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The new Boston Chapter Leads, Chelsea Grossman, Head of US Asset Owner Client Management at State Street Corporation; Bridget McGill, Head of Securities Lending Trading at Invesco; and Meredith Roderick, Head of US Securities Lending Relationship Management at Brown Brothers Harriman, join former Chapter Leads Betsy Coyne, Christel Carroll, and Marney McCabe to tell their unique origin stories of how they found their way into securities finance, their current roles, and share their exciting plans for the Boston Chapter. Continuation of "Our Stories" mini podcast series.
Are you feeling stuck in your job? Are feeling unfulfilled? Feeling like you're not being acknowledged fully for what you do and what you bring to the table? Do you feel like there's more and you just don't know how to go about finding out what that is? Well, you're not alone. My guest Adeola Adebiyi knows all about how you feel. Despite being a seasoned Cyber Security executive with more than 15 years of experience in the industry Adeola came to me because she felt stuck. But I had something for her. The Resume Excavation is a process I take clients through that's not about your resume. It's about you and a treasure hunt that will give you a complete reframe on who you are and the great value that you bring. If you're like Adeola you probably treat your resume as this old thing that you only take out when you're ready to dust it off to get a new job. And the dust-off is usually a minor update with details of your current position. And then you send it off expecting it to perform miracles like landing you some dream job. Which if you know me and have listened to Episode 1 you know the dream job does not exist. This approach does not work. But the Resume Excavation process does. Don't take my word for it. Listen in to hear what Adeola had to say about her experience and how the process gave her all she was looking for and more. About my guest: Adeola Adebiyi is a seasoned Cyber Security executive with more than 15 years of experience in the industry. She is a Director at Blue Cross Blue Shield of MA in Boston where she currently oversees the Identity & Access Governance program. She is also an Adjunct Professor at Clark University where she teaches Fundamentals of Cyber Security. Prior to joining Blue Cross, Adeola held various Security and Audit roles at State Street Corporation, PwC consulting, SunLife Financial and other organizations. She is a proud alumni of Brandeis University and Northeastern University where she obtained Bachelor's and Master's degrees. She also holds multiple Cyber Security-related certifications. Adeola is enthusiastic about mentoring young professionals in the technology and security space. She actively participates in the mentoring program in her organization. She is married with two young boys, enjoys music, travel and spending quality time with her family. Follow Adeola on Linkedin Want to find out what treasures your resume has been hiding? Book your resume excavation session now and get unstuck and clear like Adeola! Link: https://reframetocreate.com/resume-excavation/ Relevant Episode Reframe to Create Episode 4 - A Resume Excavation to Clarify Your Unique Contribution | Niko Turrentine About: The Reframe to Create podcast is hosted by Joy Spencer, an Executive Leadership and Storytelling Coach, Speaker, and Organizational Development Consultant working with professionals and leaders at all levels within organizations. Joy leverages over 17 years of experience she gained while working to champion change in social justice movements, including those related to global access to essential medicines and consumer advocacy for online privacy. This work required a dogged commitment to not merely challenging the status quo, but to reimagining and working towards creating an ideal future. It is this commitment to creating that has shaped Joy's coaching philosophy and approach today. Using her signature C.R.E.A.T.E. framework, Joy guides her clients through a process to become incomparable in work so they can get paid to be themselves. Follow Joy on LinkedIn - https://www.linkedin.com/in/joy-spencer/
In this episode of Investing In Integrity, Ross Overline speaks with Diana Pagliarini, the Executive Vice President and General Auditor at State Street Corporation. Diana has 32 years of experience in the banking industry and 14 years in board-visible roles. Her leadership and ability to execute strategic plans leads to improved processes, functions, and departments while influencing policy changes and risk practices at an enterprise level. Diana's role at State Street involves managing and developing the company-wide corporate audit plan, ensuring risk is appropriately governed. To maintain independence, a critical component of the General Auditor Role, she has a direct reporting line to the Board of Directors Examining and Audit Committee. State Street is a global leader across investment servicing, markets and financing, and investment management. Risk and auditing is about managing risks, maintaining transparency, identifying vulnerabilities, and driving compliance. With risks, there are layers of security that only authorized people should have access to. The higher the risk the more security features and layers of security are built into the architecture of the vault access. Auditors have to look at everything from people to processes and technology to know the risk. If it is a risk for State Street, it's something Diana and her team are auditing. In her role, Diana also values the importance of character and integrity in leadership and emphasizes self-awareness and self-care, as well as owning your mistakes and showing up, especially during difficult times. Integrity and credibility are significant currencies in leadership. Demonstrating this during challenging times can lead to further opportunities. Also, being willing to ask “What do you need?” and “How can I help?” is a great way to show leadership and build a rapport with your seniors.
Darla Hastings is Executive Director of The Transition Network, a national nonprofit organization whose mission is to empower women to thrive across life's transitions. Before taking on this role two years ago, she spent her career heading up marketing and corporate communications for large, global companies such as Fidelity Investments, State Street Corporation, and Thomson Reuters. Darla lives in Brooklyn. She has two grown sons – one in Tel Aviv and another in Brooklyn – and two grandchildren.
State Street Global Advisors, the asset management business of State Street Corporation has announced that Ann Prendergast will become the new head of EMEA for State Street Global Advisors and Anne joined Tom this morning on the show.
Welcome to a special series on building a stronger culture of compliance through targeted and effective training sponsored by Diligent. I will visit with Yvette Hollingsworth-Clark, Viktor Culjak, Jessica Czeczuga, Michael Parker, and Alexander Cotoia in this series. Over this series, we will consider what culture is, how to assess culture, putting together a strategy to manage culture based upon this assessment, monitoring that strategy in the future, and using information from your monitoring to improve your culture continuously. In Part 1, we ask what culture is with our special guest, Yvette Hollingsworth-Clark. Yvette Hollingsworth-Clark, a seasoned professional in the financial services industry, currently holds the position of Chief Compliance Officer for State Street Corporation. With a robust background in risk management, Yvette has cultivated a deep understanding of the significance and measurement of corporate culture in the financial sector. She asserts that corporate culture should not be solely managed by the compliance function but rather owned by the C-suite and executed in various forms. Yvette emphasizes the need for specific metrics to monitor and promote desired cultural values, such as integrity. She believes culture can be measured through metrics such as the number of risk decisions overruled, challenged, or implemented correctly. She also highlights the importance of considering stakeholders such as customers, clients, and third parties when assessing corporate culture. Join Tom Fox and Yvette Hollingsworth-Clark on this episode to delve deeper into this topic. Key Highlights: Measuring and Managing Corporate Culture in Finance Shaping Corporate Culture: Board's Key Role The Nuances of Assessing Organizational Culture Ready for Purpose-Driven Compliance? Diligent equips leaders with the tools to build, monitor, and maintain an open, transparent ethics and compliance culture. For more information and to book a demo, visit Diligent.com Join us tomorrow, where we consider how to assess your culture.
A free video replay of an extremely important episode. Watch it on Spotify and commercial-free at MikeyPodcat.com Delve into the truth behind the illusion of choice in this eye-opening podcast episode. Join the sub club HERE Get The FREE Mikey Report HERE WIn Aftershock Tickets HERE Checkout the NEW website MikeyPodcast.com Tap to Connect with me on Facebook, Instagram , and TikTok Personal Instagram Personal Facebook Support the show and grab some merch HERE Save 20% at HigherElevation.com with promo code MIKEY Need help accessing this podcast? Tap this HELP In this thought-provoking podcast episode, "Unveiling Illusion: The Hidden Control of Your Choices," join the host as they dissect the concept of choice and its illusory nature. Often we think we have the freedom to choose, but do we truly? Dive deep into the world of cognitive bias and learn how our decisions are subtly influenced by external factors. Explore the psychological mechanisms behind the illusion of choice, where individuals believe they have control over their lives when in reality, this control is limited. Throughout the episode, you'll gain insights into how cognitive biases are manipulated by advertising and marketing, leading to suboptimal decision-making. The podcast host breaks down the paradox of choice, where too many options can leave us dissatisfied and overwhelmed. Drawing examples from restaurants to political campaigns, you'll see how this phenomenon affects various aspects of life. Discover the shocking truth about media consolidation as the host exposes how a handful of major corporations dominate what you watch, read, and listen to. Uncover the influence of State Street Corporation, Vanguard Group, BlackRock, and Fidelity in controlling not only your entertainment but also the global financial landscape. Learn how these corporations hold sway over the largest banks, shaping monetary policies without proper democratic oversight. Intriguingly, the episode shifts focus to the CEOs of these mega-corporations: Ronald P. O. Hanley of State Street Corporation, Mortimer J. Buckley of Vanguard Group, Larry Fink of BlackRock, and Abigail Johnson of Fidelity. With their powerful positions, they wield control over every aspect of consumer choices, from food to media consumption. The podcast host questions whether you're comfortable allowing these individuals to dictate the narrative of your life. The episode ultimately calls for support of independent content creators who challenge the mainstream narrative and offer alternative perspectives. It encourages listeners to recognize the power they hold by choosing what they consume and whom they support. As social media platforms tighten their grip on information, this episode is a rallying call to stand against the manipulation of choices and seek the truth beyond the illusion.
Oliver Berger, head of Middle East & Africa at State Street Corporation, joins Taylor Pearce, senior economist at OMFIF, to discuss the key findings of the ‘Central banks in the digital age: bringing data into focus' report. They explore the macro factors driving IT transformations in central banks and how central banks are approaching this, the challenges and opportunities of big data for reserve management and technological and enterprise-wide solutions.
