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Discover how global trade trends, supply chain resilience, and ESG strategies are reshaping business confidence in 2025. Julian Prower of Dun & Bradstreet shares insights on Taiwan's economy and SME growth. Download and listen to this episode of Innovative Breakthroughs for the full conversation. Event:D&B Taiwan Top 1000 SME Elite Award— AI Empowerment, Advancing Sustainability (2025鄧白氏中小企業菁英獎—AI 領航 永續升級) Date:2025/9/10(Wed.) location:Mandarin Oriental Taipei (台北東方文華酒店) Host:Kwangyin Liu, Senior Managing Editor of CommonWealth Magazine Guest: Julian Prower, D&B's Chief Operations Officer Producers: CWLAB,Integrated Communication Dept. This episode is sponsored by dun & bradstreet. -- Hosting provided by SoundOn
In this episode, Rory and Hannah discuss the key challenges facing consumer goods supply chains and how innovative strategies in raw materials, agriculture, and product formulation development can help build supply chain resilience.Find us on LinkedIn: linkedin.com/company/globaldatastrategicintelligenceTo understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com/ +44 (0) 207 406 6764Host: Rory Gopsill (Senior Analyst, GlobalData)Guest: Hannah Cleland (Senior Analyst, GlobalData)
Cross-border E-commerce and Supply Chain Realities with Jianggan LiIn a vibrant episode of the Asia Business Podcast, host Art Dicker engages in a compelling conversation with Jianggan Li, the founder and CEO of Momentum Works, a venture builder and insights research firm. As a thought leader and co-author of the book "Seeing the Unseen Behind Chinese Tech Giants Global Venturing," Jianggan shares his extensive knowledge and unique perspectives on the international business terrain, particularly focusing on Chinese companies' strategies for penetrating global markets.Introducing Jianggan LiConnect with JiangganJianggan Li is a seasoned entrepreneur with roots in China, now thriving in Singapore. With his extensive background in venture building and market insights, Jianggan commands a strong understanding of the dynamics that drive Chinese companies to venture beyond their borders. His journey from a young expatriate in Singapore to a prolific businessman offers invaluable insights into cross-cultural business strategies.Understanding the Unfolding Global Business DynamicsIn the episode, Jianggan explores the complexities of Chinese companies navigating international waters, emphasizing the need for adaptability and strategic maneuvering in response to ever-shifting market conditions. He highlights how companies like Temu and Shein are adeptly structuring their logistics to accommodate regulatory changes, pointing to the broader need for strategic foresight in business operations.The Resilience and Agility of Chinese CompaniesChinese companies are renowned for their agility and resilience in the face of changing demands and regulations. Jianggan discusses the strategic adjustments of brands amid evolving trade rules, illustrating how they maintain competitiveness by leveraging subsidies, loopholes, and local partnerships. The conversation underscores the necessity for businesses to anticipate market shifts and prepare for regulatory changes proactively.Localizing Brand Identity in International MarketsA key challenge for Chinese e-commerce giants like Shein is successfully localizing their brand identity to resonate with diverse global consumers. Jianggan shares insights into how these companies build their brand narratives to overcome political perceptions and establish consumer trust. By focusing on product quality, efficient logistics, and strategic marketing, Chinese companies can construct a robust brand presence internationally.Lessons from the Chinese Tech SectorArt and Jianggan delve into the dynamic nature of the Chinese tech sector, exploring the competitive challenges it presents and the lessons that can be extrapolated for global application. Jianggan's experiences shed light on the critical role of innovation, adaptability, and local integration in sustaining growth in competitive markets.Predicting the Future of Chinese Tech GiantsLooking ahead, Jianggan offers speculative insights into the future trajectory of current tech giants, contemplating their longevity and potential for sustained dominance. Despite the unpredictable nature of the tech industry, the conversation hints at the importance of maintaining agility and a forward-thinking approach to remain at the forefront of technological advancement.Final Reflections and Future EngagementJianggan Li's deep-seated expertise offers listeners strategic insights into navigating the complexities of international business and technology. For those intrigued by Jianggan's insights and keen to delve deeper, he is accessible via LinkedIn for further discussions and collaborations. Timestamps00:00 Introduction and Guest Welcome01:08 Jianggan Li's Background and Journey03:02 Challenges and Strategies in Chinese Tech Ventures04:08 Supply Chain Dynamics and Adaptations07:55 Localization and Brand Identity14:26 Future of Chinese Tech Companies27:42 Conclusion and Contact Information ProducerJacob ThomasFollow UsLinkedInApple Podcasts
Send me a messageIn this episode of the Sustainable Supply Chain podcast, I sat down with Jim McCullen, CTO of Century Supply Chain Solutions, to unpack how technology—particularly AI—is quietly but effectively reshaping the logistics space.Jim's been with Century for over 30 years, which is practically unheard of in tech. We discussed what's kept him there so long, and how he's used that time to help major importers bring order to supply chain chaos—from managing tariff shifts and port disruptions to reducing carbon emissions through smarter origin management.We explored why North American firms lean more heavily on origin cargo management than their counterparts elsewhere, and how AI is now finally delivering real value—whether it's helping route freight more efficiently or enabling natural language queries through supply chain chatbots. Importantly, Jim also touched on the need for trust in AI systems and how they're rolling it out in ways that support rather than replace people.Other topics we covered: how data integration is still holding supply chains back, the balance between resilience and sustainability, and why training like a mountain bike racer actually makes sense if you're trying to stay focused in a complex global operation.If you're looking for practical ways to modernise supply chain operations, reduce emissions, and respond more intelligently to disruption, this one's worth your time.Listen noElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts SpotifySupport the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Thomas Wasson, Enterprise Trucking Carrier Expert at FreightWaves. Is joined by Rosemary Coates, Founder and Executive Director at Reshoring Institute. Keep up with Live FreightWaves EventsOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Join us today as we delve into the significant insights gleaned from the recent Gartner Supply Chain Symposium, and the importance of leveraging technology in supply chain management to enhance efficiency and responsiveness. Welcome to The Buzz!This week, Scott Luton and special guest host Rick McDonald welcomed PopCapacity Co-Founder & CEO, Matt Fain, to the show to discuss: The pressing need for digital fluency and the effective management of change within organizationsThe burgeoning demand for bonded warehousing and its implications for businesses amid current economic conditionsHow the chief supply chain officer's perspective is vital in understanding leadership priorities amidst current challenges and the need for supply chain leaders to foster trust and authenticity within their teams to navigate through periods of change effectivelyHow modern supply chains must adapt to the consumer's speed and convenience expectations to remain competitive in today's marketThe necessity of data accuracy in supply chain operations that underlines a fundamental shift toward technology-driven decision-makingListen in as we aim to equip supply chain leaders with actionable strategies to enhance their operations and adapt to an ever-evolving landscape.Additional Links & Resources:With That Said: https://bit.ly/4kiMzYF Fremont bonded warehouse to expand amid tariff-driven business surge: https://bit.ly/4muCvOfLearn more about PopCapacity: https://popcapacity.com/ The case for a national robotics strategy: https://bit.ly/3SBPFLeProcurement & Supply Chain LIVE: https://bit.ly/4kirPjK Connect with Matt on LinkedIn: https://www.linkedin.com/in/matt-fain-%F0%9F%92%A1-80715540/Connect with Rick on LinkedIn: https://www.linkedin.com/in/rickmcdonald82/SupplyChainPoint: https://cpmgevents.com/supplychainpoint/Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Cleared for Takeoff: Workforce Development in the Aviation Industry: https://bit.ly/42X4deyWEBINAR- Supply Chain Orchestration with SAP: https://bit.ly/4jFJn9qThis episode is hosted by Scott Luton and Rick McDonald, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at:...
Send me a messageIn this episode of the Sustainable Supply Chain podcast, I'm joined by Jen Chew, Vice President of Solutions and Consulting at Bristlecone. We get into a practical, no-nonsense conversation about where supply chain sustainability and AI adoption really stand today — beyond the hype.Jen shares how the conversation around AI in supply chains has evolved from experimentation to meaningful implementation, with companies now systematically exploring real use cases like AI-driven sales and operations planning (SNOP). We also discuss the critical difference between traditional AI and generative AI, and why understanding that distinction matters when shaping supply chain strategies.One key takeaway: sustainability doesn't have to cost more — in fact, when approached holistically, it should drive efficiency, resilience, and cost savings. Jen explains why organisations need to focus on building data readiness and upgrading their workforce's analytical skills if they want to succeed with AI and sustainability initiatives.We also explore:How AI is already improving supply chain decision-making todayWhy sourcing strategies are under renewed pressure from shifting trade policiesHow to spot real AI opportunities versus over-hyped featuresWhat roles tools like DeepSeek and enterprise solutions like SAP Joule could play in democratising AIIf you're wondering how to future-proof your supply chain while navigating sustainability goals, regulatory volatility, and the flood of new AI tools, this is the episode for you.Listen now to learn actionable insights that could make a real impact.Elevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Send me a messageOn this week's episode of the Sustainable Supply Chain podcast, I'm joined by Rhea Rakshit, VP of Product Management at Sayari, a company helping organisations untangle the complex web of supply chain risk with data, design thinking, and a strong dose of social impact.We talk about why traditional supply chain visibility just doesn't cut it anymore - and how real insight starts with understanding who you're sourcing from and who they're connected to. Rhea brings a fascinating perspective, shaped by her background in social innovation and systems design, and years working on both the consumer and enterprise sides of supply chain tech.In this episode, you'll learn:✅ Why ESG is no longer just a CSR checkbox✅ How forced labour, climate risk, and deforestation are being tracked with data-led approaches✅ What “human-centred design” actually looks like in the context of supply chain software✅ The difference between visibility and insight - and why it matters for resilience✅ How global North boardrooms often miss the lived realities of their suppliers in the global South✅ Why consolidating sustainability ownership under risk or compliance functions is a game-changerIf you're serious about building a resilient, ethical, and future-proof supply chain, this conversation is a must-listen.
Retailers today face a world of constant change—from supply chain shocks and tariff fluctuations to climate disruption and consumer unpredictability. In this episode, we unpack insights from The Future of Commerce's latest report on how scenario planning has evolved into a must-have capability for navigating this volatility.We explore how smart retailers are integrating AI, predictive analytics, and dynamic collaboration into their planning processes. This isn't about forecasting averages—it's about building resilience through adaptive thinking and data-driven simulations. Drawing lessons from industry leaders like Walmart and Clorox, we reveal how long-term vision, real-time visibility, and strategic flexibility are helping companies not only weather disruptions—but emerge stronger.Whether you're a supply chain leader, retail executive, or strategy planner, this episode offers tangible ways to turn uncertainty into a competitive advantage.What You'll Learn in This Episode:
Send us a textNavigating today's complex manufacturing landscape demands unprecedented supply chain resilience. This eye-opening conversation with Barry O'Dowd (Kuehne+Nagel) and Kamal Aluwalia (Resilinc) reveals why robust supply chains matter more than ever—particularly for semiconductor capital equipment.The semiconductor industry operates at extraordinary precision, with equipment working at scales as small as five nanometers—roughly 1/18,000th the width of a human hair. This precision makes these multi-million dollar tools exceptionally vulnerable during transport, requiring meticulous handling across tens of thousands of miles between manufacturing and installation. With leading-edge fabs costing up to $20 billion, equipment failures or delays can trigger catastrophic financial consequences.Our experts explain how companies are reimagining resilience through sophisticated data analysis, multi-tier visibility, and proactive risk management. Barry shares how Kuehne+Nagel's risk mitigator tool brings together all supply chain stakeholders to identify vulnerabilities and implement mitigation strategies—expertise developed during their flawless delivery of over 2 billion COVID vaccines. Meanwhile, Kamal describes how Resolink helps organizations leverage AI to anticipate disruptions across 40 different risk categories, from natural disasters to financial instability.The conversation offers practical advice for strengthening your own supply chain: understand your end-to-end process, engage with experienced partners, and adopt a first-principles approach to reimagining resilience with current technology. As global uncertainties continue mounting—from geopolitical tensions to extreme weather events—supply chain resilience isn't merely about risk avoidance; it's becoming a strategic competitive advantage.Kuehne+NagelTrust Semicon Logistics by Kuehne+Nagel to navigate even the most demanding supply chain challenges.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.
