Podcasts about Shareholder

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Best podcasts about Shareholder

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Latest podcast episodes about Shareholder

AHLA's Speaking of Health Law
Workforce Issues in Health Care Transactions

AHLA's Speaking of Health Law

Play Episode Listen Later Jun 20, 2025 35:52 Transcription Available


Tom Donohoe, Shareholder, Hall Render Killian Heath & Lyman PC, Kelly Adams, Region General Counsel, Intermountain Health, and Barb Grandjean, Partner, Husch Blackwell LLP, discuss the various labor and employment considerations that are present in health care transactions, with a focus on the current M&A environment. They cover issues related to pre-due diligence, due diligence, the transaction itself, and integration. Tom, Kelly, and Barb wrote an AHLA Briefing and spoke on an AHLA webinar about this topic. From AHLA's Labor and Employment Practice Group.Watch this episode: https://www.youtube.com/watch?v=IGiHqDQ3FSkRead the AHLA Briefing: https://www.americanhealthlaw.org/content-library/publications/briefings/d5f695e8-63f4-489a-8358-c2abe33ae0a0/Workforce-Issues-in-Health-Care-TransactionsAccess the AHLA on-demand webinar: https://educate.americanhealthlaw.org/local/catalog/view/product.php?productid=1387 Learn more about AHLA's Labor and Employment Practice Group: https://www.americanhealthlaw.org/practice-groups/practice-groups/labor-and-employment Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Business Scholarship Podcast
Ep.249 – Sergio Alberto Gramitto Ricci and Christina Sautter on Shareholder Democracy

Business Scholarship Podcast

Play Episode Listen Later Jun 19, 2025 27:07


Sergio Alberto Gramitto Ricci, associate professor of law at Hofstra University, and Christina Sautter, professor of law at Southern Methodist University, join the Business Scholarship Podcast to discuss their article The Shareholder Democracy Lie. Their co-author is Daniel Greenwood of Hofstra University. This episode is hosted by Andrew Jennings, associate professor of law at Emory University, and was edited by Dean Saridakis, a law student at Emory University.

JIJI English News-時事通信英語ニュース-
Record 113 Firms in Japan Receive Shareholder Proposals

JIJI English News-時事通信英語ニュース-

Play Episode Listen Later Jun 12, 2025 0:15


The number of listed companies in Japan that received shareholder proposals over management issues for this year's general shareholders meetings in June has reached a record high of 113, chiefly reflecting growing demands from activist investors.

ABN Newswire Finance Video
VIDEO: Empire Energy Group (ASX:EEG) Shareholder Support Erupts as Gas Production Draws Closer>

ABN Newswire Finance Video

Play Episode Listen Later Jun 12, 2025 7:04


MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang
Companies To Watch: OCBC, Great Eastern & the shareholder showdown

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Play Episode Listen Later Jun 11, 2025 8:26


In one of the most closely watched corporate moves in Singapore this year, OCBC’s S$900 million conditional exit offer to privatize Great Eastern Holdings has ignited a storm of scrutiny, shareholder activism, and questions about governance. Find out what’s at stake with Dan Koh and Emaad Akhtar as they investigate the details; from OCBC’s rationale and strategic intent to the valuation pushback and public reaction. See omnystudio.com/listener for privacy information.

RTP's Free Lunch Podcast
Deep Dive 309 - EEOC in the Trump Era

RTP's Free Lunch Podcast

Play Episode Listen Later Jun 10, 2025 59:06


Shortly after taking office, President Trump reportedly removed two Equal Employment Opportunity Commission (EEOC) commissioners and the general counsel. While this has effectively left the five-member Commission without a quorum, some legal experts have questioned the limits of presidential power to remove officials from agencies like the EEOC. Now operating under Acting Chair Andrea Lucas, the EEOC has shifted its priorities and taken actions in response to President Trump's executive orders. New priorities include removing gender ideology, protecting women, addressing anti-American bias, and combatting antisemitism in the workplace. The EEOC moved to dismiss several EEOC-initiated claims and lawsuits, alleging discrimination based on gender identity. Acting Chair Lucas sent letters to top law firms requesting information about their DEI-related employment practice.What are the limits of presidential power over agencies such as the EEOC? What would a lack of quorum mean practically for the Commission, employees and employers, as well as the new direction of the EEOC in the Trump Era? In this webinar, employment law experts will address these questions and more.Featuring:Bradford J. Kelley, Shareholder, LittlerRyan H. Nelson, Associate Professor of Law, South Texas College of Law Houston[Moderator] Eric Dreiband, Partner, Jones Day

CNBC’s “Money Movers”
Tesla Shareholder Reaction to Washington Fallout, Silicon Valley Titan Jim Breyer, Former Fed Vice Chair 6/6/25

CNBC’s “Money Movers”

Play Episode Listen Later Jun 6, 2025 43:02


Tesla shareholder reaction to the fallout between Elon Musk and President Trump. NYC comptroller Brad Lander, who oversees the city's pension fund and stake of more than three million Tesla shares lays out changes he would like to see take place at the company. Then legendary Silicon Valley investor Jim Breyer on the Tesla turmoil and what it means for an already growing political divide in the tech community. Plus his outlook for stablecoin issuer Circle, as the largest outside shareholder. The stock surging close to 170% in its public debut. And then Former Fed Vice Chair Richard Clarida gives his outlook for the Fed following the monthly jobs report.

Mining Stock Daily
Morning Briefing: Alphamin Resources has a New Majority Shareholder

Mining Stock Daily

Play Episode Listen Later Jun 4, 2025 7:55


We have corporate updates from Alphamin Resources, Minera Alamos, Valkea Resources and Marimaca Copper. Fireweed Metals returns to the field. New drill results from Sanu Gold.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Teleforum
Litigation Update: FTC v. Microsoft

Teleforum

Play Episode Listen Later Jun 3, 2025 57:16


On May 7, 2025, the Ninth Circuit affirmed the dismissal of the Federal Trade Commission’s lawsuit challenging Microsoft's $69 billion purchase of “Call of Duty” maker Activision Blizzard, affirming the lower judge's order finding that the FTC was not entitled to a preliminary injunction blocking the deal, which closed in 2023. Hear from former agency officials and amici filers for the Business Roundtable, Communications Workers of America, and TechFreedom as they discuss the various views presented in the briefing and the ramifications of this decision on future merger enforcement at the Federal Trade Commission and Department of Justice.Featuring:Allen P. Grunes, Shareholder, Brownstein Hyatt Farber SchreckHon. Maureen Ohlhausen, Partner, Antitrust and Competition, Wilson Sonsini Goodrich & RosatiRahul Rao, Antitrust Partner, White & CaseBilal Sayyed, Senior Competition Counsel, TechFreedom Moderator: Lawrence J. Spiwak, President, Phoenix Center for Advanced Legal and Economic Public Policy Studies--To register, click the link above.

Arroe Collins
Shareholder Profits vs Stakeholder Capitolism Last Call For Bud Light From Anson Frericks

Arroe Collins

Play Episode Listen Later Jun 3, 2025 8:35


Anson Frericks, a former president at Anheuser-Busch-formerly the home of America's most popular brewery-watched as the company unraveled at the hands of globe-trotting financiers and progressive middle management. In LAST CALL FOR BUD LIGHT: The Fall and Future of America's Favorite Beer (Threshold Editions hardcover; February 4, 2025), Frericks reveals that rather than pursue shareholder profits, Anheuser-Busch suddenly became focused on stakeholder capitalism and the vague mandates of environment, social, and governance (ESG). This ill-advised change culminated in the shocking evaporation of $30 billion in market cap after releasing an advertising campaign starring political activist Dylan Mulvaney. Now, Anheuser-Busch's evolution and its subsequent fallout is brought to light as never before with this ultimate insider's look. In LAST CALL FOR BUD LIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.

C-Suite Market Update
2025 2nd Maritime Leaders Summit | Investing Across Maritime Sectors

C-Suite Market Update

Play Episode Listen Later Jun 2, 2025 40:21


NAVIGATING OPPORTUNITY: INVESTING ACROSS MARITIME SECTORS Moderator: Mr. Anthony J. Renzi Jr., Shareholder – Vedder Price Panelists: • Mr. Christian Synetos, Investment Professional – BlackRock • Mr. John Su, Founder, President & CEO – Erasmus Shipinvest Group • Mr. Christian Rychly, Head of Shipping – MPC Capital; COO – MPC Container Ships ASA (OSLO: MPCC) • Mr. Andrew Hampson, CEO – Tufton Investment Management Hosted by Capital Link & DNV The Forum took place within the context of Nor-Shipping 2025, which brought together maritime leaders from all over the world. Monday, June 2, 2025 Clarion Hotel The Hub - Oslo, Norway View More: https://shorturl.at/1zh3x

Evolve CPG - Brands for a Better World
Design of Impact with Justin Ahrens of Rule 29

