Podcasts about senior partner

In this episode, I share an interview with Sammy Obara, Founder and Senior Partner at Honsha, a consulting firm made up of former Toyota employees. He recently presented a topic called “Kaizen without Borders” at the 2025 UCSD ProcessPalooza, and I invited him on the podcast. We discuss applying these powerful concepts to NGOs and Continue Reading

TriloTalk episode 37 focuses on a specific type of medical device, the drug-delivery system. Writing for drug-delivery systems is all about being fluent in two languages – drugs and devices. Julia Forjanic Klapproth, Senior Partner at Trilogy, Laura Collada, Senior Medical Writing Manager at Trilogy, and Raquel Billiones, Director of Medical Writing at AstraZeneca, talk about this and what medical writers need to understand when crafting these regulatory documents.  

In this follow-up to our last episode on Safety in Design, Host Alizabeth Aramowicz Smith sits down with Meng Liu, Senior Partner at Anew Global Consulting in China, to discuss two case studies that highlight the benefits of this approach. Meng shares the outcomes of a factory consultation for an  electric vehicle manufacturer and a construction project for a university, with time pressures to accommodate the academic year.---------Guest Quote:“ Sometimes people think safety is like additional measure and the cost to a project, but that's not always the case. Sometimes we can help the clients to save money and also improve their schedule.”---------Time Stamps(01:43) Construction at a top university, with time pressures (06:36) Supporting a top electric vehicle manufacturer (10:55) Proving ROI and finding supportive stakeholders---------Sponsor copyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/ to learn more. ---------Links Inogenalliance.com/resourcesInogenalliance.com/podcastAlizabeth on LinkedIn: https://www.linkedin.com/in/alizabeth-aramowicz-smith-61618615/Meng on LinkedIn: https://www.linkedin.com/in/mengliu/

Sarah Elk, Senior Partner at Bain & Company and global leader of its operating model work, brings a clear, pragmatic lens to why so many large-scale change efforts fail to stick. Drawing on decades of advising multinational organizations, she diagnoses the structural and behavioral traps that cause transformations to stall, and shares the disciplines that make change durable.   Elk emphasizes that transformation is not a one-off program but an enduring capability that must be “led from the top and embedded in the culture.” She cautions against outsourcing responsibility to a program office: “If the CEO is not leading it and the leadership team isn't engaged in the change, you might get something done, but it will erode quickly.”   Key Insights from the Conversation: Clarity on Non-Negotiables Many failed transformations lack a shared definition of the “non-negotiables” in the new operating model. Without them, execution becomes fragmented. “You have to be crystal clear on what's standard and what's flexible.”   Outcomes Over Activity Successful change efforts anchor to measurable business results, not just activity metrics or generic benchmarks. “It's not about hitting 80 percent of a checklist. It's about whether you've moved the needle on the outcomes you care about.”   Leadership Alignment Is a Continuous Process Alignment isn't built in a single offsite; it requires ongoing dialogue, joint problem-solving, and confronting decisions that challenge entrenched interests. “You need the leadership team acting as one—every week, every month—not just at the kickoff.”   Manage Change Fatigue Overloading the organization erodes momentum. Sequencing initiatives and celebrating visible early wins tied to strategy helps sustain energy. “People get tired. You have to show progress and give them space to breathe.”   Governance, Incentives, and Talent Must Evolve Together Elk warns that without parallel changes to systems and structures, “behavior will revert to what it was before.”   The discussion reframes transformation from a high-profile event into a muscle organizations must build and maintain. For executives seeking change that endures beyond the initial push, Elk offers a blueprint grounded in operational rigor, leadership accountability, and cultural realism.   Get Sarah's book here: https://shorturl.at/Tyotz Doing Agile Right: Transformation Without Chaos   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

From a small town in Eastern Kentucky to advising on over $1.5 trillion in M&A transactions, Jim Woolery's career journey is worth tracking. As a former Senior Partner at elite law firm Cravath, Swaine & Moore LLP, Co-head of M&A at JP Morgan, and hedge fund founder, Jim shares the strategic decisions and bold moves that shaped his extraordinary career.In this episode, Jim reveals:The one simple thing you must do to make partner at a top law firmHow he transitioned from law to investment banking at the highest levelsWhy he left a prestigious partnership to keep challenging himselfThe "country lawyering" tactics that closed billion-dollar dealsHis framework for prioritizing the 3 critical elements in every transactionWhy he founded his own advisory firm after hedge fund successJim's story demonstrates the power of continuous learning, strategic risk-taking, and staying ahead of market trends. Whether you're climbing the corporate ladder, considering a career pivot, or building your own firm, this conversation offers invaluable insights from someone who mastered multiple industries at their pinnacle.Connect with Jim: 917-841-4832 | https://www.wooleryco.com/Topics: Career transitions, M&A, corporate law, investment banking, hedge funds, entrepreneurship, leadership

