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In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley conducts a live strategy audit with eCommerce brand owner Charlie Mckenzie. They discuss advanced Amazon sales strategies, including keyword optimization, targeted PPC and product targeting ads, and leveraging Google Ads to custom Amazon Store pages for higher conversions. Josh emphasizes the importance of product innovation, catalog expansion, and understanding customer intent. Charlie receives actionable advice on improving ad efficiency, refining product listings, and sourcing new product ideas from platforms like Etsy. The episode offers practical tips for boosting Amazon performance and sustainable brand growth.Chapters:Introduction and Brand Overview (00:00:00)Josh introduces Charlie and outlines the brand's focus on a single main product with size variations.Keyword Research and Organic Ranking (00:01:05)Discussion on keyword research, current rankings, and strategies to move up to top organic positions.Amazon PPC and Product Targeting Ads (00:02:07)Advice on using PPC, especially exact match campaigns and product targeting ads against same-color competitors.Leveraging Google Ads and Storefront Landing Pages (00:03:11)Strategy for using Google Ads to drive traffic to custom Amazon store landing pages to improve conversions.Reducing Competitor Distraction and Conversion Optimization (00:04:41)Importance of removing competitor distractions on landing pages to increase conversion rates from external traffic.Charlie's Takeaways and Action Items (00:05:40)Charlie shares his main takeaways, including storefront creation and renewed focus on product targeting campaigns.Testing and Optimizing Product Targeting (00:06:51)Guidance on setting rules for product targeting ads and turning off underperforming campaigns.Product Innovation and Brand Expansion (00:07:34)Discussion on the importance of ongoing product launches and not relying solely on “home run” products.Marketplace Research and Arbitrage Opportunities (00:09:49)Charlie discusses using marketplace research and arbitrage to identify new product opportunities.Finding Trends Outside Amazon (00:10:48)Advice to look for trending products on other platforms (Etsy, DTC sites) and bring them to Amazon.Keyword Research and Listing Optimization (00:12:06)Charlie emphasizes his focus on keyword analytics and listing optimization for organic ranking.Focusing on Customer Needs in Sales Copy (00:12:53)Advice to highlight the root problem the product solves, not just compare features with competitors.Actionable Strategies Recap (00:13:46)Summary of key strategies: product innovation, customer-focused sales copy, and price testing for profit.Closing Remarks (00:15:47)Final thanks and well wishes as the episode concludes.Links and Mentions:Tools and Websites Amazon PPC (Pay-Per-Click Advertising) Google Ads Amazon Store Builder Data Dive Podcast Episodes Tyler Gregg of Ampd on LinkedIn Transcripts:Josh 00:00:00 Welcome to the Econ Breakthrough Podcast. I'm your host, Josh Hadley, where I interview the top business leaders in ecommerce. Today I'm speaking with Charlie Mckenzie, and we have recorded a live strategy audit session for you today. Charlie, welcome to the podcast. Thank you very much for having me on, Josh. I'm excited to be here. Awesome. At this point with Charlie Charlie's brand, he's got one skew. Well, he's got multiple skews because he's got some size variations in there, but he's got one product that is generating the sales for this brand. One of the first things that we looked at, for your brand, Charlie, was keyword research. And you're doing a great job of implementing the right search terms in your product title. In fact, you're crushing, you know, the competition in terms of the exact match keywords that you've got implemented in your title, and therefore you're actually ranked on the first page for many of those keywords. However, you're not in the top five positions right on most of those keywords.Josh 00:01:05 And so we then went through and discussed. All right. So what are some strategies that we can employ to. You've already got traction. You're obviously indexed for some of these big keywords. How do you move them up into that 1 to 5. You know organic ranking position? One of the things that we talked about was PPC. And Charlie, you know, you've started dipping your toes in the PPC waters. Initially we talked actually a couple of months ago, and you were not running ads on Amazon. And, you know, I told you like, hey, you should definitely start running some ads on Amazon because it is going to impact your organic ranking. You've been dabbling a little bit in that. My recommendation to you from our session was that, you know, create some exact match, keyword campaigns for those keywords that you're trying to rank for number one. But then number two, one of the things that we've found a lot of success with in our business is product targeting ads on Amazon.Josh 00:02:07 And so rather than just throwing it up against because with your particular product, there's there's other competitors that have different design variations, right. And so rather than just saying, hey, mine's beige, I'm going to go advertise on this pink one or this blue one. You the customer that's looking for a pink, product. They have a specific thought in mind. Right. Same thing. If somebody's looking for blue, like there's a reason why they clicked on the blue listing. So when it comes to setting up your product targeting ad campaigns, one of the things I would definitely recommend is only targeting those competitors that have the exact same color that you have, and you're going to get better performance that way. And what Amazon loves to see is if you can steal sales from those competitor listings, you will shoot ahead of them, on the organic ranking side, and that will allow you to increase your ranking a little bit faster there. In addition to that, we talked about some external marketing that you could be using and that is Google Ads.Josh 00:03:11 I know you've tested this in the past, had about a 200% ACOs there, which isn't great, obviously, but we talked about an additional tactic that you could use that could increase that performance because Amazon is definitely rewarding external traffic, right? in my prior one of the prior podcast episodes, we had Tyler Gregg of Amped on the episode, and he shared some fantastic strategies of how to create Google ads and the best way to maximize, you know, the return on investment on those. One of the big takeaways from that episode is that rather than just driving traffic to your current Amazon detail page, it's going to be better to create a store landing page for yourself. But in that store landing page, you recreate almost the exact way that your detail page looks on Amazon, and there's a specific section on the store builder page that allows you to basically recreate that detail page. That's exactly what you're going to want to do. And the beauty of driving that traffic to your store landing page that is literally identical to your detail page, is that you're able to remove all of your competitors because one of the tips, or I guess, one of the statistics that Tyler shared ...
How do you turn customer feedback into a product strategy that actually works? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Caribou Rewards Chief Product Officer Christine Dupuis will be speaking on transforming product management and caregiver recognition. Christine shares her journey from Google to leading a startup that empowers home care agencies, offering unique insights into building innovative, customer-centric products with limited resources.
What if your product could solve a problem that keeps 44 million Americans up at night? In this podcast hosted by iDonate VP of Product Nacho Andrade, Summer Chief Product Officer Michael Scully will be speaking on turning complex financial challenges into strategic product opportunities. Drawing from his entrepreneurial background and deep product expertise, Scully reveals how product leaders can transform seemingly intractable problems into innovative solutions that create real human impact.
