement at Bridgewater Associates tells us about her risk-taking experiences and making her voice heard. She also tells us about how to ask for the help you need to succeed.  Robyn grew up with an exposure to a great education but lacked awareness for the vast possibilities it could take her in her career. As she grew in her professional life, she understood that she needed to prepare to seize the moment when opportunities unexpectedly came her way. She feels it is as important to know what you don't want to do as it is to know what you do want to do and be aware of what you're passionate about. Success involves building great professional relationships and the best way to make those connections is being authentic–something Robyn is known for. Her positive energy will lift you up and give you ideas on how to take a new path at work. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Robyn. Highlights:  [02:22] Robyn's journey [10:10] Stepping into new opportunities with courage [13:28] How to make important decisions [16:25] Creating opportunities and forging your own path [19:22] How to locate the decision makers [21:45] Making sure your voice is heard [24:15] Habits and hacks for think time [26:09] The importance of realizing what you don't want to or can't do [30:18] The vital role of community, advocates, and mentees [35:29] Asking for help [40:21] Looking for an advocate [43:42] Being authentic about building professional relationships [45:58] Lightning round questions Quotes: “When you don't know what you want to do, do the hardest thing you can so that you're set up when opportunity comes knocking.” – Robyn Shepherd “Preparing for the worst isn't the only thing, it's also about imagining the opportunity.” – Robyn Shepherd “Saying yes to something means you are saying no to something else.” – Robyn Shepherd Lightning Round Questions: What book has greatly influenced you?  “The Daily Stoic” by Ryan Holiday What is your favorite inspiring quote or saying?  “How long are you going to wait before you demand the best for yourself?” - Epictetus, Greek Stoic Philosopher What is one word or moniker you would use to describe yourself?  Tough What is one change you've implanted that made your life better?  When my kids get home from school, I do everything I can to not be working and having half-hours of transition.  What power song would you want playing as you walk out onto a stage?  “Black and Yellow” by Wiz Khalifa  About Robyn Shepherd: Robyn Shepherd joined Bridgewater Associates in 2004 and is currently the Head of Corporate Engagement. Reporting to the CEO, Robyn oversees the firm's public affairs, communications and branding functions, as well as the company's initiatives for operational sustainability, social responsibility, and plays a leading role in Bridgewater's Diversity and Inclusion efforts. She is a Partner of the firm and a member of the Operating Committee and Commercial and Business Strategy Committee. Robyn began her career at Bridgewater as a Senior Investment Associate in the Account Management group and later took on other key roles within the firm's Client Service and Marketing team — first as an Associate Client Advisor covering the firm's international client and marketing relationships, and later as the Head of Client Service Analytics. Subsequently, Robyn served as Chief of Staff to CEO David McCormick, partnering with him on the firm's strategic agenda, business oversight, management of the Client Service and Marketing department, and corporate governance. Robyn was a founding member of the firm's Diversity and Inclusion Council, and the Co-Founder and Senior Sponsor of Bridgewater's Women's Influence Network (WIN). She was recognized by The Hedge Fund Journal as one of the “50 Leading Women in Hedge Funds” in 2020, and was named the 2021 “Women of Excellence: Trailblazer” by Seramount, in partnership with Working Mother and the National Association for Female Executives. Before joining Bridgewater, Robyn was an Analyst at Lime Rock Partners and an Investment Analyst at HarbourVest Partners. She serves on the boards of Susan G. Komen and Oakland Catholic High School, an all-women's college preparatory school in Pittsburgh, PA. Robyn received her BA in economics from Brown University. Links: Website: https://www.bridgewater.com/   LinkedIn: https://www.linkedin.com/in/robyn-shepherd-a959985/ 

A timely conversation with insights into the current environment for fixed income investing and considerations when it comes to allocation within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Scott DiMaggio, Co-Head of Fixed Income, Director of Global Fixed Income and a member of the Operating Committee at AllianceBernstein. Host: Daniel Cassidy

In this episode Rabbi Wildes speaks with World Series of Poker winner Gershon Distenfeld. Gershon M. Distenfeld, Senior Vice President, is Co-Head of Fixed Income, Director of Credit and a member of the Operating Committee. As Co-Head of Fixed Income, he is responsible for the management and strategic growth of AB's fixed-income business. As Director of Credit, Distenfeld oversees all of AB's credit-related strategies, including all global and regional investment-grade and high-yield strategies, as well as their associated investment strategy, activities and portfolio-management teams. In this capacity, he leads AB's internal Credit Research Review Committee, the primary investment policy and decision-making committee for all credit-related portfolios the firm manages. Distenfeld also co-manages AB's multiple-award-winning High Income Fund, named “Best Fund over 10 Years” by Lipper from 2012 to 2015, and the multiple-award-winning Global High Yield and American Income portfolios, flagship fixed-income funds on the firm's Luxembourg-domiciled fund platform for non-US investors. He also designed and is one of the lead portfolio managers for AB's Multi-Sector Credit Strategy, which invests across investment-grade and high-yield credit sectors globally. Distenfeld is the author of a number of published papers, including one on high-yield bonds being attractive substitutes for equities and another on the often-misunderstood differences between high-yield bonds and loans. Distenfeld joined AB in 1998 as a fixed-income business analyst, and served as a high-yield trader (1999–2002) and high-yield portfolio manager (2002–2006) before being named director of High Yield in 2006. He began his career as an operations analyst supporting Emerging Markets Debt at Lehman Brothers. Distenfeld holds a BS in finance from the Sy Syms School of Business at Yeshiva University, and is a CFA charterholder.