In honor of Black History Month, this episode of ESG Unlocked focuses on the Social or -S- of ESG, and specifically the Black experience in America. Host Pamela Mutumwa speaks with Paul Francisco, Chief Diversity Officer at State Street Corporation, and Co-Founder of the New Commonwealth Racial Equity and Justice Fund (NCF); as well as Colin Meadows, Co-Founder and Managing Partner at o15 Capital Partners. Paul and Colin discuss their experiences and observations in working to enhance Diversity Equity & Inclusion initiatives and how they can positively impact society and the economy. Additionally, both share their thoughts on how investors can drive change to close the capital access gap facing Black entrepreneurs, while investing and potentially becoming lead participants in market shifting ideas in the movement to reduce the racial wealth gap. Host: Pamela Mutumwa Guests: Paul Francisco and Colin Meadows
Paul Selian is a 61-year-old executive Vice President and Chief Investment Officer for State Street Corporation. He oversees the firm's proprietary portfolio and the activities of a team of investment professionals in the United States, Europe and Australia. Paul has also served as a board member and President of the Dean Center for Tick Borne Illness. He and his family reside in Portsmouth, Rhode Island. In 2004, when the Selian family was in the midst of adopting their 4th child, Paul fell ill. His initial symptom was a sharp drop in blood pressure that made him feel faint and numbness in his arm. This caused him to be admitted to Massachusetts General Hospital for 3 days, where the hospital's team of 24 doctors were unable to settle on a diagnosis. Following the hospital discharge, he was sent to a neurologist who “quickly figured it out” that he had Lyme disease. Recognizing that he “didn't get sick overnight” and therefore he “won't heal overnight” he began to invest in his health by attending clinics in Switzerland and Germany. From the clinical experiences he met people from around the world that counseled him that healing from a chronic illness would require him to become a “self trained medical professional”. If you would like to learn more about how Lyme disease taught an investment officer to “own his own health” and never to “delegate to even a doctor”, then tune in now! PS. Ride Out Lyme's Brandi Dean co-hosted this podcast interview with Rich.
On today's episode of the Entrepreneur Evolution Podcast, we are joined by Author, Founder and CEO, Sandra Powers Murphy. Sandra Powers Murphy is a globally recognized investment management marketing and sales consultant. After more than a decade serving in a marketing and sales capacity on behalf of State Street Global Advisors and State Street Corporation, Sandra founded ARK Global LLC. As CEO, Sandra drives product and business development initiatives on behalf of a diverse group of clients. Sandra has helped numerous managers expand their investor base, add product structures, secure strategic partnerships, define business plans, create market presence and improve their overall profitability. Separate and distinct from ARK Global, Sandra founded Noble Ark Ventures to serve as an educational resource to professionals regarding marketing and sales best practices. In addition to her role in the financial services industry, Sandra is also the founder of Scarlett Chase, a revolutionary luxury shoe brand. Scarlett Chase is the product of half a decade (& counting) of innovation, combined with the best of luxury fashion. Working with orthotic & orthopedic professionals, biomechanic specialists & industrial design experts, we have created an unprecedented line of shoes designed for women on the move. Scarlett Chase delivers style, elegance, power & a timeless silhouette without compromising fit. Named after my youngest daughter, a Type I Diabetes warrior, spitfire & the embodiment of beautiful power, creating Scarlett Chase & hearing the stories of women around the world in the process has been an incredible journey. To learn more about Scarlett Chase, visit https://scarlettchase.com/ We would love to hear from you, and it would be awesome if you left us a 5-star review. Your feedback means the world to us, and we will be sure to send you a special thank you for your kind words. Don't forget to hit “subscribe” to automatically be notified when guest interviews and Express Tips drop every Tuesday and Friday. Interested in joining our monthly entrepreneur membership? Email Annette directly at yourock@ievolveconsulting.com to learn more. Ready to invest in yourself? Book your free session with Annette HERE. Keep evolving, entrepreneur. We are SO proud of you! --- Support this podcast: https://anchor.fm/annette-walter/support
Sean Reilly is a serial entrepreneur and founder of Rath Capital. Rath is the 4th company he has founded. Sean recently launched and led Accelerant Inc, a regional staffing firm, from zero to over $35 million of revenue. Sean is an industry leader in investment advisory, capital raising, securities lending, and operational advisory work. He has worked for some of the leading investment banks in the world including Brown Brothers Harriman, JP Morgan Chase, and State Street Corporation. Sean is a frequent speaker on entrepreneurship, venture capital, motivation, and team building.
Listen to this fascinating conversation with Akshay Bhargava, founder of Bridgeweave, and ex-CEO Barclays Wealth where we explored the changing investment and asset management landscape, the new data driven retail investor, the evolution of the wealth industry to be more enablement focussed, the role of AI, the future of Fintech and much more. I hope you enjoy the conversation as much as I do. Shownotes: Investor Education Resources: https://investorai.co.uk/join-our-webinar Download the InvestorAi App from Apple App Store and Google Play Store: https://investorai.co.uk/ Reach out to Akshaya.Bhargava@Bridgeweave.com if you want to connect with Akshaya, refer my name and this show! :) Akshaya's Bio: Akshaya Bhargava is the founder of Bridgeweave, a Fintech firm that uses AI models to provide institutional quality research signals and investment ideas to investors, advisors and asset managers. Bridgeweave's flagship product is InvestorAi, available on a mobile for end investors in equity markets. From 2014-2017, Akshaya was the global CEO of Wealth and Investment Management, Barclays plc. Prior to that, he founded InfraHedge, a hedge fund managed account platform, which was acquired by State Street Corporation in 2013 He has been CEO of Butterfield Fulcrum Group (acquired by MUFJ Group) and the founding CEO of Progeon (acquired by Infosys and renamed Infosys BPO in 2006). He started his career at Citibank where he spent 22 years in a variety of senior roles including as Country Manager, Citibank Czech Republic and many other senior roles. LinkedIn: https://www.linkedin.com/in/akshaya-bhargava-15549714/
In this episode of the McKinsey Global Institute's Forward Thinking podcast, guest interviewer Jonathan Woetzel talks with Ron O'Hanley, president and CEO of State Street Corporation, a major servicer and manager of institutional assets. State Street has committed to making its portfolios carbon neutral by 2050, and O'Hanley talks about how his own organization is trying to meet that target but also helping customers to develop sustainability strategies. Among other topics on his mind are the pandemic, which dramatically illuminated vulnerabilities in societal linkages; the growth potential of digital finance; and the importance of affordable housing. He answers questions including the following: ● What will it take to make State Street's portfolios carbon neutral by 2050? ● How will advances agreed at COP26 in Glasgow affect the climate agenda and State Street's business? ● How does stepped-up investment in digital finance lead to growth? ● Is there a trade-off between growth and inclusivity? ● What are policy unlocks needed to create a sustainable, inclusive growth cycle? This conversation was recorded in December 2021. To read a transcript of this episode, visit: https://mck.co/RonOHanley Follow @McKinsey_MGI on Twitter and the McKinsey Global Institute on LinkedIn for more.See www.mckinsey.com/privacy-policy for privacy information
In this episode of the McKinsey Global Institute's Forward Thinking podcast, guest interviewer Jonathan Woetzel talks with Ron O'Hanley, president and CEO of State Street Corporation, a major servicer and manager of institutional assets. State Street has committed to making its portfolios carbon neutral by 2050, and O'Hanley talks about how his own organization is trying to meet that target but also helping customers to develop sustainability strategies. Among other topics on his mind are the pandemic, which dramatically illuminated vulnerabilities in societal linkages; the growth potential of digital finance; and the importance of affordable housing. He answers questions including the following: ● What will it take to make State Street's portfolios carbon neutral by 2050? ● How will advances agreed at COP26 in Glasgow affect the climate agenda and State Street's business? ● How does stepped-up investment in digital finance lead to growth? ● Is there a trade-off between growth and inclusivity? ● What are policy unlocks needed to create a sustainable, inclusive growth cycle? This conversation was recorded in December 2021. To read a transcript of this episode, visit: https://mck.co/RonOHanley Follow @McKinsey_MGI on Twitter and the McKinsey Global Institute on LinkedIn for more. Read more > Listen to the podcast (duration: 33:09) >
Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo, Japan
Hideyuki Takahashi is the Chairman of State Street Japan, an American financial services and bank holding company. Mr. Takahashi established his career at Nomura Securities where he stayed for 21 years, becoming an Executive Account Manager for retail business and eventually moving on to manage international business. Mr. Takahashi has experience living and working globally in places including Australia, England, Amsterdam, Luxemburg, and Frankfurt through Nomura. When in Amsterdam and Luxemburg, Mr. Takahashi built his sales team from zero, starting from the recruiting process, hiring many local workers. Mr. Takahashi says he made sure that he clearly communicated there were no division in how the local and Japanese hires were treated in his team of six people in the beginning. He explains that the most essential aspect of building a team and delivering results is defining the goal and planning out how it can be achieved, as well as the reward. Mr. Takahashi says his experience working in Australia and London enabled him to manage the international team who tend to be more assertive than Japanese workers. As the CEO of Nomura Bank Deutschland, Mr. Takahashi led an organization with 300 staff and was first tasked with the role of restructuring, eliminating certain sections, and dealing with litigation matters. Mr. Takahashi recalls this as a tough experience, and required him to be very decisive, without any compromise. He wishes he had been better with constantly and clearly sharing information including his vision and direction of the company as a leader. For example, having a town-hall meetings in addition to communicating in smaller groups. When in London, Mr. Takahashi was the European Equity Division Head. There, he managed a team of approximately 150 people. Mr. Takahashi initially struggled due to his English skills as his team were mostly English speakers and found the speed of communication to be very fast. When Mr. Takahashi arrived in New York as the COO, and then CEO, he was now leading over 1400 people. He noticed in New York, his staff were very vocal and quick to speak their mind. He recalls working with this team to be “very tough but at the same time, very simple” since there was constant clear communication and everybody was treated equally. After 7 years in New York, Mr. Takahashi returned to Japan as the Global Head of Internal Audit of Nomura Group for a year and a half, then moved on to become Global Head of Research to integrate Lehman Brothers' and Nomura's research organization. There, he led a team of approximately 1000 people. Mr. Takahashi explains leading a team of researcher was a challenging experience, as they are highly intelligent and in a specialized discipline with a clearly set career path. After his time at Global Research, Mr. Takahashi then moved to corporate communication with non-Japanese media for a year and a half. Mr. Takahashi finally moved into State Street where he currently is the Chairman. On increasing workplace engagement, Mr. Takahashi advises to clearly outline and communicate the vision and goal of the company, as well as the benefit of each individual joining the team. He adds the importance of clearly defining the role and accountability of each person. In large organizations, Mr. Takahashi points out having a strong and trustworthy middle management team is essential. It is crucial to train these middle management staff to make sure they understand the leader's vision and goals so that they can consistently communicate the same message to the rest of the team. Giving people accountability and letting them know what they will gain from the work they are doing and the future prospect is also important to keep them engaged and motivated. With Japanese people, Mr. Takahashi explains they need to be encouraged to speak up, but once they gain the confidence, they will be more likely to communicate their ideas openly. On advice to foreigners leading in Japan, Mr. Takahashi advises to be mindful when recruiting people to understand that Japanese people have a tendency to not communicate their strengths clearly as English-speaking people. He recommends not jumping to the conclusion that people who cannot market themselves well are incapable and encourages seeing the real value of the more traditional Japanese staff. Secondly, Mr. Takahashi advises to stay committed to the job, as people will not trust managers who leave in a short period of time. Thirdly, Mr. Takahashi advises that in business, it is wiser to use one's own language to clearly communicate the message. Mr. Takahashi defines leadership as a very strong conviction of one's own vision and the ability to communicate that with others, as well as winning in business.