"Solving the same problem over and over again is fine. The really great people find interest and excitement in solving different types of problems, applying different skill sets, constantly learning and figuring out how to solve a problem. The second thing is: they ask really great questions. The best consultants that I've worked with are really keen to define the problem they're to solve and understand it before they try to solve it. The lesser consultants give you an answer before they fully understand the question."Senior Partner with Kinavic Leadership Acceleration and a consultant to the consultants Juan Pablo Gonzalez has made his triumphant return to our show and if you listened to his first appearance in episode 826 then you already know you're in for something special.  In today's disucssion, Juan Pablo and Jay are taking a hard look at the consulting profession and putting some of the finer points of what it takes to be a consultant on display.  These two culture conquerors are getting into how sometimes a question is asked for the implications the answer will give instead of the answer itself, understanding that different organizations run in different ways and are better fits for some than others, and how strategy can be broken down into simply making choices.  It's always a treat to have Juan Pablo on the show and we're already looking forward to having him back on The Culture Matters Podcast.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry's most prolific private equity technology investors.We sat down with Nic Humphries in Hg's London office. Nic is the Senior Partner and Executive Chairman of Hg and Head of the firm's Saturn fund.Hg, one of the top 10 largest PE firms globally based on the PEI300 ranking, has built an impressive investment engine focused on mission-critical enterprise software. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Nic is responsible for Hg's strategy, management, and governance. On the investing side, Nic focuses on larger software investments that provide daily-use mission critical applications for accountants, tax / compliance professionals, and designers / engineers / scientists. He has brought his electrical engineering background to bear to go a “mile deep” into a category where Hg has become an unquestioned market leader.Nic balances being both a detail-oriented specialist with a vision for both the enterprise software industry and Hg as a firm. We had a fascinating discussion about enterprise software investing, how to create European software giants, applying AI to make companies more efficient, and much more.We covered:The origin story of Hg.How Hg grew into one of the industry's leading software focused private equity firms.How an engineering mindset has helped Nic become a leading investor.Why Hg focuses on mission-critical enterprise software and why it's a compelling investment thesis.Why enterprise software investing can be considered a low volatility investment strategy and how Hg has delivered consistent returns to investors.How to effectively manage exits and DPI.Why Europe, why now?How AI could impact technology and services businesses.Thanks Nic for coming on the show to share your wisdom and expertise about enterprise software and private markets.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:00 Introduction to our Sponsor, Juniper Square01:40 Introducing Nic Humphries01:56 Hg's Investment Strategy04:03 Nic's Background and Career Journey04:46 Engineering Mindset in Investing05:14 Long-Term Business Thinking05:58 Hg's Focus on Accounting Software06:45 Growth Drivers in SMB Market09:05 Impact of AI on Enterprise Software09:34 Platform Shifts in Technology11:10 Adapting to AI in Business12:15 Mission Critical Software14:02 Challenges of AI Integration14:58 Embedding Products and Services17:13 Organic Growth vs. Acquisitions20:51 Geographical Expansion Strategies21:59 European vs. North American Markets23:30 Management Teams and Expansion24:32 Jurisdictional Challenges in Europe25:05 Hg's Investment Philosophy25:50 Mission Critical Software in Europe36:22 Hg's Consistent Investment Returns38:00 Conclusion and Final Thoughts40:13 Understanding Recurring Revenues40:59 The Importance of Discipline in Investing41:48 Learning from Past Experiences43:30 Maintaining Excitement and Focus45:26 The Role of Realization Committees46:44 Continuous Improvement Culture47:42 The Importance of Cash Returns48:51 Exit Strategies and Realization Committees50:32 Re-underwriting Investments52:40 AI's Impact on Software Development54:17 The Rule of 40 and AI54:38 Investing in AI: Startups vs. Established Businesses55:59 Hg's Growth Strategy58:56 Specialization in B2B Back Office Software01:01:35 Fund Structure and Management01:03:27 Expanding into the Wealth Channel01:03:48 Hg Capital Trust and Fusion Fund01:05:27 Communicating with a Broader Audience01:06:39 The Importance of Brand in Wealth Management01:07:32 Connecting Private Markets to Everyday Life01:09:36 The Prevalence of Private Companies01:11:09 Aligning Interests with Investors01:12:19 Investment Decisions and Long-term Growth01:14:21 Future Growth Opportunities for Hg01:16:38 The Role of AI in Future Investments Editing and post-production work for this episode was provided by The Podcast Consultant.DisclaimerThe views and opinions expressed in this episode are those of the speaker and do not necessarily reflect the official policy or position of any affiliated organization.Any references to past performance, including IRR or MOIC figures, are presented on a gross basis and do not reflect the deduction of fees, expenses, or carried interest. These figures are illustrative and not necessarily indicative of future results. Statements regarding industry rankings, success rates, or performance consistency are based on internal analysis and may not be indepe...

In this “Best of” edition, host Duane Schulthess revisits two landmark conversations on the long-term impact of the Inflation Reduction Act (IRA) on the biopharmaceutical industry. First, Peter Kolchinsky (Managing Partner, RA Capital Management; Steering Committee Member, No Patient Left Behind), explains why nine-year negotiation timelines for small molecules undermine early-stage R&D and how extending biologics to 13 years still falls short of the “social contract” Congress originally intended. Then, John LaMattina (former President of Pfizer Global R&D; Senior Partner, PureTech Health) discusses how real-world IRA pricing is reshaping pipelines, discovery priorities, and venture capital strategies. Key Topics: IRA negotiation timelines and their effect on R&D decisions Differential price-setting mechanisms: nine years for small molecules vs. 13 years for biologics Patient access challenges under out-of-pocket caps and the case for insurance reform The march-in rights debate and its (limited) practical impact Shifts in VC focus and logical portfolio rebalancing Read our research on the impacts of the IRA: https://vitaltransformation.com/2025/04/inflation-reduction-act-two-years-on-investor-behavior-rd-impacts-proposed-solutions/ Originally broadcast Jan 17, 2024 and Mar 27, 2024. Edited and compiled Aug 2025. Opinions expressed are those of the speakers.See omnystudio.com/listener for privacy information.

While Safety in Design is not a new concept, there is a resurgence of interest in this proactive design strategy that helps eliminate risks at the outset of a project. In this episode, we discuss Safety in Design across the world, diving into how it improves worker safety, construction schedules and financial outcomes. We hear from Alizabeth Aramowicz Smith, VP at Antea Group USA, Global Health & Safety Working Group Leader at the Inogen Alliance, as well as Arun Shourie, Senior Manager at Chola MS Risk in India, and Meng Liu, Senior Partner at Anew Global Consulting in China. ---------Guest Quotes“ This whole process of Safety in Design demonstrates the commitment of an employer towards an employee, towards the wellbeing of an employee.” - Arun“It's not only about safety, it is also about cost and schedule and efficiency.” Meng---------Time Stamps(00:00) Safety in Design and reducing risks (00:46) Meet the hosts and guests(04:38) Why Safety in Design matters now (09:55) Design decisions and risk prevention(18:10) Case studies from India and China(26:45)  Making the business case to leadership(32:20)  Phil and Alizabeth's key takeaways---------Sponsor copyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/ to learn more. ---------Links Inogenalliance.com/resourcesInogenalliance.com/podcastPhil on LinkedIn: https://www.linkedin.com/in/phildillard/ Alizabeth on LinkedIn: https://www.linkedin.com/in/alizabeth-aramowicz-smith-61618615/ Meng on LinkedIn: https://www.linkedin.com/in/mengliu/

White and Williams has one of the longest-standing Subrogation Practices in the nation. This series of the Subro Sessions podcast entitled “Getting to Know Subro,” is hosted by Lian Skaf, Partner. In the most recent episode, Lian interviews Bill Schmidt, Senior Partner, who will be retiring at the end of August after a 40+ year career practicing law. Bill shares how he plans to spend retirement, his love of basketball and how he started his career, along with tips for subrogation attorneys.

For this episode, let's revisit one of Strategy Skills classics, where we interviewed Kate Smaje, Senior Partner at McKinsey & Company and Global Leader of McKinsey Digital.   In this episode, Kate offers a clear-eyed and disciplined perspective on what it takes for organizations to succeed in digital transformation. Drawing from deep client work across industries, she outlines a practical, results-focused view of how digital can be embedded into the operating core, not treated as a parallel initiative or buzzword.   Kate Smaje challenges conventional narratives around innovation, urging leaders to look beyond technology adoption and focus instead on talent systems, cultural alignment, and strategic clarity. “We often start with a conversation about tech, but the value comes from the way you bring it all together,” she says. “If you think digital is the job of the digital team, you've missed the point. It's about how the whole organization behaves.”   Key Takeaways: Digital Transformation Must Be CEO-Led and Enterprise-Wide Smaje emphasizes that meaningful transformation requires the involvement of the full organization, not just IT or digital teams. “Digital is everyone's job. The companies who really succeed have a CEO and leadership team who are actively engaged.” Shift Metrics from Volume to Value She critiques outdated performance metrics: “If you're just measuring lines of code or hours worked or features shipped, you're not measuring outcomes.” Technology Without Architecture Is Just Chaos Many companies overemphasize agile practices but underinvest in foundational tech and data coherence. “You can't run 300 agile teams and not have an architecture that supports it. It's like having everyone run at speed but in different directions.” Product Ownership and Cross-Functional Clarity Are Essential Successful organizations empower teams with clear product mandates while maintaining enterprise-wide alignment. “The product owner model is about creating real accountability, with multidisciplinary teams who have the context to make decisions.” Leadership Behavior Drives Cultural Change Where leaders focus their time is a key signal: “One of the biggest indicators of success is how leadership spends its calendar.” This conversation is essential listening for senior executives who want to move beyond surface-level digital initiatives and embed durable capabilities that support both innovation and performance. Smaje leaves no doubt: digital excellence is not a side project—it's a leadership discipline.   Get Kate's book here: https://shorturl.at/hxqk6 REWIRED: The McKinsey Guide to Outcompeting in the Age of Digital and AI. Eric Lamarre, Kate Smaje, Rodney Zemmel.   Here are some free gifts for you:   Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Anji Miller is Senior Partner for Academic Engagement at healthcare charity LifeArc. LifeArc help turn great research into real-world healthcare products – from bench to bedside. Sarah and Anji talk about Trusting her instincts, even when others didn't understand her career choice Embracing opportunities and making the next best move Why she is a passionate advocate for mentoring, EDI and STEM initiatives Seeing the impact of her work on patients and the people she has supported   Find out more Read the show notes and transcript on the podcast website Connect with Anji on LinkedIn Find out about LifeArc   About Research Adjacent Fill out the research-adjacent careers quiz Sign up to the Research Adjacent newsletter Follow Research Adjacent on LinkedIn Instagram and BlueSky Email a comment, question or suggestion Leave Sarah a voice message