We discuss: Advice, tools and influence listeners need to increase self-improvement in their careers.Importance of feedback and how to turn mistakes into tools for self-improvement.The importance of mentors and how they can shape one's career.How women can get involved in communities that promote the general advancement of women and girls in financial services.Resources: InvestmentNews | Christine Shaw | Bridgewater | Robyn ShepherdGuest Biography Robyn Shepherd joined Bridgewater Associates in 2004 and is currently the head of corporate engagement. Reporting to the CEO, Robyn oversees the firm's public affairs, communications and branding functions, as well as the company's initiatives for operational sustainability, social responsibility, and plays a leading role in Bridgewater's diversity and inclusion efforts. She is a partner of the firm and a member of the Operating Committee and Commercial and Business Strategy Committee. Robyn began her career at Bridgewater as a senior investment associate in the account management group and later took on other key roles within the firm's client service and marketing team — first as an associate client advisor covering the firm's international client and marketing relationships, and later as the head of client service analytics. Subsequently, Robyn served as chief of staff to CEO David McCormick, partnering with him on the firm's strategic agenda, business oversight, management of the client service and marketing department, and corporate governance. Robyn was a founding member of the firm's Diversity and Inclusion Council, and the co-founder and senior sponsor of Bridgewater's Women's Influence Network (WIN). In 2020, she was recognized by The Hedge Fund Journal as one of the “50 Leading Women in Hedge Funds.” Before joining Bridgewater, Robyn was an analyst at Lime Rock Partners and an investment analyst at HarbourVest Partners. She serves on the board of Oakland Catholic High School, an all-women's college preparatory school in Pittsburgh, PA. Robyn received her BA in economics from Brown University. 

Trained as a nurse, Dr. Corless has focused her care on hospice and care of patients with HIV/AIDS. She is part of the International Workgroup on Death and Dying and emeritus at the MGH Institute of Health Professions. She serves on the National Academy of Practice's Policy Committee and on the Finance & Operating Committee of the Council for the Advancement of Nursing Science.

In this episode, Chris speaks with Brett Goldstein, Brett is Co-Chief Investment Officer of Global Asset Allocation (GAA) and a member of Putnam's Operating Committee. In this role, Bret oversees the strategy and positioning of Putnam's GAA products, including research, security selection, portfolio construction, and risk management. He also contributes extensively to retirement glide path research and GAA's target-date funds.During the conversation, they touch on many topics, including: What makes a target-date strategy successfulThe glide path's role in retirement planning Portfolio construction and risk mitigationThe savings rate and other variables that affect target-date strategiesWhy volatility is so problematic for retireesInflation, and how it shapes a retirement portfolioBehavioral financeThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change. All investments involve risk, including the loss of principal. You can lose money by investing. Each Retirement Advantage Fund and RetirementReady Fund has a different target date indicating when the fund's investors expect to retire and begin withdrawing assets from their account. The dates range from 2025 to 2065 in five-year intervals. The funds are generally weighted more heavily toward more aggressive, higher-risk investments when the target date of the fund is far off, and more conservative, lower-risk investments when the target date of the fund is near. This means that both the risk of your investment and your potential return are reduced as the target date of the particular fund approaches, although there can be no assurance that any one fund will have less risk or more reward than any other fund. The principal value of the funds is not guaranteed at any time, including the target date. Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing. Putnam Retail Management                                                                                       AD1832581 9/21