Conoce a Claritza Abreu, una dominicana apasionada y actual arquitecta de Tecnologías de Nubes en una de las empresas que ha transformado el mundo, Google. Claritza es además fundador y CEO de LatInc Corporation, primera y única plataforma de redes sociales disponible en el mercado para que los latinos y las comunidades se conecten y avancen en sus carreras profesionales. Descubrirás una historia inspiradora de una mujer empoderada de la diáspora en el sector de tecnología, líder comunitaria y mentora que ha logrado recibir múltiples reconocimientos, destacándose en Estados Unidos y mostrando en cada paso de su carrera su orgullo de ser dominicana.
In this episode, we go over a series of key insights for being your best as a consultant, as a coach and-or a small business owner. We talk about why learning to market is key regardless of your industry. Alan shares step by step ideas you can implement when you need to get more money for your proposals to be accepted, how to structure your proposal and more. It's a fast pace, content packed episode! Enjoy Alan Weiss is the CEO of the Summit Consulting Group, Inc., a consulting firm that specializes in human and organizational performance. The company has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. Additionally, Alan launched a professional speaking career that has taken him to 60 countries, written 60 books and 500+ articles. Listen out for: How to value yourself properly as a consultant Understanding how to create proposals that work The 3 ingredients you need for Wild Success Bonus: Access the Library of amazing content by Alan Weiss at alanweiss.com New Edition of Million Dollar Consultant available now Go to Sellingwithlove.com to subscribe to the show and video access. New to Selling with Love Podcast? I'd love to connect with you. You can find me, your host, Jason Marc Campbell on the following Channels: Instagram: https://www.instagram.com/jasonmarccampbell LinkedIn: https://www.linkedin.com/in/jasonmarccampbell/ *Selling with Love Podcast was previously known as Superhumans at Work by Mindvalley.
Hey, have you subscribed to the bookmark newsletter? If you liked this, you might like my twice-monthly email with book reviews and ideas of what you should be reading, and listening to, next. Click here to subscribe. About the author Alan Weiss is one of those rare people who can say he is a consultant, speaker, and author and mean it. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. He has served on the boards of directors of the Trinity Repertory Company, a Tony-Award-winning New England regional theater, Festival Ballet, and chaired the Newport International Film Festival. His speaking typically includes 20 keynotes a year at major conferences, and he has been a visiting faculty member at Case Western Reserve University, Boston College, Tufts, St. John's, the University of Illinois, the Institute of Management Studies, and the University of Georgia Graduate School of Business. He has held an appointment as adjunct professor in the Graduate School of Business at the University of Rhode Island where he taught courses on advanced management and consulting skills to MBA and PhD candidates. He once held the record for selling out the highest priced workshop (on entrepreneurialism) in the then-21-year history of New York City's Learning Annex. His Ph.D. is in psychology. He has served on the Board of Governors of Harvard University's Center for Mental Health and the Media. Source: https://alanweiss.com/about-alan-weiss/ About the book The newest thoughts and examples on the best practices and language for successful professional services proposals. This is the contemporary version of the seminal book How to Write A Proposal That's Accepted Every Time, originally written in 1998 and updated in 2002. Adopt the best global practices Alan has generated for conceptual agreement, options, escalating fees, avoiding the legal department, eliminating cancellations, and much more. He includes information about RFPs (requests for proposals) and retainers. Increase your income by six figures a year without doing anything different — except how you formulate your proposals. Source: https://alanweiss.com/shop/books/paperback/million-dollar-consulting-proposals/ Big idea #1 — Proposals with purpose Your proposal doesn't do the selling for you. This is the fundamental idea of the book; the proposal isn't doing anything that you haven't already done. The sale should really already have been made from the meetings you've had, and the relationship you have built with the economic buyer. It's a summary of what has come before and what has been agreed. There's a quote in the book that says;A proposal is a summation, not an explanation. It is a summary of the conceptual agreement you've reached with your economic buyer and not a negotiating document or an attempt to make a sale. It's easy to fall into the trap of sending a proposal without having actually ever sold anything, and making the mistake of seeing a proposal as the start of the sales process, rather than the end. Alan says that the things that proposal should do include; summarizing the agreement detailing the objectives, metrics of success, and the value of those objectives being met giving options for levels of value detailing the fees and the terms and conditions Conversely, what the proposal documents shouldn't do is; be a document for gatekeepers to use on your behalf be vague establish credibility (that should already have been done) include anything that hasn't already been agreed to be used to build a relationship with a buyer (again, that should already have been done), be a comparison point for competitors (ie you shouldn't be in a situation where your proposal was being looked at and compared to another) He says that most people send proposals too early and too often, even sometimes using the number of proposals sent out as a measure of success. Big idea #2 — Know your buyer This isn't just from an avatar perspective and coming up with your stick figure pretend ‘buyer' and writing things that they like / feel etc. This is about really building a relationship with the economic buyer; the person who can sign off the purchase order, who can pay the invoice, who can approve the finances involved in working with you. At several points in the book Alan makes some sick burns at HR people (he often refers to them as Hardly Relevant in other talks / podcasts) and emphasizes many times that you should never deal with them. A proposal in the wrong hands, he says, is worse than no proposal at all. So we need to be working directly with our economic buyer. Building a trusted relationship with your economic buyer might take several meetings or interactions, and is not done through a proposal document. He says you know the relationship building is going well when the other person shares undisclosed/non-public information with you and ask your opinion. By working with the buyer you are able to better articulate value, because you know exactly what is important to them, what their objectives are, what outcomes would be valuable to them, and how to talk about those things in their words. He says when gatekeepers are involved (or low-level people, as he often refers to them) that keep you from your buyer, it's time to ‘blow a hole in the wall' and find your own way to the economic buyer. He acknowledges this is a bit of a risky approach, and may only work 10% of the time, but that's better than the 0% which you're going to get if the gatekeeper keeps you from the economic buyer. Big idea #3 — The nine key components Alan very helpfully in the book provides several templates to use an example proposal, including wording and structures. Some of the wording you might not like, but it gives you a chance to make these your own. There are nine key components to one of his million dollar proposals: Situational appraisal: the context of the problem (keep it short and focused on the problem, don't include the company history / what they do… your buyer already knows this!) Objectives: the desired business outcome Metrics: how success and/or progress will be measured Value: the impact of meeting the objectives Methodology and options: how the outcomes will be achieved / the levels of value available Timing: key dates / timing estimates / overall timeline Joint accountability: what you will do and what the client needs to commit to, in order to be successful Terms & conditions: legal blurb and payment terms / rates etc Acceptance: how does the client accept the proposal? He says including these sections means easier and clearer conversations every single time, and therefore a better acceptance rate. But only if the work has been done upfront and you're using proposals to summarize, not sell. Let's connect LinkedIn Instagram See omnystudio.com/listener for privacy information.