As global trade tensions rise and Singapore exporters brace for higher tariffs on goods like semiconductors and pharmaceuticals, what should businesses here be doing to stay ahead? On Industry Insight, Chua Soon Ghee, Senior Partner at global consultancy Kearney, breaks down how companies in Singapore and the region can respond — from rethinking procurement and diversifying supply chains, to building strategic agility and unlocking new growth opportunities in ASEAN and beyond.See omnystudio.com/listener for privacy information.

In this episode of "The Free Lawyer," host Gary Miles interviews Alexandra "Sasha" Berkowitz, discussing Sasha's journey from contract lawyer to founding her intellectual property firm, Iconic Inc. Sasha shares insights on overcoming fears, embracing entrepreneurship, and prioritizing personal well-being. She highlights the value of flexibility, meaningful client relationships, and cost-effective legal services. The conversation offers practical advice for lawyers seeking independence and fulfillment, emphasizing the importance of aligning career choices with personal values and goals. Sasha's story inspires listeners to pursue professional growth and personal freedom within the legal field.Sasha first developed a love of intellectual property during a trip to the World Intellectual Property Organization headquarters in Geneva, Switzerland as an undergraduate student. After a brief stint as an IP paralegal, Sasha attended law school at the University of San Diego School of Law in San Diego, California, where she concentrated on intellectual property law. Following her tenure as Senior Partner at a World Trademark Reporter-rated firm, Sasha launched Iconic Inc.Sasha has over a decade of experience assisting small and medium businesses in all industries with securing and protecting their intellectual property rights. She provides advice and counsel to clients nationwide, and is dedicated to helping them protect their intangible assets in a way that is accessible and affordable.Decision to Start Her Own Firm (00:04:36) Managing Mindset and Overcoming Fears (00:05:10) Early Success and Client Work (00:06:04) Benefits of Independence (00:06:25) Dealing with Doubts and Work-Life Balance (00:06:46) Advice for Lawyers Considering Entrepreneurship (00:07:34)Personal Growth and Lessons Learned (00:08:26) Marketing and Business Development Strategies (00:09:30) Biggest Challenges in Running a Firm (00:10:20) Balancing Cost-Effective Services and Profitability (00:10:49) Client Collaboration and Proactive Legal Solutions (00:11:51) Building Strong Client Relationships (00:12:53)Professional Development and Differentiation (00:13:48) Fee Structures: Flat Fees vs. Hourly Billing (00:14:27) Problems with Hourly Billing and Benefits of Alternatives (00:14:59) Attorney Burnout: Causes and Solutions (00:16:50) Advice on Facing Fears and Finding Mentors (00:17:34) Advice to Her Younger Self and Career Reflections (00:19:02) Greatest Joys of Founding Iconic Inc. (00:20:08) Final Advice for Unhappy Lawyers (00:20:42) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

178/136: Als Chief Operating Officer (COO) Germany und Eastern Europe in einer der weltweit größten Wirtschaftskanzleien spielt Astrid Altmann Forbes eine zentrale Rolle in der Führung und strategischen Ausrichtung des Unternehmens. In ihrer Rolle als COO arbeitet sie Hand in Hand mit dem Senior Partner und dem German Executive Team zusammen, um die langfristige Vision und das kontinuierliche Wachstum der Kanzlei voranzutreiben. Darüber hinaus ist sie verantwortlich für die Leitung und Koordination von mehr als 250 Business Team Mitgliedern in Deutschland. Die Business Teams umfassen neben den Bereichen Business Development & Marketing, Finance, HR, Legal Operations, Legal & Risk, Operations, Technology sowie Translations auch den Assistenzbereich. Astrid Altmann Forbes gibt uns Einblicke, wie Sie als Führungskraft die Rolle der Assistenz wahrnimmt und wie das Assistenzteam bei Linklaters organisiert ist. Neben ihrer Tätigkeit bei Linklaters engagiert sich Astrid bei den @‌Working Moms e.V., einem Netzwerk berufstätiger Mütter, die sich dafür einsetzen, dass Frauen selbstverständlich beides haben können – Kinder und Karriere. Sie ist Mutter von Zwillingssöhnen im Teenageralter und verbringt ihre Wochenenden im Winter gerne in den Bergen. Links:

Louise Cantrill is a Senior Partner at Lippincott, based in London, where she blends human insight with strategic branding and design. Known for her ability to straddle the boundary between creative design and data-driven strategy, she plays a pivotal role in shaping "go-to" brands that resonate deeply with customers.In a recent interview, Louise described Lippincott's approach as one guided by a defined brand strategy and clear mission—not simply design for design's sake—which ensures brand relevance and purpose in today's competitive landscape .Her work spans a diverse range of sectors, partnering with clients to build purpose-led brand identities, customer experiences, and value propositions that stand out in both their markets and cultures.

In this episode of Cannabis Unlocked, Hugo Alves, Co-Founder and CEO of Auxly Cannabis, joins KEY Investment Partners Founding Partner, Tiby Erdely, for a conversation about building one of Canada's most successful cannabis companies. Hugo shares his path from McDonald's employee to Senior Partner at Bennett Jones before taking the leap in 2017 to build Auxly. From there, they explore the company's evolution into a vertically integrated cannabis leader headlined by the success of its flagship brand Back 40. Next, Hugo and Tiby dig into the difference makers for Auxly including early bets on fast-growing product categories and how the company's recent refinancing is paving their long-term path of growth and profitability. To close, Hugo shares his mission to help people live happier lives through fun, accessible, high-quality products and why he sees Back 40 becoming a global cannabis staple over the next five years.Please enjoy the episode!

