Podcasts about ta associates

KatRisk, the leading provider of catastrophic risk modeling software to the insurance and financial services industries, is pleased to announce the acquisition of Gamma, a pioneering company in location intelligence and property-level risk assessment. This strategic move bolsters KatRisk's expertise in risk analytics, enabling the delivery of more precise insights and next-generation technologies that drive smarter decisions. Established in Dublin, Gamma has built a reputation for delivering trusted property-level risk data. Its flagship platform, Perilfinder, is a widely recognised address-level risk assessment, exposure management, and underwriting solution developed in partnership with some of the world's largest general insurers. With this acquisition, KatRisk will integrate Gamma's expertise in property-level visualisation, providing clients with intuitive map-based risk insights, dynamic dashboards, and enhanced spatial analytics. The ability to visualise risk at the property level, from flood, wind, and wildfire exposure to other peril data, will provide insurers with unparalleled clarity in risk selection and portfolio management. "Our acquisition of Gamma is a major step forward in our mission to provide the most comprehensive, high-resolution risk data available," said Brandon Katz, EVP of Strategy at KatRisk. "By combining our catastrophic risk models across floods, storms, and fire with Gamma's location intelligence capabilities, we will deliver an even more powerful suite of tools that improves risk selection, reduces loss ratios, and enhances underwriting efficiency." "The combination of Gamma and KatRisk represents an exciting opportunity for our customers and partners," said Feargal O'Neill, CEO of Gamma. "Joining KatRisk gives us access to the world's leading catastrophe modelers, while opening global markets for Perilfinder. Together, our combined strengths in catastrophe modeling and location intelligence will empower insurers and underwriters to make smarter, faster risk decisions with greater confidence." The acquisition of Gamma reinforces KatRisk's commitment to advancing innovation, deepening technical expertise, expanding global reach, and solidifying its position as a market leader in catastrophe and property risk analytics. Together, KatRisk and Gamma bring proven capabilities across continents, with a strong track record in North America and Europe. This milestone builds on the strategic backing of KatRisk and its parent company, Technosylva, by TA Associates and General Atlantic BeyondNetZero, reflecting a shared commitment to delivering scalable, data-driven climate resilience solutions. See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Today's teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industry, chances are Jackie helped to shape and give rise to the professional world you inhabit. In 1978 at the age of 40, and with her only professional experience to date being a few years of substitute teaching, Jackie joined TA Associates, the largest venture capital firm in the world at that time. Within just a few years, she would revolutionize her industry, effectively originating the concept of cold calling profitable bootstrap technology companies not actively looking for funding. While the concept seems so simple, this truly was a radical innovation and in effect pioneering the art of looking for talented people in companies that don't necessarily want to be found, sparking a movement that created what we now know as growth equity. As if that's not enough, Jackie was also one of the very first investors of any kind to recognize the inherent business quality of software companies. Over the next two decades, as software would begin to eat more and more of the world, Jackie would have a front row seat as one of the most important capital partners to the industry. This is Jackie's first podcast of any kind, and we feel so honored to bring this conversation to you, mainly because hers is a story that merits so much more attention. Please enjoy this class with the queen of software, Jacqui Morby. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. Go to eightsleep.com/joys for $350 off.  —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick  | @PaulBuser | @JoinColossus Show Notes (00:00:00) Learn About EightSleep (00:05:00) Introduction to Jacqueline Morby: The Queen of Software (00:06:35) Early Life and Education (00:07:44) Jacqui's Family Life and Early Career (00:11:04) Joining TA Associates and Industry Innovations (00:13:13) Early Days at TA Associates (00:15:17) Impact of Teaching and Overseas Experience (00:16:52) Pioneering Cold Calling in Venture Capital (00:19:05) Cold Calling Success Stories (00:23:17) Missed Opportunities and Big Wins (00:25:45) Investing in Software: A Revolutionary Idea (00:40:07) Philanthropy and Cure Alzheimer's Fund

Sage kicked off the holiday week by announcing its results for the year ended September 30th, 2024. Certinia announced an investment from TA Associates, a global private equity firm with a track record of scaling growth in technology companies, to support its continued growth. ECI Software Solutions celebrated its 25th anniversary, recognizing the major milestones achieved since its inception. Intuit, Inc. announced the launch of Intuit Assist for QuickBooks, a generative AI-powered financial assistant that transforms how businesses run and grow their business.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of Deciphered, host Jeff Tijssen, partner and global head of Fintech, Bain & Company, is joined by Mike Cashman, partner at Bain & Company, Nik Milanović, founder of This Week in Fintech and general partner at The Fintech Fund and Clara Jackson, director of investments at TA Associates, to discuss if we're about to witness the great Fintech rebound.Timestamps:04:36 From Turbulence to Triumph: Are We About to Witness the Great Fintech Rebound?06:24 Are there any changes to how Fintech companies are being evaluated for investments?08:01 How have growth investors and private equity firms been looking at the industry?09:04 Early stage venture capital11:02 Fintech funding in 202412:50 What's giving companies confidence in pushing for IPOs?15:52 Interesting sub sectors in the current market20:28 What makes a great Fintech company to invest in?24:30 Are there any particular countries where Fintech is flourishing?26:25 Outlook for 202530:34 One piece of advice for investorsPlease subscribe to the show so you never miss an episode, and leave us a review if you enjoy the show!You can find Jeff Tijssen hereYou can find Mike Cashman hereYou can find Nik Milanović hereYou can find Clara Jackson hereFor more insights from the Deciphered podcast, visit the page on Bain's website

