Podcasts about robertson stephens

In this festive episode of the Sunday Roast, we welcome back Rick Rule, CEO of Rule Investment Media, for a lively and insightful Christmas special. We delve into Rick's latest ventures, including the progress of his seventh challenger bank, Battle Bank, and explore the investing highlights of 2024—from Bitcoin's record-breaking highs to the sustained strength of gold and the cooling of other critical metals. Rick reflects on uranium's growing potential and discusses some of the top-rated stocks on his ratings chart, offering insights into why they stand out and their future prospects. He also shares his thoughts on his unique career path and offers invaluable advice for young investors starting out, making this a must-listen for seasoned market participants and those just getting started. Plus, we discuss the enduring appeal of gold and Rick's upcoming virtual bootcamp on January 11th. Join us for a thoughtful, festive conversation packed with wisdom and inspiration to wrap up 2024! •⁠  ⁠00:00:35 – Introduction to Battle Bank  • 00:04:02 – Reasons to Choose Battle Bank  • 00:12:00 – Investing Highlights for 2024  • 00:12:38 – Discussion on Gee Mining  • 00:16:33 – AI Stocks: NVIDIA (NVDA), Broadcom (AVGO)  • 00:17:32 – Insights on Robertson Stephens  • 00:20:06 – The US Dollar's Trajectory Post-Trump  • 00:25:16 – Resource Sector Developments in 2024  • 00:26:16 – Discussion on #GMET  • 00:28:55 – The Vanadium Narrative  • 00:30:11 – Uranium Market Overview  • 00:32:37 – Companies in Focus: Cameco ($CCJ), Duke Energy ($DUK), Southern Company ($SO), China General Nuclear, Tokyo Electric Power Company, Ontario Power Generation  • 00:33:55 – Reflections on Fukushima and Three Mile Island  • 00:34:40 – Discussion on #POW  • 00:36:43 – Insights on #GGP  • 00:40:28 – Northern Star Resources ($NST)  • 00:41:55 – Discussion on #SVML  • 00:47:41 – Rick's Advice to 18-Year-Olds  • 00:54:03 – Why Rick Purchased a Bar in Vancouver at Age 20  • 00:56:24 – Guidance for Individuals in Their 50s  • 00:58:04 – Most Meaningful Gift Given or Received  • 01:01:12 – Christmas-Themed Questions  • 01:03:41 – Listing Natural Resource Stocks for Rick's Personal Ranking  • 01:04:10 – Eight-Hour Symposium on Gold  • 01:09:31 – Exxon Mobil Corporation ($XOM)  • 01:10:08 – Africa Oil Corp. ($AOI)  • 01:10:33 – International Petroleum Corporation ($IPCO)  • 01:11:36 – Ecora Resources PLC ($ECOR)  • 01:16:36 – Discussion on #PR1 Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

  Steve Gord, Partner, Hidden River Strategic Capital Steve Gord has over 25 years of experience in the small company investment business. He is one of the co-founders of Hidden River Strategic Capital, a Radnor, PA-based SBIC fund that invests structured junior capital into owner-operator run small businesses. From 2008-2020, Steve was a co-founder and general partner in the first two funds at SBIC Boathouse Capital. Earlier in his career, Steve spent five years at BDC American Capital Strategies investing in junior capital transactions, in the consumer investment banking group at Robertson Stephens, in the M&A and private equity practices at Compass Partners and in the investment banking group at Furman Selz.   Steve obtained a BA in economics from Dartmouth and an MBA from Tuck.

Lauren Cooks Levitan is the President and former CFO of Faire, a Sequoia-backed billion dollar retail startup. Lauren has more than 30 years of strategic, financial, and operational experience at some of the most transformative brands in the retail industry. Prior to joining Faire, Lauren served as CFO at Fanatics, where she oversaw accounting, financial planning, strategic analysis, and investor relations to drive multi-channel growth across all divisions. Lauren co-founded Moxie Capital LLC, a private equity firm that specialized in advising consumer-facing businesses in the wholesale, retail, and e-commerce industries. Earlier in her career, she was a Managing Director at Robertson Stephens and built the consumer retail franchise of Cowen & Co. Lauren has served on the board of directors (Audit Committee Member) for e.l.f. Beauty, Inc. (NYSE: ELF) since 2016. She also spent time in her career at Crate & Barrel, the Gymboree Corporation, and Goldman Sachs. She holds an MBA from Stanford University and a BA in Political Science from Duke University.

|Show Notes| This episode was recorded in front of a live audience at The Alumni Society's Leadership Summit in Brooklyn, NYC on June 13, 2024. It marks our show's first ever live recording and the audio level is lower than studio quality. Also, today (July 9, 2024) happens to be our guest's birthday - happy birthday Gus! GUSTAVO'S BIO Gustavo Alberelli (Gus) is Co-Founder and Managing Partner of Sunstone Partners, a growth oriented private equity firm that focuses on investments in technology-enabled services and software businesses. Founded in 2015, Sunstone Partners is headquartered in San Mateo, CA and has +$1.7 Billion of committed capital under its first three funds. He is one of a few Latinos in the country that have raised over $1 billion in capital and allocating it to  high growth companies. Prior to co-founding Sunstone Partners, Gustavo was a Managing Director at Trident Capital. Before Trident Capital, Gus was a Director at Kennet Partners where he led or participated in growth equity investments across the technology sector. Gustavo began his investment career in 2003 at Trinity Ventures, where he primarily worked with early-stage technology companies. Prior to becoming an investor, Gus held several business development and marketing positions at Saltare, a venture-backed enterprise software company. He started his career as an analyst in the technology investment banking group of Robertson Stephens in San Francisco. Raised in Miami, Gus earned a BA from Swarthmore College, where he was a Swarthmore Scholar, and an MBA from Columbia Business School. GUSTAVO RELATED LINKS Sunstone Partners Alumni Society Leadership Summit Big Cybersecurity 15X Win  Fund I Closing GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade  SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com   THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS

To quote Ray Dalio, “Principles connect your values to your actions.” With that in mind, welcome to this insightful Investing Matters interview with Richard Stone, hugely talented former Chartered Accountant, Equity Analyst, Financial Controller, Finance Director, CEO, leader and now Chief Executive of the Association of Investment Companies, which he joined in September 2021. Prior to that, Richard was Chief Executive of Share plc (The Share Centre platform) from 2014 to 2020 and was Finance Director from 2006 to 2013. At Share plc he positioned the company to deliver exceptional customer service, including digital transformation, for both direct retail clients and other partner investment firms. Floating the business on London' Alternative Investment Market (AIM) in May 2008. Richard led Share Plc for seven years as Group CEO prior to the business being purchased by Interactive Investor in 2020. Many of you will be aware that as a subsidiary of Interactive Investor, that Share plc was purchased in May 2022 by the behemoth investment company Abrdn Plc. Having had an interest in stocks and shares since his teens. Richard's passion for numbers led to him pursuing and attaining a Philosophy, Politics and Economics Degree at York University. Following this he gained his “first proper job” with Ernst & Young (EY) as a Trainee Accountant. Richard excelled at EY and went on to win the coveted KPMG Peat Prize (The Peat Gold Medal & Prize) for the highest mark in his final Chartered Accountancy exams. Richard is qualified ICAEW Chartered Accountant. After some year auditing for EY, Richard got the opportunity in 1999 to move to London to work as a software and information technology equity analyst for the US-based Investment Bank, Robertson Stephens. Where he worked on numerous IPOs in London. He then moved to ECsoft Group Plc the Information Technology Consulting Service co, a dual listed Nasdaq firm as their Financial Controller. Following which he moved to Huntsworth Plc, becoming their first Financial Director, where as part of the team backed by 3i, worked diligently and rapidly over three years grew the company from 100 members of staff to 600. He then joined Gavin Oldham at the Share Centre (Share Plc). Richard has seen and worked across the US & UK Capital Markets from almost every angle during the past two decades, which makes for fantastic and insightful Investing Matters which will be informative for all. In this Investing Matters interview, Richard gives a brief overview of his roles and responsibilities at the Association of Investment Companies, AIC's fantastic team, Investment companies' growth, capital raising, dividends, reasons to be optimistic and much more. Topics and discussions also include: -Equity participation -Investment companies / Investment Trusts “Never get into stockbroking” -Studying economics / Big privatisations -Investment companies discounts to Net Asset Value, tightening cycle -Private Equity -Renewables / Infrastructure - Reasons to optimistic -The UK market “is pregnant with value” -Mergers, wind-ups, buybacks -The British ISA -Shareholder engagement -Investment companies cost disclosures -Stamp Duty -AIC's education & building awareness strategy -Structural benefits of investing in investment trusts -Dividend Heroes -A long-term savings plan -Long-term investment outperformance -Investing & much more We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFA Jon Ekoniak's professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success. Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country. Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO. Here is what to expect on this week's show: - How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services. - How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital. - Why satisfied clients are a great way to lead to new client acquisition. - How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities. - Why it's important to stay ahead of your clients' needs and market trends. Connect with Jon: Links Mentioned: bordeauxadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Featuring:Paul Dobson, Bloomberg Executive Editor for Asia Markets, sits down with us in Hong Kong to discuss how markets will react to the BOJ's upcoming announcement. Jeanette Garretty, Managing Director and Chief Economist at Robertson Stephens, sits down with us to discuss her market perspective and how The Fed in the US will act later this week. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, joins the program to talk about his market positions, and how he see's markets acting in the coming weeks.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience. Bio: KEITH LARKIN Managing Director, Principal Keith is a Managing Director and Principal at Robertson Stephens. The firm manages over $4.6 Billion. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what's most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman. Keith graduated from the University of Arizona with a bachelor's degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Website: https://rscapital.com/team/keith-larkin/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Jeff serves as Managing Partner of Cloverlay and is a member of the Firm's Investment Committee and Board of Directors. Prior to founding Cloverlay, Jeff was a Managing Director with Morgan Stanley Alternative Investment Partners (AIP), a division of Morgan Stanley's institutional asset management business. While at AIP, Jeff was a member of the Executive and Business Committees and served on AIP's Private Markets Investment Committee as a Portfolio Manager responsible for leading primary fund, co-investment and secondary transactions focused on special situations globally and North American buyouts. Prior to AIP, Jeff advised and traded equity options and futures with U.S. hedge funds in Morgan Stanley's Equity Derivatives Group in New York. Prior to Morgan Stanley, Jeff was on the investment team at Petra Capital Partners, where he was responsible for screening, researching, structuring and monitoring private equity investments in health care and information services companies. Prior to Petra Capital, Jeff was an investment banker at Robertson Stephens, where he executed a variety of public and private equity, debt and convertible offerings along with mergers and acquisitions in financial services, health care, and business services.  