This episode features a discussion about Access to Capital across the region. Host JB Holston is joined by Peter Scher (Vice Chairman, JP Morgan Chase & Co.) founder and the Chairman of the Greater Washington Partnership, in conversation with Ellis Carr (President and CEO, Capital Impact Partners & CDC Small Business Finance).Hosted by JB Holston. Produced by Maribeth Romslo and Nina Sharma. Edited by Christian Rodriguez. Engineered by Micah Johnson. With support from Jenna Klym, Justin Matheson-Turner, and Christian Rodriguez.SPEAKER BIOSPETER SCHERPeter L. Scher is Vice Chairman of JPMorgan Chase & Co. and a member of the firm's Operating Committee. Scher is the firm's senior business executive for the Mid-Atlantic Region and oversees the firm's global Corporate Responsibility department, including its public policy efforts, the J.P. Morgan International Council and Morgan Health, a new business unit focused on improving the quality of healthcare for the firm's employees and creating new models for employer-based healthcare.Scher led the firm's $200 million investment in the revitalization of Detroit, which has been featured on 60 Minutes, profiled by Fortune Magazine in ranking JPMorgan Chase number one on its list of companies “Changing the World” and chronicled by Harvard Business School as a case study for inclusive capitalism.Business Insider named Scher as one of 10 people “transforming how we think about capitalism” and Washington Life Magazine called him one of the most influential people in the U.S. Capitol. The Washington Business Journal recognized him as one of the top business executives in the Washington, D.C. region.Scher spent nearly a decade in public service. He was confirmed by the United States Senate as U.S. Special Trade Ambassador and served as one of the lead U.S. negotiators on China's entry into the World Trade Organization. He served as the Chief of Staff for the U.S. Trade Representative and the U.S. Department of Commerce, Staff Director for the Senate Committee on Environment and Public Works and Chief of Staff to former U.S. Senator Max Baucus.Scher is a founder and the Chairman of the Greater Washington Partnership and serves on the Board of Trustees of American University and a member of the Board of Directors of the Economic Club of Washington, D.C., the Council on Foreign Relations and the Policy Advisory Board of the Biden Institute at the University of Delaware School of Public Policy.  Scher received his B.A. from American University and his J.D. from American's Washington College of Law.ELLIS CARRCarr has served as Capital Impact Partners' President and Chief Executive Officer since 2016. He became President and Chief Executive Officer of CDC Small Business Finance in 2021.Carr originally joined Capital Impact in 2012 as the Chief Financial Officer and Treasurer. Prior to joining Capital Impact, he held various positions in the investments, capital markets, strategy, and corporate finance areas within Freddie Mac, and in fixed-income fund management both domestically and abroad at Deutsche Bank.Carr is an Aspen Institute Finance Leader Fellow; serves on Morgan Stanley's Community Development Advisory Board; is the Board Chair for Martha's Table, Board Treasurer for HPN (the Housing Partnership Network), and a board member for the Marguerite Casey Foundation. In 2018, he was recognized on Washington Business Journal's list of “Top Minority Business Leaders,” as well as being named among their “Top 40 under 40” business executives in 2015. Carr graduated from Towson University with a bachelor's degree in Accounting, and from Georgetown University with a master's degree in Real Estate with a concentration in Finance.

This week's episode explores the growing role and benefit of legal operations within the law firm. Tim Haley interviews Esther Bowers, Director of Practice Management at the Am Law 200 law firm, Honigman. Esther serves in a key role in the firm's Operating Committee and has built her career in the growing legal operations role for the Firm.A podcast by Latitude Legal - Flexible Legal Talent.

In this episode of On the Hill, Tim Rood, Head of Industry Relations, talks with Craig Phillips, the top housing advisor to former Treasury Secretary Steven Mnuchin. For the first time, Phillips takes us behind the scenes in the Trump administration and talks frankly about why efforts to move Fannie Mae and Freddie Mac out of conservatorship failed. Phillips joined the administration in 2017 as a special counselor focused on domestic finance, housing finance policy and regulatory reform, and left in June 2019. He was previously a Managing Director and Member of the Operating Committee of BlackRock, where he served as head of financial markets advisory and client solutions, advising central banks, banking supervisors and multi-lateral organizations around the world, including the Federal Reserve Bank of New York.

It's Resource Adequacy double-feature! week on Public Power Underground! We talk about the Northwest Power Pool's Resource Adequacy program in back-to-back interviews. First with NWPP's Chief Operating Officer, Gregg Carrington, and the second interview with Chair of WSPP's Operating Committee, Matthew Schroettnig. And to get caught up on the BP-22/TC-22 rate cases we talk to PPC's Mike Deen about what's going on! 01:31 - Arin Reports 05:11 - Celebration of ClearingUp's 2000th edition 07:22 - PPC's Mike Deen joins to talk BP-22/TC-22 rate process 15:06 - PG&E's Community Microgrid Enablement Program 18:01 - “Agro-voltaic” solar projects 21:11 - PUBLIC SERVICE ANNOUNCEMENT; Ted Lasso, Season 2 is coming 22:17 - NWPP's Gregg Carrington gives advice on approach to the RA program for those that aren't power pool members 34:42 - Chair of WSPP's Operating Committee, Matt Schroettnig, talks about how a RA product might go through the process to develop a standard product exhibit/rider 43:30 - Anadromous Championship Belt return counts w/ Karen Heim and Lauren Tenney Denison Public Power Underground, it's work to watch. Public Power Underground, for electric utility enthusiasts. to sign up for the newsletter visit our substack at publicpowerunderground.substack.com.