Zeke Bronfman is the co-founder and CEO of The Absorption Company, a brand pioneering highly bioavailable supplements engineered for optimal nutrient absorption. With a background in health and wellness entrepreneurship—including a previous successful beverage exit—Zeke leads a team on a mission to address a major gap in supplement efficacy by focusing on real, measurable impact for consumers.In this episode of DTC Pod, Zeke details the journey of building The Absorption Company from inception to rapid retail success in outlets like Erewhon. He talks about the science behind absorption, launching with a powerful community-driven strategy, and the importance of brand-led product innovation. Zeke also offers practical advice on supply chain management, leveraging celebrity co-founders, and lessons learned about optimizing e-commerce for long-term growth.Episode brought to you by StordInteract with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. The founding story of The Absorption Company2. Why most supplements fail—and how absorption is the next frontier3. Creating a viral pre-launch private Instagram community4. Setting a brand apart with science-backed, lifestyle-driven design5. Early product development and MVP lessons6. Direct-to-consumer subscription as a growth engine7. Amazon, TikTok Shop, and the online channel mix8. The strategic approach to selective retail partnerships9. Managing the supply chain: co-packers, fulfillment, and scaling ops10. How to keep operations simple, resilient, and cost-effective11. Lessons in traffic acquisition: organic, paid, and influencer mix12. Celebrity founder advantages, limits, and effective deployment13. Funding, initial capital requirements, and brand investment14. Biggest founder learnings and operational takeaways15. What's ahead: innovation pipeline and future growthTimestamps00:00 Intro to Zeke Bronfman and The Absorption Company02:44 The absorption problem in supplements04:40 Why bioavailability is the future of wellness supplements06:11 Bringing the brand to life: Team, tech, and community-building07:47 The private Instagram launch strategy and viral pre-sale09:27 The power of exclusivity and early consumer engagement11:12 Product MVP and standout branding decisions13:26 Early sales strategy: DTC, Amazon, retail mix15:04 Why big-box retail isn't always the right move17:57 Scaling DTC: Subscription, platform choices, and LTV19:04 Driving traffic: Paid, organic, influencer, and celebrity co-founder impact20:38 TikTok Shop: Affiliate, Live, and what works (and doesn't)22:36 Capital, startup costs, and launching with impact25:32 Building a scalable supply chain and minimizing complexity27:25 Fulfillment operations and splitting inventory29:00 Entering boutique/strategic retail as a marketing lever30:52 Biggest learnings and missteps scaling Absorption Company33:13 Lessons using celebrity/influencer as a brand amplifier36:10 What's next: Upcoming innovations and business growth36:50 Where to follow Absorption CompanyShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more. Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• #243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokEzekiel Bronfman - Co-Founder and CEO of The Absorption CompanyBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic
02:04 Crypto Journeys: Soju and Zhen's Backgrounds04:27 Understanding Meteora: Current State and Future Vision06:49 Lessons from Mercurial: Token Migration and Community Support09:30 The Trump Token Launch: Behind the Scenes12:23 Positioning for Future Celebrity Launches14:59 Governance and Vetting Processes in Token Launches17:46 Dynamic Bonding Curve: Innovations and User Experience20:39 Dynamic Liquidity Market Maker: Features and Advantages23:24 Challenges and Future Developments in DLMM26:02 The Role of MET Token and Community Alignment28:32 Revenue Utilization and Buyback Philosophy31:10 Metrics for Success: Focusing on Fees33:45 Future Vision: What Will Meteora Look Like in Six Months? X: @MeteoraAG./ @0xSoju / @realdezen If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
"Are you building a brand that's building customer relationships—and the data behind them—to last or one that's just trying to keep up with today's omnichannel consumer? Agility requires not just reacting to change but anticipating it and even shaping it. It demands a deep understanding of your customer and the ability to adapt your strategies in real-time. Today, we're going to talk about the critical role of data reliability and identity resolution in building an agile brand. To help me discuss this topic, I'd like to welcome, Andrew Frawley, CEO at Data Axle. About Andrew Frawley Andrew (Andy) Frawley, with over 30 years of operational experience, including 25 years in senior leadership, has excelled in diverse industries such as agency, marketing services, software, and professional services. As a seasoned leader, he specializes in SaaS, Digital Marketing, CRM, Big Data, and Marketing Automation. As the CEO of Data Axle, Andy is dedicated to further developing industry-leading client solutions and delivering world-class services to Data Axle clients. A published author of “Igniting Customer Connections” (2014), Andy is a sought-after speaker on various business and technical topics related to Digital Marketing, Product Innovation, Agency Innovation, Customer Analytics, Big Data, and Customer Value Management. During his distinguished career, he has advised many clients, ranging from small digital businesses to the largest global marketing organizations. Andy's breakthrough thinking and methodologies, including ROE2, Cliquity, Continuous Customer Management, and Value in Play, have guided organizations in delivering tangible ROI from their customer and marketing investments. Andrew Frawley on LinkedIn: https://www.linkedin.com/in/andyfrawley/ Resources Data Axle: https://www.data-axle.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Register now for Sitecore Symposium, November 3-5 in Orlando Florida. Use code SYM25-2Media10 to receive 10% off. Go here for more: https://symposium.sitecore.com/ Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company"
Are you building a brand that's building customer relationships—and the data behind them—to last or one that's just trying to keep up with today's omnichannel consumer? Agility requires not just reacting to change but anticipating it and even shaping it. It demands a deep understanding of your customer and the ability to adapt your strategies in real-time. Today, we're going to talk about the critical role of data reliability and identity resolution in building an agile brand. To help me discuss this topic, I'd like to welcome, Andrew Frawley, CEO at Data Axle. About Andrew Frawley Andrew (Andy) Frawley, with over 30 years of operational experience, including 25 years in senior leadership, has excelled in diverse industries such as agency, marketing services, software, and professional services. As a seasoned leader, he specializes in SaaS, Digital Marketing, CRM, Big Data, and Marketing Automation. As the CEO of Data Axle, Andy is dedicated to further developing industry-leading client solutions and delivering world-class services to Data Axle clients. A published author of “Igniting Customer Connections” (2014), Andy is a sought-after speaker on various business and technical topics related to Digital Marketing, Product Innovation, Agency Innovation, Customer Analytics, Big Data, and Customer Value Management. During his distinguished career, he has advised many clients, ranging from small digital businesses to the largest global marketing organizations. Andy's breakthrough thinking and methodologies, including ROE2, Cliquity, Continuous Customer Management, and Value in Play, have guided organizations in delivering tangible ROI from their customer and marketing investments. Andrew Frawley on LinkedIn: https://www.linkedin.com/in/andyfrawley/ Resources Data Axle: https://www.data-axle.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Register now for Sitecore Symposium, November 3-5 in Orlando Florida. Use code SYM25-2Media10 to receive 10% off. Go here for more: https://symposium.sitecore.com/ Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Chelsi Brosh, PhD & Melissa Cook - TouchMath - How Combining Multisensory Mathematics Instruction with AI-Powered Progress Monitoring Has Transformed Outcomes for Struggling Learners. This is episode 789 of Teaching Learning Leading K12, an audio podcast. Chelsi Brosh, PhD, BCBA-D, is Chief Academic Officer at TouchMath, leading efforts to make math accessible for students with learning challenges. Previously, she was VP of Product Innovation. She holds a PhD in Special Education from UNC Charlotte and has experience in behavior analysis and education for students with disabilities. Melissa Cook is Chief Product Officer at TouchMath. She oversees the company's product strategy and development, leveraging her over 25 years of leadership experience to align innovative multisensory solutions with market needs. Before joining TouchMath, Melissa demonstrated her transformative leadership as President and Chief Operating Officer at Classworks. Our focus today is “How combining multisensory mathematics instruction with AI-powered progress monitoring has transformed outcomes for struggling learners.” Awesome conversation! So much to learn! Thanks for listening! Thanks for sharing! Before you go... You could help support this podcast by Buying Me A Coffee. Not really buying me something to drink but clicking on the link on my home page at https://stevenmiletto.com for Buy Me a Coffee or by going to this link Buy Me a Coffee. This would allow you to donate to help the show address the costs associated with producing the podcast from upgrading gear to the fees associated with producing the show. That would be cool. Thanks for thinking about it. Hey, I've got another favor...could you share the podcast with one of your friends, colleagues, and family members? Hmmm? What do you think? Thank you! You are AWESOME! Connect & Learn More: https://touchmath.com/ https://www.linkedin.com/company/touchmath/ https://www.youtube.com/@TouchMath https://www.instagram.com/touchmath.official/ https://www.facebook.com/TouchMath/ Length - 27:44
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
Synopsis: When biotech meets bold partnerships, new models of innovation emerge. In this episode of the Biotech 2050 Podcast, host Rahul Chaturvedi welcomes Paul Biondi, Managing Partner at Flagship Pioneering, and Uli Stilz, Vice President, R&D External Innovation Partners at Novo Nordisk, to explore the power of co-creation. Together, they unpack how Flagship's pioneering medicines model and Novo's Bio Innovation Hub intersect to accelerate breakthroughs in obesity, diabetes, and cardiometabolic diseases. They share lessons on building trust, navigating crises, and structuring alliances that go beyond transactions into enduring innovation ecosystems. From human disease atlases to new frameworks for agile collaboration, this episode offers a rare behind-the-scenes look at how pharma and biotech can partner differently—turning complexity into transformative therapies. Biography: Paul Biondi is a Managing Partner at Flagship Pioneering, leading Flagship's product and partnering capabilities, including Pioneering Medicines, Partnering, and Pipeline and Product Innovation. In this role, Paul oversees Pioneering Medicines, Flagship's in-house drug discovery and development unit, as well as therapeutic partnering and business development efforts for the Flagship ecosystem, including driving broad institution-wide Innovation Supply Chain partnerships with biopharma companies to jointly conceive and create innovative products. Paul also works with Flagship company CEOs and their teams to achieve the best attainable value for each company, guiding them in their pipeline strategy, product concepts, R&D execution, and partnering approach. He serves on the boards of Flagship-founded companies, including Tessera Technologies (NASDAQ: TSRA) and Valo Health. Paul Biondi is Managing Partner at Flagship Pioneering, joining after 17 years at Bristol-Myers Squibb (BMS), where he served as SVP of Strategy & Business Development and held leadership roles in R&D. He previously spent nine years at Mercer Management Consulting. Paul earned his MBA from the Kellogg School of Management at Northwestern University and his B.A. from Dartmouth College. Uli Stilz is Corporate Vice President, R&D External Innovation Partners, External & Exploratory Innovation (E2I) at Novo Nordisk., based in Boston. He leads a global R&D team that builds creative partnerships with biotech, venture capital, academia, and research hospitals to co-create next-generation therapeutics in cardiometabolic and rare diseases. Building on the success of the Novo Nordisk Bio Innovation Hub, Uli and the E2I team drive an externally anchored portfolio of collaborations that stimulate global innovation ecosystems and advance Novo Nordisk's pipeline. Uli Stilz earned his Master's in Organic Chemistry from ETH Zürich and a Ph.D. in Biochemistry from the Max-Planck-Institute of Biochemistry in Martinsried, followed by postdoctoral research at Caltech. He began his industry career at Hoechst AG and later Sanofi, where he became Associate VP of the Innovation Unit in the Diabetes Division. Over two decades, he contributed to more than 60 preclinical and clinical drug candidates in cardiometabolic, immunology, and oncology. From 2012–2014, he served as President of the European Federation for Medicinal Chemistry. In 2014, Uli joined Novo Nordisk in Copenhagen and in 2019 moved to Boston to establish and lead the Bio Innovation Hub, now the External & Exploratory Innovation (E2I) organization. He also serves as Adjunct Professor at the University of Frankfurt, sits on editorial and scientific advisory boards, and holds board roles at the Kendall Square Association and Gensaic, while advising the aMoon Fund.