Welcome back all! Today, I sat down with ⁠Justin Silver, ⁠co founder of⁠ Aavrani!⁠ Justin deep dove into his personal journey as a founder and how he was able to push through the typical expectations of going into investment banking post college and instead find happiness and success through other endeavors which led to building Aavrani. Justin is a passionate brand builder, investor, advisor, coach, and mentor. He has experience in growing digital-first prestige and luxury brands through e-commerce, retail, and wholesale. Featured in the New York Times, Allure, Vogue, and more, the brand currently offers skincare and recently launched hair and scalp care. Before starting AAVRANI, Justin was an early stage consumer investor where he partnered with entrepreneurs to help scale their businesses. He invested in beauty, food, and beverage companies including one that was acquired by Unilever for $500M in 2019. Prior to consumer investing, Justin was a private equity investor at TA Associates in Boston. Justin started his career in the Mergers and Acquisitions group at Credit Suisse in New York City. ⁠⁠

Welcome back all! Today, I sat down with Justin Silver, co founder of Aavrani! Justin deep dove into his founder journey and how he was able to push through the typical expectations of going into investment banking post college and instead find happiness and success through other endeavors which led to building Aavrani. Justin is a passionate brand builder, investor, advisor, coach, and mentor. He has experience in growing digital-first prestige and luxury brands through e-commerce, retail, and wholesale. Featured in the New York Times, Allure, Vogue, and more, the brand currently offers skincare and recently launched hair and scalp care. Before starting AAVRANI, Justin was an early stage consumer investor where he partnered with entrepreneurs to help scale their businesses. He invested in beauty, food, and beverage companies including one that was acquired by Unilever for $500M in 2019. Prior to consumer investing, Justin was a private equity investor at TA Associates in Boston. Justin started his career in the Mergers and Acquisitions group at Credit Suisse in New York City.

KatRisk is a catastrophe modelling company providing global inland flood, storm surge and windstorm loss assessments for some of the largest insurers, reinsurers and brokers in the world.  Taking a macrocosm approach, the company's models offer an open software architecture, allowing users to better understand correlated risks and to make modifications to suit specific needs. Matthew Grant caught up with Dag Lohmann and Brandon Katz on the company's development such as taking on strategic investment from TA Associates, and the challenges that come with modelling correlated risks such as tornadoes, tornadoes, straight-line winds and more. Key talking points: The journey to strategic investment Innovating catastrophe modelling with advanced technology Client collaboration and transparency: a core ethos Leveraging high-resolution models for underwriting and risk assessment The future of catastrophe modelling and climate reporting Looking ahead: expansion and new developments If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. To find out more about InsTech, our membership and offerings visit www.instech.co or contact us hello@instech.co Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Define how correlation has changed the methods catastrophe modelling is conducted Identify the different types of government bodies that work alongside catastrophe modellers and why Summarise why catastrophe modelling tornados is difficult and why granularity of data can help If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 300 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Kavita Sahai, CEO & Founder at K Sahai, shared the story behind her title with us on April 24, 2024.Kavita has over two decades of professional experience, with a background in investment banking, private equity, startup consulting, entrepreneurship, and education. After working as an Investment Banking Analyst at Wachovia Securities, they transitioned to private equity, serving as a Growth Equity Fund Executive at TA Associates and a Consumer Product Turnaround Fund Associate at Sun Capital Partners.Later, they worked as a Head of Channel Development for BackOps and a Growth Consultant for Have BIGplans, LLC. In 2016, they became the CEO and Founder of their own company, K Sahai, and is still currently in that role. Sahai also spent four years as an Adjunct Professor at Lynn University, where they co-created the entrepreneurship curriculum and annual business plan competition. Throughout their career, Sahai has executed on mergers and acquisitions, structured debt and equity transactions, and developed turnaround and restructuring strategies for distressed portfolio companies.SUE SAYS"I sit down with Kavita Sahai to talk about her years in Saudi Arabia, her large conservative Indian family, growing up with the desire to challenge tradition and her decision to leave a successful corporate career for entrepreneurship."Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Voilà comment les négociations pour le rachat de kid'S cool au Groupe Babilou ont commencé entre ces 2 réseaux de crèches, leaders de leur secteur.Jonathan Cyrot, co-fondateur de Kid's cool,  que j'ai eu le grand plaisir de recevoir dans ce nouvel épisode de Une Cession Presque Parfaite, va nous raconter toute la genèse de Kid's Cool jusqu'à la cession au Groupe Babilou en 2017. Faut dire que le deal est très original. « A l'ancienne ». Pas de formalités, pas de process compétitif mis en place. Pas de banque d'affaires mandatée. Juste une poignée de main, un audit rapide et un une grande confiance mutuelle entre Jonathan Cyrot, son associé Gabriel Ben David, et Rodolphe Carle, PDG de Babilou.Cette confiance, renforcée par leurs antécédents de cessions réussies, ainsi qu'une véritable fidélité entre l'acheteur et le vendeur, ont permis de franchir cette étape sans trop de stress ni de péripéties.Fondé en 2009 par Gabriel Ben David et Jonathan Cyrot, tous deux diplômés de l'Essec, Kid'S Cool se positionnait lors de la cession comme le septième réseau national de crèches privées, comptant près de 600 berceaux répartis dans un réseau de 22 établissements et employant alors près de 200 collaborateurs.Babilou, dirigé par Edouard et Rodolphe Carle est le N°1 français du secteur. Le Groupe qui a fait rentrer le fonds TA Associates emploie, avant le rachat de Kid's Cool, 4200 collaborateurs sur l'Hexagone, loin devant ses rivaux Les Petits Chaperons Rouges et La Maison Bleue.Et donc, dans cet épisode de 1h45, Jonathan va entre autres revenir sur :