Evolve CPG - Brands for a Better World

Play Episode Listen Later May 28, 2025 63:09


In this conversation, Justin Ahrens and Gage discuss the profound impact of design on the human condition, emphasizing the importance of understanding the real problems that design can solve. They explore the shift from a shareholder to a stakeholder economy, the role of data in design, and the significance of design thinking in creating sustainable and measurable impact. Through real-world examples, they illustrate how thoughtful design can enhance everyday experiences and contribute to social good, while also reflecting on their shared journey within AIGA and the Design for Good movement. In this conversation, Gage and Justin Ahrens discuss the importance of breaking down silos in design initiatives, the methodologies for design for impact, and the holistic approach to design that considers the environment and human experience. They explore the role of creativity in various aspects of life and work, emphasizing that design extends beyond traditional boundaries. They wrap up by sharing their exciting projects they're working on, now and in the future, and their vision for a better world through intentional design and community engagement. Takeaways:Design can impact the human condition in various ways.Understanding the real problem is crucial in design.Data should not overshadow the human aspect of design.Shifting to a stakeholder economy encourages humane decision-making.Design thinking can lead to sustainable and measurable impact.Good design often goes unnoticed but is essential.Accessibility in design benefits everyone, not just specific groups.AIGA has been instrumental in shaping Justin's and Gage's careers in design.Real-world examples highlight the importance of thoughtful design.Design initiatives often operate in silos, missing opportunities for collaboration.Holistic design considers the environment, economy, and the human experience.Creativity is not limited to traditional design; it encompasses all aspects of life.Designing a business involves intentionality and awareness of impact.The importance of ethical considerations in client projects.Engaging with communities enhances the design process and outcomes.We must all remain open to conversations where there might be some tension if we hope to understand each other.Sharing experiences and insights can inspire others and foster community.Sound Bites:"How can we use design to make impact in the world around us?”“The layer of design that is most inspiring to me is a design approach that somehow impacts the human condition.”“Reminding ourselves that there's real people behind the data is always important.”“Design can change the world, for better or worse.”"Good design is invisible.""What gets measured gets improved.""AIGA has changed my career.""Design for good needs to be accessible, and consider accessibility."Links:Justin Ahrens on LinkedIn - https://www.linkedin.com/in/justinahrens/Rule 29 - https://www.rule29.com/Rule 29 on Facebook - https://www.facebook.com/rule29Rule 29 on Instagram - http://instagram.com/rule29Rule 29 on X - https://twitter.com/rule29Rule 29 on Dribble - https://dribbble.com/rule29Rule 29 on LinkedIn - https://www.linkedin.com/company/rule29/…O'Niel Printing - https://oneilprint.com/Design Of Podcast - https://podcasts.apple.com/us/podcast/design-of-podcast/id1031393077The Creative Shit Show Podcast - https://podcasts.apple.com/us/podcast/the-creative-shit-show/id1620792732Running Ahrens Podcast - https://podcasts.apple.com/us/podcast/running-ahrens/id1808363470…Path to Impact Workbook (English) - https://www.dropbox.com/scl/fi/kmklu1ah5e9xaivkj7igw/P2I-WorkbookBooklet-ENG-190711-v4.pdf?rlkey=q2clwoo6w27olqefx0y77tx0l&dl=0Path to Impact Workbook (Spanish) - https://www.dropbox.com/scl/fi/q0tcw0evjjlo4evktt92i/P2I-WorkbookBooklet-SPN-190711-v4.pdf?rlkey=u5j9telwiyvzaksmczlbv4vap&dl=0...Brands for a Better World Episode Archive - http://brandsforabetterworld.com/Brands for a Better World on LinkedIn - https://www.linkedin.com/company/brand-for-a-better-world/Modern Species - https://modernspecies.com/Modern Species on LinkedIn - https://www.linkedin.com/company/modern-species/Gage Mitchell on LinkedIn - https://www.linkedin.com/in/gagemitchell/…Print Magazine Design Podcasts - https://www.printmag.com/categories/printcast/…Heritage Radio Network - https://heritageradionetwork.org/Heritage Radio Network on LinkedIn - https://www.linkedin.com/company/heritage-radio-network/posts/Heritage Radio Network on Facebook - https://www.facebook.com/HeritageRadioNetworkHeritage Radio Network on X - https://x.com/Heritage_RadioHeritage Radio Network on Instagram - https://www.instagram.com/heritage_radio/Heritage Radio Network on Youtube - https://www.youtube.com/@heritage_radio Chapters:03:00 - Defining Impact in Design06:03 -The Human Condition and Design Thinking09:11 - The Role of Data in Design11:55 - Shifting from Shareholder to Stakeholder Economy15:01 - Design Process for Sustainable Impact17:53 - Real-World Examples of Design Impact21:05 - Design for Good and AIGA24:08 - Building a Legacy through Design30:41 - Breaking Down Silos in Design for Good36:00 - Designing for Impact: Methodologies and Practices41:55 - Holistic Design: The Environment and Human Experience48:47 - Creativity Beyond Traditional Design57:09 - Looking Ahead: Excitement and Future Projects

Pitchfork Economics with Nick Hanauer
Good Company: Ending the Era of Shareholder Supremacy (with Lenore Palladino)

Pitchfork Economics with Nick Hanauer

Play Episode Listen Later May 27, 2025 37:21


What makes a company good—and who gets to decide? Economist Lenore Palladino joins Nick and Goldy to dismantle the myth of shareholder primacy and explain how our current system of corporate governance has warped innovation, deepened inequality, and undermined democracy. Drawing from her new book Good Company: Economic Policy after Shareholder Primacy, Palladino outlines a bold vision for how we can redesign the rules of the game—so corporations serve workers, communities, and the public good, not just wealthy shareholders. Lenore Palladino is an assistant professor of economics and public policy at the University of Massachusetts, Amherst, a senior fellow of the Roosevelt Institute, and a research associate at the Political Economy Research Institute. Social Media: @lenorepalladino.bsky.social @lenorepalladino Further reading:  Good Company: Economic Policy after Shareholder Primacy Website: http://pitchforkeconomics.com Instagram: @pitchforkeconomics Threads: pitchforkeconomics Bluesky: @pitchforkeconomics.bsky.social Twitter: @PitchforkEcon, @NickHanauer, @civicaction YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Substack: The Pitch

Great Practice. Great Life. by Atticus
133: Escaping the 3 Time Traps That Stall Law Firm Growth: Inside the Mind of Shawn McNalis

Great Practice. Great Life. by Atticus

Play Episode Listen Later May 26, 2025 39:09


In this episode of Great Practice, Great Life®, Steve Riley explores time management and focus strategies with Shawn McNalis, an Atticus Practice Advisor and trainer with over 30 years of experience. Together, they uncover the most common time traps that prevent attorneys from reaching their full potential. They also share proven strategies for defending strategic time blocks and establishing boundaries that support professional growth. Shawn brings her wealth of knowledge from coaching thousands of lawyers and co-authoring pivotal books on time management and performance. Steve and Shawn delve into the “time starvation trap”—a common pitfall where attorneys confuse busyness with true productivity. Through the lens of The Habit Shift workshop, they reveal how ineffective time habits often go unnoticed until they become overwhelming. They share the story of Jordan, a family law attorney who used time management tools to reclaim her schedule. By protecting strategic time blocks and focusing on high-value work, Jordan boosted client development and significantly reduced stress. In another example, solo practitioner Taylor learned to combat overwork by delegating tasks, avoiding overcommitment, and conducting focused time audits. These changes gave her the bandwidth to think strategically and grow her firm. Shawn also discusses how the relentless pace of law school often carries into professional life, encouraging constant hustle over smart planning. Steve and Shawn lay out a practical roadmap for setting boundaries that promote both success and sanity. They highlight the value of time audits, client selection, and protecting strategic time like your business depends on it. Because it does! Whether you're a new attorney or a seasoned professional, this episode offers actionable strategies to improve your focus, reclaim your time, and transform both your practice and your life. In this episode, you will hear: Introduction to time management and focus strategies for attorneys, emphasizing productivity and overcoming time traps Insights from The Habit Shift workshop, focused on performance improvement through strategic time blocking and boundary-setting The “time starvation trap” and how time audits help prioritize high-value tasks, illustrated by Jordan's story Tips for managing competing priorities, including a segment on Alex, a team leader using a 90-day focus tool to align with firm partners Addressing the law firm culture of overwork, with practical guidance on task delegation and selective client intake Encouragement to intentionally design the practice and life you want through boundaries and high-impact habits Actionable advice to build self-awareness and put consistent effort into earning both success and personal fulfillment Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Supporting Resources: Shawn McNalis, Shareholder, Practice Advisor Trainer, and Curriculum Director: atticusadvantage.com/team/shawn-mcnalis Workshop: The Habit Shift: Time, Focus, and the Psychology of Getting Things Done: atticusadvantage.com/workshops/the-habit-shift (Use discount code PODCAST100 for $100 off your workshop registration!) Episode 027: Putting the Wind at Your Back with Shawn McNalis: atticusadvantage.com/podcast/putting-the-wind-at-your-back-with-shawn-mcnalis Episode 110: Effective Marketing for Lawyers: A Blueprint for Growth: atticusadvantage.com/podcast/turning-referral-marketing-into-a-business-growth-machine-firm-with-mark-powers-and-shawn-mcnalis My Great Life® Planner: atticusadvantage.com/books/my-great-life-planner Team Leader Certification Program: atticusadvantage.com/law-firm-team-leader-certification Time Management for Attorneys: atticusadvantage.com/books/time-management-for-attorneys Cashflow & Profitability: atticusadvantage.com/books/cashflow-and-profitability Hire Slow, Fire Fast: atticusadvantage.com/books/hire-slow-fire-fast How Good Attorneys Become Great Rainmakers: atticusadvantage.com/books/how-good-attorneys-become-great-rainmakers-updated-edition Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

