Podcasts about relationship manager

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss what to expect from upcoming jobs report, as well as how tariffs are affecting consumer spending and small businesses.

Join our expert trio:Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.  Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.  Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.00:01:29         Looking back at the events that shaped the markets 00:03:07         Market pendulum – swinging between fear and greed 00:08:25         Unravelling stock valuations through in-depth research 00:09:51         Rigorous investing approach vs. speculative seasonal trends 00:12:35         TDAM's investing philosophy: grounded in fundamental research   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Thought Leader Drew Lear, Senior Vice President and Relationship Manager at Associated Bank, is with Steve Grzanich this week and they start things off with how tariffs and the current state of the U.S. economy are challenging business owners, as well as discussing the potential impact to commercial business owners based on the proposed zoning changes in parts […]

The fourth and final episode that we recorded at Pay360, a conference and expo that brought the global payments conversation to London. Our guests were: 1/ Mike Elliff, Chief Revenue Officer and EMEA CEO, Chargebacks911 2/ Konstantin Vasilenko, Chief Business Development Officer and Co-Founder, Paybis 3/ David Bibby, Senior Manager, International Product Strategy, Discover Financial Services 4/ Robert Turner-Kerr, Relationship Manager, Digital Transactional Banking, iFast

On this episode of Farm Focus, Pennsylvania Farm Bureau sits down with Nationwide's Lacey Rowell, Relationship Manager for Nationwide's Land As Your Legacy® program, as she explains the program and some of its benefits. Nationwide specifically developed the Land As Your Legacy® program to help agribusiness owners develop a key framework to protect their family-owned business for generations to come. Their need for legacy planning services provides you with an opportunity to fill an important role in the farming and ranching communities you serve.

Leader 2 Leader Series:Join Chamber President and CEO, Susan Spears on a journey as she interviews some of the top community leaders in this series. Susan and her guests will share their insight and wisdom on making teams more effective, leveling up your communication skills, and building the courage to lead during difficult times. The Leader2Leader series is about making the most of it all —with insights, research, advice, practical tips, and expertise to help you become the leader you desire to be.Today's Guest: Paul Covill, Vice President Relationship Manager, Burke & Herbert Bank

Financial markets are perpetually in motion, influenced by a multitude of factors that pull investors in opposing directions – what we commonly refer to as bullish and bearish sentiments. Recently, the expectations of U.S. pro-business policies, the U.S. and Canadian monetary policy divergence shifts, and increased interest rate uncertainty have been influencing market movements. In such a volatile market environment, how do investors decide what may support their investment strategies?Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM), Trevor Cummings, CIMA, Vice President, ETF Distribution, Central Canada, TDAM, and Michael Formuziewich, CFA, Vice President, Retail Client Portfolio Management, TDAM, as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.1:08 Is another bull run in the cards for the U.S. equity market? 6:08 DeepSeek explained: an evolution in the artificial intelligence space 9:39 Is interest rate uncertainty sparking real interest in real assets? 14:04 How should investors think about currency risk in their portfolios? 20:27 The Ozempic effect: Will the pharma trend continue?  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, and guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, Relationship Manager at Snappy Kraken, and Cary Chaitoff, VP of Marketing at C2P, share their collective expertise on creating effective email campaigns that drive engagement and conversions. Learn why focusing on metrics like open rates might be steering you wrong, and how shifting to a long-term nurture mindset could transform your prospect conversion rates. From practical segmentation strategies to proven tactics for growing your email list, this in-depth discussion provides a clear framework for customizing your email marketing strategy.Resources:Email Marketing Platform: Snappy KrakenMarketing Agency for Financial Advisors: The Agency at C2PStatistics:Optimistic and positive subject lines consistently achieve higher open ratesPersonalized, segmented campaigns show significantly higher engagement rates than generic broadcasts

Hollie Taylor welcomes Andrew Croft, Communications and Relationship Manager for Open Doors Canada, to Good Company for an important conversation about the persecuted church and how you can support Christians around the world.See omnystudio.com/listener for privacy information.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the first U.S. jobs report of the year it’s potential impact, recent IRS business policy changes, and what to expect from commercial banking and financial services markets in 2025.

Andrew Duffen talks with Gareth Butler, Relationship Manager for the West Midlands - Aico.Tune in to hear about Gareth's journey into the industry - answers to some key questions circulating in the industry currently with regards to the regs and fire safety. Also Gareth touches upon some of the key products, and uses of products in the domestic setting.

On this episode of iGaming Daily, supported by Optimove, Fernando Noodt is joined by Ricardo Assis, Editor of SBC Noticias Brasil, and Isadora Marcante, SBC's Relationship Manager for Brazil, to delve into the latest from Brazil's newly launched sports betting and online gaming market.On the agenda are the regulatory challenges posed by the ongoing dispute between Rio De Janeiro's state regulator, Loterj, and the federal government, as well as the implications for the industry of the legal battle.The trio also discuss why industry stakeholders are concerned about the economic impact of the regulation decisions, why sponsorship deals for Brazilian sports teams are at risk due to these licensing issues and why marketing strategies for international operators must consider Brazil's evolving legal landscape.To read more about what was discussed in today's episode, click on the following links:- LOTERJ recorre de decisão de André Mendonça- https://sbcnoticias.com/br/andre-mendonca-restringe-atuacao-empresas-loterj/Host: Fernando NoodtGuests: Ricardo Assis & Isadora MarcanteProducer: James RossEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

