Podcasts about sector head

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Best podcasts about sector head

Latest podcast episodes about sector head

IoT Dev Chat
Partnerships Power the Smart Grid of the Future

IoT Dev Chat

Play Episode Listen Later Oct 31, 2024 73:09 Transcription Available


Our energy landscape is undergoing rapid transformation. The power grid is no longer just infrastructure; it's a strategic enabler for sustainability across industries, allowing us to electrify processes traditionally reliant on fossil fuels. But this transition requires a modern, collaborative approach. In this podcast, industry thought leaders emphasize the urgency for grid modernization and the importance of partnerships among operators, manufacturers, and service providers. They discuss the need for standardized technologies and open digital architectures to optimize investments for a smarter, future-ready grid. Join us as we dive into the challenges and solutions, and learn how to optimize grid performance while balancing energy demands. Join us as we explore these ideas with: Marc Delandre, Director of Advanced Network Technologies, Enedis Ian Fogg, Research Director of Network Innovation, CCS Insight Valerie Layan, Head of Power & Grid Europe, Schneider Electric Paul O'Shaughnessy, Sector Head of Energy & Utilities, Advantech Philippe Vié, Global Group Lead for Energy, Utilities, & Chemicals, Capgemini Christina Cardoza, Editorial Director, insight.tech Paul, Philippe, Valerie, Marc, and Ian answer our questions about: Current state of grid modernization efforts What drives the grid of the future Demand pressures and technology limitations Renewable energy challenges and considerations Digital technologies shaping the smart grid Bringing edge AI into the energy space The role of the substation in grid modernization Future-proofing ongoing smart-grid efforts Working with partners like Intel and the E4S Alliance Customer examples and use cases Related Content To learn more about grid modernization, read The Grid of the Future. For the latest innovations from: Advantech, follow them on X at @Advantech_USA and LinkedIn Capgemini, follow them on LinkedIn Schneider Electric, follow them on X at @SchneiderElec and LinkedIn Enedis, follow them on X at @enedis and LinkedIn CCS Insight, follow them on X at @ccsinsight and LinkedIn

Straight Talking from Hogan Lovells
Introducing Insurance Horizons 2024-25 with Nicola Evans and Jordan Teti

Straight Talking from Hogan Lovells

Play Episode Listen Later Sep 23, 2024 7:09


In this podcast, Sector Head and partner Nicola Evans and counsel Jordan Teti introduce this year's publication of Insurance Horizons. They speak briefly on the key trends that are impacting the insurance sector, from digital transformation, to ESG, to geopolitical and economic uncertainty.

The Best of the Money Show
Primary healthcare an effective & urgent priority for SA while NHI takes shape

The Best of the Money Show

Play Episode Listen Later Sep 2, 2024 5:24


Stephen Grootes speaks to Liza Eustace, Sector Head for Healthcare, about why hospitality is an urgent priority for South Africa as the National Health Insurance (NHI) takes shape.See omnystudio.com/listener for privacy information.

The POWER Business Show
South Africa's beverage industry: A thirst for growth and innovation

The POWER Business Show

Play Episode Listen Later Aug 26, 2024 13:35


Noluthando Mthonti-Mlambo speaks to Brendan Grundlingh, Sector Head for CPG and Beverages at Rand Merchant Bank See omnystudio.com/listener for privacy information.

The Morning Review with Lester Kiewit Podcast
Companies Amendment Acts gazetted: On the cusp of company law change

The Morning Review with Lester Kiewit Podcast

Play Episode Listen Later Aug 2, 2024 12:46


Last week Friday (26 July 2024), both the Companies Amendment Bill and the Companies Second Amendment Bill were signed into law.These changes seek to promote the ease of doing business and impose greater corporate transparency on the earnings gap between the highest and lowest paid persons in a company. However, these amendments are not yet in operation and will only come into operation on a date or dates fixed by the President by notice in the Government Gazette.André de Lange, Sector Head, Corporate & Commercial Law at CDH See omnystudio.com/listener for privacy information.