CruxCasts
Alkane-Mandalay Merger Reshapes Mid-Tier Gold Landscape

CruxCasts

Play Episode Listen Later May 21, 2025 36:40


Interview withNick Earner, MD of Alkane ResourcesFrazer Bourchier, President & CEO of Mandalay ResourcesRecording date: 19th May 2025Alkane Resources (ASX:ALK) and Mandalay Resources (TSX:MND) have announced a strategic "merger of equals" that will create a significant mid-tier gold producer. The all-share transaction values Mandalay at A$559.1 million ($357.8 million), with Mandalay shareholders receiving 55% ownership of the combined entity and Alkane shareholders retaining 45%.The merged company will operate under the Alkane Resources name, trading on both the ASX and TSX exchanges. It will maintain a diversified portfolio of three producing mines - Tomingley (Australia), Costerfield (Australia), and Björkdal (Sweden) - with an anticipated annual production of 160,000-180,000 gold equivalent ounces.Financial projections for the combined entity are robust, including over $100 million USD in cash, zero debt, and approximately $200 million USD in annual free cash flow. This represents a cash flow multiple of approximately 3:1, compared to the industry standard of 4-5x EBITDA."This company will have over $100 million US in net cash positive with no debt," noted Frazer Bourchier, President and CEO of Mandalay Resources, highlighting the strong financial foundation of the merger.A key strategic rationale for the combination is achieving "capital relevance" through a pro-forma market capitalization of approximately $650 million USD. This scale should qualify the company for inclusion in both the ASX 300 index and the GDXJ (VanEck Junior Gold Miners ETF), potentially attracting institutional investors previously unable to invest due to size limitations.The merger has received unanimous board approval from both companies and secured voting support agreements from key shareholders. Shareholder votes are expected in June 2025, with transaction closing anticipated by August 2025.The combined entity will pursue a disciplined capital allocation strategy focused on organic exploration, M&A opportunities, and potential shareholder returns, operating with a philosophy of empowered site-level leadership and minimal corporate oversight.Sign up for Crux Investor: https://cruxinvestor.com

Master Of Your Crafts
S7. Ep. 136. Business is a machine

Master Of Your Crafts

Play Episode Listen Later May 17, 2025 37:08


Matt Ruttenberg is a financial entrepreneur, CMO & Shareholder of Life, Inc., and founder of SureLI Insurance. He's been in the finance and 401k industries for over 20 years. I sold my financial planning practice after 15 years in order to move from "generalist" to "specialist. He have a passion forworking with business owners and real estate investors and achieve to become an absolute expert in both. As a 401(k) expert, I can educate your community of entrepreneurs on navigating the retirement plan landscape and selecting the best plan for their business. Master of Your Crafts is a captivating podcast featuring conversations with individuals who have dedicated themselves to mastering their craft. Whether it's a gift, talent or skill that comes naturally to them, these individuals have taken ownership and honed their abilities to perfection. Through deep conversation, we delve into their inner dialogue, actions and life circumstances offering words of wisdom to empower and guide you on a journey to becoming the master of your own craft.For more information, visit our website https://masterofyourcrafts.com and Bright Shining Light Website: https://brightshininglight.comStay connected with us:- Facebook: https://www.facebook.com/masterofyourcrafts- Instagram: https://www.instagram.com/MasterOfYourCrafts/- Spotify: https://open.spotify.com/show/1M0vp9HoK7kkP1w4ij7PJd?si=7d383a92b93b4e2c- ApplePodcast: https://podcasts.apple.com/ca/podcast/master-of-your-crafts/id1512818795- Amazon Music: https://music.amazon.ca/podcasts/b15079de-bc6a-487c-b8f8-faca73d0f685/master-of-your-crafts- Google Play: https://podcasts.google.com/feed/aHR0...

Founders
#388 Jeff Bezos's Shareholder Letters: All of Them!

Founders

Play Episode Listen Later May 15, 2025 79:28


"To read Jeff Bezos's shareholder letters is to get a crash course in running a high-growth internet business from someone who mastered it before any of the playbooks were written." That is the best description of Bezos's letters I have ever read. I just finished rereading these letters for the 4th or 5th time. With clear thinking and ferocious intelligence, Bezos provides a masterclass in building a customer-obsessed, enduring franchise. With relentless repetition Bezos teaches us about the importance of invention, risk-taking, wandering, differentiation, technology, judgement, high-standards, customer obsession, long-term orientation, and why value trumps everything. Read the letters on Amazon's website here.Or in the book Invent and Wander: The Collected Writings of Jeff BezosRegister for the live event in New York at Ramp! Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save time and money.Join my free email newsletter to get my top 10 highlights from every book( 15:00 ) Setting the bar high in our approach to hiring has been, and will continue to be, the single most important element of Amazon success. It's not easy to work here but we are working to build something important, something that matters to our customers, something that we can all tell our grandchildren about. Such things aren't meant to be easy.( 24:00 ) We believe we have reached a "tipping point," where this platform allows us to launch new ecommerce businesses faster, with a higher quality of customer experience, a lower incremental cost, a higher chance of success, and a faster path to scale and profitability than any other company.( 27:00 ) We will continue to invest heavily in introductions to new customers. Though it's sometimes hard to imagine with all that has happened in the last five years, this remains Day 1 for ecommerce, and these are the early days of category formation where many customers are forming relationships for the first time. We must work hard to grow the number of customers who shop with us.( 37:00 ) Focus on cost improvement makes it possible for us to afford to lower prices, which drives growth. Growth spreads fixed costs across more sales, reducing cost per unit, which makes possible more price reductions. Customers like this, and it's good for shareholders. Please expect us to repeat this loop.( 47:00 ) Our quantitative understanding of elasticity is short-term. We can estimate what a price reduction will do this week and this quarter. But we cannot numerically estimate the effect that consistently lowering prices will have on our business over five years or ten years or more. Our judgment is that relentlessly returning efficiency improvements and scale economies to customers in the form of lower prices creates a virtuous cycle that leads over the long term to a much larger dollar amount of free cash flow, and thereby to a much more valuable Amazon.( 55:00 ) Our fundamental approach remains the same. Stay heads down, focused on the long term and obsessed over customers. Long-term thinking levers our existing abilities and lets us do new things we couldn't otherwise contemplate. Seek instant gratification and chances are you'll find a crowd there ahead of you. ( 56:00 ) Long-term orientation interacts well with customer obsession. If we can identify a customer need and if we can further develop conviction that that need is meaningful and durable, our approach permits us to work patiently for multiple years to deliver a solution.( 59:00 ) Invention is in our DNA and technology is the fundamental tool we wield to evolve and improve every aspect of the experience we provide our customers.( 1:00:00 ) A dreamy business offering has at least four characteristics. Customers love it, it can grow to very large size, it has strong returns on capital, and it's durable in time-with the potential to endure for decades. When you find one of these get married.( 1:02:00 ) We all know that if you swing for the fences, you're going to strike out a lot, but you're also going to hit some home runs. The difference between baseball and business, however, is that baseball has a truncated outcome distribution. When you swing, no matter how well you connect with the ball, the most runs you can get is four. In business, every once in a while, when you step up to the plate, you can score one thousand runs. This long-tailed distribution of returns is why it's important to be bold. Big winners pay for so many experiments.( 1:10:00) When a memo isn't great, it's not the writer's inability to recognize the high standard, but instead a wrong expectation on scope: they mistakenly believe a high standards, six-page memo can be written in one or two days or even a few hours, when really it might take a week or more! They're trying to perfect a handstand in just two weeks, and we're not coaching them right. The great memos are written and re-written, shared with colleagues who are asked to improve the work, set aside for a couple of days, and then edited again with a fresh mind. They simply can't be done in a day or two. The key point here is that you can improve results through the simple act of teaching scope-that a great memo probably should take a week or more.( 1:12:00 ) Sometimes (often actually) in business, you do know where you're going, and when you do, you can be efficient. Put in place a plan and execute. In contrast, wandering in business is not efficient-but it's also not random. It's guided-by hunch, gut, intuition, curiosity, and powered by a deep conviction that the prize for customers is big enough that it's worth being a little messy and tangential to find our way there. Wandering is an essential counterbalance to efficiency. You need to employ both. The outsized discoveries-the "nonlinear" ones-are highly likely to require wandering. ----Founders Notes gives you the ability to tap into the collective knowledge of history's greatest entrepreneurs on demand. Use it to supplement the decisions you make in your work. Get access to Founders Notes here. ----“I have listened to every episode released and look forward to every episode that comes out. The only criticism I would have is that after each podcast I usually want to buy the book because I am interested so my poor wallet suffers. ” — GarethBe like Gareth. Buy a book: All the books featured on Founders Podcast

InvestTalk
What is Shareholder Yield?