In this Mission Matters episode, Adam Torres interviews Cara Williams, Senior Partner at Mercer, about the evolution of sustainability across finance and HR. The conversation explores ESG's growing influence, the role of AI in impact measurement, and why purpose-aligned performance is the future of long-term value creation. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Cara Williams⁠, Senior Partner at Mercer, about the evolution of sustainability across finance and HR. The conversation explores ESG's growing influence, the role of AI in impact measurement, and why purpose-aligned performance is the future of long-term value creation. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is your workforce strategy stuck in the past? As AI accelerates and traditional job structures show their age, more companies are asking a fundamental question: Are we organising work the right way? Which is why, in this episode of the Digital HR Leaders podcast, David and his guests explore why skills-based workforce planning has surged to the top of the HR agenda - and what leading companies are doing to turn intent into action. Joining David are Ravin Jesuthasan, Senior Partner and Global Leader for Transformation Services at Mercer, and co-author of The Skills-Powered Organization, and Brian Fisher, Global Solutions Lead for Skills, Jobs and Careers at Mercer, and co-author of Mercer's Skills Snapshot Survey. What you'll learn in this episode: Why jobs are no longer the ideal unit for workforce planning, and why skills are taking centre stage How to align mindset, skillset and toolset to drive lasting transformation The role of pilots and internal marketplaces in delivering measurable business impact What AI is changing about the definition, demand and shelf life of skills The three core capabilities every organisation must build to sustain a skills-powered strategy How leading companies are connecting skills to ROI, workforce agility, and employee growth This episode is sponsored by Mercer. To thrive in an AI-augmented world, organisations must rethink how work gets done. Mercer's Work Design solution uses AI to deconstruct jobs, redeploy tasks, and redesign work for greater agility, productivity, and impact. Unlock your team's full potential. Learn more at mercer.com/wfdemo Links to resources discussed in the episode: Work Without Jobs The Skills-Powered Organisation The Global Skills Technology and Adoption Survey Report The 2024/2025 Skills Snapshot Survey report Hosted on Acast. See acast.com/privacy for more information.

Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:

James Root, Senior Partner at Bain & Company and author of "The Archetype Effect" on the need to de-average talent management systems. A former adman, his six worker archetypes, Giver, Operator, Artisan, Explorer, Striver, and Pioneer, each based on a different set of motivating priorities, provide a deeper insight into the real needs of the workforce.  He argues that leaders need to understand individual motivations and align them with job roles to get the best from their individuals and their teams in terms of productivity, engagement and business results.#Business #Productivity #Workforce

Joe served as MD and Senior Partner at BCG. In The Generous Leader, Joe shares a performance review: He was told he was not the best at problem-solving solo; but with others, he could solve any challenge. His manager identified his key strength - a person who could connect. Joe spent 37 years with BCG, co-founded the Washington DC office, led office systems, started BCG's NA Public Sector business, led BCG North America, founded and chaired BCG's Center for Inclusion and Equity. Joe earned his BA from Whitman College, MBA from HBS. Joe is currently serving his second term as Whitman's Board Chair. Joe has been married to Sarah for over 40 years, has four children, eight grandchildren. To know more about Joe visit his website: www.joedavis.com

With protein becoming a kind of "holy water" that instantly anoints any food or beverage with a health halo…it was only a matter of time before it converged with carbonated soft drinks, right? But what if I told you that I've been trying to make protein soda a “billion-dollar idea” since 2016? Originally approached by the patent holder almost a decade ago, my attempts at influencing large beverage portfolios went nowhere fast. And it makes sense in hindsight…as within a low household penetration beverage category (like protein drinks), market participants (back then) obviously wanted to bring in new buyers, but the more meaningful solved challenge involved expanding distribution. Even a few years later, within content basically no one watched…I started mentioning how PepsiCo should make “protein dirty sodas” but letting Muscle Milk leverage its carbonated soft drinks flavor IP. But fast forward another few years…protein is winning in most places across the grocery store, accessibility of protein RTD beverages has become almost ubiquitous within the market, and maybe most importantly the “dirty soda” movement exploded thanks to TikTok. And before you think I'm humbly bragging about my place within the protein soda category creation, one that will likely never make the future Wikipedia page…just know that I wholeheartedly believe being right too early is indistinguishable from being wrong! Instead, I provided that quick introductory story to set the stage for our conversation with the CEO of Don't Quit, Mark French, who's new protein soda is launching nationwide in Walmart, Albertsons, CVS, and others this month. And alongside this refreshed strategic focus of delivering healthier, clean, great tasting protein in a variety of different formats…we got an insightfully diverse POV on the functional beverage marketplace from Chris Van Dusen, a private equity group Senior Partner involved in delivering capital solutions for late-stage startup and growth companies like Don't Quit. Follow the Pour Decisions Podcast!Also, an extra special thanks to Cognizin, for not only being the Title Sponsor of The Beverage Forum 2025...but supporting this awesome piece of content!

Rachel Catanach, General Manager and Senior Partner of New York and Boston at FleishmanHillard, talks about the challenges brands face today. She explains how synthetic audiences can be a valuable tool for message testing. She also shares valuable resources companies can use to prepare before launching a campaign.Learn more about D S Simon Media

Negli ultimi dieci anni, in Italia è aumentato il livello medio di istruzione dei lavoratori, ma la domanda di lavoro non si è adeguata di pari passo. Questo ha generato una crescente diffusione della sovraqualificazione, in particolare tra giovani e donne, ovvero situazioni in cui i lavoratori svolgono mansioni inferiori rispetto al proprio titolo di studio o ambito di formazione. Il fenomeno, analizzato dal rapporto "Il mismatch di qualifiche nel mercato del lavoro italiano" realizzato da Area Studi Legacoop con Prometeia, evidenzia come il disallineamento tra competenze offerte e richieste dal sistema produttivo comporti conseguenze rilevanti anche sul piano salariale. Nel 2022 i lavoratori italiani avevano in media 12,6 anni di istruzione, contro gli 11,3 del 2011, con un aumento particolarmente marcato tra i 35-44enni. Tuttavia, l'incremento dell'istruzione non è stato accompagnato da un pari aumento nei requisiti formativi richiesti dalle imprese. Di conseguenza, la quota di lavoratori sovraqualificati è salita dal 7,8% al 12,7%, mentre quella dei sottovalutati è scesa all'8,1%. In media, nel 2022, si registra un eccesso di istruzione di 0,8 anni per lavoratore. I settori che maggiormente hanno trainato la domanda di lavoro - agricoltura, attività minerarie, manifattura, commercio, trasporti, logistica, alloggio e ristorazione - sono anche quelli dove più si riscontra questa discrepanza. In particolare, nei settori industriali ogni anno di studio in eccesso viene remunerato solo al 67% del valore che avrebbe se perfettamente allineato alla posizione lavorativa. Al contrario, chi è sottoqualificato subisce una penalizzazione salariale con un rendimento marginale negativo, pari al 50%. Questo scenario conferma come il mismatch tra formazione e occupazione rappresenti una sfida strutturale per l'economia italiana, con effetti diretti sull'efficienza del mercato del lavoro e sulla valorizzazione del capitale umano. Ne parliamo proprio con Stefania Tomasini, Senior Partner responsabile analisi per l'Italia di Prometeia

David A. Kallman, Senior Partner with Kallman Legal Group. Mahmoud Case Opt Out SCOTUS Decision and Opt Out Form