Artificial Intelligence in Industry with Daniel Faggella
A Closer Look at Retail and eCommerce Trends Through the Lens of Athleisure - with Poonam Goyal of Bloomberg Intelligence

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Jul 30, 2024 25:58


Today's guest is Poonam Goyal, Sector Head and Senior eCommerce and Athleisure Analyst at Bloomberg Intelligence. Given post-pandemic retail and logistics trends, athleisure is frequently a ‘canary in the coalmine' for many cross-sector business challenges. Poonam returns to the program to talk about her reporting on the athleisure space and how her findings reflect more significant retail and eCommerce trends, from supply chains to Nike's shrinking moat in critical markets. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

CNBC's
Big Banks Get A Bump… Plus Housing Sector Head Scratcher 7/9/24

CNBC's "Fast Money"

Play Episode Listen Later Jul 9, 2024 43:38


Banks heading higher ahead of the group kicking off earnings season this Friday. The move in rates, and what Fed Chair Powell had to say on the hill. Plus No glut in the housing space. How inventory and prices are at a disconnect, and the impact on the housing in the 2nd half.  Fast Money Disclaimer

Mexico Business Now
“Making Mining Cool Again” by Salomon Amkie, Director, Latam Metals, and Mining Sector Head at Citibanamex (AA921)

Mexico Business Now

Play Episode Listen Later Mar 26, 2024 5:17


The following article of the mining industry is: “Making Mining Cool Again” by Salomon Amkie, Director, Latam Metals, and Mining Sector Head at Citibanamex

Showcasing the best people in paid media marketing
#EP146 - [ShopTalk] Poonam Goyal, Senior Research Retail Analyst, Bloomberg

Showcasing the best people in paid media marketing

Play Episode Listen Later Mar 19, 2024 14:27


Welcome to our ShopTalk US collection of episodes, bringing you insights from some of the brightest minds in digital marketing, retail and ecommerce. In this episode, we talk to Poonam Goyal, Sector Head and Senior Research Retail Analyst, Bloomberg.Enjoy!

Artificial Intelligence in Industry with Daniel Faggella
A Post-Pandemic Autopsy of Retail and eCommerce Challenges - with Poonam Goyal of Bloomberg Intelligence

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Mar 12, 2024 20:56


Today's guest is Poonam Goyal, Sector Head and Senior eCommerce and Athleisure Analyst at Bloomberg Intelligence. Given post-pandemic retail and logistics trends, athleisure is frequently a ‘canary in the coal mine' for many business challenges across supply chains and online marketing. She joins Emerj Senior Editor Matthew DeMello to talk about the eCommerce space more broadly through the lens of athleisure and how AI capabilities are helping to solve many of these challenges. To access Emerj's frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

Sales Game Changers | Tip-Filled  Conversations with Sales Leaders About Their Successful Careers
Significant Sales Success Strategies from Alteryx Public Sector Head Steve Harris

Sales Game Changers | Tip-Filled Conversations with Sales Leaders About Their Successful Careers

Play Episode Listen Later Feb 28, 2024 24:22


This is episode 654. Read the complete transcription on the Sales Game Changers Podcast website. Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! Today's show featured an interview with Steve Harris, President Alteryx Public Sector. STEVE'S ADVICE:  “People need to be responsible for their own development. That means that they need to hold their manager accountable, their second level manager accountable. They need to gain a baseline for where am I from a talent and development perspective. What are the things that you believe I do well and what are the things that you can help me understand that I could do better? Performance, we're here to deliver on the numbers that we're given. We're here to create results. How do I know the time that I'm spending is actually going to be accretive to those outcomes? Do I have a strong strategy? Do I know how to build ecosystem and relationships across the industry around my client? How do I know that I'm building good, solid pipeline? How do I personally pressure test that? How am I always thinking ahead to my plan to close?”