InvestTalk

Play Episode Listen Later May 14, 2025 45:39


When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks. Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Volatility on the US Economy, EQIX - Equinix Inc., BROS - Dutch Bros Inc.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

Money Makers
275 Money Makers Investment Trusts Podcast - with Ben Rogoff (14 May 2025)

Money Makers

Play Episode Listen Later May 14, 2025 46:43


In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Rogoff of Polar Capital Technology Trust (PCT) to discuss the rapidly evolving landscape of artificial intelligence including the emergence of DeepSeek, its impact on Nvidia, and the promise of Agentic AI. This discussion was recorded on Thursday 08 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:40 - The reaction to DeepSeek 0:10:46 - Volatility in the share price 0:12:49 - Activity since January 0:19:04 - The impact of the US tariff regime 0:26:12 - A short break 0:27:18 - Shareholder reaction to the last few months 0:29:29 - Potential for growth 0:34:59 - The importance of Agentic AI 0:46:11 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of J.P.Morgan US Smaller Companies (JUSC). Future profiles include Tritax Big Box REIT (BBOX) and The Schiehallion Fund (MNTN). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Business Pants
Andrew Witty gets paid, steps down, stays on, John R Tyson sucks at his job, gets board seat, and other nuggets

Business Pants

Play Episode Listen Later May 13, 2025 22:05


DAMION1In our 'That's cute, Sam, because I don't want my son to grow up in a world where college dropouts slowly replace human brain function with profit-driven AI' headline of the week. Sam Altman doesn't want his son to grow up with an AI best friend In our 'In other news, Ikea will call its forthcoming store in Boston simply 'Ikea,' sources say' headline of the week. ESPN will call its forthcoming flagship streaming app simply 'ESPN,' sources say In our 'Ex-CBS Director O.J. Simpson not named director after found not guilty of the murders of Nicole Brown Simpson and Ronald Goldman and because he's dead' headline of the week. Ex-Tyson Foods CFO John Tyson named director after misdemeanoursIn our 'In her acceptance speech, Ms. Boswell said, "I won't sleep until your toilets are 45% less smelly and disgusting, on a year-over-year basis starting in 3Q 2026."' headline of the week. Clorox Announces Election of Gina Boswell to its Board of DirectorsIn our 'The fourth director was referred to as "a bloated idiot who doesn't know the difference between a case of synthetic hydraulic fluids and a Diet Pepsi.' headline of the week. Shareholder advisory firm backs 3 of Elliott's 4 Phillips 66 director nominees In our 'Sir Andrew Witty listed the top three 'personal reasons' in no particular order: "Fuck. This. Place." ' headline of the week. UnitedHealth CEO steps down for ‘personal reasons'MATT1In our 'Universally reviled man pays self' headline of the week. UnitedHealth CEO Andrew Witty was 2024's highest-paid payer CEO. Here's a look at what other execs earnedIn our 'Universally reviled man takes a vacation' headline of the week. UnitedHealth Group CEO Andrew Witty steps down, company suspends annual forecastIn our 'Universally reviled man replaced by universally reviled man who replaced different universally reviled man he replaced' headline of the week. UnitedHealth CEO Andrew Witty steps down, replaced by Stephen HemsleyIn our 'Andrew Witty says try cod liver oil and vitamin A' headline of the week. Listeria outbreak sickens at least 10 in California and Nevada and the FDA is investigating Fresh & Ready FoodsIn our 'This week on "Audit Material Weakness: the Game", who will be the material weakness? The ex-prosecutor "financial expert", the ex-interior secretary who wrote "You Report to Me: Accountability for the Failing Administrative State", or the ex-trade representative?' headline of the week. Trump Media said it had ‘material weakness' in internal controlsIn our 'Anti-woke investors furious at SEC they don't get the chance to vote 1% in favor of a resolution to stop gays from eating sushi, the wokest way to make fish, which is eroding American freedom' headline of the week. Kroger Investor Loses New Bid to Put Plan Before ShareholdersIn our 'After soliciting bids from Punxsutawney Phil, the transformer named Scavenger, and Mark Wahlberg from Deepwater Horizon, the Trump Administration finally found a genius to dig a hole' headline of the week. Elon Musk's Boring Company Is in Talks With Government Over Amtrak ProjectIn our 'When asked, the mayor of Memphis, Tennessee handed citizens a set of "giant wipers" donated by Tesla for their tears' headline of the week. Community Complains of Choking Fumes From Elon Musk's AI FortressIn our 'It's true, we found a self-important liar who likes hallucinogens so we don't need to hire anyone under 35 with an education anymore' headline of the week. AI may cut the need for younger staff, CEOs say: ‘With the commoditization of intelligence, it's not about having the smartest people anymore'In our 'It's true, we found a self-important liar who states everything like it's a fact so we don't need to hire anyone over the age of 55 anymore' headline of the week. The vast majority of CEOs are fearful of losing their jobs due to AI, survey revealsDAMION2End with a game: I'll give you the headline first and you pick the best joke:McDonald's announces plans to hire 375,000 workers with Trump Labor secretaryTraining to Include How to Scream Internally Without Moving Your Face and Why Clocking Out is WokeNew Employees to Be Paid in Nuggets and WIll Receive Free Uniform, A Copy of “Atlas Shrugged” (Annotated by J.D. Vance while wearing a Ronald McDonald costume) and a Mandatory McRib Tramp StampBecause Nothing Says “Labor Rights” Like a Side of DeregulationBoy Accidentally Orders 70,000 Lollipops on Amazon. Panic Ensues.Amazon's spokesperson said, "While we understand that 70,000 lollipops may exceed the average household's needs, our algorithm determined that American children are fat and stupid."Mark Zuckerberg said, "Problems like this will disappear with Meta-branded AI children."Amazon Algorithm Now Recommends a Kohler Tall Single Flush 2-Piece Elongated Toilet with 1.28 GPF in White and a Dentist Named Dave

City Life Org
Shareholder Opportunity to New York City Residents for the Innovative Freedom Plaza Project

City Life Org

Play Episode Listen Later May 13, 2025 5:12


The Fin
How a $14 billion deal can happen without a shareholder vote

The Fin

Play Episode Listen Later May 7, 2025 23:15


This week on The Fin, James Thomson and Joyce Moullakis on James Hardie’s latest controversy, why shareholders don’t get to vote and what they want to change.This podcast is sponsored by Aussie BroadbandFurther reading: The great ASX investor uprising delivers very hollow victoryThe hated James Hardie takeover of a US group is going ahead, but investors have at least won some important concessions.Inside the biggest investor uprising in three decadesInvestor anger over the James Hardie deal is being compared to 1993’s investor rebellion against Murdoch’s plans for “super voting shares”. Now the ASX is in the gun.ASX compliance chief rejects rule gaming suggestionDaniel Moran likened the ASX’s role in the controversial James Hardie transaction to that of a referee on a sporting field.See omnystudio.com/listener for privacy information.

The Investopedia Express with Caleb Silver
Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down

The Investopedia Express with Caleb Silver

Play Episode Listen Later May 4, 2025 17:55


It may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of the year, ending the greatest 60-year run in business history. The 94-year old paved the way for his successor, Greg Abel, but reassured investors and the Berkshire faithful that he'll be hanging around to provide his infinite wisdom to the new leadership team, and to the rest of us. Listen to Warren's enduring words of wisdom, and to his faithful investors and students who are on the lifelong investing journey with him. Links for show notes:https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.investopedia.com/articles/markets/041714/how-warren-buffett-made-berkshire-hathaway-worldbeater.asphttps://www.investopedia.com/warren-buffett-to-step-down-as-ceo-of-berkshire-hathaway-at-year-end-11727785https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11725770https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/s/sell-in-may-and-go-away.asphttps://buffett.cnbc.com/warren-buffett-archive/https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.youtube.com/watch?v=1Nvte97VM6Y Learn more about your ad choices. Visit podcastchoices.com/adchoices

Oral Arguments for the Court of Appeals for the D.C. Circuit
Institutional Shareholder Services, Inc. v. SEC

Oral Arguments for the Court of Appeals for the D.C. Circuit

Play Episode Listen Later May 2, 2025 36:04


Institutional Shareholder Services, Inc. v. SEC

She Said Privacy/He Said Security
Top Takeaways From IAPP GPS 2025 and Atlanta AI Week

She Said Privacy/He Said Security

Play Episode Listen Later May 1, 2025 19:07


Jodi Daniels is the Founder and CEO of Red Clover Advisors, a privacy consultancy, that integrates data privacy strategy and compliance into a flexible, scalable approach that simplifies complex privacy challenges. A Certified Information Privacy Professional, Jodi brings over 27 years of experience in privacy, marketing, strategy, and finance across diverse sectors, working and supporting startups to Fortune 500 companies. Jodi Daniels is a national keynote speaker, and she has also been featured in CNBC, The Economist, WSJ, Forbes, Inc., and many more publications. Jodi holds a MBA and BBA from Emory University's Goizueta Business School. Read her full bio. Justin Daniels is a corporate attorney who advises domestic and international companies on business growth, M&A, and technology transactions, with over $2 billion in closed deals. He helps clients navigate complex issues involving data privacy, cybersecurity, and emerging technologies like AI, autonomous vehicles, blockchain, and fintech. Justin partners with C-suites and boards to manage cybersecurity as a strategic enterprise risk and leads breach response efforts across industries such as healthcare, logistics, and manufacturing.  A frequent keynote speaker and media contributor, Justin has presented at top events including the RSA Conference, covering topics like cybersecurity in M&A, AI risk, and the intersection of privacy and innovation. Together, Jodi and Justin host the top ranked She Said Privacy / He Said Security Podcast and are authors of WSJ best-selling book, Data Reimagined: Building Trust One Byte at a Time. In this episode… From a major privacy summit to a regional AI event, experts across sectors are emphasizing that regulatory scrutiny is intensifying while AI capabilities and risks are accelerating. State privacy regulators are coordinating enforcement efforts, actively monitoring how companies handle privacy rights requests and whether cookie consent platforms work as they should. At the same time, AI tools are advancing rapidly with limited regulatory oversight, raising serious ethical and societal concerns. What practical lessons can businesses take from IAPP's 2025 Global Privacy Summit and Atlanta's AI Week to strengthen compliance, reduce risk, and prepare for what's ahead? At the 2025 IAPP Global Privacy Summit, a major theme emerged: state privacy regulators are collaborating on enforcement more closely than ever before. When it comes to honoring privacy rights, this collaboration spans early inquiry stages through active enforcement, making it critical for businesses to establish, regularly test, and monitor their privacy rights processes. It also means that companies need to audit cookie consent platforms regularly, ensure compliance with universal opt-out signals like the Global Privacy Control, and align privacy notices with actual practices. Regulatory enforcement advisories and FAQs should be treated as essential readings to stay current on regulators' priorities. Likewise at the inaugural Atlanta AI Week, national security and ethical concerns came into sharper focus. Despite promises of localized data storage, some social media platforms and apps continue to raise alarms over foreign governments' potential access to personal data. While experts encourage experimentation and practical application of AI tools, they are also urging businesses to remain vigilant to threats such as deepfakes, AI-driven misinformation, and the broader societal implications of unchecked AI development. In this episode of She Said Privacy/He Said Security, Jodi Daniels, Founder and CEO of Red Clover Advisors, and Justin Daniels, Shareholder and Corporate Attorney at Baker Donelson, share their top takeaways from the IAPP Global Privacy Summit 2025 and the inaugural Atlanta AI Week. Jodi highlights practical steps for improving privacy rights request handling, the importance of regularly testing cookie consent management platforms, and ensuring published privacy notices reflect actual practices. Justin discusses the ethical challenges surrounding AI's rapid growth, the national security risks tied to social media platforms, and the dangers posed by deepfake technology. Together, Jodi and Justin emphasize the importance of continuous education, collaboration, and proactive action to prepare businesses for the future of privacy and AI.

