Podcasts about salomon smith barney

While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh doesn't just invest in the future—he sees it coming before almost anyone else.    In this conversation, we explore:  The rapid evolution of AI and potential bottlenecks slowing its growth  The geopolitical battle for technological dominance and rise of sovereign AI models  How advances in automation, robotics, and defence are shifting global power dynamics  Josh's unfiltered thoughts on Tesla and Elon Musk  AI's revolution of medical research  Parenting in a tech-dominated world  How AI is forcing us to rethink creativity, intellectual property, and human intelligence itself  Why the greatest risk isn't AI itself—but our ability to separate truth from noise    Despite the challenges ahead, Josh remains profoundly optimistic about human potential. He believes technology isn't replacing what makes us human—it's amplifying it. This episode will challenge how you think about innovation, risk, and the forces shaping our future. If you want to stay ahead of the curve, you can't afford to miss it.    Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. He previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. Josh is a columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report.  (00:00:00) Introduction (00:01:42) Interview with Josh Wolfe (00:02:46) Current Obsessions (00:05:11) AI and its Limitations (00:10:58) Memory Players in AI (00:13:27) Human Intelligence as a Limiting Factor (00:15:38) Disruption in Elite Professions (00:17:15) AI and Blue-Collar Jobs (00:18:29) Implications of AI in Coding (00:19:40) AI and Company Margins (00:25:48) AI in Pharma (00:26:44) AI in Entertainment (00:28:04) AI in Scientific Research (00:30:24) AI in Scientific Research (00:33:31) AI in Patent Creation (00:34:49) AI in Company Creation (00:35:33) Discussion on Tesla and Elon Musk (00:40:54) AI in Investment Decisions (00:42:20) AI in Analyzing Business Fundamentals (00:45:27) AI, Privacy, and Information Gods (00:53:04) AI and Art (00:56:43) AI and Human Connection (00:58:22) AI, Aging, and Memory (01:00:46) The Impact of Remote Work on Social Dynamics (01:03:18) The Role of Community and Belonging (01:05:44) The Pursuit of Longevity (01:11:58) The Importance of Family and Purpose (01:14:18) Information Processing and Workflow (01:23:00) AI and Personal Style (01:26:03) Investment in Military Technology (01:28:09) Global Conflict and Military Deterrence (01:31:28) Information Warfare (01:32:32) Infiltration and Weaponization of Systems (01:37:06) Infrastructure Maintenance and Growth (01:38:27) DOGE Initiative (01:40:09) Attracting Capital and Global Competitiveness (01:43:16) Attracting Talent and Immigration (01:45:42) Designing a System from Scratch (01:47:30) AI and Intellectual Property (01:51:56) The Fear of AI (01:53:57) Defining Success (01:55:38) Closing Remarks   Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Matt: I'd say, at the end of the day, it's passion.The IPO market has long been an exclusive club, dominated by institutional investors and the ultra-wealthy, while everyday investors are left watching from the sidelines. Matt Venturi, Founder and CEO of ClearingBid, Inc., is changing that. With decades of Wall Street experience, he saw firsthand how outdated systems and entrenched practices created barriers for smaller investors. Now, he's pioneering a platform that levels the playing field, allowing everyone to participate in IPOs through their brokers, breaking down long-standing financial barriers."What we're really doing is allowing everybody to come in at that IPO price and be able to have their order seen and recognized," Matt explained. Traditionally, Wall Street has prioritized its biggest institutional clients, giving them first access to newly issued stock at a discounted price, while retail investors are left to buy shares in the secondary market at inflated prices. ClearingBid is disrupting this system by introducing transparency, connectivity, and inclusion—core values that drive the company's mission.For companies going public, ClearingBid offers a revolutionary approach to capital raising. Rather than relying solely on institutional investors, companies can now cast a wider net, tapping into affinity investor groups and everyday market participants. This shift not only democratizes access but also builds a more engaged and loyal shareholder base. Matt pointed to Reddit's IPO as a cautionary tale: "Only 7% of that offering ended up going to Reddit users—93% went to the big institutions. Those who wanted in on the IPO were left buying shares later at higher prices."Beyond its innovation in IPOs, ClearingBid is proving the power of regulated investment crowdfunding. The company raised $5 million from 3,900 investors in a campaign that far exceeded expectations. "At first, I wasn't sure it was the right approach for us, but it turned out to be an incredibly positive experience," Matt shared. "Our investors aren't just backers—they're evangelists. They believe in our mission and help us spread the word."With the success of its crowdfunding campaign and its game-changing IPO platform, ClearingBid is poised to shake up Wall Street. By opening access to IPOs for all investors, Matt Venturi isn't just leading a company—he's leading a movement.tl;dr:* Matt Venturi is revolutionizing the IPO market by making it accessible to retail investors through ClearingBid.* Traditional IPOs favor institutional investors, but ClearingBid aims to create a more inclusive and transparent system.* Matt raised $5 million via regulated investment crowdfunding, demonstrating the power of affinity investors.* His superpower, passion and conviction, fuels his ability to challenge industry norms and drive meaningful change.* Entrepreneurs can learn from Matt's success by mastering fundamentals, rallying support, and leading with enthusiasm.How to Develop Passion and Conviction As a SuperpowerMatt Venturi's superpower is passion and conviction. Throughout his career, from Wall Street to entrepreneurship, he has harnessed these qualities to push forward transformative change in the financial industry. "You have to be passionate about what you do," Matt said. "When you're speaking to something that you truly believe in, that conviction gives you the confidence to go toe-to-toe with the best in the industry."One of the most compelling stories that illustrates Matt's passion occurred as he worked to launch ClearingBid. Many skeptics doubted whether he could challenge Wall Street's entrenched system of IPO allocations, questioning if a more inclusive approach could truly work. But instead of backing down, he leaned into his conviction, tirelessly advocating for a system that allows retail investors to participate in IPOs at the same terms as institutional players. His relentless drive led to a $5 million crowdfunding raise and the launch of a platform poised to redefine capital markets.For those looking to develop passion and conviction as strengths, Matt offers key insights:* Master the Fundamentals – A strong foundation in your field provides the confidence to take bold steps.* Surround Yourself with Supporters – Find a team and a community that believes in your mission.* Be a Cheerleader – Lead with enthusiasm, especially in tough times.* Welcome Skepticism – Use criticism as fuel to refine and strengthen your approach.* Celebrate Wins, Learn from Setbacks – Resilience is essential for maintaining conviction over the long haul.By following Matt Venturi's example and advice, you can make passion and conviction a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileMatt Venturi (he/him):Founder & CEO, ClearingBid, Inc.About ClearingBid, Inc.: ClearingBid is the world's first and only IPO network. ClearingBid opens IPO investing for all, drives true market-based pricing, assures equitable allocations, and creates economic value for companies, investors and the entire investment ecosystem.Website: www.clearingbid.comX/Twitter Handle: @clearingbidCompany Facebook Page: fb.com/ClearingBid/Biographical Information: Matt is the Founder & CEO of ClearingBid, Inc., a proprietary offering platform developed to provide fair and open access to IPOs and new security issues. Matt previously founded a middle-market investment bank. Between 1998 and 2001, he worked with Houlihan Lokey as the Managing Director responsible for the investment banking efforts in San Francisco, where he initiated the firm's Technology Banking Group and cross-border capabilities while serving as a member of the firm's Investment Banking Committee, Finance Committee and Strategic Alliance Committee. Previously, Matt was with Salomon Smith Barney's Corporate Finance Division for 12 years, including serving as the Managing Director responsible for the Western Region Emerging Growth Group and as a senior member of the firm's Financial Restructuring Group. He was responsible for developing several new product initiatives, including a proprietary franchise finance program, the firm's initial asset-backed financing efforts and the High Yield Debt Financing Group. Prior to Salomon Smith Barney, he worked with Merrill Lynch & Co. in New York between 1979 and 1983, initially as a Corporate Intern and subsequently in several sales and capital markets-related areas, including Corporate Syndicate. He is a Certified Turnaround Professional (CTP) with Turnaround Management Association and is recognized as an “Industry Veteran.” Matt received a BS degree in Commerce from Santa Clara University and an MBA degree from New York University's Stern Graduate School of Business.X/Twitter Handle: @mattventuriLinkedin: fb.com/ClearingBidInstagram Handle: @clearingbidSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Solvari, Health Care Originals and Arcade Therapeutics. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.* Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on February 18, 2024, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.* SuperCrowdHour, February 19, 2025, at 1:00 PM Eastern. Devin Thorpe will lead a session on "Calculating Your Funding Needs," providing essential guidance for entrepreneurs and impact-driven businesses to determine the right amount to raise for sustainable growth. Whether you're preparing for your first crowdfunding campaign or planning to scale, this is a must-attend! Don't miss it!* Superpowers for Good Live Pitch for Q1-25, March 12, 2025, at 8:00 PM ET. The application window for the 1st quarter live pitch event is now open. Apply here.* SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Community Event Calendar* Successful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events* Capital Raise Strategies for Purpose Driven Enterprises, hosted by PathLight Law, February 25 at 1:00 PM ET.* Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.* NC3 Changing the Paradigm: Mobilizing Community Investment Funds, March 7, 2025* Asheville Neighborhood Economics, April 1-2, 2-25.* Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:* Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefitting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Barry O'Callaghan is the Chairman and CEO of AKLO Capital (a private investment office) His story is growing a small educational software company, Riverdeep, into the largest K-12 publishing company in the US educational system.After getting a law degree from Trinity College he joined an investment bank - first in the London office, then 2 Hong Kong , before moving to New York City to work at Salomon Smith Barney near the beginning of the dot-com bubble. There he helped a few internet companies to go public and realised he was good at finance.These days he's involved in a wide range of his own businesses from hospitality to not for profit enterprises in Ireland and elsewhere.He left CWC in 1987 and originally hails from Mitchelstown.

Tune in for our centennial celebration!In this special milestone episode, we're celebrating the 100th episode of Facts vs Feelings with a live audience and special guest Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors. Together with hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, Tom discusses market outlooks, evolving investment strategies, and key economic trends shaping the future.What's next for the S&P 500? How do historical patterns and Fed actions impact today's market? And why should financial advisors pay close attention to demographic trends and Bitcoin? Tom Lee offers his bold predictions, including the path to S&P 15,000 and the evolving role of Bitcoin in investment portfolios.They discuss: Tom's bold prediction: S&P 500 reaching 15,000 by 2030The impact of demographic trends on long-term market cyclesNavigating short-term volatility, particularly in September and OctoberInsights into Bitcoin's potential and its role in a diversified portfolioThe Federal Reserve's rate cuts and their influence on market outlookStrategies for small-cap stocks in a shifting economyAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Tom Lee: X: Tom LeeWebsite: FundstratConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan's Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.