Jason Mironov, Managing Director at TA Associates Partnering with PE firms is a great way to exponentially grow a business and reach new heights. However, there are considerations that must be taken into account, before taking PE capital. Fully understanding them will increase chances of success, in the attempt to unlock the full potential of the business. In this episode of the M&A Science podcast, Jason Mironov, Managing Director at TA Associates, discusses the pros and cons of taking PE capital. Episode Bookmarks 00:00 Intro 05:29 The Lack of Operating Experience 07:03 Pros of taking money from a private equity firm 11:01 Other factors to take money from PE firms 12:49 Cons of taking money from private equity 17:16 Focusing on IRR 22:10 Culture of focusing on numbers 26:54 Working with Unhappy CEO 30:06 Board control 35:33 Expectation for the Board Structure 38:30 Dilution for founders 42:53 How to build and preserve wealth 47:20 Approach on partnership 51:03 Handling Inbound Contacts 56:51 Creating value before partnership starts 01:03:15 Working with the founder 01:05:38 Pushing M&A to portcos 01:08:51 Founder Exit 01:16:01 Timeline of investment 01:20:26 Craziest thing in M&A  

In this episode, we speak with Srikanth Velamakanni, Co-Founder, Group Chief Executive & Executive Vice-Chairman of Fractal, a provider of artificial intelligence to companies. Fractal's businesses include:  Crux Intelligence , which provides AI driven business intelligence;  Eugenie.ai  for sustainability;  Asper.ai  for revenue growth management; and Senseforth.ai, conversational AI for sales and customer service. Since its founding in 2000, the company has raised more than $680 million from TPG, Apax, TA Associates and other notable investors and has empowered more than 100 Fortune 500 companies with its AI, data, and analytics-driven business strategies. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to subscribe.

Jordan Graft and Joe Lynch discuss freight has an identity crisis, which refers to rampant fraud and double brokering in the transportation business. Jordan is Founder and CEO of Highway, where he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. About Jordan Graft Jordan Graft is a seasoned entrepreneur and business leader with a passion for technology and transportation. As the Founder and CEO of Highway, he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. With a patent-pending identity engine and the most comprehensive carrier equipment data in the industry, Highway's Single Sign-On (SSO) for trucking identity service is revolutionizing the way carriers operate and interact with digital systems. Prior to founding Highway, Jordan served as the CEO of TriumphPay from 2018 to 2021, where he transformed the concept from a reverse factoring business into the first payments network in transportation, growing TriumphPay into the largest payer of freight invoices in the US. Before that, he co-founded CrateBind, a Dallas-based IT consulting and software development company that developed over fifty custom applications across various industries. Jordan also served as an investment professional with TA Associates, a global private equity firm in Boston, Massachusetts, and as an investment analyst for J.P. Morgan in New York City. Jordan's diverse experience has equipped him with the knowledge and expertise to lead Highway towards a brighter future in the transportation industry. About Highway Highway is a technology company focused on solving the digital identity problem in the trucking industry. They have developed a Carrier Identity engine that manages carrier identity and eliminates the risks of fraud and double brokering. Highway provides brokers with comprehensive data on carrier equipment to supercharge their capacity sourcing and vetting efforts. The company accelerates connections and drives engagement, making the industry more integrated, digital, and secure. Customers can identify the right carrier for every load, source with superpowers that give them the truth about a carrier's lanes and equipment and be warned of negative indicators discovered in public and private data sources. They can also connect their carrier network with speed and security, onboard new carriers with rightful owner validation and dispatch service detection and monitor carriers to enforce an all-new standard with automated compliance. Highway is transforming the trucking industry with their innovative technology and commitment to improving security and efficiency. Key Takeaways: Freight has an Identity Crisis Jordan Graft is Founder and CEO of Highway, where he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. Highway is a technology company solving the digital identity problem in the trucking industry. The company removes risk and friction between brokers and carriers with a Carrier Identity engine. Highway provides brokers with comprehensive data on carrier equipment to supercharge capacity sourcing and vetting efforts. The company accelerates connections and drives engagement to make the industry more integrated, digital, and secure. Customers can identify the right carrier for every load and be warned of negative indicators from public and private data sources. They can also onboard new carriers with rightful owner validation and dispatch service detection. Customers can monitor carriers to enforce new standards with automated compliance. Highway is transforming the trucking industry with their innovative technology. The company is committed to improving security and efficiency in the industry. Learn More About Freight has an Identity Crisis Jordan on LinkedIn Highway on LinkedIn Highway website The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

On this episode of DTC pod, Meghan joins Blaine & Ramon to discuss her move from the finance world to becoming one of the world's best operators and brand builders in the direct-to-consumer space. With her background in investing and a passion for consumer products, Megan noticed a gap in the market for innovative slip-on footwear and saw an opportunity to create something new.We cover:1. Gap in Slide Sandal Market2. Background in Finance and Investing3. Key Insights as An Operator4. Unique Angel Investor and Evergreen Fund5. True Botanicals Experience and Success6. Building Direct-to-Consumer First7. Utilizing Influencer Relationships for GrowthEpisode Timestamps:04:01 Meghan Higney's transition from finance to brand building.06:46 Discussing angel investor's support and focus on longevity.09:25 True Botanicals' success and marketing strategy evolution.15:01 Meghan's transition from finance to footwear passion.20:24 Key to success: growth, creativity, people operations.23:33 Comparing beauty and food industries' supply chain challenges.29:04 Journey to build best performance sandals.37:26 Discussing footwear production in Porto, Portugal.42:48 Reflecting on financial investments and business growth.48:17 Aiming for sustainable profitability and strategic growth.51:59 Anticipating brand's growth and requesting social media info.Episode brought to you by Trend & Finaloop.Join 15k founders and marketers & get our pod highlights delivered directly to your inbox with the DTC Pod Newsletter!Shownotes powered by Castmagic Past guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more. Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter hereFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok Meghan Higney - Founder of MessageRamon Berrios - CEO of Trend.ioBlaine Bolus - Co-Founder of Seated