Tarang Gupta hosts David Frank, Founder and CEO at Stonehaven. Stonehaven is a private capital markets FinTech operating system for investment bankers and placement agents to support companies and investors. In this episode you will hear about: - Pivoting a traditional financial services company into a fintech player - Building a capital markets operating system to automate fundraising and deal execution processes - Running a successful bootstrapped business and the right time to seek venture funding - His opinion on what makes a great CTO And much more! About David Frank David founded Stonehaven in 2001 and pivoted it into a fintech business in 2018. Prior to Stonehaven, he worked at Robertson Stephens in San Francisco. David graduated with honors from University of Michigan with a BBA, he is a CFA Charterholder, and holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. He is also an active member of the Young Presidents' Organization where he helps lead the Investment Banking Network. About Stonehaven Stonehaven's platform enables affiliate partners, companies, and investors to strategically connect across the globe, leveraging its operating system and collaborative community. Stonehaven, LLC is an SEC Registered Broker Dealer and FINRA Member Firm. Stonehaven is active across real estate, private equity, venture capital, private credit, hedge funds, long-only strategies, direct private placements, secondaries and M&A. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Bloomberg News Technology Reporter Mark Gurman discusses Apple racing to build a trove of software and services for its upcoming mixed-reality headset and opening retail stores in India. Bloomberg Markets Anchor Jon Erlichman reports on Netflix first quarter results that missed the average analyst estimates. Karen Dillon, Editorial Director at BanyanGlobal Family Business Advisors, talks about her book The Microstress Effect: How Little Things Pile Up and Become Big Problems—and What to Do about It. Bloomberg Businessweek Editor Joel Weber and Bloomberg News AI Reporter Rachel Metz share the details of Rachel's Businessweek Magazine story Talk Therapy Enters the Era of Chatbots. And We Drive to the Close with Jeanette Garretty, Managing Director at Robertson Stephens. Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg News Technology Reporter Mark Gurman discusses Apple racing to build a trove of software and services for its upcoming mixed-reality headset and opening retail stores in India. Bloomberg Markets Anchor Jon Erlichman reports on Netflix first quarter results that missed the average analyst estimates. Karen Dillon, Editorial Director at BanyanGlobal Family Business Advisors, talks about her book The Microstress Effect: How Little Things Pile Up and Become Big Problems—and What to Do about It. Bloomberg Businessweek Editor Joel Weber and Bloomberg News AI Reporter Rachel Metz share the details of Rachel's Businessweek Magazine story Talk Therapy Enters the Era of Chatbots. And We Drive to the Close with Jeanette Garretty, Managing Director at Robertson Stephens. Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

While most high school graduates spend the summer hanging out with friends or working at local amusement parks, Danielle Conkling was interning in downtown San Francisco with the PR and events team at Robertson Stephens. And she's been working in the banking industry ever since.Danielle is the director of corporate social responsibility and ESG (environmental, social, and governance) and serves as the ESG program lead for Silicon Valley Bank (SVB). Her unique role at SVB combines her passion for giving back to the community with her extensive experience in advising entrepreneurs and leaders in the innovation economy. Based in Menlo Park, California, her leadership of ESG efforts advances the sustainability and ethical impact of the company's investments and operations. Giving back both on and off the job, Danielle is a regional board advisory member of BUILD, which provides entrepreneurial experience to young people in under-resourced communities, and of Girls Leadership, a nonprofit organization whose workshops and training programs equip young girls to develop the power of their voices. She chats with host Scott Gale ‘19 discuss her start in the world of finance and banking, getting acclimated to Houston and its weather as an out-of-towner, the future of ESG, and her travels with her family. Read more about how Rice Business ranks #6 for best MBA for finance (Princeton Review).Episode Quotes:Reducing costs and creating efficiencies through ESG investments 31:21 - The investments in ESG actually allow companies to also reduce costs and create efficiencies over time. But again, that takes time. And a lot of it's new. So, there's that time that you need to kind of build it and then roll out and implement a lot of this work. And then, to realize the benefits also takes time. You know, I think most companies are just beginning that work right now. On what she really learned at Rice15:37 - I learned a lot about how to think and how to develop leadership skills and strategies in business beyond the more tactical work that you do. I realized that so much of the MBA program for me was really learning from my friends and my professors.Maintaining friendships with cohort for years after leaving14:56 - When we graduated, having those relationships where we all went off and reconnecting, how many years later and still having that commonality and that relationship to one another, and really those memories is, I think it's really special. For me, that's really what I got out of it.On being pregnant in the final months of her program18:58 -  I was able to graduate. And my son, who's now 13 and a half, was able to be there for my Rice graduation. I don't know if that makes him like an honorary owl or something, but he was in my belly and my classmates and my professors were so amazing about the whole thing.Show Links:Guest Profile:Danielle Conkling on LinkedIn

James Demmert, Chief Investment Officer of Main Street Research discusses his market and investing perspective and offers an outlook for 2023. Jeanette Garretty, Chief Economist with Robertson Stephens discusses her major economic stories of the day. And Dana Telsey, Founder and CEO of Telsey Advisory Group joins The Close to discuss holiday retails and offer a wrap up to the season and what US  shoppers spent. Hosts: Carol Massar, Tim Stenovec, and Romaine Bostick. See omnystudio.com/listener for privacy information.

