Podcasts about quantitative analytics

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Best podcasts about quantitative analytics

Latest podcast episodes about quantitative analytics

Artificial Intelligence in Industry with Daniel Faggella
How Financial Services Are Building Safer Customer-Facing AI - with Akhil Khunger of Barclays

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later May 12, 2025 19:35


Today's guest is Akhil Khunger, VP in Quantitative Analytics at Barclays. Akhil returns to the program to discuss the evolving role of customer-facing AI in financial services and how financial institutions are embedding safety and security measures directly into client-facing systems. He delves into the risks financial services face, such as prompt injection and model jailbreaking, and how firms are balancing user experience with necessary guardrails. Later, he and Emerj Managing Editor Matthew DeMello explore the challenges of building transparent, trustworthy, and resilient AI systems for the next generation of financial services, especially in light of growing regulatory expectations. This episode is sponsored by ActiveFence. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on Emerj's flagship ‘AI in Business' podcast!

Artificial Intelligence in Industry with Daniel Faggella
How Financial Services Are Balancing Automation and Flexibility - with Akhil Khunger of Barclays

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later May 5, 2025 20:58


Today's guest is Akhil Khunger, VP of Quantitative Analytics at Barclays. Akhil joins us to explore how financial institutions are modernizing stress testing, risk modeling, and strategic planning through AI. Throughout the episode, Akhil discusses the evolving architecture of financial models — specifically how modular, decoupled processes can speed up regulatory compliance and empower faster decision-making. He outlines how AI-powered code generation and user-friendly APIs are enabling more targeted scenario analysis without compromising performance across large, complex portfolios. Later, we highlight how global teams are leveraging AI to reduce dependency on legacy tech stacks and streamline business planning across jurisdictions. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! This episode is sponsored by Automation Anywhere. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

#Hashtags, The Gartner Marketing & Communications Podcast
Pushing Your AI Sprint to a Marathon

#Hashtags, The Gartner Marketing & Communications Podcast

Play Episode Listen Later Mar 5, 2025 46:08


In this episode of #Hashtags, Gartner VP Analyst Nicole Greene, and Quantitative Analytics and Data Science Advanced Analytics Director Alexandra Bellis use new data to discuss how CMOs and CCOs can effectively move to a more strategic implementation of AI in order to drive growth and navigate reputation management. They explore the disconnect between widespread AI spending and measurable benefits, why productivity gains are uneven, and the importance of culture for AI adoption. This episode is a must-listen for any business leader looking to harness the potential of AI while mitigating its risks across strategic planning horizons.Nicole Greene is a VP Analyst for Gartner for Marketers who analyzes marketing strategy, trends and practices with an emphasis on artificial intelligence, content marketing and digital experience. Nicole's cross-functional work on AI helps Gartner clients who are preparing their organizations for disruption.Alexandra Bellis, Ph.D. is a director of quantitative analytics and data science on the Gartner for Marketing Leaders' Quantitative Innovation Advanced Analytics team, with expertise in survey data collection and analysis.

The Customer Success Playbook
CSP S3 E17 - Eleni Vorvis - Product Adoption Monitoring

The Customer Success Playbook

Play Episode Listen Later Feb 12, 2025 12:09 Transcription Available


Send us a textThis episode dives deep into the intricate relationship between product adoption monitoring and customer success. Eleni Vorvis, a seasoned customer success professional, shares her expertise on implementing effective monitoring strategies and establishing robust feedback loops with product management teams. The discussion explores both quantitative and qualitative approaches to tracking adoption, emphasizing the importance of cross-functional collaboration and clear communication channels.Detailed AnalysisThe episode presents a comprehensive framework for monitoring product adoption and managing product feedback, highlighting several key strategic elements:Strategic Approach to Adoption MonitoringThe discussion emphasizes the critical importance of a unified approach to monitoring product adoption. Rather than siloing this responsibility, organizations should foster collaboration between teams and establish clear ownership of monitoring processes. This includes leveraging various tools such as in-app analytics, Pendo, and BI tools to gather comprehensive usage data.Data Collection and AnalysisA dual approach to data collection emerges as a best practice:Quantitative metrics: Tracking user login frequency, feature usage, and engagement patternsQualitative feedback: Gathering user experiences, challenges, and success stories through direct communication channelsCommunication Channels and ToolsThe episode outlines various methods for managing product feedback:Dedicated Slack channels for real-time feedback sharingRegular cross-functional huddles with product teamsJIRA integration for structured feedback managementCustomer portals for direct feature requests and votingProduct Development Process UnderstandingA key insight reveals the importance of CS teams understanding the product development lifecycle, including:Sprint duration and planningStory point allocationEpic creation and managementFeature prioritization criteriaEmerging Technology IntegrationThe discussion touches on the evolving role of AI in product adoption monitoring:Custom GPTs for data synthesisAI-powered BI tools for comprehensive customer insightsIn-app guidance systemsAgentic AI for user assistanceBest Practices for Customer CommunicationThe episode emphasizes transparent communication with customers regarding:Feature request processesRoadmap expectationsDevelopment timelinesPrioritization criteriaThis comprehensive approach to product adoption monitoring demonstrates the evolving nature of customer success and its crucial role in product development and customer satisfaction.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Flirting with Models
Giuseppe Paleologo - Multi-Manager Hedge Funds & Thinking Deeply About Simple Things (S7E11)

Flirting with Models

Play Episode Listen Later Sep 2, 2024 92:18


In this episode I chat with Giuseppe Paleologo – or Gappy as he likes to be called. Currently on garden leave, Gappy has previously worked in Risk & Quantitative Analytics at Citadel, as Head of Enterprise Risk at Millennium, and most recently as Head of Risk Management at HRT.We begin the conversation with a discussion as to what a quant researcher actually does at a multi-manager hedge fund. As a semi-support role to the fundamental PMs, Gappy explains how portfolio manager coverage, factor hedging, and internal alpha capture can all work together to help maximize firm P&L.We then discuss the broad field of factor research and portfolio construction, where Gappy shares some of his strongly held views, both on how factors should be constructed as well as how they should be utilized. Topics include returns versus characteristics, mixing versus integrating alpha signals, single- versus multi-period optimization, and linear- versus non-linear models.Please enjoy my conversation with Giuseppe Paleologo.