When Alex Triplett is asked to explain where and how he began acquiring his operations knowledge, he tells us that his ops focus began to sharpen as more and more roles demanded greater “specificity” of him. Back in 2006, Triplett had just completed a stint as an investment banker with Citigroup when he was hired by private equity firm TA Associates as an associate inside the firm's enterprise software and fintech realms. “Fintech forced me to get closer to the product itself because I couldn't be credible otherwise,” recalls Triplett, who notes that very often the company founders across from whom he sat at meetings had other options when it came to sourcing investors, so the ability to demonstrate some depth when it came to product knowledge became essential.   “I got used to it being about product, product, product,” continues Triplett, who tells us that even today, his TA years bring to mind volumes of product literature and a steady stream of software demonstrations. Still, Triplett reports that the specificity that he was able to nurture when it came to actual product knowledge was of little aid to him when discussions turned to the different operational challenges that certain founders were confronting. He attributes this void to what might be deemed the familiar investor–operator gap. “They were great investors, but they didn't always know how to give specific advice to a company that was trying to understand whether to pivot right or pivot left,” remarks Triplett, who says that it was his growing appetite for operations knowledge that ultimately led him to leave TA and join the corporate development team at financial services software company Ion. In the years that followed, Triplett was at times tasked with being general manager of various newly acquired businesses—a succession of assignments that eventually would empower him with the specificity required to emerge as an operations troubleshooter.   “It's great to be able to analyze the shape of things from 10,000 feet and glean insights using pattern recognition,” Triplett observes, “but do you actually know how a business works?” –Jack Sweeney 

Srikanth Velamakanni has raised over $685M for his AI startup. A company that has now been working in this space for over 20 years, and raised funding from top-tier investors like TPG Capital Asia, Khazanah Nasional, Apax Partners, and TA Associates.

Aneesha is an investor at Susquehanna Growth Equity (SGE) focusing on data, enterprise software and has industry expertise across fintech and healthcare. Previously, Aneesha was a Venture Capital investor at Bessemer Venture Partners and a Private Equity investor at TA Associates. She also spent time as an Operator-in-Residence at Alleycorp, where she worked with Founders/CEOs on key operational growth initiatives. Aneesha graduated from the University of Pennsylvania, Wharton School of Business

Aneesha is an investor at Susquehanna Growth Equity (SGE) focusing on data, enterprise software and has industry expertise across fintech and healthcare. Previously, Aneesha was a Venture Capital investor at Bessemer Venture Partners and a Private Equity investor at TA Associates. She also spent time as an Operator-in-Residence at Alleycorp, where she worked with Founders/CEOs on key operational growth initiatives. Aneesha graduated from the University of Pennsylvania, Wharton School of Business

Jordan Graft and Joe Lynch discuss freight has an identity crisis, which refers to rampant fraud and double brokering in the transportation business. Jordan is Founder and CEO of Highway, where he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. About Jordan Graft Jordan Graft is a seasoned entrepreneur and business leader with a passion for technology and transportation. As the Founder and CEO of Highway, he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. With a patent-pending identity engine and the most comprehensive carrier equipment data in the industry, Highway's Single Sign-On (SSO) for trucking identity service is revolutionizing the way carriers operate and interact with digital systems. Prior to founding Highway, Jordan served as the CEO of TriumphPay from 2018 to 2021, where he transformed the concept from a reverse factoring business into the first payments network in transportation, growing TriumphPay into the largest payer of freight invoices in the US. Before that, he co-founded CrateBind, a Dallas-based IT consulting and software development company that developed over fifty custom applications across various industries. Jordan also served as an investment professional with TA Associates, a global private equity firm in Boston, Massachusetts, and as an investment analyst for J.P. Morgan in New York City. Jordan's diverse experience has equipped him with the knowledge and expertise to lead Highway towards a brighter future in the transportation industry. About Highway Highway is a technology company focused on solving the digital identity problem in the trucking industry. They have developed a Carrier Identity engine that manages carrier identity and eliminates the risks of fraud and double brokering. Highway provides brokers with comprehensive data on carrier equipment to supercharge their capacity sourcing and vetting efforts. The company accelerates connections and drives engagement, making the industry more integrated, digital, and secure. Customers can identify the right carrier for every load, source with superpowers that give them the truth about a carrier's lanes and equipment and be warned of negative indicators discovered in public and private data sources. They can also connect their carrier network with speed and security, onboard new carriers with rightful owner validation and dispatch service detection and monitor carriers to enforce an all-new standard with automated compliance. Highway is transforming the trucking industry with their innovative technology and commitment to improving security and efficiency. Key Takeaways: Freight has an Identity Crisis Jordan Graft is Founder and CEO of Highway, where he is leading the charge in solving one of the biggest challenges facing the transportation industry today: the lack of connection between digital and physical carrier identity. Highway is a technology company solving the digital identity problem in the trucking industry. The company removes risk and friction between brokers and carriers with a Carrier Identity engine. Highway provides brokers with comprehensive data on carrier equipment to supercharge capacity sourcing and vetting efforts. The company accelerates connections and drives engagement to make the industry more integrated, digital, and secure. Customers can identify the right carrier for every load and be warned of negative indicators from public and private data sources. They can also onboard new carriers with rightful owner validation and dispatch service detection. Customers can monitor carriers to enforce new standards with automated compliance. Highway is transforming the trucking industry with their innovative technology. The company is committed to improving security and efficiency in the industry. Learn More About Freight has an Identity Crisis Jordan on LinkedIn Highway on LinkedIn Highway website The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this episode, we talk to Sonja about her long and successful career in venture capital, including becoming the youngest GP at Menlo Ventures and investing in companies such as TheRealReal, Q1 Labs and many more. Sonja walks us through how Broadway Angels, an investment group made up of women, came about and what her experience has been being the only woman in many rooms. Finally, she shares some advice on how to break into and navigate VC as an aspiring female investor. 