In just a few hours time the regulated sports betting and online gaming market will officially open in Brazil.Ahead of this seismic moment, Fernando Noodt was joined on iGaming Daily, supported by Optimove, by Ricardo Assis, Editor of SBC Noticias Brasil, and SBC's Relationship Manager for Brazil, Isadora Marcante, to reflect on the significant developments in the Brazilian market during 2024.The trio reflect on the enactment of online gaming laws by President Lula da Silva, the industry's response to the new regulated market and regulatory challenges faced by legislators in the country. To conclude the episode, they also discuss the first edition of SBC Summit Brasil and controversies surrounding match-fixing in Brazilian football, as well as look ahead to what to expect in 2025.Host: Fernando NoodtGuests: Ricardo Assis & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Despite being just days away from the opening of Brazil's regulated market, the dispute between the Attorney General of Brazil (AGU) and Rio De Janeiro's State Lottery, Loterj, is still ongoing. On the latest episode of iGaming Daily, Fernando Noodt is joined by Ricardo Assis and Ana Maria Menezes from the SBC Noticias Brasil team, as well as Isadora Marcante, SBC's Relationship Manager for Brazil, to discuss what this means for Brazil's market and consider when it will finally be resolved.The conversation also touches on the implications of a Senate commission being under scrutiny for alleged extortion, insights from the recent SBC Digital Brasil day and the growing influence of esports on the betting markets.To read more about what was discussed in today's episode, click on the following links:- https://sbcnoticias.com/juego-online-brasil-fallo-favor-loterj/Host: Fernando NoodtGuests: Ricardo Assis, Ana Maria Menezes & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

The OurKidsCode initiative is a nationwide programme aimed at bringing Science, Technology, Engineering, Arts, and Mathematics (STEAM) activities to families in rural Ireland. In partnership with Clare County Council, OurKidsCode is activating local Broadband Connection Points (BCPs) and community venues as educational hubs. To find out more, Alan Morrissey was joined by Refugee Matching and Relationship Manager in the Ukrainian Service Department, Anna Kramarenko, Our Kids Code Programme Manager, Louise Caldwell and Jackie Dermody of DigiClare. Photo (c): Clare FM

Fernando Noodt, Senior Journalist for SBC Noticias, is back at the helm for the latest episode of iGaming Daily, supported by Optimove. This time he is joined by Ricardo Assis, Editor of SBC Noticas Brasil, and Isadora Marcante, SBC's Relationship Manager for Brazil, to talk all the latest news from Brazil.Following President Lula's warning that he will shut the regulatory market down if it doesn't meet expectations, Senator Rodrigo Pacheco has reiterated the message that the sector will be pulled if it cannot set up a responsible environment.The trio discuss the implications of the message, what this means for operators in the country and also look at the recently published statement from the Brazilian Institute of Responsible Gaming (IBJR) addressing responsible gambling concerns. The IBJR has also released a responsible gambling manifesto and the show talks about the four pillars of the organisation's guidelines and how they will help promote responsible gaming.Later on in the episode, the show's attention turns to the pitch as Flamengo's Bruno Henrique and two Brazilian national team players are facing investigations for suspicious betting on the players receiving yellow cards. The trio talk about the implications of these allegations for sporting integrity and compare the allegations to other ongoing sports betting controversies in football.To read more about what was discussed in today's episode, click on the following links:- Femexfut investigates a possible case of betting fraud in the Expansion League - SBC Noticias- IBJR publica comunicado 'Para jogar, tem que ter regra'- Bruno Henrique é alvo de operação que investiga manipulaçãoHost: Fernando Noodt Guests: Ricardo Assis & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

It's all about Latin America for the latest episode of iGaming Daily, supported by Optimove. Fernando Noodt, Senior Journalist for SBC Noticias, is joined by Lucía Gando, Editor of SBC Noticias, and Isadora Marcante, SBC's Relationship Manager for Brazil, to look at the latest news coming from the region.The show starts in Brazil where the senate is set to vote on the return of legalised land-based casinos, a sector that has been banned since 1946. The trio discuss the potential financial impact of the change and why the online sector is supportive of the return of the land-based casinos.Staying in Brazil, they then move on to talk about the reaction to President Lula's comments by the industry. As covered previously on the show, Lula warned that he may end online betting and gaming in the country if the new regulations do not achieve the results expected by the government.Attention then turns to the “blooming” market in Ecuador where the government has again authorised advertising of the gambling and betting sector throughout the country via Executive Decree 421. Fernando, Lu and Isa discuss how this could help develop the gambling market in Ecuador.Finally, there is a shout out for the latest edition of the SBC Leaders Magazine which features interviews with industry executives in Brazil, Ecuador and elsewhere. To read more about what was discussed in today's episode, click on the following links:- https://issuu.com/sbc.global/docs/sbc_leaders_magazine_issue_33- https://sbcnoticias.com/playgreen-foco-latam-sbc-leaders-magazine/- https://sbcnoticias.com/br/cassinos-podem-gerar-mais-10-milhoes-empregos/- Ecuador enables gambling and betting advertisingHost: Fernando NoodtGuests: Lucía Gando & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Currency Payments at J.P. Morgan. This episode expands on the Payments Unbound series, available on jpmorgan.com, exploring the challenges and technological advancements shaping the landscape of cross-border transactions. From the complexities of real-time payments across 195 countries to the transformative potential of blockchain technology, Leana and Vijay discuss the current state and future prospects of global payments. Discover how innovations like tokenized commercial bank deposits, virtual accounts, and APIs are paving the way for a more efficient, secure, and transparent payment ecosystem.   Learn more about cross-border payments here: https://www.jpmorgan.com/payments/payments-unbound/volume-3/cross-border-payment-modernization   Sources: How many countries are there in the world? (2024) - Total & List | Worldometer (worldometers.info) https://www.volt.io/real-time-payments-world-map/ Cross-border payment modernization | J.P. Morgan (jpmorgan.com) Bridging ASEAN through regional payment connectivity | UOB Insights (uobgroup.com) PayNow Singapore (abs.org.sg) Project Nexus to transform global payments, going live in 2026 - The Asian Banker Project Nexus: enabling instant cross-border payments (bis.org) Terms and conditions of use (bis.org)   The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information's accuracy or completeness.  The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such. © 2024 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.  Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.  