Welcome to Building Brand You, the podcast that helps you accelerate your success by unlocking your greatest asset – you. KEY TAKEAWAYS: Setting your foundation through your values, your goals and your conscious choices helps you to set your intentions, priorities and strategies. Personal strategy can be executed within this framework whether in an organisation or in your own life. Lift up from the noise of today and clarify your intentions. Let's start with ourselves and then think about the congruence between self, relationship and work. There is a space between the stimulus and the response. RESOURCES MENTIONED IN THIS EPISODE: Victor Frankl: Man's Search for Meaning - https://amzn.to/3CXNby7 Homeward Bound: www.homewardboundprojects.com.au ABOUT OUR GUEST: Kit Jackson is an international Strategy Execution leader and a globally recognised expert in using Strategy Maps and managing by Strategic Themes. She has held leadership positions in both consulting and industry with organisations including Unilever, Anglo American, BMW Financial Services, John Lewis, Elmwood Design, Just Retirement, Tele2, State Street Corporation, Allianz Global Investors, HSBC, University of Leeds, Rexam Plc (acquired by Ball Corp in 2016) and currently works with a portfolio of clients in Barbados, Australia and the UK across a range of industries and sectors. Several of Kit's clients are also named in the Balanced Scorecard Collaborative Hall of Fame for Executing Strategy. Kit has a long association with the creators of the balanced scorecard, Robert Kaplan and David Norton, and played an instrumental role in evolving their initial scorecard from a performance measurement and management tool into a strategy management tool. She then pioneered the concept of managing by Strategic Themes – creating cross-functional, cross-organisational “theme teams” charged with managing strategy execution and ensuring interdependencies. This concept, along with its methodology and practices, represents one of the most pivotal developments in the evolution of strategy execution. Kit is a founding member of Homeward Bound, an initiative reaching 1.8 billion people that is equipping women in STEMM to shape and lead the future of the planet. Through her work with Homeward Bound, as well as with Claremont Fan School and Hearts in the Ice, her mission is to equip people to lead, influence & shape the future – of our organisations, our society and our planet. She is a courageous mother to two wonderful sons. CONNECT WITH KIT JACKSON: Email - kit.jackson@strategytogether.com Website - www.strategytogether.com/personal-strategy LinkedIn - www.linkedin.com/in/kitjackson Instagram - https://www.instagram.com/kitjacksonpersonalstrategy/ Facebook Group - https://www.facebook.com/groups/personalstrategybykitjackson ABOUT THE HOST: Kym Hamer is an international business coach, serial entrepreneur, and the creator of Building Brand You™, a methodology helping organisations, teams and individuals to build visibility and reputational rigor as essential building blocks for delivering sustained business value. In 2020, she was nominated as one of the Top 100 Women in B2B Leadership influencers, and in 2021 as one of the Top 50 in Change Management and Top 30 in Marketing, Mindset/Mental Health and Entrepreneurship, by Thinkers360, the world's first open platform for thought leaders. She is Founder & CEO of Artemis Futures International, a Founding Board Member of the Customer Experience & Service Association Middle East & Co-founder of CXSA Group Ltd. as well as a trustee in the education sector. And in between all of these things, you'll find her curled up in a corner with her nose in a book. CONNECT WITH KYM HAMER: LinkedIn - https://linkedin.com/in/kymhamer/ Instagram - https://www.instagram.com/kymhamerartemis/ Twitter - https://www.twitter.com/kymhamerartemis/ BBY Facebook Group - https://www.facebook.com/groups/buildingbrandyou Facebook - https://www.facebook.com/kymhamerartemis/ Website - https://www.artemisfutures.co.uk/ YouTube - https://bit.ly/3rWBKQm Email - kymhamer@artemisfutures.co.uk Book a Call at https://calendly.com/kymhamer/bbychat HOSTED BY: Kym Hamer DISCLAIMER: The views, information or opinions expressed during the Building Brand You podcast series are solely those of the individuals involved and do not necessarily represent any other entities, agencies, organisations, or companies. Building Brand You is not responsible and does not verify for accuracy of any of the information contained in the podcast available for listening on this site. The primary purpose of this podcast is to educate and inform. This podcast does not constitute legal advice or services. Subscribe to Building Brand You on Soundwise
MainUNStream - Real people, real experience; unfiltered intercourse, free from hype & hidden agendas
When you realise that very little in politics is accidental, and that mostly it is all by design with strategy being decided at the highest levels and the actions seen by the population are just fulfillment, you look at the world in a more sober and definitely less naive light. So let's look at Afghanistan. Originally the US went in there to ‘hunt down Osama Bin Laden'. When they didn't find him there and especially after they allegedly killed him in Pakistan, they should have exited Afghanistan … but no, they stayed. The cost of this thing has been in the trillians already and by the time the interest is paid off on the debt by roughly 2050 (debt mainly to the respective Central Banks of the allied countries who participated) the total cost will be closer to USD7 trillion dollars. Now that is a debt on top of the 100's of billions of dollars in debt that has been created in the name of fighting an illness for which a $2.49 treatment provides both preventative treatment and cure. So what about the withdrawal. It was so sloppy it creates the impression of an air of urgency. It suggests that everyone suddenly had to scramble. That they were taken off guard and had to get out fast. Of course getting out fast meant leaving behind billions of dollars of some of the most advanced military hardware including BlackHawk attack helicopters and more. Much more. Remember also that back when the US were fighting the Soviets in Afghanistan, the Taliban were their allies and they were training them in all areas of military disciplines. So let's just say it's not a case of leaving something behind that the locals won't be able to use. Of course, BlackRock won't mind. Likewise Vanguard and State Street Corporation. As with all large companies in the world these three asset management firms own Lockheed Martin and Lockheed Martin owns Sikorsky that makes the BlackHawk. When you consider what happened with the GFC and BlackRock's role and how they benefited, it kind of puts the 1971 federal government USD$250 million (about USD$1.4 billion today) bailout of Lockheed Martin into perspective doesn't it. Admittedly Larry Fink, CEO and founder of BlackRock was only 19 years old at the time of the Lockheed Martin bailout and he hadn't yet been instrumental in creating and developing the mortgage backed security instruments that ultimately became the fuel to ignite the GFC. But he learnt well from both history and his mentors that had influence in the 1970's and earlier. But enough about BlackRock for now. We have a series coming up about them next. Why this Afghanistan withdrawal is a strategic withdrawal but not in the way you think, is because it sets up the next big conflict. Yes I realise the most unimaginative person in the world can probably imagine that one. It's obvious that when you have a perceived aggressive state and a bunch of people who want to have you believe that they are the root of all evil then you can just see the next war on the horizon. If you watch any of the reporting coming out of Afghanistan, the Taliban appear to be saying the same types of law and order things you'd expect to hear in western societies. They appear to want a peaceful existence. I'm not siding with nor defending any of the things we've come to understand of the Taliban nor of Sharia Law and especially what they do to women, physically, psychologically, sexually, generally or any other -ly you can think of. I personally find it a repulsive way of being. I'm simply saying that they are (most likely purposefully and possibly genuinely … not sure on that last one) making all of the reasonable overtures one hardly expects. But back to the primer…. Naturally, the lid will be kept on the powder keg of Battleground Afghanistan until just the right moment. Several companies and governments need to milk this for as long as they can and until the timing is right for the next big thing… BTW … the next war against the Taliban is not the next big thing. The next Afghanistan War will be one of several distractions used at a time when the big push to a single world government is either just starting, or has started and they need a distraction before they play their Ace card. What that Ace is I'll discuss in another episode. Have your voice and message heard on MainUNStream MainUNStream website is https://www.mainunstream.com MainUNStream on Bitchute https://www.bitchute.com/mainunstream/ MainUNStream on Rumble https://rumble.com/mainunstream MainUNStream on Odysee/LBRY https://lbry.tv/$/invite/@MainUNStream:5 For more about Paul Lange: https://www.paullange.com.au/ Source: AP THE HUMAN COST OF THE AFGHANISTAN WAR: American service members killed in Afghanistan through April: 2,448. U.S. contractors: 3,846. Afghan national military and police: 66,000. Other allied service members, including from other NATO member states: 1,144. Afghan civilians: 47,245. Taliban and other opposition fighters: 51,191. Aid workers: 444. Journalists: 72. REFERENCES: https://www.telegraph.co.uk/world-news/2021/08/15/taliban-fighters-capture-black-hawks-helicopters-us-base-afghanistan/ https://www.dailymail.co.uk/news/article-9893929/Taliban-fighters-control-skies-Afghanistan-seizing-mi-17-helicopters.html https://www.defensenews.com/air/2021/08/17/the-taliban-has-access-to-us-military-aircraft-now-what-happens/ https://www.bbc.co.uk/news/uk-wales-58230075 https://www.bbc.com/news/world-47391821 https://www.forbes.com/sites/hanktucker/2021/08/16/the-war-in-afghanistan-cost-america-300-million-per-day-for-20-years-with-big-bills-yet-to-come/ Subscribe to MainUNStream - Real people, real experience; unfiltered intercourse, free from hype & hidden agendas on Soundwise
Clients of Wealthfront, an automated investment service, can now gain exposure to crypto through the addition of two cryptocurrency trusts to the robo-adviser's investment offerings. The Palo Alto, Calif.-based firm has expanded its roster of investment vehicles to include the Grayscale Bitcoin Trust (GBTC) and Grayscale Ethereum Trust (ETHE).Major American financial services and bank holding company State Street Corporation is expanding its push into the cryptocurrency industry by launching new digital asset services.One of Germany's largest asset managers Deka Bank is considering investing in Bitcoin after a new law takes effect Monday, Bloomberg reports. It holds $403 billion in assets under management.U.S. Compass Mining clients can now mine bitcoin directly into an IRA without triggering a taxable event.Greenidge Generation will use BTC mining profits to build solar farm.Crypto lobby groups say they're fighting 'unworkable' crypto reporting language in infrastructure bill.