Pavel Jakovlev is Head of Product Innovation & Growth at AMINA Bank. He has over a decade of experience driving growth and innovation across tech and Web3. Pavel helps clients from startups to scale up with strategy setting, demand generation, and partnerships to drive business expansion and innovation in Web3. With specialist communication skills, Pavel brings confidence to clients in fostering and maintaining meaningful relationships. Pavel is determined to use his passion for emerging technologies, and their practical application in the commercial environment to deliver efficiency, productivity, and sustainable growth for some of the most cutting-edge and innovative projects in the Web3 space.
Pavel Jakovlev is Head of Product Innovation & Growth at AMINA Bank. He has over a decade of experience driving growth and innovation across tech and Web3. Pavel helps clients from startups to scale up with strategy setting, demand generation, and partnerships to drive business expansion and innovation in Web3. With specialist communication skills, Pavel brings confidence to clients in fostering and maintaining meaningful relationships. Pavel is determined to use his passion for emerging technologies, and their practical application in the commercial environment to deliver efficiency, productivity, and sustainable growth for some of the most cutting-edge and innovative projects in the Web3 space.
Luis is a seasoned international executive who has been working in technology, digital media, and education for over twenty five years. He specializes in driving new ventures and products to rapid growth by building effective teams that use innovation, technology and creativity to solve complex problems. A life-long technologist with acute business acumen, he thrives at the union of people, product, technology, marketing and operations. Luis is the co-founder of Collectiva, a company that offers fractional executive services for game tech startups. At Collectiva, Luis partners with companies to create and execute strategic plans for growth and prepare them for raising money. Previously, Luis spent 19 years at Full Sail University where he led several strategic initiatives. As VP of Emerging Technologies he led the strategic direction and growth of technology and gaming degree programs. In the role, the student population of those programs increased over 130% boosting yearly revenues from $40MM to over $60MM. He joined Full Sail to start an online university which was launched in 2007. He oversaw the design and development of the proprietary learning management system, curriculum and content development, education delivery and the re-engineering of all sales and business functions for scale. In less than 5 years, the online student population went from just 13 to over 12,000 students, generating over a thousand jobs, launching more than 25 academic programs and bringing in annual revenue exceeding $180MM. Other responsibilities in last 10 years included several general manager roles to create, manage or launch new products including international sales and a one-year post as CEO of the group's company in Brazil. In the late 90s Luis was Vice President of Product Development at quepasa.com which became the largest online community and portal for US hispanics and went through a successful IPO. Early in his career, Luis was a programmer and designer at various other tech startups. Luis has a passion for the development of the technology ecosystem in Orlando and Florida. To that end, he has served in advisory boards for local organizations and governments such as the Tech Council at the Orlando Economic Partnership, the Orlando Chapter for the VR/AR Association, and the Orange County Government, among others. Specialties: Business Strategy and Execution, Emerging Technologies, Product Innovation, Team Building, General Management, Business Development, Business Operations, International Business.
We are back with the latest Going Public with Evercore's Glenn Schorr.On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative asset managers' businesses.We discussed:Will the exit environment for private equity improve?Are animal spirits back in markets — and what does it mean for exits?Why and how private markets is more than private equity and private real estate.Why the wealth channel has been a contributor to alternative asset manager growth.How are banks responding to the expanding reach of private credit?Why private real estate could be a compelling category going forward, with 90%+ of real estate being privately owned.Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms. Show Notes00:00 Introduction and Countdown00:15 Introduction to Alt Goes Mainstream00:48 Meet Glenn Schorr: Wall Street Analyst02:08 Market Trends and Earnings Season02:15 Impact of Tariffs and Market Activity03:20 M&A and IPO Activity03:35 Private Equity and Market Dynamics04:34 Optimism in the Market06:11 Fundraising and Stock Prices06:52 Private Credit and Infrastructure08:31 Scale and Diversification10:19 Perpetual Capital and Investor Mindset13:51 Mega Trends and Long-Term Investments15:50 Real Estate and Market Cycles17:14 Long-Term View on Asset Managers20:04 Fee Structures and Performance24:15 Wealth Channel and Operational Challenges26:17 Institutional vs. Retail Investors28:41 Public vs. Private Markets31:01 Ceiling on Capital Raising31:42 Stewardship and Capacity Management33:03 Private Credit Market33:27 Direct Lending Market33:43 Competitive Banking Landscape33:55 Current State of Direct Lending34:22 Private Credit Market Expansion34:52 Investment Grade Private Credit36:19 Banks vs. Private Credit37:39 Banks' Adaptation Strategies38:53 Private Credit Market Size41:01 Insurance and Private Markets41:44 Apollo's Insurance Strategy43:45 Insurance Balance Sheet Power44:32 Insurance and Wealth Channels44:54 Private Wealth Return Hurdles46:47 Product Innovation in Private Markets47:00 Alternative Asset Managers' Strategies49:43 Wealth Channel Product Choices50:39 Approval Process for Wealth Platforms52:29 Third-Party Evaluators in Private Markets53:28 Convergence of RIAs and Investment Consultants54:15 Distribution Strategies for Asset Managers55:39 Servicing and Education in Private Markets56:16 Segmenting the Wealth Channel56:43 Morgan Stanley's Advisor Strategies57:45 Notable Developments in Private Markets59:19 Optimism in Financial Markets01:00:39 Concluding Thoughts and Future OutlookEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company | AAMI | Acadian Asset Management | APO | Apollo Global Management, Inc. | BAC | Bank of America Corporation | | Glenn Schorr holds a long position in equity securities of Bank of America Corporation.| BK | Bank of New York Mellon Corp. | | Bank of New York Mellon Corp. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Bank of New York Mellon Corp. in the last 12 months. | | Evercore ISI or an affiliate has received compensation from Bank of New York Mellon Corp. for investment banking services in the last 12 months. | | Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.| BLK | BlackRock, Inc. | | BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to BlackRock, Inc. in the last 12 months. | | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months. | | Glenn Schorr holds a long position in equity securities of Blackrock Inc.| BX | Blackstone, Inc. | | Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months. | | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months. | | An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household)is an officer, director or advisory board member of Blackstone, Inc.. | | Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months. | | Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.. | | Glenn Schorr holds a long position in equity securities of Blackstone, Inc. | | A member of Benjamin Rubin's household holds a long position in equity securities of Blackstone, Inc. | OWL | Blue Owl Capital, Inc | C | ...
