Podcasts about pefin

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!   Mentorship has been our core theme of this podcast, and ever since the pilot episodes, we kept getting endless questions about this topic. I'm excited to invite my mentor, Catherine Flax, to come back to have this coffee chat, while we rebroadcast the original episode so you can earn your CPE credit! As most of you know, Catherine is a strong champion for diversity and mentorship. You already know her story from my book, and even after knowing for over a decade, I continue to learn so much from her leadership, wisdom, empathy, and everything in life and work really. Let's see what she's up to since the last time we chatted over a year ago on this podcast.   ABOUT OUR GUEST, CATHERINE FLAX Catherine Flax has a distinguished multi-decade career across diverse industries and positions and has served in executive leadership roles in financial services, FinTech, and commodities. Her global endeavors alongside accomplished worldwide C-suite executives are certainly impressive, but what makes her unique is her deep sense of humanity and empathy, and her genuine interest in connecting with others. Catherine is the President of Private Markets at X Machina Capital Strategies. She brings decades of experience in building successful businesses in commodities, financial services, technology, and professional services. She sits on the board of ISO-New England, Abaxx Technologies (ABXX.NE), Astor Perkins, BASE Carbon and Amperon.   Most recently, Catherine served as CEO of Pefin, the world's first artificial intelligence financial advisor. Earlier, she worked at BNP Paribas, where she served as CEO, commodities, foreign exchange, and emerging markets. Catherine also worked at J.P. Morgan, serving as both CMO globally, as well as CEO, commodities EMEA. Catherine was named the “Most Influential Women in European Financial Markets”. She also is a board member at Cristo Rey Brooklyn Highschool, CareerSpring, Aggies on Wall Street Program at Texas A&M University, as well as a trustee at the Holy Family Church in New York City.   CONNECT WITH CATHERINE: Linkedin: https://www.linkedin.com/in/catherineflax/'   ABOUT X Machina Capital Strategies: https://www.xmcstrategies.com   ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.   Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Financial Planning: https://www.ecfopro.com/financial-planning-advisory/ Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/

Ken, Sarah, and Chip invite Catherine Flax to share her experience of leading while wearing many hats. Catherine is a Managing Director at CRA Incorporated. She has been named “Most Influential Woman in European Investment Banking and was named one of the “100 Most Influential Women in European Financial Markets.” Catherine has decades of expertise having been CEO of Pefin, Managing Director and Head of Commodity Sales and Trading for the Americas at BNP Paribas, and Chief Marketing Marketing Officer at J.P. Morgan. A long-time champion of diversity, she served on the Inclusive Leadership Council and Diversity Council for J.P. Morgan.To join an Executive Circle or get professional coaching, visit vocacenter.org/coaching.