Great Practice. Great Life. by Atticus
129: The Three Biggest Challenges Lawyers Face When Starting or Growing a Practice in 2025 with Glenn Gutek

Great Practice. Great Life. by Atticus

Play Episode Listen Later Apr 28, 2025 58:34


In this episode of Great Practice, Great Life®, we flip the script and put thought leader Steve Riley in the guest seat to answer a powerful question: What does it really take to start or grow a law practice in 2025 while staying true to your vision, your values, and your well-being? Guest host Glenn Gutek and Steve explore the dynamic and ever-evolving landscape of the legal profession, discussing how rapid changes in technology, politics, and economics contribute to the anxiety and stress attorneys face today. Steve shares insights on how lawyers can maintain a healthy balance between their professional commitments and personal well-being. He emphasizes the importance of navigating these challenges while maintaining a clear vision. Glenn and Steve's conversation also explores the role of vision protection in achieving greatness. It's easy to lose sight of one's aspirations amidst the daily grind, but they emphasize the importance of nurturing one's vision and legacy through strategic action. The fast-paced world, full of social media distractions, requires focused attention and control over where we direct our energy. Steve addresses the detrimental effects of “hurry sickness.” He stresses the importance of pursuing meaningful visions, encouraging attorneys not to settle for mediocrity and to maintain high standards in both their personal and professional lives. As we navigate the influence of AI on the legal profession, we discuss its impact on traditional business models and billing practices. AI offers efficiencies that challenge the billable hour model, compelling law firms to reassess how they provide value to clients. Steve discusses the trend toward hyper-niching, where attorneys can specialize in highly specific subspecialties, enhancing their practice with AI-driven tools. This episode provides invaluable guidance for lawyers seeking to adapt and thrive amidst the changing legal landscape, making it a must-listen for anyone invested in the future of legal practice. Thanks to The Best Notary for sponsoring this episode! In this episode, you will hear: Steve Riley discusses the rapid technological, political, and economic changes impacting the legal profession as we approach 2025 Maintaining a clear vision and high standards amidst the stressors of the fast-paced legal environment AI's role in reshaping legal business models and the tension between traditional billing practices and AI-driven efficiencies The importance of developing essential business skills, such as communication and relationship building, for legal professionals Challenges lawyers face in balancing intense work commitments with personal well-being and family time The trend towards hyper-niching in legal practices, leveraging AI to expand specialized subspecialties The potential future impact of AI on dispute resolution, billing trends, and the need for lawyers to adapt to maintain their value proposition Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Supporting Resources: Glenn Gutek, Practice Advisor Steve Riley, Shareholder, Practice Advisor, & Attorney Episode Sponsor: The Best Notary Episode 047: The Importance and Impact of Leadership on Law Firms with Glenn Gutek and Keith Donovan Episode 055: How Can You Improve Your Leadership Impact? With Glenn Gutek Episode 075: Succeeding in Personal Injury Law and Living a Great Life with Chip Evans & Glenn Gutek Workshop Series: Grow Your Practice With AI (Use discount code AIPODCAST300 for $300 off your registration!) On-Demand Workshop: Level Up Your Billable Practice: Unlock Hidden Revenue and Maximize Your Time Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

The Jesse Kelly Show
Hour 1: Shareholder Vs Stakeholder Capitalism

The Jesse Kelly Show

Play Episode Listen Later Apr 25, 2025 37:49 Transcription Available


Global Communists are trying to destroy your life and here's how. They are loyal only to power not people. They understand that language matters. The difference between shareholder and stakeholder capitalism. They have declared war against your way of life. They want to force certain behaviors and you're getting in the way. Seizing the choke points of information. See omnystudio.com/listener for privacy information.

Business Pants
Business Roundtable wants to end shareholder proposals, Subaru's knobs, OpenAI hate humans, and Ralph Lauren's line of 2x4s

Business Pants

Play Episode Listen Later Apr 25, 2025 51:03


Story of the Week (DR):CEOs to the rescue?Trio Of Top CEOs Warn Trump Tariffs Will Empty Store ShelvesDuring a private meeting in the Oval Office on Monday, the CEOs of Walmart, Target and Home Depot reportedly told the president that supply chains could freeze and prompt stores' shelves to go barren if he doesn't rein in his sharp tariff plans, and meddles with the Federal Reserve.Target CEO Brian Cornell (25%): Mr. The Gay Pride Display Is Too Expensive Because THere are Too Many Colors (719:1)Home Depot CEO Ted Decker (25%): Mr. Charlie Munger Would Hate Him because He Got a BA in English (443:1)Walmart CEO Doug McMillon 6%: (They should have sent a Walton family member) Mr. Racism Was Solved So It's Time to Move on from DEI (976:1)Elon Musk says he's stepping back from DOGEElon Musk was supposed to work in government as a special employee for 130 days. He just pledged to spend ‘a day or two' per week for the remainder of Trump's 4-year termAfter spending three months trying to radically reshape the federal government and its workforce, Elon Musk on Tuesday said he would soon be stepping back from the White House DOGE office."Starting next month, I will be allocating far more of my time to Tesla," Musk said during Tesla's earnings call, adding that "the major work of establishing the Department of Government Efficiency" was done.Tesla profit drops 71% as carmaker warns ‘political sentiment' could impact future demandBusiness Roundtable urges SEC to amend proxy-voting process MMThe Securities and Exchange Commission should reform the proxy-voting process by making it more difficult for certain shareholder proposals to make it onto company proxy ballots, according to an April 23 report from the Business Roundtable.“The current state of the proxy process is unsustainable,” the advocacy group comprising more than 200 CEOs said in its report. “Companies are being forced to divert significant resources and attention toward responding to a flood of ideology-driven shareholder proposals — resources that would be better spent driving long-term value creation. These escalating costs ultimately fall on shareholders, yet there is little evidence that such proposals yield meaningful economic benefits.”Median US CEO pay hits record $16.8 million on soaring stock awardsMedian pay among top U.S. CEOs rose 7.5% to a record $16.8 million for 2024, a new study found, as big stock grants boosted leaders' reported earnings well beyond the pay received by U.S. workers. Study looked at 320 companies in the S&P 500 with pay data filed so far this yearESG Pope has died: Pope Francis Pushed ESG. How the Church's Investments Did.The Vatican's investments are generating a profit, perhaps from a renewed focus—led by the late pontiff—on social values aligned with the Catholic Church. Francis died on Monday at age 88 after a long health crisis.Goodliest of the Week (MM/DR):DR: Subaru Is Bringing Back Physical Knobs and Buttons in Its Cars MM DRDR: Twinkies' New Owner Courts a Novel Group of Snackers: StonersMM: Tesla whistleblower wins legal battle against Elon MuskAssholiest of the Week (MM):OpenAI DRWhen asked to generate assholes of the week, ChatGPT suggested as the FIRST ASSHOLE: OpenAI's “Safety Is Optional” StrategyLaunched GPT-4.1 with zero safety report—claiming it's not “frontier.”Updated its Preparedness Framework to say it might lower safety standards if rivals do.Former staff filed an amicus brief supporting Elon Musk's lawsuit, saying for-profit incentives undermine safety.Also stopped safety testing of fine-tuned models unless released openly.This is tech's version of “if the other kids jumped off a bridge...”In 2025… OpenAI updated its safety framework—but no longer sees mass manipulation and disinformation as a critical riskNot to be outdone by other college dropout middle school losers, OpenAI considering its own social network to compete with Elon Musk's XIt's not OpenAI, it's Sam Altman, college dropoutRemember when they had a board?Blaming ChinaElon Musk worries Chinese companies will fill out the world's top 10 robot makers—but claims Tesla is, and will stay, No. 1Google says DOJ's proposal for breakup would harm U.S. in 'global race with China'Trade war woes: Boeing stock sinks after China reportedly blocks plane deliveriesWispy stache middle school manflakes who are going to MAKE you like them, whether you want to or notDamion will rate whether these headlines make him finally like the techbro manflakes:Elon Musk Reportedly Sends DMs on Twitter Offering Women the Chance to Have His BabiesTesla really wants the Cybertruck to be a working man's truckElon 'rattled' as he's brutally trolled in gaming livestream from private jetHuge Number of People Who Used to Like Elon Musk Now Detest Him, Polling ShowsSomeone Is Hacking Crosswalk Buttons to Speak in the Voice of Elon Musk Lamenting the Terrible Sadness in His LifeMeta co-sponsors White House Easter Egg Roll amid blockbuster antitrust trialTrump lashes out at British hedge fund for betting against Truth SocialTrump Media wants the SEC to investigate a hedge fund that has a $105 million short on the companyJokes on you, LuigiUnitedHealth stock craters as CEO calls disappointing results 'unusual and unacceptable' (he blamed the Biden administration)UnitedHealth CEO's pay jumps 12% to $26.3M as company revenue hits record $400BUnitedHealth spent $1.7 million on executive securityRewriting historyI literally hate this: How Did Elon Musk Make His Money?“Many people would have simply taken this larger-than-life fortune and retired, but not Musk. Instead, he invested $100 million to start SpaceX, $70 million to found Tesla and $10 million in SolarCity.”HE DID NOT FOUND ITTesla was founded by Martin Eberhard and Marc TarpenningThey built the first roadster and got fundedMusk INVESTED in Tesla in the Series A and became chair of the boardMusk didn't actually run the company - until he appointed himself CEO in 2007, four years after he initially invested and after he raised a lot of money for themMusk kicked out the actual founderEberhard actually SUED Musk because Musk refused, like a big fucking diaper baby, to acknowledge that Eberhard founded the companyEberhard actually built the first mobile charging devices for Teslas, tooThat's how he works - Musk raises money from friends and lies about what he actually does - he's a big fat fraud, just like with video gamesHeadliniest of the WeekDR: Priscilla Chan's tuition-free school that championed DEI is closing after 10 yearsIn a statement on its website, the Primary School didn't indicate why it was closing its East Bay and East Palo Alto locations at the end of the 2025-2026 academic year and said only that it was a "very difficult decision" that came "after much deliberation."DR: Ralph Lauren's CEO says sometimes employees need to be ‘hit by a 2×4 across the forehead' to get important feedback to sink in: Patrice Louvet DR MMMM: Facebook Pushes Its Llama 4 AI Model to the Right, Wants to Present “Both Sides”Isn't this just saying “we wish the people we stole from to make the model were more conservative, so we'll just make it more that way”? Like, Zuck just doesn't like actual people?MM: Zuckerberg Encourages Theatergoers to Use Their Phones While Movie Is PlayingWho Won the Week?DR: Stoners: 4/20, Twinkies, and physical nobs in SubarusMM: Hall monitors - Roblox CEO says he wants to protect your kids — but you're going to need to pitch in, too.PredictionsDR: Business Roundtable urges SEC to adopt annual meeting rule requiring investors to memorize a unique 40-digit PIN that gains them entry into the meeting roomMM: Meta's oversight board rebukes company over policy overhaul - Meta said it will respond to oversight board's distress about community notes and policy shifts in 60 days. The prediction: Meta's response will be to shut down the oversight board. OVERSIGHT IS SO 2019.