In this episode, Cofactr CEO, Matthew Haber, unpacks the growing challenges engineers face in today's volatile electronics supply chain. From rising tariffs and unpredictable trade policies to the critical need for tracking Country of Origin (COO), engineers are now key players in managing risk and cost. We explore how “tariff stacking” can drive up component costs overnight—and how Cofactr's platform helps hardware teams make faster, smarter sourcing decisions. If you're designing electronics and want to avoid BOM disruptions, compliance issues, and costly surprises, this is a must-listen! Episode Links: Navigating the New Global Trade Landscape Learn More about Cofactr Sponsor Links:
Our guest on this week's episode is Danny Ramon, director of intelligence and response at Overhaul Risk Advisory Services. Cargo theft continues to be a problem for transportation companies. Sophisticated organized thieves target goods in transit – from high valued electronics to even a recent shipment of eggs. How can shipping companies prevent and discourage theft of their goods? Our guest discusses the growing incidents of cargo theft and what can be done to prevent them.We've seen increasing use of technology inside truck cabs in recent years, with the rise of tools like electronic logging devices (ELDs), GPS locators, and lots of smartphone apps. But one of the technologies that's been more challenging to adapt has been dash-cams. Laws vary from state to state on what is permissible to capture and record on camera devices. However, there are now some new technologies that can help to overcome the patchwork of state laws and still provide valuable information that these dash cameras can provide.A report from supply chain software company Cleo found that supply chain resilience is rising in stature among business leaders, ranking right up there with cybersecurity concerns. The company's 2025 Global Supply Chain Executive Report shows that 83% of executives surveyed said that supply chain resilience is as critical to their companies as cybersecurity is, with many saying they are turning to technology to boost resilience.Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. All episodes are available to stream now. Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Overhaul Risk Advisory ServicesTool lets fleets switch off driver video tools by geographyReport: business leaders are prioritizing supply chain resilienceVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Zebra Robotics AutomationOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY
In this episode, we dive into the evolving landscape of logistics missions and the need for innovation in navigating disruption. Drawing insights shared by industry leaders at GDIT, we explore how organizations can leverage technology, data, and agile strategies in an increasingly complex environment. Tune in for expert perspectives on overcoming challenges and driving operational excellence in modern logistics missions.In Voices of Innovation—a podcast by GDIT—we bring you into conversations with the thinkers, innovators, and mission experts who are shaping some of the most complex government, defense, and intelligence projects across the country. We explore cutting-edge technologies, from artificial intelligence to quantum computing, that are crucial for leading and accelerating government missions. Each episode features insights and stories from GDIT, government, and industry technologists. They are at the helm, leveraging groundbreaking technology to drive missions that matter most. Join us as we dive into a world where technological innovation meets strategic execution. Subscribe now to never miss an episode. GDIT is a global technology and professional services company that delivers technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 30 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development.
Delve into the complexities of contemporary supply chain dynamics, with a particular emphasis on the increasing necessity for resilience amid various uncertainties, on this new episode of The Buzz on Supply Chain Now!This week, hosts Scott Luton and Tandreia Bellamy explore critical topics, alongside special guest Richard Howells, VP for ERP, Finance, and Supply Chain with SAP, and host of the podcast, The Future of Supply Chain. Join us as they discuss:The impact of tariffs and global trade patternsThe significance of cultivating essential skill sets among the next generation of supply chain professionals, underscoring the importance of digital literacy, agility, and cross-functional collaborationPredictions for the future of supply chain management Warehouse capacity resilienceSupply chain megatrendsJoin us as we navigate these multifaceted challenges, emphasizing the paramount importance of the human element in driving successful supply chain outcomes.Additional Links & Resources:With That Said: https://bit.ly/41DOi48How FabFitFun leveraged MagicLogic and EasyPost: https://bit.ly/4bslTl6Warehouse capacity resilience in the face of shipper frontloading: https://bit.ly/3QG3Y0mThe looming tariff tsunami: Is your business ready? https://bit.ly/4h1gYbXDHL exec outlines 5 supply chain megatrends: https://bit.ly/3F4oGEUThe Future of Supply Chain Podcast: https://bit.ly/41E85QT5 Essential Skills of the Next Generation of Supply Chain Leaders: https://bit.ly/4klhWT8Connect with Richard on LinkedIn: https://www.linkedin.com/in/richardjhowells/National Supply Chain Day: https://supplychainnow.com/nscd/Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Bridging the Gap: Investigating the Disconnect Between Supply Chains and the People Who Run Them: https://bit.ly/3F1iZr2This episode is hosted by Scott Luton and Tandreia Bellamy produced by Amanda Luton and Joshua Miranda. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-supply-chain-resilience-shifting-landscape-1400
Navigating manufacturing's future: Supply chains face disruption, talent pools shrink, and sustainability demands rise. Discover how AI, cloud tech, and data-driven strategies offer solutions. Hear Judy Cubiss from SAP share insights on building resilient, efficient, and future-proof industrial operations. Companies are rethinking supply chains for resilience and embracing collaboration platforms. AI offers potential for automation and insights but requires robust data management and infrastructure. Sustainability is now a financial imperative, with regulations driving the need for data collection and tools like green ledgers. Flexibility and agility are crucial in responding to evolving trade policies, with scenario planning becoming essential. Cloud ERP systems offer smaller manufacturers access to advanced technologies, aiding in talent management and innovation. Join us as we dive into the Future of Supply Chain.
Dr. Hoffman continues his conversation with Anand Swaroop Ph.D., founder and president of Cepham, a science-based nutritional ingredient supplier, and an expert on regenerative agriculture.
Regenerative agriculture—what is it? How does it differ from organic? Anand Swaroop Ph.D. is founder and president of Cepham, a science-based nutritional ingredient supplier, and an expert on regenerative agriculture. He describes how his family's background in traditional farming in India prompted his interest in promoting regenerative agriculture in the face of increasing reliance on industrial farm technology, which relies on monoculture, and extensive use of chemical fertilizers, herbicides, pesticides, and GMO crops. Can regenerative agriculture meet the challenge of feeding the world's surging population? Can it help alleviate climate change? Is the food healthier and tastier? Dr. Swaroop also details how science is facilitating development of ever more promising nutraceuticals, and why the current supplement marketplace is experiencing supply chain problems. He details rigorous controls Cepham has instituted to ensure ingredient quality and safety.
This week, we're joined by McKinsey & Company's Kevin Goering to dive into the insights from their fifth annual Global Supply Chain Leader Survey, revealing how executives are responding to persistent disruptions and shifting priorities. Together, we dive into the delicate balance between cost management and risk mitigation, the challenges of digital adoption, and the growing focus on nearshoring and dual sourcing, discovering why some companies may be taking their eye off the ball when it comes to supply chain resilience, and what strategies are proving most effective in today's dynamic business environment. Come join us as we discuss the Future of Supply Chain.
Tariffs: here one day, gone the next. How do you plan for that?In this week's episode, we take a deep dive into the major industry trends (and political decisions) impacting wholesale distribution and manufacturing. We examine the latest updates on tariffs, supply chain resilience, and economic shifts, providing insights that can help distributors and manufacturers navigate an uncertain landscape.And as always, we look at how AI is reshaping B2B sales and marketing at a break-neck pace. Key Topics & Timestamps⏳ [00:00] Introduction & Industry UpdatesKicking off with a lighthearted conversation before diving into tariffs, supply chains, and market shifts.⏳ [08:30] Tariffs & Global Trade TensionsChina's trade policies and the latest tariff updates affecting distributors and manufacturers.The “de minimis” loophole—how small package shipments bypass tariffs and why that's a concern for policymakers.The geopolitical chess game between China, Canada, and Mexico, and how it's impacting North American trade.⏳ [21:50] Supply Chain Resilience & The Shift Away from ChinaWhy leading distributors are diversifying their supply chains, optimizing inventory management and shifting sourcing to Mexico and other regions.Insights from a top distributor: how strategic planning can offset tariff impacts.⏳ [35:10] The Impact of Natural Disasters on Supply ChainsCalifornia wildfires and the effect on construction materials and rebuilding efforts.Potential shortages in drywall, plumbing, and roofing supplies due to increased demand.⏳ [48:30] Mergers & Acquisitions in Wholesale DistributionORS NASCO's acquisition of R3 and what it means for the industry.The challenges of growth through acquisition vs. organic growth strategies.⏳ [1:02:40] The Role of AI in Distribution & B2B MarketingThe rise of predictive personalization and hyper-individualized marketing in B2B sales.How AI is helping distributors use ERP data to personalize sales efforts and drive growth.Grainger's investment in AI-driven e-commerce and what it means for mid-sized distributors.⏳ [1:16:10] DeepSeek AI & Cybersecurity RisksWhy major companies are blocking DeepSeek AI due to security concerns.How businesses should approach AI adoption while protecting sensitive data.⏳ [1:32:00] Final Thoughts & Looking AheadThe importance of digital transformation for wholesale distributors.How companies can stay competitive by embracing AI and data-driven strategies.What's coming in next week's episode, including major insights from thought leaders in electrical and HVAC distribution.Leave a Review: Help us grow by sharing your thoughts on the show.Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
As many trends and predictions for this new year, from regionalized supply chains to AI-powered technologies to sustainability initiatives taking the forefront, executives are looking for ways to radicalize their business processes. This week, Lisa Anderson joins us to dive into these new strategies and initiatives that will continue to drive change in businesses as we enter 2025. Come join us as we discuss the Future of Supply Chain.
