Podcasts about value creation

  • 798PODCASTS
  • 1,168EPISODES
  • 36mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jun 14, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about value creation

Latest podcast episodes about value creation

Six Pixels of Separation Podcast - By Mitch Joel
AI And The Knowledge Economy With Sangeet Paul Choudary

Six Pixels of Separation Podcast - By Mitch Joel

Play Episode Listen Later Jun 14, 2026 58:33


Welcome to episode #1040 of Thinking With Mitch Joel (formerly Six Pixels of Separation). Long before artificial intelligence became the dominant business conversation, Sangeet Paul Choudary was helping leaders understand another profound shift in economic power: the rise of platforms. As the co-author of Platform Revolution, founder of Platform Thinking Labs, advisor to global corporations and governments, and a respected thinkers on digital business models, Sangeet has spent years studying how technology changes the sources of competitive advantage and reshapes entire industries. His latest book, Reshuffle - Who Wins When AI Restacks The Knowledge Economy, extends that work into the age of artificial intelligence, exploring what happens when the expertise, judgment and know-how that once lived inside individuals and organizations increasingly migrates into software systems. In this conversation, Sangeet explains why AI represents far more than a productivity upgrade. He argues that every major technological shift changes what is scarce, and when scarcity changes, value moves with it. Drawing on examples ranging from Kodak and Netflix to cloud computing, software platforms and global supply chains, he explores why some organizations adapt while others become trapped by the assumptions that made them successful in the first place. The discussion also examines the changing nature of economic power, the growing importance of digital sovereignty, the future of knowledge work, and the risks of assuming that today's business models will survive tomorrow's technological realities. Throughout the conversation, Sangeet offers a framework for understanding not just what AI can do, but how leaders can rethink their organizations, industries and careers when the foundations of value creation are being rewritten in real time. Enjoy the conversation… Running time: 1:00:47. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Sangeet Paul Choudary. Reshuffle - Who Wins When AI Restacks The Knowledge Economy. Platform Thinking Labs. Platform Revolution. Follow Sangeet on X. Follow Sangeet on LinkedIn. Chapters: (00:00) - Introduction to Sangeet Chaudhary and Reshuffle. (02:51) - The Impact of Technological Shifts on Value Creation. (05:51) - Understanding Architectural Constraints in Business. (09:07) - The Role of Supply Chain in Innovation. (12:10) - AI's Influence on Software and Business Models. (14:56) - Navigating Uncertainty in AI Adoption. (18:04) - The Future of Economic Power and Sovereignty. (21:00) - Cultural Shifts in Power Dynamics. (23:53) - The Mechanisms of Change in AI and Business. (26:52) - The Balance of Sovereignty and Dominance. (29:46) - The Future of Work in an AI-Driven Economy. (32:44) - The Broader Implications of AI on Society. (36:40) - Conclusion and Reflections on Reshuffle.

Exit Is Now - Plan Accordingly With Scott Snider
Rhythm Drives Results: The Discipline Behind Value Creation

Exit Is Now - Plan Accordingly With Scott Snider

Play Episode Listen Later Jun 11, 2026 51:52


In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life. Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability. From weekly meeting cadences to clear scorecards and data driven decision making, she outlines how rhythm creates alignment, surfaces issues early, and drives execution across every level of the business. The conversation also explores the human side of rhythm. From fostering trust and open dialogue in meetings to building social capital through intentional employee engagement, Renee highlights how culture, discipline, and connection all work together. When done right, rhythm not only improves performance, but strengthens teams, reduces complexity, and creates a more resilient, scalable organization. This episode builds on the foundation of vision and shows how disciplined execution is what ultimately turns strategy into long term value. ============================================ Hear how Exit Planning Institute talks about Rhythm: https://exit-planning-institute.org/the-annual-exit https://blog.exit-planning-institute.org/employee-engagement-value-driver Hear more from Renee Russo: https://www.linkedin.com/in/renee-russo-riseupbc/ https://exit-planning-institute.org/mastering-the-market ============================================ Want to learn more? Go to: https://exit-planning-institute.org/ Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ #ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================ About Scott: Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#810 Von der Trutzburg zum Business-Partner – wie Vorwerk seine IT transformiert hat (Teil2v2)

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 11, 2026 31:46


Was passiert, wenn eine IT-Abteilung im eigenen Unternehmen vor allem als Kostentreiber wahrgenommen wird – intransparent, wenig vertrauenswürdig, weit weg vom Business? Genau das war die Ausgangssituation, die Jörg Kohlenz vorfand, als er 2022 als Group CIO zum Wuppertaler Traditionsunternehmen Vorwerk wechselte. Seine Antwort auf diese Herausforderung war überraschend: nicht zuerst Technologie modernisieren, nicht zuerst Prozesse optimieren – sondern Führung transformieren. Im Herbst 2022 startete Jörg Kohlenz das Transformationsprogramm „Everest", das die Vorwerk-IT grundlegend verändern sollte: neue Strukturen, neue Arbeitsweisen und vor allem eine neue Führungskultur. Im Gespräch erklärt Jörg Kohlenz, warum IT-Transformation vor allem ein Führungsthema ist, wie er fünf Führungsprinzipien – Walk the talk, Give and earn trust, Purpose, Autonomy und Learn continuously – als Grundlage für den kulturellen Wandel entwickelt hat, und wie daraus drei IT-Werte entstanden sind, die für alle Mitarbeitenden gelten: Value Creation, Joined Ownership und Aligned Autonomy. Außerdem spricht er darüber, wie die IT-Organisation strukturell neu aufgestellt wurde, welche Widerstände es gab – und was die Transformation nach rund drei Jahren konkret gebracht hat. Eine Episode für CFOs, Controller und IT-Verantwortliche, die verstehen wollen, warum der Schlüssel zu einer erfolgreichen IT-Transformation nicht in der Technologie liegt – sondern in der Führung.

Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Value Creation with Mary Rachide and Bob Hund

Best But Never Final: Private Equity's Pursuit of Excellence

Play Episode Listen Later Jun 10, 2026 61:53


Episode DescriptionMary Rachide, Managing Director at ICV Partners, and Bob Hund, Operating Partner at Oridian, join Sean Mooney, Lloyd Metz, and Doug McCormick to explain how operating executives help turn private equity value creation plans into results. They discuss how operating partners engage in diligence, align with founders and deal teams, and support portfolio companies through execution without losing trust. The conversation also covers process discipline, management assessment, stakeholder alignment, and the art of knowing when to coach versus when to push. This is a practical look at how modern private equity firms build better businesses—hit play.Episode Highlights1:52 - Mary Rachide's path from McKinsey and executive roles into PE operations3:33 - Bob Hund's engineering, manufacturing, and process background before Iridium6:45 - How operating partners support diligence, strategy, and execution9:59 - Aligning founders and investors around realistic value creation plans18:52 - Using process assessments to identify risk and unlock improvement opportunities26:50 - Mary's “glue, grease, grit, and glitter” framework for operating partner impact41:06 - Why the best operating executives take joy in helping others succeedFor more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on Oridian Capital Partners, go to https://oridiancapital.com/For information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Business Lunch
Snackable: How to Increase Your Business Valuation in the Final 180 Days

Business Lunch

Play Episode Listen Later Jun 9, 2026 23:06


In This Episode of Business Lunch: We explore how business owners can maximize their exit multiples by focusing on clarity, positioning, and structure in the final months before a sale. It challenges the instinct to chase new revenue at the last minute and emphasizes the importance of risk management, revenue segmentation, and deal structuring.Chapters:00:00 Introduction to Maximizing Exit Multiples00:28 Common instinct: Grow Sales Before Exit01:01 The Counterintuitive Reality of Final Months01:16 Value Creation vs. Value Realization02:12 Why Bigger Is Not Always Better02:39 Stage Your Business Like a House Sale03:07 Revenue Growth Can Hurt Valuation04:13 Buyers Pay for Risk, Not Just Revenue05:07 Profitability Over Vanity Metrics06:03 Segmenting Revenue Streams07:02 Risk and Multiple Application08:07 Proving Cash Flow and Profitability09:28 Bridging EBITDA to Cash Flow10:37 The Importance of Clean Financials11:05 The Dangers of Adbacks12:35 Building Trust and Eliminating Risk13:09 Working Capital and Its Hidden Dangers14:39 Defending Against Working Capital Manipulation15:40 Deal Leverage and Competitive Tension17:09 Staging Data and Buyer Competition18:37 Optimizing Deal Structure and Tax Planning20:20 Key Takeaways: Clarity, Proof, and Structure21:30 Applying These Principles to Your Career22:16 Conclusion: Fix the House, Not Just Build ItConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
#809 Von der Trutzburg zum Business-Partner – wie Vorwerk seine IT transformiert hat (Teil1v2)

Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen

Play Episode Listen Later Jun 9, 2026 33:20


Was passiert, wenn eine IT-Abteilung im eigenen Unternehmen vor allem als Kostentreiber wahrgenommen wird – intransparent, wenig vertrauenswürdig, weit weg vom Business? Genau das war die Ausgangssituation, die Jörg Kohlenz vorfand, als er 2022 als Group CIO zum Wuppertaler Traditionsunternehmen Vorwerk wechselte. Seine Antwort auf diese Herausforderung war überraschend: nicht zuerst Technologie modernisieren, nicht zuerst Prozesse optimieren – sondern Führung transformieren. Im Herbst 2022 startete Jörg Kohlenz das Transformationsprogramm „Everest", das die Vorwerk-IT grundlegend verändern sollte: neue Strukturen, neue Arbeitsweisen und vor allem eine neue Führungskultur. Im Gespräch erklärt Jörg Kohlenz, warum IT-Transformation vor allem ein Führungsthema ist, wie er fünf Führungsprinzipien – Walk the talk, Give and earn trust, Purpose, Autonomy und Learn continuously – als Grundlage für den kulturellen Wandel entwickelt hat, und wie daraus drei IT-Werte entstanden sind, die für alle Mitarbeitenden gelten: Value Creation, Joined Ownership und Aligned Autonomy. Außerdem spricht er darüber, wie die IT-Organisation strukturell neu aufgestellt wurde, welche Widerstände es gab – und was die Transformation nach rund drei Jahren konkret gebracht hat. Eine Episode für CFOs, Controller und IT-Verantwortliche, die verstehen wollen, warum der Schlüssel zu einer erfolgreichen IT-Transformation nicht in der Technologie liegt – sondern in der Führung.