Catherine Flax has had a distinguished multi-decade career in financial services, fintech and commodities. She is currently an advisor and board member to numerous start-ups and mature businesses, bringing expertise in business and strategic growth, innovation, talent development, regulatory affairs, and more. Catherine was the CEO of Pefin, the world’s first AI financial advisor. Before Pefin, she was the managing director and head of commodity derivatives, foreign exchange and emerging markets sales and trading for the Americas at BNP Paribas, was chief marketing officer at J.P. Morgan, as well as the CEO of commodities for Europe, the Middle East, and Africa.   “What I didn’t factor in was what might be the damage beyond the dollars … I put myself in the position of mixing friendship and business, (and) that it would destroy a friendship.” – Catherine Flax   Worst investment ever Catherine had been a professional in financial services for some time when she got into her worst investment about 15 years ago, so she was well versed at examining possible outcomes and potential loss cases. A good friend approached her with a business investment that was outside of her usual range of expertise. It was an established business, not a start-up and, from an analytical point of view, she was thorough in examining the probability of loss, the upside and all the typical calculations a financial professional goes through before getting involved. She did, however, neglect to factor in the “damage beyond the dollars” if the investment did not pan out. While the outcome was not beyond her expectations of the potential downside risk, the investment did not go well. So her math was fine. But, as this was the first time that she had mixed business and friendship, she didn’t realize the biggest loss would be the friend who had involved her. For Catherine’s part, she wasn’t angry about the financial loss, but her friend was so embarrassed that the friend felt too uncomfortable to maintain ties with Catherine from that time onwards. In retrospect, Catherine feels that the outcome should have been obvious to her, but that it was not a result she had thought about at the beginning. While she calls this damage, “irreparable”, she was happy to say that similar arrangements have worked out better since this time. Some lessons Be very cautious about going into business with friends. Communication, as with all relationships, is paramount. Vital are clear conversations about exit strategy, as in a normal business. Discuss how failure could affect your friendship and “really look somebody in the eye” to help them understand that a bad outcome is certainly possible. Then you can move forward as friends, if not as business colleagues, when a venture or investment doesn’t turn out as positively as was expected. Andrew’s takeaways Place principles before personalities in the business. This is a powerful concept that offers a simple guide on how to survive without letting our personalities destroy us. Our personalities are ultimately driven by fears, and not higher thought or principle. In his own businesses, Andrew has practiced this and even made an agreement with a friend and business partner that if they ever felt their business was going to destroy their friendship they would close the business. Actionable advice Sit down and think deeply about the worst-case scenario in an investment or business venture and what you would do if the friend or person you’re in business with is angry or humiliated. Plan and set the stage to be helpful, to let them know that you are still their friend, and to not let this bad decision or investment ruin your friendship. Then you can make the investment after having the planning conversation and most likely you will be able to mitigate a bad social outcome, even if the financial outcome falters. No.1 goal for the next 12 months Catherine aims to continue advising the numerous companies she is linked with and help them flourish to the best of her abilities this year, and to avoid all the kinds of mistakes discussed here and in other episodes of My Worst Investment Ever. Parting words “This is such a great format. I’ve enjoyed the previous podcasts and thank you so much for having me.” You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   Connect with catherine Flax: LinkedIn  Twitter   Connect with Andrew Stotz astotz.com  LinkedIn Facebook  Instagram Twitter  YouTube My Worst Investment Ever Podcast 

Thanks to the relentless work and advocacy from many men and women, gone are the days when banks required a woman applying for credit to have her husband co-sign, or when companies could legally fire women for being pregnant. However, as a society, we still have ways to go to get to any sense of 50/50 equality. In this episode of Shades of Grey, Arunkumar Krishna Kumar and Theodora Lau talk to Ramya Joseph - the CEO and Founder at PEFin. Ramya has made the transition from Proprietary trading at Goldman Sachs to founding the world's first AI based financial advisor.As we continue the digital journey, algorithms are increasingly instrumental in determining societal outcomes. It is more imperative that ever that our tech teams, in banking, technology, healthcare, and beyond, include a mix of people with different life experiences and backgrounds, to spot when biases might skew the outcomes, whether by unconscious or thoughtless omissions. After all, “AI is created by humans, for humans,” as beautifully articulated by Ramya Joseph, CEO and Founder at Pefin. Listen in for more insights from Ramya. See acast.com/privacy for privacy and opt-out information.

Thanks to the relentless work and advocacy from many men and women, gone are the days when banks required a woman applying for credit to have her husband co-sign, or when companies could legally fire women for being pregnant. However, as a society, we still have ways to go to get to any sense of 50/50 equality. In this episode of Shades of Grey, Arunkumar Krishna Kumar and Theodora Lau talk to Ramya Joseph - the CEO and Founder at PEFin. Ramya has made the transition from Proprietary trading at Goldman Sachs to founding the world's first AI based financial advisor.As we continue the digital journey, algorithms are increasingly instrumental in determining societal outcomes. It is more imperative that ever that our tech teams, in banking, technology, healthcare, and beyond, include a mix of people with different life experiences and backgrounds, to spot when biases might skew the outcomes, whether by unconscious or thoughtless omissions. After all, “AI is created by humans, for humans,” as beautifully articulated by Ramya Joseph, CEO and Founder at Pefin. Listen in for more insights from Ramya. See acast.com/privacy for privacy and opt-out information.