Tarang Gupta hosts David Yang, Partner at Activant Capital, a global investment firm that partners with high-growth companies that are transforming commerce. In this episode you will hear about - Escape velocity and hyper growth from an investor's point of view - What David enjoys about his role as an investor - How Activant thinks about selecting companies to invest in - Segments within fintech are going to boom And much more! About David Yang David joined Activant in February 2021, and brings nearly fifteen years of tech investment experience across private and public markets. He helps lead the firm's investment committee and focuses primarily on e-commerce, logistics, and B2C fintech. Prior to joining the firm, David built his investing career at TA Associates, Warburg Pincus, and Access Industries. He received his undergraduate degrees from Wharton and an MBA from Stanford Graduate School of Business. About Activant Capital Founded in 2015, Activant Capital is a global investment firm with offices in Greenwich, New York, Berlin, and Cape Town and $1.5 billion in assets under management. Activant believes in supporting relentless entrepreneurs who are transforming industries. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Mike Collins has been involved in almost every facet of venturing, from angel investing to venture capital, new business and product launches, and innovation consulting. He is currently CEO of Alumni Ventures Group, and launched AV's first alumni fund, Green D Ventures, where he oversaw the portfolio as Managing Partner and is now Managing Partner Emeritus. Mike is a serial entrepreneur who has started multiple companies, including Kid Galaxy, Big Idea Group (partially owned by WPP), and RDM. He began his career at VC firm TA Associates. He holds an undergraduate degree in Engineering Science from Dartmouth and an MBA from Harvard Business School.

Ruben is the co-founder and co-CEO of Forum Brands, leading its Mergers & Acquisitions team.Ruben began his career in investment banking at Credit Suisse in London, and then joined TA Associates, a US-based growth private equity firm investing out of a $9bn fund globally, as an investor in Consumer and Tech. While at TA, Ruben was actively involved in driving buy-and-build strategies of some of TA's portfolio companies which resulted in more than 20 executed acquisitions, expansion into more than 10 countries, and significant value creation for shareholders. Ruben was also on the board of 7 different companies interacting closely with founders and CEOs.Ruben holds a master's in engineering from Ecole Centrale Paris and an MBA from Stanford Graduate School of Business.He is on a mission to identify and build the next generation of world-class consumer brands through technology and strategic deal-making.Forum | We Buy & Build Amazon FBA Businesses

We discussed a number of things including:1. Seth's career journey2. How he landed at Sixers Innovation Lab3. State of the sportstech sector4. Innovation lab investing outlook5. Dana's Highlight startup MANAGING DIRECTOR, SIXERS INNOVATION LABSeth Berger earned his MBA in 1993 from the Wharton School and his Bachelor of Arts in Economics from University of Pennsylvania in 1989. Seth has been the CEO of four businesses in the consumer space, and his fifth “venture” has been to build an elite high school basketball program as Head Coach. In these ventures, Seth has started with a hyper focus on the understanding of the target consumer, with the philosophy that every consumer business must meet and communicate a specific consumer need to survive. After that, he has worked to create branding and marketing strategies to drive messaging that sticks in a world of constant consumer messaging.  AND 1 — 1993-2000, 2002-2005As Founder and CEO of AND 1, he ran an upstart basketball sneaker, apparel and entertainment company. After starting out selling screen printed tee shirts in 1993, the Company moved into the broader apparel and footwear market. AND 1 reached its height it 2001, when it attained the No. 2 spot in the US basketball footwear market. At its peak, AND 1 had revenues of $285 million, including its licensees. In addition, AND 1's entertainment division created the Mix Tape tour and Streetball, an ESPN series that was the No. 1 rated show among male teens, eclipsing SportsCenter. AND 1 also donated more than 5 percent of its annual profits to youth-based charities. In 1999, the partners sold a stake in the business to TA Associates, a venture firm out of Boston. In 2005, the company was sold to American Sporting Goods, a private shoe company based in Irvine, Calif.  HOOPSTV.COM — 1999-2001Seth served as CEO of HoopsTV.com from 1999-2001. He helped raise $15 million in financing for the business, hired its staff, and launched a site dedicated to basketball fans all around the world. Despite negotiating a partnership deal with ESPN.com, the business was unable to generate enough revenues to continue, largely because broadband capabilities were not strong enough to sustain its business model. Seth shut the business down in 2001.  LIGHTNING GAMING — 2005-2006In the fall of 2005, Seth took on a part-time CEO role for another start up, Lightning Poker. This business was the brainchild of Brian Haveson, former CEO of Nutrisystem. Brian was traveling the country as a professional poker player, and he approached Seth with his idea and patent. Seth helped raise $1 million in financing, hired a staff, created an automated poker table, and negotiated an international distribution deal with Shufflemaster, a public company. After 12 months, he turned the Company back over to Brian, as part of their original agreement for his term of service. Lightning Gaming now holds many slot machine licenses, in addition to its original product, and is a non-traded public company. More information can be found at www.lightningpoker.net.  GRAVY TRAIN — 2011-2012Seth self-funded a small venture in the mobile gaming space. GravyTrain created a Facebook game, “imthnkgof” (I am thinking of), and launched it in December of 2011. Although the idea was executed well, the market for these games started to crash, led by Zynga, and Seth shut down the business before wasting too much money.  THE WESTTOWN SCHOOL, WESTTOWN, PA, 2007-PRESENTSeth is currently the Head Boys Basketball Coach at The Westtown School, in Westtown, PA. He has had this role for 15 years, and was an assistant for two years before that. His teams have a 73 percent winning percentage, and they won their league title nine times. The team won the state championships in 2016, 2017, 2020, and 2022.  ----Dana Kim is founder and CEO of Highlight (letshighlight.com), an agile in-home product testing platform. Dana spent 5 years at a boutique insights agency as a qualitative and mixed-method researcher for years, where she saw firsthand the difficulty of product testing.  Determined to build a solution, Dana then got her MBA at The Wharton School, where she built Highlight: a high-growth research tech startup disrupting the in-home usage test and physical product research space.  Highlight's platform streamlines everything from recruit to data set, including all the logistics of getting your product to your target customers. It boasts 90% survey completion rates, can get product in hands in days, and seamlessly collects targeted feedback at scale. 