Crypto Hipster Podcast
Leveraging Distributed Ledger Technology to Create ESG Impact Initiatives that Facilitate Sustainability, Reliability and Integrity, with Andrew Forson @ The Hashgraph Association

Crypto Hipster Podcast

Play Episode Listen Later Sep 2, 2024 31:50


Andrew Forson is the Head of Ventures and Investments at The Hashgraph Association where he is responsible for working with portfolio companies to develop and execute strategic vision. Andrew leads capital raising for the Hashgraph Ventures Fund as well as structure instrument development. Andrew focuses on enabling SMEs, enterprises, and governments to leverage Hedera-powered solutions. Andrew is a Director of DeFi Technologies. In the past, Andrew was the Head of Quantitative Analytics and Risk at Empowa, and the Global Blockchain Business Lead at Joget. --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

RIMScast
A Menu of Risk Options with Elle Michell Hall

RIMScast

Play Episode Listen Later Nov 28, 2023 36:43


Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Lawanda “Elle Michell” Hall joins me today to share her accumulated knowledge as a risk professional in the corporate space and as a passionate risk entrepreneur. Elle had known from her days in high school math that she wanted to be a risk management professional. She explains how she navigated that path through her chosen major, her student affiliation with RIMS, and by taking a position in claims to experience risk management from the client's point of view. She shares some of her experiences in supply chain risk at Coca-Cola, and her plans for her company, Intelligent Intentions.   Having grown up in urban Atlanta, she is passionate about risk management in the community and for small businesses looking to participate in the supply chains of enterprise companies. Listen in for a passionate plea for improved education and communication around risk management for all companies.   Key Takeaways: [:01] About RIMScast. [:14] RISKWORLD 2024 will be held in sunny San Diego, California, from May 5th through May 8th. Booth and sponsorship sales are open. Member registration opens in November 2023. Public registration opens December 6th, 2023. Visit RIMS.org/riskworld for more information. [:33] About today's episode, a discussion of supply chain risks and professional development, with our guest, Lawanda Elle Michell Hall. [:54] The RIMS CRMP is the only competency-based risk management credential that matters because earning the certification shows employers and recruiters that you have the skills necessary to manage risk and create value for your organization. [1:13] Several Exam Prep virtual workshops are coming up, starting on December 13th and 14th with former RIMS president, Chris Mandel. On January 13th, 20th, and 27th, 2024, the RIMS-CRMP Exam Virtual Workshop will be presented in conjunction with Conrad Clark Nigeria. [1:38] The RIMS-CRMP-FED Exam Prep Virtual Workshop will be held on January 30th and February 1st. That's a two-day course. Visit the certification page on RIMS.org for more information. A link is on this episode's show notes. [1:55] RIMS is gearing up for awards season. At RISKWORLD 2024, we will honor individuals, organizations, and chapters for their outstanding achievements in risk management. If you know someone who is truly making an impact on the risk profession and paving the way for future generations, consider drafting a nomination! [2:14] The deadline to submit award nominations is Friday, January 5th, 2024. A link to the awards applications and guidelines page is in this episode's show notes. Go to RIMS.org's About Us page and see the awards link there. Nominations for Risk Manager of the Year have closed but there are other awards that might appeal to you or a friend. [2:42] Elle Michell Hall is the CEO of Intelligent Intentions. She is also very active with the Spencer Educational Foundation. She has a fascinating career that has dealt with enterprise risk management and supply chain, among others. Let's hear about what she's done and where she's going! Elle Michell Hall, welcome to RIMScast! [3:41] Elle is in the minority of people who joined the risk industry on purpose! She received a degree in risk management in insurance from Georgia State University. She had been inspired by a high school AP course called Decision Science; now it is called Quantitative Analytics. She was intrigued by the application of math in the world. [5:27] Quantitative analytics is now used across many businesses to make projections and set themselves up for success. [6:41] People were used to thinking of risk managers as the “parent” who would say “no,” so they were avoided at all costs until they absolutely had to ask. [7:31] Elle has a lot of creative energy to create solutions and not have to say “no.” She works with people to figure out how to get to a “yes,” in a sensible way aligned with the business objective. [7:56] Elle didn't see risk management entry-level positions available after graduation. Entry-level positions tend to be in underwriting, claims, or the brokerage world but not in corporate risk management. She joined RIMS in college. At a RIMS luncheon, George Miller of AIG asked her what she wanted to do when she graduated. [8:38] Elle wanted to be a risk manager but she didn't know where to start. George told her we're in this business because stuff happens and you need to figure out what that looks like when it happens, so I recommend that you start in claims. That will make you a more thoughtful risk manager on the front end as you're making coverage decisions. [9:00] George Miller gave her a phone number and told her that the AIG claims office was moving to Alpharetta, Georgia, a suburb of Atlanta. Elle said, great, and that's where she started. She learned to make decisions. GSU had given her minimum information about claims so she studied and achieved her AIC. AIG was her career boot camp. [9:39] In claims, you're dumped into the deep end, dealing with problems. People are upset. Her territory was New York and she had New York attorneys calling her names all day, every day. She learned not to take things personally. She learned to manage a matter to completion. It was a beautiful beginning to her career in risk management. [10:27] Elle grew up in Atlanta in the shadow of Coca-Cola. When she started at Coca-Cola, Elle was a little starstruck and nostalgic. Her previous position had been at Earthlink, where there were two risk managers who did everything. At Coca-Cola, there was a team of 12 to 15 people and the work was divided between them. [12:24] Coca-Cola is crucial to the economy of Atlanta. A lot of native Atlantans work for Coke. Working there feels safe like you're a part of Atlanta. You have an impact on your city and you're able to do good work. [13:14] Elle finds supply chain risk fascinating. She learns a lot about how culture impacts perception. People have different perspectives on the same risk, based on their cultural references. Elle learned how different types of products cross the borders of different countries. Border Patrols must respect Coke's quality standards and seals. [15:06] Some ingredients, such as Stevia, may appear to be something else. There have been colorful conversations around legalities and culture, the way things move, and the time in which they move, making sure that as things change hands, the insurance is in place and things are moving. There are difficult conversations. [15:34] Elle recalls fun times. She was the risk point of contact when the FIFA trophy was touring in 2014. She toured the plane that took it to all the different cities. She got reports from each stop, making sure the trophy was safe. It was like a tour around the world, over 100 stops, without leaving her office. The trophy traveled in luxury! [17:20] RIMS plug time! Upcoming Virtual Workshops: Visit RIMS.org/virtualworkshops to see the full calendar. December 7th starts the three-part course, Leveraging Data and Analytics for Continuous Risk Management, which will be led by our friend Pat Saporito. [17:42] Fundamentals of Insurance returns on December 12th and 13th. It will be led by our good friend Gail Kyomura. Information about these workshops and others is on the RIMS Virtual Workshops page. Check it out and register! [17:57] On December 1st at 5:00 p.m. India Standard Time, Prudent Insurance Brokers Private Ltd. returns to discuss Business Interruption. On December 7, 2023, our friends at TÜV SÜD GRC return to discuss Engineering Resilience: Strategies for Preventing Machinery Breakdown. [18:18] On December 12th, Prepare Yourself for the New Generation of Risk with Riskonnect. On December 14th, Aon will be Addressing Today's Risks While Preparing for the Risks of Tomorrow. [18:31] On January 4th, RIMS's Public Policy Committee will explore Nevada's “Defense Within The Limits” Ban. On January 16th, RIMS will present How Risk Managers Can Combat Human Trafficking In 2024. Justin will host that session and will be joined by three expert panelists. He is looking forward to reaching you all with this session. [18:53] Visit RIMS.org/Webinars to learn more about these webinars and to register! Links are in the show notes. Webinar registration is complimentary for RIMS members. [19:16] Elle sees a disconnect in understanding and communication around risk management and insurance. She's had to say no a few times to external parties that wanted to do business but were not risk-responsible. Elle mentions some of the risks small suppliers don't consider when they want to be part of a billion-dollar supply chain. [21:07] Elle uses the example of bottle caps. If you supply the bottle caps, but you don't show