Read more > Listen to the podcast (duration: 29:48) > As chairman and CEO of State Street Corporation, Ron O'Hanley oversees one of the largest and oldest American financial institutions, with $38 trillion in assets under custody and administration, and $3.5 trillion in assets under management. In this episode he tells Celia Huber, who leads McKinsey's board services work in North America, why State Street's focus on environmental, social, and corporate governance (ESG) issues has grown dramatically, what gaps in Corporate America's resilience the pandemic has revealed, and how State Street is disrupting its own business.See www.mckinsey.com/privacy-policy for privacy information
Read more > Listen to the podcast (duration: 29:48) > As chairman and CEO of State Street Corporation, Ron O'Hanley oversees one of the largest and oldest American financial institutions, with $38 trillion in assets under custody and administration, and $3.5 trillion in assets under management. In this episode he tells Celia Huber, who leads McKinsey's board services work in North America, why State Street's focus on environmental, social, and corporate governance (ESG) issues has grown dramatically, what gaps in Corporate America's resilience the pandemic has revealed, and how State Street is disrupting its own business.Join 90,000 other members of our LinkedIn community: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information
As chairman and CEO of State Street Corporation, Ron O'Hanley oversees one of the largest and oldest American financial institutions, with $38 trillion in assets under custody and administration, and $3.5 trillion in assets under management. In this episode he tells Celia Huber, who leads McKinsey's board services work in North America, why State Street's focus on environmental, social, and corporate governance (ESG) issues has grown dramatically, what gaps in Corporate America's resilience the pandemic has revealed, and how State Street is disrupting its own business. Read more > Listen to the podcast (duration: 29:48) >
Imagine determining the course of the American economy. Twelve people in the United States actually have that job. They sit on the Federal Reserve's Open Market Committee. Their votes affect hundreds of millions of people. And it's just one of their many responsibilities. Rob Kaplan is one of those twelve. How does he do it? He focuses on communication - no small task when you help lead one of the most tight-lipped institutions on the planet. In this episode, Host Gautam Mukunda speaks with Rob Kaplan, the President and CEO of the Federal Reserve Bank of Dallas, a giant institution responsible for everything from setting interest rates to keeping the economy growing at a steady pace to running a contest on economic analysis for high school students. Kaplan has a long and distinguished career in global finance, notably serving as the Vice Chairman of Goldman Sachs. He is the author of several bestselling books, and served ten years as a professor at Harvard Business School. “What do we do that's distinctive at the Fed? . . . We've got to be a thought leader and we've got to understand economic conditions. We have to be a leading citizen in our communities, and we have to track, retain and develop superb people.” Rob Kaplan Follow @GMukunda on Twitter or email us at WorldReimagined@nasdaq.com Books Referenced: What You Really Need to Lead: The Power of Thinking and Acting Like an Owner, by Robert S. Kaplan Guest Info: Rob Kaplan has served as the 13th president and CEO of the Federal Reserve Bank of Dallas since September 8, 2015. He represents the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of U.S. monetary policy and oversees the 1,200 employees of the Dallas Fed. Kaplan was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. He is the author of several books, including What You Really Need to Lead: The Power of Thinking and Acting Like an Owner; What You're Really Meant To Do: A Road Map for Reaching Your Unique Potential; and What to Ask the Person in the Mirror: Critical Questions for Becoming a More Effective Leader and Reaching Your Potential. Prior to joining Harvard in 2006, Kaplan was vice chairman of The Goldman Sachs Group, Inc. with global responsibility for the firm's Investment Banking and Investment Management Divisions. He became a partner in 1990 and served as co-chairman of the firm's Partnership Committee. He was also a member of the Management Committee. Following his 23-year career at Goldman Sachs, Kaplan became a senior director of the firm. He serves as chairman of Project A.L.S. and co-chairman of the Draper Richards Kaplan Foundation, a global venture philanthropy firm that invests in developing non-profit enterprises dedicated to addressing social issues. He is also a board member of Harvard Medical School. Kaplan previously served on the boards of State Street Corporation, Harvard Management Company, Bed Bath & Beyond, and Heidrick & Struggles International, Inc. He was also a trustee of the Ford Foundation, co-founding board chair of the TEAK Fellowship, co-founder and chairman of Indaba Capital Management, LP, and chairman of the Investment Advisory Committee at Google, Inc. Kaplan was appointed by the Governor of Kansas as a member of the Kansas Health Policy Authority Board. Born and raised in Prairie Village, Kansas, Kaplan received a bachelor of science degree in business administration from the University of Kansas and a master's degree in business administration from Harvard Business School.
Hey Everyone!THANK YOU to everyone who read and listened to yesterday’s letter, another record…. 1600+ podcast downloads…I’m honestly honored….If you aren’t subscribed yet, I’ll probably keep writing more about Bitcoin and technology, because it seems like that’s what you want to hear!Subscribe to get this letter in your inbox 5x per week.So what do I think is the #1 Bitcoin Rocket Fuel?Honestly, it’s easy, and you don’t need to be a rocket scientist. ETF’s.For those that don’t know, and ETF is basically a stock.Just like Apple, Google, Tesla, etc, sort of.However, instead of tracking the value of a company, an ETF is designed to track the value of some sort of asset or basket of assets/companies. In this case, it will be tracking Bitcoin.Real quick, let me explain why people are excited about these incoming ETF’s, and I’ll also explain why they are still UNDERESTIMATING their impact at the same time.1) There are a TON of applications filed and it seems like many will be approved.Consensus Understanding -> Here are all the applications for Bitcoin ETF’s in the United States…Fidelity Goldman Sachs (not a direct ETF, slightly confusing structure)SkyBridge Morgan StanleyNYDIG VanEck Valkyrie WisdomTree BitwiseAs you can see, there are a TON of huge names in the running for these ETF’s.PEOPLE ARE UNDERESTIMATING -> Many will likely get approved at the same time.It seems unlikely that the SEC will approve only one of these, and thus grant a monopoly to any one ETF. There will be many approved, which only improves the flow of money into the space…… Speaking of flow of money…..2) A RIDICULOUS amount of money wants access to Bitcoin, but can’t get it.First off, for those that don’t know.An ETF is by far the easiest way to get money into Bitcoin, for MANY of the people that want it. Bitcoin is still a new, alternative asset. Thus, many of the more traditional companies (think your parent’s insurance company) still aren’t able to buy Bitcoin, even if they wanted to, due to their charters. However, an ETF THROWS OPEN THE FLOODGATES, and allows them to buy something that is traded on the public market, just as easily as if they were buying Apple stock….The effect of this is going to be massive.PEOPLE ARE UNDERESTIMATING -> A) What happened with Gold will likely happen with Bitcoin.On November 18, 2004, State Street Corporation launched SPDR Gold Shares (NYSE: GLD), which surpassed $1 billion in assets within its first three trading days. As of 2019, it was the largest gold-backed ETF in the world and it had more than $40 billion in assets and $1.7 billion in daily trading volume.[7]The Gold price on November 18, 2004? -> $444 an ounce. Today? -> $1,736 an ounceThis is due in large part to capital flows that came in through these Gold ETFs.ONE SEC, I WILL COME BACK TO GOLD FOR MY MOST BULLISH NEWS AT THE END. B) It’s not like we don’t already know that there is demand…. (Canadian Bitcoin ETF’s)We already know that these USA ETF’s are going to pop off. Why?Because Canada already launched a couple a few months ago, and they went CRAZY.This tweet puts it perfectly.C) Michael Saylor already proved there is ridiculous demand for these products….Remember way back when (like 6 months ago)..When big dog Michael Saylor offered 600 Million in CONVERTIBLE DEBT to people, in order to buy Bitcoin?Basically turning Microstrategy (his company) into a quasi ETF?Yeah, I do too. Remember what happened?It got OVERSUBSCRIBED, to 1 BILLION DOLLARS.And here’s the kicker. This was at a 0% (yes you read that right) interest rate.Big companies were SO EXCITED to pump money into Bitcoin, in any way possible, that they were willing to loan Saylor money at 0% to do so. And you still think a Bitcoin ETF won’t blow the doors off things?3) The BIGGEST UNDERESTIMATION. What happens when you attach an ETF to a PROVABLY SCARCE ASSET?I told you I’d come back to the gold ETF’s.It’s so fascinating, because while the ETF’s have been good for the gold price overall, they have also been great for MANIPULATION.JP Morgan Chase, among MANY others, have been famous for paying insane fines year after year for manipulating the Gold market.How are they doing this?Now, disclaimer, I’m not a Gold expert, but my understanding is that it’s much easier to manipulate because there are PAPER CLAIMS to the GOLD.Now stay with me here.Gold is heavy, hard to transport, and needs to be verified and stored in vaults. So, naturally, it’s easier to just make sheets of paper (or digital ETF tokens) that say “You own X amount of Gold”.But my question is, what happens when human nature kicks in?Do we really know how much Gold there is, anywhere? Much less in each individual vault?Do we really know that Gold is Gold, and not just copper covered in Gold foil?When you have such VAGUE understanding of what is actually backing something up, that’s when it’s able to be easily manipulated.ENTER, BITCOIN.This is the first time in all of history that ETF’s (basically a giant funnel for all the World’s money) are being created around something that is 100% SCARCE, and we can PROVE IT AT ALL TIMES.There won’t be a question of how much Bitcoin there is.There’s 21 Million. Period. That simple fact is why I think everyone is underestimating the impact of these ETF’s.It’s like filling up a pool for your backyard.You could use a hose (current situation).Or, you could use 10 FIREHOSES (when these ETF’s get approved).Which one do you think will fill faster?And the craziest thing is….No one is going to be expanding the pool underneath you at the same time….That’s what has happened in Gold, and why it isn’t a good representation of the magnitude of change that will happen here.There is ONE POOL, and a LOT of water trying to get into it. All I can say is HOLD ON FOR DEAR LIFE. It’s going to be a wild ride.See you subscribers next week, I’ll write more Bitcoin articles if you subscribe, otherwise I’m just going to write about something super boring..Kale Get on the email list at thekaleletter.substack.com
Suzanne Morse discusses with Richard Curtis of MassDOT and formerly of State Street Corporation workplace myths about employees who are blind and visually impaired and how MCB works with employers to overcome them. MCB Commissioner David D’Arcangelo provides his thoughts on the subject in the Commissioner’s Corner.
Richard Curtis of MassDOT and formerly of State Street Corporation talks with Suzanne Morse about his experience hiring employees who are blind and visually impaired and the skills they bring to the workplace. MCB Commissioner David D’Arcangelo offers his perspective in the Commissioner’s Corner.