James Demmert, Chief Investment Officer of Main Street Research discusses his market and investing perspective and offers an outlook for 2023. Jeanette Garretty, Chief Economist with Robertson Stephens discusses her major economic stories of the day. And Dana Telsey, Founder and CEO of Telsey Advisory Group joins The Close to discuss holiday retails and offer a wrap up to the season and what US  shoppers spent. Hosts: Carol Massar, Tim Stenovec, and Romaine Bostick. See omnystudio.com/listener for privacy information.

This Episode is Sponsored By: City National Bank Where can food industry founders turn for support in turbulent economic times? City National Bank's Justin D'Affronte steps in as guest host and speaks with LAGO Innovation Fund managing director Kevin Park for this special edition of The Food Institute Podcast. During this time of economic turbulence, Park shares his thoughts on how founders can obtain working capital without losing control of their companies, how to right-size a food business staff, and the importance of a long-term view when it comes to company growth. More About Kevin Park: Kevin is the managing director at LAGO Innovation Fund, an equity and debt fund that invests in high- consumer companies. He is also the founder of Simplepitch Ventures, a venture fund and advisory firm focusing on early-stage consumer companies. Over the past ten years, Kevin has invested, been a board member, and played interim C-level roles in several early-stage consumer and services companies including Kinder's, Pressed Juicery, Sticky's Chicken Fingers, Bare Bones, and Crunchies Food (acquired by Nagatanien). Previously, Kevin spent four years in private equity at Marwit Capital where he focused on consumer companies including Fire Grill (43 unit Burger King franchisee) and Pure Organic (acquired by Kashi). Previously, he was an investment banker at Mesirow Financial and Robertson Stephens. He graduated with a BA from Yale University and an MBA from Stanford. Thanks to Our Sponsor: City National Bank Our Food & Beverage group combines financial expertise with an insider's understanding of opportunities, challenges and trends. We get in the fields, the manufacturing plants and the warehouses to discover what our clients face, day in and day out. From processing and manufacturing to production and distribution, we'll help provide you with the solutions and advice you need to achieve your strategic financial objectives. Because we're more than transactions — we get out from behind the desk and into our clients' world. For more information, visit www.cnb.com/foodandbeverage. City National Bank Member FDIC

With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio. Guests: Michael Graham is a Managing Director and Senior Equity Analyst covering the Internet, Gaming and Digital Assets sectors, and benefits from over 25 years of investment experience. He was a sell-side Internet analyst at Robertson Stephens in the “Internet 1.0” boom of the late 1990s, and he spent five years on the buy-side as a TMT analyst at Columbia Threadneedle. During his career he has helped investors be early in identifying many of the high-growth “Digital Disruptor” Internet companies that have changed the rules in multiple sectors of the economy, including media, retail, gambling, transportation, and financial services, and has helped guide dozens of management teams through the public listing process. Mike joined Canaccord in 2011 and in addition to his analyst responsibilities also serves as the firm's U.S. Director of Research. Mike is a graduate of the U.S. Military Academy at West Point and former Infantry officer in the Army. He earned an MBA in Finance at the University of North Carolina at Chapel Hill and is a CFA charterholder. Technology, Media and Telecom Internet - AMZN, ABNB, DKNG, LYFT, UBER Jeff Blanco - Managing Director, Head of F/X • Treasury & F/X Sales at Canaccord Genuity.

The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM). Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles. Karen earned an MBA from the University of Southern California and a BA from San Diego State University. Karen holds the coveted CFA designation and is also a Certified Investment Counselor. Karen lives in Pasadena, California where she is active with several charitable organizations including the Order of the Holy Sepulchre and the Order of Malta. She enjoys food, wine, travel and hiking. She takes to heart the guidance offered by John Muir, “Of all the paths you take in life, make sure a few of them are on dirt.” --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Today's guest on Celebrations Chatter is Tracy Chadwell. Tracy is the founder of 1843 Capital, an early-stage venture capital firm built to make a difference by upholding the values of integrity, diversity, and distinction. Named to the inaugural Forbes “50 over 50” list and one of Entrepreneur Magazine's “100 Powerful Women,” Tracy is a sought-after speaker and prominent leader within the community of women founders, innovators, and entrepreneurs. She has been a speaker for the Nantucket Project, MIT, and TEDx NYIT, and has even given her expert testimony before a U.S. Senate Committee.    Tracy studied at Trinity College in Hartford, CT, before receiving her J.D. from Loyola University of Chicago. Before 1843, Tracy was a partner at Baker Capital and a Vice President at Robertson Stephens. Currently, Tracy serves on the Super Connector Board of Aging 2.0, a leading innovator in the Silver-Tech industry. Aging2.0's international, interdisciplinary and intergenerational community strives to accelerate innovation and address the biggest challenges and opportunities in aging.    Let's learn how Tracy shares it forward on this episode of Celebrations Chatter.   New podcast episodes released weekly on Thursday. Follow along with the links below: Sign up for the Celebrations Chatter Newsletter: https://celebrationschatter.beehiiv.com/    Subscribe to Celebrations Chatter on YouTube: https://www.youtube.com/@celebrationschatter  Follow @CelebrationsChatter on Instagram: https://www.instagram.com/celebrationschatter/    Follow @CelebrationsChatter on Threads: https://www.threads.net/@celebrationschatter  Listen to more episodes of Celebrations Chatter on Apple Podcasts:  https://podcasts.apple.com/us/podcast/celebrations-chatter-with-jim-mccann/id1616689192    Listen to more episodes of Celebrations Chatter on Spotify: https://open.spotify.com/episode/5Yxfvb4qHGCwR5IgAmgCQX?si=ipuQC3-ATbKyqIk6RtPb-A    Listen to more episodes of Celebrations Chatter on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5saWJzeW4uY29tLzQwMzU0MS9yc3M?sa=X&ved=0CAMQ4aUDahcKEwio9KT_xJuBAxUAAAAAHQAAAAAQNg  Visit 1-800-Flowers.com: https://www.1800flowers.com/    Visit the 1-800-Flowers.com YouTube Channel: https://www.youtube.com/@1800flowers  Follow Jim McCann on LinkedIn: https://www.linkedin.com/in/jim1800flowers/  Follow Jim McCann on X / Twitter: https://twitter.com/jim1800flowers (@Jim1800Flowers)