The Julia La Roche Show
#146 Darius Dale: We're Pivoting To A Reflation Macro Regime — What It Means For Markets 

The Julia La Roche Show

Play Episode Listen Later Feb 22, 2024 35:16


Darius Dale, founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, returns to The Julia La Roche Show for episode 146.  In this episode, Darius discusses the current market regime and the transition to a reflation regime. He explains the drivers of the reflation regime and the implications for portfolio construction. Dale also discusses the role of the Federal Reserve and interest rate policy in the current environment. He highlights the importance of liquidity and its impact on asset markets. Dale concludes by discussing the risks and benefits of the reflation regime and the potential for a market correction. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research firm based in Stamford, CT. At Hedgeye, Darius was the Sector Head of the Macro team and was a core contributor to the firm's economic outlook and associated investments. t strategy views. He joined the firm upon graduating from Yale. Links:  42 Macro https://42macro.com/ Darius on X/Twitter: https://twitter.com/dariusdale42 42 Macro on X/Twitter: https://twitter.com/42macro 42 Macro on YouTube: https://www.youtube.com/@42Macro 0:00 Introduction and macro view 1:20 Reflation regime and drivers 6:29 Understanding the Global Macro Risk Matrix 11:50 FOMC and interest rate policy 15:49 Liquidity cycle and implications 21:46 Benefits and drawbacks of the reflation regime 22:05 Risks and existing economic conditions 28:45 Risk of market correction 31:43 Parting thoughts, more on 42 Macro

The Julia La Roche Show
#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate

The Julia La Roche Show

Play Episode Listen Later Oct 19, 2023 40:56


Darius Dale (@DariusDale42), founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes, joins Julia La Roche on episode 112.  In this episode, Darius presented his proprietary 42 Macro Weather Model to share his economic and market outlook. Growth in the real economy is expected to decelerate over the next 12 months, while inflation is reaccelerating.  Darius' model predicts below-normal returns for the stock and bond markets over the next three months. It also suggests above-normal returns for the U.S. dollar and below-normal returns for commodities and Bitcoin. A key takeaway is that with so many negative indicators, cash is currently the preferred asset.  Darius also discussed the likelihood of a recession, citing that the most probable window for its onset is Q4 of 2023 to Q1 of 2024. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research firm based in Stamford, CT. At Hedgeye, Darius was the Sector Head of the Macro team and was a core contributor to the firm's economic outlook and associated investments. t strategy views. He joined the firm upon graduating from Yale. Links:  42 Macro https://42macro.com/ Darius on X/Twitter https://twitter.com/DariusDale42 42 Macro on X/Twitter: https://twitter.com/42macro 42 Macro on YouTube: https://www.youtube.com/@42Macro The Julia La Roche Show is produced by Marlinski Media. Timestamps: 0:00 Welcome Darius Dale to the show  1:15 Macro view using the 42 Macro Weather Model  6:50 Recession outlook  8:45 Indicators of a broader breakdown in the business cycle  13:00 Inflation was going to bottom at a level inconsistent with 2% mandate 14:30 Rethinking expectations for inflation target  20:30 Fed outlook  26:44 Higher for longer and the duration of how long  28:49 Why we could have a worse recession than investors are anticipating  29:48 Fed won't be able to do large-scale asset purchase programs that we're used to 30:35 Fourth Turning empirical analysis  33:55 Powell  35:50 Where are we within The Fourth Turning?  38:00 Parting thoughts 

BusinessLine Podcasts
'Current' Affairs: How the Centre's new rules can transform India's power sector

BusinessLine Podcasts

Play Episode Listen Later Aug 25, 2023 12:57


Electricity bills rise continuously, but State Distribution Companies (DISCOMs) are struggling financially. What is the reason for this? In this episode of the Energonomics podcast, Richa Mishra talks to Vikram V, Vice President and Sector Head, Corporate Ratings, ICRA, to understand issues that are affecting the power sector in India. Listen to In this episode, we take a look at the Union Power Ministry's rules that introduce a series of strategic reforms to resuscitate struggling DISCOMs. The rules streamline accounting, reporting, billing, and subsidies to DISCOMs. The rules also set a path to reduce AT&C loss and ensure proper Return on Equity (RoE) for the investors. Stay tuned to the Energonomics podcast for more insights into the pulse of India's power sector! --- Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message