We were in Times Square for our second annual “On-the-Road” at Specialty Summit Pharmacy Friends episode. And this year we had a big presence in the big apple. Today, you get to hear from some of our brightest thought leaders who were there to share their insights. From the latest medical pharmacy trends to the importance of having a partner in developing a biosimilar strategy and finally what's in the equation for creating innovative solutions to help people get their medicine plus so much more.Tune-in and subscribe to our podcast to learn about the latest health care and pharmacy trends. Guests include:(00:39) Jordan Almazan, Senior Director, Clinical Strategy & Specialty Solutions(11:40) Steve Cutts, SVP, Specialty and Clinical Solutions(31:47) George Van Antwerp, SVP, Product Innovation(43:07) Dinesh Kandanchatha, SVP, Chief Information and Technology Officer(01:00:25) Roxanne Schwans, SVP, Supply Chain(01:08:12) Brian MacDonald, Senior Director, Clinical Strategy & Programs(01:21:41) David Root, VP, Government Affairs ANDCaitlin Berry, Senior Principal, Government Affairs Policy Advisor
#thePOZcast is proudly brought to you by Fountain - the leading enterprise platform for workforce management. Our platform enables companies to support their frontline workers from job application to departure. Fountain elevates the hiring, management, and retention of frontline workers at scale.To learn more, please visit: https://www.fountain.com/?utm_source=shrm-2024&utm_medium=event&utm_campaign=shrm-2024-podcast-adam-posner.Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcastFor all episodes, please check out www.thePOZcast.com Takeaways - Behind every entrepreneur is a compelling origin story.- Family influences can shape entrepreneurial spirit.- Turning a family recipe into a business can be transformative.- Overcoming skepticism is part of the entrepreneurial journey.- Funding a startup often requires personal sacrifices.- Building a brand involves navigating manufacturing challenges.- Demos and customer engagement are key to market entry.- Trusting your gut is crucial in business decisions.- Mentorship plays a vital role in entrepreneurial success.- Success is defined by time, health, and family love.
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
Stratus CEO Ricky Jones turned a $4000 buy into a thriving ski brand—doubling revenue with passion, niche focus, and authentic community.For more on Stratus and show notes click here. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.
Are you a small startup trying to compete with the big dogs? Well then this episode is for you.Tyler and Sterling sit down with Daniel Simon, co-founder of Bread (sold for $500M) who is now working on his next big startup: Coast, a fuel card and payment platform for companies that manage large fleets of vehicles.Daniel breaks down his learnings from his time at Bread, what he's doing differently now at Coast, and the important lessons he's learned from building successful companies in niches that are already dominated by large incumbents.Subscribe to never miss an episode!Chapters:(00:00:00) Intro(00:02:09) Disrupting Fleet-Centric Financial Services(00:05:20) Different vs. Better when competing with Incumbents(00:10:14) Customer Feedback for Product Innovation(00:16:34) Finding Partners for Capital Acquisition(00:21:07) How to Fundraise Effectively(00:24:03) Attracting Investors(00:26:38) Iterative Product Development through Sales Feedback--Check out Coast: coastpay.comThis episode was brought to you by Pelion, a VC firm based in Utah. Learn more about them here: pelionvp.com
In this Throwback episode, Chad Franzen interviews business leader Josh, who shares his proven framework for rapidly enhancing business performance. Josh outlines four key drivers of growth: product innovation, hiring talented people, sales and marketing, and implementing effective operational systems. Drawing from his own entrepreneurial journey, Josh provides practical examples and actionable advice for each area. He emphasizes the importance of focusing on these core levers to achieve quick, sustainable results. The episode offers valuable insights and resources for entrepreneurs looking to improve their businesses, with Josh inviting listeners to connect for further guidance.Chapters:Introduction and Framework Overview (00:00:00)Josh introduces Chad as the interviewer and outlines his four-part framework for enhancing business performance.Product Innovation (00:01:50)Josh discusses the importance of unique product innovation, sharing an example of educational posters during COVID-19.Hiring Smart People (00:05:29)Josh explains why hiring talented people is crucial, with examples of improving processes through expert team members.Sales and Marketing (00:10:54)Josh emphasizes sales and marketing as the lifeblood of any business, necessary before scaling other areas.Operations and Implementing an Operating System (00:11:59)Josh details the importance of operational systems for scaling, describing their meeting structure and management processes.Getting Started with Operating Systems (00:15:47)Josh gives advice on how to begin implementing an operating system, recommending resources and offering help.Conclusion and Farewell (00:17:23)Chad and Josh wrap up the episode and say goodbye to listeners.Links and Mentions:Meetings and FrameworksL10 Meeting4-1-1 MeetingsEOS FrameworkWebsitesEcomm BreakthroughRise25BooksThe E-MythTranscript:Josh 00:00:00 I have Chad Franzen here of rise 25, who has done hundreds of interviews with successful entrepreneurs and CEOs. We have flipped the script and he's going to be interviewing me today. Welcome, Chad.Chad 00:00:12 Hey, Josh, thanks. It's great to be here. today, I would love to talk about your approach to, enhancing the performance of a business in your years as a business leader. What kind of framework have you developed where you can just step in and kind of implement ways to enhance the performance of a business pretty quickly.Josh 00:00:28 Over the last few years, I think, as our own business has continued to grow in scale, and I needed to build out a leadership team, I needed to myself write down what I felt were the biggest drivers, needle movers, biggest levers that I can pull inside the business. And so it forced me to kind of like narrow it down to like, there's a million different things that I could be working on with inside the business, right? I could be working on just HR in and of itself.Josh 00:00:59 I could be working on marketing, social media. I could be working on, you know, accounting, finance. There's the list goes on and on and on. Right. So what I decided to do is just create like four areas where if we focus on these four areas within our business and we make strategic decisions, this should be able to make an impact if we pull this particular lever. So that's how I kind of identified these. And I have specific examples here that I'll share with you that that walk through kind of why I decided like this is a core area of the business rather than, you know, maybe accounting for example, and finance, although important, you know, these are the four core things that I can move into a business, make changes, and then be able to see growth happen real quick. Does that make sense?Chad 00:01:50 Yeah, absolutely. So the first one that you listed, of the four was product innovation. Tell me a little bit more about you know obviously it's very important, but tell me a little bit more about your thoughts on it.Josh 00:02:00 Yeah. In one of our earlier podcast episodes, I shared this as one of my biggest mistakes that I've made in a business, and that is kind of creating me two products or looking at the market and saying, well, they're doing well with this type of product. So obviously I should just introduce something similar and I'm going to have similar results. What I have learned from launching over 1300 different products at this point is that you need to bring something unique to the table. creating meta products is never going to serve you in the long run. If if you do stumble upon something and it works. It's going to be a short term win in my opinion. So one of the examples that I would give you is, you know, one of the products that we launched during Covid, was educational posters. Okay. So obviously with homeschool, becoming more of a thing during Covid. Back in 2020, we our business had to pivot. We looked at, you know, different home school supplies and different things that we could launch to cater to that market because it was such a it was an expanding market at the time.Josh 00:03:11 We looked at one of the most competitive niches on Amazon itself, and we saw educational posters as one of those. What we decided to do is we decided to throw our hat in the ring, but what we noticed is that nearly all of the competitors and most of these competitors were overseas competitors, right? So what we noticed, though, is they all look very, very similar. You know, Chad, I would argue that it those posters that you saw on Amazon were probably the exact same posters that we grew up with in the classroom, you know, just kind of your standard, you know, vanilla educational poster, so to speak. And we're talking about like, ABC to, you know, all the letters of the alphabet. Counting from 1 to 100. Things like that. So what my wife decided to do, though, is she. You know, she's just so good at design. But she looked at what was trending on Etsy, what was trending on Pinterest, what was trending on Google, and what did she see on social media that teachers, how teachers were decorating their room, or how parents were decorating their homeschool rooms, so to speak.Josh 00:04:21 And after kind of gathering all of that information, she decided to design something that I don't think anybody else has ever seen before. So number one, she has a very creative mind. But we went into an overlay like, again, if most people would look at that niche, they'd say, that's a saturated market, don't go into it. There's no way you're going to make any money. And instead what we did is we launched the product in August of 2020. We became the number t...