Is it possible to lead with heart in a high-performance workplace, and still win? Tune in for an inspiring discussion with Joe Davis on his Nautilus award-winning book The Generous Leader: 7 Ways to Give of Yourself for Everyone's Gain.  Moments with Marianne airs in the Southern California area on KMET 1490AM & 98.1 FM, an ABC Talk News Radio Affiliate!  https://www.kmet1490am.comJoe Davis served as Managing Director and Senior Partner at BCG. In The Generous Leader, Joe shares a performance review: He was told he was not the best at problem-solving solo; but with others, he could solve any challenge. His manager identified his key strength - a person who could connect. Joe spent 37 years with BCG, co-founded the Washington DC office, led office systems, started BCG's NA Public Sector business, led BCG North America, founded and chaired BCG's Center for Inclusion and Equity. Joe earned his BA from Whitman College, and his MBA from HBS. Joe is currently serving his second term as Whitman's Board Chair.  https://www.joedavis.comOrder The Generous Leader here: https://a.co/d/2xXzlRAFor more show information visit: www.MariannePestana.com

The demand for experienced medical writers is outpacing the availability of experienced writers. In TriloTalk episode 35, Julia Forjanic Klapproth, Senior Partner at Trilogy, and Kim Jochman, Senior Director of Medical Writing at Merck, raise awareness of two new essential AMWA resources: the apprentice program framework and the job leveling framework. As members of the workstreams who developed these, Julia and Kim bring insights and the rationale from behind the scenes. Tune in and learn about these important initiatives for the medical writing community.  

On today's Legally Speaking Podcast, I am delighted to be joined by Rachael Heenan. Rachael is a Senior Partner at Capsticks Solicitors LLP working with clients who seek to make a difference. Ranked as an Eminent Practitioner in Employment and Healthcare and described as a ‘phenomenal, superstar lawyer' and ‘an inspirational role model', Rachael is also a CEDR-accredited mediator specialising in workforce, partnership and governance issues along with being a Qualified Executive Leadership Coach. If that's not enough, Rachael has also been listed in the Lawyer Hot 100 for Firm Management.So why should you be listening in? You can hear Rob and Rachael discussing:- Rachael's Inspiring Career Journey and Experience- A Mediator's Dynamic Leadership Philosophy- What Coaching, Mediation and a CEDR Accreditation Mean- The Importance of Diversity and Inclusion- Why We Need to Embrace Technology and ChangeConnect with Rachael here - https://uk.linkedin.com/in/rachael-heenan-7b29b07

For this episode, let's revisit a Case Interview & Management Consulting classic where we share a networking success story with a McKinsey senior partner.   We always ask our clients, especially those from weaker schools, to network with the most senior partners of consulting firms. This is a podcast about a PhD client, from a weaker school and no existing consulting relationships, who painfully followed this advice over several months to network with a member of McKinsey's worldwide leadership and obtain interviews for his office of choice. It is not easy, but can be done. It works.   Here are some free gifts for you:   Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Is the space sector actually financed in the right way? That's probably the main question I'm discussing with my guest Justin Stevens, founder and CEO of the investment firm Overlap Holdings. He spent 18 years at Apollo Global Management, a very prominent private equity firm. So he's a Wall Street guy like me and, I think, qualified to voice an opinion on this questions which we may not ask enough. Enjoy!  

Beyond its essential educational initiatives, The Be The Ladder Foundation also recognises those who make a difference through the Be The Ladder Awards. These prestigious awards shine a spotlight on individuals and organisations that embody the ethos of ‘being a ladder' – helping others overcome obstacles and achieve greatness.Every year, the awards celebrate 30 exceptional individuals or groups, known as The Ladder List, across ten categories. From these nominees, one deserving recipient in each category is honoured with the coveted Golden Ladder Award during a special awards ceremony. This recognition is not just about celebration; it's about inspiring a movement of kindness and mentorship, encouraging others to step up and be the ladder for someone else.The Be The Ladder Foundation provides vital support to young people who may not meet their potential due to their socio-economic status and require essential resources to reach their full potential. The foundation bridges the gap by offering school uniforms, educational equipment, tuition support, and funding for enriching experiences that build confidence and self-esteem.Dr. Trevor D. Sterling (Hon.causa), Senior Partner at Moore Barlow, is the Founder of the Be The Ladder Foundation.His unwavering commitment to social mobility and education drives our firm's dedication to this cause. Through his leadership and vision, we are not only supporters but active participants in changing lives for the better.Takeaways: The mantra of 'don't just aspire to climb the ladder, Be The Ladder' serves as a profound reminder that we should actively support others in their journeys to success. The Be the Ladder foundation is dedicated to providing opportunities for individuals from under-resourced backgrounds to fulfil their potential, thereby enhancing social mobility. Believing in oneself is crucial; a sense of purpose and motivation can significantly influence educational and societal outcomes for individuals. Trevor Sterling's journey exemplifies that extraordinary achievements can stem from ordinary backgrounds, demonstrating the power of self-belief and resilience in overcoming socioeconomic barriers. The foundation aims to bridge the attainment gap by offering support such as private tuition and workshops, ensuring that all individuals have access to necessary resources for success. Celebrating those who have 'been the ladder' helps to inspire future generations, creating a ripple effect of motivation and empowerment throughout society. Websitehttps://www.betheladderawards.comhttps://www.betheladderawards.com/our-missionShow Sponsor – National Association for Primary Education (NAPE)https://nape.org.uk/Discover more about Education on Fire

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“Keep moving forward, it'll be OK.” - Chris Van DusenExclusive Insights from This Week's EpisodesGet ready for a game-changing episode with Chris Van Dusen, a serial founder who's built and exited multiple ventures and now exposes private equity's darkest secrets as a Senior Partner at Solyco Capital. Chris reveals the exit-killing traps that sink founders' liquidity events, from misaligned incentives to mentorship voids. Learn how his operator-led “smart capital” approach saves businesses from these pitfalls, ensuring explosive growth and protected exits. 00:04:00 Chris shares his journey from college baseball to accidental entrepreneur after a corporate restructuring.00:09:00 Why grit and resilience from athletics shape his entrepreneurial success.00:17:00 How Solyco's operator-led model outperforms traditional private equity.00:26:00 The “blue belt mindset” from Jiu-Jitsu that drives business resilience.00:31:00 Red flags in pitches: founders who chase “everyone” or lack focus.00:39:00 A founder's three jobs—vision, culture, capitalization—decoded.Click here for full show notes, transcript, and resources:https://podcast.deepwealth.com/447Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About IUnlock Your Lucrative Exit and Secure Your Legacy

For episode 34 of the TriloTalk podcast, Lisa Chamberlain James, Senior Partner at Trilogy, sits down with the AI Agent expert Nikesh Shah, VP and Global Head, Generative AI at Indegene. They discuss everything you need to know about AI Agents – the day-to-day usage, project confidentiality, when it will become mainstream, which industries are using it now, and how it will enrich our lives. It's an episode you don't want to miss!  