Sports Pundit Explains...
Charlie Kurian [#88]: How the Spurs Are Using AI for Value Capture AND Value Creation...

Sports Pundit Explains...

Play Episode Listen Later Jun 5, 2026 38:28


On today's episode, I'm joined by Charlie Kurian, Director of Innovation and Strategy at the San Antonio Spurs.Charlie has had a non-traditional path into professional sport, with experience spanning Big Tech, startups and venture capital. Prior to joining the Spurs, he served as Investor and Chief of Staff at Soma Capital, a $412M venture fund that was an early investor in companies including Deel, Rippling and Ramp.In this conversation, we explore how lessons from these areas, particularly venture, can be applied inside a sports organisation. We also discuss the Spurs' AI adoption journey, their leadership guide with OpenAI, surprising internal use cases, and the launch of Spurs AI Studio, whose first activation delivered an AI-generated tunnel walk experience for Michelob Ultra.Finally, we explore how AI is changing partner expectations and where the next wave of opportunity may emerge for sports organisations.Timestamps02:00 - Charlie's Non-Linear Career Path06:00 - Spurs Strategy & Innovation Role10:00 - Translating Trends into Value15:00 - OpenAI Partnership & Adoption Playbook21:00 - Surprising Internal AI Use Cases24:00 - Spurs AI Studio Revenue Creation30:00 - Licensing and Partner Expectations Shift33:30 - Build vs Buy and Startup CollaborationAbout The HostAndy Marston is the founder of Sports Pundit, a community and media platform for sports and technology executives. Through a weekly newsletter, podcast network, lively group chat, and regular social events, he shares industry analysis and connects leaders across the sector. Alongside Sports Pundit, Andy leads Corporate Venture at athlete-backed venture firm, The Players Fund, where he works with high-profile sports IP such as Como 1907 to design venture strategies and drive innovation initiatives.

Do Good To Lead Well with Craig Dowden
Why Empathy and Honest Communication Matter More Than Ever for AI-Driven Organizations with Joshua Gould

Do Good To Lead Well with Craig Dowden

Play Episode Listen Later Jun 4, 2026 53:46


What does great leadership look like when AI is moving faster than most organizations can keep up? To answer this important question, I spoke with Joshua Gould, the CEO of thebigword, a global language technology and services company, where he helped grow the business from $6M to over $100M in revenue. In 2021 he sold the business to a large US based PE firm and continued on as CEO, where he has led a $20m technology investment into AI and automation.This episode tackles the challenge of leading in an Ai-driven world, examining why level-headedness, prioritization, and empathy are more vital than ever. The discussion surfaces candid insights on how leaders can cut through tech-driven noise, return to first principles, and make decisions that truly serve their teams and customers.During our conversation, Joshua shares real-world examples that bring the risks and rewards of AI adoption to life, from transforming pricing and market share strategies to reshaping entire job roles. Josh does not shy away from hard truths, exploring the necessity of honest conversations even when the answers are unpredictable or uncomfortable.For leaders searching for actionable advice on how to steward organizational culture, empower employees, and future-proof their businesses, this episode offers a blueprint grounded in candor, resilience, and a commitment to doing good.What You'll Learn- How to cultivate level-headedness amidst noise.- Prioritize ruthlessly: It's the antidote to overwhelm.- Use technology to serve your values.- Building a culture of adaptation and co-creation.- Why the best leaders lean into transparency and courage, even when It's scary.- Empathy remains irreplaceable in an Ai-driven world.Podcast Timestamps(00:00) – Welcome to the Podcast(03:10) - Essential Leadership Qualities in the Age of AI(06:16) - Fundamentals Versus Hype: How to Make Sound Decisions(10:27) – Effectively Leading Through AI Advancement(12:39) - AI as a Pricing Weapon Rather Than a Productivity Tool(19:20) - Navigating Job Impact and Workforce Concerns with AI(24:09) - Courageous and Transparent Leadership in Disruption(29:29) - Leading Culture Change Amidst AI Fear and Resistance(34:38) - Grounding Adoption in Mission and Strategic Participation(41:00) - Preserving Critical Thinking and Avoiding AI Overreliance(48:03) - Empathy, Humanity, and Leadership in an AI FutureKEYWORDSPositive Leadership, AI, Artificial Intelligence, Technology-Driven World, Level Headedness, Market Fundamentals, Fear-Based Decision Making, Prioritization, First Principles, Job Disruption, Upskilling, Employee Anxiety, Courageous Leadership, Transparency, Culture Change, AI adoption, Empathy, Critical Thinking, Executive Decision-Making, Value Creation, CEO Success

Money Maze Curated Podcasts
The Changing World of Private Equity: Inside Permira's Value Creation Team, With Operating Partner, Riccardo Basile.

Money Maze Curated Podcasts

Play Episode Listen Later Jun 4, 2026 38:45


For the last 30 years, private equity has been an increasingly popular destination for both institutional and HNW capital. As its reach has extended across multiple industries and geographies, the questions over where value is actually created have been increasing. Riccardo Basile, a former engineer, then management consultant, and for the last decade with Permira, deconstructs what is mean by “value creation”. He explains the levers pulled and analysis used. Specifically, he addresses pricing, digital acceleration, organisational redesign, and commercial excellence in their portfolio companies, aimed at driving growth and performance.  He discusses why companies partner with Permira, when managements might need to change, which industries are most fertile for their approach and their thinking around exits and uplifts, why, when, and how. ‍Newsletter | LinkedIn | YouTube 

Inside the Strategy Room
306. Transforming value creation in private equity portfolio companies

Inside the Strategy Room

Play Episode Listen Later Jun 3, 2026 54:46


Outperformance in private equity is no longer defined by leverage or multiple expansion; disciplined value creation will be the decisive factor in future investment success. In this episode, AD Bhatia, Robin Ligon, and Jason Phillips are joined by CVC’s John Kelleher to discuss the key shifts in today’s PE environment and share five moves firms are making in response. The path to transforming value creation requires a more disciplined playbook: structured re-diligence, holistic transformation under a dedicated transformation leadership, stronger operating-team talent, and the use of AI as a portfolio-wide accelerator. Related Insights 2026 Global Private Markets Report How private equity is using M&A integrations to overcome headwinds Beating the odds: How private equity firms can improve exit prospects McKinsey Strategy and Corporate Finance on LinkedIn McKinsey Transformation on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

TD Ameritrade Network
Rippy: Next Wave of Value Creation is Private

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2026 7:37


The next stage of market value is private, argues Laura Rippy. She talks about the trail of breadcrumbs venture capital investors left behind as money piles into SpaceX and Anthropic. Laura offers her advice for investors interested in IPO trends and ways to gain exposure to these companies. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Zinnov Podcast - Business Resilience Series
No One Wins Alone Anymore: Rethinking Value Creation in Mature Markets Ft. Alyssa Fitzpatrick, Elastic

Zinnov Podcast - Business Resilience Series

Play Episode Listen Later Jun 2, 2026 38:15


The partner ecosystem is changing. As AI reshapes enterprise technology and customers demand faster business outcomes, traditional partnership models built around co-marketing and channel reach are being challenged. In this episode of #ZinnovPodcast, Rajat Kohli, Partner at Zinnov, speaks with Alyssa Fitzpatrick, GVP, Partner Sales at Elastic, to discuss how partner ecosystems are evolving and what it takes to stay relevant in an increasingly competitive landscape. Together, they explore: • Why the future is customer-led, not partner-led • How AI is changing the way partner ecosystems are built • Why co-innovation is becoming more important than co-marketing and co-selling • The challenge of differentiation when every partner looks like an A+ player • How leading organizations identify and invest in the right ecosystem partners • The growing role of enablement, managed services, and ecosystem collaboration Whether you're a partner leader, alliance manager, technology executive, ecosystem builder, or GTM strategist, this episode offers valuable insights into the future of partnerships and ecosystem-led growth. Tune in now.