TD Ameritrade Network
AT&T's (T) ‘Terrific' 1Q, Shareholder Return Plans

TD Ameritrade Network

Play Episode Listen Later Apr 24, 2025 8:29


Brett Feldman, head of Investor Relations at A&T (T), walks through their “terrific” 1Q earnings report. They grew 5G and fiber customers, emphasizing that increasingly, customers buy the services together. “We reiterated all of our financial targets this year,” he adds, and “we no longer have to use our cash flow to pay back debt” after 5 years of strategic payments. Now, he says, AT&T can buy back stock and return cash to shareholders. He also talks about their new ad push helping them add “the right type of customers.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Compliance Conversations by Healthicity
What to Do When the Audit Letter Arrives

Compliance Conversations by Healthicity

Play Episode Listen Later Apr 24, 2025 30:40


Audits are an inevitable part of healthcare. But they don't have to throw your practice into chaos. In this episode, CJ Wolf talks with regulatory and transactional healthcare attorney Christina Kuta, a Shareholder at Roetzel & Andress, about the essential steps providers should take when facing a third-party audit. You'll learn: - The first three things to do when you receive an audit notice - How government and commercial audits differ - Why self-auditing matters—and how to do it right - Tips for reducing risk, managing appeals, and avoiding common pitfalls - Whether you're a compliance officer, auditor, or provider, this episode is packed with practical advice and real-world insights. You can reach Christina at CKuta@ralaw.com.

AICPA Forensic and Valuation Services (FVS)
Dissenting Shareholder Disputes

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Apr 24, 2025 29:19


Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.   Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as: Common triggers for dissenting shareholder actions Preventing dissenting shareholder issues Reconciling valuation differences Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC  Host: Alex Partin, CPA/ABV, Mueller & Partin  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content  AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7)  The FVS Valuation Podcast archives  Valuation Case Law Update Insights for Navigating Common Issues in Business Valuation The Forensic Accountant's Role in M&A Disputes  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Money Makers
271: Money Makers Investment Trusts Podcast - with Dale Nicholls (23 Apr 2025)

Money Makers

Play Episode Listen Later Apr 24, 2025 25:52


In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Dale Nicholls, manager of Fidelity China Special Situations (FCSS). This discussion was recorded on Tuesday 22 April 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:53 - Reaction to the US-China trade war 0:03:35 - Managing and positioning the portfolio 0:06:40 - Gearing 0:08:54 - The mood in China 0:09:30 - Movements in the dollar 0:10:36 - The price of the Chinese equity market 0:12:08 - Shareholder response and behaviour 0:13:49 - A short break 0:14:44 - Unlisted holdings 0:16:24 - AI 0:19:37 - Biggest risks 0:20:44 - Looking forward and making the case for China 0:24:52 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of HgCapital Trust (HGT). Future profiles include Law Debenture Corporation (LWDB) and European Opportunities (EOT). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Capitalmind Podcast
No Passport Needed: Your Guide to Global Investing

Capitalmind Podcast

Play Episode Listen Later Apr 19, 2025 60:13


In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it's really for. From rupee depreciation to political and geographical risks, they explore the key reasons to diversify your portfolio beyond India's borders. They also discuss a crucial question: At what level of capital does it become meaningful to place your money outside? The conversation weaves in perspectives from investing greats—Peter Lynch, who believed in the power of consumer insight, and Devina Mehra, whose latest book "Money Myths and Mantras" emphasizes global allocation as a must-have strategy. With fresh data on market returns (both in INR and local currency terms), the duo breaks down how different regions have performed—why Europe and China have struggled, and how the US tech boom, largely driven by the Nasdaq, has outshone the rest. But can the US continue to dominate, especially in light of Fed Chairman Powell's recent remarks on tariffs? They also touch upon an important side of global investing: taxation. From the complexities of capital gains to the lesser-known estate tax, and how investment vehicles like UCITS can help navigate these issues. Tune in for a comprehensive, no-fluff guide to international investing—what works, what to watch out for, and how to do it right. 0:00 - 2:10 Introduction 2:11 - 8:27 Why should you invest abroad? 8:28 - 10:53 Economic growth ≠ Shareholder returns 10:54 - 19:35 How to select international investments? 19:36 - 27:31 Regular international investments 27:32 - 32:17 Commodity Diversification 32:18 - 40:50 Managed International Investment Solutions 40:51 - 43:37 Good time to global? 43:38 - 47:17 Domestic vs. International Brokers 47:18 - 50:34 Tax on Foreign Equity 50:35 - 54:17 Tax Collected at Source 54:18 - 56:38 U.S. Estate Taxes 56:39 - 59:50 UCITS -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

Jake & Ben
Jake & Ben: Full Show | LHM Sports + Entertainment Acquires Real Salt Lake & the Utah Royals | Hear from RSL Partial Shareholder David Blitzer, RSL & Utah Royals President John Kimball, LHM CEO Steve Starks, NWSL Commissioner Jessica Burman

Jake & Ben

Play Episode Listen Later Apr 18, 2025 94:11


Jake & Ben Full Show from April 18, 2025 Hour 1 Top 3 Stories of the Day: Big Announcement today from RSL, NBA Play-In continues tonight, Highlights from yesterday's show.  Today Miller Sports + Entertainment announced that they have acquired a controlling Interest in RSL & Utah Royals. Hour 2 RSL Partial Shareholder David Blitzer joined Jake & Ben to talk about LHM acquiring RSL.  Jake & Ben spoke with John Kimball, President of RSL & the Utah Roayals about LHM aquring the teams.  Hear from Steve Starks, CEO of LHM Sports + Entertainment, who joined Jake & Ben to talk about the acquistion of RSL Football Holdings.  Jessica Burman, Commissioner of the National Women's Soccer League, chatted with Jake & Ben about the LHM Sports + Entertainment Group buying a majority share of the Utah Royals. 

Jake & Ben
Hour 2: RSL Partial Shareholder David Blitzer | RSL & Utah Royals President John Kimball | LHM CEO Steve Starks | NWSL Commissioner Jessica Burman

Jake & Ben

Play Episode Listen Later Apr 18, 2025 40:28


Hour 2 of Jake & Ben on April 18, 2025 RSL Partial Shareholder David Blitzer joined Jake & Ben to talk about LHM acquiring RSL.  Jake & Ben spoke with John Kimball, President of RSL & the Utah Roayals about LHM aquring the teams.  Hear from Steve Starks, CEO of LHM Sports + Entertainment, who joined Jake & Ben to talk about the acquistion of RSL Football Holdings.  Jessica Burman, Commissioner of the National Women's Soccer League, chatted with Jake & Ben about the LHM Sports + Entertainment Group buying a majority share of the Utah Royals. 