Send me a messageWelcome to 2025, and to the 49th episode of the Sustainable Supply Chain podcast, my first for the year!In this episode, I had the pleasure of chatting with Jenna Fink, Principal of Research at Zero100, about the evolving intersection of sustainability and supply chains. With her diverse experience—from Amazon's high-speed operations to Bayer's more structured approach—Jenna offers fascinating insights into what drives sustainability initiatives and how businesses can balance priorities.We delved into some pressing questions: Where is the push for sustainability coming from—employees, customers, investors, or regulators? And how do companies ensure that sustainability isn't just an added burden, but rather an opportunity to enhance efficiency and resilience?One major takeaway was the significance of Scope 3 emissions reporting, often seen as the most challenging but also the most transformative for organisations. Jenna shared practical strategies to get started—leveraging existing data, collaborating with suppliers, and finding the internal champions who can drive change.We also explored the role of AI in reducing waste and improving efficiency. Jenna highlighted projects like PepsiCo's Perfect Sorting Consortium, showing how AI tools can enable smarter, more sustainable decision-making.Finally, we touched on the human side of sustainability transformations—prioritisation struggles, cultural shifts, and the value of tying sustainability wins to cost savings or operational efficiency to make the case clear across organisations.If you're grappling with sustainability in your supply chain, this episode is packed with pragmatic advice and actionable insights to help you navigate the regulatory landscape anElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Tom Alford (TMI) is joined by HSBC's Florence Tan to highlight the critical importance of establishing supply chain resilience. Florence offers key insights on why treasurers have a crucial role to play in helping trade flows to run smoothly, from navigating geopolitical shifts and AI-driven digitalisation to defining ESG goals. Tune in for a candid discussion on tools and strategies to drive value in the SCF space.
In today's complex global supply chains, warehouses are anything but simple. This week, our Roboteon's Dan Gilmore joins us to discuss how to turn this complexity into an advantage, using robotics to address key challenges like labor shortages, operational complexity, and e-commerce growth. In our conversation, Dan emphasizes the need for strategic automation implementation, involving workers in the process, and adopting flexible technologies, whilst discussing the importance of proper training, updating KPIs, and considering the entire warehouse ecosystem when automating. Come join us as we discuss the Future of Supply Chain.
In this episode of the Insiders Guide to Energy podcast, hosts Chris Sass and Jeff McAulay welcome Joe Mastrangelo, CEO of EOS Energy Storage, to discuss the transformative potential of long-duration energy storage solutions. Focusing on EOS's innovative zinc-based battery technology, Joe explains the advantages of a non-lithium battery system for applications that demand flexibility, scalability, and safety. He highlights how this eco-friendly, fire-resistant technology offers a promising alternative for sectors requiring durable, sustainable energy solutions, from utilities to industrial applications. Joe shares EOS's journey to establishing a resilient and primarily U.S.-based supply chain—a move that has not only driven growth but also strengthened the company's position amidst global supply chain disruptions. By building in Pennsylvania's Mon Valley, EOS has brought jobs back to an area once defined by manufacturing while creating a streamlined, secure production process. Joe emphasizes the importance of using widely available raw materials, which allows EOS to lower production costs while contributing to the U.S. economy and reducing dependency on foreign supply chains. Listeners interested in renewable energy will appreciate Joe's insights on the demand for long-duration storage, which he sees as essential for a sustainable energy grid. He discusses EOS's growth strategy, including upcoming pilot projects and the critical role of customer trust, bankability, and partnerships in scaling new technologies. This episode offers a compelling look into how EOS Energy Storage is paving the way for a cleaner, more resilient energy infrastructure by overcoming financial, logistical, and technological challenges. We were pleased to host: https://www.linkedin.com/in/joe-mastrangelo-ab974357/ Visit our website: https://insidersguidetoenergy.com/
In this podcast episode, Ryan Moss, CEO of Little Giant Ladders, shares his journey from an entry-level role sweeping floors to leading the company. Ryan recounts how he initially joined Little Giant after working in construction and, over the years, has been deeply involved in nearly every part of the business. He reflects on the challenges and triumphs of building Little Giant's brand, including a pivotal moment when the company invested in an infomercial to counteract a competitor's knockoff product. This high-stakes move turned into a critical branding success, illustrating both the resilience and innovation that have been central to Little Giant's growth and partnership strategies.
Send me a messageIn this episode, which is generously sponsored by Component Sense, I sit down with Joanne Flinn, Chair of the ESG Institute, to unpack what it really means to push sustainability forward in business, far beyond the usual carbon targets. Joanne shares her personal journey to becoming an advocate for sustainable transformation, influenced by her father's work in agricultural economics and her early exposure to global sustainability issues.We dig into the critical work the ESG Institute is doing to guide companies on their ESG journeys, especially around complex challenges like value chain sustainability and the need for clarity in multi-stakeholder decision-making. Joanne explains the Institute's “Sustainability Readiness Profiles,” a practical tool to help companies identify their ESG maturity and shape their approach accordingly – whether they're observers, pledgers, compliers, or transformers.We also discuss the mindset shifts needed to make sustainability integral to business strategies: moving from short-term gains to long-term resilience and embracing multi-dimensional goals beyond simple profit metrics. Joanne even makes an unexpected (but spot-on) connection between ESG in business and the evolving safety standards in rugby.Tune in to learn why approaching sustainability as a “game of lifting standards” can drive real change, and what steps leaders can take now to create a thriving, resilient future.Elevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Rumi.aiAll-in-one meeting tool with real-time transcription & searchable Meeting Memory™Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Send me a messageIn this episode of The Sustainable Supply Chain podcast, I'm joined by Spencer Malcolm, Principal at Forsyth Advisors, to delve into a pragmatic approach to supply chain sustainability. Spencer brings over 20 years of experience in leadership across multiple industries, from manufacturing, to distribution and strategic sourcing.Throughout our conversation, Spencer outlines how supply chains are evolving, with a particular focus on balancing the capital-S Sustainability (environmental impact) with lowercase-s sustainability (ensuring initiatives are both long-term and viable). We discuss the pitfalls companies often face when trying to "check the sustainability box" without real commitment, and why focusing on real, measurable returns can ensure a sustainable future.Spencer also shares his views on reshoring as a growing trend in response to global disruptions and explains how finding the right partners, and maintaining diversity in supply sourcing, is crucial for both environmental and operational sustainability. We explore how technology, while promising, should be used wisely—particularly AI, which Spencer cautions against over-relying on as a silver bullet.Finally, we touch on a key theme: accountability—whether that's holding vendors to higher standards or measuring KPIs that ensure both sustainability and profitability. As Spencer notes, supply chain leaders must be armed with the right data and prepared for the long haul if they want to make a real impact.Tune in for acElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
How does the world's largest retailer protect itself against a slew of supply chain disruptions?
In this special podcast we spoke with Jonathan Jarashow, CEO of OmniChannel Health, and discussed the unique needs and challenges of the healthcare supply chain. Jonathan and I delved into issues related to pricing, backorders, shortages, and how strategic value analysis and companies like OmniChannel Health can help to alleviate these challenges.
Are robots the future of infrastructure safety? This startup's journey might surprise you. In this episode of Bricks and Bytes, Gabriele got a chance to interview Troy Demmer, co-founder of Gecko Robotics. We learned about Troy's journey from healthcare to robotics, the challenges of building hardware startups, and how Gecko is transforming infrastructure maintenance for both private and public sectors... and many more! Tune in to find out about: ✅ How Gecko's robots collect 10 million data points in a day vs. 10,000 manually in a week ✅ The importance of finding the right early customers for hardware startups ✅ Navigating the complexities of government contracts and public sector work ✅ Why selling outcomes as a service can be a game-changer for robotics companies For those who are new, BitBuilders is all about diving deep into the world of construction robotics and the innovators shaping the future of the built environment. Note: This episode is a Re-Release from BitBuilders Sign up to the #1 Newsletter In Construction Tech. Join over 1,000 like-minded Founders, Investors and Techies disrupting the way we build. Forever : https://bricks-bytes.beehiiv.com/subscribe This episode is brought to you by Shft—helping contractors like you leverage BIM to secure a leading position in the race towards construction's digital future. Visit: https://maketheshft.digital —---------------------------------- BuildVision is a procurement network for the $5T commercial construction market. We are transforming the commercial construction supply chain by bringing contractors, manufacturers, and project stakeholders onto a single software platform—revolutionizing how every component is sourced, purchased, and financed. 00:00 Intro to the Episode and Our Sponsors 02:00 Introduction and Background 04:12 Understanding the Built World and Asset Life Cycle 07:47 Focus on Power Boilers and Expansion to Other Structures 15:11 Delivering a Service for Asset Health Clarity 23:52 Selling a Comprehensive Health Map of Assets 25:04 Granular Data and Actionable Maps for Asset Health 27:08 Robotic Inspections and Gathering Data While Assets are Online 28:36 Data-Driven Decision-Making for Asset Lifecycle Management 29:28 Meeting Customer Needs for Novel Inspection Methods 31:14 Using Tech Stack for Future Planning and Thoughtful Decision-Making 32:42 Gecko Robotics' Small but Mighty Fleet of Robots 34:43 Supply Chain Resilience and Lessons Learned in Manufacturing Robotics 37:33 Gecko Robotics' Entry into the Public Sector and Focus on Critical Infrastructure 41:34 Working with the US Navy to Improve Ship Maintenance and Construction 48:21 Challenges of Navigating Bureaucracy in the Public Sector 50:11 Advice for Founders in the Built World: Prioritize Customer Problem-Solving
In this episode of "Business Growth Talks," host Mark Hayward delves into the profound impact of COVID-19 on businesses worldwide and the crucial lessons learned during the pandemic. With the onset of COVID-19, businesses faced unprecedented disruptions, compelling them to adapt swiftly to a volatile environment. Mark breaks down the top ten business lessons from the pandemic that are essential for thriving in the post-pandemic world.Mark highlights the significance of business continuity and crisis preparedness, emphasizing how many organizations were caught off guard by the pandemic. He discusses the need for robust risk management strategies and flexible operational plans to ensure business sustainability during crises. The episode also explores the accelerated digital transformation, illustrating how businesses that embraced digital tools were better equipped to navigate the disruptions. Mark emphasizes the importance of agility, innovation, and customer-centric strategies in an uncertain business landscape.Key Takeaways:Strengthening Business Continuity and Crisis Preparedness: The pandemic underscored the necessity for businesses to have robust crisis management and adaptability plans in place.Acceleration of Digital Transformation: COVID-19 accelerated the shift towards digital business models, making digital transformation a critical aspect of business success.Supply Chain Diversification: The pandemic revealed vulnerabilities in global supply chains, highlighting the need for businesses to diversify their suppliers and increase transparency.Remote Working as a Business Strategy: The shift to remote working, initially a temporary solution, has evolved into a viable long-term strategy that enhances productivity and cost savings.Importance of Employee Well-Being and Customer-Centricity: Focusing on employee well-being and adopting customer-centric strategies proved vital for maintaining morale and business continuity during the pandemic.Support the showDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comDo you want to be a podcaster? Sign up onwww.abmpodcastcourse.co.ukFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Facebook - https://www.facebook.com/markjhayward
Our guest on this week's episode is John Lash, group vice president of product strategy at e2open. Good supply chains allow companies to remain competitive. But sometimes they need a bit of government help, especially when their competitors receive assistance from their own governments. That's one reason why the Biden Administration has launched the White House Council on Supply Chain Resilience. Our guest shares why this latest task force was created and what it is intended to address.Government regulations are always a big topic at trucking-industry events, and that was certainly the case this week at the SMC3 Connections conference in Colorado Springs. Connections is an annual educational event sponsored by SMC3. We share some of the highlights from the conference, including proposed government regulations that freight companies see as concerns due to their their implementation timelines.This week UPS sold its Coyote Logistics division to RXO. UPS had acquired Coyote for $1.8 billion in 2015, when it was a hot startup in the freight brokerage sector. Since that time, conditions have gotten really tough in the truckload freight business, which has been in a freight recession for about two years now. The sale reflects that downturn, as Coyote was sold for just over $1 billion. We look at the deal and discuss how both RXO and UPS will benefit from it moving forward.Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. Go to your favorite podcast platform to subscribe and to listen to past and future episodes.Articles and resources mentioned in this episode:e2openLegislation and the environment top trucking industry concernsUPS sells off Coyote brokerage arm to RXO for $1.025 billionGet episode transcriptsVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Equipment DepotOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITYTop 10 Supply Chain Management Podcasts
The New White House Council on Supply Chain Resilience was established to develop a government-wide approach. Listen for more on Two Minutes in Trade.