Do Good To Lead Well with Craig Dowden
Incorruptible Leadership Lessons from Eric Ries: Why Good Companies Go Bad and How Great Companies Stay Great

Do Good To Lead Well with Craig Dowden

Play Episode Listen Later May 28, 2026 52:21


This week on the Do Good to Lead Well podcast, I sit down with bestselling author Eric Ries for a timely and thought-provoking conversation about leadership, mission, and the growing crisis of short-term thinking in business.Eric first transformed the entrepreneurial world with The Lean Startup. In his latest book, Incorruptible, he tackles a new challenge: why so many organizations lose sight of their purpose, compromise their values, and drift away from the very mission that made them successful in the first place.Together, we explore why many traditional business “best practices” are no longer serving leaders, employees, or society — and what it takes to build organizations that can withstand the pressures of short-term performance, protect trust, and stay anchored in their values over time.Through powerful stories, real-world examples, and surprising data, listeners learn how organizations can defend their mission, outlast competitors, and resist the economic “gravity” that pulls so many companies into compromise. From redefining profit as human flourishing to making trust and love into competitive advantages, the episode offers a blueprint for building companies that not only succeed financially, but endure.Whether you're a founder determined to preserve your mission, or an executive seeking to build a culture of integrity, this episode is packed with practical guidance and inspiration. Tune in to discover what it truly means to become an incorruptible force for the good of your business and the good of humanity.What You'll Learn- The perils of “best practices.”- Corruption isn't just a crime – It's losing your purpose.- How the moral logic of capitalism has been lost.- Redefining profit: Maximizing human flourishing.- Mission (not money) makes companies endure.- Trust and love are competitive advantages.- Governance isn't boring. It's your organization's DNA.- Does growth kill mission? The risk is real. The reality does not have to be.- You can build incorruptible companies: An evidence-based business case.Podcast Timestamps(00:00) - A Special Topic and Guest(01:49) - From the Lean Start-up to Incorruptible(04:07) - Defining and Diagnosing Corruption(08:32) - The Moral Logic of Capitalism and Value Creation(13:03) - Redefining Profit and Human Flourishing(19:15) - Mission Drift and Protecting Organizational Purpose(22:01) - Outliers: Exceptional Companies and New Best Practices(25:29) - Financial Gravity, Longevity, and Employee Ownership(30:00) - Trust as Organizational Currency(34:23) - The Long Term Stock Exchange and Long-Termism(35:20) - Love, People-First Leadership, and Real Competitive Advantage(41:23) - Governance, Board Dynamics, and Creating Incorruptible Organizations(44:46) - Lessons from Case Studies: Zita Cobb and Beyond(49:16) - Closing Reflections and Practical ResourcesKEYWORDSPositive Leadership, Incorruptible, Integrity, Do Good to Lead Well, Long Term Thinking, Effective Governance, Market Reform, Lean Startup Method, Company Culture, Avoiding Short Term Thinking, Corruption, Capitalism, Value Creation, Shareholder Primacy, Business Ethics, Corporate Mission, Profit Redefinition, Human Flourishing, Stakeholder Alignment, Organizational Trust, Financial Gravity, Mission Controlled Companies, Organizational Character, CEO Success

Spotlight Podcast - Private Equity International
What's next for value creation?

Spotlight Podcast - Private Equity International

Play Episode Listen Later May 26, 2026 36:23


This episode is sponsored by Cinven and KPMG Private equity firms are accustomed to navigating change, but operating partner teams in particular have had to become more agile in recent years. As volatility becomes the new normal – from macroeconomic and geopolitical uncertainty to AI-related disruption – operating partners need to continuously reassess the value creation levers they are pulling to drive portfolio company growth, while also building resilience across their portfolios. This, in turn, is leading sponsors to reimagine their operating partner teams, in terms of structure and skill sets, as well as the way in which they engage with portfolio company management. In this episode of Private Equity Spotlight, Louise Fordham, head of special projects for private equity at PEI group, sits down with Sam Williams, managing director of strategy and investment insights at international private equity firm Cinven, and Paul Pan, private equity leader for the deal advisory and strategy practice at KPMG, to discuss the future outlook for value creation strategies.

The Refrigeration Mentor Podcast
Episode 397. How to Land and Nail a Refrigeration Technician Job Interview

The Refrigeration Mentor Podcast

Play Episode Listen Later May 21, 2026 32:25


Learn more about Refrigeration Mentor Customized Technical Training Programs at www.refrigerationmentor.com/courses Join the Refrigeration Mentor Hub here In this episode, I'll explains how technicians can stand out in refrigeration job interviews. I'll share tips on building confidence, developing a troubleshooting mindset, and communicating technical processes step by step, including fundamentals like superheat, subcooling, wiring diagrams, controls, and compressor diagnostics. Many companies hire for attitude, reliability, and problem-solving more than years of experience, and knowing how to demonstrate work ethic, professionalism, business-minded value and asking strong questions will put you ahead of the pack when it comes to competing for a refrigeration technician job. In this episode, we cover: (00:48) Job Interview Mindset (02:24) Building Trust Through Honesty (04:04) How to Talk Technical Confidently (07:25) Job Interview Preperation (11:39) Communicating Stepwise (15:07) Value of Showing Ambition (19:23) On-Call Work Ethic (25:10) Asking Smart Questions (28:58) Professional Reputation Helpful Links & Resources: Episode 256. Career Tips for New Technicians Episode 224. The Key To Finding New Career Opportunities as a Technician Episode 169: Leadership Insights: Work Ethic and Value Creation with Scott Farley of The Arcticom Group  

Private Equity Value Creation Podcast
Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation

Private Equity Value Creation Podcast

Play Episode Listen Later May 21, 2026 41:34


On this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has what it takes to scale, and what it takes to build the go-to-market infrastructure that gets it there.Bobby walks through the three signals he looks for when assessing a company's growth potential, why resisting pressure to raise a larger fund can help firms stay competitive in the 'missing middle', and how an embedded operating team—funded out of management fees rather than charged to portcos—changes the nature of the investor-founder relationship.

Design of AI: The AI podcast for product teams
Build the Context Layer Before the Agent

Design of AI: The AI podcast for product teams

Play Episode Listen Later May 21, 2026 29:08


Atlassian spent three years connecting 150 billion organizational objects before the results appeared: 44% more accurate AI answers, 48% fewer tokens, a coding agent that reviewed 2 billion lines of code in two minutes. That's the proof enterprises are pointing to when they argue that context graphs are the unlock. What the benchmark obscures is the order of operations — the graph had to exist before any of those numbers were possible.The reorganization bet is running in parallel, and it's moving faster than the infrastructure. Airbnb's CHRO is converting documentation to markdown, building skills libraries, mining meeting recordings before institutional memory disappears — five structural prerequisites before the first agent goes live. Meta is posting $26.8 billion in Q1 profit, laying off 8,000 people, and reporting “horrifically, historically low” employee morale. Both are restructuring around AI. Only one is sequencing it correctly.In AI customer experience, Twilio is working against a Qualtrics finding that 1 in 5 AI interactions delivers zero benefit. Rikki Singh's diagnosis is precise: the orchestration layer is there, but it's running without the context layer underneath it. FAQ automation with better packaging is still FAQ automation. The unlock is real — but only when all three pieces are in place, in order. The knowledge worker playbook in this edition addresses the fourth variable: what happens to the people whose roles disappear when the gathering does.Rikki Singh leads product innovation at Twilio — what the company is calling its biggest launch in 17 years. Before Twilio she was at McKinsey, where she co-authored the foundational research on what makes a great PM. The Qualtrics 2026 CX Trends Report found nearly 1 in 5 consumers who used AI customer service saw zero benefit — the baseline she is working against.* Why AI CX is still FAQ automation with better packaging* Why AI spend is as unpredictable as AI upside* The wrapper that makes AI feel like it thinks* Vitamins vs painkillers: the product sense filter* How to protect long-horizon bets inside a big company* Why the brand — not the vendor — owns AI failureListen: Spotify | Apple PodcastsJamil Valliani leads AI product at Atlassian, where he has spent three years building the Teamwork Graph across 300,000 companies. Recorded live at Team ‘26 in Anaheim, where Atlassian demonstrated what connecting 150 billion organizational objects produces: 44% more accurate AI answers using 48% fewer tokens, and a coding agent that reviewed 2 billion lines of code in 2 minutes.* Why your team spends 80% on gathering, not deciding* The adoption pattern that turns skeptics into converts* How to build trust with AI one small task at a time* Why giving AI less data often gets you a better answer* How leaders stop waiting for Friday status reports* From 2 ideas to 10: the creative unlock nobody explains“You didn't hire your team to write reports. You hired them to advance the business forward.” — Jamil VallianiListen: Spotify | Apple PodcastsNo one is measuring ROI & fewer understand knowledge graphsWe attended Atlassian Team ‘26 in Anaheim to cover the Teamwork Graph and what knowledge graphs actually mean for the future of work. Key learnings:* Everyone is in such a rush to increase adoption numbers that no one cares to measure ROI, only velocity* In the rush to adopt, many orgs are discovering dozens of agents built by individuals that are unsanctioned and eating up tokens* While there's excitement about announcements about getting access to more context, few understand what to do with the context that's currently available to them today

Private Equity Value Creation Podcast
Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale

Private Equity Value Creation Podcast

Play Episode Listen Later May 19, 2026 34:04


On this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across a portfolio of B2B software and IT services companies. Learn why Keensight built an internal team of close to 40 value creation professionals—including in-house CPO, CTO, CMO and CRO functions—and how that team operates alongside management rather than above it.Hear about an approach to prioritizing growth initiatives when there is always more to do than bandwidth allows, why an all-you-can-eat resourcing model avoids the wrong incentives and how embedding value creation expertise into the deal process leads to faster execution post-close.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Design of AI: The AI podcast for product teams
Governance, Context, and the Org-Design Reckoning