Jake & Ben
RSL Partial Shareholder David Blitzer: Thoughts on LHM Sports & Entertainment taking over Real Salt Lake

Jake & Ben

Play Episode Listen Later Apr 18, 2025 6:35


RSL Partial Shareholder David Blitzer joined Jake & Ben to talk about LHM acquiring RSL. 

Arroe Collins Like It's Live
Shareholder Profits vs Stakeholder Capitolism Last Call For Bud Light From Anson Frericks

Arroe Collins Like It's Live

Play Episode Listen Later Apr 14, 2025 8:35


Anson Frericks, a former president at Anheuser-Busch-formerly the home of America's most popular brewery-watched as the company unraveled at the hands of globe-trotting financiers and progressive middle management. In LAST CALL FOR BUD LIGHT: The Fall and Future of America's Favorite Beer (Threshold Editions hardcover; February 4, 2025), Frericks reveals that rather than pursue shareholder profits, Anheuser-Busch suddenly became focused on stakeholder capitalism and the vague mandates of environment, social, and governance (ESG). This ill-advised change culminated in the shocking evaporation of $30 billion in market cap after releasing an advertising campaign starring political activist Dylan Mulvaney. Now, Anheuser-Busch's evolution and its subsequent fallout is brought to light as never before with this ultimate insider's look. In LAST CALL FOR BUD LIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-like-it-s-live--4113802/support.

RBN Energy Blogcast
Steady, As She Goes - E&Ps Maintain Stable Investment, Shareholder Returns Ahead of Uncertain 2025

RBN Energy Blogcast

Play Episode Listen Later Apr 10, 2025 14:14


Yet Another Value Podcast
Avoiding the Zombie Biopharm trap at Keros $KROS

Yet Another Value Podcast

Play Episode Listen Later Apr 9, 2025 34:47


In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company, despite setbacks, may still hold considerable value. He explores KROS's licensing deal with Takeda, their significant cash reserves, and questions surrounding its future direction. Calling on shareholder alignment and corporate governance, Andrew challenges listeners to consider whether KROS is veering into zombie biotech territory—or poised for a smart pivot.Stat+ article on zombie biotechs and Sutro: https://www.statnews.com/2025/03/19/sutro-bio-biotech-luvelta/Chapters:[00:00:00] Sponsor and Intro[00:03:00] Recap of Sage Pharmaceuticals as a case study in shareholder value.[00:04:48] Introduction to KROS and its recent setbacks, including Cybo's trial halt.[00:05:05] Defining the “zombie biotech” phenomenon and why it matters.[00:08:21] Misaligned incentives between management and shareholders in troubled biotechs.[00:10:04] Why KROS's partnership with Takeda could be its most valuable asset.[00:13:14] Review of KROS's three main drugs: Cybo, 065, and 050 (licensed to Takeda).[00:14:55] Risk-adjusted value potential of KROS's royalties from Takeda deal.[00:17:01] Mixed data from 065 and skepticism from analysts.[00:18:09] Potential but doubtful value remaining in Cybo post-trial shutdown.[00:18:40] KROS's massive cash balance vs. market cap and implications for shareholder returns.[00:20:05] Breakdown of 2023 overhead and burn rate concerns.[00:21:53] Call for drastic cost cuts and corporate reevaluation.[00:23:36] Analysis of board alignment and concern over lack of urgency.[00:25:44] Why KROS no longer needs a science-heavy board.[00:28:44] Shareholder engagement as a tool to prevent value destruction.[00:31:33] Encouragement for listeners to contact the board and advocate for value-maximizing outcomes.Links:See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

The Anna & Raven Show
How AI is Impacting Legal Trials with Senior Shareholder and Attorney Michelle May O'Neil!

The Anna & Raven Show

Play Episode Listen Later Mar 31, 2025 3:58


AI is now being used in legal trials, specifically divorce trials! Anna and Raven speak with OWLawyers Senior Shareholder Michelle May O'Neil to find out how it is being used and how to protect yourself! You can find her at https://www.owlawyers.com/our-team/michelle-may-oneil/

Trust Me
2024 Legislation: New Laws That Trust and Estate Practitioners Should Know

Trust Me

Play Episode Listen Later Mar 31, 2025 38:41


New laws were enacted in 2024 that affect California trust and estate practitioners. Join our two speakers, attorneys Jadene M. W. Tamura and Mara M. Mahana, on this episode as they describe the highlights of the new laws and how they affect trusts and estates practice, estate and trust litigation, incapacity proceedings, and more.About Our Podcast Speakers:Jadene M. W. Tamura is a Shareholder and Co-Chair of the Trusts & Estates Department at Parker Milliken, practicing in the areas of trust and estate planning, administration, and litigation. Jadene is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization, and is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Jadene may be reached at jtamura@pmcos.com.Mara M. Mahana is a Senior Wealth Strategist and Executive Director at Wells Fargo Bank. Mara works with high- and ultra-high net worth clients to review, develop, and consult on estate and wealth transfer plans, taking into consideration clients' unique values, needs and circumstances. Prior to joining Wells Fargo Bank, Mara was a practicing attorney with 20 years of experience in trust and estate law.  Mara is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

MoneyWise on Oneplace.com
3 Benefits of Faith-Based Investing with Dr. Finny Kuruvilla

MoneyWise on Oneplace.com

Play Episode Listen Later Mar 26, 2025 24:57


When we invest our hard-earned money, we naturally seek a financial return—but could there be other rewards as well?Faith-based investing offers more than just financial gains. Today, Finny Kuruvilla joins us to explore the deeper impact of aligning our investments with our values.Dr. Finny Kuruvilla serves as a Co-Chief Investment Officer, Senior Portfolio Manager, and founding member of Eventide Asset Management, an underwriter of Faith & Finance. He holds an M.D. from Harvard Medical School, a Ph.D. in Chemistry and Chemical Biology from Harvard University, a master's degree in Electrical Engineering and Computer Science from MIT, and a bachelor's degree from Caltech in Chemistry.Common Objections to Faith-Based InvestingIndeed, Christians might have different views on some of these, but here are three of the most common that Finny hears consistently:Objection 1: “I'm not responsible for the actions of the companies I invest in.”Many investors assume that purchasing stocks or mutual funds does not connect them to a company's actions. However, investing is ownership. When you purchase shares in a company—whether publicly traded or private—you become a partial owner.If you owned a small business and that business engaged in unethical practices, it would reflect on you. The same principle applies to publicly traded companies. As shareholders, we are tied to the actions and values of the companies we invest in.Objection 2: “What difference can I make? These companies are too big.”Some argue that individual investors cannot influence large corporations. However, history shows that even a small percentage of engaged investors can shape corporate values—just like voting in an election, where small margins can determine the outcome.Through shareholder engagement, faith-driven investors can influence corporate decision-making. Large companies respond to shareholder resolutions, and when values-aligned investors unite, they can steer businesses toward ethical practices.Objection 3: “Faith-based investing means I'll underperform financially.”A common concern is that limiting investment choices to faith-aligned companies will lead to lower returns. However, research suggests otherwise.Companies with strong ethical foundations—those that treat employees well, operate with integrity, and provide valuable goods and services—tend to outperform over the long term. Businesses that exploit customers or employees may see short-term gains but often struggle in the long run. Faith-based investing is not just morally sound—it's also financially strategic.The Three Benefits of Faith-Based Investing 1. Integrity: Investing with a Clear ConscienceThe foundation of faith-based investing is the principle of loving our neighbor. Jesus taught us to treat others as we want to be treated (Luke 6:31), and this applies to business and investing as well.Proverbs 1 warns against pursuing “ill-gotten gain,” or wealth that exploits others. Many mainstream funds include companies engaged in tobacco, gambling, and unethical labor practices.Investing with integrity means choosing companies that:Provide valuable goods and servicesTreat employees fairlyOperate with transparency and ethical leadershipBusiness should be about supplying goods and services—not exploiting people. Faith-based investing ensures that we support businesses that contribute to human flourishing.2. Impact: The Power of Faith-Driven InvestorsOne of the most compelling reasons for faith-based investing is the ability to make a real impact. History provides powerful examples of how Christian investors have shaped industries and social policies.A notable case is the role of Christian investors in ending apartheid in South Africa. In the 1970s, a group of faith-driven investors partnered with Reverend Leon Sullivan to pressure corporations like Ford and General Motors to implement anti-apartheid policies within their workplaces. These shareholder resolutions sparked a domino effect, leading other companies to follow suit.This example demonstrates that investors—when united and strategic—can drive significant cultural and ethical change. Today, faith-driven investors have opportunities to:Encourage companies to uphold biblical values in business operationsAvoid investing in industries that profit from addiction, exploitation, or human sufferingPromote corporate social responsibility by engaging in shareholder activism3. Performance: Ethical Investing Can Lead to Strong ReturnsMany assume that avoiding certain industries—such as gambling, pornography, or companies that oppose Christian values—means sacrificing returns. However, data suggests that companies with strong ethical principles actually perform better over time.Most investors define total return as:Share price return + dividend returnHowever, a biblical perspective expands total return to include:Financial return + integrity + impactInvesting in companies that operate with integrity and long-term vision leads to sustainable growth and reduced risk. Ethical companies that treat employees well, focus on quality products, and manage resources wisely often outperform businesses prioritizing short-term profits over long-term stability.How to Get Started with Faith-Based InvestingFor many believers, the idea of faith-aligned investing is a brand-new concept. They strive to honor God in spending, giving, and career choices, but they haven't considered how their investments align with their faith.Here's how to begin:Use screening tools—Many financial platforms provide tools to evaluate how investments align with Christian values. Work with faith-driven investment professionals—Christian financial advisors and fund managers can guide you toward biblically responsible portfolios. You can find a Certified Kingdom Advisor (CKA) when you go to FaithFi.com and click "Find a Professional." Explore faith-based funds—Several firms specialize in faith-aligned investments. Eventide is one of many great options available. To find a complete list of faith-based investment funds and companies, visit faithandinvesting.com/faithfi.  Pray for wisdom—Ask God to guide your financial decisions, ensuring that your investments honor Him and advance His kingdom.Faith-based investing is more than a financial strategy—it's a movement. As more believers align their financial decisions with their faith, they contribute to a marketplace that reflects God's heart for justice, integrity, and human flourishing.When investors choose integrity, prioritize impact, and trust that God honors ethical investing, they participate in kingdom work that extends beyond their own lifetime.If you're ready to take the next step, learn more at EventideFunds.com. Faith-based investing isn't just about returns—it's about stewardship that glorifies God and blesses others.On Today's Program, Rob Answers Listener Questions:My wife and I inherited a house from a family member, and it's out of state. We would like to keep it and use it for friends and family, but we don't want to rent it out. What are your thoughts on this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineEventide Asset ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

CEO Perspectives
Proxy Season Is Busier Than Ever. How Can Companies Prepare?