On this week's episode of the Trade Guys, we'll discuss China's new anti-dumping investigation, the Farm Bill's importance to trade, and government's involvement in supply chain planning.
It's only been a week since the previous show, but Printing Money is back already with Episode 18. Certain events call for Printing Money's coverage, and the recent 2nd Annual DC Fly-In from the Additive Manufacturing Coalition (AddMfgCoalition) is one of those. Initiatives such as the Fly-In help to shape the government funding and policies that often lead to facilitating the very deals that Printing Money is famous for analyzing. For Episode 18, Danny is joined by Mark Burnham, Director of Policy for the AddMfgCoalition. Danny and Mark discuss the genesis of the AddMfgCoalition, its mission, and the efforts the coalition is making on behalf of the 3D printing industry. We hear about who attended the Fly-In earlier this month, the format of the Fly-In, and a number of the topics that were covered as additive manufacturing representatives met with members of Congress and their staff, and even representatives from the White House. The event featured seventy meetings on Capitol Hill concerning R&D Tax Credits, the national defense industrial strategy, medical policy, the Council on Supply Chain Resilience, and much more. All in the name of additive manufacturing. All in just two and half days. Please enjoy this episode and stay tuned in coming months for our next episodes analyzing all the deals fit for coverage as well as the Q1 2024 public company earnings reports. Timestamps: 00:15 – Welcome to Mark Burnham 01:01 – What is the Additive Manufacturing Coalition? 03:12 – Mark's career path leading to AddMfgCoalition 07:03 – Who attended the 2nd AddMfgCoalition Fly-In? 09:52 – North America is the #1 place to integrate AM technologies, but not always the #1 place to develop AM technologies 12:15 – The Fly-In Agenda; 6 Teams, 70 meetings, 2.5 Days 16:00 – R&D Tax Credits 20:36 – The National Defense Industrial Strategy 25:54 – All-in on advanced manufacturing 27:22 – A gap in the market; who will fund advanced manufacturing innovation? 31:51 – The US government as a customer 34:16 – Discussions at the Fly-In around Medical 39:03 – Providing congress with the tools to ask the right questions 40:36 – Supply chains and 3D printing 43:57 – Different colors of money; the funding dilemma 44:32 – What's next for AddMfgCoalition? 46:56 – Concluding remarks
Here is the recoding from the dynamic virtual panel discussion featuring industry titans Jason Miller, Dave Broering, & Ben Gordon, as they delve into the intricacies of the current supply chain. Titled "Navigating the Supply Chain: Insights from Industry Leaders," this panel brings together three seasoned experts from diverse backgrounds to share their invaluable perspectives & strategies for success in today's complex supply chain landscape.Drawing upon their extensive experience at institutions like MSU, NFI, & Cambridge Capital, our panelists will explore a wide range of topics, including supply chain optimization, resilience in the face of disruptions, & mergers & acquisitions in logistics. From navigating global trade challenges to harnessing the power of data analytics, attendees can expect to gain actionable insights & practical advice to drive efficiency & innovation within their own supply chain operations.Whether you're a seasoned professional seeking fresh perspectives or a newcomer looking to learn from the best in the field, this panel promises to deliver thought-provoking discussions & invaluable takeaways. Don't miss this opportunity to engage with industry leaders & elevate your understanding of supply chain management. Thanks to our partners at DAT for their continued support! Our affiliate program allows new users 10% of DAT for the first 12 months. Truckers using our load board link will get DAT One Pro for tri-haul & 15-day rate. Brokers using our load board link get DAT One Select for access to Market Conditions, Exact Match alarms and more.
Padhu is the co-founder and CEO of Osa Commerce, a trailblazer cloud-based platform that powers the supply chains of logistics providers, retailers, and brands. With over 25 years of experience in digital supply chains, operations, and product development, he is an expert in creating and implementing end-to-end commerce solutions that optimize online sales and enhance fulfillment and delivery automation using artificial intelligence and data visibility.SHOW SUMMARYIn this episode of eCom Logistics Podcast, we feature a live discussion from MODEX 2024 in Atlanta, where we, alongside special guest Padhu Raman from Osa Commerce, delve into the intricacies of supply chain management and the revolutionary solutions Osa Commerce offers. Padhu, with a background in supply chain and e-commerce spanning 25 years, shares his journey from working at Bosch India to co-founding Osa Commerce. Osa Commerce, described as the 'Tesla of Supply Chain,' introduces an innovative SaaS platform that encapsulates the complexity of supply chain management, offering seamless integration across various systems. The platform aims to optimize inventory management, distribution, and order fulfillment processes, providing pre-integrated solutions that significantly reduce implementation time. Padhu emphasizes the importance of a modular ecosystem model in addressing the challenges of integration and change management within the supply chain.HIGHLIGHTS[00:01:16] Deep Dive with Padhu from Osa Commerce[00:02:40] Padhu's Journey in Supply Chain and E-commerce[00:04:15] Building a 3PL Business from Scratch[00:07:53] The Evolution of Osa Commerce into a SaaS Provider[00:08:16] Exploring the Ecosystem Model of Osa Commerce[00:12:31] Addressing Integration and Change Management in Supply Chain[00:16:52] The Future of 3PL and Brand Operations[00:19:47] Disruption and Innovation in the Supply Chain Space[00:20:53] Unpacking the Unique Challenges of Osa Commerce[00:21:45] The Tesla of Supply Chain: Innovation at the Core[00:24:24] Redefining Warehouse Management Systems (WMS)[00:27:01] The Evolution of E-Commerce and Its Impact on Logistics[00:32:46] The Osa Solution: Bridging Gaps in the Supply Chain[00:33:14] The Power of Data in Optimizing Supply ChainsQUOTES[00:07:26] "When you commit to a customer in the morning saying that we will ship 45,000 units by the end of day, and you come back and find out you only have almost one third of the people, and of one third of the people almost half leave after the lunch break. COVID was so rapid and things changed."[00:27:48] "We created the solution based on what the need was because we were operators. So the system is built by operators for the operators who are very simple."Find out more about Padhu Raman and his company in the link below:https://www.linkedin.com/in/padhuraman/https://osacommerce.com/This episode is sponsored by G&P Construction. If you're in need of top notch, all-inclusive Material handling solutions for logistics and commercial real estate, look no further than G&P Construction. Be sure to visit www.gandpconstruction.com to discover your one-stop shop for turnkey MHE integrations.
Connect with Pilar on LinkedInVisit YCP SolidianceVisit Asia Business Podcast Full show Transcript below Summary and TimestampsOverviewIn this episode of the Asia Business Podcast, host Art Dicker interviews Pilar Dieter, CEO of YCP Solidiance, an Asia-focused strategic advisory firm. They discuss the challenges and opportunities in the Asian market, focusing on China's decreasing foreign direct investment (FDI) and the strategies for diversifying supply chains due to geopolitical tensions and supply chain resiliency. Pilar provides insights into the factors leading to net capital outflows from China, the impact of global perceptions on investment, and the shift toward domestic consumption driving growth in China. The conversation also covers the trend of businesses de-risking by moving operations from China to Southeast Asia, India, or nearshoring to places like Mexico, and how YCP Solidiance facilitates this transition. They delve into industry-specific shifts, the increasing interest of Chinese companies in outbound investment, and the importance of strategic and post-merger integration services in navigating the complexities of the Asian market. The episode wraps up with how companies can reach Pilar and YCP Solidiance for strategic advice and support. Timestamps00:00 Welcome to the Asia Business Podcast with Pilar Dieter00:57 Deep Dive into China's Business Landscape01:49 Navigating Supply Chain Resilience and Diversification03:21 The Future of Foreign Direct Investment in China06:05 De-risking Strategies for Global Supply Chains11:20 Exploring New Markets: The Shift in Asian Investment Patterns23:09 The Role of Strategic Advisory in Global Business Expansion28:07 M&A Trends in Asia: Insights and Opportunities36:03 Closing Thoughts and Contact Information TranscriptArt: [00:00:00] Welcome everybody to another episode of the Asia business podcast. I'm your host, Art Dicker. And today we have the true pleasure of welcoming Pilar Dieter. She is the chief executive officer at YCP Salidians. YCP Salidians is an [00:00:15] Asia focused strategic advisory firm with 17 offices worldwide, predominantly in Asia.Art: Welcome, Pilar. Pilar: Thank you, Art. It's a true pleasure to be here. Thanks for having me. Art: Yeah, we've talked about [00:00:30] doing this for a while now. And we both had recent visits to China. And so I think we've got plenty to talk about. We're gonna I think China is going to be a big part of what we talk about today.Art: But as we said at the top, your firm is a big presence all throughout Asia. And I think it's [00:00:45]going to be interesting to do a bit of comparison between different parts of that region and see what's going on. So I'm happy to get into it today and really looking forward to it. Pilar: Absolutely. I'm looking forward to the exchange as well.Art: Great. Let's off maybe with With China. And I [00:01:00] know you guys work a lot with the sort of the top fortune 500 companies there. But also you work with them throughout Asia and beyond. And we've seen a lot of statistics come out lately where looking at the net capital outflows from China after [00:01:15] years and years of inbound investment increasing year after year.Art: And do you see that trend reversing anytime soon? And if so, the trend of the negative outflows, negative inflows, I should say. Do you see that trend reversing [00:01:30] anytime soon? And if so, what sectors might it reverse in? Pilar: I think the way to determine whether or not this is something that would reverse is it's first important to understand why that F.Pilar: D. I. into China has decreased over the last few years. So there's a couple, [00:01:45] I would point to three things. Two are obvious, one might be a little less obvious. So I would point to number one, really the supply chain resiliency move. This concept of. Diversifying supply chains. This isn't a sudden thing.Pilar: We can track [00:02:00] this back to really 2016 2015 era, even before trade tariffs were starting to come into play. So a lot of conversation around why diversification matters in supply chains. That's 1 of the reasons that you're starting to see a little bit of that [00:02:15] decline in F. D. I. The other one, another obvious element is the geopolitical tension.Pilar: Lots of media attention that's driving and easily influencing the way that U. S. corporations or multinational corporations are really viewing China with a bit [00:02:30] more of a fine tooth comb before making really readily decisions to make big investment into China because of the beauty of the growing market and the size of the market.Pilar: But I'd say the third and maybe less obvious. Point that would be directed to why [00:02:45] FDI in China is decreasing is when you actually talk to some of the bank leadership in China, they will actually point to a decrease due to companies moving liquid capital out of China as a result of interest rates coming down [00:03:00] markedly And that, I think, when we looked at what was happening during COVID times, China interest rates were obviously quite high compared to other countries, making it a little bit more of an attractive play.Pilar: So now, with the decrease continuing that seems to be something that [00:03:15] others, especially domestically or regionally, that I was talking to when I was in Shanghai a couple days ago or weeks ago were also pointing to. But to your point about, Given these realities of why FDI has declined, do I see this trend reversing?Pilar: My short answer is [00:03:30] no, not in the short term and for the USA, most decidedly, not in this election year. The two main reasons I would point to for this, though, would really be, while China still would like to maintain strong performance on [00:03:45] investment, when GDP numbers and their aggressive growth target of 5 percent that's been stated by Xi Jinping.Pilar: What we end up seeing is the investment lever of GDP is something that has been a big driver for them achieving their growth rates. But at this point in [00:04:00] time, the investment lever is taking a back seat. To some of the consumption activities that they're trying to really influence and push.Pilar: So I would say, looking internally in China, they're really going to be focused more on domestic consumption to be able to drive that [00:04:15] growth. And then the second reason why I would say that the trend might not be reversing, at least within this next year, Is US companies are just continuing to face more scrutiny within their own organizations.Pilar: Whenever I see clients trying US [00:04:30] clients in particular, trying to make decisions on deeper investment in China, whether that's through acquisition or through basic investment into greenfield or