up with them, the entire operation is shut down. There is a lot that goes into the decision of who will supply the bottle caps. Every little piece matters in the big picture of keeping things moving. A tiny company can cause a multi-million-dollar shutdown. [21:53] With joint and several liability, Coke is at risk for that loss. Small companies don't understand their risk imprint and big companies don't do a good job of explaining it. They just analyze it and say no, we can't do it. In the world of supply chain, many challenges come from the lack of communication and education in risk management. [23:44] In business incubators, small companies are told about CPAs, lawyers, and putting their finances in order. No one tells them about risk managers or understanding what their risks are. How do they make sure they are not a risk but a risk partner to the organization they want to help? [24:16] That conversation is not happening and it needs to happen. Smaller companies need to be educated on the discipline of risk management. Elle is passionate about the risk profession. She is also passionate about community and she is a natural educator. [24:59] Manage your risk! Make sure that you're not having an adverse impact on the companies you are doing business with or the people in your community! [25:07] A big part of Elle leaving the corporate space and becoming an entrepreneur was driven by her wanting to serve her community. There aren't people in the community teaching small businesses about risk management or even that they need to know these things. [25:25] Elle thinks it's important to give some plain language about what risk management is. Small companies get RFPs, contracts, and jargon without knowing what they mean. Elle grew up in a very urban area and she fully understands risk management. She can translate the concepts for small businesses to grasp quickly. [26:24] Being able to apply her knowledge and do something with it is very meaningful to Elle. She always wants to know what she can do with this knowledge. She doesn't want just “brain decoration.” [27:18] Elle says the biggest thing is to make sure that the data your business depends on is solid and that you understand how to adjust it for real-time because it is built on historical data. Things are changing a whole lot faster than they have before. Use your data but watch for trends as they come on social media so you can prepare properly. [28:53] Elle has always taken young people under her wing to mentor and help. She would sit with new members of the team, explain jargon to them, and help amplify their success and the success of the organization and the team. [29:30] Elle got an opportunity with Georgia State University and Spencer Educational Foundation to create a Professional Development Academy for first-generation college risk management and insurance majors. The Academy will address opportunities and drill down to amplify all that is learned in the degree program. [30:28] Elle is working with a professor at Georgia State University to create the Academy. It will open in January 2024. The announcement will come out soon on the Georgia State University Maurice Greenberg Risk Sciences web page. [32:52] The Professional Development Academy will focus on the day-to-day experience of the profession with a menu of detailed career descriptions and access to people who have done it, to make informed choices. A link is on this episode's show notes. [33:45] Justin hopes to see Elle at RISKWORLD 2024 in San Diego in May! [33:58] Special thanks to Elle Michell Hall. For more information about the program that we referenced in conjunction with the Spencer Educational Foundation, visit spencered.org/general-grants. The link is also in this episode's show notes. [34:17] Go to the App Store and download the RIMS App. This is a special members-only benefit. Everybody loves the RIMS App! [34:41] You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in our show notes. RIMScast has a global audience of risk professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate! Contact pd@rims.org for more information. [35:23] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. The RIMS app is available only for RIMS members! You can find it in the App Store. [35:46] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [36:01] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com and in print, and check out the blog at RiskManagementMonitor.com. Justin Smulison is Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [36:22] Thank you for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Mentioned in this Episode: RISKWORLD 2024 — San Diego, CA | May 5–8, 2024 RIMS RISKWORLD Award Nominations — Jan. 5, 2024 is the deadline to submit! RIMS-Certified Risk Management Professional (RIMS-CRMP) NEW FOR MEMBERS! RIMS Mobile App Spencer Educational Foundation — Grants Page  Giving Tuesday for Spencer (Nov 28) Embrace The Unknown: Unleashing the Power of Risk | Hosted Live & In-Person by RIMS NZ & PI | Feb. 12, 2024 Dan Kugler Risk Manager on Campus Grant RIMS Risk Management Magazine: ERM Special Edition 2023 RIMS Webinars: Business Interruption | Sponsored by Prudent Insurance Brokers Ltd. | Dec. 1, 2023 Engineering Resilience: Strategies for Preventing Machinery Breakdown | Sponsored by TÜV SÜD | Dec. 7, 2023 Prepare Yourself for the New Generation of Risk | Sponsored by Riskonnect | Dec. 12, 2023 Addressing Today's Risks While Preparing for Tomorrow | Sponsored by Aon | Dec. 14, 2023 Nevada's “Defense Within The Limits” Ban Explored | Presented by RIMS Public Policy Committee | Jan. 4, 2024 How Risk Managers Can Combat Human Trafficking In 2024 | Presented by RIMS | Jan. 16, 2024 RIMS.org/Webinars Upcoming Virtual Workshops: Leveraging Data and Analytics for Continuous Risk Management | Dec 7 Fundamentals of Insurance | Dec 12 See the full calendar of RIMS Virtual Workshops All RIMS-CRMP Prep Workshops — Including Chris Mandel's Dec 13–14 Course Related RIMScast Episodes: Risk Management Education with David Cisneros Celebrating #SpencerDay and Funding the Future of Risk Management Risk and Compliance Tips for Importers and Exporters in 2022 Navigating Shipping Risks in 2022 with Capt. Rahul Khanna Sponsored RIMScast Episodes: Cyclone Season: Proactive Preparation for Loss Minimization | Sponsored by Prudent Insurance Brokers Ltd. (New!) “Subrogation and the Competitive Advantage” | Sponsored by Fleet Response “Cyberrisk Outlook 2023” | Sponsored by Alliant “Chemical Industry: How To Succeed Amid Emerging Risks and a Challenging Market” | Sponsored by TÜV SÜD “Insuring the Future of the Environment” | Sponsored by AXA XL “Insights into the Gig Economy and its Contractors” | Sponsored by Zurich “The Importance of Disaster Planning Relationships” | Sponsored by ServiceMaster “Technology, Media and Telecom Solutions in 2023” | Sponsored by Allianz “Analytics in Action” | Sponsored by Alliant “Captive Market Outlook and Industry Insights” | Sponsored by AXA XL “Using M&A Insurance: The How and Why” | Sponsored by Prudent Insurance Brokers Ltd. “Zurich's Construction Sustainability Outlook for 2023” “ESG Through the Risk Lens” | Sponsored by Riskonnect “A Look at the Cyber Insurance Market” | Sponsored by AXA XL   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars Risk Management Magazine Risk Management Monitor RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories — New interview featuring Chris Mandel! Spencer Educational Foundation RIMS DEI Council   RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play RIMS Buyers Guide Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org and listen on Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest   Elle Michell Hall Lawanda “Elle Michell” Hall's professional career spans more than 20 years, serving in progressive Risk Management and insurance roles. Elle's rich life & career experiences coupled with her love for serving people and adroit problem-solving skills are the perfect ingredients for a thoughtful and impactful life coach. She blends innate creativity, natural inquisitiveness, and analytical acumen to guide her clients through various life and career transitions. As the Founder and CEO of Intelligent Intentions LLC, Elle is an award-winning, nationally sought-after life & career coach, consultant, thought leader, trainer, and speaker. Her coaching style exists, at the intersection of business savvy and edgy urban intellectual. Elle has a way with words and an engaging presence that perfectly packages her messages which are laced with intelligence, intention, and integrity. A native and current resident of Atlanta, GA; Elle earned a B.B.A. (Major: Risk Management & Insurance) and studied for an MBA at Georgia State University. She also received a Life Coaching Certificate from the National Coaching Society. Elle is a passionate advocate for foster children and a faithful supporter of the arts. Intelligentintentions.com Georgia State University Maurice R. Greenberg School of Risk Science    Tweetables (Edited For Social Media Use): Lots of folks are in the risk industry who kind of fell into it. I am in the minority of people who did it on purpose! — Lawanda “Elle Michell” Hall   I have a lot of creative energy to create solutions and not have to say “no.” Let's work together and figure out how we can get to a “yes,” in a way that makes sense and is aligned with our business objectives. — Elle Michell Hall   The biggest thing is to make sure that the data your business depends on is solid and that you understand that you're adjusting it for real-time because it is built on historical data. Things are changing a whole lot faster than they have before. — Elle Michell Hall