The Return: Property & Investment Podcast
£100m investment in socially responsible development with Paul Clark, Stories Co-founder & CIO, Sophie White, Sector Head for Regeneration at Aviva Capital Partners and Anna Clare Harper

The Return: Property & Investment Podcast

Play Episode Listen Later Jun 22, 2023 20:39


I really enjoyed chatting with Paul Clark, Stories Co-founder & CIO, Sophie White, Sector Head for Regeneration at Aviva Capital Partners about their £100m joint venture in purposeful, socially responsible development.  Some highlights included: Measuring social responsibility  Using the right capital for long term projects  How trust and fear really show up in development partnerships Paul Clark LinkedIn: https://www.linkedin.com/in/paulrichardclark/ Website: https://www.stories.partners/ Sophie White LinkedIn: https://www.linkedin.com/in/sophie-white-89378a30/ Website: https://www.aviva.com/about-us/aviva-capital-partners/ Host LinkedIn: https://www.linkedin.com/in/annaclareharper/ Host website: remees.net

MAGELLAN - IN THE KNOW
Beyond the sheets: Dissecting the downfall of a US retail giant

MAGELLAN - IN THE KNOW

Play Episode Listen Later May 30, 2023 32:21


The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson, Sector Head of Franchises joins Magellan Portfolio Manager Jowell Amores to dissect the downfall of a company that was once a go-to retailer in the United States. They look at the case study of Bed Bath and Beyond, a US-based retailer that went from market juggernaut to bankruptcy as it struggled to maintain market share and adapt to changing consumer preferences. This story highlights the importance of strong management, sensible capital allocation and sustainable competitive advantages when considering the prospects of any retailer. It's a salutary story of what not to do in the consumer space, which has important lessons for any investor.

RETHINK RETAIL
Deviprasad Rambhatla, SVP & Sector Head, Retail Services & Transportation at Wipro

RETHINK RETAIL

Play Episode Listen Later May 12, 2023 34:56


Meet Deviprasad Rambhatla, SVP & Sector Head, Retail Services & Transportation at Wipro. Deviprasad is a business growth leader at Wipro with a strong background in computer science and systems engineering. With a Wharton School of Business graduate degree, Deviprasad is well-equipped to tackle complex challenges in today's retail landscape. Join us in this episode, hosted by Top Retail Influencer DeAnn Campbell, as she and Deviprasad explore the challenges facing the retail industry today and how businesses can overcome them. From financial instability to changing buyer preferences and labor scarcities, they'll discuss strategies for addressing these hurdles head-on. Tune in now to learn more! - - - - - - Hosted by: Top Retail Influencer, DeAnn Campbell Produced by: Gabriella Bock

Startup Mashup
S04E14 Cum arată viitorul orașelor? Cu Adrian Huma, Sector Head Automotive la ING Bank

Startup Mashup

Play Episode Listen Later May 5, 2023 44:10


Adrian Huma este Sector Head Automotive la ING Bank România. A fost invitat în studioul nostru unde am vorbit de oportunitățile pentru sectorul auto din România, dar și despre dezvoltarea orașelor inteligente. Adrian consideră că orașele de astăzi sunt catalizatori pentru energii pozitive, creative. Dar există și dezavantajele dezvoltării accelerate. “Un ritm de creștere prea mare ar putea să nu fie sustenabil pentru un oraș. Inclusiv la nivel de infrastructură”, consideră Adrian.