Send us a textEnterprise University is described by Aaron Lang, Relationship Manager for Enterprise Bank and Trust.Support the showLearn more at www.agcmo.org Please share our podcast with anyone interested in the construction industry!

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to focus on the state of the economy and the economic forecast, but they start things off by discussing interest rates in the United States, as well as where they are headed globally.

Scott welcomed Jay Rosencrance, RICP, WMCPin studio for a discussion on annuities and the history of Athene. Jay is the VP/Relationship Manager at Athene. Jay the VP/Relationship Manager for Athene covering accounts across the country. He has spent bulk of his 32 year career involved in retirement income planning. Prior to Athene, he worked at Genworth Financial as VP, Sports and Entertainment, where he worked on post career income planning for professional athletes. Before that, he was a Master Black Belt at GE Transportation Systems. He finds that wherever he has worked, he bring three key strengths to the table: strong interpersonal skills (team player), detail oriented with strong analytical and problem solving skills, and the ability to succeed through a strong work ethic. When not working, he loves to spend time with his wife of 32 years (Amy), and their 2 children (Sean - 25, and Erin - 22). He also enjoy running, and has completed 10 marathons.In the episode, you will learn the following:The Athene story – Innovative products, distribution channelsAthene's technological advancements, such as e-applications and index strategy presets, which streamline processes and benefit consumers.Planning strategies like partial Roth conversions, emphasizing tax benefits and the mechanics of recharacterizing traditional IRAs into Roth IRAs within Athene products.Athene Connect is a valuable resource for advisors, offering tools, webinars, and sales kits to enhance their practice and better serve clients.Connect with Scott on LinkedInConnect Jay with on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Athene click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook  Disclosures:Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company.Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to changeand differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9). A diversified allocation does not ensure positive interest credits in any given year.  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In the derivatives space, the ability to innovate is non-negotiable. Learn what new paths are being forged in equities, ETFs and digital transformation. Moderator: Lule Demmissie, Chief Executive Officer US, eToro  Panelists: Geralyn Endo, Relationship Manager, Options Lead, MEMX Kevin "Lex" Luthringshausen, Senior Vice President, Chief Content Officer, Tradier Inc, Tradier Hub Laura Morrison, ETF/Investment Industry Advisor, Former Chief Revenue Officer, Direxion

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff's table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her teammates with competence, empathy, and professionalism. As a result, her relationships reflect her compassionate nature and the strong bonds she forms with others.   What You Need to Know  (00:00) Podcast introduction. (06:17) Amber believes that providing great customer service is imperative—and it has become a defining quality of the culture at Bellomo & Associates. As a result, many clients become like family, especially members of the Red Wagon Club. (11:28) Pro tip:  Science confirms that when you smile, you sound happier.  (11:56) After 17 years together, Amber and her man are now husband and wife. Jeff was honored to be asked to walk Amber down the aisle.  (16:10) It's important to Jeff that people feel he is approachable on any issue. This type of supportive, service-oriented leadership inspires Amber and others to go the extra mile. (22:13) If you're in the area and looking for an elder care and estate planning law firm, Amber encourages you to check out Bellomo & Associates. Clients benefit from and appreciate the creative ideas, customer care, and work ethic exhibited by the team.  (24:01) Amber has started assisting with the firm's life care planning function. She enjoys helping Bellomo's client care advocate, Meg Motter, coordinate services and assistance. Most of all, Amber is dedicated to helping family caregivers who often struggle with overwhelming demands.    About Bellomo & Associates Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate Credit analyst, Charlie Sheehan. Here are the key points discussed regarding the failures of these banks, the systemic risks exposed, and the future outlook for the banking sector:SVB's collapse and the loss of confidenceVelocity of money and technological advancementsRisk management oversightRegulatory reforms Future outlook for banking and investor considerations

Tonight we learn about the cruise industry with expert Jaqui Pressinger from SeaTrade, plus the BEEF is back and Chef Derik has some things to say!

Host Jonathan Hughes talks college savings investing with Cory Latham, Managing Director and 529 Relationship Manager at Fidelity Investments.

John-Mark Young understands that serving clients' financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. As a Financial Advisor & Chief Investment Ocer for Whitaker-Myers Wealth Managers he puts his clients, and their needs, first. John-Mark is committed to helping you achieve your financial goals by oering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, John-Mark is one of Dave Ramsey's Local Smartvestor Pros because, like Dave, his focus is on helping clients live their lives debt-free and financially independent. In 2019, Dave Ramsey invited John-Mark to join as a member of his Investing Advisory Council. Through this, John-Mark helps Dave and his team direct other advisors in serving Dave Ramsey Listeners. Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for seven years, where he served as a Relationship Manager for affluent families in Northeast Ohio. John-Mark graduated from Campbellsville University in 2007 with a bachelor's degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. To live out our belief in running Whitaker-Myers Wealth Managers as a fiduciary-based firm, John-Mark completed his AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional) designations in 2023. A firm believer in continuing education, John-Mark is working towards completing his Certified Financial Planner and Kingdom Advisor designations. John-Mark lives in Ontario, Ohio, with his wife Megan, Bella, Nash, and Landrie, their three children. Outside of work, John-Mark is a member of Westwood Alliance Church, where he has served as an Awana Youth Leader. He was also the assistant varsity girls' basketball coach at Mansfield Christian School for five years. He serves on the board of directors at The Christian Children's Home of Ohio, Inc and Buckeye State Credit Union.