brownfield plants, or even finding new supply base that might actually be Chinese based. [00:04:45] It's coming with a very high higher bar in terms of scrutinizing whether or not it's the right partner.Pilar: So bottom line not reversing I would say within the foreseeable future being at least 12 to 18 months out Art: Yeah, and I'm [00:05:00] sure you got this question a lot when you visited China as well, both even from friends and business people in China, asking you maybe when, when do you think things will get better as far as the investment there and stuff.Art: I certainly got that. I just got back and got that a lot. [00:05:15] And I agree. It's part of it is it's. It's perception and reality, right? The reality is the Chinese economy is not doing well. And so that probably, as you said, might be the biggest factor, even beyond anything we read about in the news [00:05:30] and the headlines and the politics of of of, not great relations between the U S and China right now.Art: And at the same time I hear what you're saying too, with some of my own clients getting internal pushback for any, anything that, you know, because, and again, [00:05:45] that might be more of just as much perception of what they see in the headlines of the wall street journal or whatnot, and say why are we investing there more?Art: I thought it was getting harder, whether or not that's true or not. That's at least we can say that perception is there, and that's not going to help make [00:06:00] that fight any to get increased investment any easier internally, like you said. You see then, I guess it goes without saying that companies are de risking from China and moving either to Southeast Asia or India, if [00:06:15] it's manufacturing or even coming back closer to home let's say, Mexico.Art: Do you, are you actually with, internally at your firm trying to position yourself? As a bridge for that that de risking, where clients say we've [00:06:30] really valued all the advice you've given us in China we see you have offices all throughout Asia.Art: How have you guys been helping clients through that process a lot recently? Pilar: It would be relatively [00:06:45] relatively easy to say absolutely a hundred percent. I think that it wants, we want to caveat this a bit because I think the question oftentimes when our clients come to us and say, hey, here's our direction.Pilar: We've decided we need to de risk or sometimes the [00:07:00] terminology becomes anti fragility and that concept really means putting us putting our company or the client in a state where we are not subjected to the exogenous effects of any global economic player. [00:07:15] That could impact our business so detrimentally.Pilar: So put another way. Make us bulletproof, help us figure out what can we do, whether it's, taking these out of China and putting them into Southeast Asia, bringing things [00:07:30] nearshore, reshore, friendshore, back over to Mexico. Those are the common go tos. But what we have found is it helps to actually bring the client before they come to us with, here's our decision.Pilar: We want to take factories or [00:07:45] take suppliers out of China and move them to somewhere else in the world. We say let's take a step back and try to understand what is your objective here? And a lot of times when you really peel those layers back, what you're starting to hear the client say is we don't want to have another [00:08:00] COVID impact our complete business.Pilar: We also don't want another, whether it's a pandemic or it's a landshoreman strike in Los Angeles, or it's some kind of labor union strike in Europe, or it's pirates [00:08:15] in the Panama Canal, all of these global realities is what's causing us to reconsider. Are we securely operating and supply chain is the natural 1st place to go.Pilar: When you hear companies jump immediately to, we need to. [00:08:30] de risk and reshore. I think those can actually they're not mutually exclusive, so when you can separate them, you can actually unpeel a lot more on this de risking piece as opposed to the reshoring piece. But to come back to the [00:08:45] specifics of your question, are we seeing clients wanting this?Pilar: Yeah, definitely. We have one client, for example, in Furniture manufacturing, right? So a sector that is very well entrenched in China, they had been sourcing probably 70 percent of [00:09:00] their products out of China maybe doing some sub assembly in places like Mexico, and this was an American company and what they decided, and this was probably about a year or two after COVID lockdown ended and they said, [00:09:15] we really want to figure out a way to.Pilar: Bring this back home. So we want to double down on our investment in Mexico. Now, as you rightedly pointed out at the onset, we're more of an Asia based firm, but because we recognize the need for this [00:09:30] kind of pivot, we made a small investment in Guadalajara, Mexico, where we now have a small team that supported specifically these kinds of requests.Pilar: And this example on the furniture company is not, is only one, but I think it highlights the point where we took this [00:09:45] client and said Okay. What are the components or products that are coming out of China for you? We did the cost arbitrage of which products were the most expensive to relocate versus those that might be easier to relocate and wouldn't disrupt their supply chain too dramatically, but bring them additional cost [00:10:00] savings.Pilar: And in doing that, we ended up going through a, an MNA process in Mexico to help them find not just suppliers, but actually some manufacturing footprints that they could. Absorb and take over and move on. So in that example, I would argue that it [00:10:15] wasn't so politically driven. There wasn't the motivation was more on cost management.Pilar: China is no longer the cheapest place to source furniture. Not to say that Mexico is significantly cheaper, but when you put the landed cost calculations into play, [00:10:30] you do start to see. Some benefits there. Art: Yeah. And shipping, like you said, the risk of factory shutdowns, that's not necessarily a political risk.Art: China, I guess everything can be somewhat political but that's the, The supply chain disruptions, [00:10:45] that, that's something that is maybe wasn't as much of an issue, but you're seeing your clients and helping your clients price that additional risk into their calculations and then it's at a place like Mexico makes more sense.Art: I wonder if that's going to be, or, if you're seeing that as a trend for not just. [00:11:00] traditional multinational companies, American or European based, but even Asian companies and even Chinese companies realizing, Hey maybe this whole, the potential for supply chain disruption, obviously it affects our business as a Chinese manufacturer just as [00:11:15] much.Art: Maybe we need to diversify our own supply chain out into other parts of the world. And are you seeing that directly or indirectly? And how would you describe that phenomenon?Pilar: Yeah, I would. And I think it's very industry specific. So [00:11:30] what you find is when these companies that are the larger players decide to make any kind of further investment outside of China, their ecosystem that they have spent decades truly building up in China, which is what makes China such a [00:11:45] beautiful manufacturing prowess because they did masterfully put together complete communities really in certain industries that would be pockets for Supporting those large manufacturers take.Pilar: Automotive is the easy go to [00:12:00] example. So when you have the large, the starting point of those big companies saying, okay we've been manufacturing in Chongqing for decades, and all of our component suppliers are conveniently just [00:12:15] kilometers away from us. We now are going to make our next investment.Pilar: We're not shutting anything down. We're not moving anything away, but we're making our next investment in Fill in the blank, Vietnam, India, Indonesia, wherever. And as a result of that, we are asking you, Mr. [00:12:30] Supplier, to make a move as well. Are we seeing this mass exodus of complete comprehensive supply chains not evacuating China and moving elsewhere, but making their further investment overseas?Pilar: Yes, I would say that from our firm's standpoint, [00:12:45] we're seeing an uptick in the inquiry. About how to make that possible. We also have seen an increase in our clientele mix. Normally our clients were predominantly Western clientele with certain. A lot of [00:13:00] Japanese and a lot of Indian domestics also as our key clientele, but not so many Chinese.Pilar: Native domestic clients up 2 years. That and their inquiries are all about export opportunities. Where can I [00:13:15] be outside of China that can also be a market opportunity for me to serve these customers that have always been part of my ecosystem and are now possibly opening up a whole new market for me to be a part of?Pilar: So I would say that we [00:13:30] are seeing that as far as the companies that we're finding, looking for overseas, going outside of China Japan is another one. So we at YCP, our founder is Japanese. We were born [00:13:45] in Japan. We are publicly listed and traded on the Japanese stock exchange. And our largest revenue contributor in terms of our firm is our Japanese office.Pilar: Given that I'm now coming at you with a perspective of the [00:14:00] Japanese mindset and what their businesses are starting to do and looking at the Asia, Asia picture. And when they look at that Asia map, a lot of our Japanese clients are starting to have an elevated focus in [00:14:15] expanding artifi, not China.Pilar: There's a Japanese India corridor that's starting to open up. You can see with Kishida just here last week all of the increased investment ambition that they have, that Japanese have for for the U. S., which [00:14:30] is not to be understated. And really what you're finding there are some very salient examples that we work in more in the retail and consumer goods categories, as well as food and beverage, that these Japanese companies are seeking [00:14:45] outbound opportunities.Pilar: Amen. And I'd love to hear your thoughts on this to art, but I think one of the One of the examples we have with some Chinese companies, and I'm going to give you to illustrate how Chinese [00:15:00] companies without that whole ecosystem example, I laid out in the beginning on the automotive case, but how some Chinese companies are starting to view outbound investment.Pilar: And. The first thing I would highlight is one of our clients is in the artificial intelligence and [00:15:15] technology sector, and clearly, AI plays a very sensitive role, especially when you're talking about Chinese AI looking to invest outside of China. But in this case they, we are working with this company to find joint venture partners [00:15:30] because their ambition to get out of China is exceptionally high because they are worried that the market cap in China is already too low for them as well as already quite inundated with domestic players that have more [00:15:45] government influence. The 2nd indicator I would share with you. The 2nd client I would share with you is no surprise in the energy sector, a solar panel manufacturer in China. Who is eagerly exploring where they can be moving [00:16:00] to in what markets are going to be welcoming and accepting of their equipment and products.Pilar: In the US and Europe. So couple that with a lot of the, you have Janet Yellen just recently returning from her visit and making a very pointed [00:16:15] statement about no anti dumping. We don't need your overcapacity problems to influence us. And solar panels is right up there on the list. So this is an example to where you can see the overcapacity element, [00:16:30] which is a structural challenge.Pilar: China has is another factor. That's going to play into more Asian companies seeking those outbound investment opportunities. I would say.Art: Yeah, that mirrors like you alluded to that that mirrors what I'm seeing too. What you [00:16:45]described is in your role as a strategic consultant is very similar to my role as a legal consultant.Art: It's that, that shift from have starting to see Chinese companies have more and more interest to go outbound and needing professional advice. [00:17:00] And, willing to pay for that professional advice, which is, was not as in the old days was a little bit harder. So that's an an interesting development.Art: And I also think that the similarly, like clients are coming to the U S or out of China, not [00:17:15]so much because because as you said, China is so competitive, right? And so it's actually. Maybe the second example you use is better with the solar panels or where there's a more less competition and more.Art: There's at least some margin to have in the US being a high [00:17:30] margin place for a lot of different products still compared to China. That seems to be the biggest push that I've seen for companies as well. Art: And it's interesting you mentioned the AI case. I totally get that. That's. Yeah, that for a lot of reasons, I could see that there be there would [00:17:45] be limitations on what they can potentially, their ceiling in China, what they can do there.Art: And so that makes if they have the fundamental technology that may totally make sense that they would be looking to move out or sooner rather than later. Yeah. And it also begs the question where, you know, The whole [00:18:00] domicile of these companies and, like moving around, is it Singaporean companies and Chinese company?Art: You can, of course you can say the same thing about U. S. companies, right? That so many multinational quote U. S. companies get less than half their revenue from the U. S. And so [00:18:15]what does that make them, right? So many