Join Tina Downing, Senior Director and Lead, Business Consulting for Russell Investments and Cory Christiana, Regional Director as they focus on the Value of an Advisor in 2022. Disclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity. Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. Copyright© 2022 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. First used:  May 2022. RIFIS-24801

For most investors, there comes a time where they look to their investment portfolio to generate a cashflow stream. That shift usually happens right around the time of retirement: the portfolio now needs to help replace the income earned while working. But helping clients source income from their portfolios today isn't what it used to be.Disclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting https://russellinvestments.com. Please read a prospectus carefully before investing. "This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.Copyright© 2022 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. First used:  March 2022. RIFIS-24689

In the latest podcast update:·       Markets swing wildly following Russia's assault on Ukraine·       Could the invasion impact the Fed's rate-hiking plans?·       Assessing market performance during previous geopolitical eventsIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11990 Date of first use February, 2022

Join Sophie Antal-Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Tina Downing, Senior Director & Lead of Business Consulting at Russell Investments and Roman Samuels, Regional Director at Russell Investments, as they talk about transitioning back to the office, embracing a hybrid work model, team dynamics and how the way advisors communicate with clients has likely changed forever.Disclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.Copyright© 2022 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. First used:  February 2022. RIFIS-24593

In the latest podcast update:·       Chinese consumer, producer price increases slow·       Key takeaways from the Fed's January meeting minutes·       Markets react to Russia-Ukraine tensionsIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11984 Date of first use February, 2022

In the latest podcast update:·       Canada sheds 200,000 jobs in January amid omicron wave·       U.S. consumer prices rise at fastest rate in 40 years·       Are brighter days ahead for U.S. small cap stocks?IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11979Date of first use February, 2022

In the latest podcast update:·       How are tech stocks faring during Q4 earnings season?·       BoE lifts key lending rate to 0.5%·       Is growth cooling off in the U.S. manufacturing and services sectors?IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11977Date of first use February, 2022

In the latest podcast update:·       How many Fed and BoC rate increases are possible in 2022?·       Three factors behind the recent volatility in markets·       Value vs. growth: Performance update IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11976Date of first use January, 2022

In the latest podcast update:·       Above-trend growth still expected this year, but at slower pace than 2021·       People's Bank of China cuts key lending rates ·       The early read on Q4 earnings seasonIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11972Date of first use January, 2022

Join Sophie Antal-Gilbert, head of portfolio and business consulting at Russell Investments, and Katherine Fleischmann, business solutions consultant at Russell Investments, as they focus on the transfer of wealth that is set to take place over the next 20 years, according to Cerulli Associates, and the potential opportunities this means for your clients, your practice, and your team.Disclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.Copyright© 2022 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. First used:  January 2022. RIFIS-24532

In the latest podcast update:·       U.S. consumer prices climb at fastest pace since 1982·       Could the Fed raise rates once a quarter this year?·       Value stocks clobber growth stocks amid rising ratesIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11971Date of first use January, 2022

In the latest podcast update:·       U.S. interest rates jump dramatically to kick off 2022·       Key takeaways from the December U.S. employment report·       Will the Fed really raise rates three times this year?IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11967Date of first use January, 2022

In the latest podcast update:·       U.S. asset-purchase program could end by March·       BoE surprises markets with rate hike·       China moves to counter growth slowdownIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11962 Date of first use December, 2021

In the latest podcast update:·       November nonfarm payrolls miss expectations in U.S.·       U.S. unemployment rate falls sharply to 4.2%·       Market volatility rises amid omicron concerns  IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11954 Date of first use December, 2021

In the latest podcast update:·       Markets weigh surging inflation against strong economic data·       U.S. House passes social spending and climate package·       COVID-19 cases tick up across U.S., Europe. Should markets be worried?IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11946Date of first use November, 2021

In the latest podcast update:·       Consumer prices rise across the globe·       Are market worries over inflation increasing?·       December U.S. debt-ceiling deadline loomsIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11941Date of first use November, 2021

In the latest podcast update:·       Federal Reserve to begin tapering asset purchases this month·       Markets stunned by BoE decision to hold rates steady·       China GDP growth forecast for 2022 lowered IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11938Date of first use November, 2021

In the latest podcast update:·       U.S. Q3 GDP misses expectations ·       Key takeaways from recent central bank meetings ·       Two main risks facing ChinaIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11932Date of first use October, 2021

In the latest podcast update:·       Unpacking earnings growth expectations for value and growth stocks·       Pace of new-home construction slows in U.S.·       Is economic growth cooling in Europe and the U.S.?·       Recapping recent market performanceIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11929Date of first use October, 2021

In the latest podcast update:·       Encouraging results from first week of Q3 earnings season·       Chinese credit growth disappoints·       U.S. September inflation updateIMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11925Date of first use October, 2021

In the latest podcast update:·       U.S. September job growth slows, but wage gains intensify·       Senate approves short-term U.S. debt-ceiling extension·       What's behind the rise in energy prices in Europe?IMPORTANT DISCLOSURE:Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management, and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11922Date of first use October, 2021

Description:Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Carl Richards, a certified financial planner, best known for his decade-long New York Times Sketch Guy column, as they talk about what it means to be a “real” financial advisor.  In this episode they discuss:·      Being more present with clients by being curious ·      Thought-provoking icebreaker questions ·      The One-Page Financial Plan·      How to be the advisor clients call first before making financial decisions·      Giving clients a bigger yes when saying no·      Ideas for generational conversations·      The value of your adviceDisclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. Copyright© 2021 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. Date of first use: October 2021. CORP-11920