If you are a GrowCFO member you will most likely have come across Patrick Dunne already. When is comes to boards, and how they work, Patrick is pretty much the leading authority. Inside GrowCFO, Patrick frequently talks about the dynamics between the CEO, the CFO and the board. But today we find out about Patrick Dunne the person. He tells me about his career, and why he wrote the book "Boards: A Practical Perspective" Who is Patrick Dunne? Patrick has very humble roots. He hails from Toxteth in Liverpool. He is one of 6 children of an Irish immigrant family. None the less, he got a place at university to read maths, and this led to a very successful career. His executive career started in Chemicals, but he made his name in Private Equity. Patrick's career eventually took him to the Operating Committee of FTSE100 3i Group plc. These days Patrick Dunne owns and runs Boardelta which advises boards around the world. Since retiring from 3i in 2012 he devotes a good deal of time to charitable causes. He is passionate about education in Africa. Patrick is Chair the EY Foundation; ESSA-Education Sub Saharan Africa;. and he is the founder of Warwick in Africa. He serves on the Board of the Chartered Management Institute. He is a Visiting Professor at Cranfield School of Management; a visiting Fellow at Warwick Business School as well as the author of "Boards". Boards: A Practical Perspective Boards provides a practical, realistic, thought-provoking and useful guide to life as a board member. It is split into three areas, 'Purpose', 'People' and 'Process' reflecting the three key areas of concern for any board. We go into these in more detail in the podcast. A fourth section sets out a series of real life dilemmas for readers to practice on. The book is an ideal companion for anyone who is an aspirant, novice or seasoned board member. This makes it great reading for any future CFO. Patrick draws on his extensive range of experience working with and on boards in many sectors, in the UK and internationally. The book is equally applicable to business, charities and social enterprises, professional services firms, public bodies and universities. The book is also written in a highly accessible and engaging style. Patrick's aim is for the book to be practical and to be read by board members. It isn't an academic tome, instead it brings life and fun to what is a very serious topic The CFO and the Board Patrick sees the CFO as one of the most important people on the board. While the CEO runs the executive team and the chair runs the board, the CFO is often the glue that holds it all together. Patrick sees the role of the board and the executive team in the form of a Venn diagram. The two cant be separate, nor can they overlap too much. Want to find out more about Patrick's view on the role of the CFO on the board? Then why not join GrowCFO today?

Mike WeinbachSenior Executive Vice President, CEO of Consumer Lending Wells Fargo & CompanyMike Weinbach is the CEO of Consumer Lending and a member of the Operating Committee at Wells Fargo. He is responsible for leading more than 30,000 team members focused on providing consumer lending products and services, including Home Lending, Auto, Credit Cards & Merchant Services, Education Finance, and Personal Loans. He is based in New York.Throughout his 20-plus year career in financial services, Mike has demonstrated a passion for leadership, helping consumers succeed, and delivering superior customer experiences. He joined Wells Fargo in 2020 after 16 years at JPMorgan Chase, where he most recently served as CEO of Chase Home Lending. While at Chase, Mike also held leadership roles across Consumer Banking, Business Banking, Home Lending and Auto Finance in sales, finance, branch management and operations.Before joining Chase, Mike founded a business focused on workplace motivation and held positions at Citigroup. He is a graduate of the Wharton School at the University of Pennsylvania and earned his MBA at Harvard Business School.

Project Manager at Plymouth College of Art Today we speak with Elizabet, a very active Aych partner who works at Plymouth College Of Art (PCA). PCA is the AYCH project partner that coordinates the organization of our project as well as the Operating Committee.

Beef Promotion Operating Committee Approves Fiscal Year 2021 Checkoff Plan of Work

In this episode the Center Director, Mary Beth McCormick, sits down with David Hoge, who is a Founder and Co-Managing Partner of Hodes Weill & Associates, a global real estate advisory boutique with offices in New York, London and Hong Kong. He is a member of the firm's Operating Committee and sits on the Investment Committee for Tunbridge Partners, an affiliate focused on investing in asset and fund management businesses

In today’s conversation, Linda shares the insight that high performance does not always equal extra effort. When we stop thinking about success in terms of steps and strategies and instead look in the direction of our own thought, we make a change that is so simple, yet significant. Linda and I discuss the freedom and clarity that occurs by being present, the power of breakdowns that lead to breakthroughs, and seeing anxiety and worry for what it is: thought in the moment. Linda illuminates these ideas further by sharing both personal and professional examples where they have had great impact. Linda Riefler is a 25 year veteran of Morgan Stanley, an American Multinational financial services corporation. She began her career in capital markets and rose to serve on the Operating Committee and the Management Committee of the 60,000 person firm, prior to retiring in 2013. Linda has deep expertise in business strategy, succession planning, talent development and capital markets. She currently serves as a Director of CSX Corporation since 2017 and as a director of MSCI, Inc. since 2005 as well as serving on a number of boards.