Tracy Chadwell, Founding Partner of 1843 Capital, sat down with Carta's Director of Product Marketing, Seif Salama, to talk about her experience in venture capital and launching her first fund. In this interview, Tracy discusses what led her to start her own fund, why she is passionate about investing in silver tech, and how the most rewarding work can occur in the second chapter of your career.After earning a J.D. from Loyola University of Chicago, Tracy spent the first part of her career as a lawyer and vice president at Robertson Stephens, a traditional investment firm. She noticed that only 2% of venture capital dollars went to women-founded companies. Initially, she founded 1843 Capital to address this funding disparity. The firm has since expanded to fund cybersecurity startups, as well as silver-tech companies, which focus on the needs of aging consumers.Recently, Tracy was named to Entrepreneur‘s list of 100 powerful women and the Forbes 50 Over 50 list. We discussed Tracy's approach to building her fund, her commitment to investing in technology geared towards improving the lives of people over the age of 50, and her belief that some of your greatest work can come from the “second chapter” of your career.Press play to hear more about Tracy's journey and 1843 Capital.Learn more about 1843 Capital ›

If you've been injured, and you're in the California or Nevada area, visit https://www.psblaw.com/ or call (310) 477-1700 to get one of the attorneys with the highest settlements/earnings for his clients of all the attorneys we've ever spoken with on your side. Panish | Shea | Boyle | Ravipudi LLP 11111 Santa Monica Blvd #700, Los Angeles, CA 90025 (310) 477-1700 Paul Traina is a trial attorney with Panish | Shea | Boyle | Ravipudi LLP, focusing his practice on litigating large and complex personal injury, wrongful death and product defect cases on behalf of injured individuals and consumers in California and Nevada. Mr. Traina is a fiercely competitive litigator and experienced trial attorney who has obtained over $3 billion in verdicts and recoveries for his clients. In 2019, Mr. Traina and Lyssa Roberts obtained a $10,650,000 settlement for a man who suffered catastrophic burns as a result of an explosion due to a gas leak. After graduating from Pepperdine Law School in 1991, Mr. Traina began his career as a defense attorney at Harrington, Foxx, Dubrow and Canter where he worked on personal injury and product defect cases, trying five cases in his first four years while at the firm. Prior to joining Panish | Shea | Boyle | Ravipudi LLP, Mr. Traina was a partner at the prestigious law firm of Engstrom Lipscomb & Lack from 1996 through 2017 where he litigated and tried cases involving class actions, personal injury, business litigation, qui tam, and securities actions on behalf of consumers and businesses. In 1998, Mr. Traina represented Fightertown U.S.A. in a securities fraud case against Robertson Stephens that resulted in a $7,000,000 jury verdict after a four-week trial. In 2006, he represented a former CEO of CarsDirect involving a wrongful termination action that resulted in a verdict for over a $5,000,000. In 2008, Mr. Traina was part of a team of lawyers that worked on the California Natural Gas Anti-Trust Cases which resulted in a settlement over $1,000,000,000 after a six week trial. He also In 2014, he represented Casablanca, a company that sold travel certificates, in a case brought against Wyndham Hotels for Breach of Contract and Fraud. After a 15-day jury trial, the jury returned a verdict for $3,500,000 and found that Wyndham was also liable for punitive damages. Mr. Traina is recognized as a Best Lawyers in America® as well as a Southern California Super Lawyer and is routinely a guest speaker and lecturer at Loyola Law School, CAALA, and Bridgeport, speaking on issues involving trial practice including Opening and Closing Arguments, Direct and Cross Examination, Depositions and Ethics. He has also been published in various legal publications which include topics involving Fiduciary Duties; Class Actions; Discovery Strategies; Qui Tam Actions and the False Claims Act. CF: https://youtu.be/QEGKajrVo9U http://www.theattorneypost.com/paul-traina-3-billion-winning-wrongful-death-attorney-and-personal-injury-litigation-expert-serving-california-nevada/

This week, Sumeru Managing Partner Kyle Ryland shares the distinction between private equity and growth capital, the power of strong company culture, and what Sumeru looks for in a founder. Kyle is the Managing Partner of Sumeru Equity Partners where he focuses on leading investments in software and hardware companies. He sits on the firm's investment committee. Prior to co-founding Sumeru Equity Partners, Kyle co-founded and served as Managing Director of Silver Lake Sumeru, the middle market investment strategy of Silver Lake and predecessor fund to Sumeru Equity Partners. He has over two decades of experience with private equity investments, venture capital, corporate finance, and mergers and acquisitions in the technology sector. Prior to co-founding Silver Lake Sumeru, Kyle was a Partner at Shah Capital Partners where he was responsible for mid-market technology private equity investments. Prior to joining Shah Capital Partners, Kyle was a Managing Director at Lehman Brothers and the head of Global Technology Investment Banking, where he served as an advisor to a number of leading technology companies. Prior to Lehman Brothers, he was a technology investment banker at Robertson Stephens and also worked in the firm's venture capital funds where he analyzed and executed venture capital investments. -- Our host Mark Healy is a writer, creator, and podcast producer. He is the VP of Content at Ceros, a software platform for interactive design, and one of Sumeru's portfolio companies.