MAGELLAN - IN THE KNOW
Consumer deep dive — how best to weather the storm

MAGELLAN - IN THE KNOW

Play Episode Listen Later Apr 25, 2023 31:12


As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it's time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable competitive advantage. In this episode, Magellan's Head of Listed Funds, Jennifer Herbert is joined by Sector Head of Franchises & Healthcare Hannah Dickinson, and investment analysts Lucina Martin, and James Macdonald, for a broad exploration of the investment tactics used to identify the quality, compounding consumer-centred companies that will weather the wild economic storms.

The CEO Sessions
How One Leader Inspires 15,000 Employees to Believe in Themselves - Wipro Executive, Ashish Saxena

The CEO Sessions

Play Episode Listen Later Apr 7, 2023 41:01


One thing can inspire 15,000 employees to achieve greatness.I host Wirpro executive, Ashish Saxena, who shares his inspiring journey of growing up in a small village in India without electricity to becoming a leader of large global organization.You'll discover the strategy he uses to drive performance across the organization and engage his teams. Listen in and learn the secrets of leadership that can help you unlock the full potential of your workforce.Here's a little more about Ashish. He's the Wipro Senior Vice President and Sector Head of Manufacturing and Hi-Tech Business. Wipro is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital transformation needs. They have over 260,000 employees and Ashish's team is over 15,000 alone.He's had a 25+ year career demonstrating visionary leadership and outstanding performance managing Fortune 500 and Global 1000 client relationships. He also served as a leader for over 20 years at Tata Consultancy Services. He received his MBA from Rutger and also completed the Advanced Management Program at The Wharton School.What You'll Discover in this Episode:The biggest challenge when leading a global team of 15,000 employees.What he learned growing up without electricity.How leaders can inspire their teams.Why leaders should give their teams a platform to share their success. The importance of understanding the culture of a company.Four powerful strategies for managing big teams.Why building a strong team results in a more manageable calendar. The poem that fuels his work day.-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

HRchat Podcast
Ways HR and Admin Can Better Collaborate with Natalie Massey, Johns Hopkins

HRchat Podcast

Play Episode Listen Later Apr 6, 2023 12:43


The focus of this HRchat episode is 'Your Admin Staff: Tapping HR's Golden Natural Resource'. Listen as we consider such questions as: How will redefining Admin's role create a new pipeline of talent? How can HR and admin staff work together in the new workplace? And what challenges can admin and HR staff better tackle together? Our guest this time is Natalie Massey, Operations Coordinator of the Space Exploration Sector at the Johns Hopkins University Applied Physics Laboratory.Natalie leads the team that runs the SES office and supports the Sector Head and members of the Executive Leadership Team. She provides oversight and analysis of operations and prioritizes day-to-day operations. Natalie has been the recipient of a NASA Honor Award in Administrative Excellence and will be speaking at SHRM Talent Conference later this month!Questions For Natalie Include:You're presenting at the upcoming SHRM Talent Conference. The session is called “Your Admin Staff: Tapping HR'sGolden Natural Resource”. Tell us more!Why SHRM Talent? Given the onset of generative AI and machine learning, what does the admin professional role and job description look like in the new workplace?More About NataliePreviously, Natalie served as Executive Assistant to NASA's Deputy Administrator, where she directly contributed to the overall Agency vision and independently performed administrative management functions that serviced organizational requirements. She demonstrated critical, institutional familiarity of agency process and history to enable thoughtful decision-making on behalf of the Deputy Administrator.Natalie joined NASA in September 1996 as a Cooperative Office Experience student at Goddard Space Flight Center and has served in a variety of roles at the agency, including at Headquarters in 2010.  Natalie has over 25 years of progressive experience in programs and projects related to NASA strategy formulation, science, and technology investments. She has had significant experience in the development and implementation of strategies to maintain a viable administrative community.Ms. Massey earned a B.A. in Communication Studies – Technical Writing and a certification in Desktop Publishing from the University of Maryland University College.We do our best to ensure editorial objectivity. The views and ideas shared by our guests and sponsors are entirely independent of The HR Gazette, HRchat Podcast and Iceni Media Inc.   