Alan Weiss is the Rock Star of Consulting.If you want to discover the secrets of building a million dollar consulting practice or any type of practice as a solo practitioner, this is the show for you.In this episode, Dave and Alan discuss: Moving beyond your own cocoon and taking in the rest of the world. Differentiating yourself as someone you and others want to know. Networking – it's a process, not an event. Creating and maintaining a healthy self-esteem when you're an independent professional or sales executive. Key Takeaways and actionable tips: Be well-read and well-traveled. Stop talking about your field and start talking about other things. Charge for value. Appear in the public square that makes sense to your clients frequently with new intellectual property. Do not listen to unsolicited feedback. About Alan Weiss:https://alanweiss.com/Email: alan@summitconsulting.comAlan Weiss is one of those rare people who can say he is a consultant, speaker, and author and mean it.His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. He has served on the boards of directors of the Trinity Repertory Company, a Tony-Award-winning New England regional theater, Festival Ballet, and chaired the Newport International Film Festival.His speaking typically includes 20 keynotes a year at major conferences, and he has been a visiting faculty member at Case Western Reserve University, Boston College, Tufts, St. John's, the University of Illinois, the Institute of Management Studies, and the University of Georgia Graduate School of Business. He has held an appointment as adjunct professor in the Graduate School of Business at the University of Rhode Island where he taught courses on advanced management and consulting skills to MBA and PhD candidates. He once held the record for selling out the highest priced workshop (on entrepreneurialism) in the then-21-year history of New York City's Learning Annex. His Ph.D. is in psychology. He has served on the Board of Governors of Harvard University's Center for Mental Health and the Media.He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world. He has been named a Fellow of the Institute of Management Consultants, one of only two people in history holding both those designations.His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill) now in its 25th year and fifth edition. His newest is Threescore and More: Applying the Assets of Maturity, Wisdom, and Experience for Personal and Professional Success (Routledge, 2018). His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 15 languages.
His firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, The Federal Reserve, Toyota, and over 500 other leading organizations. He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world. His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill) now in its 25th year and fifth edition. His newest is Threescore and More: Applying the Assets of Maturity, Wisdom, and Experience for Personal and Professional Success. Success Magazine cited him in an editorial devoted to his work as “a worldwide expert in executive education.“ The New York Post called him “one of the most highly regarded independent consultants in America.“ He is the recipient of the Lifetime Achievement Award of the American Press Institute, the first-ever for a non-journalist. Join me on this episode of the Curve Benders podcast, with one of my Curve Benders, Dr. Alan Weiss. Don't forget, I turn the show notes from these podcasts into more in-depth articles, so check them out on our blog at NourGroup.com/Blog. --- Send in a voice message: https://anchor.fm/david-nour/message
In this episode, Hall welcomes Edward Dugger III, Founding Partner and President of Reinventure Capital. Located in Boston, Massachusetts, Reinventure Capital is a high-impact, high-return venture practice proven to deliver nonconcessionary financial returns along with intentional, measurable, and meaningful racial/social justice impact. Reinventure Capital consists of a diverse team who invests in U.S.-based companies led and controlled by BIPOC — Black, Indigenous, and other people of color - founders, and/or womxn founders of all identities, companies that are at breakeven or so commercializing solutions to real problems, in fragmented industries, at the forefront of one or more shifts, and poised to grow profitably. Edward was an early pioneer in impact investing, but also had careers as a real estate developer, business strategy consultant, and interim CFO. He has over 30 years of deep business development and venture capital experience, and a track record of notable achievements. At age 27 he became CEO of one of the larger venture capital firms in the nation, backed and mentored by such board directors as the CEO of Morgan Stanley and the Chairman of the Executive Committee of JP Morgan. As one of the earliest impact VC funds, they invested in growth industries to consciously expand business opportunities for entrepreneurs of color achieving an IRR of 32% during its last decade. Edward also helped launch some of the most successful African American controlled companies, both private and public, and assisted them in attracting over $2 billion in conventional capital, while achieving 30% diversity among managers and employees and generating over 7,000 family-supporting jobs. Although his investment practice was national, he leveraged his successes as a VC to build bridges among disparate local business communities as an early advocate for, and practitioner of diversity, equity, and inclusion (DEI). As a director of the Federal Reserve Bank of Boston, I co-convened with the Bank several business leadership forums advocating more inclusive business practices. Expanding the effort after harvesting the venture funds, I partnered with the CEO of State Street Corporation to form The Business Collaborative (TBC), a unique business community initiative that dramatically increased the B2B sales volume among major corporations and businesses of color in Massachusetts. Most recently he has responded to our nation's current challenges, stemming from persistent social and economic inequities, by forming Reinventure Capital. Once again he is targeting the vast, untapped reservoir of innovative, entrepreneurial talent, comprised of those of color and women consistently overlooked by the mainstream investment community. In so doing, he is pursuing a contrarian investment playbook as before, ensuring an impact-rich return on capital AND inclusion. Edward is a graduate of Harvard College and Princeton University (MPA-UP, School of Public and International Affairs). Edward explains the role of social impact in Reinventure Capital’s investment thesis and shares with Hall his reasons for investing in diverse teams. You can visit Reinventure Capital at , via their LinkedIn page at , and via their Twitter page at . Edward can be contacted via LinkedIn at , and via email at .
Fidelity, Vanguard, Schwab Funds Have Been Loading Up on Crypto Mining StocksThree of the largest asset managers are diversifying their funds to hold blockchain stocks, throwing more establishment financial might behind bitcoin's technology.news coming from Ada Hui via CoindeskThe 10 Largest Investment Management Companies WorldwideSomething to keep in mind, not everyone has taken a seat. 1. BlackRockAUM: $6.84 trillionBlackRock is not just the world's largest asset manager, but one of the world's largest financial institutions. The company was founded in 1988 and went public in 1999. The firm has been influential in advancing the growth of exchange-traded funds (ETFs), through its iShares products. iShares now comprise more than a quarter of BlackRock's assets under management.2 2. The Vanguard GroupAUM: $6.2 trillionVanguard has become synonymous with the strategy of passive investing, in which money is placed in mutual funds designed to mirror the activity of specific indexes or the broader stock market. Vanguard boasts of low expense ratios for most of its funds. In addition to asset management, Vanguard offers brokerage services, financial planning, annuities, and other services.3 3. UBS GroupAUM: $3.26 trillionUBS Group has four interdependent divisions that operate around the world. The Switzerland-based firm describes itself as the "only true global wealth manager." About $2.3 trillion is tied up in wealth management versus $903 billion in asset management.4 4. State Street Global AdvisorsAUM: $3.12 trillionBoston-based State Street is the subsidiary of State Street Corporation. It manages investments for a wide range of institutional clients including non-profits, local governments, associations, and even educational groups.5 5. FidelityAUM: $3.2 trillionFidelity is an asset manager and a discount broker with more than 27 million customers. It offers an online platform for individual investors to buy and sell securities, and also manages entire portfolios on behalf of clients. In the summer of 2018, it made headlines when it began offering mutual funds with a zero expense ratio and minimum investment requirement.6 6. AllianzAUM: $2.36 trillionThis German firm is primarily an insurer but operates two asset management divisions: Allianz Global Advisors and PIMCO. By itself, PIMCO has $1.76 trillion under management, which is good enough to also land it on this list.7 8 7. JPMorgan ChaseAUM: $1.9 trillionMost people think of J.P. Morgan Chase as an investment bank, but it has a robust asset management business and got $1.3 billion in assets moved from BlackRock as part of a new custody arrangement in 2017.9 8. Bank of New York MellonAUM: $1.9 trillionThe history of this company dates back to its founder, Alexander Hamilton—perhaps you've heard of him. More than 230 years later, BNY Mellon manages investments for individuals and investments in 35 countries.109. Capital GroupAUM: $1.8 trillionThis Los Angeles-based firm was founded all the way back in 1931, making it one of the oldest in the world. It offers more than 40 mutual funds through American Funds Distributors, which is its subsidiary.11 10. PIMCOAUM: $1.76 trillionAs mentioned earlier, PIMCO is managed under the same company as Allianz. Although it was acquired by a German company, it is headquartered in California, and it continues to operate as an autonomous subsidiary of Allianz.Bitcoin Heading Towards 11.5K?charts by TradingShot via TradingViewCrypto King John McAfee Arrested and Sued for Shilling ICOsThe US Department of Justice announced that John McAfee is under arrest in Spain and awaiting extradition on tax evasion charges.The SEC has also sued John McAfee, claiming he made over $23 million from touting ICO projects while lying to investors.
State Street Chairman & CEO Ron O’Hanley describes leading one of the world’s largest financial institutions in the era of climate change. In a discussion moderated by Professor George Serafeim, he describes the roles of asset managers, shareholders, and asset owners with a focus on the concept of values vs. value in approaches to investment decisions. This is one of 4 new episodes this summer based on live content from the Harvard Business School Climate Risk conference held earlier in 2020.