Feeling overwhelmed or know someone who is? Then you need to listen to my conversation with Rebecca Zucker, an executive coach and founding partner at Next Step Partners. In this episode, Rebecca discusses preventative strategies for managing overwhelm and shares practices that leaders can take to restore calm and control in the workplace. We have more agency than we think to overturn overwhelm! ABOUT REBECCA: As an expert in both leadership development and career transition, Rebecca Zucker has coached leaders across the globe, from high-potential managers to CEOs. Rebecca has worked with Genentech, Google, eBay, Expedia, First Republic Bank, Nielsen, Quizlet, The Hewlett Foundation, the Stanford Graduate School of Business, and the Wharton School, among other organizations. She has conducted hundreds of workshops in the United States and abroad on leadership and career development, is a contributor to Harvard Business review and Forbes.com, and is frequently quoted in the press on career issues. Rebecca graduated as valedictorian from the Leonard N. Stern School of Business at NYU and later received her MBA from Stanford. Prior to founding Next Step Partners, she worked as an investment banker for Goldman Sachs in New York and held leadership positions at Disney EMEA in Paris and at Robertson Stephens. Twitter: @rszucker LinkedIn: https://www.linkedin.com/in/rebecca-zucker-nsp/ Read more: https://hbr.org/2019/10/how-to-deal-with-constantly-feeling-overwhelmed

Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a successful advisory practice during the pandemic. Ten members are featured here, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software, recruiting solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Frankie Corrado, CFP®, RLP®, Managing Director, Principal at Robertson Stephens; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Linda Leitz, CFP®, EA, President of Peace of Mind Financial Planning; Dani Parris-Exline, AFC®, Financial Advisor at Peace of Mind Financial Planning; Jane Young, CFP®, EA, President of More Than Your Money, Inc.; Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning; Mike Stanton, CFP®, Principal of Stanton Financial Planning; Ross Schmidt, President of Aspen Wealth Planners; Anabel Diaz, CFP®, Financial Associate at Natural Bridges Financial Advisors; Bert Whitehead, MBA, JD, Founder of the Alliance of Comprehensive Planners; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning

Hello Podcast listeners, Today is a very special episode with Chris Knapp, Managing Director and Principal at Robertson Stephens. Chris has over 36 years of experience as an investment advisor and entrepreneur. He began his career at Brown Brothers Harriman In New York. He co-founded and served as CEO for Chilton Capital Management in Houston. Chris earned his BA in Art History and History from Williams College. In today's episode we discuss his approach to investing, financial planning, and the importance of ESG. This episode was recorded Nov 1st 2021. I want to welcome Chris to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Matt SteereManaging Director & Co-Head Healthcare Investment Banking, Medical Technologies & DiagnosticsMatt has extensive experience in public and private financings, buy-side and sell-side transactions and fairness opinions in the Healthcare sector. Before joining Canaccord in 2007, he worked in First Albany's Healthcare Investment Banking Group. Matt was instrumental in building their Healthcare franchise into one of the most active boutique investment banks focused on the Life Sciences sector and was head of their West Coast Investment Banking efforts. Before this, he worked in the mergers and acquisitions group at Robertson Stephens, focusing on the Life Sciences practice and also worked at PaineWebber. Matt graduated with a Master of Business Administration from the University of Virginia and earned a BA from St. Lawrence University.Contact:msteere@cgf.com+1 415 229 0640

Roman Polnar is the Founder and Managing Partner at Pillar6 Advisors LLC, a financial planning and wealth advisory firm focused on serving successful individuals and families with active lifestyles. Pillar6's approach to goal setting, money coaching, and planning integrates the five pillars of personal finance, helping clients achieve success. Roman is also a Partner at Pillar6 College Planning, which helps students and families with financial aid preparation.  Currently, Roman is a Board Member and Chair of the Business Circle for Hebrew Free Loan of San Francisco. He has over two decades of experience in finances and has held previous roles at Robertson Stephens, Northwestern Mutual Financial Network, and Lenox Advisors. In this episode… College tuition has increased dramatically over the years, rising above the cost of healthcare and making education unaffordable for many families. However, there are resources that can help you cut the cost of tuition and decrease the amount of student loan debt — no matter your salary.  Roman Polnar is dedicated to helping people get tuition aid and make smarter financial decisions. According to Roman, college tuition has gotten more expensive, but the financial aid forms haven't gotten much easier. However, he's got some advice on filling out the forms and preparing for college expenses. Since the FAFSA is on a first-come, first-served basis, you want to start the process early — but you never want to rush it. What other tips does Roman have to save money and get the most out of your financial aid?  In this episode of This is Concrete, Chad Gill talks with Roman Polnar, Founder and Managing Partner at Pillar6 Advisors LLC, to answer all of your financial aid questions. Roman shares tips for business owners (and others) filling out the FAFSA form, applying for need-based and merit-based financial aid, and avoiding common — but costly — mistakes. Plus, Roman provides plenty of resources to guide you through the financial aid process. You don't want to miss it!