In this episode, we bring you an exclusive recording from the Innov8rs LearningLab featuring Tito Obaisi, Senior Manager of Pipeline and Insights at Comcast NBCUniversal LIFT Labs, in conversation with our Founder and CEO Fred Schonenberg. Tito shares how his team captures and socializes insights from startup collaborations across Comcast, NBCUniversal, and Sky to inspire colleagues, educate teams, and uncover opportunities for transformation. Tune in for a behind-the-scenes look at how strategic partnerships with startups fuel enterprise-wide innovation and shape the next generation of products, technologies, and services.
Annexus cofounder Ron Shurts serves it spicy—ditch vanity goals, control the grind, and turn annuities into your unfair advantage.
In episode 489 of Total Retail Talks, Editor-in-Chief Joe Keenan interviews Paul Weingard, president and CEO of Schylling, the iconic toy company marking 50 years in the industry this year. Listen in as Weingard provides an overview of the company's history and current business (1:30), his 18-year career at Schylling (3:25), and how the brand…
Celebrate a decade of innovation, learning, and connection in the Alteryx Community! In this special 10th anniversary episode of Alter Everything, we hear from you as we explore the stories and milestones that have defined the Alteryx Community over the past ten years. Hear firsthand accounts from users like you (maybe even you reading this) whose lives and careers have been transformed through mentorship, career advancement, or lifelong friendships. This episode highlights the power of Community in the world of data analytics. Join us as we honor the people, stories, and achievements that make the Alteryx Community truly special.Guests: Matt Rotundo, Engagement Engineer @Alteryx - @AlteryxMatt, LinkedInAlex Gross, Sr. Process Analyst @ Siemens - @grossal, LinkedInNicole Johnson, Sr. Manager Product Management @ Alteryx - @NicoleJ, LinkedInMatt Montgomery, Data Sherpa @ Montgomery Solutions - @mmontgomery, LinkedInCalvin Tang, Group Manager, Business Solutions & Enablement @ Prudential PLC - @Caltang, LinkedInSamantha Clifton, Sr. Sales Engineer @ Alteryx - @Samantha_Jayne, LinkedInLuke Cornetta, Sr. Director @ Alvarez and Marsal - @LukeC, LinkedInBen Stringer, Data Consultant @ Bulien - @BS_THE_ANALYST, LinkedInRoan Pilsworth, Data Consultant @ Bulien - @pilsner, LinkedInAlex Abi-Najm, Solutions and Enablement Lead @ Aimpoint Digital - @alexnajm, LinkedInShan Miralles, Quantitative Analyst @ JP Morgan Chase - @shancmiralles, LinkedInDan Menke, Community Ops Sr. Manager @ Alteryx - @DanM, LinkedInMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: Inspire ConferenceAlteryx ACE ProgramAdvent of CodeWeekly Challenges and Cloud QuestsAlteryx User GroupsAlteryx AcademyAlteryx Interactive LessonsAlteryx CertificationSparkEdRoad to Inspire Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.
Pat Moye, Executive Director of Product Innovation at Deluxe, unveils the surprising reality of accounts receivable departments still trapped in manual processes despite technological advances elsewhere in business. As he aptly points out, AR professionals often describe themselves as "cash detectives," spending valuable time hunting down payment information across disconnected systems - a critical bottleneck in business cash flow.The heart of modern AR transformation isn't flashy AI algorithms but rather solid data foundations. Pat emphasizes that payment information typically exists across multiple fragmented systems: "The data from ACH and wire payments is with the bank. The data from lockbox payments is with a company like Deluxe. The data about open invoices is in their ERP." This fragmentation creates significant challenges when attempting to implement automation, as these disparate data sources must first be unified and standardized.Organizations seeking to modernize their AR operations should resist the temptation to overhaul everything at once. Instead, Pat advocates for an agile approach that tackles specific pain points incrementally: "Don't think about making these big swings. Think about the incremental gains you can have by just changing some pieces of the puzzle." This methodical journey begins with consolidating basic payment data sources before expanding to incorporate unstructured data and advanced analytics - allowing teams to transform from operational cost centers into strategic business partners.Discover how Deluxe has evolved beyond its 110-year history as "the check company" to become a comprehensive payment and data solutions provider, helping businesses eliminate AR friction points and accelerate cash flow. Whether you're just beginning your automation journey or looking to enhance existing capabilities, this episode offers practical insights for finance leaders ready to transform their receivables operations.
August 7, 2025 #ActiveInference - In this thought-provoking episode of the Spatial Web AI Podcast, host Denise Holt (Founder & CEO of AIXGlobal Media and Learning Lab Central) sits down with two renowned expertsshaping the future of intelligent systems:
What does it truly take to succeed as an entrepreneur—is it relentless hard work, adaptability, or the ability to receive support from others? In this “In Case You Missed It” episode of The Angel Next Door Podcast, host Marcia Dawood recaps standout moments from recent conversations with three trailblazing women, each offering unique lessons on building a thriving business.The episode features Marcia giving highlights from the past episodes of Angie Bastian, who grew Boom Chicka Pop from a garage-based popcorn operation into a $250 million brand; Martha Carlin, the determined founder of BiotaQuest, who transformed her personal experience with her husband's Parkinson's into mission-driven health innovation; and Andrea Quinn, a women's mindset coach dedicated to helping female entrepreneurs embrace the art of receiving and support.Packed with actionable wisdom and motivational stories, this episode makes it easy to catch up on the best advice from each guest, providing both inspiration and strategies you can use right away. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
As we are in the midst of a week of significant releases on inflation data and serious geopolitical brinkmanship, it is time to take a look at what will shepherd investors through the bumps via ETFs. ETFs in Canada have been hitting record highs in recent months - across the whole Canadian industry, as well as at Fidelity, in particular. Investors are more and more interested in a vehicle that allows for broad diversification, core positioning and the where-with-all to add particular strategies for easily enhancing risk, or just as easily, decreasing exposure to risk. Recorded on August 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
What if your engineering team didn't just write code, but owned product discovery, wrote the launch messaging, and handled early sales? In this episode, Michael Grinich, CEO and founder of WorkOS, deconstructs their playbook for collapsing the product/engineering stack: no design leads, only one PM, and engineers who own product end-to-end. Michael breaks down how they teach product thinking, build with deep customer insight, and why his most important job is often to "cut scope." You'll learn how to remove the "lossy translation layers" between teams, build a culture of curiosity and customer obsession, and ship higher-quality products, faster.ABOUT MICHAEL GRINICHMichael is the founder and CEO of WorkOS, a developer platform that enables companies to become Enterprise Ready through features like Single Sign-On (SAML). Their customers include many of the fastest-growing startups including Webflow, Drata, Loom, and +200 others. Before WorkOS, Michael co-founded Nylas and studied CS at MIT. ToolHive Unlocks the Full Value of MCP & Your AI AgentsSo you've invested in AI agents for code generation, but they're limited to experiments or even stuck on the shelf. To do real, valuable work, those AI agents need access to your data and systems.ToolHive helps you confidently connect the pieces by making it simple and secure for you to use the Model Context Protocol (MCP).ToolHive includes a pre-vetted registry of MCP servers, containerizes every MCP server for consistency and leans on built-in security to keep your secrets safe.Leaders trust ToolHive to put MCP into production and put their AI agents to work.ToolHive is open source, so get started for free at toolhive.dev Join us at ELC Annual 2025ELC Annual is the premier event for engineering leaders. This is our biggest event of the year: 1,000+ CTOs, VPs & Directors in San Francisco @ ELC Annual 2025 for two days of leadership breakthroughs, tactical peer learning & curated connections!