Guest: Shea Kane and Jason Henke   Guest Bio: After transitioning from a career in teaching, Shea Kane worked with Borders Group as a Merchandising Director for nearly a decade. She joined the DIRECTPAY team as head of their Marketing Department and navigated the company through a rebranding in 2013. Shea has helped create a culture within the organization focused on an aligned mission: to not only provide business owners with seamless payment processing - but also free education and networking opportunities within their robust membership community. Her goal is to share how and why DIRECTPAY is the gold standard for credit card acceptance and teach members how to strategically use the tools and features of their account to ensure the growth and sustainability of their business. Jay Henke has been with DirectPay for 5 years as a Relationship Manager ensuring new members are set up with optimized rates and are ready to use all the features of their payment system. His knowledge and experience have seen business owners from start-up to 6 figures and beyond. Business owners value Jay's relationship-driven approach to accepting credit cards – including free advice and education, partnership opportunities and one-on-one, accessible support.   Guest Links: You've closed the sale – now it's time to get paid. The transaction should be seamless and hassle-free for you and your customers. Rest assured your money gets where it belongs with the payment processor who gets to know your business – DirectPay. You can accept credit cards anytime, anywhere with their professional system and receive personalized customer service. Their team specializes in putting your business on auto-pilot so you're making sales 24/7 with a simple, secure checkout experience.   A Complimentary Customer Journey Session     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and check out our website at  http://www.gosalesology.com

Patient experience is about making patient healthcare journeys better; in creating improved experiences, healthcare delivery staff often enjoy better processes and outcomes. But who is responsible for creating patient experience improvement? Where does one start? And are innovation and automation at the center of it all? Not necessarily says our latest podcast guest. In this episode of the Key in to Quality podcast, Lacey Hart, Administrator, Experience Relationship Management (XRM), Quality Department, Mayo Clinic, says that experience design focuses on the gaps between the experience points along a patient's journey. Hart, who leads a team of experience relationship design professionals, discusses how Mayo Clinic's patient experience strategy has created powerful synergy between people, processes, and technology, resulting in better interactions—and relationships—with patients. #mayokeyintoquality Hosted by: Hosted by: Timothy Morgenthaler, M.D., Vice Chair, Quality, Mayo Clinic, and Sheri Nemec, Consultation and Relationship Manager, Quality Department, Mayo Clinic LinkedIn: Timothy Morgenthaler, M.D. and Sheri Nemec Twitter: @DrTimMorg Guest LinkedIn:  Lacey Hart

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the drop in small business optimism, as well as the bounce in small business hiring. Later, they weigh in on how businesses should be prioritizing cyber security concerns.

In this episode, Gary talks with Neal Christensen, Assistant Vice President and Relationship Manager at Enerbank. Neal discusses the benefits of financing and various payment options.  He talks about the impact it has on cash flow, the financing process, how it increases viable leads for contractors, the positive impact on close rates, and more.  He also explains the PreQualify and application process, and considerations when choosing a lender.  The vast majority of your jobs should be financed because of all of the benefits Neal discusses, so this podcast is one every contractor should listen to and gain benefits for their business.

Segunda hora de Capital Intereconomía en la que miramos a la información económica y de los mercados. En la tertulia de mercados nos acompañan Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Alberto Granados, Relationship Manager de Invesco para Iberia; Alejandro Domech, Director Adjunto de M&G investments para España, Portugal y Andorra; y Sébastien Senegas, Head de Iberia y Latam en Edmond de Rothschild AM. Y en la preapertura Alexis Ortega, asesor independiente, nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas comienzan la semana con ligeras caídas tras el respiro que se tomaron los índices durante la primera semana del mes de abril ante la posibilidad de que los bancos cen­trales puedan re­trasar el pre­visto re­corte de tipos de in­te­rés. El Ibex 35 arrancaba este lunes por debajo de los 11.000 puntos tras ceder el viernes un 1,58%, su mayor caída desde marzo de 2023. Los inversores estarán pendientes este semana de la reunión del BCE y de los datos de IPC que se van a conocer en EEUU, China, España, Alemania y Francia. Además en el ámbito empresarial presentará sus resultados durante los próximos días JP Morgan, Citigroup, BlackRock y Delta Airlines, y Telefónica celebra Junta de Accionistas. En la tertulia de mercados de Capital intereconomía Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Alberto Granados, Relationship Manager de Invesco para Iberia; Alejandro Domech, Director Adjunto de M&G investments para España, Portugal y Andorra; y Sébastien Senegas, Head de Iberia y Latam en Edmond de Rothschild AM analizan la reacción de los diferentes activos a ese posible retraso en la bajada del precio del dinero.