„Ich wär‘ so gerne Millionär“, sangen Anfang der 90er Jahre ein paar selbst ernannte Adelige und wurden damit berühmt. Eine Million Euro besitzen – das wäre schon was. Für diejenigen, über die wir heute im Jahr 2020 reden, ist eine Million aber kaum noch von Bedeutung. „Peanuts“, wie man so schön sagt. Die Rede ist von den „Big Playern“ am Finanzmarkt, und die kümmern sich lieber um die großen Nüsse – Kokosnüsse, riesige Kokosnüsse… Um den Zahlendimensionen kurz ein einigermaßen vorstellbares Bild zu verleihen: 1 Milliarde sind 1.000 Millionen, 1 Billion steht für 1.000 Milliarden, also eine Million Millionen. Irgendwie ist das kaum noch begreifbar. Dennoch werden bei einem Vermögensverwalter wie BlackRock mehr als 7 Billionen US-Dollar in 2.000 Tochterfirmen verwaltet. Hinter BlackRock steht Laurence D. Fink, der den Traum vom Sohn eines Schuhverkäufers zum Milliardär lehrbuchartig hat wahr werden lassen. Seine Fondsgesellschaft ist mittlerweile in nahezu allen DAX-Unternehmen investiert. Doch BlackRock ist nicht der einzige Gigant auf dem Markt. Die Vanguard Group oder die State Street Corporation spielen ebenso in der Oberliga der „Geldverwalter“ mit. Doch was wird hier eigentlich verwaltet? Gewinnmaximierung. Und was ist das Ziel? Macht. Und wie gewinnt man? Indem andere verlieren. Das komplette Video siehst Du hier: https://kenfm.de/jens-berger/ Jetzt KenFM unterstützen: https://www.patreon.com/KenFMde https://de.tipeee.com/kenfm Dir gefällt unser Programm? Informationen zu weiteren Unterstützungsmöglichkeiten hier: https://kenfm.de/support/kenfm-unterstuetzen/ Du kannst uns auch mit Bitcoins unterstützen. BitCoin-Adresse: 18FpEnH1Dh83GXXGpRNqSoW5TL1z1PZgZK Abonniere jetzt den KenFM-Newsletter: https://kenfm.de/newsletter/ KenFM ist auch als kostenlose App für Android- und iOS-Geräte verfügbar! Über unsere Homepage kommst Du zu den Stores von Apple und Google. Hier der Link: https://kenfm.de/kenfm-app/ https://www.kenfm.de https://www.twitter.com/TeamKenFM https://www.instagram.com/kenfm.de/ https://www.youtube.com/KenFM https://soundcloud.com/ken-fm See acast.com/privacy for privacy and opt-out information.
Janice is joined by Ron O’Hanley, chairman and chief executive officer of State Street Corporation, to discuss how he landed Fearless Girl on Wall Street and is working to empower women.tags: business, leadership, women, advice, career, life, balance, coaching, executive, leader, future, c-suite, corporate, job, workplace, economy, ellig group, truechat
Alan Weiss is an author, entrepreneur, and public speaker. His consulting firm, Summit Consulting Group, Inc. has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times, and over 400 other leading organizations. His Ph.D. is in psychology.Alan's new book, Fearless Leadership: Overcoming Reticence, Procrastination, and the Voices of Doubt Inside Your Head is available now.Find more on Alan and hundreds or resources at his website: https://alanweiss.com/.Become a Patron!Help us grow and become a Patron today: https://www.patreon.com/smartpeoplepodcastSponsors:Indeed - Post your job today at Indeed.com/SPP and get a free sponsored job upgrade on your first posting.Warby Parker - Order a trial pack that includes six days’ worth of contacts for only $5 –and then receive $5 off your next Warby Parker order. Learn more at warbyparker.com/smart.Donate:Donate here to support the show!
Car discusses the latest BlackRock Investment Institute MACRO AND MARKET PERSPECTIVES for AUGUST 2019 Dealing with the next downturn: From unconventional monetary policy to unprecedented policy coordinationhttps://www.blackrock.com/corporate/literature/whitepaper/bii-macro-perspectives-august-2019.pdfHe specifically dives into the the portion of the report where they discuss Monetary Financing. They also mention Cryptocurrencies as not playing a role in the next downturn.For example, policy innovations in the next downturn will likely need to take inequality more directly into account to be politically palatable. Not all asset purchase programs are born equal when it comes to their impact on inequality. Policy responses that put money more directly in the hands of citizens might be more attractive. The rise of central bank-issued electronic money (not cryptocurrencies) might achieve these objectives in ways that were not previously possible. But this is also a slippery slope. A drift away from central bank independence – where the overall monetary policy stance is dominated by short-term political considerations – could quickly open the door to uncontrolled fiscal spending. The risk is real. This slippery slope leads to arguments that monetary policy can finance fiscal deficits – and that there is only a tenuous link between inflation and money-financed deficits, as some proponents “Modern Monetary Theory” (MMT) claim. The key is that coordination does not require giving up central bank independence. Instead, policy frameworks need to evolve to acknowledge that it is not the response itself that needs to be independent. The policy response in times of crisis will have to involve elements of both fiscal and monetary policy. But the contribution of monetary and fiscal authorities to the response can still be cleanly separated. The approach described on the next page provides a concrete example of how this can be done. He also discusses the Big Four – a group of huge financial holding companies that control many sectors of the economy in the US and abroad. BlackRock being one of them. Other members of the Big Four also include: the Vanguard Group; State Street Corporation; and FMR Corporation (Fidelity). FMR Corporation as you know is extremely bullish on Bitcoin.
In This Episode We Discuss: How to represent yourself as a million dollar consultant Marketing strategies for top consultants How to create Bullet Proof Proposals and close the deal About Alan Weiss: Alan’s consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill) now in its 25th year and fifth edition. His newest is Threescore and More: Applying the Assets of Maturity, Wisdom, and Experience for Personal and Professional Success (Routledge, 2018). His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages.
In this episode, I visit with Rick Pearl, the Global Corporate Responsibility Officer and Vice President of Corporate Citizenship at State Street Corp. We discuss the 2017 State Street Corporation, Corporate Responsibility Report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alan Weiss is one of those rare people who can say he is a consultant, speaker, and author and mean it. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. He has served on the boards of directors of the Trinity Repertory Company, a Tony-Award-winning New England regional theater, Festival Ballet, and chaired the Newport International Film Festival.His prolific publishing includes over 500 articles and 60 books, including his best-seller, Million Dollar Consulting (from McGraw-Hill) now in its 25th year and fifth edition. His newest is Million Dollar Maverick (Bibliomotion, 2016). His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages. Joe Daltonhttps://joedalton.ie/ See acast.com/privacy for privacy and opt-out information.
"Rob Black & Your Money" - Radio Show July 24 - KDOW 1220 AM (7a-9a) On STOCK TALK Rob Black talks about Jack Bogle, State Street Corporation, Amazon, Sears, money managers, cheese prices, & credit card rewards.See omnystudio.com/listener for privacy information.
"Rob Black & Your Money" - Radio Show July 24 - KDOW 1220 AM (7a-9a) On STOCK TALK Rob Black talks about Jack Bogle, State Street Corporation, Amazon, Sears, money managers, cheese prices, & credit card rewards.
Sandra Frazier starts each day thinking about how she can contribute something that will make a difference. Frazier is a public relations specialist and is the founder of Tandem Public Relations. Before Tandem, Frazier worked at Doe Anderson where she managed public relations efforts for several high-profile clients, including Louisville Slugger/Hillerich & Bradsby Co., Community Health Systems/CHS, and Fifth Third Bank. Before joining Doe Anderson, she worked for Boston-based State Street Corporation, one of the world’s largest financial service companies. Frazier has a master of science in mass communication and public relations from Boston University and a bachelor of arts degree in history from Hollins College. Frazier volunteers with numerous community and civic causes, including the Hollins College Board of Trustees, The Louisville Zoo, the Kentucky Center Endowment Board, and the Downtown Development Corporation.
Dr. Helen Macnaughtan, Mr. Martin Malone, Mr. Andrew Rozanov, Dr. Ulrich Volz. In this event, four Japan experts will assess the Japanese government’s progress in addressing the root causes of the country’s economic stagnation and deflation problems under the set of policies known as ‘Abenomics’. Panellists will discuss the efficacy of the various policy measures adopted by the Abe administration ranging from monetary and fiscal policies and corporate governance and labour market reforms to ‘womenomics’ and the plan to become a member of the Trans-Pacific Partnership. Speaker Biographies: Andrew Rozanov is an independent expert in institutional fund management and an associate fellow at Chatham House since October 2014. He previously worked at Permal Group, where he was responsible for advising long-term institutional investors on asset allocation, portfolio construction, risk management and alternative investments, with a particular focus on global macro and tail risk strategies. Before joining Permal, he held various roles at State Street Corporation and UBS Investment Bank. He is a Chartered Financial Analyst (CFA), a Financial Risk Manager (FRM), and a Chartered Alternative Investment Analyst (CAIA). He holds a Master’s equivalent degree in Asian and African Studies from Moscow State University. Andrew is a member of the Japan Economy Network. Since 1990, Martin Malone has worked in senior financial positions at DKB. Norinchukin Bank, Merrill Lynch, Mizuho Bank, and West-Pac. Martin’s core competency relates to global fixed income and currency markets, especially Japan’s financial markets, and associated policy mechanisms. Over the past three years Martin’s global macro advisory business delivers advice to macro funds, SWFs, pension funds, commercial bank Treasury units, as well as policy makers. Martin holds an MA (Hons) in pure mathematics from Trinity College, Dublin, Ireland having specialised in Hamiltonian quantum field theory. Martin is a member of the Japan Economy Network. Ulrich Volz is Head of the Department of Economics and Senior Lecturer (Associate Professor) in Economics at SOAS University of London. He is a member of the Advisory Council of the Asian Development Bank Institute in Tokyo and co-editor-in-chief of the Asia Europe Journal. Ulrich has taught at Peking University, Kobe University, Hertie School of Governance, Freie Universität Berlin and Central University of Finance and Economics in Beijing. He spent stints working at the European Central Bank (ECB) and the European Bank for Reconstruction and Development and held visiting research positions at the University of Oxford, University of Birmingham, ECB, Bank Indonesia, and Aoyama Gakuin University in Tokyo. Ulrich is a founding member and coordinator of the Japan Economy Network, which is hosted by the SOAS Department of Economics. Helen Macnaughtan is Chair of the Japan Research Centre (JRC) and Senior Lecturer in International Business and Management (Japan) in the School of Finance and Management at SOAS. Helen is also Co-Editor of Japan Forum, the official journal of the British Association for Japanese Studies (BAJS). Her academic research interests focus on a broad range of topics relating to gender issues and employment in Japan. In particular, she has recently published articles assessing the progress and viability of ‘Womenomics’ policy in Japan. Helen is a member of the Japan Economy Network This event is jointly organised by the SOAS Japan Research Centre, the SOAS Department of Economics and the Japan Economy Network. Speaker(s): Andrew Rozanov (Chatham House), Martin Malone (Alphabook/Mint Partners), Helen Macnaughtan (SOAS), Ulrich Volz (SOAS) Event Date: 16 November2016 Released by: SOAS Economics Podcast
Alan Weiss is a leading consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. His prolific publishing includes over 500 articles and 55 books, including his best-seller, Million Dollar Consulting, and his latest, Million Dollar Launch. His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages. The New York Post called him “one of the most highly regarded independent consultants in America,” and he holds an annual Thought Leadership Conference which draws world famous experts as speakers.