Despite increased awareness of gender equity issues, and commitment by various executives and industry leaders, progress towards equality appeared to have stalled. Is it really a lifestyle choice, or is it born out of necessity (i.e. constraints), perhaps due to lack of affordable childcare, flexible work arrangements, and outdated cultural norms that women should bear the primary caregiving responsibilities – of children and older parents? In this episode of Shades of Grey, Theodora Lau and Arunkumar Krishnakumar speak with Catherine Flax, CEO of PEFin. Catherine made her transition to the startup world after several successful years at Wall Street. The discussion focuses on her transition from Wall street to the start up world, and the take aways from there. The conversation then moves into the Venture capital industry and the biases that a woman founder faces. Unless women are being appointed into the senior roles (in banking, VC, and tech alike), no substantial changes will occur. And it’s not just about helping women getting into the corner offices either; to achieve sustainable success will require cultural and policy changes to support working parents. Deloitte, for example, is introducing a new policy that allows parents to take 18 weeks of parental leave over 36 months – recognizing that parenting is not something that happens for only 12 months. Listen in for more insights. See acast.com/privacy for privacy and opt-out information.

Despite increased awareness of gender equity issues, and commitment by various executives and industry leaders, progress towards equality appeared to have stalled. Is it really a lifestyle choice, or is it born out of necessity (i.e. constraints), perhaps due to lack of affordable childcare, flexible work arrangements, and outdated cultural norms that women should bear the primary caregiving responsibilities – of children and older parents? In this episode of Shades of Grey, Theodora Lau and Arunkumar Krishnakumar speak with Catherine Flax, CEO of PEFin. Catherine made her transition to the startup world after several successful years at Wall Street. The discussion focuses on her transition from Wall street to the start up world, and the take aways from there. The conversation then moves into the Venture capital industry and the biases that a woman founder faces. Unless women are being appointed into the senior roles (in banking, VC, and tech alike), no substantial changes will occur. And it’s not just about helping women getting into the corner offices either; to achieve sustainable success will require cultural and policy changes to support working parents. Deloitte, for example, is introducing a new policy that allows parents to take 18 weeks of parental leave over 36 months – recognizing that parenting is not something that happens for only 12 months. Listen in for more insights. See acast.com/privacy for privacy and opt-out information.

In the seventy-fourth episode of Project Entrepreneur's #theTools, Alli McCartney, Managing Director at UBS Wealth Management, Catherine Flax, CEO of Pefin, and Molly Howard, Co-Founder and CEO of La Ligne, share strategies for early-stage female founders to leverage their relationships to close sales.

Interview w/ Ramya Joseph, Founder of Pefin the worlds first AI financial advisor. We talks about the soul of her company Pefin and creating a people first culture. Ramya talk about getting into machine learning and AI from her business experience at IBM and Goldman Sachs. We also talk about growth tips, mentors, growing up in an immigrant family and the influence of her mother. "To do as your duty, let not the fruits of your actions, affect your actions." Ramya on social media: Twitter & ENSE @ramyajoseph www.pefin.com @pefininc

Recently named Founder of the Year by Benzinga, Ramya Joseph is a former banker that combined her knowledge of investment management and machine learning, to create Pefin, the world’s first AI financial advisor. Pefin, which won the People's Choice Award at SXSW in the interactive innovation category, is a neural network which starts with the user’s current finances and projects how they will change over time with market conditions, inflation, taxes, government rules, and the user’s plans. I caught up with Ramya at her company's HQ in New York, where we spoke about the future of algorithmic financial advice, and also what kinds of people AI-first organizations need to hire in order to succeed.

Recently named Founder of the Year by Benzinga, Ramya Joseph is a former banker that combined her knowledge of investment management and machine learning, to create Pefin, the world’s first AI financial advisor. Pefin, which won the People's Choice Award at SXSW in the interactive innovation category, is a neural network which starts with the user’s current finances and projects how they will change over time with market conditions, inflation, taxes, government rules, and the user’s plans. I caught up with Ramya at her company's HQ in New York, where we spoke about the future of algorithmic financial advice, and also what kinds of people AI-first organizations need to hire in order to succeed.

Elena Gerasimova (Wharton 2018) and Nipun Jasuja (Wharton 2018) chat with Catherine Flax, CEO of Pefin, the world’s AI financial advisor. Established in 2011, Pefin is a fintech company based in New York City. Pefin, which stands for PErsonal Financial INtelligence, uses Artificial Intelligence (AI) to provide fiduciary financial advice at the fraction of a cost of a traditional financial advisor. On the day this podcast was recorded (November 30, 2011), Pefin went live to end consumers! And we couldn’t be more thrilled about that. Tune in to learn how Pefin is different from traditional roboadvisors that we’ve come to know, what really is the “AI” behind Pefin and why it took six years until product launch, and some invaluable nuggets of professional wisdom from Catherine.