Software Lifecycle Stories
Embedded programming to heading Cloud Platforms with Bindu

Software Lifecycle Stories

Play Episode Listen Later Apr 1, 2023 37:32


In this podcast episode, Gayatri Kalyanaraman is in conversation with Bindu Sunil, Sector Head and Engineering Director - Cloud Data Platforms and AI in Wipro. Bindu started her carrier in Kirloskar as a design engineer for alternators.She then moved to Tata Elxsi as an embedded developerBindu shares her experience of building the teams being a techie at heartLearnt the basics of cloud right at the beginning of 2012Shares her growth story within Wipro cloud Talks about being Cloud advisory, program director, cloud center of excellence within WiproShe then moved to become a practice leader in the cloud platformBindu shares how she has rediscovered herself from embedded engineer to Cloud Practice headBindu shares how her perspective changed from a constraint based environment on embedded to cloudBindu Sunil is the Director of Engineering with 21 years of experience, developing and applying new technologies to manage and deliver complex projects spanning Internet Scale Computing, Cloud platforms, AI/ML in Medical Devices and Healthcare, Consumer Electronics, Electrical manufacturing domains on Data platforms, AI, Cloud (AWS), Embedded Systems, and Firmware technologies. R&D leadership in various roles - engineering manager, program manager, delivery manager, cloud consultant, and practice lead. Bindu can be reached at https://www.linkedin.com/in/bindusunil/

Confessions Of A Market Maker
Episode #97: Felix Wang- China Sector Head at Hedgeye on Investing and Trading China

Confessions Of A Market Maker

Play Episode Listen Later Dec 20, 2022 67:55


Partner, Managing Director and China Sector Head at Hedgeye. Before joining Hedgeye, he worked at an asset management firm where he focused on China equities. A CFA® charter holder and graduated cum laude from the Wharton School. He has been featured on Bloomberg, Barron's, Fast Money and many more. Confessions of a Market Maker Presents Felix Wang---------------------------------------------------------------------------------------------***Any listener of this podcast that has the skills to pass an evaluation can become a prop trader fully funded by either APEX Trader or Topstep Funding. Our own microefutures trading community has many members who are now fully funded. No need to trade with your own money and keep 90% of your profits. To learn more, visit our website at microefutures.com***---------------------------------------------------------------------------------------------Felix on Twitter: https://twitter.com/HedgeyeChina?s=20&t=6QYDwwq8WOsYUlumcBobQAHedgeye China Pro: https://accounts.hedgeye.com/products/china_pro/659!660?utm_source=twitter&utm_medium=social&utm_content=%2Fchina-pro-save-700-tweet&utm_campaign=twitter-organicJJ on Twitter: https://twitter.com/vwaptrader1?s=20&t=6QYDwwq8WOsYUlumcBobQARay on Twitter: https://twitter.com/AllxDayxRayx

MAGELLAN - IN THE KNOW
‘Revenge travel' – the recovery, opportunities and risks for investments

MAGELLAN - IN THE KNOW

Play Episode Listen Later Dec 19, 2022 35:45


In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the associated investment opportunities. Ofer is joined by Ryan Joyce, Sector Head of Technology, Hannah Dickinson, Sector Head of Franchises, and Yathavan Suthaharan, Industrials Analyst. From airlines to accommodation, luxury retail to technology and manufacturing to aircraft maintenance, together they discuss the companies that might benefit from the re-opening up of the travel sector post covid and what risks and opportunities might lie ahead. There are also some fascinating revelations about the way the pandemic has forced these industries to evolve.

Supply Chain 24/7 Podcast
The Current state of Freight Transportation and Logistics Markets

Supply Chain 24/7 Podcast

Play Episode Listen Later Dec 12, 2022 3:59


In this podcast, Jeff Berman, Group News Editor for Logistics Management and the Peerless Media Supply Chain Group, interviews Lee Klaskow, Senior Global Transportation & Logistics Analyst and Sector Head, for Bloomberg Intelligence, a division of Bloomberg LP.