To quote Pearl Zhu, “Systems Thinkers shape a worldview based on the realization of interconnectedness” With that in mind, welcome to this insightful Investing Matters interview with the hugely successful former Investment Banker, now Head of Primary Markets – Americas for the London Stock Exchange Group, Chris Mayo CFA. As the Head of Primary Markets - Americas at London Stock Exchange Group, Chris provides guidance to companies and their shareholders on their bespoke financing requirements and strategy. He helps companies from the Americas across all sectors access high quality institutional capital in London's public markets. Chris has close to 30 years of corporate finance experience in New York and London as an Investment Banker for Barclays, Salomon Smith Barney, Citigroup and Schroders and has completed numerous M&A and equity transactions. Before taking up primary markets responsibilities for the Americas, Chris spent two years as the LSE's specialist in London on the technology and life science sectors with a focus on building LSE's relationships with venture capital investors. Immediately prior to joining LSE, Chris spent 3 years as an investor and Head of Strategy for an early-stage cloud networking technology managed services company, which exited to a UK technology company. Salford, UK born Chris is a huge Manchester United fan with historic connections to the football club. He holds a First Class Honours Degree in International Business and German from Aston University, a Masters in International Affairs from Columbia University and is a CFA Charterholder. In this Investing Matters interview, Chris gives a brief overview of his roles and responsibilities at London Stock Exchange Group, the value-added global financial access available via London, his unique transatlantic perspective on markets / listings / equity culture, his personal investing strategy and much more. Topics and discussions also include: -Junior Analyst to Investment Banker dealmaker -Working on the minority Liverpool FC stake sale to Granada TV - Experiences of the Dot com Boom & Bust, 911, Financial crisis, working on interesting deals -Being a “staffer” -Regulatory changes/ Audit / Accounting / Sarbanes-Oxley controls -Initial Public Offerings (IPOs) -Career journey & roles with London Stock Exchange Group -LSEG's Lifesciences & Tech initiatives -The vital role that the London Stock Exchange Group plays in the Private and Public markets -The positives & advantages of listing in the UK -Venture Capital / Private Equity -Capital raising for small and large companies -Investing reforms needed -Listings including, Diversified Energy / MaxCyte / Microsalt / Helix Exploration / Boku -Equity culture difference between US & UK investors -British ISA -Investing diversification -Stamp Duty -Pensions / Pensions allocations -Visibility & Awareness -Performance of US IPO market -Personal investing strategy / having the courage of your investing convictions -Investing in ETFS & actively managed funds -London Stock Exchange Group is a tech company -Shein & Raspberry Pi future UK listings -Global access to financial markets via London -Valuation differentials -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.

This month, Brett Jefferson, Founder and Co-Chief Investment Officer at Hildene Capital Management, joins your host Brian Bejile, CEO of Octaura, on The Ramp Up. Brett has charted an impressive career by looking at things differently. From the early days of navigating his education and passion for lacrosse at Syracuse University to landing on Wall Street and teaching himself the world of structured credit, Brett's refusal to fail and his focus on innovation has led Hildene to become a multi -award winning asset manager, and there's a lot more on the horizon for the firm.About BrettMr. Jefferson is the Founder and Co-Chief Investment Officer of Hildene Capital Management, an asset management firm specializing in structured finance investments. Mr. Jefferson oversees all firm investment decisions and strategies. With over 25 years of combined experience in the structured finance market and the option arbitrage industry, Mr. Jefferson led Hildene to the Wall Street Journal (formerly Barron's) Top 100 Annual Hedge Funds list for a seven-consecutive year period.Prior to founding Hildene, Mr. Jefferson was a Senior Portfolio Manager of the Marathon Structured Finance Fund, which had no down months during his tenure. Prior to Marathon, he worked in the Structured Credit Products groups at Salomon Smith Barney and Chase Securities.Mr. Jefferson graduated with a BA from Syracuse University and an MBA from J.L. Kellogg School of Management at Northwestern University. Mr. Jefferson serves on the board of SILAC Insurance Company. Additionally, Mr. Jefferson is very active in the community. He is a member of the board of directors of the Tewaaraton Foundation, which annually awards the Tewaaraton Trophy to the best college lacrosse player in the nation; as well as a board member of the Premier Lacrosse League (PLL). In 2023, Mr. Jefferson was awarded the Syracuse University Letterwinner of Distinction in recognition of his success after graduation and his mark on the athletics program.

" Do not go where the path may lead. Go instead where there is no path and leave a trail".  Dr. Venera N. Anderson is a global strategy advisor and published author on sustainability and climate issues. She creates and implements innovative solutions that address the world's most pressing issues, such as climate change, economic development, and humanitarian challenges. In this episode, Dr. Anderson shares her diverse experiences ranging from Wall Street to global sustainability projects, emphasizing her focus on clean energy technologies, especially green hydrogen. She discusses the challenges and opportunities in scaling green hydrogen globally, the importance of an equitable energy transition, and her contributions to various international projects. Her insights into the evolution of career paths, the significance of portfolio careers, and her personal journey through the realms of finance, academia, and sustainability advocacy offer a comprehensive view of the complexities and potential solutions in the fight against climate change.   Some useful links and full bio Biography: Following her tenure on Wall Street at Salomon Smith Barney, Bank of America, Goldman Sachs, and Credit Suisse, Dr. Venera N. Anderson is now an independent global strategy advisor and published author on sustainability and climate issues. She creates and implements innovative solutions that address the world's most pressing problems, such as climate change, economic development, and humanitarian challenges. Dr. Anderson primarily focuses on international projects in clean energy/tech sectors and proprietary analytical research.  Dr. Anderson is a member of the Harvard Business Review Advisory Council, an International Expert in "Women in Green Hydrogen," Rotary International's Paul Harris Fellow, and a recipient of the USA President's Volunteer Service Award for outstanding dedication to the mission of the American Red Cross. Dr. Anderson is also a co-author of the "Touching Hydrogen Future" book (2023, 2nd ed.), author of "The Fight Against Poverty in the BRICS countries: Historical: Socio-Economic, and Political Aspects" (2020), and co-author of 5 other books on poverty in transitional economies (2003-2020).        Dr. Anderson is a LinkedIn's "Top Renewable Energy Voice," an illuminem's #1 "Energy”(2023); #6 “Hydrogen” and #9 “Energy Transition”(2022) Global Thought Leader of the Year; and Top 100 “Global Female Sustainability Leader." With a combined audience of over 200,000 and insights from 1,300+ experts, illuminem is at the forefront of sustainability and energy discussions.             During the recent years, Dr. Anderson spoke at the “Wall Street Green Summit,” “Tech Up for Women,” and “Sustainable Finance Podcast” about her vision for developing coastal US green hydrogen hubs. This year, Dr. Anderson is scheduled to speak at Japan's Energy Summit about her new nexus-integrated policy framework to improve Japan's energy and environmental security, resilience, and reliability.  She was also invited to become a member of the judging committee of the Summit's Climate Tech/Young Leaders Initiative.   Links: Illuminem articles: https://illuminem.com/illuminemvoicesprofile/venera-n-anderson “Touching Hydrogen Future” (2nd ed) book: https://europeangasmarket.eu/ Venera. N. Anderson's Linked-In profile: www.linkedin.com/in/venera-n-anderson-ph-d      

Host Chris Murray talks with Desmond Lachman who joined AEI after serving as a managing director and chief emerging market economic strategist at Salomon Smith Barney. He previously served as deputy director in the International Monetary Fund's (IMF) Policy Development and Review Department and was active in staff formulation of IMF policies. Mr. Lachman has written extensively on the global economic crisis, the U.S. housing market bust, the U.S. dollar, and the strains in the euro area. At AEI, Mr. Lachman is focused on the global macroeconomy, global currency issues, and the multilateral lending agencies. Experience Adjunct Professor, Georgetown University, 2010 Adjunct Professor, Johns Hopkins University, 2009 Managing Director and Chief Emerging Market Economic Strategist, Salomon Smith Barney, 1996-2003 Deputy Director, Policy Development and Review Department, International Monetary Fund, 1994-96 Senior Adviser, European Department, 1990-94; Division Chief, Western Hemisphere Department, 1984-90, International Monetary Fund Education PhD, economics, Cambridge University BA, University of WitwatersrandSee omnystudio.com/listener for privacy information.

Heather Bellini is an Industry Partner at Motive, and a President and Chief Financial Officer at InvestCloud, a global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry and portfolio company of funds advised by Motive.Heather Bellini has previously served as a Partner and Managing Director at Goldman Sachs for nearly 10 years, leading the Technology Research Group, before joining cybersecurity software company Deep Instinct as CFO in 2021. At Goldman Sachs, Bellini led the Technology Research Group and served as an equity research analyst, specializing in software and technology companies. During her time at Goldman, she led the research diligence and investor education for 20 initial public offerings across the software sector. She spent her entire career in financial services and technology, having worked as a Senior Managing Director at ISI Group, Managing Director at UBS Investment Bank, and Analyst at Salomon Smith Barney before joining Goldman Sachs in 2011.Heather Bellini has served on InvestCloud's Board of Directors as Chair of the Audit Committee since May 2022.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners' investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Dean Keller, a partner in boutique advisory firm Independence Point Advisors, joins the podcast this week to discuss lessons learned from his days as a junior energy banker in Salomon Smith Barney where he worked with Enron, prior to its bankruptcy, amongst other independent power producer giants.Keller goes on to discuss the hurdles and solutions in developing energy storage and what is coming down the pike as the energy transition industry attracts and deploys increasingly large amounts of capital.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community. 

As the financial markets remain on the rise and unpredictable...It is critical to seek guidance and insights from experts who have a complete understanding of market dynamics which is crucial for investors and enthusiasts alike.In this episode, Ryan Detrick & Sonu Varghese sit down with Tom Lee, Managing Partner & Head of Research at Fundstrat Global Advisors, LLC. They chat about Tom's perspective on the bull market and how he stays informed about the markets. They also talk about international perspectives, demographics, and credit in market growth. Additionally, they touch on inflation, the Fed's actions, and the importance of mentors.Tom discusses: What he looks at first thing in the morning regarding the marketsThe reasons behind his bullishness at the start of the yearHow regional biases impact market outlooks in Europe, Asia, and Latin AmericaHis motivation for leaving JP Morgan and starting his own research companyHow demographics and credit play a role in understanding growth and market trendsThe importance of maintaining a sense of humor in the unpredictable marketThe potential trajectory of inflation and the Fed's possible actions in the futureThe influential mentors in his career and the importance of finding a good mentorAnd more!Resources:Sign up here for a 30-day free trial and 10% off a future Fundstrat subscriptionConnect with Tom Lee: LinkedIn: Tom LeeFundstrat - WebsiteConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest: Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan's Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy, and Telecom Services.Mr. Lee received his BSE from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charter holder and is an active member of NYSSA and the NY Economic Club.