Amol Dhargalkar is a Managing Director and member of Chatham’s Operating Committee. He leads the Global Corporate Sector serving public and private corporations focusing on interest rate, foreign currency and commodity risk management. He joined Chatham in 2001 and launched its Corporate Sector offerings in 2007. Amol has advised a broad spectrum of public and privately held companies as well as corporate private equity sponsors on the structuring, implementation, and accounting of their risk management programs totalling more than US$500 billion in hedged notional. Thank you for listening. Please help us grow and inspire this wonderful community. Our mission is to share the wealth of knowledge within the treasury and finance community and inspire diversity. Please SUBSCRIBE, DOWNLOAD AND REVIEW OUR SHOW. Feel free to write to me: simon@treatsurytalent.com  Treasury Talent Podcast on Instagram Simon Lynch on LinkedIn  

I’m continually in awe of Heather as she’s such an inspiring leader, dedicated wife and mother of three, mentor, presenter, community supporter and volunteer. A popular speaker (and frequent traveler), Heather presents at approximately 50 events a year. A 29-year veteran of the male-dominated wealth brokerage industry, Heather has garnered success in each of her senior roles including premier manager, complex manager, and regional president to her current position as head of client experience and growth. Her current role includes responsibility as a managing director and earned her a seat on Wells Fargo Advisor’s Operating Committee, of which there are less than 20 members. Throughout her career, Heather has earned a wealth of awards, honors and accolades but she would tell you that she feels the most pride in helping others, particularly women, achieve success and happiness in their careers. In addition to her busy work and travel schedule, she serves as an active mentor to five-10 women at any given time. In fact, Investment News just announced her as among its “2018 Women to Watch” and she will be honored at a luncheon in NYC in March. In this episode, we cover 1. Why marrying the right person is the most crucial thing you will do in your life, and how to find the right partner. 2. How to find the job of your dreams, and the steps it takes to get there. 3. Why working moms have the most unique opportunity in history to achieve success and balance in both.

In today’s conversation, Linda shares the insight that high performance does not always equal extra effort. When we stop thinking about success in terms of steps and strategies and instead look in the direction of our own thought, we make a change that is so simple, yet significant. Linda and I discuss the freedom and clarity that occurs by being present, the power of breakdowns that lead to breakthroughs, and seeing anxiety and worry for what it is: thought in the moment. Linda illuminates these ideas further by sharing both personal and professional examples where they have had great impact. Linda Riefler is a 25 year veteran of Morgan Stanley, an American Multinational financial services corporation. She began her career in capital markets and rose to serve on the Operating Committee and the Management Committee of the 60,000 person firm, prior to retiring in 2013. Linda has deep expertise in business strategy, succession planning, talent development and capital markets. She currently serves as a Director of CSX Corporation since 2017 and as a director of MSCI, Inc. since 2005 as well as serving on a number of boards.  

This weeks guest is Linda Brown, President of Torrens University Australia and CEO, Laureate Australia and New Zealand.  She is a member of Laureate International Universities’ global Operating Committee (with operational responsibility for 78,000 employees, […] http://media.rawvoice.com/joy_archives/p/joy.org.au/hotentrepreneur/wp-content/uploads/sites/407/2018/08/Hot-Ent-Ep5-The-Entrepeneurs-University-Linda-Brown-FINAL-30-August-2018.mp3 Podcast: Play in new window | Download (Duration: 27:22 — 41.1MB) Subscribe or Follow Us: Apple Podcasts | Android | Google Podcasts | Spotify | RSS The post Hot Entrepreneur Ep 5: The Entrepreneurs University appeared first on Hot Entrepreneur.

Luscious Leadership with Danna Lewis Radio Show Ever wonder what goes on behind the scenes of building a multi-million dollar company from the ground-up? How different, and alike, is it from starting and creating your business, your career, your living life to the fullest? Join The Athena Alliance COO & CEO Danna Lewis & Coco Brown for an intimate monthly conversation of challenges, celebrations and possibilities in creating a purpose and people-first driven organization with work-life integration and creating a huge impact in creating a greater world as core priorities. Coco Brown is founder and CEO of The Athena Alliance, an organization dedicated to advancing diversity in the boardroom by preparing executive women for board service and facilitating board matches. Athena boasts a network of over 150 C-Level women, VCs, and CEOs from over 100 companies including Accenture, Amazon, Salesforce.com, and Trinity Ventures. Prior to her current roles, Coco served as President, COO, and Board Director of Taos, a market leader in IT Services. During her 17 years at Taos, Coco led the company through periods of significant accelerated expansion as well as through a managed contraction during the dotcom bust and financial market crisis of 2008. Her exemplary guidance and tenacity during these fluctuating market conditions earned Coco unmatched insight into the leadership decisions necessary to guide an organization through periods of change. In addition to serving on the Board of Taos from 2004 to 2014, Coco served as a Board Director for MentorNet and was on the finance committee supporting the Board of Directors of Samasource, an organization endorsed by luminaries Marc Benioff and Richard Branson for its work eradicating poverty. Coco established the Operating Committee for the Silicon Valley arm of Golden Seeds and also served as its Chair. Coco’s market impact has earned her a variety of leadership awards including Women Supporting Women, Woman Mentor of the Year Award- Silver, Business Woman of the Year Award, Business Services Award – Silver, and Silicon Valley’s Top 100 Women of Influence Award. coco@athenaalliance.org   www.athenaalliance.org   ~ More About Luscious Leadership with Danna Lewis ~ Are you feeling fantastic or frustrated with your days? Are you living your life based on other people’s paths, projections or expectations? What if instead of showing up with a rebellion, resistance, reaction or ‘whatever’ attitude you could lead yourself lusciously with deeper presence, strategic awareness and courageous kindness to create your entire work-life spectrum as a space of possibility, achievement and fulfillment? Danna Lewis will provide you with the topics and framework to bring the art of pragmatic energy and inspired action of luscious leadership into your life to improve your bottom line from the bedroom to the boardroom. What if you you could embody the courageously conscious and kind strategic awareness to create a life, living and love that work deliciously well for you? danna@dannalewis.com www.dannalewis.com For more great content from Danna Lewis on Luscious Leadership, be sure to find all her replays on the archive page here: https://www.inspiredchoicesnetwork.com/podcast/luscious-leadership-with-danna-lewis/