In this episode of Skin Anarchy, host Dr. Ekta Yadav sits down with the iconic Patrick Starrr—beauty mogul, influencer, and founder of ONE/SIZE—for an unfiltered conversation on how empathy, innovation, and identity can redefine what beauty means today. Patrick opens up about his transition from top-tier influencer to brand founder to licensed esthetician, sharing how a desire for true efficacy and skin knowledge drove him back to school, even while leading a growing brand.Listeners will get a behind-the-scenes look at how Patrick's emotional connection to beauty shaped every detail of ONE/SIZE—from inclusive design to high-performance products built for real skin needs. He shares the brand's powerful origin story and the deeper mission behind it: to serve the overlooked, celebrate individuality, and build with intention.You'll also hear about his SPF breakthrough, “On ‘Til Dawn,” and how he cracked the code to deliver sun protection that works over makeup—without compromising wear or texture. Throughout the conversation, Patrick's passion for storytelling, education, and community shines through. His perspective on beauty as a form of communication—and empathy as a business model—offers valuable lessons for founders, creatives, and beauty lovers alike.Tune in to hear how Patrick Starrr is rewriting the rules of beauty, from science-backed SPF to emotional entrepreneurship—only on Skin Anarchy.Shop ONE/SIZE and visit their social media. CHAPTERS:(0:00) Introduction to Patrick Starr and His Journey in Beauty(2:05) From Influencer to Founder: The Story of ONE/SIZE(4:06) The Importance of Efficacy in Beauty Products(6:12) ONE/SIZE: Inclusivity Through Packaging and Design(10:05) The Challenge of Formulating Makeup Products(12:07) Communication and Marketing Strategy Behind One Size(15:05) Building Authentic Relationships with Influencers(17:12) Navigating the Influencer World and Staying True to Values(20:27) Game-Changing SPF: The Inspiration Behind "On 'Til Dawn"(27:24) The Business of Beauty: Time, Money, and Product Innovation(28:29) The Responsibility of Influencers and Being a Design ThinkerLearn more about Function Health and join using our link. Visit www.functionhealth.com/SKINANARCHYPlease fill out this survey to give us feedback on the show!Don't forget to subscribe to Skin Anarchy on Apple Podcasts, Spotify, or your preferred platform.Reach out to us through email with any questions.Sign up for our newsletter!Shop all our episodes and products mentioned through our ShopMy Shelf! Hosted on Acast. See acast.com/privacy for more information.
Alberto Morgando is the CEO of the iconic brand Mavic. Alberto shares his fascinating journey from studying mechanical engineering in Turin, Italy to leading multinational companies and private equity turnarounds before taking the helm at the legendary French wheel manufacturer.Arriving at a precarious moment when Mavic was struggling with significant losses amid cycling's market downturn, Alberto faces the critical task of returning this storied brand to profitability and long-term health.We explore his management philosophy, the unique challenges of revitalizing a storied brand, and his strategic approach to navigating the volatile cycling industry. With his outsider perspective and proven turnaround expertise, Alberto offers fresh insights into brand revival, market dynamics, and the evolving future of cycling.Introduction & Background0:00 – Introduction to Alberto Morgando and his background in engineering and management.Early Career & Moving Abroad1:14 – Alberto's decision to study engineering, early career in logistics, and moving from Italy to France.Small vs. Large Companies5:45 – Experiences in small companies vs. large corporations, and the value of both.Transition to Consulting & MBA12:50 – Pursuing an MBA, entering consulting, and the impact on his career trajectory.Leadership Philosophy & Management Roles18:46 – Alberto's approach to leadership, impact, and moving into executive roles.First CEO Experience & Private Equity22:06 – Taking on CEO roles in mid-sized companies, challenges, and successes.Joining Mavic & Brand Revitalization27:07 – How Alberto became involved with Mavic, the brand's challenges, and his mandate.Cycling Industry Challenges & Strategy36:37 – The unique challenges of the cycling industry, market cycles, and Mavic's strategy for growth.Product Innovation & Market Approach43:09 – Focus on product development, innovation, and balancing OEM and aftermarket business.Retail, D2C, and Channel Strategy53:54 – Mavic's approach to retail, direct-to-consumer, and online channels.Closing & Contact Information59:17 – Final thoughts, how to contact Alberto, and closing remarks.Read the latest 'The Business of Cycling' BlogSign up for 'The Business of Cycling' Newsletter
S5:E5 Leading with Values: How Naturepedic Builds a Better Brand, with Arin SchultzWhat does it take to lead growth at the forefront of a movement for safer, healthier sleep? In this episode of The Retail Razor Show, we sit down with Arin Schultz, Chief Growth Officer at Naturepedic, a pioneering brand in certified organic mattresses and bedding. With over eleven years in the organic sleep industry, Arin shares how he's helped Naturepedic expand its market share, launch innovative products, and build a trusted brand committed to health, sustainability, and safety. We talk about the evolution of the organic mattress category, how purpose-driven growth strategies translate to retail success, and the balancing act of leading multiple departments—sales, marketing, retail, R&D, and more. Whether you're in retail, health-conscious consumer products, or looking to build a values-based, mission-led brand, this episode delivers sharp insights from one of the industry's most committed and capable leaders!Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://bit.ly/RRShowYouTubeAbout our GuestArin Schultz is Chief Growth Officer at Naturepedic, the leading organic mattress brand. As the lead on all Naturepedic marketing efforts, Arin develops and implements strategies that support the company's business growth, customer retention, product innovation, consumer education initiatives and sustainability goals. Working for the certified organic, non-toxic mattress pioneer opened Arin's eyes to the dangers of harmful chemicals and their pervasive presence in households across the globe. This knowledge has added a deeper purpose to his relentless push to help transform the brand's vision into reality. A father of four and an empathetic listener, Arin's success at Naturepedic is centered on his authentic understanding of the Naturepedic customer and his genuine desire to help families make the safest, healthiest sleep choices.00:00 Preview 01:45 Show Intro 07:21 Arin Schultz, Chief Growth Officer, Naturepedic - The Mission 08:43 The Founding Story of Naturepedic 12:09 Challenges and Growth in the Mattress Industry 17:13 Retail Expansion and Customer Engagement 19:30 Product Innovation and Sustainability 23:10 Industry Environmental Impact and Continuous Product Improvement 35:20 Customer Experience and Meeting Their Needs 38:21 Replacing Your Mattress & Customer Service Excellence 43:20 Sourcing and Tariffs Impact 49:53 Embracing AI in Marketing and Operations 56:28 Advice for Growing a Values-Based Brand 59:23 Final Thoughts 01:00:38 Show CloseMeet your hosts, helping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voices for 2025 & a RETHINK Retail Top Retail Expert from 2021 – 2025. Thinkers 360 has named him a Top 10 Retail Thought Leader, Top 50 Management Thought Leader, & Top 100 Digital Transformation Thought Leader, plus a Top Digital Voice for 2024. He is an advisory council member at George Mason University's Center for Retail Transformation, and is the director partner marketing for retail & consumer goods at Microsoft.Casey Golden, is CEO of Luxlock, a RETHINK Retail Top Retail Expert from 2023 - 2025, and Retail Cloud Alliance advisory council member. Obsessed with the customer relationship between the brand and the consumer. After a career on the fashion and supply chain technology side of the business, now slaying franken-stacks and building retail tech!Includes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.
In his episode of the Dave and Dharm Demystify Show, host Dharm is joined by Rob Dunlap, Head of Product Innovation at Zafin, to discuss the evolving landscape of agentic AI and its applications in banking. Rob had previously lead AI initiatives at IBM before joining Zafin making him a great subject matter expert for demystifying agentic banking. The conversation delves into the definition and implications of agentic AI, emphasizing its transformative potential and role in automating complex financial tasks. Rob shares insights on how third-party apps are pioneering the adoption of AI in personal finance, while banks must catch up to maintain customer trust and offer personalized services. The discussion touches on the challenges banks face, such as overcoming internal silos and ensuring regulatory compliance, and highlights the importance of human and AI partnerships. Rob also talks about the rapid pace of AI innovation and the importance of designing AI solutions for user adoption
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
Jaxon Lane built a men''s skin care empire through innovation and strategic PR, earning organic celebrity endorsements from Nick Jonas and Niall Horan.For more on Jaxon Lane and show notes click here. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.