Melody's very special guest on the podcast this week is Darren Oberst, Senior Corporate Vice President and Global Head of HCL Software. Formally educated in the fields of Law, Physics, and Philosophy, Darren has built upon his lifelong interest in technology, especially coding, to become a leader in product and corporate development throughout the world. Today, he takes listeners through the journey of his career, offering valuable insights into the world of technology, AI, and leadership, which are as fascinating as they are informative.  Darren begins by describing the role that his background in natural science and the humanities played in the vast amount of success he has enjoyed throughout his career, particularly his innovative work with HCL. A passionate hobbyist in ML development and research, Darren also has a great deal to share about the success criteria necessary when developing and testing models. This, paired with his many years of international experience, render him a leadership expert with extensive insights and helpful advice in this area as well. As you listen in, the sheer amount of information and wisdom which Darren possesses will strike you, along with the sincere enthusiasm this seasoned professional brings to the work that both inspired him as a child and continues to excite and drive him forward today. Before becoming a part of the founding team of HCL Software, Darren spent 10 years at IBM in a diverse set of leadership roles and had also launched and run businesses throughout the world. He has served as the Senior Vice President and General Manager for webMethods, a leading e-business infrastructure software company, and started his career in Silicon Valley as an investment banker at Robertson Stephens. Darren has a JD with Honors from Harvard Law School and a BA summa-cum-laude from UC-Berkeley with dual degrees in Physics and Philosophy.   Episode Highlights:  1:51 Darren's educational history and its role in his journey to professional success 6:03 His role at HCL and its integration of AI 15:09 Darren's hobby as a ML developer/researcher and its impact on his perspective regarding models 29:05  His methods for becoming a successful leader 33:47  Darren's vision of the future for AI Soundbites from the Expert: Darren's educational history and its role in his journey to professional success  2:04   “I think it gave me a pretty broad set of skills, just in terms of...critical thinking, breaking down...problems, coming at it from a lot of different angles.”   His role at HCL and its integration of AI  10:05   “A big...part of our playbook has been, ‘let's get the right foundation in place, let's not try to solve every problem, you know, until we're ready for it.'”   11:35 “That's very much the way that we sort of rolled out our cloud strategy - crawl, walk, run - focus on making sure the product is right before you just sort of throw it up on a cloud, and make sure that you have a differentiated strategy.”   13:28 “I think in the real world, start with the simplest model, the simplest solution that you have, make sure that you've got really good data and really good data quality, and that's usually the best place to start in any kind of AI initiative.”   Darren's hobby as a ML developer/researcher and its impact upon his perspective regarding models  16:15 “These types of predictive technologies grounded in machine learning aren't going away. They are the future, you know, they've become more prevalent in our life today than they were five years ago. They're going to be even more prevalent in our life five years from now.” 20:43 “I think when there's a good clear objective that's well defined, I think when the scope is relatively narrow, when the data is pretty high quality, I think you could have a ton of success.” 22:29 “In every day, I'm personally probably torn...

The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.  

"In order to effectively lead others in increasing complexity, leaders must first learn to lead themselves." - Rebecca Zucker Today my guest is Rebecca Zucker, founding partner at Next Step Partners, a leadership development firm with offices in San Francisco, New York, and LA. We discuss her recent HBR article that outlines six strategies for improving a leader's ability to learn, develop and navigate our increasingly complex world. Prior to founding Next Step, Rebecca worked as an investment banker for Goldman Sachs, and spent time as VP, Learning & Development at Robertson Stephens. She holds a degree in International Business from NYU, as well a MBA from Stanford.   In today's episode, we cover: How to embrace discomfort as a normal part of navigating choppy waters The important difference between complicated and complex Why resisting oversimplification can lead to better decision making Why high achievers need to let go of perfectionism, and much more! If you find this episode valuable, please rate us on Apple Podcasts!   The Difference Between Complicated VS. Complex Problems Complicated problems are figure out-able. There could be someone who has an expertise that can be applied where an answer can more or less be determined. With complex challenges, there is no one right answer. An example of this would be trying to solve climate change. There's not a clear single answer. Leadership and Humility You take people in the hospitality business or travel business, they were much more adversely affected [by COVID-19]. So how do you address that or mitigate the losses you incurred? Those things are really challenging. Different businesses and different people were certainly affected differently, but I think dealing with those challenges also requires some humility – that we don't have all the answers and that we need to work together to find the best solution. Why You Get Overwhelmed With Challenges Part of what makes these challenges overwhelming for leaders is because they feel isolated, and they feel pressured to come up with a solution and to be the ‘savior'. And they don't need to do this. This is everyone's challenge together. It would be good for leaders to reach out to other team members who may have good ideas and reach out to people on the front line as well who may see things that you don't see.   Links and Resources Connect with Rebecca: LinkedIn, Twitter and Email