Design of AI: The AI podcast for product teams

Play Episode Listen Later May 12, 2026 45:18


Atlassian connected its AI agents to a richer layer of company knowledge (documents, projects, goals, people) and measured a 44% improvement in answer accuracy using 48% fewer resources. Same models. Different information. Brian Armstrong restructured Coinbase the same week: 14% headcount cut, five management layers maximum. When AI can surface what previously required institutional memory and senior tenure, the organizational layers built around that knowledge become harder to justify.The visible shift gets covered in tech headlines. What gets lost in the announcement energy: none of this works if the company hasn't decided what it wants AI to do.The more widespread barrier is upstream of governance. Most executives approving AI budgets are working through the aftermath of pilots that underdelivered, first-generation deployments that didn't survive contact with their actual data, and early model results that left skepticism the current tools have since substantially outrun. That trust deficit — organizations evaluating new AI investment based on experiences two generations old — is where enterprise AI projects most commonly stall. Shadow AI governance and deployment intent are real risks, but they're downstream of that harder problem. There is no closing the capability gap inside an organization that is quietly waiting for the next deployment to fail too.John Willis co-wrote The DevOps Handbook because software teams were shipping code fast without feedback loops or governance. He sees the same pattern repeating with AI — and he spent five decades documenting what happens when the gap between vendor promises and operational reality gets this wide.* Why shadow AI is more dangerous than an outright ban* Why throughput without governance means instability at scale* Why governance creates flow instead of stopping it* Why most teams have ML evaluation tools when they need audit trails* Why even a five-person startup needs digitally signed records of agent decisions* What AI winters teach us about where we actually are nowListen: Spotify | Apple PodcastsRikki Singh leads product innovation at Twilio — what the company calls its biggest launch in 17 years. Before Twilio she was at McKinsey, where she co-authored the definitive research on what makes a great PM. The Qualtrics 2026 CX Trends Report found nearly 1 in 5 consumers who used AI customer service saw zero benefit. That number is the benchmark she is working against.* Why most AI CX is still FAQ automation with better packaging* Why the LLM wrapper creates false confidence — the model generates strings, it is not thinking* Vitamins vs painkillers: how to parse what customers don't say out loud* How to protect long-horizon bets inside a public company* Why the brand owns the accountability when AI gets a high-stakes interaction wrongListen: Spotify | Apple Podcasts

Accounting Matters
The ROI of Internal Audit: Beyond Compliance to Value Creation

Accounting Matters

Play Episode Listen Later May 7, 2026 48:47


Most internal audit functions are still operating like it's 2010. In the first episode of Embark's new GRC series, Adam Olsen is joined by Allison Bradshaw, Principal and head of Embark's GRC and Internal Audit Services practice, to make the case for a fundamentally different model. The conversation covers what modern IA looks like, how to build the right delivery structure, and how CFOs can measure real return on investment.In this episode:Why compliance-checkbox IA is leaving significant value on the table, and what a risk-based, consultative function looks like insteadCo-sourcing vs. outsourcing: a practical framework for deciding which model fits your organization's size, complexity, and risk profileHow data analytics and AI are shifting IA from sampling transactions to testing entire populations in near-real timeThe emerging demand for IT audit, cybersecurity, and AI governance capabilities, and why most teams can't hire for all of itA framework for measuring IA ROI: prevented costs, recovered value, process improvements, and stakeholder confidenceA real-world co-sourced engagement example where a single year yielded over $1.6M in identified losses and fraud

FOXCast
Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward

FOXCast

Play Episode Listen Later May 7, 2026 35:08


Today, I have the pleasure of speaking with Alex Hayward, Executive Fellow, Family Offices and Private Capital at London Business School. Alex is a seasoned expert in Family Offices, with extensive experience building, reviewing, and optimizing Family Offices across the UK, Europe, the US, Dubai, and Australia. Over the past 15 years, he has analyzed more than 100 Single Family Offices, evaluating their structures, operations, and investment strategies. Alex draws on this broad experience to lead London Business School's work on value creation within Family Offices, examining how leading Family Offices develop their strategy, operations, and culture to support long-term growth. Alex also serves as an independent director to a Family Office in London, supporting a third-generation multi-billion family. Alongside this role he chairs the Family Office Community at Said Business School, University of Oxford, Ownership Project 2.0. Alex is a long-time friend and collaborator of FOX and a valued alumnus of the FOX team. Alex has done significant research into the importance of organizational culture among investment management, and its significance in explaining and driving performance of investment teams. He tells us what his research shows and highlights what both clients and members of investment teams can learn from it. We then focus more narrowly and look at the role of culture within family offices. Alex shares his views on how culture contributes to the value creation at the family office and the ability of family office teams to drive meaningful outcomes for their principals. Impact is frequently among the top objectives that family members seek to pursue individually or collectively with the support of their family office. Alex talks about his work and research on the effect of family office culture on the family's impact strategy, and the ability of family members to find and follow their individual pathways for self-realization and impact. Alex has also studied the effect of grief on the ability of families to make decisions and achieve growth. He shares his findings on how grief and other emotions impact UHNW family strategies and their collective activities within the family enterprise, including investing, philanthropy, social impact, etc. Enjoy this insightful conversation with one of the foremost academics and practitioners in the family wealth and family office space.

Welcome to the Arena
Will Ulrich, Co-CEO, Presidio Petroleum — No Drilling Required: A soon-to-be public oil and gas company takes a unique approach to value creation (Re-broadcast)

Welcome to the Arena

Play Episode Listen Later May 6, 2026 30:43


As we work on some new episodes for you, we'll be re-running some old favorites from the archive. Please enjoy this episode from back in February with Will Ulrich, the co-CEO of Presidio Petroleum. Summary:For most companies in the oil industry, drilling new wells is a major part of their business strategy. Today, we're highlighting a firm that's taking a very different tack. Will Ulrich has served as co-CEO of Presidio Petroleum alongside his partner Chris Hammack, since founding the company in 2017. Presidio's mission is to generate the oil industry's best return on capital by delivering the industry's lowest operating expenses, highest profitability and best emissions profile — all without doing any drilling. Today, Will shares Presidio's unique approach to value creation, their upcoming plan to go public via business combination, and the reasons why they're optimistic for the future. Highlights:Founding Presidio (1:57)Going Public (4:45)The end of the 'Capital Intensive Shale Era' (7:06)Institutional Backing (8:58)Dividend (10:46)Private Equity (13:58)Reducing Operating Costs (17:21)Field Incentive Plan (20:55)Stable Well Production (22:30)Hedging (23:42)CapEx (25:43)Acquisition Strategy (27:23)5-year Outlook (29:17)Links: Will Ulrich LinkedInPresidio LinkedInPresidio WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Black Executive Men
Ep 95 Enterprise Value Creation

Black Executive Men

Play Episode Listen Later May 2, 2026 48:44


In this episode, Jewel sits down with Bryant Henson to break down how enterprise leaders actually create value inside organizations, unpacking the strategic levers that drive growth—from M&A and capital deployment to operational efficiency, technology investment, and deal structuring. Drawing on his experience across global strategy and executive leadership, Bryant reveals how value is not just created by what a company produces, but by how it translates that into economic outcomes for customers and shareholders. Through real-world examples, he shows how senior leaders think about scaling businesses, entering new markets, optimizing performance, and structuring deals to accelerate cash flow and long-term returns—giving Black executives a clear lens into how decisions are made at the highest levels and how to align their roles with the outcomes that truly move the enterprise forward.   Join us ➡️ Black Executive Men on Linkedin ➡️ Apply here for Black Executive Men

Radical Candor
Eric Ries - How Great Companies Stay Great S8 | E12

Radical Candor

Play Episode Listen Later Apr 29, 2026 61:38


While the podcast team is taking a Radical Sabbatical, Kim is interviewing authors of the books that have had a big impact on her in the past two years. In this episode she's speaking with Eric Ries about his new book, Incorruptible, Why Good Companies Go Bad... and How Great Companies Stay Great.   All too often, founders start a company and hire an incredible team dedicated to building a company that will solve an important problem and leave the world better off.  Then they get a taste of success and life is good.  But all too often, the bankers and lawyers swoop in and the demands to “maximize shareholder value” set in.  More often than not, the company succumbs to the gravitational pull of mediocrity–or worse.  Compromises are made, rationalizations abound, and after a while people start to wonder “how did this happen?!”   Eric has thought deeply about how to structure companies so that they can remain true to their purpose and achieve great financial results.  In his interview with Kim, he shares his extensive research on companies, both contemporary and some many decades old, who have been able to make this work.   Background on Eric Ries: Over the last two decades, Eric Ries's ideas about continuous innovation, long-term thinking, governance, and market reform have reshaped company building and management practices. He is the creator of the Lean Startup method and the author of the New York Times bestseller The Lean Startup, The Leader's Guide, and The Startup Way. As a founder, Eric has put his own ideas into practice with the Long-Term Stock Exchange (LTSE); Answer.AI, an AI R&D lab; Virgil, a legal services startup; and IMVU. On The Eric Ries Show, he talks with world-class technologists, thought leaders, and executives building for the long-term. He lives in the San Francisco Bay Area with his wife and three children.  His new book, Incorruptible, will be released in May of 2026.   CHAPTERS (00:00) Introduction to Eric Ries and His Work (01:31) The Motivation Behind 'Incorruptible' (04:28) The Dark Side of Business Practices (05:08) The Haunting Story of Vectura and Philip Morris (12:58) The Consequences of Corporate Governance (15:20) The Historical Context of Corporate Purpose (18:37) The Evolution of Corporate Purpose (22:07) The Impact of Purpose-Driven Companies (25:33) Understanding Financial Gravity (30:55) The Unconscious Forces in Corporations (34:43) Resisting the Pull of Mediocrity (39:14) Navigating Power Dynamics in Organizations (40:04) The Naivety of Value Creation (41:05) The Dilemma of Founder Control (42:34) Building Institutional Protections (43:36) Costco's Governance Fortress (45:57) The Cost of Governance Ratings (47:58) The Challenge of Public Companies (51:08) Taking Action for Ethical Leadership Connect with the Radical Candor team: ⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Design of AI: The AI podcast for product teams
The Most Important Data Points in AI Right Now