On the latest episode of Leading Voices in Real Estate, Matt is joined by Julia Boyd Corso and Marshall Boyd, Co-Presidents of Interstate Equities Corporation. Founded in 1981 by their parents, IEC is a value-add investor and manager of multifamily properties across California and now Seattle, with a niche of acquiring dated apartments and transforming them into attainable, updated, boutique-style assets for the current resident demographic. Julia and Marshall took over the organization in 2007 following the passing of their father when they were 27 and 29 respectively. Some of the themes of this episode surround the challenges of starting in the industry as emerging leaders, the transition of a family company to a private equity business, the benefits of a co-head structure, and climbing the ladder from a syndication model up to a commingled fund business.About JuliaJulia is co-president and chief operating officer responsible for corporate operations, asset management and repositioning of all investments. She sets the strategic direction of the company and its investment activities as a member of its Investment Committee. Prior to joining IEC, Julia worked in management consulting for Accenture. Julia graduated summa cum laude from Emory University with a B.A. in Economics and holds an M.B.A. from the Stanford Graduate School of Business. She is a member of the Urban Land Institute and the Stanford Real Estate Council.About MarshallMarshall is co-president and chief investment officer as well as a member of the company's Investment Committee. Prior to joining IEC, Marshall worked on the investment team at TA Associates and in investment banking at Credit Suisse First Boston. Marshall graduated from Middlebury College with a B.A. in Economics and a minor in Spanish. He is vice chairman of the Urban Land Institute's Multifamily Silver Council and a former board member of The Young Presidents' Organization.

This episode of The Jake Dunlap Show features Henry Schuck, CEO & Co-Founder of ZoomInfo. Hard work, when done consistently, will reward you in the end. Henry learned this very early on when he ran for student body president, worked two jobs, and eventually founded his first company, a nightclub promotion business.Working in iProfile exposed Henry to the world of tech, earning him valuable experience which would be instrumental in the founding of DiscoverOrg and acquisition of ZoomInfo.Henry went to Ohio State for law school as a deliberate choice for its great atmosphere and scholarships to boot. It was during his time here that DiscoverOrg would be created.It was not an easy journey as Henry's time was split between law school and running his new business. His trademark drive for success however allowed him to finish and lead his company from $300,000 in its first year to 35 million in just 7 years.   As Henry became more entrenched in his role as CEO, he learned that he must adapt as the needs of a $50 million company are vastly different from the needs of a $100 million company.Listen to the full podcast and find out more about Henry Schuck's inspiring story of working hard until you reach your goals.QUOTES:09:06 On work: "I just really believed in the value of hard work and I just believed it would pay off."12:59 On mental health: "I just at some point decided that okay, I'm going to need to feel better about this. So what am I going to do? So I signed up to go talk to a counselor."14:12 On taking the initiative for change: "If I'm going to bitch and moan about how much I don't like the UNLV community, then I should probably go try and do something about it. And so I said, well, I'm going to run for student body president."17:17 On never having regrets: "It was about having no regrets around not working hard enough. I will lose fair and square but I won't lose because I didn't work hard enough."33:26 On altruism: "When you have some professional success, you should probably take some time to think about what things along the way were hands that helped you get to that point."55:36 On being an adaptable CEO: "As long as you're convicted about the fact that you want to be that next CEO, you've got to continue to evolve your role."More about HenryHenry Schuck is a leading entrepreneur in sales intelligence and lead generation. Before founding DiscoverOrg, Henry managed marketing and research at iProfile, eventually leading the private equity sale of the company. He then founded DiscoverOrg back in 2007 while he was still in law school. Soon after he acquired rival ZoomInfo and decided to take on the former competitor's name. After taking ZoomInfo public, shares zoomed from $21 to more than $50.Henry led the company on a rapid growth path including funding investments from TA Associates, Goldman Sachs BDC, FiveW Capital, and NXT Capital. Henry's business sells subscriptions to a database of sales and marketing intelligence. Their databases contain corporate contact information, company organizational structures, and “technographics,” a profile of all the technologies used by different companies.DiscoverOrg has been awarded both a Stevie® and a CODIE award in recognition of the quality of their datasets. It was also named a Leader and ranked Number One in customer service by G2 Crowd.Find out more about Henry Schuck through the following links:LinkedIn - https://www.linkedin.com/in/hschuck/Website (ZoomInfo) - https://www.zoominfo.com/Learn more about Jake Dunlap and Skaled by visiting the links below:Jake Dunlap:Personal Site - http://jakedunlap.com/LinkedIn - https://www.linkedin.com/in/jakedunlap/Twitter - https://twitter.com/JakeTDunlapInstagram - http://instagram.com/jake_dunlap_Facebook - https://www.facebook.com/JakeTDunlap/Skaled:Website - https://skaled.com/LinkedIn - https://www.linkedin.com/company/skaledYouTube - https://www.youtube.com/channel/UCsw_03rSlbGQkeLGMGiDf4Q

Seth Berger has seen it all, took the risks as an Entrepreneur, build an iconic brand in the process (AND1), sold the business, with success and failures along the way. He shares his amazing stories here with us with a smile and laughter. The Sixers Innovation Lab gives him now the playground to follow his passion, being a Coach at heart. Listen and learn. Tons of incredible Entrepreneurial lessons in here.     Key Highlights How it all started - coming out of Wharton Grad School - AND1 Database Marketing business early days... Great Entrepreneurial start up stories not to be missed The real AND1 started in a Pizza place As an Entrepreneur you are winning and losing every day. Ego is the brother of insecurity. And Seth has no time for either Focus on 16 year old Basketball consumers - AND1 T-Shirts were born Some luck - MJ retired for the first time and his brand stopped selling and retailers were looking for something new  From T-Shirts to Shorts to Basketball Shoes - almost bankrupted the company in the process Incredible Stephon Marbury story - Marbury 1 - break an ankle with SM Business took off from there hitting USD 280 mil in revenue and become 2nd biggest Basketball shoe brand in the USA Creativity a key to the success - great slogans "call me Mayor because I spend all my time downtown"