Lex speaks with Ali Niknam, CEO and founder of Bunq, a leading European neobank. Ali shares Bunq's journey from its founding during the financial crisis to becoming Europe's second-largest neobank. The conversation explores Bunq's user-centric philosophy, innovative products, and unique organizational design. Ali discusses overcoming regulatory challenges, prioritizing cultural values, and fostering accountability within teams. The episode also examines the complexities of the European fintech landscape and Bunq's mission to revolutionize banking by focusing on user needs and continuous improvement. MENTIONED IN THE CONVERSATION Topics: Bunq, ING, Revolut, Betterment, Synapse, TransIP, Fintech, banking, crypto, neobank, challenger bank, culture, Europe, VC ABOUT THE FINTECH BLUEPRINT
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Dylan Silver interviews Kenneth J Kwiatkowski about his innovative product, the Sprinkler Guard, designed to protect sprinkler heads from damage. Kenneth shares the inspiration behind the product, his journey from prototyping to manufacturing, and the challenges he faced along the way. He discusses the marketing strategies he employed to promote his product and highlights its unique features that set it apart from competitors. The conversation concludes with Kenneth's insights on the importance of time management and community support in entrepreneurship. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
What does it truly take to transform a simple side hustle into a nationally recognized brand—and what if you could change lives along the way? In this episode of The Angel Next Door Podcast, host Marcia invites Angie Bastian, co-founder of the beloved snack brand BOOMCHICKAPOP, to share the remarkable journey of building a business from the family garage all the way to a multimillion-dollar acquisition. Angie's story challenges the traditional image of entrepreneurship, laying bare both the financial scrambles and the deeply human rewards that accompany the pursuit of a dream.Angie Bastian, who, along with her husband, Dan, started popping kettle corn in 2001 to help fund their children's college education, never imagined she'd become a leader in the natural foods movement. With no prior business experience—Angie was a nurse, her husband a teacher—the Bastians hustled at farmers markets, connected with local sports teams, and relentlessly pushed through setbacks to turn their “Angie's Kettle Corn” into the global phenomenon BOOMCHICKAPOP. Angie's dedication to transparency, clean ingredients, and her community sets her apart as an entrepreneurial role model.This episode is packed with invaluable lessons as Angie details the scrappy financing tactics, the reimagining of their brand, the leap to building their own manufacturing plant, and the deep impact of sharing success with their employees. It's a candid conversation about perseverance, integrity, and redefining what business can mean for families and communities. And don't miss the tear-jerking story Angie tells at the end of the episode – it's a true heart warmer. To get the latest from Angie Bastian, you can follow her below!https://www.linkedin.com/in/angie-bastian-31085010/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Struggling with saddle fit and wondering what truly matters for your horse? This episode of the USEA Official Podcast is full of practical advice to help you nail the basics and keep your horse comfortable in their tack. Nicole Brown is joined by Emily Bates — Head of Product Innovation at Bates Saddles — who breaks down everything you need to know, from subtle signs your horse might be telling you they're uncomfortable to key tips on fit, balance, and ongoing maintenance. If you want to make sure your horse is moving and feeling their best — this one's for you. Check out Bates Saddles here.
DESCRIPTION The Category Disruptors Series continues! It's time for Part 3 in our series spotlighting the female CEOs and founders behind some of the fastest-growing and most innovative brands in their categories. In this episode, we spotlight Laurel Orley, co-founder and CEO of Daily Crunch—the sprouted nut snack brand shaking up what they call the “trusty but dusty” nut category. It's a thoughtful conversation and another strong addition to the series—tune in for the full story. "There's a lot of FOMO out there. You see unicorn brands doing amazing, and it's so easy to think: how did they make $1M in 5 minutes? Why not me? But you have to stay on your path." Laurel Orley KEY TAKEAWAYS In this episode, Laurel, Julie, and Jordan discuss: Laurel Orley's transition from a career at major brands like Unilever to founding Daily Crunch Snacks, inspired by her aunt's unique sprouted nut process. How Daily Crunch's sprouted, dehydrated nuts stand out for their crunch, health benefits, and clean label. The creative process behind their flavors, including collaborations with other brand and the upcycling of pickle ends for sustainability. Daily Crunch's commitment to women-owned certification and giving back through mental health initiatives Laurel shares how her corporate background provided valuable skills, but also discusses the steep learning curve and differences when moving to a founder role. The role of accelerators like SKU, mentorship, and the Vanderbilt intern pipeline in helping Daily Crunch grow and evolve. Hard-earned lessons in supply chain, pricing, product launches, and the realities of growing a snack brand during the pandemic. Exciting updates for 2025, including a new flavor and refreshed packaging highlighting nutritional benefits. The importance of staying focused on your own brand journey, leveraging available resources, and maintaining a mindset of continual learning.
In this episode of the Unstoppable Marketer podcast, Jon Richards, co-founder and chief product officer of Nomatic, discusses the company's journey from wallets to premium travel gear. He shares insights on product development, market expansion, and the challenges of entering new product categories like women's bags and apparel. The conversation also explores the impact of AI on business and content creation, offering a glimpse into potential future trends in technology and consumer behavior.Please connect with Trevor on social media. You can find him anywhere @thetrevorcrump
This week, I'm joined by Kat Schoewe, VP of Design and Product Innovation at Outdoor Research.She can casually mention shaping product at Under Armour, L.L. Bean, Pearl Izumi, and Land's End—but she'd much rather talk about her vintage collection.We get into how she got started in design, the wild rise of GORP-core, what it means to be a fashion brand without really calling yourself one, and her deep love of thrifting. We also talk about why Outdoor Research has such a huge following in Japan.It's a fun ride—full of gear talk, cultural crossover, and a few solid parenting hacks thrown in for good measure.*Sponsored by Bezel - the trusted marketplace for buying and selling your next luxury watch
What if being the first in your category made you the Kleenex of your market? And how do you turn that into a lasting advantage? In this episode, we talk to Dean McIntyre, president of Ayrsonics and CEO of the McIntyre Group, about building a brand that stands out in the competitive world of acoustic products. Dean shares why they diversified, how they pivoted during economic downturns, and how they're bringing manufacturing back to North America to build a more resilient business.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets.Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial's headquarters in Radnor, Pennsylvania to discuss the increasing involvement of insurance companies in private markets.Jayson, who is a member of Lincoln Financial's Senior Management Committee and serves as the primary investment officer to Lincoln's Board of Directors on all investment-related matters, is responsible for more than $300B in assets across the general account portfolio and the separate account mutual fund complex. He's also chairman of the board of directors of the Lincoln Variable Insurance Product Trust family of over 100 mutual funds. He's also on the board of the Lincoln Financial Foundation.Fresh off recent partnerships with Bain Capital and Partners Group on private markets investment products and Bain Capital taking a stake in Lincoln's business, Jayson and I had a fascinating conversation about how insurance companies can approach private markets and how they can build unique and differentiated partnerships with asset managers.We discussed:The evolving role of insurance companies as LPs in private markets.Why asset and liability matching is a critical framework to allocating to private markets.How the general account of an insurance company creates interesting opportunities for strategic relationships and partnerships with alternative asset managers.The benefit of having a business that works with financial advisors and individuals.The importance of educating wholesalers about private markets – and why insurance wholesalers might have an advantage in educating advisors and clients about private markets products and strategies.Thanks Jayson for coming on the show to share your wisdom and expertise about private markets and insurance.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 Notes00:40 Introduction to Jayson Bronchetti02:20 Sponsor Message: Ultimus Fund Solutions03:37 Welcome to the Podcast04:03 Jayson's Background in Private Markets04:57 Evolution of Insurance Companies in Private Markets06:37 Symbiotic Relationship Between GPs and Insurers08:40 Understanding Liquidity and Illiquidity11:19 Diligencing Private Markets Managers13:25 Balancing Scale and Performance14:09 Boots on the Ground: Sourcing Edge14:42 Evolution of Alternative Asset Managers14:53 Lincoln's Unique Position in the Market19:32 Strategic Partnerships with Bain and Partners Group20:03 The Value of Distribution Relationships22:14 The Democratization of Alternative Investments22:49 The Intersection of Private Markets, Wealth, and Insurance23:10 Approaching Private Markets with the General Account24:18 Launching Strategies with Bain and Partners Group24:50 Incubating New Strategies for Retail Consumers25:16 Building a Customized Investment Strategy25:45 Designing Purposeful Investment Funds26:00 Ensuring Accessibility and Proper Wrappers26:08 Liquidity and Product Matching26:15 Seeding Strategies with the General Account26:58 One Lincoln Approach27:12 Finding Opportunities in the Seams27:46 Balancing General Account and Distribution Needs28:07 Product Innovation in the Wealth Channel28:53 Healthy Tension in Product Design31:51 Importance of Asset Liability Management33:05 Educating the Distribution Team34:47 Training Modules for Wholesalers36:28 Boots on the Ground: The Power of Relationships37:45 Simplifying Complex Products40:44 Democratizing Alternative Investments41:10 Straddling Institutional and Individual Mindsets41:35 Integrating Private Markets into Retirement Products43:13 Future of Private Markets in Retirement Portfolios43:57 Product Innovation and Technology45:15 Private Markets in Insurance Products47:16 Focus on Private Credit49:38 Risks in Private Credit50:29 Excitement for the Future of Private Markets51:01 Conclusion and Final Thoughts Disclosure from Lincoln Financial Registration statements for each of the evergreen funds have been filed with the Securities and Exchange Commission and are available from the EDGAR database on the SEC's website (www.sec.gov). The information in the registration statements is not complete and may be changed. The securities of neither fund may be sold until its registration statement is effective. An investor should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information about each fund will be contained in the fund's final prospectus, which investors should read carefully when available from t...