French. Fashion companies make much more money in China than they make in Europe.Art: So are they a Chinese fashion brand or are they, L'Oreal or something like that? Certainly if you ask them, they would never say so, but knowing some people that work at L'Oreal [00:18:30] but yeah I, it's, And I guess that gets to my, my, my next question, of the the solar panel example and the potential for dumping anti dumping countervailing duties on on exports to the U S and [00:18:45] E and EU potentially, how much, cause that's so much of a must be so much of what goes into your analysis of, for your, and advice for your clients.Art: Do you ever, Market that as [00:19:00] it's not necessarily like a standalone like service Hey, we also offer this political risk advisory bucket of us as a service, or it's just always part of what you do. You don't have to break it out as a separate kind of business line or separate cut because there are firms that's [00:19:15] clearly this do that, right?Art: So I don't know if you're thinking of integrating that kind of a service into what you already do. Pilar: Yeah, I wouldn't say we do it to the degree of the risk factors that a company like control risks, for example, might do, or even a law firm [00:19:30] like yours. But when you talk about a go to market strategy, you will oftentimes find that the pestle analysis and what's going on with, political instability and perceptions of a Chinese entity coming into a certain [00:19:45] market. What? How will that withstand the test of time and built on that macroeconomic perspective on the industry and that market we then go ahead and build out some of the detailed strategic plan of how do you bring your product to [00:20:00] this market?Pilar: Who are the distributors? What's the channel? Who are the customers? The competition? Typical strategy engagement. What I will share, and I think that this is actually quite fascinating, is I recently had a Chinese client who was exploring the [00:20:15] U. S. market, and they asked us, as part of our go to market roadmapping, and again, like I shared in the beginning, We aren't extensive in the U.Pilar: S. But when we have Chinese clients who are working with our China team, and they have a U. S. element, they bring in our small team in the U. S. [00:20:30] to help them with this. And this client on a call, Chinese executive said, now, tell me when we're going through the site selection phase of this project.Pilar: We really need to understand what regions in the U. S. are [00:20:45] amenable to working with Chinese people. very much. And where are the risks the highest because of gun policy, these were, it didn't necessarily take me back, but it just it was not a typical question [00:21:00] when doing these kinds of risk analyses and.Pilar: Ability to work in a certain country, those are things that you just don't think of people being so concerned with, but it was a legitimate fear and a legitimate. Component that went into the decision [00:21:15] making process for this company of where do we even want to go? Is it Texas, Alabama or Minnesota?Pilar: And. The reasons we're not just, an Excel spreadsheet rationale of a cost savings benefit analysis. So it comes into a lot [00:21:30] more of the social factors of how these. Foreign companies are starting to invest to Art: well, that's interesting. I have, I don't know if I've heard exactly that kind of a question, but I have heard that kind of it's I'm no longer [00:21:45] surprised if that came up either in a client inquiry, you and I probably think why is that so relevant?Art: We're not to diminish the, not to diminish that there is a real, Problem there with crime and gun violence and all of that sort of thing, but wouldn't necessarily. Yeah, [00:22:00] you and I wouldn't think of that as being a material factor in deciding, like you said, site selection. But yeah, Pilar: more generally, Art: yeah, things have changed.Art: There's a couple things there. One is I think there's probably a sensitivity more broadly to, [00:22:15] especially from Chinese companies or any international companies of how they'll be perceived in the local community, right? And so culturally they'll fit in. And so for that, so that's relevant. Whereas maybe we wouldn't think that should be relevant.Art: But these days, it maybe it [00:22:30] is. And so some states, like you said, Texas might be a little more open these days to foreign to, to companies coming in with foreign investment than others. And then you've got, That's would go back to what we said more at the top of this whole perception [00:22:45] versus reality.Art: Again, got crime and gun violence is definitely a problem. That's that is a reality. But maybe the perception in, let's say, China of how bad things are in the US, it could be even worse. So that we're [00:23:00] all somewhat of and we're the same way here. We're all a bit of a victim of. Where we get our information from, right?Art: So Pilar: absolutely. Art: Yeah. I was, cause, cause I've, I, we've talked about some of the clients that you've worked with anonymously. We've talked about some of the [00:23:15] clients you've worked with before since stories I've heard one to one talking with you over coffee, but I thought it would be great if you could share with our audience any more specific examples of.Art: How you walk the client through the whole process, [00:23:30] right? Because I think What you do, of course, is very valuable, but still, there's probably, and I expect, especially with Chinese clients, there's still some, a bit of a learning curve for them. On how the value they get from working with you.Art: So I'd be curious [00:23:45] how you what's the typical process, especially for a new client coming on board, how you help them solve the strategic problem. Pilar: Yeah thank you for the question. I think. With the clientele makeup that we have, as I mentioned before, Western clients, and I put [00:24:00] Japan in that bundle and let's just for argument's sake, put India in that bundle too, probably represent about 80 to 90 percent of our clients.Pilar: So our volume of Chinese clients is small, but growing mightily which I'm very proud of. So taking it from the perspective of [00:24:15] that larger massive clientele who come to us, they typically come to us and their problem statement is, I need to grow. The only region geographically that's growing for our industry is Asia Pacific.Pilar: Help me figure out how to crack [00:24:30] that. And many times, especially with multinationals, they've got a very solid footprint already. It's not as if they need the one on, what is India's GDP and population? What they're really after is, you know, help me [00:24:45] understand how to compete locally, and this is becoming more and more relevant for our China clients as well.Pilar: So the kind of services that they are looking for that we often are being asked to support them in is both [00:25:00] formulating that strategic plan. And then actually delivering it, so what that turns into is sitting down with the client and saying, let's get a both an inside out and an outside in perspective.Pilar: Let's understand your business operations, [00:25:15] understand your business model. Look at what your core services are. How do we expand that core and grow beyond it? Whether that means other products, other geographies, other partners, and then how do we even go well beyond that core for the [00:25:30] future, 10 to 15 year vision?Pilar: And that might be, going into something that is so foreign to what they are today. If they're an HVAC company, for example, going beyond the core might mean, okay, let's go from, Heating and venting and just air conditioning units [00:25:45] into something like building security. That's adjacent, but then what would be way out there?Pilar: Maybe we can start getting into, artificial intelligence for temperature controls in cities where [00:26:00] climate change is affecting the way in which those the air quality and pollution is working. But, that's moonshot. So we, they come to us and say, how do we grow the core, expand the core and go well beyond the core?Pilar: And what are some of those immediate? [00:26:15] Activities that we need to take on. So those initiatives take anywhere from, 2 to 4 months and it's very intensive because like I said, inside out means we talk with client outside in means we're going out and doing field research. So we're speaking with their [00:26:30] customers and competitors to really get a perspective of the market, because as I like to say, to my clients, your opinion on what you should do while possibly interesting is totally irrelevant.Pilar: The market is what matters. So we're always [00:26:45] telling our client. You have to understand what your customers are after and where they're going instead of just forcing your opinion, which is probably very closely aligned to be fair, but you really need that outside in. Once we have that whole [00:27:00] map identified, we build out the whole execution plan.Pilar: We then go into delivery mode and that delivery mode looks a lot like a business transformation exercise. It's. Activating anything from a sales and marketing [00:27:15] perspective. It's implementing some organizational changes, adopting a new digital strategy and technology innovation program within that company as well.Pilar: And that's all done under kind of our guidance and leadership to carry that through. And that's really [00:27:30] where the value is. We have a tagline that you'll find on our website that's called Strategy Delivered. And that's exactly what it is. It's the delivery of that strategy or a strategy they've already defined elsewhere.Art: Got it. Okay. [00:27:45] That's fantastic because I, I can I can tell just by going on the website that you have these wonderful testimonials, which I'm sure it didn't take too much prodding to get from your clients because they've seen, they all seem quite happy with the work that you've done at this.Art: That's what [00:28:00] struck me as I don't see many firms with that many amazing kind of testimonials on their site. So it's just a tribute to the work that you guys do. And the last thing I wanted to touch on because I know speaking of your firm, I know historically so much of The work that you've done over the years has been M.Art: N. A. [00:28:15] Related and, and the testimonials also speak to that. So I wonder if you could comment a bit about obviously M. N. A. or globally has slowed down. As you mentioned, the interest rates changing, increasing over the last few years, and [00:28:30] I'm sure that's 1 of the primary factors. D.Art: What are you seeing? Any trends in the region as far as M. N. A. Activity and. And who is active and who and how things may or may not change in the near future. Pilar: Yeah, no, I think you've hit on [00:28:45] it and just, 1 of the things I was looking into is just as far as Chinese M& A deals and how they have slipped.Pilar: It's been pretty severe. So when you look at M& A deals in 2023, they were at about 2, 500, according to [00:29:00] S& P. When you look at 2022, the year before, they were. At 2, 598. There it's just, it's a small decline, but it's definitely directional and going in that area. And in 2019, they were the lowest for [00:29:15] the whole decade at.Pilar: Just at 2, 500 this seems to be the sweet spot number for the last 5 years. What. We anticipate is we do see a little bit of uptick in our M and a practice. But it is, again, industry [00:29:30] centric, so some of the categories where we see it is energy. So some of our clients in the energy space, whether it be oil and gas, new energy, battery storage and energy transmission and then also on [00:29:45] the telecom media and technology, the sector that seems to be driving as well.Pilar: There's also, in terms of our anecdotal experience, automotive, we're seeing quite a bit, and we would actually bundle the EV piece under there, more so [00:30:00] than energy, but on that mobility piece, just to give you a case example, we are working right now on 2 separate deals tied to China, and it's 1 of them is, On the buy side, the other on the sell [00:30:15] side.Pilar: So on the buy side, it's in the automotive aftermarket, and this, sheds light on foreign companies open to and willing to invest in acquiring Chinese players. Not opposed to finding a Chinese [00:30:30]company that would be a good fit from, A product standpoint for export, a product standpoint from getting deeper into the market.Pilar: So it's to hit both. The valuations Art: are probably pretty attractive these days, especially for Chinese. That are pegged to the Chinese [00:30:45] capital markets for P ratios and stuff, so forth. Pilar: Exactly. Exactly. And then, on the sell side example, we've got one company that does have a plant there and in.Pilar: Latin America, and they are in the process [00:31:00] of trying to explore not for geopolitical reasons, purely just owner ready to exit. They are also looking to explore potential buyers from anywhere in the world, and they have their hypothesis is we believe the buyer should be a Chinese buyer. [00:31:15] And that's been an aggressive play on the sell side.Art: And, for those kind of I'm curious how you work with folks because a lot of these companies in Asia that you might be working with and are acquisitive [00:31:30] in these days are they green at all? Do you have to walk them through more of the process as far as, how you, you think about going about a deal and on, then on the backend, getting ready for the, the post merger integration.Art: How has your team traditionally [00:31:45] helped companies, let's say maybe that are a little less experienced in M& A. Pilar: Yeah, there's, there is a bit of the not just on The tactics of acquisition and deal transaction, but also on the on the landscape of the markets that we're [00:32:00] talking