Volunteers fill many significant roles to support the human experience in healthcare.  Hear from Erin Pittman, Director of Volunteer Services, who oversees volunteer programs, hospital gift shops and animal assisted services at Mayo Clinic Rochester. Erin shares her perspectives about the complex field of volunteer management and the importance of understanding the impact of volunteers have in connecting with patients through empathy, kindness and human centered care. She discusses the process to engage volunteers and discover their personal “why” to volunteer. Erin describes the shifts and future innovations in volunteer services including embracing diversity and other success tips. #mayokeyintoquality Hosted by: Hosted by: Timothy Morgenthaler, M.D., Vice Chair, Quality, Mayo Clinic, and Sheri Nemec, Consultation and Relationship Manager, Quality Department, Mayo Clinic LinkedIn: Timothy Morgenthaler, M.D. and Sheri Nemec Twitter: @DrTimMorg Guest LinkedIn:  Erin Pittman

Guest post by Jamie Elkaleh is an experienced public speaker, dedicated crypto enthusiast and educator, and Bitget's Country Manager. Bitget Empowers Blockchain Dialogue at the Heart of Dubai with Sponsorship of Blockchain Ireland Meetup Bitget, a leading platform in the cryptocurrency and blockchain space, proudly sponsored the latest Blockchain Ireland meetup event in Dubai, held at McCafferty's in JVC. The event, which took place on February 23, 2024, attracted over 30 professionals from diverse companies and backgrounds, fostering a rich environment for networking and knowledge exchange. Blockchain Ireland Meet Up in Dubai Lory Kehoe, the esteemed founder and Chair of Blockchain Ireland and MSX Head of Stablecoin, was in attendance, adding significant value to the discussions. "Blockchain Ireland was delighted to host our first (but not last) UAE meet-up with Bitget. 50 people from around the world (not just Ireland) came together to discuss the latest developments with L2s, the future of NFTs and tokenization. Looking forward to the next one",- said Lory. The event marked a pivotal moment for the blockchain community in Dubai, creating a platform for collaborative conversations and partnerships. Bitget Country Manager, Jamie Elkaleh commented, "Sponsorship of this event highlights our commitment to providing networking and educational opportunities to the Irish Crypto community." Elkaleh's statement reflects Bitget's dedication to supporting and nurturing the growth of the blockchain community, not only in Dubai but globally. Opportunities arising from the event were plentiful, with participants delving into discussions about recruiting talents, hosting more web3 focused events, expanding networking circles, and connecting with venture capitalists and other investors in the blockchain space. Key topics of conversation ignited passionate discussions, covering the latest trends and developments in the industry. Conversations ranged from the prospects of a Bitcoin ETF, the burgeoning Defi Summer, the impact of Layer 2 solutions, the diverse world of Altcoins, to the stability of Stablecoins. Industry challenges were not overlooked, as participants delved into barriers to entry and contemplated the implications of the Bitcoin halving and ETF on the broader market. Bitget's sponsorship of the Blockchain Ireland meetup underscores its commitment to fostering an inclusive and collaborative blockchain ecosystem in Dubai. The company believes in the power of such events to drive innovation, collaboration, and growth within the industry. As the blockchain community eagerly anticipates the next gathering in conjunction with Blockchain Ireland, Bitget remains dedicated to supporting initiatives that propel the industry forward, fostering a dynamic and thriving blockchain landscape. Written by Jamie Elkaleh is an experienced public speaker, dedicated crypto enthusiast and educator, and Bitget's Country Manager. He focuses on breaking the barrier of entry for crypto users through free education content and established brands. Before diving into the crypto world, Jamie Elkaleh was a professional rugby coach who worked with England's National Rugby Team. His professional experience working with young people started with his foundational degree in youth work at Liverpool John Moores University. Jamie has been building the platforms needed to educate and onboard young people to the crypto space ever since. His two educational platforms, CryptoJamie and CryptoBrosUK, have been the foundation of his brand, leading to his partnership with Binance as a crypto content creator. Through that partnership, he was able to reach more than 500k viewers each week, educating and encouraging the future and current leaders of the crypto space. With his current role as Bitget's Relationship Manager, Jamie works to build relationships and broaden the horizon of the platform while onboarding a wide range of users, influencers, and start-ups. Career Since ...

Research supports the connection between the patient experience, patient safety, and clinical outcomes. How do these health care factors intersect to support human connection and trust within clinical encounters? And why is that essential? In this episode of the Key in to Quality podcast, Dawn Davis, M.D., department chair and consultant, Dermatology, Mayo Clinic, shares her thoughts on the patient journey: from first making an appointment to walking out of the hospital or clinic. According to Dr. Davis, the journey involves the patient, their family, caregivers, and providers, and requires a unique skillset to make personal connections, build trust, and help patients feel seen and heard. She says making patients the top priority in every interaction leads to better patient outcomes and increased satisfaction by patients and those caring for them. #mayokeyintoquality Hosted by: Hosted by: Timothy Morgenthaler, M.D., Vice Chair, Quality, Mayo Clinic, and Sheri Nemec, Consultation and Relationship Manager, Quality Department, Mayo Clinic LinkedIn: Timothy Morgenthaler, M.D. and Sheri Nemec Twitter: @DrTimMorg  

Whether it's to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the future will increase your chances of achieving them.* C2P team members, Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador, collectively share their own experiences and work with advisors to set SMART (Specific, Measurable, Attainable, Realistic, Time-Sensitive) goals and stick to them. Tune in for valuable insights and strategies for setting and achieving your goals, both personally and professionally, and set your firm up for success for years to come.ResourcesBalancing the Scales: The Positive Impact of Weight Loss And Good Health, Episode 8 of JL Smith Holistic Wealth & Health Podcast: https://c2pe.info/4aSBcmnWho Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Book: https://c2pe.info/3Hd9nYf10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Book: https://c2pe.info/3RPsSuHExclusive Resources for C2P Advisors (requires login)Goal-Setting Worksheet: https://c2pe.info/48nFDnBStatistics:*https://www.bramework.com/goal-setting-statistics/#:~:text=A%20study%20by%20Dominican%20University,those%20who%20set%20easy%20goals. 