Design of AI: The AI podcast for product teams

Play Episode Listen Later Apr 29, 2026 18:15


The Stanford AI Index's headline is 88% — organizations using AI in some capacity. The Financial Times charted where it actually lands in the workforce: 62% of top-decile earners use it daily, versus 13% at the bottom. Board decks this quarter will cite Stanford. The FT chart is what they're not showing.The economics that enabled this gap are under pressure. The three-year subsidized era is ending by financial necessity, not choice. The same optimization logic that built social media's loneliness machine is now embedded in AI products at scale. And in the same week Anthropic's most capable model autonomously found 271 zero-days in Firefox, two major platforms were breached through third-party integrations. The data and what to do about it follows.Episode 8: The Most Important Data Points in AI Right NowBrittany Hobbs solo — four segments moving from data to strategic implication. Essential for anyone making AI purchasing, hiring, or architecture decisions right now.The Stanford AI Index 2026. 88% organizational adoption is saturation, not a trend. $581 billion invested globally in 2025, up 129% year over year. The US-China AI performance gap collapsed from 17–31 percentage points in 2023 to 2.7% today — on 23 times less investment. China holds 69.7% of global AI patent filings. Architecture and application discipline closed a gap that capital alone could not. Stanford AI Index 2026 | The U.S. Can't Buy an AI LeadToken economics. Anthropic's current tiers: Haiku at $1/$5 per million input/output tokens, Sonnet at $3/$15, Opus at $5/$25. A 200-screen product built with Claude Design costs $0.22 for a first draft; the 50-iteration refinement cycle real design work requires runs to ~$2,600, plus $200–$900/month in system updates. Every comparable Figma interaction costs zero. Prompt caching provides ~90% discounts on repeated context; batch processing cuts 50%. Claude Design vs Figma cost breakdown | CNBC: Token economicsApple chose its hardware chief as next CEO. John Ternus — SVP of Hardware Engineering, architect of Apple Silicon — succeeds Tim Cook on September 1st. Johny Srouji, who designed every Apple Silicon chip, becomes Chief Hardware Officer. Apple posted $143.8 billion in Q1 FY2026 (up 16%, $109 billion in services, 92% retention) without shipping an industry-leading AI feature. The next decade of AI is decided at the silicon and device level. Apple CEO transition analysisVibe coding has never been more capable. Security has never been more exposed. Anthropic's Mythos model identified 271 zero-day vulnerabilities in Firefox autonomously; the UK's AI Security Institute found it succeeds at expert-level hacking tasks 73% of the time. Anthropic launched Project Glasswing (12 defensive security partners including Amazon, Microsoft, and Apple), then reported unauthorized Mythos access through a vendor. Vercel was breached through Context AI — customer credentials sold on BreachForums for $2 million. Lovable exposed source code and credentials via a basic authorization flaw for 48 days, fixed it, then broke it again for 76 more. TechCrunch: Anthropic Mythos | TechCrunch: Vercel breach | The Next Web: Lovable“If you're making AI decisions for your team right now — what to buy, who to hire, what to build — there are numbers out this week that should change your approach.” — Brittany HobbsListen now: Spotify | Apple Podcasts | YouTube

Saint Louis Real Estate Investor Magazine Podcasts
Broke Millionaire Transformation Into Work-Optional Freedom with Chris Miles

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Apr 23, 2026 39:27


Chris Miles reveals how shifting from saving to cash flow can unlock true financial freedom and help anyone escape the cycle of working for money and start making money work for them.See article: https://www.unitedstatesrealestateinvestor.com/broke-millionaire-transformation-into-work-optional-freedom-with-chris-miles/(00:00) - Introduction to The REI Agent Podcast and Guest Overview(01:15) - Chris Miles Shares His Background as a Financial Advisor(03:00) - The Defining Moment That Broke Trust in Traditional Financial Advice(05:30) - His Father's Financial Reality Sparks a Wake-Up Call(08:00) - Discovering Real Estate Through a Contrasting Perspective(10:30) - The Mindset Shift from Saving to Cashflow Creation(13:00) - Early Real Estate Experiments and Creative Strategies(15:30) - Achieving Financial Independence Before Age 30(18:00) - The 2008 Crash and Losing Everything(20:30) - Rebuilding from Debt and Creating a New Business Model(23:00) - Lessons from Financial Collapse and Finding Opportunity(25:30) - Passive vs Active Investing Explained for Agents(28:00) - Why Turning Your Brain Off Financially Is Dangerous(30:30) - Exploring Hands-Off Real Estate Investment Options(32:30) - Alternative Investments Beyond Traditional Real Estate(34:30) - Acceleration vs Accumulation Wealth Philosophy(36:00) - The Work Optional Blueprint Framework Explained(37:30) - Final Advice on Value Creation and Wealth Building(38:45) - Book Recommendations and Where to Find Chris Miles(39:15) - Closing Remarks and Podcast OutroContact Chris Mileshttps://moneyripples.com/https://www.facebook.com/chris.miles9177/https://www.instagram.com/chriscmiles/https://www.linkedin.com/in/chriscmiles/https://www.youtube.com/@moneyrippleswithchrismiles If you are tired of waiting decades for financial freedom and wondering if there is a faster way, this episode with Chris Miles will challenge everything you believe about money and show you a better path forward. Visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

Capitalist Culture
The Value Creation Playbook

Capitalist Culture

Play Episode Listen Later Apr 21, 2026 53:33


I'm thrilled to share some powerful insights and real-world lessons from my latest Capitalist Culture® podcast episode. This week, we dive into private equity, leadership, and building enduring businesses with James Andersen, founder of Clearview Capital.Here are the highlights you will not want to miss:James' Journey:• From Engineer to Investor: James began his career as a field engineer with Schlumberger in the Middle East, gaining hands-on operational experience early. • From Consulting to Private Equity: His curiosity about business systems led him into consulting, then into private equity, where he focused on operating and improving businesses, not just closing deals. • Building Clearview Capital: He eventually left to start his own firm, driven by a desire to do things his way and build a founder-friendly investment platform. Early Challenges and Entrepreneurial Grit• No Backup Plan: James emphasized full commitment, believing that eliminating a safety net forces better outcomes. • Sleepless Nights: Early deals came with real pressure, financial risk, and uncertainty. • Persistence Wins: Success often comes to those who simply refuse to quit.A Different Approach to Private Equity• Growth Over Cost Cutting: Clearview focuses on investing in people, systems, and sales rather than slashing costs. • Founder-Friendly Model: They prioritize trust, rarely replace CEOs, and partner with founders to unlock growth. • Culture Matters: Many lower middle market businesses are underinvested but have strong cultures that can be scaled.What Makes a Great Investment• Unexploited Growth Opportunities: The best deals are not broken companies, but businesses with untapped potential. • Building Infrastructure: Adding financial leadership, sales capability, and operational systems drives scale. • Patience Pays: Real value creation takes time, often over a five-year horizon.Lessons From the Field• The Via Deal: A challenging early investment impacted by the dot-com crash, but ultimately turned into a successful exit through strategic reinvestment. • The Adult Daycare Platform: Built through 15 acquisitions over a decade, resulting in a 29x return.Leadership and Succession• Stepping Back After 25 Years: James shared the emotional and strategic complexity of transitioning out of the CEO role. • Multi-Year Process: Effective succession requires time, planning, and developing internal leaders. • Promote From Within: Building future leaders is one of the most important responsibilities of a CEO.Choosing the Right Partner• Not Just About Price: The best private equity partner is not always the highest bidder. • Do the Work: Founders should speak directly with other founders who have worked with the firm. • Trust and Alignment: The right partner can be worth far more than a higher valuation.Leadership Philosophy• Radical Honesty: Clear, direct communication builds trust and alignment across teams. • Know When Not to Act: Sometimes the best decision is allowing situations to resolve without intervention. • People First: Treating people well and investing in their growth drives long-term success.Final Thoughts• Private Equity at Its Best: When done right, it is about building, not breaking businesses. • Long-Term Value Creation: Systems, people, and culture create durable results.Send us Fan MailConnect with Kip on LinkedInhttps://www.linkedin.com/in/kipknippel/Watch Bite-Sized Clips on YouTubehttps://www.youtube.com/@capitalistculture/shorts

Saint Louis Real Estate Investor Magazine Podcasts
From Broke to Building Millions: The Relentless Rise of a Real Estate Titan with Chris Watters

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Apr 16, 2026 46:35


A powerful story of resilience and strategy as Chris Watters reveals how he went from broke and uncertain to building a multi-million dollar business through execution, mentorship, and relentless focus on high-value opportunities.See article: https://www.unitedstatesrealestateinvestor.com/from-broke-to-building-millions-the-relentless-rise-of-a-real-estate-titan-with-chris-watters/(00:00) - Introduction to The REI Agent Podcast(00:30) - Meet Chris Watters and His Business Scale(01:30) - Early Entrepreneurial Mindset and College Experiences(03:30) - First Hustles and Learning Through Trial and Error(05:30) - Getting Started in Real Estate Sales(07:30) - Transition From Lawn Business to Real Estate Career(09:30) - First Steps Into Investing and Market Timing(12:00) - Building Early Success as a Real Estate Agent(14:30) - Launching a Team and Writing a Book(17:00) - Discovering Wholesaling and Mentorship Power(19:00) - The Failed Bar Investment and Financial Reset(21:30) - Starting a Brokerage From Scratch(24:00) - First Failure in Team Building and Lessons Learned(26:30) - Rebuilding and Scaling to Hundreds of Closings(29:00) - Key Differences Between Failure and Success Phases(31:00) - Lead Quality vs Lead Quantity Breakthrough(33:00) - Hiring, Training, and Fast Agent Development(35:00) - Expanding Into Multiple Cities and Franchising(37:00) - High-Level Investment Deals and Value Creation(39:00) - Transition From Small Deals to Large-Scale Profits(41:00) - Brokerage Models Explained and Enterprise Strategy(42:30) - Golden Nugget One: High-Intent Seller Leads(43:30) - Golden Nugget Two: Conversion and Training Systems(44:30) - Golden Nugget Three: Mentorship and Humility(45:30) - Book Recommendation and Final Insights(46:00) - Closing Thoughts and Where to ConnectContact Chris Wattershttps://christopherwatters.com/https://www.facebook.com/ChrisWattersHQ/https://www.instagram.com/christopherwatters/https://www.linkedin.com/in/chriswatters/https://www.youtube.com/c/WattersInternationalRealty If there is one lesson to take from Chris Watters, it is this. Your current situation does not matter nearly as much as your willingness to act, learn, and improve. The moment you decide to take ownership, seek guidance, and execute daily is the moment your life begins to change. Keep pushing forward, keep learning, and keep building the future you know you deserve. Visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