What if your greatest impact as a leader begins after your "official" career ends? Joe Davis, former Managing Director and Senior Partner at Boston Consulting Group (BCG) and author of "The Generous Leader: 7 Ways to Give of Yourself for Everyone's Gain", joins Peter Winick to share insights from his extraordinary shift from consulting titan to impactful thought leader. Joe reveals how the disruptions of COVID-19 inspired him to write his book—not just as a professional calling card, but to encourage executives to lead with heartfelt generosity and empathy. He emphasizes that legacy leadership isn't measured by revenue alone but by meaningful connections, personal growth, and empowering others. This episode is for CEOs and senior leaders contemplating their own "Act Three." Joe discusses the challenges and opportunities when transitioning from a structured corporate role into thought leadership and advisory work. He highlights the importance of being selective and intentional about the roles you choose post-retirement, avoiding burnout, and keeping control over your time. Joe also candidly discusses how success is redefined after a corporate career. He measures impact differently now, valuing deep personal connections, mentoring opportunities, and moments spent with family—especially his grandchildren. If you're an executive thinking about your next meaningful chapter, listen in as Joe Davis shares hard-won wisdom and practical guidance on building your legacy beyond the boardroom. Three Key Takeaways: • Legacy Starts Now: True leadership legacy isn't shaped by quarterly earnings or titles—it's built through empathetic connections, generosity, and empowering others, starting today. • Choose Wisely Post-Retirement: After a high-powered career, saying "yes" to everything can quickly lead to burnout. Be selective; prioritize roles that align deeply with your purpose. • Redefine Success on Your Terms: Success beyond the C-suite isn't measured by traditional metrics. Meaningful impact emerges from mentoring, family time, and genuinely fulfilling activities. If Joe Davis's insights on moving from executive roles to impactful thought leadership resonated with you, check out our episode featuring Vaughn Sigmon. Vaughn shares how he successfully transitioned from corporate leadership at CarMax to launching his own thriving leadership development firm. Both episodes explore how intentionality, authenticity, and clear personal branding drive meaningful post-corporate careers.

Moritz joins Google to talk about the intersection of gaming and AI. A lifelong gamer, Moritz spent his teenage years competitively playing Blizzard's Diablo 2, culminating in a #1 global ranking among over 12 million players in 2003. The first in his family to graduate high school, he traded the digital swords and armor that he earned in-game to afford his college tuition – two decades before digital asset trading entered the mainstream. Now, Moritz is a Senior Partner and the Head of Gaming and Interactive Media at Lightspeed Venture Partners. Lightspeed is a global venture capital firm with more than $29 billion in assets under management and over 200 exists across the US, Europe, and Asia. In both 2023 and 2024, founders selected Lightspeed as the #1 lead investor in the gaming industry. Moritz has been recognized in Forbes 30 Under 30, Capital's 40 Under 40, and the World Economic Forum's Young Global Leaders. In his personal time, he's an avid Ironman and Ultramarathon athlete. He's completed the World Marathon Challenge, running 7 marathons on 7 continents in 7 days, and the 257km Marathon des Sables. With his races, he has raised over $250,000 for research to cure depression. Watch this episode at youtube.com/TalksAtGoogle.

Varför misslyckas två av tre företag med sina transformationer? I dagens avsnitt gästas vi av Anders Madsen, Managing Director och Senior Partner på BCG, som förklarar vad som krävs för att lyckas med en verkligt värdeskapande företagstransformation – och varför kriser ofta är den bästa tiden att våga förändra. Vi diskuterar insikter från rapporten The Transformation Paradox, där över 1 700 transformationer analyserats: varför innovation måste kombineras med disciplin, hur långsiktig vision kräver handling i nuet, och varför rätt ledarskap gör all skillnad.

My guest today is Ramesh Srinivasan, a senior partner at McKinsey and trusted advisor to some of the world's top CEOs. Over his career, Ramesh has worked with leaders at companies like Cognizant, Moderna, Nissan, and Delta, helping them navigate tough challenges and scale high-performing teams.Ramesh just published a new book, The Journey of Leadership, which distills lessons from thousands of hours spent alongside top executives. In our conversation, he shares practical insights for founders on how to discover their natural leadership style, why empathy is a non-negotiable leadership skill, and what it really takes to inspire people at scale.Hope you find this conversation valuable!Chapters: 00:00:00 Cold open00:01:14 Ramesh's backstory00:04:34 Things that shaped Ramesh's leadership philosophy00:05:19 The big idea behind his book: The Journey of Leadership00:09:12 Building empathy: For your team, your customers, your market00:11:00 Lessons from Frank D'Souza at Cognizant00:14:20 Lessons from Stéphane Bancel at Moderna00:17:15 Trust, vulnerability, and the power of asking for help00:19:40 Finding purpose: Starting from life's crucible moments00:22:00 Renewal: How great leaders evolve over time00:24:00 Common mistakes founders make on the leadership journey00:26:10 Resilience: The ultimate test of a founder's staying power00:30:20 The impact of AI on leadership and organizational change00:34:00 Where AI is reshaping healthcare today00:36:00 Advice for AI + healthcare founders

Joeserved as MD and Senior Partner at BCG. In The Generous Leader,Joeshares a performance review: He was told he was not the best at problem-solving solo; but with others, he could solve any challenge. His manager identified his key strength - a person who could connect.Joespent 37 years with BCG, co-founded the Washington DC office, led office systems, started BCG's NA Public Sector business, led BCG North America, founded and chaired BCG's Center for Inclusion and Equity.Joeearned his BA from Whitman College, MBA from HBS.Joeis currently serving his second term as Whitman's Board Chair. Joehas been married to Sarah for over 40 years, has four children, eight grandchildren.  