Luscious Leadership with Danna Lewis Radio Show Ever wonder what goes on behind the scenes of building a multi-million dollar company from the ground-up? How different, and alike, is it from starting and creating your business, your career, your living life to the fullest? Join The Athena Alliance COO & CEO Danna Lewis & Coco Brown for an intimate monthly conversation of challenges, celebrations and possibilities in creating a purpose and people-first driven organization with work-life integration and creating a huge impact in creating a greater world as core priorities. Coco is founder and CEO of The Athena Alliance, an organization dedicated to advancing diversity in the boardroom by preparing executive women for board service and facilitating board matches. Athena boasts a network of over 150 C-Level women, VCs, and CEOs from over 100 companies including Accenture, Amazon, Salesforce.com, and Trinity Ventures. Prior to her current roles, Coco served as President, COO, and Board Director of Taos, a market leader in IT Services. During her 17 years at Taos, Coco led the company through periods of significant accelerated expansion as well as through a managed contraction during the dotcom bust and financial market crisis of 2008. Her exemplary guidance and tenacity during these fluctuating market conditions earned Coco unmatched insight into the leadership decisions necessary to guide an organization through periods of change. In addition to serving on the Board of Taos from 2004 to 2014, Coco served as a Board Director for MentorNet and was on the finance committee supporting the Board of Directors of Samasource, an organization endorsed by luminaries Marc Benioff and Richard Branson for its work eradicating poverty. Coco established the Operating Committee for the Silicon Valley arm of Golden Seeds and also served as its Chair. Coco’s market impact has earned her a variety of leadership awards including Women Supporting Women, Woman Mentor of the Year Award- Silver, Business Woman of the Year Award, Business Services Award – Silver, and Silicon Valley’s Top 100 Women of Influence Award. www.athenaalliance.org ~ More About Luscious Leadership with Danna Lewis ~ Are you feeling fantastic or frustrated with your days? Are you living your life based on other people’s paths, projections or expectations? What if instead of showing up with a rebellion, resistance, reaction or ‘whatever’ attitude you could lead yourself lusciously with deeper presence, strategic awareness and courageous kindness to create your entire work-life spectrum as a space of possibility, achievement and fulfillment? Danna Lewis will provide you with the topics and framework to bring the art of pragmatic energy and inspired action of luscious leadership into your life to improve your bottom line from the bedroom to the boardroom. What if you you could embody the courageously conscious and kind strategic awareness to create a life, living and love that work deliciously well for you? danna@dannalewis.com www.dannalewis.com For more great content from Danna Lewis on Luscious Leadership, be sure to find all her replays on the archive page here: https://www.inspiredchoicesnetwork.com/podcast/luscious-leadership-with-danna-lewis/  