Stupid Wise Girl
Episode 101: How To Be 1 of 1 With The Most Influential Man Michael Giuliano

Stupid Wise Girl

Play Episode Listen Later Sep 27, 2023 44:10


Michael Giuliano is an American entrepreneur and scholar that has independently designed, developed, patented, and commercialized products in excess of $2,000,000,000 USD.He has a mastery level in the areas of Business Intelligence, Predictive Analytics, Artificial Intelligence, Organizational Change, Corporate Alignment, Data Science, Quantitative Analytics, Machine Learning, AntiGravitics, and Neural Networks. An active board member and volunteer at several top rated Engineering and Business Schools.  He currently serves as a paid Chairman of the Board for several of the top echelon leadership organizations including Special Forces, Cyber, Tactical, and Corporations.Michael started his career at tech-giant Intel® as a microchip manufacturing engineer earning distinct Engineering honors spanning some of the highest-profile product launches on record in the digital and mobility spaces (including X-Box®, Apple®, Xeon®,and Pentium4®) and served as Intel's First Lean Content Expert at their Flagship Plant.Clients and collaborators include the global "who's who" of brands including: Intel, Apple, Google, Amazon, Microsoft, Disney, Coca-Cola, Altria, Procter & Gamble, Unilever, Louis Vuitton, McDonald's, Toyota, Honda, Nike, Cisco, SAP, Oracle, Verizon, GE, Budweiser, IBM, Mercedes-Benz, BMW, American Express, L'Oréal, Gucci, Hermès, General Motors, Nestles, Home Depot, Starbucks, Sony, FedEx, UPS, YellowRoadway, AmerisourceBergen, ClevelandClinic, Stryker, Medtronic, and more.Michael is most recognized as the US Patent & Trademark Owner of certifiedlean®, he has led and trained thousands globally in Lean, Product Development, Rapid Prototyping, and Hoshin Kanri spanning nearly every industry, discipline, and profession.  In 2014, he proudly donated his “certified-lean®" mark to Ohio University, which has been formally incorporated into the Industrial and Systems Engineering Undergraduate and Graduate Degrees as well as professional online certifications across the globe.Listen to this episode to hear what it takes to have a disciplined mindset and be able to stay focused and become unstoppable.Follow Michael on Instagram Support the showFollow Jackie Minsky on Instagram Send a message and let Jackie know what you love, what you want more of on the show