In today's episode of Tech Talks Daily Podcast, I am joined by David Schwed, the COO of Halborn, an award-winning blockchain cybersecurity firm providing end-to-end cybersecurity advisory services and products to both Web2 and Web3 organizations, such as Coinbase and Avalanche. David shares his insights on the unique challenges posed by Web3 security and how Web2 and Web3 must collaborate to ensure a secure digital ecosystem. Before joining Halborn, David served as the Global Head of Digital Assets Technology for BNY Mellon. In addition, he held various senior roles in the financial services sector for Merrill Lynch, Salomon Smith Barney, Citigroup, and Galaxy Digital. In addition, David is the founding director and professor of the cybersecurity Master's program for the Katz School of Science and Health at Yeshiva University, where he is also their practitioner-in-residence. During the episode, David delves into why Web3 projects often overlook cybersecurity. He shares his transition from traditional finance (TradFi) to decentralized finance (DeFi), offering recommendations for those on a similar path. He also discusses the best security practices for organizations and users to secure their crypto assets. David and Neil explore the convergence of Web2 and Web3, the role of ethical hackers in identifying attack vectors and vulnerabilities, and the importance of education in addressing misconceptions about blockchain and crypto security. They also recommend resources like the Crypto Consortium and Blockchain Council for those interested in learning more about Web3 and decentralized finance. David concludes by discussing his vision for the future of blockchain cybersecurity, predicting that it will become as secure as traditional banking systems within the next five to ten years. He also introduces Halborn's open-source product, Zion, and emphasizes the significance of continued education in the industry. 

David L. Schwed is Chief Operating Officer at Halborn, an award-winning blockchain cybersecurity firm that uses ethical hackers to provide end-to-end cybersecurity advisory services and products to Web2 companies and over 250 Web3 organizations, including Coinbase, Avalanche, and more. Previously, he has held roles at a senior level for BNY Mellon, Merrill Lynch, Salomon Smith Barney, Citigroup, and Galaxy Digital. He is also the founding director and professor of the cybersecurity Master's program for the Katz School of Science and Health at Yeshiva University, where he is their practitioner-in-residence.Links:https://halborn.com/ *Disclaimer. Richard Carthon is the Founder of Crypto Current. All opinions expressed by members of the Crypto Current Team, Richard or his guest on this podcast are solely their opinions and do not reflect the opinions of Crypto Current. You should not treat any opinion expressed by Richard as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his opinion. This podcast is for informational purposes only.~Put your Bitcoin and Ethereum to work. Earn up to 12% interest back with Tantra Labs~New to crypto? Check out our Crypto for Beginners Step-by-Step Guide to Crypto Investing~Follow us on Youtube, Twitter, Instagram, Facebook, LinkedIn, & Tik Tok~Want to make ~$25+ a month for FREE? Sign up to get a FREE emrit.io Coolspot today! ~Want to learn more about cryptocurrency? Check out our educational videos today!~Swan is the easiest and most affordable way to accumulate Bitcoin with automatic recurring purchases. Start your plan today and get $10 of free Bitcoin dropped into your account.~Want access to cool crypto/blockchain projects that you can use immediately? Check out our partnerships page! ~Looking to attend a cryptocurrency or blockchain event? Check out our events page!~Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry's top experts!~Enjoying our podcast? Please leave us a 5 star review here!~Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process, including sourcing, transaction execution and portfolio oversight. His mandate is to focus on opportunities across Canada and ensure that both Roynat Equity Partners' and its portfolio companies' goals are met.  Mark has extensive experience with investments and operations in small and medium sized businesses. Prior to joining Roynat, he was the head of Mergers and Acquisitions at Lynx Equity, a Toronto-based diversified private equity firm focused on acquiring small and medium-sized businesses. At Lynx, Mark was responsible for sourcing and executing new acquisitions, monitoring and overseeing existing portfolio companies, and developing the firm's strategic direction. During his tenure at Lynx, the portfolio grew to 45 operating businesses with revenue in excess of $400M CAD. Prior to working at Lynx, Mark was the CEO and founder of OutdoorPartnerMedia which grew to be a publicly-traded company with a market capitalization of $60 million and displays in major cities in the United States. Prior to founding OutdoorPartner, Mark worked as an investment banking professional at Salomon Smith Barney in New York, and a corporate lawyer at Heenan Blaikie in Toronto.  Mark received an LL.B/MBA from the University of Toronto, where he won the Hewlett Packard Award for top performance in Finance. He also graduated with honours from the University of Western Ontario with a B.A. in social science and statistics. Listen to this informative Private Equity Profit episode with Mark Brodkin about partnering for financing success.   Here are some of the beneficial topics covered on this week's show: The correlation between having a good management team and lending. The importance of trusting your team and how that trust makes you grow. “If any business can ruin your week with one call, it's not a good investment.”     Connect with Mark: Website: www.roynat.com LinkedIn: https://www.linkedin.com/in/mark-brodkin-8872759/?originalSubdomain=ca   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

Synopsis: Josh Wolfe is the Co-Founder and Managing Partner of Lux Capital, a venture capital firm that invests in emerging science and technology ventures. Josh joins us for a discussion centered around investing in biotech. He discusses the arc of his career and the forces that led him to pursue a path at the intersection of science and finance. Josh also talks about the current state of biotech investing, trends he expects to see in the future, his advice to founder-led biotech companies, what he believes are the top three criteria for success for biotech companies, and his thoughts on the future of biotech. It's an illuminating conversation you won't want to miss. Biography: Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future. The more ambitious the project, the better—like, say, creating matter from light. Josh is a Director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs, Variant, and Varda, and helped lead the firm's investments in Anduril, Planet, Echodyne, Clarifai, Authorea, Resilience and Hadrian. He is a founding investor and board member with Bill Gates in Kymeta, making cutting-edge antennas for high-speed global satellite and space communications. Josh is a Westinghouse semi-finalist and published scientist. He previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. In 2008 Josh co-founded and funded Kurion, a contrarian bet in the unlikely business of using advanced robotics and state-of-the-art engineering and chemistry to clean up nuclear waste. It was an unmet, inevitable need with no solution in sight. The company was among the first responders to the Fukushima Daiichi disaster. In February 2016, Veolia acquired Kurion for nearly $400 million—34 times Lux's total investment. Josh is a columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report. He has been invited to The White House and Capitol Hill to advise on nanotechnology and emerging technologies, and a lecturer at MIT, Harvard, Yale, Cornell, Columbia and NYU. He is a term member at The Council on Foreign Relations and Chairman of Coney Island Prep charter school, where he grew up in Brooklyn. He graduated from Cornell University with a B.S. in Economics and Finance.

Desmond Lachman joined AEI after serving as a managing director and chief emerging market economic strategist at Salomon Smith Barney. He previously served as deputy director in the International Monetary Fund's (IMF) Policy Development and Review Department and was active in staff formulation of IMF policies. Mr. Lachman has written extensively on the global economic crisis, the U.S. housing market bust, the U.S. dollar, and the strains in the euro area. At AEI, Mr. Lachman is focused on the global macroeconomy, global currency issues, and the multilateral lending agencies.See omnystudio.com/listener for privacy information.

In this episode of Purpose-Driven Wealth, your host Mo Bina and guest Richard Kent talk ‘flexibility' in industrial flex spaces. When other assets started looking like ghost towns during the pandemic, industrial spaces were spared. In fact, in Avistone, vacancy rates didn't look any different from pre-pandemic numbers. Richard explains how industrial properties benefit from the industries they serve, the preparedness industrial real estate operators need to constantly be in, why 40% of their investors are CPAs, and the general explanation of how phenomenal flexible industrial spaces can be. In this episode you will learn: What Richard Kent learned as a stockbroker The industries that Avistone leases to Tenants aren't going to pay thousands for rent for a space that needs further improvement The trends for industrial real estate It's a once in a decade opportunity to invest in hospitality real estate and so much more! About Richard Kent:   Richard Kent oversees Avistone's capital markets operations and brings 40 years of experience in financial services, real estate investment, and capital markets to the company.   Having completed transactions in commercial properties valued at more than $2 billion, Richard served as a senior executive at Auction.com (now Ten-X) prior to founding Avistone.   Over the course of his career, Richard has held senior positions in the commercial real estate departments of Wall Street firms, commercial banks, and real estate operating firms, including Drexel Burnham, Salomon Smith Barney, and Commercial Capital Bank (now JP Morgan Chase) and Deutsche Bank Berkshire Mortgage.   Rich holds a BA in Political Science and Economics from San Diego State University.   Follow Richard Kent on:   Website:          https://avistone.com/   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index      

Desmond Lachman joined AEI after serving as a managing director and chief emerging market economic strategist at Salomon Smith Barney. He previously served as deputy director in the International Monetary Fund's (IMF) Policy Development and Review Department and was active in staff formulation of IMF policies. Mr. Lachman has written extensively on the global economic crisis, the U.S. housing market bust, the U.S. dollar, and the strains in the euro area. At AEI, Mr. Lachman is focused on the global macroeconomy, global currency issues, and the multilateral lending agencies. See omnystudio.com/listener for privacy information.