Welcome back to the Alt Goes Mainstream podcast.Today's episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities.We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides comprehensive financial planning and investment management services to HNW individuals, families, and business owners.Krilogy is charting a growth path — and to chart a growth path, John and his team are thinking about how they can thoughtfully grow their business.With John at the helm as CIO, they have been strategic with their approach to private markets and have increasingly focused on ways that they can create customized and differentiated solutions for their clients.John took 11 years of experience in wealth management and financial planning at A.G. Edwards & Sons and Morgan Stanley Smith Barney to Krilogy, where he joined his former University of Missouri college football teammate, Kent Skornia, to help quarterback Krilogy and their clients to financial success.John is thoughtful in his approach to private markets and how to provide solutions to their clients. We had a fascinating discussion about how wealth management is evolving and how private markets are critical to growing a wealth management practice. We discussed:How John and team have grown and scaled an independent wealth management firm.How John approaches private markets — and how that approach has evolved as they work with clients of greater size.How to balance customization and differentiation with scale.How can asset managers effectively educate and provide solutions to the wealth channel?What's still missing from private markets solutions for the wealth channel?His views on product innovation, including evergreen funds.Advice John would give to wealth advisors looking to invest in private markets.Thanks John for coming on the show to share your wisdom and expertise on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus Fund Solutions01:54 Welcome to Alt Goes Mainstream02:06 Introducing John McArthur03:51 John's Journey into Wealth Management04:23 The Role of Sports in John's Career05:47 Lessons from Big Wealth Management Firms06:21 Krilogy's Growth and Strategy07:25 Challenges and Opportunities in Wealth Management07:36 Private Markets and Customization08:04 Growth Strategies and Quality Control09:29 Client Service and Organic Growth11:26 Differentiating Wealth Management Offerings12:23 Importance of Private Markets13:14 Creating Customized Solutions14:53 Educating Advisors on Private Markets15:54 Volatility and Market Changes17:04 Private Markets in a New Economic Environment17:24 Building a Diverse Private Fund19:50 Client Understanding of Private Markets20:25 Educating Advisors and Clients22:15 Behavioral Bias in Investing23:42 Long-Term Investing Mindset24:08 Compounding and Diversification24:41 Challenges in Advisor Education25:46 Effective Education Strategies27:01 The Role of Storytelling in Education27:22 Future of Education in Wealth Management27:35 Sourcing and Access in Private Markets28:46 Networking and Building Trust29:26 Customization and Differentiation in Wealth Management30:34 Combining Big Brands and Niche Funds31:47 The Importance of Being in the Game32:13 Advice for Wealth Managers32:24 Evergreen Fund Structures33:16 Navigating the Evergreen Environment34:29 Portfolio Construction in Private Markets35:25 Operational Benefits of Evergreen Funds36:05 Model Portfolios in Wealth Management36:53 Favorite and Contrarian Investment Ideas38:49 Real Estate Market Opportunities39:09 Large vs. Niche Real Estate Managers39:52 Conclusion and Final ThoughtsDisclosure from KrilogyInvestments involve risk and unless otherwise stated, are not guaranteed. Past performance is not a guarantee of future results. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of EdFix, education policy veterans Denise Forte and Andy Rotherham tackle one of the most pressing—and polarizing—questions in American education: should the U.S. Department of Education shrink or shift power to the states? With sharp insights and real-world experience, they unpack the motivations behind efforts to dismantle the department and what that could mean for equity, accountability, and student rights. From civil rights enforcement to federal funding, they explore what's lost (and what might be gained) in a state-led system. It's a timely and clear-eyed conversation about equity, accountability, and the future of public education. Denise Forte is President and CEO of EdTrust. Andy Rotherham is Co-Founder and Senior Partner at Bellwether. [Transcript for Episode 42 is available on EdFixPodcast.com]

This episode focuses on writing for medical devices. Playing Sherlock Holmes, conducting usability studies, following regulations, working closely with the manufacturers and much more are all in a day's work when writing for devices. Listen to Trilogy's medical writing managers, Heidi Chapman and Laura Collada, and Senior Partner, Julia Forjanic Klapproth, discuss the similarities and differences between writing for devices and writing for drugs. Listen up!   

What do gang intervention programs, tech startups, and fly fishing have in common? Leadership—and a whole lot of curiosity. In this episode of Inspired Nonprofit Leadership, Sarah Olivieri is joined by Dan Tocchini, a transformational leadership expert who's spent over 40 years helping founders and changemakers navigate conflict, unlock potential, and take on problems that won't leave them alone. From candid conversations to building trust through better language, Dan shares wisdom that nonprofit leaders can apply right now to lead more effectively—without burning out or backing down. Episode Highlights 03:29 Leadership Insights and Team Management 06:14 Working with Entrepreneurs and Nonprofits 10:06 Navigating Conflict and Candid Communication 17:57 Understanding Future Expectations 18:39 Mediation in Africa: A Case Study 20:46 The Power of Feeling Heard 22:10 Conflict Resolution Through Shared Concerns 26:45 Complaints as Frustrated Requests Meet the Guest Daniel Tocchini is a distinguished entrepreneur and executive with a career spanning over four decades in transformational leadership and organizational development. As the Founder and a Senior Partner at TNG, Daniel has pioneered innovative approaches to team dynamics and leadership training, emphasizing authentic engagement and candid feedback. Daniel was also a Co-Founder, executive, and Board Director for The Grid, a pioneering developer of AI technology to design, construct, and maintain dynamic websites. His expertise extends to his role as Co-Founder & Chairman of Culture ROI, where he specialized in sales and negotiation training, productivity enhancement, and fostering transformational change in corporate cultures. With a legacy of over 20,000 hours dedicated to training leaders, facilitating workshops, and mentoring executives, Daniel's impact is evident in his transformative work with companies like Virgin Hyperloop, where he also served as interim Chief of Staff. His methods are not just theoretical; they are grounded in practical application, having been honed through extensive experience with leading enterprises and NGOs alike. Daniel's commitment to leadership development is further showcased through his published works and his contributions to the field of transformational technologies and techniques. His vision and dedication to cultivating courageous leadership and resolving conflicts creatively have established him as a venerated figure in the industry. Connect with Dan: Website: https://takenewground.com/#team Instagram: https://www.instagram.com/dan_tocchini LinkedIn: https://www.linkedin.com/in/dantocchini/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this powerful episode of the Retreat Leaders Podcast, Shannon Jamail welcomes executive coach and consultant Adrian Koehler, a leadership expert with a bold approach rooted in emotional intelligence and unapologetic honesty. From "hugging the cactus" to "riding the elephant," Adrian shares what it really takes to lead high-impact retreats and teams—spoiler: it's not all good vibes and holding space. Episode Highlights: Leadership Beyond the Feel-Good: Adrian and Shannon break down why retreat leaders need more than intuition and good intentions—they need structure, clarity, and accountability. The Real Work of Alignment: Learn how to get your support team fully aligned with your retreat's vision, values, and promises so every attendee gets what they came for. Handling Conflict Like a Pro: Adrian shares his frameworks for navigating difficult conversations with empathy and precision—so you can be “hard on the problem, soft on the person.” Preventing the Parade of Horribles: Discover how addressing small issues early keeps your business relationships strong and your standards high. Empathy Meets Accountability: From venue problems to team tension, Adrian shows you how to approach challenges collaboratively while staying fiercely committed to your mission. Whether you're a seasoned retreat leader or building your first event, this episode will give you real-world tools to step into your role as a true leader—not just a space holder. About Adrian Adrian Koehler, the no-nonsense leadership engagement expert and Senior Partner at Take New  Ground, is the go-to guide for fast-moving leaders. Dedicated to breaking through barriers, he spends his time helping entrepreneurs and enterprise leaders cut through the noise and create transformative outcomes. Adrian coaches executives globally, encouraging authentic leadership and fostering courage for meaningful change. His passion for human performance has led him to diverse contexts, from Fortune 500 organizations to startups and healthcare, making Adrian a catalyst for real talk and impactful results. Adrian Koehler extends his influence beyond the boardroom as the co-host of "Raising The Bar" and "The Naked Leadership Podcast." Drawing on his background in philanthropy, ministry, activism, and medicine, he thrives in difficult conversations and engaging complexity, challenging listeners to live authentically. Currently residing in the heart of Hollywood, with his children Scout and Charli, Adrian is on a mission to inspire authentic leadership, urging individuals to raise the bar in both personal and professional realms.   Connect with Adrian https://takenewground.com/      The Retreat Leaders Podcast Resources and Links: Learn to Host Retreats Join our private Facebook Group Top 5 Marketing Tools Free Guide Free Top 11 Tips for Building an Email List  Get your legal docs for retreats   Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let's create a vibrant retreat community together!   Subscribe:  Apple Podcast | Google Podcast | Spotify