Honest Money
The Quantitative Investor: How Data Science is Reshaping Financial Decision-Making

Honest Money

Play Episode Listen Later May 13, 2023 15:44


Today we speak about data science and how it's impacting the financial industry. Warren Ingram and Zubair Patel, Co-Head of Data Science & Quantitative Analytics at Prescient, run through how data science is being incorporated into investing, how this affects asset managers and financial planners, the different layers of AI and more. Questions/ Topics:What is data science? How it helps consumers in retailThe value-add in data science How does data science work in investments Data science vs asset managers; how would this work?The layers of artificial intelligence What does data science look like for investors and financial planners? Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Flex Your Voice
Leaving on the Lipstick with Jenna Lieberum

Flex Your Voice

Play Episode Listen Later Jun 21, 2022 51:27


Are you ready to become the girl boss you were always meant to be ? Once you listen to this episode, you will be ready to take on that next business deal, interview, and so much more. This week, we have Jenna Lieberum who is a Director of Data and Business Intelligence. She obtained her MBA in Quantitative Analytics and has been paving the way for women in tech ever since. Jenna is part of a male dominated field and she intends to create a pathway for all marginalized individuals to feel welcome and accepted in tech and business. She gives us an inside look at how being a woman has influenced her decisions at work and how she has committed to stay true to herself no matter the circumstance. She is an inspiration to everyone as she continues to break all the glass ceilings with grace and kindness. Being the classy business woman she is, you can find her on LinkedIn to connect and chat about the future of women in business and tech! We are supported by Flow Formulas, our official sports drink mix of the 2022 season! Use code "flexyourvoice30” for 30% off your first order and code "flexyourvoice10" for 10% off your continuing orders. Find out how Flow can fuel your next run, visit https://flowformulas.com/ to learn more. We are supported by our friends For The Run, the best running apparel you will ever own! Good luck not buying everything you see when you visit https://www.forthe.run/ and dont forget to use code “flexyourvoice: for 10% your order. DM us on Instagram to show off your new swag and let us know what you think! Song Credits: MAYOWA- Listen on Spotify and Instagram @mayowa

Sales Masters Podcast
Trailer for #08 Sales and Business Excellence with Michael Giuliano

Sales Masters Podcast

Play Episode Listen Later Jan 16, 2022 0:38


Michael is frequently requested by name for his results with Fortune 500's Elite and Private Equity (including 40 of the Fortune 100). An entrepreneur, he has successfully designed, developed, patented, and commercialized products in excess of $2B. Direct P&L experience up to $11B. A mastery level in the areas of Business Intelligence, Organizational Change, Corporate Alignment, Data Science, Quantitative Analytics, Machine Learning, AntiGravitics, and Neural Networks. An active board member and volunteer at several top-rated Engineering and Business Schools.He started his career at tech-giant Intel® earning distinct Engineering honors spanning some of the highest-profile product launches on record in the digital and mobility spaces (including X-Box®, Apple®, Xeon®,and Pentium4®) and served as Intel's First Lean Content Expert at their Flagship Plant.Michael is most recognized as the US Patent & Trademark Owner of certifiedlean®, he has led and trained thousands globally in Lean, Product Development, 3P, & Hoshin Kanri spanning nearly every industry, discipline, and profession. In 2014, he proudly donated his “certifiedlean®" mark to Ohio University.Connect with Michael GiulianoLike this show? Please leave us a review here. Follow us on our social media accounts: website: www.lesleyathomas.comLinkedIn: www.linkedin.com/in/lesley-thomasInstagram: www.instagram/en/lesleythomascoachingFor Female Entrepreneurs: https://www.facebook.com/groups/thefinancialfreedomcollective Sign up for access to FREE RESOURCE: https://lesleyathomas.com/lets-talk-money/ See acast.com/privacy for privacy and opt-out information.

Sales Masters Podcast
#08 Sales and Business Excellence with Michael Giuliano

Sales Masters Podcast

Play Episode Listen Later Jan 16, 2022 47:32


Michael is frequently requested by name for his results with Fortune 500's Elite and Private Equity (including 40 of the Fortune 100). An entrepreneur, he has successfully designed, developed, patented, and commercialized products in excess of $2B. Direct P&L experience up to $11B. A mastery level in the areas of Business Intelligence, Organizational Change, Corporate Alignment, Data Science, Quantitative Analytics, Machine Learning, AntiGravitics, and Neural Networks. An active board member and volunteer at several top-rated Engineering and Business Schools.He started his career at tech-giant Intel® earning distinct Engineering honors spanning some of the highest-profile product launches on record in the digital and mobility spaces (including X-Box®, Apple®, Xeon®,and Pentium4®) and served as Intel's First Lean Content Expert at their Flagship Plant.Michael is most recognized as the US Patent & Trademark Owner of certifiedlean®, he has led and trained thousands globally in Lean, Product Development, 3P, & Hoshin Kanri spanning nearly every industry, discipline, and profession. In 2014, he proudly donated his “certifiedlean®" mark to Ohio University.Connect with Michael GiulianoLike this show? Please leave us a review here. Follow us on our social media accounts: website: www.lesleyathomas.comLinkedIn: www.linkedin.com/in/lesley-thomasInstagram: www.instagram/en/lesleythomascoachingFor Female Entrepreneurs: https://www.facebook.com/groups/thefinancialfreedomcollective Sign up for access to FREE RESOURCE: https://lesleyathomas.com/lets-talk-money/ See acast.com/privacy for privacy and opt-out information.