“In order for businesses and employers and employees to thrive they need the capital markets to work well.” - Rene RobichaudRene Robichaud is Chairman and Partner at ArkMalibu.  He has helped hundreds of companies think strategically and become more successful.  Rene has been president and CEO of two public companies for a total of 10 years.  Most recently, he served as the President and CEO of Layne Christensen (a NASDAQ company).  Prior to that, he served as President and CEO of NS Group (NYSE), which he helped grow from a $150 million enterprise to a $1.5 billion company.  As an investment banker for 15 years, he has worked on capital raising and strategic transactions involving many industrial and natural resource companies around the world.As Managing Director of Salomon Smith Barney based in New York, Rene held various corporate finance roles including co-head of global metals & mining practice, head of steel practice, and head of paper & forest products practice.  Previously, he was a Principal in Corporate Finance at Morgan Stanley based in New York.Please enjoy!Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEArkMalibuEmail: rene@arkmalibu.comThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy Call

Russell Benaroya / Author of One Life to Lead, Co-Founder & Partner of Stride Services Russell Benaroya is an entrepreneur with a background in corporate finance and private equity. Prior to becoming a Partner at Stride, Russell was the Senior Vice President of Corporate Development for higi, a population health enablement company that owns the largest national network of health screening stations. In 2017, higi acquired EveryMove, a venture-backed technology start-up where Russell was the co-founder and CEO. Prior to EveryMove, Russell was the Co-Founder and Chief Executive Office of REM Medical, a multi-state sleep disorder health care business that was acquired in September 2009. Prior to REM Medical, Russell was an investment professional for the private equity firms Kline Hawkes and Blue Point Capital, where he invested in healthcare, technology, and industrial based enterprises. Russell was also an early employee at Overture Services (acquired by Yahoo in 2003), a pioneer in web-based search engine marketing. Russell started his career in New York at Salomon Smith Barney as a Corporate Finance Analyst. Russell received his MBA with highest honors from the UCLA Anderson Graduate School of Business. He was awarded the Puget Sound Business Journal's 40 Under 40 Award in 2009. Russell is on the board of the Seattle Jewish Community Center and an active investor in technology start-ups. He is also an instructor in Healthcare Innovation at the University of Washington and a mentor for TechStars. When not helping other entrepreneurs succeed, he is contemplating life on 24 hour+ ultra trail runs. https://youtu.be/Jp_7NzfssFI Dan Weedin / First Underwriters Insurance Brokers (Host) Michelle Bomberger / Equinox Business Law Group (Co-Host) Russell Benaroya / One Life to Live, Stride Services (Guest)

How to Raise Money from Private EquityOn this episode of the Inside BS Show, Dave Lorenzo speaks with Brett Hickey, the founder and CEO of Star Mountain Capital. In this wide ranging discussion, they cover everything an entrepreneur needs to know about raising money from a private equity firm. 00:00 How to Raise Money from Private Equity01:05 Brett Hickey as an Olympic Speed Skater03:03 What is a Top Athlete's Training Regimen?06:35 How does Brett Apply his Athletic Training and knowledge to business?13:25 How has Brett's goal to be the best influenced his performance in business?19:27 What does Star Mountain Capital do?22:28 What inspired the formation of Star Mountain Capital?30:45 How do you identify companies that are a good fit for you?32:35 How does Brett evaluate risk?35:47 How can a business owner partner with a specialized asset management firm?Brett HickeyFounder & CEOStart Mountain Capital(212) 810-9044brett.hickey@starmountaincapital.comAbout Brett Hickey:Brett Hickey has been structuring, analyzing and managing private equity, mezzanine and U.S. Government sponsored investment funds for over a decade. Prior to launching Star Mountain Capital, Mr. Hickey was the Co-Founder and President of a multi-manager platform including 4 U.S. state sponsored small business investment funds. Mr. Hickey has extensive experience performing due diligence on, selecting and building small business fund managers and has helped structure over a dozen larger funds representing a few billion dollars in assets.Mr. Hickey formerly worked as an Investment Banker at Citigroup Global Markets in New York City (fka Salomon Smith Barney) where he covered global Asset Managers and Financial Institutions. In that role he worked on over $8 billion in completed debt and equity capital raising and restructuring transactions for leading financial institutions including BlackRock, Franklin Templeton, Neuberger-Berman, Nuveen Investments and Eaton Vance. He also served as Senior Analyst on the $16.1 billion public merger of the St. Paul Companies, Inc. and Travelers Property Casualty Corp.Mr. Hickey attended Mount Royal College in Calgary, Canada, where he studied business and entrepreneurship while training on the national speed skating team. He graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree. He is an alumnus of Harvard Business School's Owner, President / Manager CEO training and management program for distinguished business owners with a proven track record of successfully building and managing companies. Mr. Hickey is a former Canadian national gold medalist and North American medalist in speed skating. He has completed numerous other business programs including Building Your Business Through Transformational Leadership & Innovation at the Innovatrium on the University of Michigan's campus in Ann Arbor, Michigan and is a frequent guest lecturer on industry panels and at academic institutions.

Desmond Lachman is a Senior Fellow at AEI. He joined AEI after serving as a managing director and chief emerging market economic strategist at Salomon Smith Barney. He previously served as deputy director in the International Monetary Fund's (IMF) Policy Development and Review Department. At AEI, Mr. Lachman is focused on the global macroeconomy, global currency issues, and the multilateral lending agencies. This week, Desmond joins Robert and Phoebe to discuss how record-level pandemic spending led to the highest inflation numbers in decades. He explains what we can expect in the next year, and the steps the Fed take to avoid a hard economic landing.

Salomon Brothers is back. One of the most storied names of 1980s Wall Street, immortalised in Michael Lewis's book Liar's Poker is a registered trademark once again and is planning to get into the financial markets.Travelers Group swallowed up the original Salomon Brothers in 1998, a firm which merged with Citi in the same year. Citigroup finally dropped the Salomon brand — by then Salomon Smith Barney — 19 years ago.  There are some people around the capital markets today who worked at this legendary firm though, as the years go by, more people will have learned about it through books like Lewis's than through encounters with its former staff. So what is behind the revival?This week on the podcast we look into who is behind the venture and what they might do with the business. We also ask which famous but defunct City or Wall Street brands might be next.We also discuss the Bank of England's plans to unwind corporate quantitative easing and the bond market's reaction to it. We also examine how the rest of the primary bond market is adjusting to a world where interest rates are almost certainly on their way up for the long term — a set of circumstances that a whole generation of capital markets practitioners, just like working in a world where Salomon Brothers exists, has not experienced before.

Brian Yacktman, President and Chief Investment Officer of YCG, LLC Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1.3 billion as of September 30, 2021, while achieving market beating performance since its inception. YCG offers separate account management and is the adviser to the YCG Enhanced Fund (ticker: YCGEX). Prior to starting YCG, Brian was an Associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in 2004 from Brigham Young University where he graduated cum laude with a B.S. in Economics and an M.B.A with an emphasis in finance. Brian has been quoted and highlighted in financial media outlets such as CNBC, Fox, WSJ, Bloomberg, Barron's, MarketWatch, CNN, Reuters, and Forbes. He also has served as a panelist for Institutional Investor and as a guest lecturer at Brigham Young University, University of Texas, Texas Lutheran University, Gurufocus Value Conference, American Society of Appraisers and at the Googleplex. Elliott Savage, Partner and Portfolio Manager at YCG, LLC Savage is a Partner of YCG since 2012 and is a Portfolio Manager for the YCG Enhanced Fund since the inception of the fund. Prior to joining YCG, Elliott was a senior analyst at Highside Capital Management, a multi-billion dollar long/short equity hedge fund located in Dallas, TX. Prior to joining Highside in 2003, Elliott worked as an investment banker at Salomon Smith Barney in New York. Elliott joined Salomon Smith Barney from the University of Virginia where he was an Echols Scholar and graduated with distinction with B.A.'s in both Economics and Cognitive Science and a minor in Biology. Value Investing Live: Brian Yacktman https://youtu.be/6I1wlDdRa4M Check out the YCG Investments Channel here: https://www.youtube.com/channel/UC5cFLAZCwvYWVAym-61LTtw Learn more about YCG Investments: https://ycginvestments.com/ Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/UBQNa1wy-Ys

As an entrepreneur and business owner, I am often asked to invest in a product or service for a stake in the company. It's hard to decipher what may be a good investment or a bad one. Everyone is always looking for the next best thing to be a part of so how do investors find opportunities that will suit them well? And in turn, how can private business owners increase their valuations and grow their businesses? What are the key investment strategies for business owners today? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Brett Hickey, Founder and CEO of Star Mountain Capital– a multi-billion dollar specialized private investment firm, making loans, private equity investments, and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Brett sheds light on what investment strategies business owners need to know and understand. He also tells listeners more about his unique background, his firm, and the services they provide. About Brett Hickey Brett has over 20 years of private investing and investment banking experience. He has completed over 125 private equity, private credit, and secondary fund investments. He is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments, and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain has been recognized as one of the Best Places to Work by Crain's and Pensions & Investments in both 2020 and 2019. Previously worked as an Investment Banker at Citigroup Global Markets in New York City (formerly known as Salomon Smith Barney) where he completed over $24 billion in transactions for financial institutions. Graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree in Finance and Accounting. An alumnus of Harvard Business School's Owner, President / Manager executive training and management program. Board positions include Harvard Alumni Entrepreneurs, Help for Children, YMCA of Greenwich, and Star Mountain Charitable Foundation, focused on job creation (including for veterans, women, and athletes), economic development, and health & wellness. Member of YPO and former Canadian national gold medalist in speed skating. Contact Star Mountain Capital Star Mountain Capital is a $2 billion AUM specialized private investment firm focused on investing exclusively within the U.S. lower middle-market through two complementary investment strategies: (i) direct debt and equity investing and (ii) secondaries (acquiring LP interests and direct assets). For more information about Star Mountain Capital visit www.starmountaincapital.com.

Osaretin Oswald Guobadia is co-founder, Executive Vice President, and Chief Operating Officer of DBH Solutions, a building infrastructure and top tier technology solutions provider in West Africa. He is a business strategy and technology consultant with over 20 years' experience in technology and business strategy, and a non-executive director of Renaissance Capital (Nigeria), a leading emerging and frontier markets investment bank with access to over 50 markets globally. He sits on the Alumni Board of Wesley College, USA. His interests also span venture capitalism and entrepreneurship, with significant interests in mentorship and funding startups.   Chukuka Chukuma is an investment banker, entrepreneur and partner at Racecourse Capital, a private investment and advisory firm. With a career spanning over 20 years at world-class financial institutions like Goldman Sachs, J.P. Morgan, Salomon Smith Barney, Citibank Nigeria, Afrinvest West Africa, and Stanbic IBTC Bank, he has executed deals in corporate and project financings across multiple sectors. He specializes in structuring and raising large, complex, multi-source and multi-currency financings from cradle to grave.   ORDER IN PURSUIT HERE - https://www.amazon.com/Pursuit-Journeys-African-Entrepreneurship/dp/1734752300   FOLLOW OSARETIN - www.instagram.com/osaretin/ FOLLOW CHUKUKA - www.instagram.com/cchukuma/