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in Associated Bank Thought Leader conversation to talk about the expectations and top priorities for business CEO’s in 2024.

Welcome to our TechTables' Team Spotlight Series, where we spotlight innovative teams and unpack the human stories behind their digital transformations. This limited 5-part series was live from Tallahassee at the Florida Digital Service earlier this year (2023). This is Part 2 of 5.

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros (North Fulton Business Radio, Episode 721) Lori Fancher, Relationship Manager with TrainingPros, joined host John Ray to discuss the significance of finding the right talent at the right time for businesses. Lori shared her passion for lifelong learning and human […] The post The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros appeared first on Business RadioX ®.

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros (North Fulton Business Radio, Episode 721) Lori Fancher, Relationship Manager with TrainingPros, joined host John Ray to discuss the significance of finding the right talent at the right time for businesses. Lori shared her passion for lifelong learning and human […]

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in Associated Bank Thought Leader conversation to talk about why CEOs are minimizing hiring growth, including the expected job pool shrinkage due to A.I. They wrap up with positives expected in 2024 compared to 2023.

We discussed a few things including:1. Their career journeys  2. How James founded AI for Good3. Lacey's unique path to social entrepreneurship4. TechAid Vision5. AI trends, opportunities + forecastsAs CEO of the AI for Good Foundation, James Hodson is responsible for building economic and community resilience through technology. Since 2015, the AI for Good Foundation has worked with national and municipal governments, the UN, OECD, and many others to design, develop, and deploy tech-enabled policies/solutions for social, economic, and institutional transformation.  AI for Good works extensively in Ukraine with more than 40 staff on the ground and strategic partnerships with Ukraine's Presidential Administration, Ministry for Digital Transformation, Ministry of Culture, and every regional government, providing sanctions recommendations, infrastructure resilience, deployed technology expertise, and real-time aid intermediation for regions covering more than 8M civilians.  Hodson completed doctoral studies in Artificial Intelligence as a Marie Curie Fellow at the Jozef Stefan Institute in Slovenia, holds undergraduate degrees in Computer Science and Philosophy from Princeton University, and previously founded and led the AI Research Group at Bloomberg in New York from 2012-2015. His academic work spans complex network analysis, natural language processing, labour economics, corporate finance, and accounting, as well as holding multiple AI patents and being an active angel investor in the "tech for good" space.----Lacey is the CEO and Co-Founder of TechAid, an application that enables a data-driven approach to humanitarian aid, reconstruction and local economic resilience.  Lacey believes dignified access to proper nutrition, medicine, hygiene and shelter are fundamental human rights for families everywhere, that should not be dictated by the arbitrary nature of one's birthplace or gender. She is passionate about the potential of combining existing technologies to facilitate the connection of food supply with demand, and turning the tide of the escalating global hunger crisis.  Previously, Lacey led Finance and Strategy as a Co-Founder at Proxi.co, a Techstars ‘21 interactive mapping software startup that she joined after 5 years at Amazon as a Principal Product Manager and Finance Manager leading multinational teams in Customer Loyalty, Operations, WW Prime and Hardlines. Her other work in the private sector includes Category Finance at Starbucks, leading Espresso & Brewed North America, as well as working her way up from a rotational Financial Analyst to Vice President/Relationship Manager during the first eight years of her career at Wells Fargo, where her lending experience spanned verticals including: SaaS, hospitality, gaming, restaurants, healthcare and commercial real estate.  #podcast #AFewThingsPodcast

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.On this week's show, we're excited to have Hernan Kazah, Co-Founder and Managing Partner of Kaszek, one of the largest Latin American firms with nine funds under management. The firm launched in 2011 and over time they've made early-stage investments in companies such as Nubank, QuintoAndar, Kavak, Creditas, and Nuvemshop.Before becoming an investor, Hernan Co-Founded MercadoLibre in 1999, an online auction and e-commerce platform that later went public in 2008. At a market cap today of over $60B, the company represents one of the great entrepreneurial successes in the region. During our conversation, we spoke about the growth of Latin America, making the shift from a company builder to a full-time investor, and how founders and investors should think about the capital-scarce market we are navigating today.A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and X.About Hernan Kazah:Hernan Kazah is the Co-Founder and Managing Partner of Kaszek Ventures. Hernan has overseen Kaszek's growth into the largest venture capital firm in Latin America. It has invested in more than 100 startups and is known for its ability to spot the next tech talent and hands-on approach.Prior to investing, Hernan Co-Founded MercadoLibre, the most successful "from-garage-to-Nasdaq" startup story in Latin America to date, and one of the largest technology companies in the region.He has a BA from the University of Buenos Aires and an MBA from Stanford.In this episode we discuss:(02:57) Hernan's journey into tech and investing(04:39) Lessons from MercoadoLibre that he wanted to apply in building Kaszek(10:38) Why he decided to move to venture in 2011(14:11) The long process of building an LP base with an unproven theory(20:21) Advice and mentorship Hernan sought out prior to starting Kaszek(24:56) How Hernan manages his time to help his portfolio(28:57) Comparing the market of 1999/2000 with today's market(36:04) What it means to support founders(42:33) Why Hernan is mostly handsoff in his portfolio companies(46:50) How to have tough conversations with founders(48:10) The best career advice he's recievedI'd love to know what you took away from this conversation with Hernan. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Mark Paul is the Relationship Manager at Lighthouse Family Retreat. Lighthouse Family Retreat is a faith-based non-profit that exists to strengthen every family living through childhood cancer. They host restorative retreats and develop helpful resources so that families and their support systems can find hope in God and help in their fight. goodnewschurch.life/livestream goodnewschurch.life/info facebook.com/goodnewssrb instagram.com/servesowal youtube.com/goodnewssrb