The HC Insider Podcast
Power Purchase Agreements: reassessing the risks behind renewable power's growth engine with Werner Trabesinger

The HC Insider Podcast

Play Episode Listen Later Jan 12, 2022 51:01


PPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a whole slate of new developers to create wind and solar farms across Europe and US. Everything worked well in a decade of low prices and low volatility. Then came 2021 and these long term PPAs created an existential risk to certain participants. Utilities have faced huge margin calls to manage their exposure to hedged PPAs warehoused on their balance sheets. What is the history of the PPA? What do the events of 2021 mean for the PPA going forwards? How will their structure and tenure change in response? And what will it do to the appetite of buyers and what will that mean for the renewable power industry? Our guest is Werner Trabesinger, Head of Quantitative Analytics at Pexapark, a software company enabling market players to sell, manage and buy renewable power. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

TECH TALKS with Lou
E006: Michael Giuliano on Engineering, Curiosity, Thinking and Taking Action

TECH TALKS with Lou

Play Episode Listen Later Dec 2, 2021 49:54


Michael Giuliano, epic interview. Takeaways: start thinking, take action. Listen to your customers, keep listening to your customers, build from the ground up with your heart and soul. Advice for anyone out there with a desire to build or create tech, or in fact, anyone delivering any product or service to a customer. Great things come from a spark of genius, that is feeling and intuition as well as a process driven mind. Topics:Engineering mindsetCuriosity on how things work5 Whys, SMART objectivesLego buildingProblem solvingTech growth and visionHardware & Software'Engines' that make things workThe simplicity of the electric motorKnowing how to get to your goalWhy do I care? | What's in it for me? | Why should I believe you? Business Roadmap to success Michael is frequently requested by name for his results with Fortune 500's Elite and Private Equity (including 40 of the Fortune 100). An entrepreneur, he has successfully designed, developed, patented, and commercialized products in excess of $2B (and the highest single price-point fully crowdfunded campaign to date). Direct P&L experience up to $11B. A mastery level in the areas of Business Intelligence, Organizational Change, Corporate Alignment, Data Science, Quantitative Analytics, Machine Learning and Neural Networks. An active board member and volunteer at several top rated Engineering and Business Schools. He started his career at tech-giant Intel® earning distinct Engineering honours spanning some of the highest-profile product launches on record in the digital and mobility spaces (including X-Box®, Apple®, Xeon®, and Pentium4®) and served as Intel's First Lean Content Expert at their Flagship Plant.Michael: https://www.linkedin.com/in/01of01/Lou: https://www.linkedin.com/in/louisetemlett/ https://www.instagram.com/loutemlett/ Nataliya Lloyd's Podcast - Beehive household Podcasthttps://podcasts.apple.com/gb/podcast/beehive-household-podcast/id1538726945 Watch the episodes on YouTube: soon https://www.youtube.com/channel/UCLmWDaeBzrl0ASmdNrIvIFATECH TALKS with Lou - email signup: https://techtalkswithlou.c.sanitydesk.com/signup MUSIC CREDIT:ARTIST: Maleki Ram | ALBUM: The Ghost at the End of the World | TRACK: The Rushhttps://music.apple.com/gb/album/the-rush/1098113666?i=1098113677 See acast.com/privacy for privacy and opt-out information.

Sports Bet University
TheWolfLIne.com Quantitative Analytics Picks via SBU for 12-1-2021

Sports Bet University

Play Episode Listen Later Dec 1, 2021 3:28


SportsBetUniversity.com teaches beginner and struggling sports bettors how to use the market analysis in sports betting to make money. Classes to learn are available now, make sure you also get your free trial at TheWolfLine.com to start using this tool to profit in your sports betting today! --- Send in a voice message: https://anchor.fm/sports-bet-university/message

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Sports Bet University
Quantitative Analytics Picks Using TheWolfLine.com! College Hoops Picks to Make Money Betting Sports

Sports Bet University

Play Episode Listen Later Nov 29, 2021 2:00


SportsBetUniversity.com helps beginner and struggling sports bettors learn how to bet like a sharp. You get the knowledge and tools to win money betting on sports. Get started today! Free trial of TheWolfLine.com --- Send in a voice message: https://anchor.fm/sports-bet-university/message

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Hacker Noon Podcast
Demystifying DeFi, DEXs, and AMMs with AllianceBlock Team

Hacker Noon Podcast

Play Episode Listen Later Nov 23, 2021 74:16


Joining Utsav from HackerNoon on this episode from AllianceBlock are Rachid Ajaja (CEO), Houman Falakshahi (CRO), and Matthieu Mariapragassam (Head of Quantitative Analytics).

Appraisal Buzzcast
Racial and Ethnic Valuation Gaps

Appraisal Buzzcast

Play Episode Listen Later Nov 10, 2021 19:01


In today's Buzzcast, we dive into the racial and ethnic gaps within the home purchase appraisal. Today we have Jim Morrison, VP of Marketing and Sales for Allterra Group, Scott Reuter, Chief Appraiser and Director of Valuation of Freddie Mac, and Vivian Li, Senior Manager of Quantitative Analytics of Freddie Mac. We'll be getting the inside scoop while they discuss the studies and data surrounding this hot button issue. How was the research conducted for this Freddie Mac study regarding this topic? In what ways are we applying what Freddie Mac has shared? How is this information beneficial to the future of appraising? These questions and much more will be answered as Jim, Scott, and Vivian have their discussion on this subject. Have any comments or would you like to submit content of your own? Become an Appraisal Buzz Forum Member and comment below or email comments@appraisalbuzz.com.