Tan Sri Dato' Azman Mokhtar - Malaysia's Adventure Capitalist   Life, Leadership, Love, Finance, Politics, America, China, Inequality, Climate Change, Tech Disruption, Travel and Malaysia's place in a fast-changing tech-driven world are just some of the topics covered in this wide-ranging podcast, one of Tan Sri Azman's first public discussions since leaving corporate life some three years ago.  -- CONTENTS:  00:00:00 - Intro 00:02:18 - What Life Has Been Like Since Leaving Khazanah Nasional  00:05:31 - How The World of Finance Is Changing  00:11:38 - Some Sagely Advice For the Budding Finance Professional  00:16:56 - Can And Will Interest Rates Ever Normalise?  00:22:05 - Does The Pandemic Allow Malaysia A Chance to Chart Its Own Economic Path?  00:31:39 - Post-Khazanah Roles in the National Recovery Council, Role of GLCs and GLICs in Economic Growth  00:38:44 - Can / Will / Should Malaysia Ever Address Its Social Policies?  00:44:56 - Malaysia's Political Situation: Will A Light Ever Shine?  00:50:46 - China: Malaysia's Friend or Foe?  00:58:45 - What Government Does Malaysia Need to Navigate China and America?  01:05:43 - As Cryptos Rise, How Will Financial Markets Look Like In The Next Decade?  01:16:27 - Traversing Life's Seven-Year Cycles: Tips, Advice And Guidance  01:36:28 - Around The World in 77 Days .. On 77 Trains!  01:39:46 - The Route!  01:56:37 - Re Malaysia: Optimistic But Realistic  -- FOLLOW TAN SRI AZMAN HERE:  URL: https://azman-mokhtar.my/ For CGS-CIMB speech on 15th December 2020: https://bit.ly/2U4Ltt2 Abridged Bio: https://tinyurl.com/4p3xfhke -- ABOUT TAN SRI AZMAN  Following a distinguished career in finance and investment at the boutique advisory firm BinaFikir, national power utility Tenaga Nasional and global banks Salomon Smith Barney and UBS, Tan Sri Azman Mokhtar was the Managing Director of Khazanah Nasional, Malaysia's top sovereign wealth fund between 2004 and 2018, building immense wealth for the nation while spearheading the international expansion of the country's top corporations into Asia, Europe and North America. Today, he pursues a number of personal, academic, public and commercial interests with institutions that include the University of Cambridge, INCEIF (International Centre for Education in Islamic Finance), the Wawasan Education Foundation in Penang, Malaysia and the international humanitarian relief organization MERCY Malaysia. In January 2021, Tan Sri Azman was appointed by the Prime Minister of Malaysia as a member of the Majlis Kemakmuran Bumiputera (Bumiputera Prosperity Council), before later also being named to a distinguished panel of senior leaders at the country's National Recovery Council to help the nation recover from the pandemic. -- Follow Khoo Hsu Chuang here:  URL: http://www.domore.my/ LinkedIn: https://www.linkedin.com/in/hsu-chuang-khoo-ab199343/ FB: https://www.facebook.com/khoo.chuang/ IG: www.instagram.com/khoohsuchuang/ ---  Follow DoMore here:  WEBSITE: https://www.domore.my/ YOUTUBE: https://www.youtube.com/c/DoMoreTakeChargeofYourLife ITUNES: https://apple.co/2lQ47mS GOOGLE PLAY: https://bit.ly/3b1l8iO SPOTIFY: https://tinyurl.com/y6zufvcp PODBEAN: https://domoreasia.podbean.com/ INSTAGRAM: https://www.instagram.com/domore.asia/  

Derek is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania's Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street's largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.Learn More: https://www.triumphcapitalmanagement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-derek-eichenwald-ceo-and-senior-investment-executive-with-triumph-capital-management

Derek is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania's Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street's largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.Learn More: https://www.triumphcapitalmanagement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-derek-eichenwald-ceo-and-senior-investment-executive-with-triumph-capital-management

Jonathan DeYoe is a Licensed Insurance Agent, Certified Private Wealth Advisor, and the President of Mindful Money. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Before establishing his own company, Jonathan worked for a number of Wall Street giants, including Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He later founded DeYoe Wealth Management in 2001 out of the need to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. For over 20 years, he has been successfully helping people to gain a sense of order in their financial life.Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond.Listen in as they discuss:Behavioral wealth managementOvercoming biases in behavioral wealth managementMindfulness as a tool to overcome biasesFundamental principles to learn from Jonathan's bookAnd, more!TIP OF THE WEEKMark: My tip of the week is the best, it'll really change your life, just go to mindful money and get Jonathan DeYoe's book Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Scott: Check out this book, Everybody Writes by Anne Handley.Jonathan: My whole life changed when I started doing a couple of different things, and one book that helped me get through this is Steven Pressfield's The War Art, which is a fantastic book for people who are struggling to finish a creative project or start a creative project. It really talks about THAT struggle, and what's inside our brain that makes struggle happen and how do we overcome THAT struggle.Want To Listen More?Did you enjoy this episode? Check out another exciting episode with special guest Dan Candell as they discuss how to unleash the power of your mind for success.Isn't it time to create passive income so you can work where you want, when you want, and with whomever you want?

Hans Morris is the founder and managing partner at NYCA Partners, a fintech focused venture capital firm in New York and Silicon Valley. As one of the early fintech leaders, Hans had a successful 27-year career leading at different financial services companies including at Visa as President, General Atlantic, CitiGroup, and Salomon Smith Barney. He shares deep insights about venture capital in fintech.It's much easier to experiment fintech ideas now due to the extensive development of the fintech infrastructure.Highly successful startup founders have shown the capability to understand the exact circumstances of the customer before approaching them with a solution.Does how you handle data give you an advantage over other fintech competitors?Non-profit: MASS MoCA

Let's open our Bibles to 1 Samuel 13:5-14. Continuing our sermon series The Upgrade! Our guest speaker, the Rev. Dr. Taft Quincey Heatley, currently serves as the twelfth senior pastor of Shiloh Baptist Church, Alexandria, VA. Shiloh is a historic church in the Old Town Community of Alexandria founded by former enslaved African Americans in 1863. Currently, the church has over 40 ministries and is proud to continue its legacy of service. Dr. Heatley recently served as the Executive Pastor of the Ray of Hope Christian Church in Decatur, Georgia, under the leadership of the Rev. Dr. Cynthia L. Hale, Senior Pastor. As Executive Pastor, Dr. Heatley oversaw all the ministries at the Ray of Hope which totaled more than 50 and managed a staff of 12. In April 2014, Dr. Heatley released his first book, God Is the Goal: The Chase for Intimacy with God. In March 2015, Dr. Heatley served as "Chaplain of the Day," at the Georgia House of Representatives and on March 16, 2015, Dr. Heatley was the guest minister on the Yolanda Adams Morning Show for their Meditation Monday segment. Prior to his call to ministry, Dr. Heatley was an investment banker in the financial services industry, serving as a senior financial analyst with Salomon Smith Barney now Citigroup Corporate Investment Bank in New York, NY. After resigning in 2002, he worked briefly in the public sector as the Deputy Director of Finance/Revenue and Claiming for the NYC Department of Homeless Services. +++++++ Pastors Joseph & Robbin Davis Follow Us https://www.facebook.com/truthgatherers/ Ways to Give Cash App: $truthgatherers www.easytithe.com/TGDC Text to Give - Text the amount to (850) 898-9848

This week in Episode 12 of the Legal Genie podcast, your host, Lara Quie, is in conversation with Stanley T. Park. Stanley is Managing Director and Head of Legal for Asia Pacific for Scotiabank's Global Banking and Markets Division. He is based in Singapore and is responsible for all legal matters across the region.Stanley started his legal career as a law clerk, before joining Cleary, Gottlieb, Steen & Hamilton and later, Coudert Brothers in New York. He then moved in-house at Salomon Smith Barney and UBS Securities in Tokyo. He then joined DKR Oasis, as Chief Compliance Officer, in Hong Kong before moving back to Tokyo in 2009 for a role with Barclays Global Investors, as General Counsel. In 2011, he moved to Daiwa Capital Markets, as Senior Legal Counsel, in Hong Kong before transferring internally to Singapore. In 2014 Stanley joined Scotiabank in Singapore where he has been ever since. Stanley graduated from Princeton University with a degree in Economics and received his law degree from Harvard Law School. He was also a Fulbright scholar at Stockholm University in Sweden. He is a keen long-distance runner and pet lover. He is also a foodie and enjoys hosting parties with his Japanese wife, Shino. Stanley shares very powerfully about being 60 years old and what he wishes he had known earlier about how to live his life. In this episode Stanley shares:·         His background and heritage.·         His childhood growing up in many countries.·         How learning a language can give you cultural insights.·         His reasons for choosing to study law at Princeton.·         Why he chose to do a clerkship.·         Being a Fulbright Scholar at Stockholm University, Sweden.·         Taking time off before his traineeship and why that was so important.·         His adventures in the Soviet Union, China, and India, where he met Mother Theresa.·         Embracing an open-minded mindset.·         His advice for young lawyers.·         Reflecting on his biggest mistakes in life.I hope that you will enjoy the episode.To learn more about Stanley T. Park you can find him on LinkedIn and connect with him here: https://sg.linkedin.com/in/stanley-t-park-a3947aAlso:·         If you liked this episode, please rate the show, and leave a review wherever you listen to your podcasts to help the Legal Genie reach a wider audience.·         Look out for the next episode coming soon.You can connect with Lara Quie as follows:·         On LinkedIn at https://www.linkedin.com/in/laraquie·         Website: https://www.laraqassociates.com·         If you have a question or guest idea, please do drop Lara a line at Lara@LaraQAssociates.com     Lara Q Associates A boutique business and executive coaching consultancy

Find out more on our website: https://bit.ly/3qA7SdY Speakers: Paul Dondos works in Market Intelligence & Strategic Advisory for the EMEA region at Equiteq and, in the UK, is a primary point of contact for the client. Prior to joining Equiteq Paul worked in corporate development for a global engineering consultancy, where he helped evaluate and realize UK and international growth opportunities and was responsible for business planning and intelligence across a group of over 6,000 employees, spanning more than 80 countries. He previously held positions in corporate finance at Salomon Smith Barney and at a leading European Internet incubator, specializing in valuations for private equity clients and digital strategy for start-ups and blue-chip companies. Paul holds an MBA with distinction from Cass Business School, City University London and an MA in English Literature from Trinity College, Cambridge. Phil Baxter is part of the M&A transactions team and leads deals or supports clients in a sale process. He has built an extensive track record in this role at Equiteq over the last 6 years. A management consultant by background, with deep commercial, operational and financial experience, he is an advisor you want on your side in a deal. Phil was originally a management consultant, latterly specialising in Supply Chain Management. In that domain he has led and supported both global strategic change programmes and local improvement processes. Over the years, Phil has supported household names, such as Ray-Ban sunglasses, and in his own consultancy company, the Toyota Motor Corporation. In Equiteq he has supported several mid-size consultancies in the sale of their businesses, providing advice and leadership from the start to the end of the process.