My guest today is Cammie Greif. Cammie is a co-founder of TaxAct. In the mid-1990s, Cammie and three of her former co-workers decided to build a highly profitable tax filing software. With a focus on growth and profit, TaxAct was born. In 2004, Cammie and her partners sold the business to TA Associates a private equity firm. During today's episode, Cammie shares what it was like to run a multi-million dollar company and how the sales process worked out for them. She stayed with the company for fourteen years so she has seen a good chunk of the business cycle. In the mid-2000s, TaxAct was sold again to InfoSpace (now known as Blucora.)  Cammie tells me about walking away and finding a new purpose. We follow Cammie's story through their humble beginning in the first floor of a former mortuary to being the third biggest tax service software on the market. Tune in for this incredible story! You will learn about: Cammie's time with Parsons Technologies. How Cammie found her 3 partners and their initial shareholder agreement. The tremendous effort put toward clear communication with the TaxAct leadership. The early milestones for the company and what they did when it didn't happen. Are you building a profitable or a growth-oriented business? Cammie's focus on building a profitable business. Why Microsoft failed in the tax software space. The move to an online service. The 2002 sales pitch and due diligence. The sell to TA Associates in 2004. The expectations of Cammie and her partners. The truth about private equity firms. Why TA? The changes made by TA. The unexpected blow to the business during the first year with TA. How Cammie and her partners corrected the problem. How TA was able to help during that time. Returning to sale plans. Reading in a succession team for a sale pitch. The agreement with HR Block that fell through. The sale to InfoSpace. What it is like selling to a public company. The final deal structure. Cammie's move into startup mentoring. The importance of recognizing trends and patterns in business. Cammie's advice for the listeners. Profitable businesses. We'd all like one, but how many of us started out thinking, “My business is going to make a profit in year one”? Not many. For our guest today, Cammie Greif, however, that's exactly what she did. She and her three co-founders decided that profit was their first and foremost step and that they would do whatever they had to do to run a profitable business. Bootstrapping a Startup You work hard. We all do. But when it comes to getting your enterprise off the ground, are you willing to go without pay for two years? Very few of us could commit to that just to see the revenue of our business grow so we can reinvest it in our company, rather than pay ourselves. However, Cammie's own business plan was just that—go in with the bare minimum, work hard and cash in later. The lessons new entrepreneurs should take (or even repeat entrepreneurs who want to focus on a profit rather than growing the business) from this is: you can make do with a lot less. You don't need the newest and greatest, unless you're in the highest of tech businesses. You really don't need that fancy art, fashionable sitting area or expensive scotch — okay, the scotch maybe… but honestly, there are so many areas you can cut co

Join us this week live at 11:30 am PST - Thurs. 12/21/17 when our guest will be, Henry Schuck, co-founder and CEO of DiscoverOrg, the leading sales and marketing intelligence platform. Under Henry's leadership, DiscoverOrg continues its exponential growth path, and in late August acquired its rival RainKing. The recording will be added here no later than 12/26/17.  You can catch the recording and transcription on the Heinz Marketing blog on 1/2/18.  From CEO to SDR: Astronomical Growth Through a Maniacal Focus on Sales Development   What to expect: Brief overview of DiscoverOrg: o   The unequivocal leader in sales and marketing intelligence - focus on the most accurate and actionable B2B sales and marketing data to power pipeline and revenue growth o   Just marked its 10-year anniversary. In the past year: ▪       Acquired its largest rival, RainKing ▪       [In 2016] had $71M in revenues; on track for $125+M in 2017 ▪       Named to Inc. 5000 Fastest-growing companies for seven straight years ▪       Among other 2017 accolades: Inc. Top 50 Best Workplaces; Deloitte Technology Fast 500 (third consecutive year); CODIE Award for top sales team, marketing team, company, and CEO in 2017; top sales and marketing software from G2Crowd, TrustRadius; TechOregon top growth company ▪       Fundamental belief that to be (AND scale) a high growth company, you have to DO the HARD things: define your target market, cold call relentlessly, align sales and marketing, execute an ABM strategy, etc.  DiscoverOrg practices what it preaches   Journey to 24k Demos/Year from the SDR team: History of DiscoverOrg's SDR team (comparison of 2015 stats to today's) 2015 became the year we focused on hyper growth:  Realization of need to step up the SDR program in order to compete with companies the size we wanted to be o   Implemented new hiring methods o   Created new inbound/outbound team structure o   Better aligned SDR team w/ Marketing o   Invested in new Marketing leadership The tech stack:  Highest quality data available remained the foundation SDR incentives:  competitions, awards, clear career path Created a culture of “No politics. No B.S.  No a-holes.” o   Challenged SDRs to become 1% better each day Bring Finance team in as an accountability partner Metrics:  What we look for from inbound and outbound teams Henry's involvement: from “When it's bad” to “When it can get better” o   Personal attention, mentorship and encouragement are all key to keeping the team on track o   Encourages the rest of the team to stay accountable, hold one another accountable Why being paranoid when it's good….is good o   Need to ensure repeatability of excellence The results:  24,000 demos booked in a single year   More about Henry: Henry Schuck is a leading entrepreneur in sales intelligence and lead generation. Having founded DiscoverOrg in 2007 when he was 23, he has led the company on a rapid growth path including funding investments from the likes of TA Associates, Goldman Sachs BDC, FiveW Capital and NXT Capital. Under Henry's leadership, DiscoverOrg built the industry's most accurate, highest-quality contact database, through a mix of technology and a team of live researchers who continually call into thousands of IT, marketing, HR, and finance departments. DiscoverOrg was recognized for the quality of its datasets with both a Stevie® and a CODIE award. It was also named a Leader and ranked Number One in customer service by G2 Crowd. Before founding DiscoverOrg, Henry managed marketing and research at iProfile leading the company to a successful private equity sale. He is a cum laude graduate of the University of Nevada, Las Vegas where he was selected in 2013 as the Honors College Alumni of the Year. He also holds a juris doctorate degree cum laude from The Ohio State University Moritz College of Law and has studied comparative law at Oxford University. He is a licensed attorney in Washington and Nevada.