Life Sciences Leadership
Why Pharma's Commercial Strategy Must Center Around the Customer Experience

Life Sciences Leadership

Play Episode Listen Later Nov 3, 2021 18:24


Amanjeet Saluja is a Principal at Axtria with over 22 years of experience across analytics and management consulting. First, Aman speaks about why customer experience has become such a hot topic in the pharma industry. He defines what customer experience means within the context of pharma. If pharma executives invest in improving the customer experience, they can expect massive growth; Aman explains how. Tune in as we talk about the proper sequence of steps pharma executives must take to place the customer experience at the core of their commercial strategy.     IN THIS EPISODE: [02:45] Why the customer experience has become a hot industry topic.  [05:30] How Aman defines the customer experience within pharma in the context of selling drugs and devices.  [12:25] The results that executives can expect as they invest in improving the customer experience.  [13:45] The right sequence of steps pharma executives must take to bring customer experience to the core of their commercial strategy. [16:15] Takeaways from today's conversation with Aman.      KEY TAKEAWAYS: The companies that invest in premium customer experiences see about 1.8 to 2 times faster growth. Companies must focus on culture, leadership, commitment, and empowering their teams.  Driving the customer experience as a core element of a commercial strategy is critical. The top must drive the customer experiences and do so in a phased manner to ensure early experimentation and refinement.     LINKS MENTIONED: LinkedIn https://www.linkedin.com/in/amanjeetsaluja/   Axtria Insights Library https://www.axtria.com/axtria-research-hub-pharmaceutical-industry/      BIO: Aman is a Principal at Axtria with over 22 years of experience across analytics and management consulting. He has built and scaled multiple analytics practices across organizations' sales, marketing, and enterprise risk functions throughout his career. Recently, his focus area has been advanced analytics for healthcare and life science clients.   Aman has advised many pharma companies on various issues, including commercial strategy, customer-centric marketing, and artificial intelligence and machine learning (AI/ML)-based analytics. Currently, his thought leadership work focuses on new commercial and organizational models, harmonizing commercial processes globally, building over-arching ecosystems of omnichannel capabilities, driving premium customer experience levels, and industrializing analytics. His insights have appeared in Pharmaceutical Executive and multiple other media outlets.   Previously, Aman was President and Angel Investor at CoCubes Technologies Pvt. Ltd, an AI/ML-based online assessment and hiring platform. He was instrumental in scaling the organization five-fold and enabling the venture's successful exit via Aon Hewitt's acquisition. Before that, he was the Head of Quantitative Analytics at Ocwen Financial, where he developed and embedded next-gen analytical algorithms into multiple mortgage product lines. He is the original inventor of a US patent on an integrated approach to collections cycle optimization. Before Ocwen, he was one of the key leaders to build out and scale up analytics services practices at Inductis Inc. in the areas of risk, marketing, and operations analytics. The venture exited successfully via EXL Services' acquisition.   Aman earned his B.Tech from the Indian Institute of Technology Kharagpur and MBA from the Indian Institute of Management, Ahmedabad.

TRANPHONX PODCAST
Financial Quantitative Analytics & Astrophysics | Gianfranco Bino | TRANPHONX Podcasts #11

TRANPHONX PODCAST

Play Episode Listen Later Jan 20, 2021 47:36


In this video, I talk to my good friend and former colleague of mine Gianfranco Bino who was in my classes when I was at York University studying astrophysics. Franco and I worked on the same project together, in different wings of the research, and he has gone on to get his master's in Applied Mathematics at Western University. Franco is now currently finishing his Ph.D. in applied mathematics and has landed his dream job as a quantitative analyst at a bank in Toronto. In this podcast, I ask him about his work, his past, and how he got to where he is today. I try to keep the content as easy to consume as possible, so I'm hoping you all enjoy the video, and leave any questions for myself, or for Franco, in the comments below. @ 0:00 Introduction: Gianfranco Bino Ph.D. Applied Mathematics & Quantitative Analyst @ 1:05 Quantitative Analytics: Mathematical & Algorithmic Development for Financial Products @ 3:12 Fixed Income, High Yield High-Risk Bonds and Predictive Modelling @ 5:45 Risk Assessment: Parameters of The Model and How to Analyze Assessment @ 6:55 Markov Mixture Models: Credit Migration Using Markovian Statistics @ 8:53 Markov Chains & Brownian Motion: Stochastic Processes and Randomness @ 11:32 The Randomness of Financial Modelling: The Chaos in Economics and Financial Data @ 14:07 Predictive Error Mitigation: Reducing Risk & Credit Rating Formulation @ 18:16 Algorithmic Trading: Growth in The Sector Using New Techniques @ 21:08 History and Background: Motivation, Limiting Factors & Drive @ 22:46 The Schematics & Organization: Creating a Working Entity By Design @ 24:44 Astrophysics & Mathematics: How Studying The Universe Ties In @ 28:26 Prestellar & Protostellar Cores: A Research on Magnetization States @ 31:34 An Astrophysicists Interpretation: Alien Life & Pondering of The Universe @ 35:35 Predicting Volatility: Market Dynamics & The Computer Models @ 38:06 Human Predictive Intelligence & The Effects of Artificial Intelligence ( AI ) & Machine Learning @ 40:47 The Final Model of Predictive Analytics: Prospects of Developing An All in One Solution @ 46:45 Outro: Final Conclusions

Sports Bet University
Betting Market Report for college hoops! Learn what quantitative analytics tools you can use to win.

Sports Bet University

Play Episode Listen Later Dec 16, 2020 6:11


SBU helps beginner and struggling sports bettors learn how to effectively and professionally handicap sports to have higher success at making money! --- Send in a voice message: https://anchor.fm/sports-bet-university/message

The Dead Pixels Society podcast
Making Magic with Rob Mauldin and Candy Parks

The Dead Pixels Society podcast

Play Episode Listen Later Oct 16, 2020 33:46 Transcription Available


Gary Pageau of the Dead Pixels Society talks with Rob Mauldin and Candy Parks of the MagicMakers Group about company culture, serving customers, how COVID is impacting businesses of all kinds, and ways to adapt.Rob Mauldin, a founding partner of the MagicMakers Group, focuses on Business Transformation and Experience Development. He was a member of the Disney Cruise Line launch team and was a key executive in the Entertainment organization that led the transformation of Disney's consumer photography service, Disney PhotoPass, at Disney theme parks around the world. After a distinguished 21-year Disney career, Rob founded The MagicMakers® Group with partner and fellow Disney executive Cal Almaguer.Candy Parks specializes in  Consumer Research and Quantitative Analytics - "Measuring the Magic". She is an accomplished executive with nearly 30 years of experience, in the public, private, and non-profit sectors.MagicMakers Group is offering a Complimentary Live Webinar, ‘Untold Disney Customer Service Stories' on Thursday, Oct. 22 from 2:00-3:00 pm ET.  Expect great stories like the Disney Custodial Host seen ‘entertaining' the guests by drawing a picture of Goofy on the sidewalk using his mop and water.  How many times do you think this image was shared on social media?  Yes, their job was cleaning but their purpose was making people happy.  Those interested can register at www.MagicMakersGroup.com.Visual 1st Visual 1st is the premier global conference focused on the photo and video ecosystem. Mediaclip Mediaclip strives to continuously enhance the user experience while dramatically increasing revenue.Buzzsprout - Let's get your podcast launched! Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Effective Family Office Podcast
Quantitative Analytics Integrated With Qualitative Skills in the Single Family Office

Effective Family Office Podcast

Play Episode Listen Later Apr 7, 2020 23:58


In this episode of the Effective Family Office Podcast, host Angelo Robles offers his own insights on how quantitative analytics integrates with qualitative skills within a single-family office.