Doina Harris is the Chief Product Officer at Simon Data. She's served as a strategic and transformative leader in technology and advertising with experience scaling operations and executing cross-functional transformations.She has lived and worked in the United States and Europe for companies such as Salomon Smith Barney, McKinsey, Google, and AppNexus. She's originally from Romania and received her bachelor's and MBA from Harvard University.Doina has two beautiful children and enjoys playing bridge and painting in her spare time.In my conversation with Doina, we discuss:· How Simon Data has managed to stay connected during COVID-19 and how she's personally adapted her leadership style.· How she uses The Eisenhower Matrix to prioritize her time.· The benefits of conducting a worst-case scenario exercise.· Her early days growing up in communist Romania and the impact her Grandfather had on her life.· How she learned to embrace and accept failure without letting it define her.· Why she transitioned from an industry she thought she'd always be in (finance) to technology· How she and her husband support each other's careers while prioritizing parenting.· The difference between a sponsor and a mentor.· Giving and receiving feedback.· Why you should treat your career as a value investor vs. a hedge fund manager.Doina is truly an amazing person and has had a huge impact on me personally. Enjoy this interesting and insightful conversation!Helpful links:Doina's LinkedIn pageThe Eisenhower MatrixTim Ferriss' fear-setting exercise: https://tim.blog/2017/05/15/fear-setting/Thank you for listening. You can reach out to me on Twitter @jonathanmars

Episode 73 features Brandon Bethea, a Co-Founder and Partner of Aterian Investment Partners who serves on the Investment Committee. Mr. Bethea has been a private equity investor since 2000.  Prior to Aterian, he was a Principal with Insight Equity, an investment professional with Freeman Spogli & Co and began his career with Salomon Smith Barney's investment banking division. Since 2015, Mr. Bethea has also served on the Endowment Committee of Christ Church in Pelham, New York. Mr. Bethea received his AB from Harvard University where he was a member of the Varsity Men's Tennis Team. Mr. Bethea also earned an MBA from the Kellogg School of Management at Northwestern University.  Brandon originally hails from Oklahoma and in another life would aspire to be the Sooners' Offensive Coordinator.

This week my special guest on the show is Jonathan DeYoe and we get into the benefits of investing, why starting a business is smart and how to keep a strict work life balance. Prior to establishing his own firm, Jonathan worked for a number of Wall Street behemoths, including Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. He founded DeYoe Wealth Management in 2001 because he wanted to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond. We dive deep into: - Creating an investing plan - Creating a business - How to invest your money wisely regardless of income - Why instant gratification is killing new businesses - Bouncing back from failure and changing your life - How to build for success in your life AND business Hit subscribe to join our community and grow your investing knowledge today. So what are you waiting for? Be Bold, Be Brave and Go Give Life a Crack! LINKS https://mindful.money/ https://www.linkedin.com/in/jonathandeyoe/ https://twitter.com/deyoewealth https://amzn.to/36XeXwe

Rosalia Labate practices in financial forensics, largely in divorce matters, navigating the financial issues involved from gathering documents to preparing a Statement of Net Worth to business valuation services to forensic accounting to understanding both the short-term and long-term implications of the financial decisions. She also specializes in litigation support as a part of the "divorce team", working hand in hand with the attorney. Qualified as a financial expert throughout New York. Rosalia began her career at Deloitte & Touche in Manhattan, one of the most prestigious accounting firms worldwide, for the Internal Audit Division and then went to Salomon Smith Barney. Her experience and financial expertise brought her to the Manhattan firm of Alexandra & James, where she focused exclusively on divorce and mediation. When people are going through martial or business divorces, they need someone who will educate and empower them with the right information so you can make smart decisions. Rosalia is that person. As someone who has experienced the divorce process first-hand (and with hundreds of clients), she has learned how to make the process more efficient so people can move on to their next chapter -- sooner. Rosalia provides consulting, forensic, business valuation, mediation, and testifying expert services in the financial aspects of marital and business divorces. With a strong attention to detail, she unravels the most complicated financial situations and excels at explaining in plain English, the economics of the situation, as well as the options available for settlement. Anything from investigations to guidance through litigation, Rosalia makes it digestible. As part of the team from start to finish, Rosalia ensures people have the right information to make smart decisions for themselves and their families including financial investigations with the client prior to their hiring their attorney to guidance through litigation. --- Support this podcast: https://anchor.fm/freeman-means-business/support

On this episode of the TBG Real Estate podcast, we welcome Jim Simmons, CEO and Founding Partner at Asland Capital Partners. We discuss his journey from engineering to trader to founder of his own company. We also walk through the real estate climate in New York, talk diversity in real estate and tackle the issue of affordability in America. Jim is a true legend in New York real estate space so this is an episode you do not want to miss. EPISODE NOTES:01:26 - What is Asland Capital Partners?03:25 - Sharing a brownstone 05:50 - Upper Manhattan 09:10 - The NY equation 12:10 - Couple of Jersey kids falling into real estate 17:15 - Changing the neighborhood 19:57 - From derivatives trader to real estate investor 21:30 - 80 to 90% relationship-driven 25:17 - Dealing with the lack of diversity 29:52 - The affordability issue in America 36:54 - What’s next for Asland?39:35 - Creating something from scratch 41:24 - The Hot Seat presented by KK Reset Jim is CEO & Founding Partner of Asland Capital Partners, serving as head of the investment committee with responsibility for the strategic direction and investment strategy of the firm. Over his 20 years of industry experience, Jim has focused on managing, originating, and structuring various types of real estate transactions including portfolio acquisitions, single asset acquisitions, and joint ventures through his deep relationships across the public and private sectors.Prior to joining Ares Management in 2013 as a Partner, Jim was a Partner at AREA Property Partners and Apollo Real Estate Advisors. Prior to his employment at Apollo, he led the Upper Manhattan Empowerment Zone as President and CEO and had tenures at Salomon Smith Barney, Bankers Trust and General Electric.

The son of two doctors, Tom Fencl recalls that while growing up in communist Czechoslovakia, to him a free market economy was more “an intellectual curiosity” than a possible career destination. “When the Berlin Wall came down, I was midway through high school—it was a very formative experience,” remembers Fencl, who says that the historic happening suddenly released “a market economy spirit.” After studying at Prague’s University of Economics, Fencl says, he was “drawn to the big financial centers” and worked in London for 2 years at Stern Stuart & Co. as a consultant before heading to the University of Michigan for an MBA. “From a university standpoint, the University of Michigan may not be the most obvious place for a European to go—but they found me more than I found them,” explains Fencl, who notes that years earlier in Prague he had met students from the University of Michigan who were involved in a study of post-communist economies. “They were virtually the first MBA students that I had ever met,” he observes. From Michigan, he went directly to New York and Wall Street, where roughly 10 years after the fall of the Berlin Wall Czech-born and -raised Fencl became an investment banker. “I worked as sort of a traditional investment banker, meaning that I covered everything from capital market transactions to M&As,” says Fencl, who worked for Salomon Smith Barney (later acquired by Citigroup) and Bank of America. “I left Wall Street just before the 2008 meltdown,” he reports. “That was some lucky timing. I moved back to my home country, the Czech Republic, with my newborn and my wife, and there I joined a private equity boutique,” explains Fencl, who over the next 10 years migrated from what he describes as “transaction-driven” finance roles to more traditional CFO posts. “I joined Pricefx in Prague—which was its largest office and where a lot of the banking office functions are,” says Fencl, who was named CFO of the company in 2017 and subsequently relocated with his family back to the U.S.—a market that Pricefx now views as a primary source of future growth. –Jack Sweeney Fencl: To remind your listeners, we're a SaaS company.  So that is a subset of the industry where there's one metric above all, which is ARR, annual recurring revenue, and more specifically the growth of ARR. And then you rank companies based on where they are. For the past few years, we've been somewhere around 80% year over year. So that's a pretty decent clip. Now, you ask what did I change since I arrived? I didn't have to introduce that. They were told already by the very first investors, "You need to watch your ARR growth." The thing that I had to work on doing, and it is obviously a cultural shift, is understanding that particularly when you're using other people's money, where you're not regulated by, do I have the cash or not ... Now, you have a lot of cash, but the right question is how are you deploying it? How efficiently are you using that capital? So, the metric that I had to work and make sure that the organization understand is payback, customer acquisition cost payback. So understanding how the growth ... How much did I have to spend to get that growth? And that of course is something that then leads to further analysis because you break down the metrics into its components. And that's something where you can't just buy the growth, right? You have to have a certain level of patience. Well, for us, we mentioned before that we just finished fundraising. So we have plenty of cash to give us the, what they say, runway; meaning, we don't have to worry immediately on the short-term of funding the business. But conversely, we need to deploy that capital and, what we say, that's to scale up. And as I was saying before about it's not just growth, but how efficiently it grows. So I guess the biggest priority is make sure that we deployed efficiently, that we do achieve the growth, but we do it in a way that will satisfy sort of the requirements of the return on capital. And to do that, one of the key areas of our focus today is work with data. There's obviously a lot of data in the business, but not all of it is structured perfectly. And not all of it is organized in the right way. So we're currently spending a lot of effort on making sure that we clean that up and that we, going forward, make the decisions based on data. Data-driven decision-making is a big priority internally.

Finding dual-use viability or an appropriate market approach when working with government is challenging, and government employees working with emerging companies will also benefit from learning about their experiences and pain points. Sameer Jagetia founder of Robuzz (current company) and Redbooks (sold), was ranked #10 globally in financial modeling (Modeloff) in 2019 is an entrepreneur and investor. Robuzz, a machine learning / natural language processing (ML/NLP) application pushes real-time news alerts on People and Companies. He was also the Chairman and President of Redbooks, a leading information services and technology company focused on sales intelligence for the media industry (acquired by The List Partners in 2018). Prior to Robuzz and Redbooks, Sameer was a hedge fund investor at TCS Capital Management, the largest hedge fund dedicated to TMT at the time. He began his career at Salomon Smith Barney (now Citigroup) as an investment banker in the telecommunications group. Sameer is currently ranked #10 globally in financial modeling (Modeloff). You can reach him at sammer@jagsco.com Topics Discussed What is financial modeling? Why build financial models? Best practices Tips and Tricks Dangers of a bad model and common errors The Cornerstones Series brings in speakers to address issues for emerging companies and investors as part of DEF's mission to promote a culture of innovation in the national security community. Although the series is designed for entrepreneurs and investors interested in national security, intrapreneurs in government will also benefit from the opportunity to learn from those developing capabilities and working on projects that impact and support government employees.