BIO: Kevin Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. STORY: During the Dot-com boom, Kevin came across Amazon, but he dismissed it as just a bookstore not worth its valuation. He decided to short Amazon and lost a third of his net worth at the time. Had he bought the stock instead of short selling it, he would be $50,000 richer today. LEARNING: Short selling is a bad investment idea. Nobody can do a perfect valuation; always know that you are working with estimates.   “Good judgment comes from experience, and experience comes from bad judgment.” Kevin Carter   Guest profilehttps://www.linkedin.com/in/thekevintcarter/ (Kevin Carter) is the Founder and CIO of thehttps://emqqetf.com/ ( Emerging Markets Internet & Ecommerce ETF) (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ, Kevin was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Kevin was the Founder & CEO of Active Index Advisors, acquired by Natixis in 2005, and the Founder & CEO of eInvesting, acquired by ETRADE in 2000. Kevin received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company. Worst investment everIn the late 90s, Kevin was a very confident young value investor. He wanted to be like the likes of Warren Buffett. He had worked as an analyst professionally and got paid very well by hedge funds and mutual funds for his research. The Dot.com boom hitsThe Internet showed up, and then the Dot-com bubble burst. Kevin was relatively successful at that point and confident but also a bit naive. Kevin got wind of a new e-commerce company, Amazon, but he thought of it as just a bookstore. He believed that it shouldn’t be valued any differently. He spent a lot of time comparing Amazon to Barnes and Noble and was convinced that it would not amount to much. Kevin concluded that with a $1.4 billion market cap, Amazon’s stock would sell for just a fraction of that. He even predicted that the company would be lucky to sell for $200 million in cash. Short selling AmazonKevin decided to short Amazon in March of 1998. He lost about a third of his net worth in a day and a half. Amazon’s current market cap is $1.6 trillion. Had Kevin not short sold Amazon and instead bought the stock, his position today would be worth $50,000. Lessons learnedDon’t make valuation shortsShort selling to make money is a bad idea because it has complicated mathematics behind it. Most of the time, it is just not worth it. The other problem is when you short something, and you’re wrong, your exposure gets bigger. Andrew’s takeawaysLet go of hindsight biasWhen people make mistakes, they will often engage in hindsight bias. They look back and wish if only they had done this or that. The truth is, when you are making decisions, you’re making them with the best information you have and the application of your judgment at the time. Nobody can do a perfect valuationIt is tough to make a 100% correct evaluation. The solution is always to question everything when developing a valuation estimate and accept that it is an estimate. Actionable adviceUnderstand and work with thehttps://www.investopedia.com/investing/use-pe-ratio-and-peg-to-tell-stocks-future/ ( price-to-earnings-to-growth (PEG) ratio) when picking a stock. No. 1 goal for the next 12 monthsKevin’s number one goal for the next 12 months is to have fun and try to re-enter the real world. Parting words  “Have fun and enjoy the rest of the year.” Kevin Carter   [spp-transcript]   Connect with Kevin Carterhttps://www.linkedin.com/in/thekevintcarter/ (LinkedIn) https://twitter.com/thekevintcarter (Twitter) https://emqqetf.com/ (Website) Andrew’s bookshttps://amzn.to/3qrfHjX (How to Start Building Your Wealth...

In this episode we are joined by Matthew Tippetts, Co-Founder & CEO of Clik. Matthew founded Clik in 2016 and is one of the most well funded startups in Cambodia having raised $4M since inception. As the CEO of Clik, Matthew aims to provide brick and mortar businesses with consumer insights beyond what is available online. By bridging the gap between merchants and their customers, Clik enables them to create a personalized consumer experience, provide a seamless secure payment and simultaneously grow their profitability. Matthew is an experienced global entrepreneur, with over 20 years of experience in Telecom, Media and Technology, first as an investment banker, having worked for San Francisco-based leading technology investment bank Robertson Stephens and having done over 30 transactions (IPOs, private placements, M&A). Then as a hedge fund analyst, having worked for Citadel, the $30bn multi-strategy fund and finally as an advisor. He has extensive knowledge in both developed and emerging markets, especially in Cambodia where he has resided for nearly ten years and Myanmar. What we get into: - Why Cambodia is a perfect market for global technology startups to trial and iterate products for scaling regionally (12m people of Facebook, 70% under 30, highest affordability of data in the world etc.) - Strategies for overcoming challenges in investors relations when presenting Cambodian startups to international investors - Extent to which the fintech market in Cambodia is fragmented (60+ MFIs, 50+ banks, 30+ payment platforms)

Lee Richter, CEO, Richter Communication and Design Group, a DotCom Magazine Exclusive Interview DotCom Magazine welcomes Lee Richter, an award-winning, dynamic business innovator and a visionary recognized for the 7th consecutive year by the San Francisco Business Times as one of their Top 100 Women Business Leaders. For more than 25 years, she has launched a dozen successful businesses in the financial, education and lifestyle sectors. Her unique vision and drive revolutionizes business as her companies produce hundreds of jobs, educate tens of thousands of people and make millions in revenue. Lee is a business strategy genius. As the CEO of Richter Communications and Design Group, she is passionate about designing and launching marketing campaigns and products that represent her mission and her values. Her business acumen and talent has generated national and international results with clients such as Bank of America, Merrill Lynch, Robertson Stephens, Autodesk, Stanford Research Institute, Edmunds.com, The Pet Concierge and Del Webb among others. https://goasklee.com/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Molly Lindquist is a leading patient advocate and founder of Consano, a crowdfunding platform for medical research. Molly has a long history of professional work. After graduating from Stanford with a degree in economics, she worked as an investment banking analyst in the consumer group at Robertson Stephens before transitioning to World Market, where she traveled the globe sourcing products, and then doing company planning for Banana Republic and Gap. Molly's focus on patient advocacy began in 2011 when she was diagnosed with breast cancer at the age of 32. Her focus with Consano is helping facilitate the connections between individuals and medical research projects and has met with great success. Her slogan of Hope. Honor. Heal is a great representation of patient advocacy at its finest. In this interview, Molly shares her incredible story of her journey through breast cancer as well as her desire to affect the broader aspects of health by becoming an entrepreneur and starting Consano.