Licensed to Pwn: The Weaponization and Regulation of Security Research Jim Denaro Dave Aitel Matt Blaze Nate Cardozo Mara Tam Catherine “Randy” Wheeler Security research is under attack. Updates to the Wassenaar Arrangement in 2013 established among its 41 member nations an agreement to place a variety of previously undesignated “cybersecurity items” under export control. After 18 months and a half-dozen open advisory meetings, the U.S. has taken the entire security research community by surprise with its proposed rule; we are confronted by a sweeping implementation with profound consequences for academia, independent research, commercial cybersecurity, human rights, and national security. While the outcome of this round of regulatory intervention is still uncertain, the fact that there will be more is not. This panel of experts will discuss the context, history, and general process of regulation, as well the related question of “weaponized” research in regulatory discourse. There is significant daylight between the relatively lax text of the Wassenaar Arrangement itself and the extraordinarily broad implementation proposed in the U.S. What will the practical effects of those differences be, and why did the U.S. diverge from the Wassenaar text? Regulators are, even now, still struggling to comprehend what the consequences of this new “cyber rule” might be. So, how are we to understand this regulatory process? What are its objectives? Its impacts? Its limits? How can we influence its outcomes? Eleventh-hour interventions are quickly becoming a hallmark of regulatory activities with implications for the wider world of information security; the fight here is almost exclusively a rearguard action. Without resorting to the usual polemics, what failures of analysis and advice are contributing to these missteps – on both sides? What interests might encourage them? How are security researchers being caught so off-balance? Come victory or despair in the present case, this panel aims to answer the question of whether there is a solution that prevents technology transfer to hostile nations while still enabling free markets, freedom of expression, and freedom of research. Dave Aitel (@daveaitel) is an offensive security expert whose company, Immunity, Inc., consults for major financial institutions, Fortune/Global 500s, etc. At the age of 18, he was recruited by the National Security Agency where he served six years as a “security scientist” at the agency’s headquarters at Fort Meade, Maryland. He then served as a security consultant for @stake before founding Immunity in 2002. Today, Dave’s firm is hired by major companies to try to hack their computer networks - in order to find and fix vulnerabilities that criminal hackers, organized crime and nation-state adversaries could use. Immunity is also a past contractor on DARPA’s cyber weapons project, known as Cyber Fast Track. The company is well-known for developing several advanced hacking tools used by the security industry, such as Swarm, Canvas, Silica, Stalker, Accomplice, Spike, Spike Proxy, Unmask - and, most recently Innuendo, the first US-made nation-grade cyber implant with Flame/Stuxnet-like malware capabilities. Immunity has offices in Florida, D.C., Canada, Italy and Argentina. eWeek Magazine named Dave one of “The 15 Most Influential People in Security.” He is a past keynote speaker at BlackHat and DEF CON. He is a co-author of “The Hacker’s Handbook,” The Shellcoder’s Handbook” and “Beginning Python.” He is also the founder of the prestigious Infiltrate offensive security conference (Businessweek article) and the widely read “Daily Dave Mailing List,” which covers the latest cybersecurity news, research and exploit developments. Twitter: @daveaitel Matt Blaze (@mattblaze) is a professor in the computer science department at the University of Pennsylvania. From 1992 until he joined Penn in 2004, he was a research scientist at AT&T Bell Laboratories. His research focuses on the architecture and design of secure systems based on cryptographic techniques, analysis of secure systems against practical attack models, and on finding new cryptographic primitives and techniques. In 1994, he discovered a serious flaw in the US Government's "Clipper" encryption system, which had been proposed as a mechanism for the public to encrypt their data in a way that would still allow access by law enforcement. He has testified before various committees of the US Congress and European Parliament several times, providing technical perspective on the problems surrounding law enforcement and intelligence access to communications traffic and computer data. He is especially interested in the use of encryption to protect insecure systems such as the Internet. Recently, he has applied cryptologic techniques to other areas, including the analysis of physical security systems; this work yielded a powerful and practical attack against virtually all commonly used master-keyed mechanical locks. Twitter: @mattblaze Nate Cardozo (@ncardozo) is a Staff Attorney with the Electronic Frontier Foundation. He focuses on the intersection of technology, privacy, and free expression. He has defended the rights of anonymous bloggers, sued the United States government for access to improperly classified documents, and lobbied Congress for sensible reform of American surveillance laws. In addition, he works on EFF's Coders’ Rights Project, counseling hackers, academics, and security professionals at all stages of their research. Additionally, Nate manages EFF’s Who Has Your Back? report, which evaluates service providers' protection of user data. Nate has projects involving automotive privacy, speech in schools, government transparency, hardware hacking rights, anonymous speech, public records litigation, and resisting the expansion of the surveillance state. Nate has a B.A. in Anthropology and Politics from the University of California, Santa Cruz and a J.D. from the University of California, Hastings where he has taught legal writing and moot court. Twitter: @ncardozo Jim Denaro (@CipherLaw; moderator) is the founder of CipherLaw, a Washington, D.C.-based intellectual property law firm and focuses his practice on legal and technical issues faced by innovators in information security. He is a frequent speaker and writer on the subject and works in a wide range of technologies, including cryptography, intrusion detection, botnet investigation, and incident response. Jim advises clients on legal issues of particular concern to the information security community, including active defense technologies, government-mandated access (backdoors), export control, exploit development and sales, bug bounty programs, and confidential vulnerability disclosure (Disclosure as a Service). He has a degree in computer engineering and has completed various professional and technical certifications in information security and is engaged in graduate studies in national security at Georgetown University. Before becoming an attorney, Jim spent obscene amounts of time looking at PPC assembly in MacsBug. Twitter: @CipherLaw Mara Tam (@marasawr) is a semi-feral researcher and historian of policy, justice, culture, and security. She has authored, co-authored, and contributed research for technical policy papers in the fields of international security and arms control. After earning a first class degree in art history, Mara’s work supported bilateral negotiations towards peaceful nuclear cooperation between the United States and India. She has been a participant, speaker, and panellist for academic conferences in cultural studies, languages, and history, as well as for strategic programmes like ‘The Intangibles of Security’ initiative convened by NATO and the European Science Foundation. She is currently a doctoral candidate and freelance thinkfluencer. Twitter: @marasawr Catherine “Randy” Wheeler has served as the Director of the Information Technology Controls Division in the Bureau of Industry and Security’s (BIS) Office of National Security and Technology Transfer Controls since June 2006. From July 2011 – July 2012, Ms. Wheeler was detailed to serve as the Acting Chair of the Operating Committee in the Office of the Assistant Secretary for Export Administration, the interagency body that resolves disagreements among reviewing agencies on export license applications. From 1995 through May 2006, Ms. Wheeler was an attorney with the Office of the Chief Counsel for Industry and Security, and served as Senior Counsel for Regulation from 2003 through 2005, advising BIS on regulatory and licensing issues. She previously served as a policy analyst with the Bureau of Export Administration’s Office of Foreign Availability from 1984-1991, and as a policy analyst with the National Telecommunications and Information Administration’s Office of International Affairs from 1981-1983. Ms. Wheeler received a B.A.in International Relations from Carleton College in 1979, an M.S. in Foreign Service from Georgetown University in 1981, and a J.D. from the Georgetown University Law Center in 1993.