Federico Tessore entrevista a Emilio Ocampo Hablamos de la Argentina, de su libro Entrampados en la Farsa y al final de la situación internacional. Emilio Ocampo es economista, historiador y profesor adjunto de finanzas en la Universidad de Nueva York (EE.UU.) y la Universidad UCEMA (Buenos Aires). Obtuvo su título de Licenciado en Economía por la Universidad de Buenos Aires en 1985 y un Master en Administración de Empresas de la Universidad de Chicago en 1990. Trabajo en bancos internacionales como Chase Manhattan Bank, Salomon Smith Barney, Morgan Stanley y Citigroup entre 1990 y 2005. Es autor de siete libros de historia y economía: 1. Alvear y la guerra con el imperio de Brasil – 2003 2. La Última Campaña del Emperador: Napoleón y la Independencia de América – 2007 - Ganó el premio al mejor libro de la era napoleónica otorgado por la International Napoleonic Society. 3. De la doctrina Monroe al destino Manifiesto - Alvear en Estados Unidos - 2009 4. La era de la burbuja – De cómo Estados Unidos llegó a la crisis – 2009 5. Entrampados en la farsa – El populismo y la decadencia Argentina - 2015 6. La independencia argentina – De la fábula a la Historia - 2016 7. El populismo en Argentina y el mundo – 2018 - Con Roque Fernandez Ha escrito numerosos artículos para revistas académicas y medios de la Argentina y el exterior. Es miembro del Consejo Académico de la Fundación Libertad y Progreso y de la International Napoleonic Society (Montreal-Paris). Da conferencias sobre temas relacionados con ambas disciplinas en la Argentina y el exterior. Ademas podes escuchar este audio en Spotify y en Apple Podcasts, ademas de todas las otras entrevistas que realice. En la charla Emilio menciona un trabajo que acaba de publicar, dejo el link: https://ucema.edu.ar/publicaciones/download/documentos/726.pdf

Jonathan DeYoe is a best-selling author, speaker, behavioral wealth advisor, President of DeYoe Wealth Management, and Founder of Mindful.Money. Born and raised in Rapid City, South Dakota, Jonathan’s unique background informs his unwavering commitment to providing truly holistic wealth management. Prior to establishing his own firm, Jonathan worked for Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He founded DeYoe Wealth Management in 2001 because he wanted to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond. He is a California Licensed Insurance Agent and a Certified Private Wealth Advisor. Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. He is also the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend, and he speaks locally and nationally on the intersection of money and mindfulness.

Howard is primarily focused on sourcing new investments and working with Morpheus portfolio companies. He currently serves on the Board of Tagnos and DarkLight. Howard was previously with Mission Ventures, a leading Southern California venture capital firm focused on software and semiconductor investments. Prior to Mission, he was with Salomon Smith Barney in their Technology Investment Banking Group where he was involved with public and private financings and M&A. Howard has also served as co-chair of the San Diego Telecom Council Wireless Infrastructure Group. He was a member of the Board of Reviewers for the San Diego based Center for Commercialization of Advanced Technology, an organization funded by the Department of Defense. Howard holds a BS in Electrical Engineering from UCLA and an MBA from the UCLA Anderson School of Management.

About Matyas Matyas Zaborszky studied in Santa Barbara and at the University of Hertfordshire, UK, and went on to work with the investment banker Salomon Smith Barney in Los Angeles. Following this he was instrumental in several US-based start-ups, before becoming increasingly interested in marketing.Since then he has gained 15 years of experience in Marketing and PR, and has become a specialist in start-ups, and token-based offerings, advising many successful projects, and enterprises. He is an investor and commentator, and regularly speaks at international meet-ups and crypto conferences. His network is second to none.He is the author of 6 Proven Steps to Attract Investors, and is now engaged on his follow up book, set to demonstrate how projects and startups can ensure that their offering does not fail. Matyas is also a university lecturer and fintech coach.His current offering provides an entire suite of educational and marketing tools for entrepreneurs, centered around his website.I gained over ten years of experience in Marketing and PR at major corporate level, and then became a specialist in token-based offerings, advising many successful startups. In 2018 alone I was instrumental in helping raise some $50 million for new businesses. I’m also a crypto investor and commentator, and regularly speak at international meet-ups and crypto conferences. However in recent times I have changed my focus to helping support all new businesses, especially in how they approach investors. It is in this area in particular that I have isolated issues which are common to all new businesses, and the processes I have developed yield very positive and powerful results.On Today's Show Matyas DiscussesWorking in Marketingfundraising using his 6 step approachWhat is BlockchainThe importance of EducationAnd much more.................Get Matyas' Book at his website: # 1Rule for startups seeking investors You can find Matyas at https://www.matyaszaborszky.com/https://www.linkedin.com/in/matyaszaborszky/hello@matyaszaborszky.comYou can find me at www.facebook.com/peer2peerrealestatehttp://peer2peerrealestate.com/https://www.linkedin.com/in/williemorales/Youtube Channel **Peer 2 Peer Real Estate may be compensated and/or receive an affiliate commission if you buy something through our links, at no extra cost to you.Worried about protecting your assets? Let Royal Legal Solutions helpGet asset protectionPaying too much for rent? Charging too little? Let Rentometer compare your rent with other local properties. Rentometer PRO Monthly, Save 50% from the monthly price or Save $60 Off Rentometer PRO Annual ($199 - $60 = $139/yr)p2pre.com/p2p50 - Save 50% off Monthly Price.p2pre.com/p2p60 - Save $60 off Annual Price.Don't forget about our monthly events, go to RedinNYC and get your tickets .www.redinnyc.comFREE NYC Real Estate Monthly Networking at Monarch Rooftop!flippersandfundersevents@gmail.comGet the latest New York Real Estate Newshttps://therealdeal.com/Please go to Itunes - Subscribe and leave a reviewThanks for tuning in.Keep the momentum going, Good things will happen. See acast.com/privacy for privacy and opt-out information.

This is episode #4 in the Automation Series. You can learn more about the Automation Series here. You can learn more about IOTA on their website. Tom Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney.  In this episode, Anthony Pompliano and Tom Lee discuss the impending labor crisis, the necessary implementation of automation to solve the labor crisis, the institutional investor’s viewpoint on crypto, the largest roadblocks for institutional investors getting into crypto, and the state of the investment research industry. 

Tom Lee, the Managing Partner and the Head of Research at Fundstrat Global Advisors joins the podcast. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney.  We discuss the state of institutional readiness for cryptoassets, the state of the market, Facebook's efforts and much more.    Learn more about Fundstrat at https://www.fundstrat.com/   For more information please visit our website at www.castleisland.vc and follow us on Twitter @CastleIslandVC.

Rich Kent oversees Avistone’s capital markets operations and brings more than 30 years of experience in financial services, real estate investment, and capital markets to the company. Having completed transactions in commercial properties valued at more than $2 billion, Richard served as a senior executive at Auction.com prior to founding Avistone. Over the course of his career, Richard has held senior positions in the commercial real estate departments of Wall Street firms, commercial banks, and real estate operating firms including Drexel Burnham, Salomon Smith Barney, Commercial Capital Bank (now JP Morgan Chase) and Deutsche Bank Berkshire Mortgage.Connect with Richwww.avistone.comFor today’s show notes, including audio and links to all the resources mentioned, visit www.limitless-estates.com/podcasts. For today’s video feed, visit our YouTube channel.To get access to our free Passive Investors Guide and monthly newsletters sign up at www.limitless-estates.comSchedule a free call with Kyle or Lalita hereTo find out more about partnering or investing in a multifamily deal email info@limitless-estates.com Local to Southern California? Attend our monthly meetup focused on Out of State Apartment investing. View our schedule at https://www.limitless-estates.com/events/meetupsJoin our Facebook Group - Passive Income through Multifamily Real EstateHave a question you would like answered on the show? Email us at info@limitless-estates.com.

Podcast Notes Key Takeaways “Venture capital is all about investing in people who are inventing the future. The people who are inventing the future tend to be technologists, engineers, and scientists – you have to be able to speak their language.”In venture investing, 1-2 investments usually return the whole fundAbout a third of the investments will be total dudsAdvice for recent college grads interested in being an entrepreneur:“Build your brand, be differentiated, be indispensable, stay close to the money, find where the capital is flowing, and stay close to it.”Also read A LOT – “And be voracious in your reading. I think you have to be exposed to so many things. This allows you to develop your passion and then from your passion develop an expertise and be able to stand out.”Be good to people – you never know when you might need someoneThe single best trait of an entrepreneur is somebody that can tell a story“They are the people that recruit talent. They are the people that can raise money. They are the people that garner attention and win deals and that is what makes the venture capital business.” Josh’s biggest failures are the things that have the permanence of regret“Choices I made, or relationships that I under-invested in, or people that I didn’t spend enough time with who passed… those to me are the biggest failures”You can lose money in an investment and make it right back in another, but you won’t always get that second chance if you lose a friendship/relationshipRead the full notes @ podcastnotes.orgBloomberg Opinion columnist Barry Ritholtz interviews Josh Wolfe, co-founder and managing partner at Lux Capital and a director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs and Variant. He is also a founding investor and board member with Bill Gates at Kymeta, which makes cutting-edge antennas for high-speed global satellite and space communications. A Westinghouse semi-finalist and a published scientist, Wolfe previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. 

Bloomberg Opinion columnist Barry Ritholtz interviews Josh Wolfe, co-founder and managing partner at Lux Capital and a director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs and Variant. He is also a founding investor and board member with Bill Gates at Kymeta, which makes cutting-edge antennas for high-speed global satellite and space communications. A Westinghouse semi-finalist and a published scientist, Wolfe previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. 