Giving first-generation entrepreneurs the CLARITY and GUIDANCE to help integrate and achieve their life, business, and financial goals. That's what Gerber is all about. And we hear how this is done with our guest, Liz Damceksi, Relationship Manager at Gerber.Elizabeta.Damceski@gerberclarity.comTo run a successful business, you need resources, valuable connections and community recognition. Business Inspires will provide you with the tools, resources, and examples to inspire you to create the business you are envisioning.With more than 60 years as an integral part of the Grandview, Upper Arlington and Marble Cliff communities, the Tri-Village Chamber Partnership is dedicated to a singular purpose - the success of the business community.Thank you for downloading, listening and following Business Inspires, a Tri-Village Chamber Partnership podcast.This season is presented by: City of Upper Arlington.To schedule a guest appearance, or find out more about sponsoring Business Inspires, send an email to: Katie Ellis, President/CEO, Tri-Village Chamber Partnershipkatie@chamberpartnership.orgFollow the podcast on Apple Podcasts, Google Podcasts, or your favorite podcast player.HELP US SPREAD THE WORD!We'd love it if you could please share this podcast with your social media friends! If you liked this episode, please leave us a rating and a review in iTunes. Here's how. Discover more podcasts like this at Circle270Media Podcast Consultants.TriVillage Chamber Partnership link Copyright 2023 Tri-Village Chamber Partnership