In Episode 45 of Accredited Investor Markets Radio Ted Neild, President and Chief Investment Officer of Gresham Partners, LLC joins us for the second of two related interviews. Host Christopher Cahill speaks to him about how seminal academic studies of efficient markets are over-extrapolated to discourage active management of investments in less efficient markets. They also review the necessary attributes of good investment managers.   Learn more about Ted Neild and Gresham Partners, LLC here and here.     About Ted Neild   Ted serves as the firm’s President and Chief Investment Officer. In his role as CIO, Ted is responsible for leading Gresham’s Investment Team as it establishes investment themes, identifies opportunities that fit within the firm’s Risk Conscious® investment approach, and sources select investment managers located globally, many of whom are difficult for new investors to access. Ted also shapes the firm’s views on the limitations of commonly accepted investment practices, particularly those that have failed investors during the most difficult market environments. In his role as President, Ted is responsible for setting and leading the firm’s strategic direction and chairing its Operating Committee.   Prior to joining Gresham, Ted served as Chief Investment Officer at Nuveen Asset Management where he was responsible for the firm’s investment activity. In addition to his investment responsibilities, Ted held several positions during his 16 years at Nuveen, including Director of Corporate Strategy and Development and Managing Director of Research and Risk Management.

In Episode 36 of Accredited Investor Markets Radio host Christopher Cahill and Ted Neild, President and Chief Investment Officer of Gresham Partners, LLC discuss the logic of portfolio diversification, the proper understanding of risk, and the role of active management in an appropriate market.   Learn more about Ted Neild and Gresham Partners, LLC here and here.     About Ted Neild   Ted serves as the firm’s President and Chief Investment Officer. In his role as CIO, Ted is responsible for leading Gresham’s Investment Team as it establishes investment themes, identifies opportunities that fit within the firm’s Risk Conscious® investment approach, and sources select investment managers located globally, many of whom are difficult for new investors to access. Ted also shapes the firm’s views on the limitations of commonly accepted investment practices, particularly those that have failed investors during the most difficult market environments. In his role as President, Ted is responsible for setting and leading the firm’s strategic direction and chairing its Operating Committee.   Prior to joining Gresham, Ted served as Chief Investment Officer at Nuveen Asset Management where he was responsible for the firm’s investment activity. In addition to his investment responsibilities, Ted held several positions during his 16 years at Nuveen, including Director of Corporate Strategy and Development and Managing Director of Research and Risk Management.

Tom Nides is a Managing Director and Vice Chairman of Morgan Stanley, a leading global financial services firm. He focuses on the Firm’s global clients and other key constituencies around the world, serves as a member of the Firm’s Management Committee and Operating Committee, and reports to Morgan Stanley Chief Executive Officer James Gorman. Prior to rejoining the Firm in March 2013 in his current role, Mr. Nides was Deputy Secretary of State, serving as Chief Operating Officer of the Department. Appointed by President Obama, he was confirmed by the Senate on December 22, 2010 and sworn in on January 3, 2011. Previously, Mr. Nides was the Chief Operating Officer of Morgan Stanley from 2005 to 2010. He was an executive officer and served as a member of Morgan Stanley’s Management Committee and Operating Committee. Before joining Morgan Stanley, Mr. Nides served as Worldwide President and Chief Executive Officer of Burson-Marsteller and as Chief Administrative Officer of Credit Suisse First Boston, the investment banking division of Zurich-based Credit Suisse Group. Mr. Nides began his career on Capitol Hill, as Assistant to the Majority Whip of the United States House of Representatives and Executive Assistant to the Speaker of the House. Mr. Nides later served as Senior Vice President of Fannie Mae and as Chief of Staff to the United States Trade Representative. Mr. Nides serves on the Board of the Urban Alliance Foundation, the Atlantic Council and is a Member of the Council on Foreign Relations. Prior to serving in government, Mr. Nides was the Chairman of the Securities Industry and Financial Markets Association and a member of the Advisory Board of the National Zoo. Mr. Nides, a graduate of the University of Minnesota, is married with two children.