China Perspectives
Macao Gaming – An Elusive Recovery

China Perspectives

Play Episode Listen Later Sep 29, 2022 37:44


Colin Mansfield, Sector Head for US Gaming, Lodging & Leisure at Fitch Ratings, positions Macao's elusive gaming recovery within a broader global industry backdrop, and sheds light on the recent tenders for Macao's new gaming concessions.

Legal updates | Simmons & Simmons
Bloomberg predictions followed by closing remarks

Legal updates | Simmons & Simmons

Play Episode Listen Later May 24, 2022 23:07


Anurag Rana, Sector Head and Senior equity research analyst, Software and IT services, Bloomberg Intelligence - In this session Bloomberg is looking ahead and predicts upcoming trends in the area of digitalisation.

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#115 - Darius Dale - Will the FED Pivot Dovish? Deflation and the Opportunity in Bonds

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later May 12, 2022 47:01


Hello everyone, I'm Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.Today I'm delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.Prior to 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management. Here Darius focused among other things on the firm's economic outlook and associated investment strategy views as the Sector Head of the Macro team. Darius joined Hedgeye after graduating from Yale and worked there for ~12 years.In this interview, you'll hear Darius's strategic updates post the FED fund rate meeting last week. We'll cover his views on global growth, inflation, the US dollar, interest rates, and how these macro variables are likely to affect assets such as equities, bonds, crypto, and more. We also wrap up the session by digging into Darius' data-driven 42 macro models that he uses to assess the markets.Enjoy42macro.com@42macroDDaleThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

The Asset Class by Strictly Business
The Asset Class: Hannes Van Den Berg And Chris Steward

The Asset Class by Strictly Business

Play Episode Listen Later Apr 13, 2022 15:21


Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Chris Steward is the Sector Head of Financials, responsible for SA Equity & Multi-Asset strategies within the 4Factor team, as well as the SA & African Credit team, at Ninety One

The Asset Class by Strictly Business
The Asset Class: Hannes Van Den Berg And Chris Steward

The Asset Class by Strictly Business

Play Episode Listen Later Apr 13, 2022 15:21


Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Chris Steward is the Sector Head of Financials, responsible for SA Equity & Multi-Asset strategies within the 4Factor team, as well as the SA & African Credit team, at Ninety One

All Things Markets
How discount brokerages disrupted pricing strategy

All Things Markets

Play Episode Listen Later Dec 2, 2021 14:16


As Indian markets have seen a robust increase in trading volume with equities hitting record high multiple times post-pandemic, brokerage firms have made great business. Bank-brokerages reported a strong uptick in earnings in the last fiscal but The retail broking segment has seen a significant disruption in the last few years due to the growing prominence of discount brokerages. So, how have competitively priced offerings of discount brokers and the no-frill basic accounts and services resulted in the realignment of the pricing strategy across the industry. To discuss that I am in conversation with Samriddhi Chowdhary, Vice President & Sector Head, ICRA.

In Focus by The Hindu
Can reforms save India's telecom sector? | In Focus

In Focus by The Hindu

Play Episode Listen Later Oct 6, 2021 20:09


On September 15th, the Union Cabinet approved a series of reforms and relief measures for the telecom sector. The most significant of these is a four-year moratorium on payments stemming from the Supreme Court's September 2020 judgement on Adjusted Gross Revenue (AGR). Another one is the decision to remove all non-telecom revenue from AGR. The telecom sector is also now allowed to receive 100% FDI through the automatic route – up from the 49% that was permitted earlier. Taken together, these policy changes are expected to help the telecom majors overcome short-term liquidity issues, and raise capital, enabling them to keep their debts under control and invest in capacity-building. However, questions remain. What is the actual quantum of relief on offer? Will it be adequate for those players who are under a mountain of debt? And can the reforms package sustain a three-player market? We explore these questions in this episode. Guest: Ankit Jain, Assistant Vice President and Sector Head, Corporate Ratings, at ICRA Limited Host: G. Sampath, Social Affairs Editor, The Hindu