about.Pilar: So sometimes when the remit or the mandate is a pan Asia, and we showcase Indonesian company, a Thai company, a Chinese company, and a Japanese company, there's a separate section outlining, here's a Japanese. [00:32:15] that you need to be aware of on top of, everything else. So that's something to be thinking about with regards to helping companies do this.Pilar: It's actually quite common that the individuals within these organizations that are working [00:32:30] on these deals come with enough background in, in transactions, whether they're bankers themselves and they've just gone in house. Or that they've done deals within the company before and they just get it.Pilar: Or a third example is they may be private equity owned. And so they're [00:32:45] having the PE guys get involved in the project. So either way, the amount of education possibly needed and how the transaction works isn't necessarily something that we're finding ourselves having to do. I will share though, that on the post merger [00:33:00] integration, that's a key core competence of ours.Pilar: And that's, Essentially, when you look at our founder and I started, I gave you that whole Japanese background, but our founder, Japanese gentleman by the name of Yuki Ishida, he actually is former Goldman Sachs guy. [00:33:15] So he's Columbia university educated, spent a lot of time in the States, but has that knack for investments.Pilar: And so when YCP was first started, it was all on the concept of Taking M& A deals [00:33:30]and then helping them implement and integrate and realize the synergies that they went after in the first place. So we go through and do PMI all the time with clients. And what I think is most telling is we ourselves are quite acquisitive and [00:33:45] having done, on record, I think we've probably finished about.Pilar: three, maybe four deals in the last two years. So we ourselves walk our talk. We have a very structured methodology. How does the first hundred day plan go? How many BD [00:34:00] interactions do you have? What's the HR and the closing activities? So it's it's kind of part of our DNA. But when talking about, what are clients doing in China right now with regards to M& A, I think that there is definitely heightened interest again and it's [00:34:15] encouraging to see because, like you said, the valuation is there, but I would argue that it's probably some of the smaller sized companies that don't have to go through so many hoops to jump through in the boardrooms at your fortune fifties, where they've got a little bit of a concern around [00:34:30] making deeper investment in China.Art: That makes sense. But no, nevertheless, you guys are well positioned I think, I would guess, especially because you have your DNA in Asia and the deep experience there and that focus there. I imagine the PMI is, so much of it is [00:34:45] just as much kind of the cultural integration as it is anything else, and that put, I can't think of anyone, more focused than you guys on in Asia.Art: So I think that's probably, it's another thing that makes you guys stand out. To help on that part of the process. Pilar: [00:35:00] Thanks. Art: Yeah I think. Pilar I think people listen to this, there's going to be no shortage of people that want to reach out and it could be anywhere from an inquiry, about potential, potentially helping them or or, other ways to work with you.Art: What is [00:35:15] traditionally the best way people can reach out to you? Is it LinkedIn or go to the, your website or how should people contact you? Pilar: Yeah, that's a great question. And both are very valuable. So my LinkedIn is publicly available. I encourage people to follow up with [00:35:30] me.Pilar: I'm quite responsive there. And then also, yes, our website does have. Direct access with reforms to to reach our team and your inquiries, if they are specific to a certain geography or a certain industry. Are directed to the [00:35:45] most appropriate partner within our firm. As you mentioned, there's about 400 plus people in our organization and we've got well over 20 partners.Pilar: So there's a lot of industry specialization and there's also a lot of geographic specialization. And I'm always happy to make sure that you're [00:36:00] connected to the right folks as well. Art: Great. Thanks Pilar for joining. It's been fascinating. I think we hit on a lot of topics that, that are really hot and in the news these days.Art: And I think the audience will get quite a bit out of listening to this episode.Pilar: Art, like I said at the beginning, I was, I've been looking forward to [00:36:15] this. So thank you for making it happen. And we're excited to be partnering and collaborating with you.Pilar: So congratulations on this great podcast program. You've been developing and driving for the last few years. Art: Thanks. Much appreciated. Thank you again for coming on the show. https://www.asiabusinesspod.com/
Discover the engine driving Microboard's growth as I, Philip Stoten, sit down with Owner and CEO Nicole Russo at Apex 2024 to share the strategies that have fortified client relationships and spurred innovation. We navigate the complexities of supply chain upheaval, discuss how financial acumen and cutting-edge tech are revolutionizing operations, and reveal how diversity in the workforce—bolstered by automation and upskilling—strengthens the backbone of Microboard's expansion.Hear how strategic foresight and selective partnerships have kept Microboard's sails full in the choppy waters of the EMS sector. We dissect their commitment to sectors like defense, medical, and telecom, and how these shield them from the industry's inventory bubbles. Hear first-hand from Nicole about the impact of global events on the demand for defense products, and how incidents, like the one involving Damar Hamlin, surge interests in markets such as AEDs. This episode, filmed on location at APEX24, offers a deep dive into the symbiosis of OEM relationships and Microboard's future-directed vision for growth.Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Adaptable Automation Specialist Launchpad.build (https://launchpad.build).You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
Hello, and welcome back to another insightful episode of the Sustainable Supply Chain Podcast. Today, I had the pleasure of speaking with Madhu Hosadurga, Head of AI Internal Offers at Schneider Electric, who shared his extensive expertise on integrating AI into supply chain management to drive sustainability and efficiency.Madhu detailed the multifaceted approach Schneider Electric employs, focusing on ecological, economic, resilience, and social dimensions of sustainability. He highlighted how AI has revolutionised their operations, from improving energy consumption forecasting to optimising inventory and enhancing quality control across their global factories.A significant point of discussion was the role of AI in making Schneider's supply chain not only more efficient but also more adaptable to unforeseen challenges. Madhu shared how AI-driven strategies have led to better planning and a remarkable ability to maintain high standards even amidst global supply uncertainties.We also touched on the future of AI in this sector, including the integration of large language models which can manage and interpret extensive data sets, further enhancing decision-making processes.If you're looking to understand the practical applications of AI in enhancing supply chain sustainability, listen in!For further insights and discussions, connect with Madhu on LinkedIn.Don't forget to check out the video version of this episode on YouTubeElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Sirva SoundbitesExplores the latest trends and topics on global talent mobility and the future of work.Listen on: Apple Podcasts SpotifySupport the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Luis Olavarria Alvaro Aguilar And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Digital Supply Chain episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Andreas Andrea is a seasoned supply chain and logistics professional with extensive experience in the industry. He began his career at McMaster-Carr Supply Company, an industrial supply company known for its efficient operations and same-day delivery capabilities. Andreas then worked at Vans, where he gained valuable experience in warehouse management and global supply chain operations. He later joined FabFitFun, an e-commerce company, where he played a crucial role in navigating the challenges of the COVID-19 pandemic and implementing strategies to ensure smooth logistics operations. Currently, Andreas works at Murad, a skincare company in the Unilever Prestige group, where he oversees the logistics, warehousing, inventory, and order management teams.SHOW SUMMARYIn this episode of eCom Logistics Podcast, Andreas Andrea shares his journey in the supply chain and logistics industry, highlighting his experiences at various companies and the lessons he learned along the way. He discusses the importance of understanding the end-to-end supply chain and the role of technology in optimizing operations. Andreas also emphasizes the need for resilience and contingency planning in the face of carrier failures and the challenges posed by seasonal e-commerce shipping. He provides insights into his role at FabFitFun during the COVID-19 pandemic and the strategies implemented to diversify carriers and ensure successful peak season operations. Andreas concludes by discussing the significance of effective communication and collaboration between brands and 3PL partners.HIGHLIGHTS[00:00:00] Introduction to the podcast and guest, Andreas Andrea[00:08:33] Taking a risk on a small regional carrier that ultimately failed[00:10:19] Starting the direct import program at FabFitFun[00:13:25] Delays in delivery during winter 2020 due to carrier issues[00:15:41] Developed reporting to track carrier performance and hub backups[00:17:09] Successfully managed carrier failures during peak season[00:20:18] Bala Bangles experienced a surge in demand during COVID[00:32:04] Importance of assessing logistics partners in light of their failuresQUOTES[00:00:26] "Logistics partners will always fail. That is a fact of life. Your carrier, your three tier. Any other partner that you're working with will always fail."[00:30:09] "Your carrier, your 3PL, and any other partner they are working with will always fail. Your job is to judge them and assess them in light of that failure."?[00:34:47] "You have to really manage and let them know that failure happens and they have to be comfortable with the fact that there will be a failure."Find out more about Andreas Andrea in the link below:LinkedIn: https://www.linkedin.com/in/andreasandrea/
How can companies prepare for and respond to major supply chain disruptions like the recent ship collision that blocked a key US port? Tune in to this episode of Simply Trade to find out. This episode of Simply Trade discusses the impact of the recent ship collision that blocked the critical Port of Baltimore, as well as other supply chain disruptions from cyber espionage and shifting trade routes. Experts provide advice on insurance, contingency planning, cybersecurity, and diversification. Main Topics: - The Port of Baltimore disruption and its short- and long-term effects on importers, logistics providers, and other stakeholders - Preparing supply chains for resilience through insurance, planning, assessing risks, and flexibility - Strengthening cybersecurity defenses against threats like data theft through employee training and technology investments - Benefits of diversifying supply chain sources and routes to mitigate single-point failures Key Takeaways: - "Plan for replacing impacted commodities or shipments...assess impacts on other ports and supply chain nodes" - "Get cargo insurance to protect against unforeseen events" - "Implement cybersecurity measures like firewalls and encryption...conduct regular cyber risk assessments" Listeners will learn practical steps companies can take to prepare for unexpected disruptions through contingency planning, insurance, cybersecurity best practices, and diversification - helping make their international trade and supply chain operations more resilient. Enjoy the show! Find us on YouTube: https://www.youtube.com/@SimplyTradePod Host: Annik Sobing: https://www.linkedin.com/in/annik-sobing-mba-b226251a2/ Host: Andy Shiles: https://www.linkedin.com/in/andyshiles/ Host/Producer: Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/ Co-Producer: Mara Marquez: https://www.linkedin.com/in/mara-marquez-a00a111a8/ Contact SimplyTrade@GlobalTrainingCenter.com or message @SimplyTradePod for: Advertising and sponsoring on Simply Trade Requests to be on the show as guest Suggest any topics you would like to hear about Simply Trade is not a law firm or an advisor. The topics and discussions conducted by Simply Trade hosts and guests should not be considered and is not intended to substitute legal advice. You should seek appropriate counsel for your own situation. These conversations and information are directed towards listeners in the United States for informational, educational, and entertainment purposes only and should not be In substitute for legal advice. No listener or viewer of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from counsel. Information on this podcast may not be up to date depending on the time of publishing and the time of viewership. The content of this posting is provided as is, no representations are made that the content is error free. The views expressed in or through this podcast are those are the individual speakers not those of their respective employers or Global Training Center as a whole. All liability with respect to actions taken or not taken based on the contents of this podcast are hereby expressly disclaimed.