Our guest is Jonathan DeYoe of DeYoe Wealth Management in Berkeley, California. A native of Grand Rapids, South Dakota, Jonathan moved to the Bay Area in 1994. After an interesting start to his career, Jonathan spent time working for Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. In 2001, he founded DeYoe Wealth Management with the goal of holistic wealth management. Merging his independent financial advice with his own brand of top-notch customer care, Jonathon has built a firm with assets under management of over $250 Million. After this episode, be sure to check out his book, “Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend”. Available on Amazon.  Book: https://amzn.to/2MzL1wv Website: https://deyoewealthmanagement.com Contact: (510) 848-0012 2:16 Buddhist Studies and Financial Services 4:52 Holistic Wealth Management 6:35 Money First vs. Client First Focus 13:38 Self-Management Issues 16:59 Firm Focus- Active vs. Passive 22:00 Reviewing Financial Goals 24:06 Book 28:02 Financial Future 35:55 Wrap Up Thanks for listening! Listen to Money Managers on iTunes, iHeartRadio or Watch on Facebook or YouTube. FACEBOOK: http://www.facebook.com/MarcGuzmanHomes INSTAGRAM: http://www.instagram.com/MarcGuzmanHomes SNAPCHAT: http://www.snapchat.com/add/MarcGuzmanHomes TWITTER: http://www.twitter.com/MarcGuzmanHomes Company Website: http://www.BGAM.us Beer: http://www.eastbrotherbeer.com

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio In this episode the host John Siracusa chats with Hans Morris, partner at Nyca Partners.   Hans is the founding and managing partner of Nyca Partners, a fintech VC in New York and San Francisco founded in 2014, He is the chairman of the board of Lending Club, and a board member of AvidXchange, Boomtown, Payoneer, and SigFig. From 2010 to 2014 he was managing director at General Atlantic, From 2007 until 2010 he served as president of Visa Inc., and from 1980 until 2007, he worked at Citigroup, Before that he was at Salomon Smith Barney.   Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear Thursday's episode with Andrew Jamison from Extend.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Charles W. Scharf was appointed Chief Executive Officer and a Director of BNY Mellon in July 2017 and became Chairman of the Board of Directors effective January 1, 2018. Charlie was most recently Chief Executive Officer and a Director of Visa Inc. from October 2012 through December 2016, where he was recognized for transforming the firm into a technology-driven digital commerce company. Before joining Visa, Charlie was a managing director of One Equity Partners, the private investment arm of JPMorgan Chase & Co. Previously, he served as Chief Executive Officer of Retail Financial Services, one of JP Morgan Chase’s six lines of business, from 2004 to 2011, and as Chief Executive Officer of the retail division of Bank One Corp. from 2002 to 2004. Charlie also served as CFO of Bank One Corp. from 2000 to 2002, CFO of the Global Corporate and Investment Bank division at Citigroup from 1999 to 2000, and CFO of Salomon Smith Barney and its predecessor company from 1995 to 1999. Charlie is on the Board of Directors of Microsoft Corporation. He is also a member of the Business Council, on the Board of Trustees for Johns Hopkins University and is Chairman of the New York City Ballet. Charlie holds a Bachelor of Arts degree from Johns Hopkins University and an MBA degree from New York University. Connect with David on Twitter: twitter.com/DavidNovakOGO See more Podcasts: davidnovakleadership.com/leadership-podcast/ Take our Free Recognition Survey: davidnovakleadership.com/survey

In Episode 37 of Hidden Forces, host Demetri Kofinas speaks with Josh Wolfe, co-founder of Lux Capital. Lux Capital is a venture firm that specializes in the hard sciences, supporting scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh is also a founding investor and board member with Bill Gates in Kymeta, which makes cutting-edge antennas for high-speed global satellite and space communications. He is a Westinghouse semi-finalist and published scientist who previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. In 2008, Josh Wolfe co-founded and funded Kurion, a contrarian bet in the unlikely business of using advanced robotics and state-of-the-art engineering and chemistry to clean up nuclear waste. He is a columnist with Forbes who has lectured at MIT, Harvard, Yale, Cornell, Columbia, NYU and been invited to The White House and Capitol Hill to advise on nanotechnology and emerging technologies. The fields of science, technology, and investing are not new territory for Hidden Forces listeners. These are subjects that we have covered at length with previous guests, including Geoffrey West, Ray Monk, Robert Johnson, Christopher Cole, and Tim O'Reilly. Rarely, though, do we find ourselves in conversation with someone like Josh Wolfe, who has made a multi-billion dollar business of investing in and around ground-breaking technologies and innovations in the hard sciences. Some of these breakthroughs include artificial intelligence, advancements in medicine and biotechnology, gene editing, energy technology, and much, much more. In an effort to help us understand how he capitalizes on these breakthroughs, Josh Wolfe shares his unique perspective on investing with us, as well as his methodology for learning about the forces shaping our unknown future. What role does art play in informing our understanding of the world? How do we gain direction for our work from the insights provided to us by our passions? What information can we glean from the substance of our curiosities? How important are the presence of internal strife and discontentment in propelling us towards success? Can we learn to nurture our contrarian impulses in the face of our instinct to follow the herd? In a philosophical discussion that ranges from the material to the immaterial, Josh Wolfe inspires us to reckon with the paradox of our own humanity. Are we simply animals born in an indeterminate world whose mysteries we are helpless to uncover? Or, are life's greatest mysteries - the nature of reality and the hard problem of consciousness - open to same types of empirical analyses and reasoning that have propelled our species forward since the earliest days of human enlightenment? Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

This episode of Ideas to Invoices features Andrea Kalmans, a principal of Lontra Ventures. is an angel investor, She is an angel investor, mentor and technology advocate in Austin. She has worked as an executive with Dell and Salomon Smith Barney in its media investment bank in New York City. She earned her MBA from UT Austin and she has degrees in finance and economics from the University of Wisconsin at Madison. At Lontra Ventures, Kalmans focuses on the firm's technology portfolio with investments in artificial intelligence, analytics, audio and video, big data, database technologies, developer tools, high-performance computing, IT infrastructure and Internet of Things and Web optimization. Andrea is a mentor at Techstars Austin, Capital Factory, The Dell Medical Catalyst Program in Austin and the RealCo Accelerator/Geekdom Fund in San Antonio.     

Jonathan DeYoe is the author of “MINDFUL MONEY: Simple Practices For Reaching Your Financial Goals And Increasing Your Happiness Dividend,” a California-based financial advisor. During his twenty years as an advisor, he has managed investments at Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. In 2001, he founded his own wealth management firm, DeYoe Wealth Management. Today, Jonathan’s firm manages nearly $250 million for over two hundred families and foundations in the United States and overseas. What you’ll learn about in this episode Jonathan’s background Why Jonathan believes that we are stewards of our human, financial & environmental resources How the “six most, vital one” process guides Jonathan’s focus on a daily basis How Jonathan grew during a rough time in his career Why it’s so important to sharpen your saw Why Jonathan is so interested in what makes us behave the way we do Why people need to apply themselves across all categories in life Why you need to commit to playing offensively Why you need to be able to hear many different opinions & then make a decision How all of us have the ability to get through what happens in our environment Why you need to focus on getting yourself in order How best to connect with Jonathan: Website: happinessdividend.com Book: “Mindful Money: Simple Practices For Reaching Your Financial Goals And Increasing Your Happiness Dividend” Facebook: www.facebook.com/HappinessDividend

Guest host Chris Freer will interview Author, speaker, and financial coach Janice Goldman.Join us as we’ll discuss:How what you don’t know will hurt you.How love and money are two different things. Love shouldn’t have anything to do with money, and vice versa.Why Financial ignorance is not bliss!Having developed the Women's Financial Services Division at Howe Barnes Hoefer & Arnett and worked as Senior Vice President/Vice President at such prominent financial institutions as Salomon Smith Barney, Mesirow Financial and Merrill Lynch, Janice Goldman has over 32 years of financial experience under her belt. She specializes in working with women who need to learn how to make the necessary choices in order to thrive in their financial and personal lives. She is a speaker, financial coach, and author of Let’s Talk about Money: Girlfriends’ Guide to Protecting Her ASSets. To learn more about Janice Goldman go to www.askjanicegoldman.com

Timestamps 18:15 - How to make it work when your co-founder is your wife 28:39 - How to find product-market fit 36:24 - Selling his company Wildfire to Google 41:45 - What it's like working for Google 47:14 - The Swiss startup ecosystem Biography Alain Chuard is a Swiss serial entrepreneur and former professional snowboarder living in Palo Alto, California. He is best known as the founder and Chief product officer of Wildfire Interactive, the social media marketing technology company acquired by Google in July 2012. At Google, Alain was responsible for overseeing Wildfire’s strategy, integration into Google’s Display Ads Division, and external representation of the product. His early professional years were spent as a financial analyst with New York investment bank Salomon Smith Barney and as an Entrepreneur in Residence at Highland Capital Partners. Alain is also a former world-ranking professional snowboarder who competed on the World-Cup Pro Tour. He was ranked in the top 4 in Switzerland, placed in the top 4 in the NY State qualifier for the U.S. National Championships, and is among the most published snowboard athletes in history. Alain holds an MBA from the Stanford Graduate School of Business (2007) and a bachelor’s degree in economics from Macalester College (1999) in St. Paul, MN. --- Send in a voice message: https://anchor.fm/swisspreneur/message

We are so honored for this week’s distinguished guest, Mohamed el-Erian, whose list of accolades could go on for days.  He’s currently the Chief Economic Adviser at Allianz, chairs President Obama’s Global Development Council, a BloombergView columnist, and the New York Times best-selling author of ‘The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse.’  He previously worked for the International Monetary Fund, Salomon Smith Barney, and served as the CEO of PIMCO, the world’s biggest bond fund.  He’s a brilliant mind, but as you’ll quickly learn, many of his early career moves were a matter of necessity.  But he’s gained a lot of valuable wisdom in his historic career and he shares a ton of that advice, which everyone can benefit from.  

Join Jason Hartman and Andrew “Ranting Andy” Hoffman, Miles Franklin's Marketing Director, as they discuss the new game on Wall Street with its evil derivatives and destructive investment advice. Andy says Wall Street is no longer in the business of destroying retailers. Ever since the repeal of the Glass-Steagall Act, they've been in the business of destroying countries and taking power. Andy talks about Goldman-Sachs infiltration into political positions in other countries, and the infiltration into municipalities by other big Wall Street thugs, such as JP Morgan. For more details, please visit: www.JasonHartman.com. There is no more retail stock market and the consequence is record unemployment numbers. The government has been in bed with Wall Street and pushing out propaganda for years, but people are fed up with the game and the government is on the defensive. Andy also shares his expertise about the Gold Cartel and explains how the COMEX is a charade, controlled by the likes of Goldman-Sachs, causing people to lose confidence in the trades due to the wide spread between paper and physical gold. Andy warns that we need to protect ourselves as people become more disgruntled and distrusting, while the potential exists for the government to respond by tightening down the shackles with economic and perhaps even military martial law. Andy calls this the “end game” and people need to be prepared as citizens and nations lose their sovereignty. The paradigms that everyone has been taught about stock markets and home ownership don't apply anymore. Things are falling apart right now as the dollar continues to lose value through the non-stop printing presses.  The only real money is in the form of gold and silver, and only if you own it physically. It's time to simplify. Andrew ("Andy") Hoffman, CFA, joined Miles Franklin as Marketing Director in October 2011.  For a decade, he was a U.S.-based buy-side and sell-side analyst, most notably as an II-ranked oil service analyst at Salomon Smith Barney.  Since 2002, his focus has been entirely on Precious Metals, and since 2007 has written under the moniker "Ranting Andy."  Prior to joining the company, he spent five years working as an Investor Relations officer or consultant to numerous junior mining companies.  An archive of Andy's "RANTS" can be found on the Miles Franklin Blog.