HSBC Talks Business
Managing cash for growth: Tomorrow Ready

HSBC Talks Business

Play Episode Listen Later Jun 30, 2021 21:17


As the recovery continues, businesses are increasingly looking to move into growth mode. Nadia Hossen Mamode, Chartered Accountant and Founder of VCCA, Peter Charles, FD of Pai Skincare, and Claire Castelli, Sector Head for Retail and Leisure, Global Liquidity and Cash Management at HSBC UK, share their experiences and insights into how businesses can keep control of cash and ensure a healthy cashflow as they move from survival to growth.This episode is part of the Tomorrow Ready podcast mini-series which covers, cash management and finance, business resilience, international trade, sustainability and digital transformation. To find out more about our Tomorrow Ready programme click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

The BongoHive Podcast
S2 Episode 2: Business Continuity: An Entrepreneur's Journey Through a Pandemic with Chishimba and Monde Nyambe, and Brian Ross

The BongoHive Podcast

Play Episode Listen Later Mar 4, 2021 35:04


We explore the effects of the COVID-19 pandemic on local businesses, speaking to business owners Chishimba and Monde Nyambe, and Brian Ross from Prospero Zambia. We also hear from Sophie Nanteza, who shares key learnings about business continuity during these unprecedented times. Our guests: Chishimba and Monde Nyambe, Managing Partners at PR Girl Media. They specialise in traditional and digital Public Relations solutions, that also include event management. Brain Ross is the Deputy CEO and Sector Head for Tourism and Hospitality at Prospero Zambia. His role within Prospero focuses on ensuring effective overall delivery of the company's strategy and also facilitating meaningful investments to drive inclusive growth of MSMEs within Zambia's tourism, artisanal products and conservation sectors. Sophie Nanteza is an International Consultant for the UN International Trade Centre. She works with tech entrepreneurs across sub-Saharan Africa, to develop and implement business models and processes with the intent to grow sustainable businesses. --- Send in a voice message: https://anchor.fm/bongohive/message

The Webby Podcast
S7 EP11: YouGov with Tamara Alesi

The Webby Podcast

Play Episode Listen Later Jan 12, 2021 36:37


Tamara Alesi, Sector Head of Agencies and Media, Americas at YouGov joins to discuss topics ranging from how Covid has effected the food choices of young people to its impact on holiday shopping - and even why older Americans are watching more news than ever. Hosted on Acast. See acast.com/privacy for more information.

Data Analytics with Matthew Bernath
S1 / E2 - Positive shifts in healthcare and hospitality - Jessica Spira, Sector Head: Healthcare and Hospitality at RMB

Data Analytics with Matthew Bernath

Play Episode Listen Later Dec 17, 2020 9:05


In this episode we are joined by Jessica Spira, Sector Head of Healthcare and Hospitality at RMB. Jessica has been in the bank for almost 20 years and has seen first-hand the monumental shift in the use of data. This has been made possible by establishing the correct systems and processes, allowing the Group to change the way in which they approach their clients — having this data at their disposal enables them to add proper value across the board. Please enjoy the conversation and subscribe for more. Read more: https://www.rmb.co.za/page/positive-shifts-in-healthcare-and-hospitalitySee omnystudio.com/listener for privacy information.

Space Capital Podcast
Ep. 19 - The GPS Playbook

Space Capital Podcast

Play Episode Listen Later May 19, 2020 34:09


GPS is a space-based technology that has generated trillions of dollars in economic value and some of the largest venture outcomes in history. “The GPS Playbook”, a new report by Space Capital and Silicon Valley Bank, demonstrates the potential for Space-based Communications and Geospatial Intelligence markets to generate over $1 trillion in equity value over the next decade. In this episode, we speak to Ann Kim, Managing Director and Sector Head of Frontier Technology at SVB, the bank of the world's most innovative companies and their investors.