In this week's episode, Kevin and Tom are joined by Scott Costa, Publisher of the Electrical Distributor magazine (tED). Scott gives his unique insight to the importance of data-driven decisions in B2B marketing and the false allure of solely relying on intent data, emphasizing the need to focus on creating demand earlier in the process rather than just capturing existing intent. We also delve into the significance of resiliency in supply chains, particularly in the context of manufacturing and distribution: how can businesses adapt and innovate to navigate supply chain challenges effectively? Additionally, we explore the evolving landscape of e-commerce and marketing, touching on the complexities of B2B intent data and the considerations surrounding data maturity in organizations. Have you subscribed to our YouTube channel? Join us!Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
On this can't-miss season finale episode, we sit down with Nancy Wobig, Senior Director of Medical, Surgical, and Lab Contracting at Mayo Clinic--Supply Chain Management, for a deep dive into the heartbeat of healthcare supply chain excellence. With a rich career at the forefront of supply chain innovation, Nancy unravels the complexities of navigating the industry's most unique challenges, including the COVID-19 pandemic. From the art of strategic sourcing to the science of team dynamics, we'll explore how Nancy and her team leveraged the power of collaboration, innovation, and resilience to drive transformative change. Nancy's story is a testament to the power of leadership, vision, and a relentless commitment to excellence in shaping the future of the healthcare supply chain industry. Don't miss this blend of inspiration and forward-thinking strategies that promise to enrich your perspective and energize your team's approach to departmental challenges. Join us today! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! -- https://www.flexiquiz.com/SC/N/ps9-8 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #Leadership #Innovation #PatientCare
How are healthcare supply chains evolving post-pandemic, and what innovations are leading the charge? Find out in this exciting new episode from the Power Supply podcast, featuring Tom Coleman and Michelle Colacion from Deloitte Consulting. Drawing from their groundbreaking presentation at the annual AHRMM conference, Tom and Michelle join us to reveal the essential role frontline professionals play in supply chain resilience and innovation. Tune in as we explore how the pandemic has been a catalyst for change, prompting healthcare organizations to rethink inventory management, reshape supplier relationships, embrace cross-collaboration, and leverage new technologies. We'll not only look back at the challenges overcome but also chart the course for a future where supply chain resilience is paramount. Join us for this thrilling adventure into the future of healthcare supply chain! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! -- https://www.flexiquiz.com/SC/N/ps9-3 #PowerSupply #Podcast #AHRMM #AHVAP #HealthcareSupplyChain #Resilience #Innovation
Hello, Sustainable Supply Chain enthusiasts! It's Tom Raftery here, and in today's episode, I had the pleasure of chatting with Steve Yurko, the CEO of apexanalytix.We delved deep into the intricate world of supplier management, a cornerstone of any thriving supply chain. Steve's expertise shone as we discussed the pivotal role of supplier information, risk, and working capital opportunities. It's fascinating how apexanalytix utilises AI and large language models, not just for operational efficiency but also for ensuring resilience against prevalent risks like email compromise and bank account fraud.A highlight of our conversation was the evolving landscape of ESG (Environmental, Social, and Governance) compliance. Steve's insights into how technology is shaping sustainable supply chains were particularly thought-provoking. He emphasised the growing importance of cybersecurity, detailing how apexanalytix helps large organisations navigate these challenges effectively.Steve's perspective on how supply chain sustainability and transparency can evolve into a competitive advantage was especially compelling. He underscored the blend of compliance and innovation driving this transformation, highlighting the proactive role of technology in fostering sustainable practices.This episode is a must-listen for anyone keen to understand the role of technology in enhancing supply chain sustainability and security. So, tune in, absorb the insights, and join us in our journey towards more resilient and responsible supply chains.And remember, your feedback makes this journey more enriching. Let me know your thoughts and questions – let's keep the conversation going!Don't forget to check out the video version of this episode on YouTube Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Krishna Kumar Christophe Kottelat Olivier Brusle Alicia Farag Joël VANDI Luis Olavarria Alvaro Aguilar And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Digital Supply Chain episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
A President's approval rating is often a reflection of Americans' attitudes on the economy. That's why President Biden has been traveling the country attempting to assure Americans that the economy is doing well. Earlier this week, he convened the first meeting of the White House Council on Supply Chain Resilience. Chair of the White House Council of Economic Advisors Jared Bernstein discusses his work on the new council and outlines the administration's strategy to tamper down on inflation. Florida Governor Ron DeSantis (R-FL) and California Gavin Newsom (D-CA) went head-to-head during the Red State-Blue State Debate moderated by Sean Hannity earlier this week on the FOX News Channel. The pair took the stage to spar over both states' differing politics. However, it remains unclear whether or not the debate helped or hurt Governor DeSantis, who is actively running for president. Republican Miami Mayor Francis Suarez and Democratic Strategist and FOX News Contributor Leslie Marshall break down the governors' performances and evaluate each state's differing policies. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Rich Zeoli Show- Full Episode (11/29/2023): 3:05pm- Earlier this week, the sports blog Deadspin wrongfully accused a young Kansas City Chiefs fan of wearing blackface during the Chiefs-Raiders game on Sunday and of mocking Native American culture—angling the photo to only show half of the child's face and failing to note that the face paint was black and red, the team's colors. The social media platform X added a Community Notes correction to Deadspin's original, inaccurate, post. Even Elon Musk felt compelled to set the record straight, praising Community Notes for “exposing deception.” Today it was revealed that Holden Armenta, the child unjustly targeted by Deadspin, is Native American. You can read more here: https://www.dailywire.com/news/mother-of-young-chiefs-fan-accused-of-racism-says-he-is-native-american 3:30pm- The Daily Wire announced the release of its next movie, “Lady Ballers,” which will be streaming on their website December 1st. The Daily Wire co-founder, and star of the film, Jeremy Boreing explained that theaters won't touch the film because it pokes fun at biological males competing in women's sports. 3:40pm- Johnny Oleksinski writes that “Hollywood is finally being punished for its creativity rut”—noting that although 15 movies released in 2023 had budgets over $200 million, only one went on to earn a profit. You can read the full article here: https://nypost.com/2023/11/28/entertainment/hollywood-is-finally-being-punished-for-its-creativity-rut/ 3:50pm- Jamie Frevele of Mediate writes, “Jamie Dimon, CEO of JPMorgan Chase, spoke at The New York Times DealBook Summit on Wednesday and confirmed to the crowd that he'd been in talks with Republican presidential candidate Nikki Haley. Not only that, he was also trying to get other business leaders on board to support her in 2024.” You can read more here: https://www.mediaite.com/election-2024/jamie-dimon-reveals-hes-been-talking-with-nikki-haley-and-is-trying-to-rally-business-leaders-around-her-candidacy/ 4:05pm- Paul Thacker—Investigative Journalist & former Fellow at the Edmond J. Safra Center for Ethics at Harvard University—joins The Rich Zeoli to discuss his latest report, “Congress Must Hold the CDC Accountable for Cozy Ties to Pharma.” Thacker writes, “why won't congressional investigators force the CDC Director to explain why Pfizer and Moderna's PR firm is embedded at the agency's vaccine center?” You can find this report, and all of Thacker's work, at his Substack— “The Disinformation Chronicle”: https://disinformationchronicle.substack.com/p/congress-must-hold-the-cdc-accountable 4:25pm- While announcing the creation of the Council on Supply Chain Resilience, President Joe Biden blamed increased prices on “price gouging.” On Meet the Press this weekend, panelist Leigh Ann Caldwell of The Washington Post said that “Bidenomics has become a negative word…because it's not working.” 4:30pm- Abigail Anthony of National Review writes: “Sieged Security, which describes itself as a group of ‘gay furry hackers,' recently infiltrated a leading U.S. nuclear-research facility and obtained sensitive personal data. The group claimed responsibility for the attack in statements on public forums. ‘Meow meow meow meow meow meow meow,' the group wrote.” You can read Anthony's full article here: https://www.nationalreview.com/news/gay-furry-hackers-breach-u-s-nuclear-research-facility/ 4:45pm- Jason Snead—Executive Director of the Honest Elections Project—joins The Rich Zeoli Show to discuss his new book, “The Case Against Ranked-Choice Voting.” You can learn more about the Honest Elections Project here: https://www.honestelections.org. And you can find Snead's book here: https://www.encounterbooks.com/books/case-ranked-choice-voting/. 5:00pm- According to a report from Emily Joshua of The Daily Mail, the United Nations Food & Agriculture Organization (FAO) is “expected to call on Western countries, including the U.S., to drastically reduce meat consumption to combat climate change” during its climate change conference in Dubai starting later this week. In a clip that has gone viral on social media, a panel at the World Economic Forum discusses the possibility of creating a breed of mosquitoes whose bite would be engineered to make humans intolerant to meat—ultimately decreasing the consumption of meat and reducing global warming, theoretically. You can read more here: https://www.dailymail.co.uk/health/article-12800019/meat-consumption-climate-change-global-emissions.html 5:20pm- The Washington Post published a particularly disturbing piece indicating that there is a rise in sexual fetishes that revolve around political polarization. If you are feeling brave, and have a strong stomach, you can find the full article here: https://www.washingtonpost.com/style/of-interest/2023/11/28/sexual-fetish-trump-political-kink/ 5:55pm- Rich Zeoli hosts The Mark Levin Show!
The Rich Zeoli Show- Hour 2: Paul Thacker—Investigative Journalist & former Fellow at the Edmond J. Safra Center for Ethics at Harvard University—joins The Rich Zeoli to discuss his latest report, “Congress Must Hold the CDC Accountable for Cozy Ties to Pharma.” Thacker writes, “why won't congressional investigators force the CDC Director to explain why Pfizer and Moderna's PR firm is embedded at the agency's vaccine center?” You can find this report, and all of Thacker's work, at his Substack— “The Disinformation Chronicle”: https://disinformationchronicle.substack.com/p/congress-must-hold-the-cdc-accountable While announcing the creation of the Council on Supply Chain Resilience, President Joe Biden blamed increased prices on “price gouging.” On Meet the Press this weekend, panelist Leigh Ann Caldwell of The Washington Post said that “Bidenomics has become a negative word…because it's not working.” Abigail Anthony of National Review writes: “Sieged Security, which describes itself as a group of ‘gay furry hackers,' recently infiltrated a leading U.S. nuclear-research facility and obtained sensitive personal data. The group claimed responsibility for the attack in statements on public forums. ‘Meow meow meow meow meow meow meow,' the group wrote.” You can read Anthony's full article here: https://www.nationalreview.com/news/gay-furry-hackers-breach-u-s-nuclear-research-facility/ Jason Snead—Executive Director of the Honest Elections Project—joins The Rich Zeoli Show to discuss his new book, “The Case Against Ranked-Choice Voting.” You can learn more about the Honest Elections Project here: https://www.honestelections.org. And you can find Snead's book here: https://www.encounterbooks.com/books/case-ranked-choice-voting/.