MONICA Cost, is the Chief Pathfinder & Brand Strategist of MCE LLC, assisting individuals and organizations in finding their authentic paths through personal development, brand strategies workshops and multimedia platforms. Her vision, concept creation and development and professional guidance, over the last 15 years, has enabled her to work with the likes of actor Isaiah Washington, Terrence Howard, Kevon Edmonds, solo artist and lead singer of R&B group After 7, actress Meagan Good; corporations such as Reebok, The TJX Companies, Adecco Worldwide, State Street Corporation, JP Morgan, Prudential; and nonprofits such as The Trumpet Foundation/Trumpet Awards, The Partnership, Inc., Boston College High School, the Urban League, the One Family Campaign, among others. She hosts a popular internet show;The Monica Cost Show, and is also the author of several books including The Things I Used to do to Sneeze: How to live an authentic life with awesome emotional sensations. See her beautiful infographic show notes, plus her top tips and advice for entrepreneurs and aspiring entrepreneurs at www.TodaysLeadingWomen.com or by clicking here!
Alan Weiss is a leading consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, State Street Corporation, Times Mirror Group, The Federal Reserve, The New York Times Corporation, Toyota, and over 500 other leading organizations. His prolific publishing includes over 500 articles and 55 books, including his best-seller, Million Dollar Consulting, and his latest, Million Dollar Launch. His books have been on the curricula at Villanova, Temple University, and the Wharton School of Business, and have been translated into 12 languages. The New York Post called him “one of the most highly regarded independent consultants in America,” and he holds an annual Thought Leadership Conference which draws world famous experts as speakers.
April 17, 2014 - Read the Forbes article and watch the interview here: http://onforb.es/QdFhs7. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes. Robert S. Kaplan, co-chair of the Draper Richards Kaplan Foundation, the largest venture philanthropy firm in the U.S. will join me for a live discussion of the strategies and impact of their approach: treating nonprofits like tech startups. Draper Richards Kaplan (DRK) is the product of venture capitalists William H. Draper and Robin Richards Donohoe, along with Kaplan, a Harvard Business School professor and former Vice Chair of Goldman Sachs. DRK begins by selecting a dozen high-impact startup nonprofits each year, typically giving them $300,000 to develop a model and prove their potential. Upon “graduation” the nonprofits typically begin to scale rapidly, jumping up to an annual budget of $2.5 million thereafter. In addition to startup funding, DRK provides training to help each nonprofit learn best practices in governance, strategy and management. Kaplan’s bio: Robert S. Kaplan is the Martin Marshall Professor of Management Practice in Business Administration and Senior Associate Dean for External Relations. He is also co-chairman of Draper Richards Kaplan Foundation, a global venture philanthropy firm, as well as chairman and a founding partner of Indaba Capital Management LLC. He is the author of several case studies, articles and two recently published books: What You’re Really Meant To Do: A Road Map for Reaching Your Unique Potential, (Harvard Business Review Press, 2013) and What to Ask the Person in the Mirror: Critical Questions for Becoming a More Effective Leader and Reaching Your Potential (Harvard Business Review Press, 2011) Prior to joining Harvard Business School in September 2005, Rob served as vice chairman of The Goldman Sachs Group, Inc. with oversight responsibility for the Investment Banking and Investment Management Divisions. He was also a member of the firm’s Management Committee and served as co-chairman of the firm’s Partnership Committee and chairman of the Goldman Sachs Pine Street Leadership Program. During his career at the firm, he also served in various other capacities including Global Co-Head of the Investment Banking Division (1999 to 2002), Head of the Corporate Finance Department (1994 to 1999) and Head of Asia-Pacific Investment Banking (1990 to 1994). He became a partner in 1990. Rob is a Senior Director of the firm. He is co-chairman of the Board of Project A.L.S., co-chair of the Executive Committee for Harvard University Office of Sustainability, and is a member of the Boards of the Harvard Medical School, Harvard Management Company (previously serving as Acting President and Chief Executive Officer) and the Ford Foundation. Previously, Rob was appointed by the Governor of Kansas as a member of the Kansas Healthcare Policy Authority Board (2006-2010) and also served as a member of the Investors Advisory Committee on Financial Markets of the Federal Reserve Bank of New York. Rob is a member of the Board of the State Street Corporation. He is chairman of the Investment Advisory Committee of Google, Inc. Previously he was a member of the Board of Bed, Bath & Beyond, Inc. (1994-2009). He also serves in an advisory capacity for a number of companies. Rob received an M.B.A. from Harvard in 1983 and a B.S. from the University of Kansas in 1979. Prior to attending business school, Rob was a certified public accountant at Peat Marwick Mitchell & Co in Kansas City.
The Heritage Region of the International Association of Business Communicators will hold its 2012 conference, “Find your bridge,” in Pittsburgh October 12-14. This is the latest in a series of podcast conversations with top presenters from the conference discussing the topics they will cover in their conference appearances. James Cerruti, Senior Partner, Strategy and Research, Brandlogic In this program, we speak with James Cerruti, senior partner for strategy and research with Brandlogic. His presentation at the Heritage Region Conference will focus on “Sustainability and Corporate Reputation: The Keys to Leadership.” James will report on BrandLogic's second annual Sustainability Leadership Report, a landmark study of real vs. perceived sustainability performance for 100 leading global companies. You can learn more about how to “Build Your Bridge” to communications success by attending the IABC Heritage Region Conference, Oct. 14 -16, at the Westin Conference Center, Pittsburgh. Register at: www.iabcheritageconference.com. Biography James Cerruti brings to his senior role with Brandlogic over 20 years of experience in leading strategy, marketing, and brand consulting engagements, in North America and worldwide. His consulting career includes executive posts as the president of Vivaldi Partners, a New York City-based marketing and brand consultancy; as one of the founding partners of FutureBrand, and as a director with Coopers & Lybrand. His numerous brand strategy clients have included: Allianz, Bank of Montreal, CarlsonWagonlit Travel, CNA Financial, Deloitte, Deutsche Telecom, Dun and Bradstreet, First Union, FleetBoston, Hyundai Kia Motors, KPMG, MasterCard International, Merrill Lynch, Olympus, PNC Bank, PricewaterhouseCoopers, RBC Financial Group, Remy Cointreau, Scudder Investments, Siemens, State Street Corporation, Telefonica, US Bancorp and Zurich Financial Services. James holds an M.B.A. in International Business from the Monterey Institute and a B.A. in Greek Archeology from Antioch University. He is fluent in Greek and conversational Spanish and French. His work has been published in the Journal of Business Strategy, among others. Subscribe to the RSS feed in a reader Subscribe to the IABC Heritage Region Conference Podcasts in the Apple iTunes Music Store.
David A. Spina '64, retired chairman and CEO of State Street Corporation, the world's leading provider of services to institutional investors, and a Holy Cross trustee, shares lessons learned from the collapse of the financial markets and changes that would improve the banking system.
In the world of investments, clean technology is seen as a boutique business - but that is starting to change. This year alone, $150 billion of new capital went into new energy sectors like solar, biofuel and wind. Mainstream investment firms, like State Street Corporation with over $2 trillion in assets under management, are bringing cleantech out of the shadows.This week we're joined by Bill Page, VP of Environmental, Social and Governance Investments at State Street Global Advisors (SSGA), to talk about the emerging cleantech market and SSGA's Global Environment Opportunity Strategy (GEOS).[Music: Nortec Collective "Funky Tamazula" from Tijuana Sessions No. 3 (Nacional Records, 2006) and Lighting Bolt "The Faire Folk" from Ride the Skies (Load Records, 2001)]
ick D'Angona is Chief Information Security Officer for Experian Americas. Rick has overall responsibility for information security strategies across Experian business units. He works to bridge the gap between the technical aspects of information security and executive management by providing guidance on best practice compliance controls as a way to support corporate objectives. He presents to Experian audiences around the United States and collaborates with the Experian UK team to continually improve the application of information security principles to the rapidly changing business environment. Rick was a featured speaker at the 5th World Consumer Credit Reporting Conference held in Capetown, South Africa in October, 2006. Rick joined Experian in January 2005 after serving as Vice President of Corporate Information Security at State Street Corporation where his responsibilities included governing the implementation of security controls for the world's largest custodian of mutual funds. Prior to joining State Street he was Director of Online Brokerage for Fidelity Investments, responsible for enhancing the electronic distribution channels to increase sales revenues and minimize costs. He was involved in all aspects of the process including targeted marketing campaigns, regulatory compliance and print/mail fulfillment. Rick has more than 25 years experience in information systems management, application development and design and is now meeting the significant challenge of providing security solutions for Experian.