Mark J. Kohler, a CPA and attorney for small business owners, is a nationally recognized tax and legal expert, best-selling author, and Senior Partner at KKOS Lawyers, where he has spent over 30 years helping small business owners with tax strategy, asset protection, and estate planning. He also serves as CFO and Board Member of Directed IRA Trust Company, ranked #391 on the Inc. 5000, and recently launched the Main Street Certified Tax Advisor Program to train CPAs and Enrolled Agents in his proven strategies—impacting the lives of entrepreneurs nationwide. A five-time best-selling author, Mark is best known for The Tax and Legal Playbook and co-hosts two top podcasts, The Main Street Business Podcast and The Directed IRA Podcast, with longtime partner Mat Sorensen. Their engaging, easy-to-follow content helps business owners simplify complex financial and legal topics to reduce taxes and build lasting wealth. Through his Tax & Legal 360 events, YouTube channel, and social platforms, Mark has educated and empowered thousands of Main Street entrepreneurs. Mark has been featured on Fox News, Bloomberg, The Wall Street Journal, NBC, and Wharton Business Radio, and has taken the global stage at the World Economic Forum in Davos. Named Tax Advisor of the Year, he's a passionate advocate for small businesses and remains committed to helping Americans thrive through smarter tax and financial strategies.   During the show we discussed: Changes and implications associated with the new administration. Major depreciation changes that affect business owners. The importance of understanding the 199A deduction IRS changes taking place as a result of recent developments. Discussions surrounding the potential removal of Federal income taxes. Notable tax reductions for businesses that should be acknowledged.   Resources:  https://markjkohler.com/  

In this episode we speak with Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital (VPC), a global leader in alternative asset management specializing in private asset-backed credit. Founded in 2007 and now a majority-owned affiliate of Janus Henderson Group, VPC offers comprehensive financing and capital markets solutions through its affiliate platform, Triumph Capital Markets. With a global presence across 25 cities, VPC is at the forefront of innovative investment strategies. Brendan leads strategic initiatives, firm operations, and the sourcing of high-impact investment opportunities at VPC. As a key member of VPC's Investment and Valuation Committees, Brendan's leadership is integral to driving the firm's success and delivering exceptional value to its investors. Brendan supports Lurie Children's Hospital. To learn more about this organization click here. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

What if the best leaders aren't the smartest, but the most human?Joe Davis, former Senior Partner at Boston Consulting Group and author of The Generous Leader, joins Denis to share timeless lessons from his 37-year leadership journey. From missed promotions to handwritten cards, Joe reveals why work ethic, humility, and heart matter more than ever today.Listen in to discover how great leaders give of themselves, and why the future belongs to those who lead with humanity.Leadership Is a Journey of ChoicesFrom paper routes to partner at BCG: the power of work ethic and mentorshipTaking “sideways” or international roles that grew his leadership rangeMissing out on a promotion and choosing purpose over prideGive Without Expecting: The Generous LeaderLeadership means giving of yourself to help others thriveHumanity and performance are not opposites, they go hand in handPersonal stories of tough mentors, handwritten cards, and staying true to your teamLeading Through Change with HumanityLeadership today demands emotional intelligence and intentionalityWhy AI, hybrid work, and speed require a deeper human connectionLegacy isn't measured in metrics, it's in how people remember your impactKey Quotes:“Leadership is really about giving of yourself without expecting something back because when you do that, people rise.” - Joe Davis“You can be angry if you miss out on a role, but don't stay stuck. Do something excellent, and the world will notice.” - Joe DavisBook a Strategy Call with Denis https://app.leadingchangepartners.com/widget/bookings/callwithdenisgianoutsosThe 10 Proven Ways to Lead and Thrive in Today's World Executive Guide Featuring 10 Key Themes and 42 Strategic Insights from Worldwide Leaders https://crm.leadingchangepartners.com/10-ways-to-lead Connect with Joe:Website: https://www.joedavis.com/LinkedIn: https://www.linkedin.com/in/joedavis1313/Connect with Denis:Email: denis@leadingchangepartners.comWebsite: www.LeadingChangePartners.com Facebook: https://www.facebook.com/denisgianoutsos LinkedIn: https://www.linkedin.com/in/denisgianoutsos/ Instagram:

Margie Warrell explores how to build the courage to move beyond fear and unlock new possibilities. — YOU'LL LEARN — 1) How to identify your insecurities and overcome them 2) The two dimensions of courage 3) How to take action despite your fear Subscribe or visit AwesomeAtYourJob.com/ep1048 for clickable versions of the links below. — ABOUT MARGIE — Margie Warrell is a five-time best-selling author, keynote speaker, leadership coach, and Forbes columnist. With twenty-five years of experience living and working around the world, she has dedicated her life to helping others overcome fear and unlock their potential. From her humble beginnings on a small farm in rural Australia to her former role as a Senior Partner at Korn Ferry and Advisory Board member for the Forbes School of Business & Technology, Margie has learned that courage is essential for every worthwhile endeavor. A mother of four and an advocate for women's empowerment, she inspires others to live bravely and refuse to settle in any aspect of life. • Book: The Courage Gap: 5 Steps to Braver Action • LinkedIn: Margie Warrell • Podcast: Live Brave Podcast • Quiz: The Courage Quiz • Website: MargieWarrell.com — RESOURCES MENTIONED IN THE SHOW — • Book: The Road Less Traveled, Timeless Edition: A New Psychology of Love, Traditional Values and Spiritual Growth by M. Scott Peck • Past episode: 552: The Foundational Principle that Separates Good Leaders from Bad Ones with Pat Lencioni • Past episode: 1034: Simple Shifts that Form Exceptional Teams with Keith Ferrazzi — THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The path from athlete to entrepreneur to investor is paved with hard-won wisdom that few possess. Chris Van Dusen, Senior Partner at Sully Coy Capital, embodies this journey—transforming a career-ending baseball injury into the foundation for entrepreneurial success and eventually becoming a sought-after venture capitalist specializing in sports technology.What separates successful founders from the rest? According to Chris, it's not just about great ideas but resilience in the face of setbacks. Drawing parallels between athletic discipline and entrepreneurial grit, he shares candid insights about the romanticized versus realistic nature of building companies. "Everyone talks about exits, but nobody discusses the graveyard of failed ventures behind each success," Chris reveals, acknowledging his own eight failures behind three successful exits.His investment philosophy focuses on companies with proven product-market fit ready for strategic growth capital. We dive deep into FluidLogic, a revolutionary hydration technology originally developed for motorsports that's now expanding into military and industrial applications. The company exemplifies what Chris looks for—innovative solutions to fundamental problems with applications across multiple verticals.For founders seeking investment, Chris offers rare transparency about the venture process, explaining why cold pitches rarely succeed and how relationship networks drive the best deals. He emphasizes the critical difference between "just needing money" and finding strategic partners who bring industry expertise and connections that accelerate growth far beyond what capital alone provides.Perhaps most valuable is his direct advice to aspiring entrepreneurs: "Just start." Understanding the difference between low-risk "two-way doors" where you can experiment versus high-commitment "one-way doors" like taking outside investment could save countless founders from premature failure. Focus on dominating one market before expanding, and recognize when your company needs visionary leadership versus operational management.Ready to build something meaningful? Listen now to gain insights that might just transform your entrepreneurial journey.Join the What if it Did Work movement on FacebookGet the Book!www.omarmedrano.comwww.calendly.com/omarmedrano/15min