Personal Development Mastery
The Success Trap That Leaves You Drained Instead of Fulfilled, with Lee Benson | #596

Personal Development Mastery

Play Episode Listen Later Apr 13, 2026 34:11 Transcription Available


What happens when you achieve the kind of success most people chase, only to realise fulfillment still feels out of reach?Many high achievers spend years building careers, businesses, and financial security, yet still sense something is missing. In this conversation, Lee Benson shares why success alone does not guarantee fulfillment, and how creating value in a more balanced way can transform the way you live, work, and lead.Drawing from his journey as a serial entrepreneur with multiple exits, Lee explains the difference between material success and a deeply fulfilling life. He unpacks his model of holistic value creation through material results, positive emotional energy, and spiritual connectedness, and offers practical ways to strengthen each one.In this episode, you will learn:How to create a more fulfilling life by balancing financial success, emotional energy, and meaningful connectionWhy focusing on value creation can help you move through struggle with more clarity, resilience, and purposeSimple daily practices that can raise your emotional energy and improve the way you feel as you move through lifePress play to discover how shifting from chasing success to creating value can lead to greater fulfillment in every area of life.˚KEY POINTS AND TIMESTAMPS:00:12 - From Success to Fulfilment01:38 - Fulfilment and Holistic Value Creation06:48 - How to Build Positive Emotional Energy09:29 - The Value Creation Cycle and Material Success14:24 - Why Money Alone Does Not Fill the Hole17:13 - Taking Care of Yourself to Raise Emotional Energy20:42 - Self-Talk, Control and Emotional Nourishment24:36 - Midlife Success and the Search for Fulfilment29:25 - Capable and Moral Leadership31:45 - Books, Final Reflections and Closing Thoughts˚MEMORABLE QUOTE:"Focus on the value being created."˚VALUABLE RESOURCES:Lee's website: https://www.etw.com/˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

Pragmatism in Practice
AI and the workforce: Beyond efficiency to real value creation

Pragmatism in Practice

Play Episode Listen Later Apr 10, 2026 40:11


Join Laura Burger, Global Head of Employer Brand and Recruitment Marketing, Rachel Laycock, Thoughtworks CTO and former Chief Talent Officer Joanna Parke for a discussion on why AI success fundamentally depends on people, not just tools. Together, they debunk the "job theft" myth, highlight why junior talent remains a vital engine for innovation and explore how to shift the executive conversation from mere cost-cutting to long-term value creation.

Real Money Talks
Value Creation Family: Teaching Kids Real Money Skills

Real Money Talks

Play Episode Listen Later Apr 10, 2026 37:48 Transcription Available


In this episode, Loral sits down with Lee Benson to unpack how to build a value creation family and why traditional financial education is failing the next generation. Instead of relying on schools, Lee explains why families must take ownership of teaching real-world money skills at home.They dive into the difference between financial literacy and competency, and why a value creation family focuses on applying money skills like earning, budgeting, saving, investing, and sharing in everyday life.Lee shares how turning the family budget into a team sport transforms how kids think about money. From six-year-olds understanding spending decisions to teens learning investing principles, a value creation family creates hands-on experience instead of theory.If you want to raise kids who understand money, contribute to the world, and build wealth intentionally, this episode will show you how to create a true value creation family.Loral's Takeaways:Lee Benson's Early Life and Business Journey (00:04)The Evolution of Gravy Stack and Holistic Value Creation (05:02)The Role of Schools and Parents in Financial Education (09:41)Financial Literacy vs. Financial Competency (14:36)The Value Creation Family Book and Community (19:24)The Importance of Struggle and Resilience (23:56)The Role of Technology and Apps in Financial Education (28:28)Meet Lee Benson:Lee Benson is an entrepreneur with eight successful companies under his belt and multiple high value exits, including Able Aerospace's nine figure acquisition by Textron Aviation. Today, as the CEO of Execute to Win and Dinner Table Family, he challenges leaders, students, and families to rethink how they measure success and focus on value creation.Connect with Lee: dinnertable.com/loral Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Private Equity Podcast: Karma School of Business
Private Equity Value Creation: Building Teams That Win with Jim Murphy

Private Equity Podcast: Karma School of Business

Play Episode Listen Later Apr 8, 2026 48:30


Jim Murphy, Senior Managing Director at LLR Partners, shares his path from CFO and COO roles into leading value creation across a lower middle market private equity portfolio. Drawing on decades of operating experience, he explains how firms identify scalable businesses, assess management teams, and execute disciplined growth plans. Jim also outlines LLR's functional approach to value creation, including operational excellence, ideal customer targeting, and retention strategies that drive outcomes. This is a practical look at what separates good companies from great ones in private equity—hit play. Episode Highlights 2:15 - Starting in public accounting and the path into a CFO career 11:10 - Becoming a public company CFO at 29 and learning in real time 18:45 - What private equity looks for: market size, product fit, and team 21:30 - Why management quality is the single biggest driver of outcomes 27:40 - Building a functional value creation team with real operators 33:10 - Operational excellence: uncovering hidden cost and margin opportunities 37:45 - Ideal customer profiles and retention as drivers of durable growth For more on LLR Partners, visit: https://www.llrpartners.com/ For more information on Jim Murphy, go to https://www.linkedin.com/in/james-murphy-59097b5/  

The Pacesetter Pod
Ep161: M&A Feasibility, Story Telling, and Value Creation | Marijn Hendrickx, Verdant Partners

The Pacesetter Pod

Play Episode Listen Later Apr 8, 2026 39:11


Show Highlights: Is M&A a strategic lever or a standalone strategy? [04:09] Motivations and processes in sell-side vs. buy-side M&A. [07:35] Key data a pre-deal internal evaluation should find. [12:10] Assessing feasibility and financing capacity before a deal. [13:10] Verdant Partners' role in mid-sized agribusiness M&A. [17:21] Cash vs. equity deals in co-op and corporation scenarios. [24:05] The complexity of merging co-ops and member benefits. [27:55] Why does early data-backed storytelling matter in M&A? [30:59] How M&A partners provide objectivity and stress-testing. [33:48] Overview of Verdant Partners and their industry impact. [35:45] Connect with Marijn Hendrickx on LinkedIn at https://www.linkedin.com/in/marijnhendrickx/. Explore Verdant Partners at https://www.verdantpartners.com/. Link to "Ep25: Future-Proofing your Agribusiness with Garrett Stoerger of Verdant Partners": https://podcasts.apple.com/us/podcast/ep25-future-proofing-your-agribusiness-with-garrett/id1674259917?i=1000626158549 If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Value Creators
Value Creation vs. Value Capture: Reframing the Purpose of the Firm with Ashutosh Garg

Value Creators

Play Episode Listen Later Apr 7, 2026 30:02


What is the real purpose of the firm: creating value or capturing it?In this episode of The Value Creators Podcast, Hunter Hastings is joined by Ashutosh Garg to explore one of the most fundamental misunderstandings in modern business thinking—the confusion between value creation and value capture. While traditional economic and management frameworks emphasize profit extraction, pricing power, and competitive positioning, Ashutosh explains why these ideas can mislead firms away from their true role in the economy.The conversation reframes the firm as a value creation system, where profit is not the goal but the result of successfully serving customers. Together, they unpack how focusing on value capture leads to short-term thinking, distorted incentives, and weakened customer relationships, while a value creation mindset unlocks long-term growth and resilience.Key Insights:Why value capture is often misunderstood as the goal of the firm rather than a consequence of value creationHow profit emerges as a signal of successfully serving customers—not as an objective to optimize directlyWhy firms that focus on customer value outperform those focused on extraction, pricing, and competitive advantageIf you want to rethink strategy, profit, and the role of business in society, this episode offers a powerful shift in perspective.Resources➡️ Learn What They Didn't Teach You In Business School: The Value Creators Online Business CourseConnect with Ashutosh Garg on FacebookConnect with Hunter Hastings on LinkedInSubscribe to The Value Creators on SubstackGet your copy of Venture Mode: Escape The Administration Trap By Finding and Unleashing Entrepreneurial LeadersChapters:00:00 — Value creation vs. value capture: the core confusion02:18 — Why profit is not the goal of the firm05:40 — The dangers of value extraction thinking09:05 — Pricing power vs. real customer value12:30 — Who defines value in the market16:10 — Why competition is the wrong focus20:25 — Learning, adaptation, and dynamic markets24:40 — Metrics, incentives, and distorted behavior29:15 — Rethinking strategy around value creation34:50 — Final thoughts: building value-driven firms

People, Not Titles
Market Trends - Breaking Down March's Job Report, Rising Property Taxes, and the Future of Real Estate Firms