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The Bid
How to reduce investment bias

The Bid

Play Episode Listen Later Aug 12, 2019 26:02


A home goods store started selling a bread machine. When the bread machine first came out, sales were – perhaps unsurprisingly – slow. But then, they released a deluxe version that was 50% more expensive. Suddenly, the original started flying off the shelves.When it comes to money, our irrationalities – our biases – impact more than just our purchasing behavior. They also impact our investment decisions. On this episode of The Bid, Emily Haisley, Head of Behavioral Finance within Risk & Quantitative Analytics, discusses why understanding and tackling our biases can help us become smarter investors.This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. In the U.S., this material is intended for public distribution. In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund. No securities regulators in Latin America have confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx. ©2019 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Will the finance industry see retrenchments when technology takes over?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Apr 29, 2019 11:13


A third of job roles in the finance industry may be performed by fewer workers in the next three to five years, thanks to data analytics and automation. Are retrenchments iminent? What can employees do to stay relevant? Can you upgrade your skills without leaving your job, and what are your best options? Janice Tee, Quantitative Analytics & Data Science Consultant at Robert Walters Singapore and Mike Christie, Executive Director at Kaplan Singapore, share their insights.

Fintech Impact
RiXtrema with Yon Perullo (Founder)| EP7

Fintech Impact

Play Episode Listen Later Apr 10, 2018 38:18


Summary:In this 7th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Yon Perullo, the CEO of RiXtrema, a United States-based fintech that specializes in helping financial advisors build their practice and assist with the fiduciary responsibilities that they face in their practice.Show Notes:●01:01 – RiXtrema started in risk-management in the financial advisement space and evolved into many areas of fiduciary risk management.●01:32 –Yon began his career as a Director of Quantitative Analytics at FactSet and moved to managing hedge funds and mutual funds.●03:29 – Yon came to RiXtrema as an early adopter.●04:11 – RiXtrema created the Portfolio Crash Test for advisors to load their portfolios for their clients to get robust scenario testing.●10:48 – One of the tools that was developed out of the Portfolio Crash Test is called the IRA Fiduciary Optimizer.●13:40 –The 401kFiduciary Optimizer is another tool that RiXtrema developed that can, among other things help advisors prospect, to help for new customers.●18:10 – One of the big selling points behind RiXtrema’s fiduciary tools are that participants have potentially better outcomes at lower costs.●21:49 – The acquisition of Larkspur included their Planishere software that is a searchable, online database of qualified plans,●22:22 – The Executive Tab which is a list of the executives at the firm that you are trying to reach.●25:59 –The Annuity Optimizer allows advisors, or anybody, to compare an existing annuity and the cost of rolling into another annuity.●34:27 – Yon’s role currently is to pull the reigns back a little on development, and focus on integrating what they have already created, and leveraging it into other avenues.3 Key Points:1. RiXtrema provided the Portfolio Crash Test for advisors to load their portfolios for their clients to get strong scenario testing.2. RiXtrema’s acquisition of Larkspur included their Planishere software that is a searchable, online database of qualified plans.3. The Annuity Optimizer makes it possible for advisors to compare an existing annuity and the cost of rolling into another annuity.Tweetable Quotes:-“Clients want simplicity in the way their workflow happens.“ – Yon Perullo-“We just launched something in the two tools that we are calling the Executive Tab, which is a list of the executives at the firm that you are trying to reach.“ – Yon Perullo-“The paradox of choice: everybody wants to have all the options available to them.Then they are just going to default to whatever is easiest.“ – Jason Pereira.Resources Mentioned:●LinkedIn – Jason Pereira’s LinkedIn●Facebook – Jason Pereira’s Facebook●Woodgate Financial – Website for Woodgate Financial●RiXtrema– Website for RiXtrema See acast.com/privacy for privacy and opt-out information.

Business Trends: The Dean's Executive Leadership Series - Graziadio School of Business and Management Podcast

Video of Dennis Tito's presentation at Pepperdine University. Dennis Tito, discusses his experiences as CEO at Wilshire Associates, the field of quantitative analytics, and higlights some of the lessons learned throughout his successful career.

Business Trends: The Dean's Executive Leadership Series - Graziadio School of Business and Management Podcast

Video of Dennis Tito's presentation at Pepperdine University. Dennis Tito, discusses his experiences as CEO at Wilshire Associates, the field of quantitative analytics, and higlights some of the lessons learned throughout his successful career.

Business Trends: The Dean's Executive Leadership Series - Graziadio School of Business and Management Podcast

Dean Linda Livingstone interviews Dennis Tito, CEO of Wilshire Associates Incorporated and the first individual to pay to travel to space. Mr. Tito discusses his experiences with Wilshire Associates, the field of quantitative analytics, and space travel.

ceo university business education leadership space financial tito pepperdine dennis tito quantitative analytics wilshire associates
Business Trends: The Dean's Executive Leadership Series - Graziadio School of Business and Management Podcast

Dean Linda Livingstone interviews Dennis Tito, CEO of Wilshire Associates Incorporated and the first individual to pay to travel to space. Mr. Tito discusses his experiences with Wilshire Associates, the field of quantitative analytics, and space travel.

ceo university business education leadership space financial tito pepperdine dennis tito quantitative analytics wilshire associates