Fred started Cosmetic Solutions.com online store in 1996 and was one of the first third party sellers in Beauty on Amazon starting in 2003. Cosmetic Solutions is on the gorilla list of Biggest All Time Amazon Sellers in the top 260. Cosmetic Solutions' first 10 years were dedicated to selling everything at one time boasting over 100,000 sku's and offering everything from professional beauty and what you would find at your local drugstores. Now as the business on Amazon has evolved Cosmetic Solutions is dedicated to selling its Brands as the authorized reseller and brands rights holder like skin care brand Dermactin and hair care brand Difeel and nail care brand Barielle.> Here's a glimpse of what you would learn…. Challenges of counterfeiting on Amazon and brand protection strategies.The evolution of selling on Amazon and adapting to marketplace changes.Importance of innovation and product development for competitiveness.Strategies for maintaining healthy profit margins amidst rising costs.Role of customer service in identifying product issues and enhancing satisfaction.Necessity of monitoring key performance metrics for business success.Building strong customer relationships to inform product offerings.Importance of delegation and team building for business growth.Navigating unexpected challenges in the e-commerce landscape.The significance of having a clear vision for business direction and growth.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Fred Adler, founder of Cosmetic Solutions and a seasoned Amazon seller with over two decades of experience. Fred shares invaluable insights on tackling counterfeiting, maintaining competitiveness, and leveraging customer service for product development. He emphasizes the importance of a robust distribution strategy, constant innovation, and attentive customer service to stay ahead in Amazon's dynamic marketplace. The episode concludes with actionable takeaways on protecting profit margins, optimizing operations, and engaging with customer feedback to drive business growth.Here are the 3 action items that Josh identified from this episode:1. Proactively Monitor and Protect Your Listings from CounterfeitsRegularly check your product listings for inaccuracies, such as image swaps or unauthorized changes, to prevent sales loss.Implement unique SKUs for different sales channels (Amazon, retail, DTC) to help distinguish your authentic products from counterfeit ones.Consider working with legal experts to safeguard your brand against counterfeiters and unauthorized resellers.2. Optimize Operational Costs to Protect Profit MarginsTrack daily metrics, including FBA fees, cost of goods sold (COGS), and overhead costs, to identify areas for optimization.Work directly with shipping carriers and explore alternative fulfillment strategies to reduce logistics expenses.Conduct regular audits of product classifications and Amazon's warehousing fees to avoid unexpected financial losses3. Leverage Customer Insights for Product Innovation and Service ImprovementActively engage with customer feedback to identify pain points and improve product offerings before issues escalate.Use customer input to develop new product variations or features that competitors may overlook.Advocate for better direct communication tools on Amazon to enhance customer service and build brand loyalty.Resources mentioned in this episode:Ecomm BreakthroughAmazon TransparencyProject ZeroEdison IPAmazonShopifyMeta AdsAmazon FBA (Fulfillment by Amazon)Snow CrashMoby Dick by Herman MelvilleL'OrealAlex Ramos's PodcastChatGPTSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00 Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Aaron Cordovez, and Michael E Gerber, author of the E-myth. Today I am speaking with Fred Adler, and we're going to be talking about the three biggest lessons that he has learned after selling on Amazon...
What are the secrets of transformative product leadership? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Checkr Chief Product Officer Ilan Frank will be speaking on driving customer value through innovative product strategies. Ilan shares his 28-year journey from engineer to product leader, revealing how companies can balance rapid innovation with meaningful customer solutions.
Product innovation in banking faces significant challenges, including legacy systems, regulatory constraints, risk aversion, and the need to balance digital transformation with traditional services. In this episode of Banking Transformed, we explore the dynamic landscape of banking product management with Puneet Chhahira, VP and Head of Product Management and Marketing at Infosys Finacle. Our conversation reveals how financial products are evolving beyond traditional services to meet changing customer expectations and technological possibilities. Puneet shares valuable insights on how banks can foster innovation cultures, accelerate digital transformation, and effectively implement AI technologies to enhance both product development and customer experiences. We also discuss the critical role leadership plays in driving these changes and how banks can balance technological advancement with human-centered design principles.
Lex chats with Avlok Kohli - the CEO of AngelList, about the company's significant evolution. Initially a platform for startups to connect with venture capitalists, AngelList has transformed into a comprehensive fintech entity encompassing private equity and cryptocurrency. Avlok discusses the strategic pivots, including the introduction of syndicates and rolling funds, that have redefined the company's business model. The episode also explores the broader implications of crowdfunding and the unique challenges in the crypto space, offering a deep dive into AngelList's impact on the financial services industry. Notable discussion points: 1. AngelList's Second Founding: Reinvention as a Fintech Platform: Since 2019, AngelList has transformed from a mixed-use startup platform into a focused fintech infrastructure business for fund managers. Avlok Kohli spun out the syndicates arm and built a scalable product offering that includes SPVs, venture funds, and innovative structures like Rolling Funds and Roll Up Vehicles. This pivot catalyzed explosive growth—from ~$1B in AUM in 2019 to $171B+ today—by enabling fund creation and deployment at scale. 2. Product Innovation as a Strategic Advantage: Instead of competing with well-capitalized incumbents like Carta on sales and marketing, AngelList focused on building category-defining products. The launch of Rolling Funds—allowing fund managers to raise publicly and continuously—was a breakout moment. It created viral word-of-mouth growth and redefined how emerging fund managers could access capital, illustrating the principle: “You can't win by playing someone else's game.” 3. AI and the Future of Private Markets Infrastructure: AngelList is embedding AI across three strategic layers: (1) Back-office automation, replacing manual workflows, (2) Customer service enhancement, enabling agents to respond to LPs with real-time data, and (3) Data reasoning products, like Fin, which analyzes anonymized fund and secondary data to deliver actionable private market insightsThis positions AngelList not only as an admin platform but as a data intelligence layer over the private capital markets. MENTIONED IN THE CONVERSATION Topics: Fintech, Web3, Venture, VC, Venture capital, private markets, fundraising, crowdfunding, crypto, web3, AI, Angellist, Coinlist, Carta, Gumroad ABOUT THE FINTECH BLUEPRINT
Can you truly create breakthrough innovations with a systematic approach? In this podcast hosted by VNS Health Product Director Mark Bailes, Strategyn Founder & CEO Tony Ulwick speaks on making product innovation predictable. Tony shares his groundbreaking Jobs to Be Done theory and reveals how companies can increase their innovation success rate by understanding customer needs at a deeper level.
Stephen Dubner, live on stage, mixes it up with outbound mayor London Breed, and asks economists whether A.I. can be “human-centered” and if Tang is a gateway drug. SOURCES:London Breed, former mayor of San Francisco.Erik Brynjolfsson, professor of economics at Stanford UniversityKoleman Strumpf, professor of economics at Wake Forest University RESOURCES:"SF crime rate at lowest point in more than 20 years, mayor says," by George Kelly (The San Francisco Standard, 2025)"How the Trump Whale and Prediction Markets Beat the Pollsters in 2024," by Niall Ferguson and Manny Rincon-Cruz (Wall Street Journal, 2024)"Artificial Intelligence, Scientific Discovery, and Product Innovation," by Aidan Toner-Rodgers (MIT Department of Economics, 2024) EXTRAS:"Why Are Cities (Still) So Expensive?" by Freakonomics Radio (2020)