People, Not Titles

Play Episode Listen Later Apr 7, 2026 36:09


In this episode of "People Not Titles," Steve Kaempf and Matt Lombardi discuss key market trends, including a surprisingly strong March jobs report offset by declining labor force participation. They examine the Federal Reserve's cautious approach to interest rates, a legal victory for NAR regarding mandatory membership lawsuits, and Lawrence Yun's revised 2026 housing forecast. The hosts also highlight Cook County's skyrocketing property taxes, renters' increasing tenure due to affordability challenges, the dominance of small independent real estate firms, and record-high downtown Chicago office vacancies impacting property values and tax revenues.March Jobs Report & Labor Force Trends (0:00)Job Growth Breakdown & Industry Winners (3:57)Economic Context & Productivity (5:01)Federal Reserve & Interest Rate Outlook (6:05)Labor Market Takeaways & Value Creation (7:21)NAR Mandatory Membership Lawsuit Dismissed (8:06)Lawrence Yun's Home Sales Forecast Revision (10:31)Cook County Property Tax Surge (11:35)Drivers of Property Tax Increases (14:17)Taxpayer Frustration & Potential Solutions (16:35)Property Taxes as an Affordability Crisis (18:56)Renter Lock-In Effect (19:18)Profile of Real Estate Firms (22:47)Brokerage Business Sources & Client Relationships (26:45)Firm Benefits, Training, and Future Challenges (28:04)Downtown Chicago Office Vacancy Record (30:12)Podcast Announcements & Sports Wrap-Up (33:54)Full episodes available at:[www.peoplenottitles.com](http://www.peoplenottitles.com)People, Not Titles Podcast is hosted by Steve Kaempf and Matt Lombardi and is dedicated to elevating professionals in real estate and business through real conversations, proven success principles, and actionable insights.Follow & Connect:Instagram: https://www.instagram.com/peoplenottitlesFacebook: https://www.facebook.com/peoplenottitlesTwitter: https://twitter.com/sjkaempfSpotify: https://open.spotify.com/show/1uu5kTv#ChicagoRealEstate#HousingMarket2026#RealEstateInvesting#MortgageRates#realestatenews

Healthcare Success
What's Driving Healthcare PE in 2026? Regulation, Value Creation, and the New Deal Playbook

Healthcare Success

Play Episode Listen Later Apr 6, 2026 32:18


In this Healthcare Success Podcast episode, Stewart Gandolf interviews Holly Buckley, Chair of Health Care at McGuireWoods, about healthcare private equity trends in 2026. They discuss deal activity, regulatory changes, high-growth sectors, and how AI and operational discipline are driving value creation.

Commercial Real Estate 101 Podcast
CRE Development Breakdown: Leasing, Permits, Construction & Value Creation

Commercial Real Estate 101 Podcast

Play Episode Listen Later Apr 2, 2026 42:29


In this episode, we break down a real commercial real estate deal in Louisville, KY, and how we're transforming it from a vacant building into a stabilized, income-producing asset.We walk through the full process:✅ How we secured national healthcare tenants (including Genoa Healthcare)✅ Navigating permits, zoning, and multiple agencies✅ Managing construction challenges (plumbing, electrical, slab cutting, MEP systems)✅ Solving a flood zone issue to increase long-term value✅ How leasing + execution is helping us increase the property's valuation✅ Our strategy to refinance and fund the next phase of the projectThis is a real look at what value-add commercial real estate actually takes—beyond the headlines.If you're interested in:

Alexander Group's Revenue Growth Model Podcast
Value Creation Growth Levers: Innovation

Alexander Group's Revenue Growth Model Podcast

Play Episode Listen Later Apr 2, 2026 37:16


Innovation creates value when it's built on customer obsession, strong leadership, fast experimentation, great talent and the systems to turn ideas into action. In this conversation, Kyle Uebelhor and Kevan Savage share practical ways organizations can move beyond one-off product launches and build a true culture of innovation that drives long-term growth.

Talking about Platforms
Value Creation in Digital Platforms with Sabine Baumann

Talking about Platforms

Play Episode Listen Later Apr 1, 2026 35:39


Intangiblia™
What Kind of Negotiator Are You, Really?

Intangiblia™

Play Episode Listen Later Mar 30, 2026 39:39 Transcription Available


You can walk into a negotiation thinking you only need a number, a percentage, a quick yes. Then it turns into a psychological chess match where “standard terms” and sudden urgency start rewriting the value of what you built. We step back and treat negotiation the way innovators and creators need to treat it: as a moment where strategy, judgment, and intellectual property protection collide.We share a simple framework from Protection for the Inventive Mind that turns messy deal conversations into something you can actually navigate. We explain the five negotiation hats and when to wear each one: Chef Hat preparation so you know your floor and non-negotiables before anyone tests them, Top Hat positioning so your invention, brand, design, or know-how lands as commercial impact, Winter Hat flexibility so you can restructure terms without collapsing, Beach Hat communication so the tone stays productive, and Police Hat defense so you can slow down, question vagueness, and catch hidden risk in “boilerplate” contract language.Then we get personal and practical: what happens when pressure enters the room. We walk through five negotiation styles competitive, collaborative, accommodating, avoiding, and analytical and show how each can win the moment or lose the deal if you rely on it blindly. The goal is not a new personality. It's a better ability to choose your approach in licensing negotiations, partnership talks, investor conversations, and IP agreements.If this helps you, subscribe, share it with someone heading into a deal, and leave a review so more creators can negotiate with clarity and protect what they've built.Send us Fan MailCheck out "Protection for the Inventive Mind" – available now on Amazon in print and Kindle formats.The views and opinions expressed (by the host and guest(s)) in this podcast are strictly their own and do not necessarily reflect the official policy or position of the entities with which they may be affiliated. This podcast should in no way be construed as promoting or criticizing any particular government policy, institutional position, private interest or commercial entity. Any content provided is for informational and educational purposes only.

Private Equity Podcast: Karma School of Business
Private Equity, Alignment, and Durable Value Creation

Private Equity Podcast: Karma School of Business

Play Episode Listen Later Mar 25, 2026 54:55


Brett Holcomb, Partner at Prospect Partners, shares the experiences that shaped his approach to lower middle-market private equity—from swimming-driven grit and early career missteps to navigating COVID with a portfolio company built on human trust. He explains Prospect's "better, not just bigger" philosophy, why foundation-building matters more than speed, and how servant leadership earns premium outcomes. Brett also reflects on pricing strategy, data-driven decision-making, and the leap-of-faith judgment calls every investor must make. This is a candid conversation on resilience, alignment, and long-term value creation—press play. Episode Highlights 1:18 – Growing up around global business and finding a non-linear path into private equity 6:29 – Why competitive swimming builds the grit and self-motivation PE demands 10:43 – The COVID shock at Wedgewood and setting a clear North Star under pressure 14:13 – Over-communicating with teams and customers when everything shuts down 18:29 – Breaking massive problems into solvable components during crisis 30:31 – "Better, not just bigger": Prospect's foundation-first value creation model 37:46 – Pricing strategy as an offensive weapon in volatile markets 46:49 – The leap-of-faith decisions that define private equity careers For more on Prospect Partners, visit: https://prospect-partners.com/ For more information on Brett Holcomb, go to https://www.linkedin.com/in/brett-holcomb-885ba31/  

The Full Desk Experience
Best of FDE| Thriving in the Post-AI Era of Recruiting with Aaron Elder, CEO - Crelate

The Full Desk Experience

Play Episode Listen Later Mar 19, 2026 30:46


This Best of FDE episode is a rebroadcast of one of our MarCom Gold Award winners—and honestly, it's even more relevant now than when we first recorded it.In this episode of The Full Desk Experience, Crelate CEO Aaron Elder joins host Kortney Harmon to break down what it actually looks like to operate in a post-AI world—and what that means for owners, directors, and executive-level leaders.In this episode, we cover:What “post-AI” really means: Why AI isn't coming—it's already here, and how it's quietly becoming as essential as electricityWhere firms are actually winning: How top teams are using targeted AI (not hype) to create real value and stronger client relationshipsThe shift to “living platforms”: Moving beyond static systems to tech that actively works for you, not just stores your dataWhere humans still matter most: In high-trust work like executive search, where AI supports—and where it can't replace—the human elementWhat's about to change operationally: From sourcing to back office, every part of your business is on the tableDo you know if the roles you're filling today will even exist in two years?As AI and automation accelerate client expectations and reshape work itself, the firms asking better questions now are the ones that stay ahead.Hit play to hear how leading firms are thinking about this shift—and what you should be doing next.___________________Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/ Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Insightful Investor
#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

Insightful Investor

Play Episode Listen Later Mar 10, 2026 63:10


Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm's Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 billion (as of year‑end 2025). We discuss how Audax is intentionally embedding data and AI into its operating model and portfolio companies to systematically enhance decision‑making, scale its Buy & Build strategy, and drive durable value creation.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

The CPG Guys
Customer Joint Value Creation with Bimbo Bakeries USA's Jeff Hendrix