CEO Perspectives

Play Episode Listen Later Mar 26, 2025 26:33 Transcription Available


Find out the latest trends in shareholder proposals—and whether they'll succeed.     Shareholder proposals are at an all-time high, but support for most of these proposals has greatly declined. What's on deck for this year's proxy season, and how should corporations prepare to engage with shareholders?     Join Steve Odland and guest Andrew Jones, principal researcher at The Conference Board ESG Center, to find out why proxy filings have risen, what's trending in proposals related to DEI and ESG, and why shareholders are starting to scrutinize companies' charitable donations.    (02:17) Trends in Shareholder Proposals (03:08) Impact of SEC Rule Changes (04:38) Focus on Environmental and Social Issues (10:18) Mechanics of Shareholder Proposals (12:15) Corporate Governance Trends (14:57) Environmental Proposals and Investor Sentiment (18:58) Social Proposals and DEI (23:50) Emerging Issues: AI and Corporate Governance   For more from The Conference Board:  2025 Proxy Season Preview  The 2025 Proxy Season: Striking a Balance  Shareholder Activism: Expectations for 2025 

AHLA's Speaking of Health Law
Top Ten 2025: Gender Affirming Care—Outlook

AHLA's Speaking of Health Law

Play Episode Listen Later Mar 21, 2025 29:03 Transcription Available


Based on AHLA's annual Health Law Connections article, this special series brings together thought leaders from across the health law field to discuss the top ten issues of 2025. In the ninth episode, Adam Laughton, Shareholder, Greenberg Traurig LLP, speaks with Jennifer Nelson Carney, Member, Epstein Becker & Green PC, about the latest developments related to gender affirming care. They discuss what gender affirming care is; state legislative and medical board activities; the Skrmetti case; Trump Administration executive actions, federal agency memos, and ensuing litigation; and how to counsel health care providers in this rapidly changing environment. From AHLA's Physician Organizations Practice Group.Watch the conversation here.AHLA's Health Law Daily Podcast Is Here! AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this new podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast.

MoneyWise on Oneplace.com
Understanding Index Funds with Benji Bailey

MoneyWise on Oneplace.com

Play Episode Listen Later Mar 20, 2025 24:57


Did you hear about the guy who owned last year's top-performing funds? Yeah, it's too bad he bought them this year, though.There's a lot of evidence to suggest that buying and holding index funds will pay off in the long run. Benji Bailey joins us today to make the case with some impressive numbers.Benji Bailey is Vice President of Investments and Senior Fixed Income Manager at Praxis Mutual Funds, an underwriter of Faith & Finance.The Importance of Indexes in InvestingTo understand index funds, we can view them like guideposts in a national park. Just as signs direct visitors to scenic views and help them stay on the right path, indexes serve as essential benchmarks for investors. These benchmarks, such as the S&P 500 for large-cap stocks or the Bloomberg Aggregate for bonds, allow investors to measure their progress toward financial goals.Without these guideposts, investors risk straying off course, possibly realizing too late that their portfolio has been heading in the wrong direction. Publicly available indexes provide a crucial check-in, ensuring investments align with long-term objectives.Many investors believe they can outperform the market by actively trading stocks. However, research suggests otherwise. A study published in The Journal of Finance found that individuals who frequently traded stocks underperformed compared to those who traded less.Over a six-year period:The market returned approximately 18% annually.Less active traders saw returns of around 16.4%.The most active traders only achieved 11.4%, underperforming by over 6%.This trend highlights the dangers of excessive trading. Warren Buffett summarized it well: “The stock market is designed to transfer money from the active to the patient.” The Bible echoes this wisdom in Proverbs 13:11: “Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”Active vs. Passive Mutual FundsA key distinction in investing is the difference between active and passive mutual funds:Active funds: Managed by professionals who handpick a smaller set of stocks, hoping to outperform the market.Passive funds: Designed to mirror an index, holding a broad range of stocks for stable, long-term growth.According to Morningstar, over the past 15 years, only 9% of actively managed large-cap funds outperformed their passive counterparts—meaning 91% of active funds underperformed. This data suggests that passive investing can be a more reliable strategy for many investors.Aligning Investments with Faith ValuesMany faith-driven investors worry that traditional index funds may include companies whose values don't align with their beliefs. Praxis Mutual Funds addresses this concern by screening out companies involved in industries such as:AlcoholTobaccoGamblingAbortion-related businessesHowever, the more companies an investor removes from an index, the greater the potential for volatility in returns. For example, removing just one company from the S&P 500 would have little impact, but excluding half of the index's stocks would significantly increase volatility.Praxis Mutual Funds utilizes an optimized equity index strategy to balance faith-based values with financial performance. Instead of replicating an index, Praxis screens out objectionable companies and uses a software-driven approach to reallocate funds into a diversified mix that closely tracks the market's performance.This method allows faith-based investors to remain aligned with their values without sacrificing reasonable returns.The Role of Patience in InvestingMarket volatility can make investing an emotional challenge. Many investors instinctively buy when the market is high and sell when it's low—precisely the opposite of what leads to long-term success.Historical data shows that the S&P 500 has had an average annual return of around 10% over the past 97 years, but actual yearly returns rarely fall near that average. Investors who stay the course and focus on long-term gains are more likely to benefit from market growth.The Bible encourages this patient approach in Ecclesiastes 11:2: “Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” Diversification and patience are essential principles for wise investing.Making a Positive Impact Through InvestingBeyond screening out specific companies, Praxis Mutual Funds takes an active role in making a positive impact through:Proxy voting: Ensuring shareholder influence aligns with faith values.Shareholder engagement: Advocating for ethical corporate practices.Community development investing: Allocating 1% of funds to microfinance and social impact projects.Faith-based investing is about more than avoiding harmful industries; it's also about using investment dollars to create meaningful, Christ-centered change in the world. Whether through index funds or faith-based investment strategies, the goal is to align financial decisions with biblical principles.As Proverbs 21:5 reminds us: “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.” A well-planned investment strategy, guided by faith and patience, can lead to lasting financial fruitfulness.For those interested in learning more about faith-based investing, Praxis Mutual Funds provides a wealth of information at PraxisInvests.com.On Today's Program, Rob Answers Listener Questions:As the executor of my deceased relative's estate, do I need to report my role to FinCEN, similar to reporting the controlling party of a company?I'm 85, and I draw Social Security. I used to do side jobs, and when I filed my taxes because of the side jobs, my CPA told me I don't need to file taxes anymore since I'm on Social Security. Now I'm hearing they're talking about cutting taxes on Social Security, so I'm confused. Do I still need to file taxes if Social Security is my only income?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazinePraxis Mutual FundsNeither Poverty nor Riches: A Biblical Theology of Possessions (Volume 7) (New Studies in Biblical Theology) by Dr. Craig BlombergWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

The Proceedings Podcast
EP. 436: Shareholder Interests Are At Odds with Navy Needs

The Proceedings Podcast

Play Episode Listen Later Mar 18, 2025 39:24


Bill Hamblet talks with Martin J. Bollinger about his recent article on Shipbuilding in the February issue of Proceedings.

The Meb Faber Show
Buy Stock Where You Shop With Grifin | Aaron Froug | #574

The Meb Faber Show

Play Episode Listen Later Mar 14, 2025 35:42


Today's guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today's episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the future for the company. New users earn a $25 bonus by using the code INVEST. (0:00) Starts (0:34) Sponsor: YCharts (1:42) Introduction of Aaron Froug (3:24) Griffin app overview (7:00) Simplifying the investment process (11:33) User demographics (17:14) Shareholder perks (20:28) Grifin's origin story (24:38) Customer feedback and marketing strategies (29:00) Brand partnerships ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Handel On The Law
Target Shareholder Lawsuit

Handel On The Law

Play Episode Listen Later Mar 8, 2025 34:16 Transcription Available


Handel on the Law, Mariginal Legal Advice. 

Business Pants
Blame Game: Buffett's genetic skill, United Health's shareholder pushback, JPM Dimon's flip floppery

Business Pants

Play Episode Listen Later Feb 25, 2025 58:41


Blame Game: Buffett's genetic skill, United Health's shareholder pushback, JPM Dimon's flip floppery