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.On this week's show we're fortunate to be joined by Hunter Walk and Satya Patel, founders of Homebrew, a seed-stage firm founded over a decade ago that's backed companies such as Chime, AngelList, and Gusto. Just over a year ago, Homebrew announced that it was moving away from a seed-focused traditional LP-backed fund to an open-ended evergreen structure that is funded from the proceeds of prior investments.Additionally, they are also leading up efforts of Screendoor, a fund of funds focused on supporting underrepresented fund managers by offering capital and counsel. Satya is coming back on the show for the second time, and it was fun to have Hunter on with him this time, as we dove deep into their learnings from building homebrew, what they look for when back fund managers, and their view on what makes a great partner for founders. This was a fun one, and we think you'll really enjoy hearing their thoughts. Let's now get right into it!A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and Twitter.About Satya Patel:Satya Patel is a Founding Partner of Homebrew and Co-Founder of Screendoor. Prior to Homebrew, he was VP Product at Twitter, building and leading the Product Management and User Services teams. Before Twitter, he was a Partner at Battery Ventures, where he co-led the seed and early-stage investing practices. He joined Google in 2003 and was responsible for AdSense product management and partnerships.Before heading to Silicon Valley for Google, he worked for DoubleClick, in venture capital, and as a strategy consultant.He has a BS in Finance and a BS in Psychology from The University of Pennsylvania.About Hunter Walk:Hunter Walk is a Founding Partner of Homebrew and Co-Founder of Screendoor. Prior to Homebrew, Hunter led consumer product management at YouTube, starting when it was acquired by Google. He originally joined Google in 2003, managing product and sales efforts for AdSense, Google‘s contextual advertising business.His first job in Silicon Valley was as the founding product and marketing guy at Linden Lab.Before graduate school, he was a management consultant and also spent a year at Late Night with Conan O‘Brien. He has a BA in History from Vassar and MBA from Stanford University.In this episode we discuss:(03:32) The decision to move to an evergreen fund structure with Homebrew(07:32) The biggest constraints when early-stage fund sizes balloon(17:34) How to survive a down market and become a force multiplier on a cap table(24:58) The inspiration to start Screendoor(33:33) The type of managers they are looking to back at Screendoor(37:54) Patterns they've seen in great investors(42:13) The most important question they ask GPs(44:42) The biggest lessons from their time as investorsI'd love to know what you took away from this conversation with Satya and Hunter. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. I started Venture Unlocked to bring more transparency to firm building by bringing on guests whose unique insights and experts could help venture fund managers, limited partners, and founders with their journeys. This week, we have a special guest in Anubhav Srivastava, Founder and CEO of Tactyc, who saw the pain point managers were having in portfolio construction. Prior to Tactyc, managers often used excel spreadsheets and other methods for forecasting models. Tactyc is a dynamic software dashboard that makes ongoing portfolio modeling easy. Anyone who has listened to this show knows that portfolio construction is one of my favorite things to talk about, and Anubhav provided his data-driven insights on what he's seeing on how emerging managers are modeling portfolios around number of companies, reserves, recycling, and follow-ons.Here is a completed dashboard that shows the Tactyc platform in action. You can also schedule a 1-on-1 demo with Anubhav, Tactyc's founder directly here.  We hope you enjoy my conversation with Anubhav.A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and Twitter.About Anubhav Srivastava:Anubhav Srivastava is the Founder and CEO of Tactyc. He is a former bulge-bracket investment banker with extensive experience in M&A and financing transactions. Having spent more time than is healthy with Excel models, the idea for Tactyc was born out of his observations of how he saw people using (and misusing) Excel-based models.Prior to Tactyc, Anubhav was a Vice President at Evolution Media Capital and started his investment banking career at Deutsche Bank.Anubhav has an MBA in Finance from the Wharton School of Business and a B.S. in Electrical Engineering from Georgia Institute of Technology.In this episode we discuss:(02:26) Why Anubhav started Tactyc and what it does(05:10) The reason why using Excel becomes a pain point over time(08:10) How deeper portfolio analysis can give LPs peace of mind(10:55) Who has been more successful in raising over the last year(14:09) Trends of portfolio models in terms of initial valuation at the pre-seed, seed level today versus 2021(16:04) Changes in check sizes and dilution in recent months(18:04) How reserves and follow-ons have changed(19:36) The most important metric for a sub-$50 million fund(21:32) Portfolio strategies for nano-funds(23:32) How successful managers take emotions out of the equation in follow-on investments(26:46) What managers are seeing with follow-on MOIC hurdles(28:59) Why some managers are over-reporting to LPs to navigate this downturn(31:22) The biggest mistakes managers make in portfolio construction reporting(34:57) Understanding the difference between a management fee recycling and exit proceed recycling(36:53) Example of management fee recycling(39:08) What success for Tactyc looks like over the next 5-10 yearsI'd love to know what you took away from this conversation with Anubhav. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.This week on the show we're joined by Dana Settle, Co-Founder of Greycroft. Founded in 2006, Greycroft began with a mission to invest in areas outside of Silicon Valley and specifically in NY and LA. The firm currently has over $2B in Assets Under Management, over 60 employees, and has invested in companies such as Bumble, Scopely, Plated, and Maker Studios among many others. This was a special episode where we unpacked all of the components of firm-building including team development, fundraising, investment decision-making, and evolving to market dynamics. We hope you enjoy my conversation with Dana.Program note: This was recorded prior to the issues arising in the banking sector.A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and Twitter.About Dana Settle:Dana Settle is a Co-Founder and Managing Partner at Greycroft. Dana's active investments include Acorns, Anine Bing, Avaline, Bird, Citizen, Cloud Paper, data.ai, Goop, HamsaPay, Happiest Baby, Merit Beauty, Mountain Digital, Pacaso, Seed Health, Tapcart, Thrive Market and Versed. Her notable exits include Bumble (IPO), Maker Studios (acquired by Disney), Pulse (acquired by LinkedIn), The RealReal (IPO), Trunk Club (acquired by Nordstrom), and WideOrbit (interest sold to company management).Prior to Greycroft, Dana spent several years as a venture capitalist and advisor to startups in the Bay Area, including six years at Mayfield, and investment banking at Lehman Brothers.Dana holds a BA in Finance and International Studies from the University of Washington and an MBA from Harvard Business School.In this episode we discuss:(02:03) What led to the creation of Greycroft(06:46) How they found believers in their hypothesis and got their first fundraise completed(08:19) Advice for managers and entrepreneurs raising in the current market(11:34) Building a distributed and remote-first culture outside of Silicon Valley(15:33) The role of diversity when building strong partnerships(19:00) Traits Dana values when she is hiring for the firm(21:09) Why curiosity is so important and how she uncovers that in candidates(23:55) The importance of creating a safe space for new voices to be heard in a firm(27:59) Why Dana hated the internal politics of old Silicon Valley and wanted to remove that from Greycroft(30:54) The decision to follow-on invest in their portfolio companies(33:11) How Greycroft manages conflicts within the partnership(35:01) The philosophy around team-building within the firm and how that benefits their portfolio companies(37:19) How Greycroft remains nimble with such a large organization(39:26) The bull case for Venture Capital moving forward(42:09) What Greycroft got the most correct and the most wrong in its historyI'd love to know what you took away from this conversation with Dana. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.This week we are joined by Shuly Galili, Founding Partner of UpWest, an early-stage firm founded in 2012 with her partner Gil Ben-Artzy to invest in seed-stage founders from Israel that are seeking to expand into the US market. UpWest has 4 funds under management and has invested in nearly 100 companies at the early stage that today have a collective market cap of over $20B. A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and Twitter.About Shuly Galili:Shuly is a Founding Partner at UpWest, a Silicon Valley seed fund investing in startups at the Israel-US technology junction. UpWest portfolio crossed $2B in VC funding and includes companies such as SentinelOne, HoneyBook, Stampli, CyCognito, Imubit, and more.She helped found the California Israel Chamber of Commerce (CICC), a business platform for ongoing tech exchange serving a network of over 10,000 companies. Under Shuly's leadership as Executive Director, CICC had a significant impact on its members' success in securing millions in venture capital, establishing US/Israel offices and R&D Centers and branding Israel's emerging tech industry in Silicon Valley.In this episode we discuss:(02:23) What gap they saw they wanted to fill in 2012(08:45) How the go to market strategy is different in the US vs. Israel(10:51) What their first fundraise was like with a new strategy(14:03) The strategic support UpWest received from its early LPs(15:39) The realization that they needed to grow to realize their vision(18:10) How Fund II changed their investing strategy and approach(21:50) When do you know it's time to raise your fund size?(25:42) What early-stage investors should optimize for(30:32) Defining a healthy venture GP partnership(33:57) UpWest's decision-making process(35:20) How Shuly and Gil maintain their partnership(38:14) Advice to her younger selfI'd love to know what you took away from this conversation with Shuly. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com