The CPG Guys

Play Episode Listen Later Mar 4, 2026 42:23


The CPG Guys are joined in this episode by Dr. Jeffrey Hendrix D.B.A., Chief Customer officer at Bimbo Bakeries USA, part of Grupo Bimbo, the world's largest baking company with operations in 35 countries. Bimbo Bakeries USA employs 22,000 associates across the Country in bakeries, sales centers, corporate offices and on sales routes to ensure our consumers have the freshest products to feed their families at every meal.Follow Jeff on LinkedIn at: https://www.linkedin.com/in/hendrixj/Follow Bimbo Bakeries USA online at: https://www.bimbobakeriesusa.com/Jeff answers these questions:As Chief Customer Officer at Bimbo Bakeries USA, how are you evolving the customer organization to drive both topline growth and profitability in today's omnichannel retail environment? With your background bridging commercial and supply chain, how are you using customer transaction and POS data to reduce out of stocks and improve execution at the shelf? Retail media can create immediate lift but also real risk. How do you think about governance and readiness before committing trade dollars to retailer media platforms? When digital demand moves faster than replenishment systems, where do you see the biggest execution breakdowns today? What customer and supplier data signals matter most to closing the loop between demand creation and shelf availability?The industry is shifting from joint business planning to joint value creation. How does that show up in day-to-day decisions, not just quarterly plans?Beyond revenue and share, what KPIs best reflect whether marketing, sales, and supply are truly working together? As AI and automation become more embedded, where should algorithms guide decisions and where must frontline judgment remain essential? What are the hardest organizational barriers to making convergence real: systems, incentives, or culture? Looking ahead, what capabilities will separate companies that can compress the response cycle from those that cannot?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Behind The Numbers
Leadership as the Missing Link in Long-Term Value Creation - Kris Kluver

Behind The Numbers

Play Episode Listen Later Mar 3, 2026 29:01 Transcription Available


In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by advisor and author Kris Kluver for a conversation on why leadership - not structures, not strategies, not spreadsheets - is the real driver of long-term value creation and generational wealth preservation. They dig into the coming great wealth transfer and the uncomfortable reality that roughly 70% of family fortunes fail to survive the second generation. Kris explains how breakdowns in communication, culture, and leadership - not financial planning - are usually to blame. Dave and Kris explore how families and organizations can prepare next-generation leaders, set audacious goals (BHAGs and 100x thinking), and build accountability systems that actually work. The discussion also touches on disruptive leadership, EOS-style scorecards, and why protecting and developing human capital is even more critical in an AI-driven world. Key takeaways include the importance of clear narratives of success, simplified metrics that drive accountability, intentional leadership development, and the willingness to embrace discomfort in pursuit of meaningful growth. The message is clear: leadership is not a soft skill - it's the most valuable asset an organization has. About Our Guest: Kris Kluver is a highly experienced operator, investor, and advisor who has worked with over 100 CEOs and helped organizations achieve billions in valuation. He has over three decades of experience across diverse industries, from publicly traded companies to high growth startups. Kluver has studied entrepreneurial strategy at Harvard Business School, is a certified exit advisor, a fellow at York University in the UK, and author of two bestselling books. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Welcome to the Arena
Will Ulrich, Co-CEO, Presidio Petroleum — No Drilling Required: A soon-to-be public oil and gas company takes a unique approach to value creation

Welcome to the Arena

Play Episode Listen Later Feb 25, 2026 30:43


For most companies in the oil industry, drilling new wells is a major part of their business strategy. Today, we're highlighting a firm that's taking a very different tack. Will Ulrich has served as co-CEO of Presidio Petroleum alongside his partner Chris Hammack, since founding the company in 2017. Presidio's mission is to generate the oil industry's best return on capital by delivering the industry's lowest operating expenses, highest profitability and best emissions profile — all without doing any drilling. Today, Will shares Presidio's unique approach to value creation, their upcoming plan to go public via business combination, and the reasons why they're optimistic for the future. Highlights:Founding Presidio (1:57)Going Public (4:45)The end of the 'Capital Intensive Shale Era' (7:06)Institutional Backing (8:58)Dividend (10:46)Private Equity (13:58)Reducing Operating Costs (17:21)Field Incentive Plan (20:55)Stable Well Production (22:30)Hedging (23:42)CapEx (25:43)Acquisition Strategy (27:23)5-year Outlook (29:17)Links: Will Ulrich LinkedInPresidio LinkedInPresidio WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Ecomm Breakthrough
The Inverted Pyramid: Why Founders Stay Busy But Don't Scale

Ecomm Breakthrough

Play Episode Listen Later Feb 18, 2026 43:01


In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley explores why many e-commerce brands stall between $1 million and $5 million in revenue. He introduces the "inverted pyramid of value" to illustrate how founders often get stuck in low-leverage tasks, and explains that breaking through requires identifying and focusing on the business's main constraint. Josh shares actionable frameworks and prioritization strategies to help entrepreneurs delegate, systemize, and concentrate on high-impact activities, enabling them to escape the “swamp” and scale their businesses to the next level.Welcome to the Ecom Breakthrough Podcast! I'm Josh Hadley, sharing my journey scaling an "ecommerce business" from zero to eight figures. This episode details "scaling strategies" and the "business mindset" needed to overcome common "business obstacles" faced by entrepreneurs. Learn how to identify constraints and "grow your business" beyond plateaus with a solid "ecommerce strategy"!

The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants
EP #68: Private Equity in Law Firms: Risks, Multiples, and Value Creation with Adil Taha

The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants

Play Episode Listen Later Feb 17, 2026 58:52


Private equity is knocking on law firm doors but this conversation asks whether the legal industry is truly ready for the discipline control and long-term tradeoffs that outside capital demands.   Drawing on his background as a private equity executive with deep experience in investment banking and law firm operations, Adil Taha offers a clear-eyed look at what actually happens inside UK PE law firms. He questions whether private equity has delivered lasting value in legal or simply accelerated partner payouts and explains why many benefits remain theoretical until exit. Chris and Howard press on where PE can genuinely help and where it creates risk, from pricing discipline and data-driven decision making to cultural friction inside partnerships. Why do so many deals collapse late in the process? What changes when long-term enterprise building collides with short-term partner incentives?   The conversation also looks ahead. Adil explores whether building a PE-backed firm from scratch could outperform acquiring legacy firms and why minority investments may make more sense for larger practices that want capital without surrendering control. The result is a grounded look at power incentives and the future of UK PE law firms and a candid reminder that private equity is never neutral capital.   Episode Breakdown: 00:00 Private Equity and the Law Firm Landscape 06:31 Does Private Equity Actually Create Value in Law Firms? 22:19 The Hidden Risks of PE Ownership in Legal Businesses 30:09 The Future of Law Firms and Private Equity 40:30 Independent Law Firms vs Private Equity Pressure 52:20 What Managing Partners Need to Know Before Taking Capital Connect with Adil Taha: Connect with Adil on LinkedIn Taha & Watmough Website   Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  Podcast production and show notes provided by HiveCast.fm

The Health Ranger Report
Brighteon Broadcast News, Feb 3, 2026 – U.S. Military Unable to Survive Even ONE MONTH of Actual War Due to Critical Shortages

The Health Ranger Report

Play Episode Listen Later Feb 3, 2026 162:13


Stay informed on current events, visit www.NaturalNews.com - Introduction and Segment Overview (0:10) - Brightelearn.ai Milestone and AI Avatar Introduction (4:36) - AI Avatar Creation and Voice Issues (8:41) - Future Plans for AI Avatars and Content Creation (25:24) - Special Report on China's Export Restrictions (38:25) - Impact of China's Export Restrictions on US Military (1:08:42) - Conclusion and Call to Action (1:18:13) - Meeting of Two Worlds: Corporate and Independent Innovators (1:18:55) - Technology and Human Enhancement (1:23:34) - Impact of Automation on Jobs (1:26:59) - Singularity University and Exponential Organizations (1:30:13) - Community and Consulting Services (1:32:58) - Decentralization and Value Creation (1:38:26) - Radical Abundance and Decentralization (1:44:11) - Challenges and Opportunities in Agriculture (1:47:57) - Energy and Battery Technology (1:52:30) - Governance and AI in Decision-Making (2:08:56) - Privacy and Self-Sovereignty (2:11:17) - Automation and Decentralization (2:22:16) - Embracing Free Speech and Technology (2:30:21) - Revolutionizing Creativity and Activism (2:32:36) - Challenging the Status Quo (2:34:11) - Call to Action for a Better World (2:36:21) - Valentine's Day Sale at Health Ranger Store (2:37:59) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

The CLS Experience with Craig Siegel
Becoming Attractive To Success With Scott Clary

The CLS Experience with Craig Siegel

Play Episode Listen Later Feb 3, 2026 65:18


In this juicy episode of the CLS Experience, host Craig Siegel converses with Scott Clary - an influential entrepreneur, investor, podcaster, and educator. Scott shares insights from his journey of personal growth and professional success, highlighting themes such as the importance of value creation in business, the power of mentorship and uncomfortable conversations, and maintaining a healthy relationship with money. Scott and Craig also delve into maintaining strong personal relationships and the significance of authentic, customer-centric approaches in building lasting businesses. The episode is filled with practical advice and profound reflections aimed at helping listeners achieve their own breakthroughs. Let's go deeper.2:42 The Power of Figuring Things Out5:38 Finding Your Drive and North Star8:26 The Importance of Energy and Alignment21:41 Value Creation in Business35:05 Money as a Renewable Resource47:07 The Power of Uncomfortable Conversations52:59 The Fulfillment of Mentorship and TeachingCheck out Scott on Instagram HERE: Check out Todd's Website HERE:Tickets now available for our live event March 5th, CLS: Genesis HERE:Check out our brand new RISE Framework to unlock your purpose HERE.Check out our partner Belay using our custom link HERE to find the best help available to grow your business!To join our community click here.➤ To connect with Craig Siegel follow Craig on Instagram➤ Order a copy of my new book The Reinvention Formula today! ➤ Join our CLS texting community for free daily inspiration and business strategies to elevate your day, text (917) 634-3796➤ INSTAGRAM➤ FACEBOOK➤ TIKTOK➤ YOUTUBE